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

#BHEL Bharat Heavy Electricals Limited impressive Q1 results
📍Strong financial turnaround for Q1 FY27
📍 consolidated net profit of ₹376.71 crore, compared to ₹455.50 crore net loss recorded in the year-ago period.
📍Total income grew 39.8% to ₹7,911.86 crore, driven by robust performance in the power segment.
📍 Revenue increased 12% year-over-year to ₹1,778.22 crore.

📌Dividend: The company declared a final dividend of ₹1.40 per share, with the ex-date and record date on July 17 2026

Looks like a good turnaround on the way for Bhel investors

Stocks to Watch out (17th Jul)
(NO buy/sell recommendation)
📍 Borosil Renewables — In focus on expectations of improving demand and policy support for domestic solar glass manufacturing.
📍 CEAT — tyre demand trends and margin outlook amid changes in raw material costs.
📍 Havells India — strong summer product demand and continued growth in the consumer electricals segment.
📍 JSW Steel — In focus due to steel price movements and expectations around domestic demand.
📍 Paytm — improving profitability and growth in merchant payment and financial services.
📍 PC Jeweller — Remains in focus due to developments related to debt reduction and business turnaround.
📍 Servotech Renewable — Order win
📍 WeWork India — Q1 FY27 results

#GABRIEL observations 👇

✅ Technically momentum is strong on 3 TF’s for the upside
✅ Volumes are good
✅ Takes a pause of few days before making up move again

📍Fundamentals
☑️ Rich valuation compared to peers as well as Industry
✅ Demonstrated a strong profit growth rate of over 30%+ for the past 3 years
✅ Company is a dominant market leader in the Indian automotive ride-control products industry.
✅ Return ratios are healthy
✅ Debt free

Good morning 🍀

Reliance Industries – Q1 revenue jumped 25% YoY, while profit declined due to a one-time gain last year(details below); core businesses (Jio, Retail and O2C) delivered strong operating performance.

📍Q1 FY27 Results Key Highlights

✅Revenue: ₹3.11 lakh crore, up 25% YoY, driven by strong Oil-to-Chemicals (O2C), Jio and Retail businesses.
✅ Net Profit: ₹20,946 crore, down 22% YoY, mainly because the base quarter included a one-time gain from the Asian Paints stake sale. Excluding that exceptional item, the underlying earnings were stronger.
✅ EBITDA: ₹51,403 crore, up 10% YoY, the highest recurring quarterly EBITDA for the company.

📌Management indicated that major new energy projects are expected to start commissioning during FY27.

Reliance coming up with good results should take Nifty upwards

Dividend stock list ex date next week (20th-24th Jul)

This is how the markets look like today
Gift Nifty showing flat to negative opening