Manisha Wankhade|Wealthify
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πŸ‘©β€πŸ«MBA (Finance)/πŸ§‘β€πŸ’»Ex-IT professional/ πŸ“‰Equity researcher/Investor/Swing trader/Value Investing
βœ…Sharing insights,not advice
βœ…Breakouts & Balance Sheets βœ…Fundamental Vibe, Technical Trade
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Today all major global markets are green, those 2-3 not green are flat to just marginally negative!

While #giftnifty is showing weakness, 136 points as of now
Stocks to Watch out (21st Jul 26)
(NO buy/sell recommendation)

πŸ“Adani Energy – Wins new power transmission and infrastructure projects.
πŸ“ Axis Bank – Q1 earnings and asset quality
πŸ“ Bajaj Auto – Strong export demand and premium motorcycle sales in focus.
πŸ“ HDFC Bank – Q1 earnings and loan/deposit growth trends in focus
πŸ“ ICICI Bank – Strong quarterly performance and steady credit growth support sentiment.
πŸ“ InterGlobe Aviation (IndiGo) – Capacity expansion and international route additions remain key triggers.
πŸ“ Millworks Tech – Company remains in focus following recent corporate developments.
πŸ“ Rallis India – Agrochemical demand and monsoon outlook keep the stock in focus.
πŸ“ Redington – Healthy IT hardware demand and distribution business updates
πŸ“ Sobha – Strong residential project launches and sales bookings support outlook.
πŸ“ Vi (Vodafone Idea) – Fundraising and 5G rollout plans
πŸ“ Wanbury – Pharmaceutical business updates and regulatory developments
#SHYAMMETL ATH breakout
Observations πŸ‘‡

πŸ“ Technically looks well placed for upside
πŸ“F&P breakout on weekly TF
πŸ“ momentum is strong on 3 TF’s

πŸ“ŒFundamentals
β˜‘οΈ Valuation moderately premium compared to Industry & peers
βœ… Recent Margin expansion is working in favour for the company
βœ… Q1 results are good with solid operating margins
βœ… Almost negligible debt , where peers in the industry have significant debt
βœ… Moderate returns signifying moderate capital usage
β˜‘οΈ Profit and revenue growth over the last 3 years has been poor

Technically well placed, fundamentals are Ok! Long term growth prospectus could be working in favour of the stock price!
Karur vyasya bank
Karua Vyasya bank
It’s just running 12.9% up around 340 now
Dow futures and Gift nifty are down with around 50 points!
All other major indices are up
Stocks to Watch out (22nd Jul,2026) πŸ‘‡
(NO buy/sell recommendation)
πŸ“ Anant Raj – Board approves demerger into Anant Raj and Ashok Cloud; 1:1 share issuance.
πŸ“ Aurobindo Pharma – pharma sector sentiment remains supported by export demand.
πŸ“ Bandhan Bank – Q1 FY27 net profit rose around 35% YoY, keeping the stock in focus.
πŸ“ Cyient DLM – Q1 FY27 profit more than doubled with strong revenue growth, reflecting improving execution.
πŸ“ Gabriel India – Q1 revenue grew ~15.5% YoY; company also approved a restructuring involving HL Mando stake acquisition.
πŸ“ Indian Hotels – Q1 FY27 net profit increased about 27% YoY, supported by robust hospitality demand.
πŸ“ JSW energy– JSW Energy completed TJPS stake purchase for Rs 150 crore.
πŸ“ Maruti Suzuki – Auto stock will be watched for demand trends and upcoming monthly sales commentary.
πŸ“ Mastek – Q1 profit remained largely flat as the company continued to focus on AI-led digital transformation.
πŸ“ PC Jeweller – in focus due to debt reduction
πŸ“ United Breweries – cost optimisation bid to offset West Asia impact
#KARURVYSYA near to ATH

βœ…Technically looks well placed for little more upside if breaks above ATH
βœ…Valuation is reasonable compared to Industry & peers
βœ…Return ratios are healthy
βœ…Negligible debt

#breakoutstocks
M&Mfin good move today
Dow jones positive
Europe positive
Asian markets mostly positive
Gift Nifty negative
Crude oil is dragging it down
Stock to Watch out (23rd Jul 2026)πŸ‘‡
(No buy/sell recommendation)

πŸ“BPCL-Logged a substantial net loss for the June quarter.Margin erosion
πŸ“Dr. Reddy's Laboratories-Q1 net profit plunged 68.7% YoY to β‚Ή444 crore,global generics hit.
πŸ“HEG-Graphite electrode demand improves
HCLTech-Q1 results and deal wins
πŸ“IIFL Finance-net profit nearly tripled YoY to β‚Ή675 crore,
πŸ“NTPC Green Energy-strong 38.3% YoY expansion in net profit
πŸ“Oracle Financial Services Software-massive 120.5% YoY surge in consolidated net profit to β‚Ή1,415.5 crore for the June quarter
πŸ“Tanla Platforms-Defered its decision regarding the acquisition of Valuefirst Overseas.
Q1 Results today for these stocksπŸ‘‡

Cipla
Infosys
Indigo
Meesho
Coromandel International
Motilal Oswal
IEX
PVR Inox
#giftnifty downside opening 23677 currently!
All global indices are in red except Dow positive with few points
Dividend stocks next week ex date