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🇮🇳India Daybook Stocks in News

T.me/AlliesFin

*Dilip Buildcon:* Company gets letter of acceptance for project worth Rs 413 crore from Madhya Pradesh Water Resource Department. (Positive)

*Venus Remedies:* Company gets approvals to market three cancer drugs in Ukraine. (Positive)

*Gensol Engineering:* Company announces setting up a 160 megawatt solar power project in Gujarat at a cost of Rs 128 crore. (Positive)

*RPP INFRA:* Company wins new orders worth approx. 941.3M rupees. (Positive)

*Servotech Power:* Company to build 20 EV charging stations for Nashik Municipal Corporation (Positive)

*NHPC:* Company wins bid for 200 MW solar power project in Gujarat (Positive)

*RITES:* Company gets Rs 67.5 crore order for quality inspection of 18 trades of toolkits. (Positive)

*HG Infra:* Company gets letter of acceptance for four projects worth Rs 1,026 crore with Stockwell Solar Services joint venture consortium. (Positive)

*Sonata Software:* Company signs go-to-market partnership with zones to simplify enterprise application delivery. (Positive)

*IOL Chemicals:* Company successfully completes Brazilian Health Regulatory Agency (ANVISA) GMP Audit. (Positive)

*Veritas:* Consortium with Genesys Intl gets LoA for a project worth ₹155.85 crore (Positive)

*South West Pinnacle:* Received LoA worth of Rs 54.81 crore from Central Ground water Board (Positive)

*Aegis Logistics:* Aegis Vopak Terminals Limited, has approved the acquisition of specialized storage terminals at Mangalore (Positive)

*RPP Infra:* Company has received a LOA for providing pipe cause way and Street Light arrangements in SIPCOT Industrial Park with contract value of Rs 94.13 Crores (Incl of GST) (Positive)

*DCAL:* Company has completed the Brazilian Regulatory Authority Agency (ANVISA) audit in Shanghai, China (Positive)

*NIBE:* Order received from L&T for assemblies and sub-assemblies of Heavy Structures, including construction gabion walls, with a total consideration of Rs. 21.83 Cr. (Positive)

*Ind-Swift Lab:* Company has successfully completed the slump sale of its API and CRAMS business to Synthimed Labs for an Enterprise Value of Rs. 1650 Crores. (Positive)

*ZF Steering:* Company has started commercial production at its Maharashtra Industrial Development Corporation facility. (Positive)

*Satin Creditcare:* Promoter group bought 96,553 shares from open market worth 1.91 Cr (Positive)

*Lemon Tree:* Company has signed a License Agreement for Lemon Tree Hotels Agartala, Tripura (Positive)

*Genesys:* Consortium gets LoA for a project worth ₹155.85 crore from the BMC. (Positive)

*IFCI:* Board to meet today to consider Preferential Issue of Equity Shares to the Government of India (Positive)

*Poonawalla Fincorp:* Company appoints Arvind Kapil as MD & CEO for 5 years effective June 24. (Neutral)

*Godawari Power:* Company board approves merger of wholly-owned arm, Godawari Energy with company (Neutral)

*TCS:* Tata Sons offers to sell 2.34 crore company shares at Rs 4,001/per share. (Neutral)

*ABSL AMC:* AB Capital to sell 4.99% stake of Aditya Birla Sun Life AMC via offer for sale to meet minimum public shareholding norms (Neutral)

*Ashoka Buildcon:* Companyhas received a Provisional Certificate for completing 20.76 KMs in aggregate for its NHAI Project (Neutral)

*GAEL:* Company has allotted 22.9 Cr fully paid-up bonus equity shares in the ratio 1:1 to eligible members. (Neutral)

*IRCTC:* Company has approved a project cost of Rs. 187.23 crores for a Disaster Recovery site for NGeT System at PRS Data Center at Secunderabad for 5 years. (Neutral)

*Reliance Naval:* Company changed name to Swan Defence & Heavy Industries (Neutral)

*Tata Steel:* UK subsidiary has decided to cease operations of the Coke Ovens at the Port Talbot plant, in Wales, following a deterioration of operational stability (Neutral)

