Revisiting
Second looks at earlier notes
Every Sunday the desk re-reads an earlier note, checks what actually happened since, and writes the honest second look — quoting the original and marking its own homework.
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Showing up to the latest 200 published notes in this category.
Revisiting · October 11, 2026
Revisiting: MOREPEN LAB. LTD (MOREPENLAB; ISIN INE083A01026); RESTAURANT BRAND ASIA LTD (RBA; ISIN INE07T201019); LIFE INSURA CORP OF INDIA (LICI; ISIN INE0J1Y01017)
↩ Second look at “The Pre-MPC Shiver: Why India’s Closing-Auction Bounce Won't Save the Breadth”
Canonical issuer identities and the observed end-of-day price record since the original note.
Read note MembersRevisiting · October 11, 2026
Revisiting: RESTAURANT BRAND ASIA LTD (RBA; ISIN INE07T201019); MOREPEN LAB. LTD (MOREPENLAB; ISIN INE083A01026); LIFE INSURA CORP OF INDIA (LICI; ISIN INE0J1Y01017)
↩ Second look at “The Price of Liquidity: India’s New Closing Auction Exposes a Fractured Market”
Canonical issuer identities and the observed end-of-day price record since the original note.
Read note MembersRevisiting · October 4, 2026
Revisiting: India Market Wrap and the September Liquid Movers
↩ Second look at “India market wrap for 2026-09-01: the stock moves to review”
A look back at our September 1 market wrap reveals sharp divergence as TBZ surged 69.97% on open offer filings while ATALREAL fell 52.05% against a weaker Nifty 50.
Read note MembersRevisiting · October 4, 2026
Revisiting: Intraday note for 2026-09-02: market selloff
↩ Second look at “Intraday note for 2026-09-02: market selloff”
A look back at our September market note shows how divergent individual stock trajectories can be during a broader NIFTY 50 correction.
Read note MembersRevisiting · September 27, 2026
Revisiting: Capital Goods and the September 17 Liquidity Spike
↩ Second look at “Capital Goods: the sector thread behind today's price action”
A look back at our capital goods sector analysis shows divergent paths, with Cubex Tubings surging 83.42% while the broader Nifty 50 index remained flat.
Read note MembersRevisiting · September 27, 2026
Revisiting: India’s Mid-Cap Momentum Fractures
↩ Second look at “India’s Mid-Cap Momentum Fractures as High Yields and Crude Put Sellers in Control”
A look back at our September 1, 2026 note shows that while broader mid-cap caution was warranted, speculative momentum in select names defied the wider market drawdown.
Read note MembersRevisiting · September 20, 2026
Revisiting: India Market Wrap and Liquid-Stock Movers from August 2026
↩ Second look at “India market wrap for 2026-08-04: the stock moves to review”
A look back at our August 4, 2026 market wrap shows sharp divergence as Morepen Laboratories surged 74.76% while Indo Thai Synthetics fell 75.43% against a declining Nifty 50.
Read note MembersRevisiting · September 20, 2026
Revisiting: Indo Thai Synthetics' Steep Decline and Liquidity Pressures
↩ Second look at “INDOTHAI lagged as selling pressure rose”
Indo Thai Synthetics has seen its share price decline by 75.43% since our August analysis, far outpacing the Nifty 50's moderate correction.
Read note MembersRevisiting · September 13, 2026
Revisiting: TBZ's 122% Surge Defies Previous Sharp Sell-Off
↩ Second look at “TBZ falls 16% as turnover stays above its 20-day average”
Tribhovandas Bhimji Zaveri has surged 122.16% since our August note, driven by an open offer announcement that completely reversed its previous high-volume decline.
Read note MembersRevisiting · September 13, 2026
Revisiting: Capital Goods and the July Momentum Shift
↩ Second look at “Capital Goods: the sector thread behind today's price action”
Since our July look at capital goods, Kabra Extrusiontechnik has surged 83.1% while the broader Nifty 50 index declined by 4.04%.
Read note MembersRevisiting · September 6, 2026
Revisiting: Smallcaps Swing Sharply on Heavy Volumes
↩ Second look at “Smallcaps swing sharply on heavy volumes; no company-specific trigger supplied”
A look back at our August 12 analysis reveals how stock-specific corporate actions and earnings transcripts have reshaped the small-cap landscape.
Read note MembersRevisiting · September 6, 2026
Revisiting: The Margin Squeeze is Real
↩ Second look at “The Margin Squeeze is Real: Why India's Mid-Cap Earnings are Cracking”
A look back at our August mid-cap warning reveals how corporate actions can completely override macro-driven earnings dispersion.
Read note MembersRevisiting · August 30, 2026
Revisiting: Liquid-Stock Movers and the August Turnaround
↩ Second look at “India market wrap for 2026-08-06: the stock moves to review”
A look back at our August 6 market wrap reveals stark divergence as PVP and Allcargo surge while Sandesh and Sicagen retreat.
Read note MembersRevisiting · August 30, 2026
Revisiting: India Market Wrap and Liquid-Stock Movers from July 2026
↩ Second look at “India market wrap for 2026-07-30: the stock moves to review”
A look back at our July 30 market wrap reveals a sharp divergence between micro-cap momentum and large-cap consolidation.
