NIFTY midcap F&P

Nifty midcap breaking out
After long time consolidation

Dividend next week

This is interesting piece of news!

Consumer is buying a smartphone on zero cost EMI, thinking of saving on interest but actually paying higher price for the handset!

Brands adding the cost in the retail price of a smart phone!

Kitna ullu banate consumer ko 😞

#niftymidcap100 highest return years 👇

🥇2017: 65.72% annual return, boosted by a massive Q4 surge of 16.71%.
🥈2014: 55.09% annual return, highlighted by a strong Q2 jump of 28.85%.
🥉2023: 46.57% annual return, driven by steady quarterly accumulations.
4️⃣2021: 46.06% annual return, following post-pandemic economic recovery.

Massive returns loading if it breaks out this time?

Global cues positive
Gift nifty positive

Stocks to Watch out today 👇
(No buy/sell/hold recommendation)
1Maruti Suzuki
2ITC
3ZEEL
4Vodafone Idea
5IREDA
6Persistent Systems
7Thomas Cook
8NCC
9DLF
10Torrent Power
11Jindal Stainless
12IOCL
13Coal India
14Tata

Significant green opening after many days

AB capital breakout

5 mins chart is overbought

Avalon exited with 96% gains

Gift Nifty mild negative, nifty May stay consolidation range
Break above 24750-780 is important

These stocks on my radar today (4th Aug 2026)
(Not buy/sell recommendation)

LIC (Life Insurance Corporation)
Arvind
Paytm
Meesho
SBI Funds Management
Bharat Electronics
Ather Energy
Poojaa Precision
VVIP Infratech
KEI Industries
GSK Pharma
GE Shipping

Lloydsengg shared analysis earlier
Can breakout anytime

All major global markets are up today!
Gift Nifty 169 points up

Stocks to Watch out (5th Aug 2026)
(No buy/sell recommendation)

Manipal Hospitals
Bharti Airtel
ONGC
Nykaa
Marico
MCX
Sheela Foam
Metropolis Healthcare
Deepak Nitrite
Kalyan Jewellers
Saregama
Welspun
Delhivery
Zydus
Wipro
Inox Green
Syrma SGS Technology
Gabriel India
Sansera Engineering
Uniparts India

Few result stocks today 👇

Allcargo Logistics
Aster DM Healthcare
Aurobindo Pharma
Berger Paints India
Biocon
Bikaji Foods International
Cummins India
eClerx Services
GE Vernova T&D India
GNFC (Gujarat Narmada Valley Fertilizers & Chemicals)
Navin Fluorine International
Neuland Laboratories
Power Grid Corporation of India

✅Momentum is picking up on daily weekly TF
✅ nice base formation and volumes are heavy with strong momentum at the base
✅ Valuation bit premium than industry but outlook is growth oriented which May justify valuation
✅Return ratios are moderate
✅ Financial results are good

Risks
✔️ Margin pressure, margins are shrinking
✔️ Cyclicality :Heavily dependent on the automotive and commercial vehicle replacement cycles.

No change in repo rate by RBI