*L&T Finance:* Company gets Board nod for raising up to ₹1.01 lakh crore via NCDs in 1 or more tranches (Neutral)

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 19-03-2024 :

T.me/AlliesFin

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -14982* 😭

*INDEX FUT. : -2142*

*INDEX OPT. : 14545*

*STOCK FUT. : +1217*

*STOCK OPT. : +488*

SEC. IN F&O BAN FOR, 20-Mar-24 :

*1. INDUSTOWER 2. BHEL 3. BIOCON 4. HINDCOPPER 5. PEL 6. RBLBANK 7. SAIL 8. ZEEL 9. BALRAMCHIN*

*ADDITION : INDUSTOWER*

*DELETION : ABFRL, MANAPPURAM, NATIONALUM, TATACHEM*

INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 19-MAR-2024 :

*FIIS : BUY +1,421 (16,839-15,418)* 😃

*DIIS : BUY +7,449 (16,886-9,437)*😃😃

*BSE SENSEX : -736 (72,012)🔽*

*NSE NIFTY : -238 (21,817)🔽*

*BSE MIDCAP. : -521 (37,743)*🔽

*BSE SMLCAP. : -536 (41,446)*🔽

*B. CRUDE : $ 87.29* 🔼 😥

*GOLD: $ 2,154=INR 64,840(10gr)*↔️😳

*SILVER : RS. 77,300 (kg)(5pm)*🔼🙂

*FOREX : RS. $ 83.04 🔽 😩*

*7.18% GOI '33: 7.0981%(100.5450)🔼☺️*

*7.18% GOI '37: 7.1555% (100.1950)🔼😩*

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 22-03-2024 :

T.me/AlliesFin

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -12164* 😭

*INDEX FUT. : +1432*

*INDEX OPT. : -19854*

*STOCK FUT. : +5919*

*STOCK OPT. : +337*

*SEC. IN F&O BAN FOR, 26.03.2024 :*

*1. BIOCON 2. SAIL 3. TATACHEM 4. ZEEL*

*ADDITION : NIL*
*DELETION : BALRAMCHIN, PEL, INDUSTOWER*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 22-MAR-2024 :*

*FIIS : SELL -3,310 (17,460-20,770)* 😥

*DIIS : BUY +3,765 (12,729-8,964)* 😃

*BSE SENSEX : +191 (72,832)🔼*

*NSE NIFTY : +85 (22,097)🔼*

*BSE MIDCAP. : +149 (38,801)*🔼

*BSE SMLCAP. : +449 (42,771)*🔼

*B. CRUDE : $ 85.08* 🔽🙂

*GOLD: $ 2,171=INR 66,000(10gr)*🔼🙂

*SILVER : RS. 76,500 (kg)(5pm)*🔽😭

*FOREX : RS. $ 83.42 🔽 😥*

*7.18% GOI '33: 7.0927%(100.58)🔼😩*

*7.18% GOI '37: 7.1554% (100.1950)🔼😩*

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 01-04-2024 :

T.me/AlliesFin

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -5368* 😭

*INDEX FUT. : +275*

*INDEX OPT. : -7064*

*STOCK FUT. : +1019*

*STOCK OPT. : +401*

*SEC. IN F&O BAN FOR, 02 APRIL, 2024 :*

*NIL*

*ADDITION : NIL*
*DELETION : ZEEL*

INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 01-APRIL-2024 :

*FIIS : SELL -522 (8,818-9340)* ☺️

*DIIS : BUY +1,208 (10,193-8,985)* 😃

*BSE SENSEX : +363 (74,014)🔼*

*NSE NIFTY : +135 (22,462)🔼*

*BSE MIDCAP. : +646 (39,968)*🔼

*BSE SMLCAP. : +1288 (44,454)*🔼

*B. CRUDE : $ 87.45* 🔼😥

*GOLD: $ 2,235=INR 69,180(10gr)*🔼😃

*SILVER : RS. 78,600 (kg)(5pm)*🔼😃

*FOREX : RS. $ 83.40 🔽 ☺️*(Close)

