TRUMP AT UN GENERAL ASSEMBLY 2026
We passed the largest tax break in history.
I call on Iran to reach a deal.
We are adding weapons to our stockpiles fast.
We won't give credence to the election when it comes to Iran.
I urge nations to join in the economic isolation of Iran.
We will be able to supply allies at a much faster rate.
We ended the war in Gaza, freed all hostages.
I have had the great honour of settling 8 wars.
A Russia-Ukraine deal will happen soon.
We are working closely with Russia and Ukraine leaders.
We signed a major oil deal with Venezuela.
We passed the largest tax break in history.
I call on Iran to reach a deal.
We are adding weapons to our stockpiles fast.
We won't give credence to the election when it comes to Iran.
I urge nations to join in the economic isolation of Iran.
We will be able to supply allies at a much faster rate.
We ended the war in Gaza, freed all hostages.
I have had the great honour of settling 8 wars.
A Russia-Ukraine deal will happen soon.
We are working closely with Russia and Ukraine leaders.
We signed a major oil deal with Venezuela.
π5β€2
ADITYA INFOTECH LTD ;
LAUNCHED QIP, FIXES FLOOR PRICE @ βΉ3648.43/SHARE
β’ Qualified Institutions Placement (QIP) issue opens Sept 22, 2026.
β’ Floor price set at βΉ3,648.43 per Equity Share.
β’ Discount of up to 5% allowed on floor price.
β’ Impact: Fundraise via QIP.
LAUNCHED QIP, FIXES FLOOR PRICE @ βΉ3648.43/SHARE
β’ Qualified Institutions Placement (QIP) issue opens Sept 22, 2026.
β’ Floor price set at βΉ3,648.43 per Equity Share.
β’ Discount of up to 5% allowed on floor price.
β’ Impact: Fundraise via QIP.
COFORGE: EXPANDS AGENTICOPS CAPABILITIES
β’ Expanding AgenticOps capabilities to help enterprises scale AI-driven autonomy securely and cost-effectively.
β’ Working with 160+ clients on their AgenticOps journey.
β’ EvolveOps.AI is the AgenticOps layer within Coforge's Nuuron AI autonomy enablement suite.
β’ Focus areas include AI governance, security, resilience and trusted AI infrastructure for autonomous systems.
β’ Expanding AgenticOps capabilities to help enterprises scale AI-driven autonomy securely and cost-effectively.
β’ Working with 160+ clients on their AgenticOps journey.
β’ EvolveOps.AI is the AgenticOps layer within Coforge's Nuuron AI autonomy enablement suite.
β’ Focus areas include AI governance, security, resilience and trusted AI infrastructure for autonomous systems.
β€1
TRUMP SAYS HE AND ZELENSKIY ARE WORKING ON A SOLUTION TO END THE WAR AND THAT UKRAINE 'WILL MAKE A DEAL', ADDING THAT HE DISCUSSES IT OFTEN, INCLUDING WITH PUTIN
π7β€1
TRUMP SAYS THE IRAN MEETING 'WENT VERY WELL', ADDING THAT U.S. OFFICIALS MET WITH AN IRANIAN DELEGATION EARLIER FOR THREE HOURS
π3β€1
US TREASURY SECRETARY BESSENT: ADMINISTRATION EXAMINING DIESEL EXPORT BAN & WHETHER IT IS FEASIBLE
π2β€1
BESSENT EMERGES AS FRONTRUNNER FOR TRUMPβS NEW βAI CZARβ ROLE β SEMAFOR
β€2π2π1
UBS on Financials
Believe India is entering a strong unsecured credit growth cycle, led by personal loans.
Think this is being supported by healthy asset quality across banks and NBFCs, flat unsecured household leverage over past three years, abundant system liquidity & a more risk-on stance from lenders
With gold prices stabilizing and, thus, likely gold loan growth moderation, a key substitute for personal loans over past few years could lose some momentum
This may benefit private banks and large NBFCs with strong personal loan franchises
Believe India is entering a strong unsecured credit growth cycle, led by personal loans.
