Mainboard IPOs lined up next week

Good morning 🌞
Have a beautiful day ahead

Gift Nifty shows negative opening
Down by almost 200 points

📊 Stocks to Watch Today (13 July 2026)
(No buy/sell recommendation)

🟢 Positive

📍 LTM – Strong Q1 earnings with healthy revenue growth and margin improvement.
📍 Avenue Supermarts (DMart) – Q1 revenue grew around 15% YoY
📍 Power Grid – Secured funding for transmission expansion, supporting long-term capex growth.
📍 RITES – Strong order wins continue to strengthen its execution pipeline and order book.
📍 Powerica – In focus on business developments and project execution updates.
📍 Pace Digitek – Positive sentiment after fresh order wins in the power infrastructure segment.
📍 NMDC – Investors are tracking healthy iron ore production and sales momentum.
📍 NTPC – Focus remains on renewable capacity additions and robust power demand.
📍 IREDA – Continues to benefit from strong renewable energy financing demand.

🟡 Neutral

📍 L&T Finance – Investors await quarterly performance and retail loan growth update.
📍 SBI – In focus ahead of quarterly business performance and credit growth trends.
📍 Swiggy – quick-commerce growth and the path toward profitability.
📍 Reliance Infrastructure – Watching developments in infrastructure and defence businesses.

🔴 Negative Update

📍 Keystone Realtors – Q1 pre-sales declined 42% YoY and area sold dropped 49%
📍 Sterlite Technologies – QIP fundraising, near-term pressure from equity dilution despite long-term growth potential.

#indianhume breakout with volumes

Good morning 🌞
Have a beautiful day ahead

Gift Nifty is down 135 points US markets are down

Stocks to Watch out today (14th Jul) 👇
(No buy/sell recommendation)

📍 BEL – Secured ₹572 crore defence order.
📍 Biocon – Positive clinical data update.
📍 Coforge – IT deal wins and order book update
📍 Divi's Labs – Regulatory filings and compliance updates.
📍 EMS – Order flow and execution in focus.
📍 Grasim – Building materials business in focus.
📍 HCL Tech – Strong Q1 results
📍 ICICI Prudential AMC – Quarterly earnings in focus.
📍 Laurus Labs – Pharma export and regulatory updates.
📍 PDS – Global sourcing and business update.
📍 Route Mobile – Enterprise messaging demand in focus.
📍 Tata Elxsi – Q1 earnings and deal pipeline in focus.
📍 Timken India – Industrial demand outlook in focus.
📍 Voltas – Cooling demand and AC sales in focus.
📍 Welspun Enterprises – Infrastructure order pipeline in focus.

Good morning 🌞

आज सारे मार्केट्स green है! marginal gains ही सही

Stocks to Watch out (16th Jul)
(No buy/sell recommendation)
📍 3i Infotech – In focus for business restructuring and digital transformation initiatives.
📍 Ather Energy – EV sales and expansion plans
📍 Belrise Industries – Auto component business expansion and OEM order wins are in focus.
📍 Delhivery – Logistics volumes and profitability outlook
📍 Groww – business expansion and continued growth in its investment platform.
📍 Hero MotoCorp – Strong monthly sales and premium motorcycle strategy remain in focus.
📍 IOL Chemicals – API and specialty chemical business outlook
📍 J&K Bank – Asset quality and loan growth updates remain key positives.
📍 KEC International – New EPC order wins strengthen the company's execution pipeline.
📍 Kirloskar Brothers – Order inflows from water infrastructure and industrial pump projects support the stock.
📍 Kusumgar – In focus over recent business developments
📍 L&T Technology Services (LTTS) – Q1 results and engineering services demand remain key triggers.
📍 Lemon Tree Hotels – Hotel occupancy and RevPAR growth continue to support sentiment.
📍 NBCC – New project awards and redevelopment contracts keep the stock in focus.
📍 PDS – Strong global sourcing demand and business expansion remain key positives.
📍 Tata Power – Renewable energy expansion and power distribution business remain in focus.
📍 Vraj Iron & Steel – Capacity expansion and steel demand outlook are key drivers.

Filatex has been showing good strength

#FILATEX

✅F& P on monthly TF
✅ Momentum strong on 3 TF’s
✅ Valuation at discount compared to Industry and peers
✅ Little Debt (can say almost debt free)
✅ Average return ratios around 12%
✅ Promoter holding has been stable

Risk
☑️ Being a commodity sensitive business margins are sensitive to crude oil prices and cyclical swings in global textile demand.
☑️ Financials of last quarter are not Much encouraging

Stocks to Watch out (16th Jul) 👇
(No buy/sell recommendation)
📍 Adani Power – Expanding thermal power capacity.
📍 Angel One – Broking business in focus ahead of earnings.
📍 Ather Energy – EV sales growth and expansion of retail network
📍 HDFC Bank – Q1 business updates, deposit growth, and margin outlook.
📍 HDFC Life – Insurance premium growth and upcoming quarterly earnings
📍 India Pesticides – export demand and specialty chemical business performance.
📍 Indian Oil Corporation (IOCL) – Refining margins, fuel marketing performance, and clean energy investments
📍 Jana Small Finance Bank – Asset quality, loan growth, and profitability trends
📍 Jio Financial Services – Expansion across lending, wealth management, and digital financial services
📍 Laser Power – developments related to business expansion/order flow.
📍 NTPC Green Energy – Renewable energy capacity additions and project pipeline
📍 One97 Communications (Paytm) – Merchant payment growth and improving profitability
📍 Tech Mahindra – quarterly earnings.
📍 TVS Holdings – Holding company valuation and developments across group businesses
📍 Wipro – Q1 earnings, and deal wins

MRPL huge volumes

ABB picking up momentum

Momentum strong on 3 TF’s
Large Volumes

US markets all down

Asia Japan, Taiwan heavily down almost 4%

Gift Nifty 24100
as usual stuck around 24k-24200