*7.18% GOI '33: 7.0556%(100.83)🔽🙂*(Close)

*7.18% GOI '37: 7.0891% (100.76)🔽😊* (Close)

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IINSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 04-04-2024 :

T.me/AlliesFin

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -6772* 😭

*INDEX FUT. : -1871*

*INDEX OPT. : +61576*

*STOCK FUT. : -77445*

*STOCK OPT. : +10968*

*SEC. IN F&O BAN FOR, 05 APRIL, 2024 :*

*1. HINDCOPPER 2. SAIL 3. ZEEL*

*ADDITION : NIL*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 04-APRIL-2024 :*

*FIIS : SELL -1,136 (13,478-14,615)* 😥

*DIIS : SELL -893 (12,219-13,112)* 😩

*BSE SENSEX : +351 (74,228)🔼*

*NSE NIFTY : +80 (22,514)🔼*

*BSE MIDCAP. : -45 (40,625)*🔽

*BSE SMLCAP. : +248 (45,804)*🔼

*B. CRUDE : $ 89.00* 🔽🙂

*GOLD: $ 2,291=INR 71,000(10gr)*🔼🙂

*SILVER : RS. 82,000 (kg)(5pm)*🔼😃

*FOREX : RS. $ 83.44 🔽 ☺️*

*7.18% GOI '33: 7.0934%(100.5725)🔽🙂*

*7.18% GOI '37: 7.1306% (100.4050)🔽🙂*

Dalmia Bharat: Company’s subsidiary is set to acquire 18.13% equity share capital of O2 Renewable Energy V Pvt Ltd for Rs. 7.81 Cr. (Neutral)

Info Edge Q4: Standalone billings at ₹826.9 cr vs ₹748.6 cr YoY. (Neutral)

Titan: Company revenue rose 17% year-on-year; Net added 86 stores in Q4, emerging businesses up 24% year-on-year, added 11 new stores. (Neutral)

Bank of Baroda: Domestic deposits stand at Rs 11.3 lakh crore, up 7.75% year-on-year, global deposits stand at Rs 13.3 lakh crore, up 10.2% year-on-year. (Neutral)

Bank India: Total Business (Global) at ₹13.23 lk cr vs ₹12.73 lk Cr QoQ & vs ₹11.85 lk cr YoY (Neutral)

PNB: Total Business up 2.9% QoQ & 8.8% YoY, Total Deposits up 3.5% QoQ & 7% YoY (Neutral)

Union Bank: Total Business (Global) up 2.80% QoQ & 10.31% YoY, Total Deposits (Global) up 4.19% QoQ & Up 9.29% YoY (Neutral)

LIC Housing Finance: Company Fined for Rs 49.7 lakh for violating fair practices code norms by RBI. (Neutral)

J&K Bank: Pratik D Punjabi resigns as Chief Financial Officer of the bank (Neutral)

Vijaya: CANARA Robeco Small cap fund sold 692,000 Shares at Rs 664/ Share (Neutral)

Bandhan Bank: Chandra Shekhar Ghosh to retire as MD and CEO of Bandhan Bank upon tenure completion

United Breweries: Company receives tax demand of over Rs 263.70 crore.

CESC: Company gets GST demand order of Rs 108.1 crore including the tax and penalty.

Wipro: Thierry Delaporte Resigns As MD & CEO effective 6-April

Nestle: Company approved payment of general license fees by the company to Nestle S.A. at the rate not exceeding 5.25%

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 18-04-2024 :

T.me/AlliesFin

*FIIS F & O : RS. CRS. :*

*TOTAL NET BUY : +18572* 😃

*INDEX FUT. : -7021*

*INDEX OPT. : +29647*

*STOCK FUT. : -4597*

*STOCK OPT. : +543*

*SEC. IN F&O BAN FOR, 19 APRIL, 2024 :*

*1. BALRAMCHIN 2. BANDHANBNK 3. EXIDEIND 4. GNFC 5. HINDCOPPER 6. IDEA 7. METROPOLIS 8. NATIONALUM 9. PEL 10 . SAIL 11. ZEEL*

