The Imperfect show - Hello Vikatan — Tinklalaidė

EPS-க்கு தொல்லை கொடுக்கும் CVS & Co - காலியாகும் ADMK? | TVK | CM VIJAY | DMK | CJP | Imperfect Show 15.10.2026 21min

AIADMK general secretary Edappadi K. Palaniswami is facing renewed internal pressure following the party’s setbacks in the Madurantakam and Dharapuram by-elections. Senior leaders, including C. Ve. Shanmugam and S. P. Velumani, have reportedly held a series of meetings with dissatisfied party members, fuelling questions about the future of the AIADMK’s leadership and its internal unity. The dissenting camp is said to be seeking greater influence and discussing possible changes within the party. Meanwhile, speculation is growing over whether more AIADMK legislators could move towards Chief Minister C. Joseph Vijay’s TVK. Reports suggest that discussions are taking place with MLAs dissatisfied with the current leadership, although the scale of any potential defections remains uncertain. TVK has stated that it is not actively targeting AIADMK legislators but would consider those who approach the party on their own. What are CV Shanmugam and Velumani seeking from EPS? Could the ongoing dissent lead to further exits from the AIADMK, and how might these developments affect the political equation between TVK, AIADMK and DMK? We also examine the wider political context, including the CJP protest and the issues shaping Tamil Nadu’s current political debate. In this episode of Imperfect Show, we analyse the latest developments inside the AIADMK, the questions surrounding EPS’s leadership, and the possible implications of the party’s internal divisions for Tamil Nadu politics. These are evolving political developments, and reports of potential defections should not be treated as confirmed decisions.

YES BANK Bond Holders-க்கு மகிழ்ச்சியான செய்தி? | Q2 Results | Share Market | IPS Finance - 631 15.10.2026 17min

The long-awaited IDBI Bank stake sale has taken a major step forward, with the Union Cabinet approving the sale of a 60.72% stake held by the Government of India and LIC to Canada-based Fairfax Financial Holdings for ₹52,878 crore. The deal marks a significant change in the bank’s ownership, but what does it mean for retail shareholders? With the agreed price set at ₹81 per share, investors must assess the gap between the acquisition price and the market price, the potential for a change in management, future growth prospects and the regulatory approvals still required. The acquisition price is not a guaranteed floor for the stock, and market volatility remains a key risk. Meanwhile, YES Bank’s AT-1 bondholders have received a major legal reprieve. The Supreme Court has upheld the Bombay High Court’s decision quashing the write-off of ₹8,415 crore worth of Additional Tier-1 bonds, which had been written off during the bank’s 2020 rescue. The ruling is a significant development for investors whose holdings were wiped out, but what happens next? How will the judgment affect YES Bank, bondholders and the wider banking sector? In this episode of IPS Finance, we examine the IDBI Bank disinvestment, the implications for minority shareholders, the Supreme Court’s YES Bank bond ruling and the key developments investors should track amid the Q2 results season. This is market analysis, not investment advice; investors should consider valuation, risk and their own financial objectives before making decisions.

VIJAY-ன் மெகா PLAN? - தென்னிந்தியாவில் தடம் பதிக்கும் TVK | MODI | SIR | ECI | Imperfect Show 14.10.2026 21min

Chief Minister Vijay’s Tamilaga Vettri Kazhagam (TVK) is drawing attention beyond Tamil Nadu, raising questions about the party’s possible national ambitions. Reports of unofficial TVK groups emerging in neighbouring states and elsewhere in India have fuelled speculation about whether Vijay’s political influence could extend across South India. However, TVK has clarified that these groups have not received official authorisation from the party, and a formal expansion into other states has not been announced. Could TVK develop a wider political presence in Karnataka, Kerala, Andhra Pradesh and Telangana? What organisational challenges would the party face, and how might its national ambitions affect its relationship with Congress and other INDIA bloc partners? The debate comes as TVK navigates its role in national opposition politics while leading the government in Tamil Nadu.Meanwhile, the controversy surrounding the Election Commission’s Special Intensive Revision (SIR) of electoral rolls has intensified political tensions between the opposition and the BJP-led Union government. Opposition parties have raised concerns about large-scale voter-list deletions and demanded accountability from Chief Election Commissioner Gyanesh Kumar. The Election Commission says the revision is intended to remove deceased, duplicate and ineligible entries, while critics question the process and its impact on eligible voters. In this episode, Vikatan examines TVK’s possible expansion beyond Tamil Nadu, the challenges of building a wider political organisation, Vijay’s evolving relationship with national opposition parties, and how the SIR controversy involving the Modi government and the Election Commission fits into the changing political landscape.