Read note MembersRevisiting · August 23, 2026
Revisiting: India Market Wrap and Liquid-Stock Movers from August 3, 2026
↩ Second look at “India market wrap for 2026-08-03: the stock moves to review”
A look back at our August 3 liquid-stock scan reveals a sharp divergence between Indo Thai's extended slide and Aarti Surfactants' resilient gains.
Read note MembersRevisiting · August 23, 2026
Revisiting: Indo Thai Synthetics' Sharp Downward Trajectory
↩ Second look at “INDOTHAI lagged as selling pressure rose”
A closer look at Indo Thai Synthetics following its initial 20% drop on August 3, 2026, as the stock fell a further 65.06% amid ongoing corporate updates.
Read note MembersRevisiting · August 16, 2026
Revisiting: The Illusion of Liquidity and India's Micro-Cap Frenzy
↩ Second look at “The Illusion of Liquidity: Why India's Micro-Cap Frenzy Masked Macro Realities”
A sharp 54.86% drop in Indo Thai India and a 1.65% slide in the Nifty 50 validate our caution on speculative retail momentum.
Read note MembersRevisiting · August 16, 2026
Revisiting: Small-cap names dominate India’s afternoon gains as Nifty steadies
↩ Second look at “Small-cap names dominate India’s afternoon gains as Nifty steadies”
A look back at our July 20, 2026, small-cap coverage reveals a sharp divergence between speculative price action and emerging corporate fundamentals.
Read note MembersRevisiting · August 9, 2026
Revisiting: Liquid-Stock Movers and Price Action from July 31
↩ Second look at “India market wrap for 2026-07-31: the stock moves to review”
A look back at our July 31 market wrap shows sharp divergence among high-momentum small caps, with UEL and RSD Finance surging as GACM Technologies slid.
Read note MembersRevisiting · August 9, 2026
Revisiting: Capital Goods names led by TINNARUBR’s 20% surge
↩ Second look at “Capital Goods names led by TINNARUBR’s 20% surge”
A look back at our July 20, 2026 note reveals a sharp divergence in capital goods, with DIACABS surging 48.83% while TINNARUBR and DYCL retraced.
Read note MembersRevisiting · August 2, 2026
Revisiting: India’s Mid-Cap Retail Rush and the Jewelry Sector Momentum
↩ Second look at “Chasing Sparkles: Why India’s Mid-Cap Retail Rush Faces a Reality Check”
A look back at our July 9 caution on mid-cap retail momentum as Kalyan Jewellers and TBZ outpace the broader market.
Read note MembersRevisiting · August 2, 2026
Revisiting: Liquid-Stock Movers and the Reality of Post-Spike Reversals
↩ Second look at “India market wrap for 2026-07-21: the stock moves to review”
A look back at our July 21 market wrap reveals sharp divergence, with AASTHA shedding 40.91% while KCPSUGIND and BLUESTONE extended their gains.
Read note MembersRevisiting · July 26, 2026
Revisiting: Capital Goods Momentum in AARTECH, MAZDA, SPECTRUM, and DIACABS
↩ Second look at “Capital Goods names led by AARTECH, MAZDA, SPECTRUM and DIACABS in active trade”
A three-week reality check reveals a sharp divergence in the capital goods space, with DIACABS and SPECTRUM decoupling from broader market weakness.
Read note MembersRevisiting · July 26, 2026
Revisiting: National Standard's Sharp Decline and the Search for Catalysts
↩ Second look at “NATIONSTD falls 10% on elevated turnover, but no company-specific trigger was provided”
Since our July 9 note, National Standard (India) Ltd has declined by over 43% amid a flurry of corporate filings, including its Q1 financial results.
Read note MembersRevisiting · July 19, 2026
Revisiting: National Standard's Unexplained 20% Slide
↩ Second look at “NATIONSTD falls 19.99% on heavy turnover with no fresh company-specific trigger in context”
Since our initial note on National Standard (India) Ltd's sharp drop, the stock has fallen an additional 46.38% amid regulatory price queries and upcoming board meetings.
Read note MembersRevisiting · July 19, 2026
Revisiting: The Consumer Discretionary Mirage
↩ Second look at “The Consumer Discretionary Mirage: Why Trent’s De-Rating is a Warning for High-Multiples”
A look back at our July 7 caution on high-multiple consumer discretionary stocks reveals a stark divergence between Trent's consolidation and Kalyan Jewellers' rapid ascent.
Read note MembersRevisiting · July 12, 2026
Revisiting: Pre-open setup for 2026-07-06: the levels and filings to watch
↩ Second look at “Pre-open setup for 2026-07-06: the levels and filings to watch”
A look back at our July 3 pre-open setup reveals sharp divergence in volatile small-caps as the NIFTY 50 remained flat.
Read note MembersRevisiting · July 12, 2026
Revisiting: Midcap volatility and regulatory queries test recent gainers
↩ Second look at “India shares hit 10-week high as select midcaps swing sharply”
A sharp reversal in several midcap names has tested the durability of the 10-week high recorded on July 6, with multiple firms responding to exchange queries.
Read note Members