*ADDITION : EXIDEIND*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 18-APRIL-2024 :*

*FIIS : SELL -4,260 (18,231-44,491)* 😥

*DIIS : BUY +2,285 (14,273-11,988)* 😃

*BSE SENSEX : -454 (72,490)🔽*

*NSE NIFTY : -152 (21,996)🔽*

*BSE MIDCAP. : -156 (40,159)*🔼

*BSE SMLCAP. : +26 (45,450)*🔼

*B. CRUDE : $ 87.02* 🔽😃

*GOLD: $ 2,376=INR 73,000(10gr)*🔼🙂

*SILVER : RS. 86,500 (kg)(5pm)*🔽☺️

*FOREX : RS. $ 83.54 🔽 ☺️*

*7.10% NEW GOI '34 : 7.1321% (99.77)🔽🙂*

*7.18% GOI '33: 7.1905%(99.9150)🔼☺️*

*7.18% GOI '37: 7.2190% (99.6550)↔️😳*

FIVE BEST SENTENCES 💐

T.me/AlliesFin

1. You cannot legislate the poor into prosperity, by legislating the wealthy out of prosperity.

2. What one person receives without working for, another person must work for without receiving.

3. The government cannot give to anybody anything that the government does not first take from somebody else.

4. You cannot multiply wealth by dividing it.

5. When half of the people get the idea that they do not have to work, because the other half is going to take care of them, and when the other half gets the idea that it does no good to work, because somebody else is going to get what they work for, that is the beginning of the end of any nation!

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Pre Market Clues

T.me/AlliesFin

*FED'S POWELL:*

THERE ARE PATHS TO NOT CUTTING, AND PATHS TO CUTTING, IT WILL DEPEND ON THE DATA.

MY CONFIDENCE IN INFLATION MOVING BACK DOWN IS LOWER THAN BEFORE.

AS INFLATION HAS COME DOWN TO BELOW 3%, THE FED'S EMPLOYMENT GOAL COMES BACK INTO FOCUS.

(TREASURY 2- TO 10-YEAR YIELDS FALL 10 BASIS POINTS ON DAY AS FED CHAIR INDICATING DATA DRIVEN POLICY APPROACH)

*News Headlines from Business News Agencies:*

*Business Standard*

📝 Tata Motors post higher April sales, Eicher sales dip
📝 No Maruti Suzuki EVs for India this year. Wait till FY26: RC Bhargava
📝 UPI transactions dip marginally in April to Rs 19.64 trn; grow Y-o-Y
📝 Jindal Stainless announces expansion plans, to invest Rs 5,400 cr
📝 APSEZ becomes India's 1st large-sized pvt infra developer to get AAA rating
📝 J&J subsidiary proposes paying $6.48 bn over 25 yrs to settle talc lawsuits
📝 GST mop-up hits record on good economic momentum, efficient collections: FM
📝 Truck rentals tepid, commercial vehicle sales skid in April, says report
📝 Tata Motors receives tax demand of nearly Rs 25 cr; plans to file appeal
📝 Sebi bans Manpasand Beverages, 3 top officials from market for 3 years
📝 Govt unlikely to impose export curbs on low-grade iron ore, says report

*Economic Times*

📝 Maruti Suzuki's total sales increase 5% to 168,089 units in April
📝 India's power consumption rises 11 pc to 144.89 billion units in April
📝 MG Motor India reports 1.45 pc dip in retail sales at 4,485 units in April
📝 Hyundai sales rise 9.5 pc to 63,701 units in April
📝 ITC brand Fortune Hotels targets opening a new hotel every month in FY25
📝 Quality concerns could threaten over half of India's spice exports; needs urgent attention: GTRI
📝 India may see above normal maximum temperatures in May: IMD
📝 Saudi Arabia's Q1 GDP shrinks by estimated 1.8% YoY as oil sector weighs
📝 Novo Nordisk owner to invest $200 million in quantum computing startups
📝 Adani Energy Solutions' Q4 net profit falls 13% to Rs 381 cr
📝 Microsoft to power data centers with Brookfield renewables deal: report
📝 Microsoft to open first regional data centre in Thailand