Q2 Results | BHEL, Canara Bank, Groww | Midweek Review | IPS Finance - 630 14.10.2026 20min

Indian IT stocks have extended their rally, with the Nifty IT index gaining around 9% over the past five trading sessions as of October 14, 2026. Better-than-expected quarterly earnings, strong deal momentum and growing revenue from artificial intelligence services have supported investor sentiment. TCS, Infosys, HCLTech, Wipro and other major IT stocks have attracted buying interest, even as concerns about global demand and valuations remain. Meanwhile, the Q2 results season is bringing fresh developments across key sectors. BHEL reported a 120% year-on-year increase in net profit to ₹810 crore, while Canara Bank posted an 8% rise in net profit to ₹5,175 crore. Groww’s parent company, Billionbrains Garage Ventures, reported a 54% year-on-year increase in net profit to around ₹725 crore, although its profit and revenue were slightly lower compared with the previous quarter.Will the IT rally continue, or could profit-booking emerge after the recent gains? What do the latest earnings reveal about business growth, margins and future prospects? We also examine the numbers investors should watch when evaluating BHEL, Canara Bank and Groww. In this IPS Finance Midweek Review, we break down the factors driving the IT stock rally, analyse the latest Q2 results and discuss the market trends, opportunities and risks investors should monitor.

Sengottaiyan-ஐ முந்திக்கொள்ள நினைக்கும் EPS | TVK ADMK கூட்டணி? | CM VIJAY | CJP Protest | Imperfect Show 13.10.2026 22min

The political contest within the AIADMK has taken a new turn following the growing differences between General Secretary Edappadi K. Palaniswami (EPS) and former senior leader K. A. Sengottaiyan, who joined Vijay’s Tamilaga Vettri Kazhagam (TVK). With AIADMK facing internal dissent and recent by-election setbacks, questions are emerging about EPS’s next moves and how the party plans to respond to the changing political landscape. Reports have also highlighted disagreements over whether former AIADMK leaders should be brought back into the party or accommodated through alliances.Could EPS make a move to counter Sengottaiyan’s influence? Is a TVK–AIADMK alliance a realistic possibility, or do the parties’ competing political interests make such an arrangement difficult? While the AIADMK has faced internal debate over its approach to Vijay’s government, no confirmed alliance agreement between TVK and AIADMK has been announced. Meanwhile, the protests demanding action against Chief Election Commissioner Gyanesh Kumar over the Special Intensive Revision (SIR) of electoral rolls have added another dimension to Tamil Nadu’s political debate. TVK has joined the INDIA bloc and is expected to participate in the October 15 protest against the CEC, while the DMK’s position has become more complicated following its exit from the alliance.In this episode of Imperfect Show, we examine EPS’s political strategy, Sengottaiyan’s role in TVK, the prospects and challenges surrounding a possible TVK–AIADMK alliance, and how the CJP protest and SIR controversy could influence the wider political equation.

IT பங்குகள் அதிரடி ஏற்றம்! சந்தை Rally தொடருமா? | TVS குழுமத்தில் என்ன நடக்கிறது? | IPS Finance - 629 13.10.2026 17min

The Indian stock market staged a strong recovery on October 13, 2026, with the Nifty 50 rising 358.60 points to close at 22,721.95, while the Sensex surged 1,109.10 points to 73,033.78. The rally lifted investor sentiment after recent selling pressure, but questions remain over whether the recovery can sustain itself amid global uncertainty and volatility. IT stocks led the gains, with the Nifty IT index climbing more than 5%. Strong quarterly results from HCLTech and positive sentiment around TCS and other major IT companies supported the sector. Investors are now watching upcoming earnings, currency movements and global technology trends to assess whether IT stocks can extend their rally.Meanwhile, developments surrounding the TVS Group have brought the family’s succession and ownership questions into focus. With TVS Holdings playing a key role in the ownership structure of TVS Motor Company, what is behind the reported family differences, and could the developments have implications for the group’s businesses and investors? In this episode of IPS Finance, we analyse the reasons behind the market rebound, the sharp rally in IT stocks, the key factors that could influence the next market move, and the latest developments involving the TVS Group. We also explore the risks investors should monitor before drawing conclusions about the sustainability of the rally.