Think this is being supported by healthy asset quality across banks and NBFCs, flat unsecured household leverage over past three years, abundant system liquidity & a more risk-on stance from lenders
With gold prices stabilizing and, thus, likely gold loan growth moderation, a key substitute for personal loans over past few years could lose some momentum
This may benefit private banks and large NBFCs with strong personal loan franchises
S&P UPGRADES INDIA'S FY27 REAL GDP GROWTH FORECAST TO 7%
Upgrades India's FY27 Real GDP Growth Forecast By 4 Bps To 7%
Robust Industrial Activity, Healthy Consumption Support Higher Growth
Strong Exports, Accelerating Govt Investment Key Growth Drivers
Expect RBI To Raise Repo Rate By 25 Bps ΀ο 5.50% In FY27
Inflationary Pressures, West Asia War, Weather Risks Support Rate Hike
Upgrades India's FY27 Real GDP Growth Forecast By 4 Bps To 7%
Robust Industrial Activity, Healthy Consumption Support Higher Growth
Strong Exports, Accelerating Govt Investment Key Growth Drivers
Expect RBI To Raise Repo Rate By 25 Bps ΀ο 5.50% In FY27
Inflationary Pressures, West Asia War, Weather Risks Support Rate Hike
Emkay Brokerage Calls
Hindustan Aeronautics: BUY | TP βΉ5,950
Bharat Electronics: BUY | TP βΉ500
Bharat Dynamics: ADD | TP βΉ1,350
BEML: BUY | TP βΉ2,600
Hindustan Aeronautics: BUY | TP βΉ5,950
Bharat Electronics: BUY | TP βΉ500
Bharat Dynamics: ADD | TP βΉ1,350
BEML: BUY | TP βΉ2,600
π₯1
STOCKS WITH HIGH VOLUME AT 9:30 AM
CUBEX TUBINGS ; +20.00% ; 2.98X VOLUME
SOLEX ENERGY ; +11.60% ; 2.92X VOLUME
OPTIEMUS INFRACOM ; +13.22% ; 2.32X VOLUME
TEXMACO INFRASTRUCTURE & HOLDINGS ; +5.56% ; 2.08X VOLUME
JSW DULUX ; +1.33% ; 1.94X VOLUME
MANBA FINANCE ; +3.78% ; 1.85X VOLUME
SHIVA GLOBAL AGRO INDUSTRIES ; +2.92% ; 1.85X VOLUME
AASTHA SPINTEX ; +8.26% ; 1.78X VOLUME
CRESTO TECHNO ; -11.50% ; 1.76X VOLUME
ALLIED BLENDERS AND DISTILLERS ; +1.25% ; 1.66X VOLUME
RACE ECO CHAIN ; +18.48% ; 1.61X VOLUME
LALITHAA JEWELLERY MART ; +5.00% ; 1.61X VOLUME
MANUGRAPH INDIA ; +18.25% ; 1.60X VOLUME
CUBEX TUBINGS ; +20.00% ; 2.98X VOLUME
SOLEX ENERGY ; +11.60% ; 2.92X VOLUME
OPTIEMUS INFRACOM ; +13.22% ; 2.32X VOLUME
TEXMACO INFRASTRUCTURE & HOLDINGS ; +5.56% ; 2.08X VOLUME
JSW DULUX ; +1.33% ; 1.94X VOLUME
MANBA FINANCE ; +3.78% ; 1.85X VOLUME
SHIVA GLOBAL AGRO INDUSTRIES ; +2.92% ; 1.85X VOLUME
AASTHA SPINTEX ; +8.26% ; 1.78X VOLUME
CRESTO TECHNO ; -11.50% ; 1.76X VOLUME
ALLIED BLENDERS AND DISTILLERS ; +1.25% ; 1.66X VOLUME
RACE ECO CHAIN ; +18.48% ; 1.61X VOLUME
LALITHAA JEWELLERY MART ; +5.00% ; 1.61X VOLUME
MANUGRAPH INDIA ; +18.25% ; 1.60X VOLUME
β€5
TODAY'S NEW LISTINGS
HERO MOTORS - 2.3 %
JINDAL SUPREME + 29 %
SS RETAIL + 47 %
HERO MOTORS - 2.3 %
JINDAL SUPREME + 29 %
SS RETAIL + 47 %
β€3
SAMSUNG INDIA ELECTRONICS PROFIT DECLINED 36 PER CENT TO RS 7,228.10 CRORE FOR THE FINANCIAL YEAR ENDED MARCH 31, 2026, ACCORDING TO A ROC FILING BY THE CONSUMER ELECTRONICS MAJOR
GARWARE HI-TECH FILMS: CO. SIGNS MOU WITH LUBRIZOL TO COLLABORATE ON ADVANCED TPU-BASED FILM SOLUTIONS; INVESTMENT OF βΉ118 CRORE TO STRENGTHEN BACKWARD INTEGRATION AND EXPAND PPF CAPACITY.
β€1
GARWARE HI - TECH FILMS: CO SAYS INITIATIVE IS EXPECTED TO STRENGTHEN THE ECONOMICS OF THE PPF BUSINESS AND SUPPORT AN INCREMENTAL IMPROVEMENT IN EBITDA MARGINS BY 150-200 BPS
β€2