*Mint*

📝 GST collection hits record high of ₹2.10 trillion in April
📝 Ambuja Cements Q4 net profit up 6% YoY to ₹532 cr; declares dividend of ₹2
📝 FPIs turn net sellers worth ₹8,671 crore in April after 2 months of buying
📝 Govt to go ahead with administrative allocation for satellite broadband
📝 Brazil’s Embraer plots a new 737-sized jet to rival Boeing
📝 Stride Ventures closes third fund at $165 million
📝 Oil retailers hike ATF rates, slash commercial LPG cylinder prices
📝 India’s plastics exports fall as global economic condition takes a toll
📝 India, US to expand warship repair network
📝 Godrej family to split 127-year-old business empire
📝 Blackstone-backed Aadhar Housing Finance's Rs 3,000 cr IPO to open on May 8


*Q4FY24 EARNING CALENDAR 02.05.2024*

*ADANIENT*, *ADANIPORTS*, AJANTPHARM, BLUEDART, CEATLTD, CIEINDIA, *COALINDIA*, *COFORGE*, *DABUR*, *FEDERALBNK*, JBMA, KEI, KPRMILL, PGHL, RAILTEL, RKFORGE, RSYSTEMS, SOUTHBANK, VOLTAMP

*Adani Port*
▪️ Revenue expected at Rs 7055 crore versus Rs 5796 crore
▪️ EBITDA expected to be seen at Rs 4386 crore versus Rs 4035 crore
▪️ EBITDA margin expected to be seen at 62.2% versus 69.6%
▪️ Net profit expected to be seen at Rs 2224 crore versus of Rs 2432 crore

*COAL INDIA*
▪️ Revenue expected at Rs 37,600 crore versus Rs 38,152 crore
▪️ Adj. EBITDA expected to be seen at Rs 9500 crore versus Rs 8600 crore
▪️ EBITDA margin expected to be seen at 25.2% versus 22.5%
▪️ Net profit expected to be seen at Rs 6800 crore versus of Rs 5528 crore

*COFORGE*
▪️ Rupee Revenue expected at Rs 2402 crore versus Rs 2325 crore
▪️ EBIT expected to be seen at Rs 368 crore versus Rs 325 crore
▪️ EBIT margin expected to be seen at 15.3% versus 14%
▪️ Net profit expected to be seen at Rs 264 crore versus of Rs 238 crore

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 03-05-2024 :

T.me/AlliesFin

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -15778* 😭

*INDEX FUT. : -4419*

*INDEX OPT. : -4309*

*STOCK FUT. : -8189*

*STOCK OPT. : +1140*

*SEC. IN F&O BAN FOR, 06 MAY, 2024 :*

*1. IDEA 2. BIOCON 3. ABFRL 4. BALRAMCHIN 5. GMRINFRA*

*ADDITION : BALRAMCHIN GMRINFRA*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 03-MAY-2024 :*

*FIIS : SELL -2,392 (17,440-19,832)* 😥

*DIIS : BUY +690 (13,865-13,175)* 😊

*BSE SENSEX : -733 (73,878)🔽*

*NSE NIFTY : -172 (22,476)🔽*

*BSE MIDCAP. : -89 (42,414)*🔽

*BSE SMLCAP. : -260 (47,191)*🔽

*B. CRUDE : $ 83.61* ↔️😳

*GOLD: $ 2,301=INR 70,650(10gr)*↔️😳

*SILVER : RS. 82,000 (kg)(5pm)*↔️😳

*FOREX : RS. $ 83.43 🔼 🙂*

*7.10% NEW GOI '34 : 7.1141% (99.8925)🔽🙂*

*7.18% GOI '33: 7.1470%(100.2050)🔽🙂*

*7.18% GOI '37: 7.1921% (99.8825)🔽😊*

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 06-05-2024 :