Anti CEC Protest - பதறும் BJP - அஞ்சுகிறாரா MODI ? | CM VIJAY | TVK | DMK | Imperfect Show 12.10.2026 23min

Protests demanding the resignation of Chief Election Commissioner Gyanesh Kumar have intensified across India, with opposition parties questioning the Election Commission’s handling of the Special Intensive Revision (SIR) of electoral rolls. On October 10, Delhi witnessed a major security crackdown as police detained protesters and restricted access to several areas ahead of a demonstration organised by the youth-led Cockroach Janta Party (CJP). Opposition leaders allege that voter-list revisions could undermine electoral fairness, while the BJP and Election Commission reject claims of political bias.The controversy has raised questions about the Modi government’s response to mounting opposition criticism. Is the protest creating wider political pressure, and what are the implications of the allegations surrounding SIR? The debate has also exposed differences among opposition parties over how to challenge the Election Commission and what action should follow.In Tamil Nadu, Chief Minister Vijay and the TVK face questions about their position on the anti-CEC campaign. TVK has maintained a cautious stance on making the CEC’s removal the central demand, even as Congress and other opposition parties intensify their protests. The DMK, meanwhile, is navigating its own political differences with Congress following the changing alliance equations in the state. In this episode of Imperfect Show, we examine the CJP protest, the allegations surrounding SIR, the BJP-led government’s response, and the political calculations involving Modi, Vijay, TVK, Congress and DMK.

52 WEEK LOW-வில் NIFTY! | முதலீட்டாளர்கள் என்ன செய்ய வேண்டும்? | Share Market | IPS Finance - 628 12.10.2026 18min

The Indian stock market is facing renewed selling pressure, with the Nifty 50 touching a fresh 52-week low of 22,179.90 on October 8, 2026. Although the index rebounded on October 9, it fell again on October 12, closing at 22,363.35. Rising global bond yields, persistent foreign investor outflows, escalating geopolitical tensions and elevated crude oil prices are weighing on market sentiment. Could the Nifty decline further towards the 20,000 mark, or could a recovery emerge from current levels? What do the latest market trends, technical support levels, corporate earnings and global economic developments indicate? While a fall to 20,000 remains a scenario rather than a certainty, investors need to understand the risks behind the ongoing correction.Should investors continue their SIPs, invest gradually, hold existing stocks or reassess their portfolios? The right approach depends on individual financial goals, investment horizons, asset allocation and risk tolerance—not just the latest market movement. In this episode of IPS Finance, we analyse the Nifty’s 52-week low, the possibility of further downside, the key factors driving market volatility and the important considerations investors should keep in mind during a correction.

SIR | FORM 6 குளறுபடி - இளைஞர்களின் வாக்குகளை பறிக்க திட்டமா? | CM VIJAY | NEHA BORA Imperfect Show 11.10.2026 19min

The Special Intensive Revision (SIR) of electoral rolls has sparked a nationwide debate over voter registration, transparency and the protection of voting rights. Controversy erupted after additional SIR-related declarations were introduced into the online version of Form 6, the application used by new and first-time voters to register. The changes reportedly raised concerns because young applicants whose parents’ names were absent from earlier electoral rolls could face difficulties completing the form. The Supreme Court has also questioned whether it approved these modifications.The Election Commission has since removed the additional declaration from Form 6 in states where the SIR process has concluded and directed officials to conduct special enrolment drives for eligible young and previously excluded voters. In Tamil Nadu, authorities have also announced steps to help first-time voters register. While the controversy has prompted allegations of possible voter exclusion, whether there was a deliberate plan to deny young people their voting rights remains a matter of scrutiny, not an established fact.Meanwhile, youth activist Neha Bora has emerged as a prominent voice in protests demanding accountability over electoral-roll revision and the role of the Election Commission. What are the concerns raised by young voters? How has the Form 6 controversy unfolded, and what is the position of Chief Minister Vijay and the TVK government amid the wider political debate over SIR? In this episode, Vikatan examines the Form 6 controversy, its implications for first-time voters, the protests led by young activists, and the questions surrounding electoral transparency and democratic rights.