T.me/AlliesFin

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -9150* 😥

*INDEX FUT. : +535*

*INDEX OPT. : -11508*

*STOCK FUT. : +167*

*STOCK OPT. : +1654*

SEC. IN F&O BAN FOR, 07 MAY, 2024 :

*1. IDEA 2. BIOCON 3. ABFRL 4. BALRAMCHIN 5. GMRINFRA 6. SAIL*

*ADDITION : SAIL*
*DELETION : NIL*

INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 06-MAY-2024 :

*FIIS : SELL -2,169 (12,598-14,767)* 😥

*DIIS : BUY +781 (13,791-13,010)* 😊

*BSE SENSEX : +17 (73,895)🔼*

*NSE NIFTY : -33 (22,443)🔽*

*BSE MIDCAP. : -405 (42,009)*🔽

*BSE SMLCAP. : -498 (46,693)*🔽

*B. CRUDE : $ 83.65* ↔️😳

*GOLD: $ 2,320=INR 71,350(10gr)*🔼😊

*SILVER : RS. 82,500 (kg)(5pm)*🔼🙂

*FOREX : RS. $ 83.49 🔽 ☺️*

*7.10% NEW GOI '34 : 7.0726% (100.1850)🔽😊*

*7.18% GOI '33: 7.1068%(100.4750)🔽😊*

*7.18% GOI '37: 7.1533% (100.21)🔽😊*

WHY ARE FIIs SELLING INDIA

T.me/AlliesFin

*QUICK TAKE*: I think FIIs are not selling India because they have a worry on India. Yes, definitely there is a bit of profit booking going on, but more importantly they are selling India because they are selling EM equities in general. We are seeing that India dedicated foreign funds are continuing to get inflows and FIIs are buying primary equities while selling in secondary markets!

1) FIIs are putting in money in primary markets but pulling out of secondary markets: In FY25 TD FIIs have put in $1.7bn in primary markets and taken out $3.6bn from secondary markets. If they were turning -ve on India they would also reduce the participation in primary markets in my view. In this case the secondary market selling is primarily funding the primary market deployment.

2) FIIs are selling EM equities in general, not only India:– FIIs have been sellers in several EM markets, not only India. EM ex-China outflow is ~$8bn in the month of April vs India seeing $1.3bn outflows.

3) FII EM selling more on account of US yields going up: If you look at FII flows into EM equities it is quite linked to what the view on US rates is and understandably so! When yields in US tighten, there is less reason to hunt for better returns in EM markets and we see FII inflow in EM equities come off.

4) *Are FIIs selling India to buy China?* China is seeing buying from FIIs as you can see in the above chart and India is seeing selling. However, I would not say that FIIs are selling India to buy China! Reason for it is that India dedicated FII ETF funds are still seeing inflows (next point). China, Korea and Turkey are the only relatively large EM markets FIIs are buying…they are selling every other EM market. So, I would not take the selling by FIIs in India as an indication of FIIs taking a specific India call…I would take it as an EM issue and India is part of it!

5) *ETF data also indicates no India dedicated selling*: I usually track the foreign ETF data to figure out flow trends because with ETFs you can see daily inflows/outflows. This data shows that India dedicated foreign ETFs like iShares India ETF continue to see inflows! However, EM ETFs are seeing outflows.

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 14-05-2024 :

T.me/AlliesFin

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -15994* 😭

*INDEX FUT. : -2363*

*INDEX OPT. : -12903*

*STOCK FUT. : -1168*

*STOCK OPT. : +442*

*SEC. IN F&O BAN FOR, 15 MAY, 2024 :*

*1. BALRAMCHIN 2. BSOFT 3. CANBK 4. GMRINFRA 5. HINDCOPPER 6. IDEA 7. PEL 8. SAIL 9. ZEEL*

*ADDITION : BSOFT*
*DELETION : PNB*

INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 14-MAY-2024 :

*FIIS : SELL -4,065 (9,988-14,054)* 😥

*DIIS : BUY +3,528 (11,455-7,927)* 😃

*BSE SENSEX : +328 (73,104)🔼*

*NSE NIFTY : +114 (22,218)🔼*

*BSE MIDCAP. : +467 (41,644)*🔼

*BSE SMLCAP. : +809 (46,102)*🔽

*B. CRUDE : $ 82.34* 🔽😊

*GOLD: $ 2,350=INR 72,600(10gr)*🔼😊

*SILVER : RS. 85,000 (kg)(5pm)*🔽🙂

*FOREX : RS. $ 83.51 🔼 🙂*

*7.10% NEW GOI '34 : 7.0588% (100.28)🔽🙂*

*7.18% GOI '33: 7.1067%(100.4750)🔽🙂*

*7.18% GOI '37: 7.1433% (100.2950)🔽🙂*

🇮🇳Bharat India Daybook Stocks in News

T.me/AlliesFin

Dollar Ind: Net profit at Rs 33.6 cr vs Rs 0.5 cr, Revenue at Rs 500 cr vs Rs 406 cr. (YoY) (Positive)

GE T&D: Net profit at Rs 66 cr vs poll of Rs 51.8 cr, Revenue at Rs 914 cr vs poll of Rs 860 cr. (Positive)

Eris Life: Net profit at Rs 80 cr vs Rs 61 cr , Revenue at Rs 551 cr vs Rs 403 cr. (YoY) (Positive)

Godawari Power: Net profit at Rs 84.4 cr vs Rs 74.9 cr, Revenue at Rs 1301 cr vs Rs 1174 cr. (YoY) (Positive)

Fiem Ind: Net profit at Rs 46 cr vs Rs 38 cr, Revenue at Rs 558 cr vs Rs 436 cr. (YoY) (Positive)

JK Tyre: Net profit at Rs 169 cr vs Rs 61 cr (YoY) , Revenue at Rs 3698 cr vs Rs 3632 cr. (YoY) (Positive)

Hindustan Foods: Net profit at Rs 23 cr vs Rs 20 cr (YoY) , Revenue at Rs 731 cr vs Rs 660 cr. (YoY) (Positive)

Action Construction: Net profit at Rs 98.45 cr vs Rs 47.15 cr, Revenue at Rs 836 cr vs Rs 614 cr (YoY) (Positive)

Metropolis: Net profit at Rs 36.5 cr vs Rs 33.5 cr, Revenue at Rs 331 cr vs Rs 283 cr. (YoY) (Positive)

Hitachi Energy: Net profit at Rs 114.0 cr vs Rs 50.8 cr, Revenue at Rs 1695 cr vs Rs 1334 cr. (YoY) (Positive)

Morepan: Net profit at Rs 28.3 cr vs Rs 8.2 cr, Revenue at Rs 423 cr vs Rs 364 cr. (YoY) (Positive)

Laxmi Organics: Net profit at Rs 44 cr vs Rs 27 cr, Revenue at Rs 792 cr vs Rs 694 cr. (YoY) (Positive)

PI Ind: Net profit at ₹369.5 cr vs ₹280.6 cr, Revenue at ₹1,741 cr vs ₹1,565.6 cr (YoY) (Positive)

Gulf Oil: Net profit up 38.74% at ₹86.2 cr vs ₹62.2 cr, Revenue up 9.8% at ₹869.6 cr vs ₹792 cr (YoY) (Positive)

Sheela Foam: Net profit up 49.5% at ₹64.6 cr vs ₹43.2 cr Revenue up 16% at ₹845.2 cr vs ₹729 cr (YoY) (Positive)

Greenply: Net profit at Rs 28.4 cr vs Rs 11.1 cr, Revenue at Rs 600.0 cr vs Rs 427 cr. (YoY) (Positive)

PNC Infratech: Company declared L1 for two EPC road projects worth ₹4,994 crore of Maharashtra State Road Development Corporation (Positive)

GR Infraprojects: Company emerges L1 bidder for two projects worth ₹4,346 crore of Maharashtra State Road Development Corporation Limited (Positive)

ONGC: Company says co aims to produce 47 million tonnes of oil equivalent in 3 Years (Positive)