CJP Protest - அச்சத்தில் MODI அரசு | VIJAY RAHUL சந்திப்பு - பின்னணி? | TVK | Imperfect Show 10.10.2026 27min

The political debate surrounding the Election Commission of India has intensified, with protests demanding the resignation of Chief Election Commissioner Gyanesh Kumar over alleged irregularities in the Special Intensive Revision (SIR) of electoral rolls. Opposition leaders, including Rahul Gandhi, have challenged the Commission’s handling of the process and raised concerns about voter-list revisions. These allegations remain contested, with the BJP-led Union government and the Election Commission facing mounting political scrutiny. Meanwhile, the CJP protest at Delhi’s Jantar Mantar has added another dimension to the debate. What are the protesters demanding, how has the government responded, and could the agitation influence the wider political conversation around electoral reforms? The controversy has also triggered questions about the relationship between the Centre, the Election Commission and opposition parties.In Tamil Nadu, Chief Minister and TVK leader Vijay’s meeting with Rahul Gandhi has attracted attention amid the continuing political developments. The meeting comes as the TVK government faces questions over its response to protests related to SIR, while the DMK has criticised TVK for not explicitly naming the BJP-led Union government in its condemnation of Rahul Gandhi’s detention. What does the Vijay–Rahul meeting signal about the relationship between the two parties, and how might it shape their political coordination? In this episode of Imperfect Show, we examine the CJP protest, the dispute over SIR and the Election Commission, the Modi government’s response, and the political significance of the Vijay–Rahul Gandhi meeting.

BY ELECTION வெற்றி - VIJAY க்கு பிளஸ்ஸா? | TVK | SIR | CJP | DMK | ADMK | Imperfect Show 09.10.2026 21min

Tamil Nadu’s by-election results in Dharapuram and Madurantakam have delivered a significant boost to Chief Minister C. Joseph Vijay and the Tamilaga Vettri Kazhagam (TVK). TVK’s P. Sathyabama won Dharapuram by 9,471 votes, while Maragatham Kumaravel established a strong lead in Madurantakam. The results have drawn attention because both candidates had previously represented these constituencies for the AIADMK before joining TVK.Does this victory strengthen Vijay’s political position and reinforce TVK’s momentum? What message does it send to the DMK and AIADMK, and how could it influence the state’s political equations? The results also raise broader questions about voter sentiment, the impact of SIR-related controversies and the ongoing debate surrounding the Election Commission and CJP protests. In this episode, we analyse the political significance of the by-election results, what they could mean for Vijay and TVK, and how the DMK and AIADMK may respond to this latest electoral development.

IT பங்குகள் 3% திடீர் ஏற்றம் ஏன்? | Stock Market | IPS Finance - 627 09.10.2026 17min

With volatility continuing across financial markets, investors are looking for opportunities in the commodity market. Gold and silver prices have rebounded amid movements in the US dollar, bond yields and geopolitical tensions, while crude oil remains sensitive to developments in the Gulf region. Which commodities deserve closer attention, and what risks should investors consider before investing? Meanwhile, Indian IT stocks rallied sharply on October 9, with the Nifty IT index gaining around 3%. Stronger-than-expected investor sentiment following TCS’s Q2 results, stable operating margins, growth in AI-related revenue and international business helped drive the rally. A weaker rupee and buying in stocks that had recently fallen also supported the recovery.Is the IT rally a short-term relief bounce or a sign of improving fundamentals? In the commodity market, how should investors assess gold, silver, crude oil and other metals amid global uncertainty? The answers depend on price trends, demand, currency movements and risk management. In this episode of IPS Finance, we analyse potential commodity-market opportunities, the risks behind gold and silver movements, and the key reasons for the sudden rally in IT stocks.

The political debate over the Special Intensive Revision (SIR) of electoral rolls is intensifying, with opposition parties stepping up protests demanding action against Chief Election Commissioner Gyanesh Kumar. Rahul Gandhi and other opposition leaders were detained in Delhi during demonstrations, while the Election Commission and BJP have rejected allegations of political manipulation. In Tamil Nadu, the SIR debate has created another political point of tension between TVK, DMK, Congress and AIADMK. TVK has reiterated its opposition to SIR and condemned Rahul Gandhi’s detention. At the same time, DMK has questioned Rahul Gandhi’s response to voter deletions in Tamil Nadu, adding a new layer to the political disagreement.With TVK now formally part of the INDIA bloc, the question is how the party will position itself in the continuing protests against the Election Commission and SIR. In this episode of IPS, we decode the SIR controversy, Rahul Gandhi’s protests, TVK’s position, DMK’s criticism, and the emerging political equations involving Vijay, Modi, Congress and AIADMK.

TCS Q2 Results | Market Bottom எப்போது? இப்போ வாங்கலாமா? | IPS Finance - 626 08.10.2026 13min

The Indian stock market has come under intense selling pressure, with the Sensex falling to a 32-month low and Nifty 50 dropping to around 22,232 on October 8. Surging crude oil prices, a weaker rupee, rising global bond yields, foreign investor outflows and the RBI’s recent repo-rate hike have added to the pressure. Against this backdrop, TCS Q2 FY27 results have become a key focus for investors. TCS reported revenue of ₹73,188 crore and net profit of ₹13,884 crore, with a second interim dividend of ₹12 per share. The results are being closely watched for signals on IT demand, AI-led growth, margins and the broader earnings outlook.With the market in a sharp correction, the big questions remain: Where could the market bottom out? Has the correction created opportunities, or could further downside remain? Should investors buy now, stagger purchases or wait for more clarity? These questions depend on valuations, earnings, crude prices, interest rates, foreign flows and global risks rather than on any single market level. In this episode of IPS Finance, we decode the reasons behind the market crash, analyse the TCS Q2 results, examine the factors that could influence a potential recovery, and discuss what investors should watch before making fresh investment decisions.

Tamil cinema and politics are once again intersecting, with fresh discussions around actors Sivakarthikeyan and Dhanush and their possible political trajectories. Sivakarthikeyan’s recent fan gathering and his reaction to a “Future CM” call have triggered speculation, although he has not announced any political plans. Dhanush has also been in the spotlight after urging his fan clubs to move beyond film celebrations and focus on welfare activities. His name was recently brought into the political conversation during the Dharapuram by-election campaign, but he too has not announced a political party or electoral roadmap.At the same time, Tamil Nadu politics is witnessing major developments involving Vijay and TVK, Rahul Gandhi, Prime Minister Modi, CEC Gyanesh Kumar and the SIR electoral-roll revision debate. TVK has formally joined the INDIA bloc, while the opposition continues to raise questions around the Election Commission and SIR.Who is shaping the political conversation around cinema stars? What does Vijay’s political journey reveal about the transition from fan clubs to political organisations? And how are the Modi–Rahul–CEC–SIR developments influencing Tamil Nadu politics? In this episode, we decode the political developments, emerging cinema-politics connections and the key questions surrounding Sivakarthikeyan, Dhanush, Vijay, Modi, Rahul Gandhi and CEC Gyanesh Kumar.

REPO RATE மாற்றம் முதலீட்டாளர்களை எப்படி பாதிக்கும்? | IPS Finance - 625 07.10.2026 17min

Indian stock markets came under pressure on Wednesday, with the Nifty 50 and Sensex declining, as investors reacted to a combination of rising crude oil prices, a weaker rupee, global uncertainty and the RBI’s latest monetary-policy decision. The RBI raised the repo rate by 25 basis points to 5.50%, its first hike since February 2023, and shifted its stance from neutral to “calibrated tightening.” Four key factors are weighing on sentiment: higher crude prices above $100 a barrel, rupee weakness, tighter global financial conditions and the RBI’s rate hike. Rate-sensitive sectors such as real estate, auto and FMCG faced pressure, while bond yields also moved higher.The repo-rate change has wider implications for investors and borrowers. Higher rates can increase borrowing costs and pressure valuations of rate-sensitive companies, while banks could see some support to margins as lending rates adjust. For borrowers, floating-rate home, personal and vehicle loans could become more expensive, whereas deposit and fixed-income returns may benefit over time. In this episode of IPS Finance, we decode the four major reasons behind today’s market decline, explain why the RBI raised the repo rate, and examine what the new interest-rate environment could mean for stocks, loans, bonds, banks and investors.