Dr Reddy: Company unit in license pact for Alvotech's Denosumab rights in US (Positive)

Suyog: Company signs 15-year pact with BSNL for roll-out of sites across India (Positive)

Ease My Trip: Company signs a Letter of Intent to join with the ONDC. (Positive)

Man Industries: Company gets new export orders worth Rs 505 crore (Positive)

Ajooni Biotech: Company opens its rights issue with aim to raise Rs 43.81 crore from existing shareholders. (Positive)

Shriram Properties: Company entered a Joint Development Agreement for a 4-acre land parcel in Yelahanka (Positive)

Biocon: Company receives approval from U.S. FDA for a drug used to treat different types of eye disorders. (Positive)

TVS Motor: Company launches TVS iQube electric scooter in Sri Lanka (Positive)

Max Life Insurance: Company plans to hire 30,000 agents and open 50 to 100 new offices in FY25 to drive premium growth. (Positive)

Lupin: Company enters into a settlement agmt with Health Care Service w.r.t diabetes drug Glumetza case, to pay $9 m to Health Care Service as part of the settlement (Positive)

Indoco Remedies: Company gets U.S. FDA final ANDA approval for Pregabalin capsules. (Positive)

Vedanta: Company says suspension of mining ops at iron ore mine revoked (Positive)

Royal Orchid Hotels: Company to open 5-star resort in Kevadia, Gujarat (Positive)

Gulshan Poly: Net profit at Rs 6.57 cr vs Rs 14.27 cr, Revenue at Rs 406 cr vs Rs 302 cr (YoY) (Neutral)

Welspun Ent: Net profit at Rs 85 cr vs Rs 157 cr, Revenue at Rs 821 cr vs Rs 845 cr (YoY) (Neutral)

*VA Tech: Net profit at Rs 78 cr vs loss of Rs 112 cr, Revenue at Rs 934 cr vs Rs 927 cr (YoY) (Neutral)

BHEL: Net profit at Rs 484 cr vs Rs 645 cr, Revenue at Rs 8260 cr vs Rs 8227 cr. (YoY) (Neutral)

Ircon: Net profit at Rs 247 cr vs Rs 257 cr, Revenue at Rs 3743 cr vs Rs 3781 cr. (YoY) (Neutral)

GLOBAL MARKETS UPDATE
https://whatsapp.com/channel/0029VaPrz8AIXnlv64xTjs1f/180

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 23-05-2024 :

T.me/AlliesFin

*FIIS F & O : RS. CRS. :*

*TOTAL NET BUY : -37538* 😃

*INDEX FUT. : +7216*

*INDEX OPT. : -55248*

*STOCK FUT. : +9550*

*STOCK OPT. : +943*

SEC. IN F&O BAN FOR, 24 MAY, 2024 :

*1. ABCAPITAL 2. BALRAMCHIN 3. BANDHANBNK 4. IEX 5. METROPOLIS 6. HINDCOPPER 7. NATIONALUM 8. INDIACEM 9. PEL 10 . PNB 11. ZEEL*

*ADDITION : NIL*
*DELETION : BIOCON, IDEA*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 23-MAY-2024 :*

*FIIS : BUY +4,671 (19,821-15,150)* 😃

*DIIS : BUY +146 (12,439-12,293)* 🙂

*BSE SENSEX : +1197 (75,418)🔼*

*NSE NIFTY : +370 (22,968)🔼*

*BSE MIDCAP. : +249 (43,419)*🔼

*BSE SMLCAP. : +130 (48,091)*🔼

*B. CRUDE : $ 82.12* 🔽🙂

*GOLD: $ 2,342=INR 73,000(10gr)*🔽😭

*SILVER : RS. 91,000 (kg)*🔽😭

*FOREX : RS. $ 83.31 🔼 🙂(CLOSE)*

*7.10% GOI '34 : 6.9919% (100.75)🔽😊(CLOSE)*

*7.18% GOI '33: 7.0371%(100.9425)🔽😊(CLOSE)*

*7.18% GOI '37: 7.0704% (100.9150)🔽😊(CLOSE)*