Chief Election Commissioner Gyanesh Kumar is facing fresh scrutiny after the Supreme Court sought records from the Election Commission over allegations of unilateral decision-making during the Special Intensive Revision (SIR) of electoral rolls. The Court also issued notice to the Centre and the ECI, while declining to pass an immediate order suspending the CEC. A key point of contention is the controversy surrounding changes made to Form 6. The Chief Justice of India said the Supreme Court had not approved the modifications, while the Election Commission maintains that its actions followed the applicable legal process. The contrasting positions have triggered a fresh political and legal debate over the ECI's functioning.Meanwhile, Rahul Gandhi and INDIA bloc leaders have intensified their campaign demanding Gyanesh Kumar's resignation, while the BJP has rejected the allegations. The controversy has also become part of the wider political battle surrounding the Tamil Nadu by-elections, with TVK, DMK and AIADMK taking positions on the SIR and Election Commission debate. In this episode of IPS, we examine what the Supreme Court actually said, the controversy over Form 6 and SIR, the allegations against Gyanesh Kumar, the responses from Modi's government and Rahul Gandhi, and how the Election Commission issue is playing out alongside the TVK–DMK–AIADMK political contest.

World Bank சொன்ன இந்திய GDP கணிப்பு என்ன? | IPS Finance - 624 06.10.2026 14min

Indian markets extended their recovery on Tuesday, with the Nifty 50 and Sensex gaining nearly 1%, supported by easing crude oil prices, positive September-quarter business updates and strength in banking and other heavyweight stocks. Global cues also improved as bond yields retreated from recent highs. Five key factors are driving the market move: lower crude prices, strong bank quarterly updates, positive corporate earnings expectations, supportive global market cues and buying in beaten-down stocks after the recent correction. With the RBI policy decision due Wednesday and TCS earnings on Thursday, investors are now watching whether the recovery can sustain.Meanwhile, the World Bank has raised its India FY27 GDP growth forecast to 7.1%, from 6.6% earlier. Strong domestic demand, private consumption and exports have supported the upgrade, although the World Bank has warned about risks from elevated oil prices, El Niño and global financial-market corrections. In this episode of IPS Finance, we decode the five reasons behind today’s market rally, examine the key triggers that could influence the next move, and break down the World Bank’s latest GDP forecast for India.

A growing political campaign against Chief Election Commissioner Gyanesh Kumar has intensified, with the CJP demanding his resignation over allegations related to electoral-roll revision and the functioning of the Election Commission. The CJP has also announced nationwide protests, while opposition parties have separately stepped up their demands for action against the CEC. In Tamil Nadu, the issue has become part of the wider political debate ahead of the Dharapuram and Madurantakam by-elections. DMK president M.K. Stalin has publicly demanded Gyanesh Kumar’s resignation and a halt to the Special Intensive Revision (SIR), while TVK has taken a more cautious position on the demand to remove the CEC.Meanwhile, TVK’s participation in the INDIA bloc’s discussions over the Election Commission has added another dimension to the political equations involving TVK, DMK and AIADMK. In this episode of IPS, we examine the CJP’s campaign against Gyanesh Kumar, the demands for his resignation, the contrasting positions of political parties, and how the Election Commission controversy is intersecting with the Tamil Nadu by-election battle.

இந்த வாரம் கவனிக்க வேண்டிய Economic Events | IPS Finance - 623 05.10.2026 14min

ITC shares witnessed a sharp rise on Monday, emerging among the top gainers in the Sensex pack. One key trigger was global brokerage Citi upgrading ITC from ‘Sell’ to ‘Buy’ and raising its target price to ₹300, citing improving risk-reward after the stock’s steep correction. Citi also expects the company’s pricing actions and portfolio changes to support a gradual recovery despite near-term pressure on cigarette earnings.Meanwhile, investors have several important economic triggers to watch this week. The RBI Monetary Policy Committee meeting, fresh economic data, global bond yields and crude oil prices are expected to remain in focus. The GST Council’s October 7 meeting is also being closely watched for proposed GST 2.0 process reforms, including changes related to input-tax credit and refunds. The week will also mark the beginning of the September-quarter earnings season, with TCS results among the key corporate events, while US bond yields, the rupee and crude prices could influence market sentiment. In this episode of IPS Finance, we decode the reasons behind ITC’s sudden rise and track the key economic events and market triggers investors need to watch this week.

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