Let's see who is clever Trader? 👇

🏆Highlights of RBI policy, governor's statement on MPC decisions KEY TAKEAWAYS🏆

* Repo rate kept unchanged at 6.50%
* MPC voted with 6-0 majority to keep repo rate unchanged
* MSF rate adjusted to 6.75%, SDF rate 6.25%
* MPC retains stance at 'withdrawal of accommodation'
* MPC retains stance with 5-1 majority
* Happy to note econ exuding enhanced strength, stability
* Corporate balance sheet robust with lower leverage
* Low CAD, good capital flows are encouraging
* Lower CAD, capital flows gave strength to external sector
* India uniquely placed to benefit from global shifts
* Past rate hikes working their way through economy
* MPC decided to be watchful, given econ situation

INFLATION
* Made significant progress towards controlling inflation
* Vegetable price shock may reverse but need to watch El Nino
* Need heightened vigil on evolving inflation trajectory
* Headline inflation may surge July led by vegetable prices

GROWTH, BROAD ECONOMY
* Economy has continued to grow at a reasonable pace
* India econ contributing 15% of global growth
* Need to continue efforts to maintain econ stability
* India can become the new growth engine for the world
* Strong macro econ laid foundation for sustainable growth
* Domestic econ activity holding up well
* Domestic econ activity likely to maintain positive momentum
* FISCAL YEAR 24 AT 5.4% vs 5.2% PREVIOUS
* Q2FY24 SEEN AT 6.2% vs 5.4% PREVIOUS 

FINANCIAL SECTOR
* Banks are healthiest in more than a decade

💢Asia-Pac stocks begin mixed following the post-CPI dovish unwind stateside and with Japanese markets shut for Mountain Day; ASX 200 (-0.1%), KOSPI (+0.5%)

💢Stocks Ban In F&O: Balrampur Chini, Can Fin Homes, Chambal Fert, Delta Corp, Granules, Hind Copper, Indibulls Hsg. Manappuram, Zeel

💢Stocks To Watch: SJVN, Ideaforge Technology, Vikas Ecotech, Adani Enterprises, Genus Power Infrastructures, Himatsingka Seide, Sanofi India, NBCC (India), Orchid Pharma, GMM Pfaudler, Health, Mazagon Dock Shipbuilders. Honeywell Automation, MBL Infrastructure, Gujarat Mineral Development Corp, Torrent Power, Kirloskar Oil Engines, Apollo Tyres, LIC, Embassy Office Parks REIT, Alembic, Hero Motocorp, HCL Tech, SAIL, Endurance Tech, Biocon, Suryoday Small Finance Bank, ESAB India, Star Health and Allied Insurance

💢Earnings Today: ABB India, Apollo Hospitals, Abans Holdings, Antony Waste, BEML, Bombay Burmah Trading, Camlin Fine, BF Utilities, Capacite Infra, Atul Auto, Bodal Chemicals, BGR Energy, BPL. Bodhi Tree, Bal Pharma, City Union Bank, Cochin Shipyard, DB Realty, FSN E-Commerce Ventures Nykaa, Elgi Equipments, Galaxy Surfactants, Electronics Mart India, Federal Mogul Goetze, Gallantt Ispat, GE Power India, Excel Industries, Dredging Corp, Eros Intl, Fiberweb India, HAL. Glenmark Pharma, Godrej Ind, HEG, IFCI, Gufic Bio, Hi-Tech Pipes, GVK Power & Infra, Indiabulls Enterprises, Jindal Steel & Power, IRFC, Info Edge India, ITI, Jindal Saw, Kalpataru Projects, ISGEC Heavy, Jamna Auto, Jai Corp, KPI Green Energy, Kiri Industries, Kitex Garments, Muthoot Finance, NHPC. New India Assurance. NALCO, Marksans Pharma, MSTC, Mukand,MTNL, NCL Ind, Max India, Liberty Shoes, Mangalam Organics, Megasoft, Loyal Textiles Mills, ONGC, Power Finance Corp,
Patanjali Foods, NMDC, Pfizer, PNC Infratech,Prime Focus, Orissa Minerals, NRB Bearings,NIIT, Raymond, Rashtriya Chemicals, Reliance
Infra, Rupa and Co, Ramco Industries, Rico Auto,Roto Pumps, Raj Oil Mills, Sun TV Network, Shree Renuka Sugars, Surya Roshni, Sunflag Iron, TCNS Clothing Co, TARC, Tamil Nadu Newsprint, Shakti Pumps, Shalimar Paints, Voltas, Timken India, Vinati Organics, TTK Prestige, Tega Industries,Technocraft Industries (India), Va Tech Wabag,Tide Water Oil, Uttam Sugar Mills, TV Today Network, Tourism Finance, The Investment Trust of India, Trigyn Tech, Zydus Lifesciences, Wonderla Holidays

💥SJVN: CO Unit Bagged Full Quoted Capacity of 90 MW (Unit-B) Floating Solar Project Tentative Cost at 6.10B Rupees CO Unit SJVN Green Energy Inked Two MOUS with ONGC and Sambhar Salts

💥Ideaforge Technology: CO Gets Order Worth About 880.6M Rupees

💥Vikas Ecotech: CO Says Bagged Orders Valued More Than 500M Rupees Orders for Specialty Polymer Compounds and Polymer Additives

💥Adani Enterprises: CO Says On Report CO Weighing Exit of $6B Wilmar Venture, Says There Is No Such Event as of Now CO Says On Report of Wilmar Exit, Says There Is No Such Event as of Now Which Requires Any Disclosure

💥Genus Power Infrastructures Q1 SL Net Profit 192M Rupees Vs 6M (YoY); 125M (QoQ) Q1 Revenue 2.6B Rupees Vs 1.9B (YoY); 2B (QoQ) Q1 EBITDA 286M Rupees Vs 143M (YoY) II Q1 EBITDA Margin 10.94% Vs 7.65% (YoY)

💥Himatsingka Seide: Q1 Cons Net Profit 292M Rupees Vs Loss 547M (YoY): 223M (QoQ) Q1 Revenue 6.8B Rupees Vs 6.38B (YoY); 6.90B (QoQ) Q1 EBITDA 1.48B Rupees Vs 108M (YoY) Q1 EBITDA Margin 21.65% Vs 1.7% (YoY)

💥Sanofi India: Q1 SL Net Profit 1.23B Rupees Vs 1.2B (YoY); 1.9B (QoQ) Q1 Revenue 7.06B Rupees Vs 6.99B (YoY); 7.4B (QoQ) II Q1 EBITDA 1.78B Rupees Vs 1.61B (YoY) Q1 EBITDA Margin 25.24% Vs 23.04% (YoY)

💥NBCC (India): Q1 Cons Net Profit 774M Rupees Vs Loss 62.9M (YoY); 1.08B (QoQ) Q1 Revenue 19.14B Rupees Vs 17.99B (YoY); 27.90B (QoQ) Q1 EBITDA 572M Rupees Q1 EBITDA Margin 2.99% || CO Gets Work Order Worth 9.56 Bln Rupees

💥Orchid Pharma: Q1 Cons Net Profit 108M Rupees Vs Loss 150M (YoY); 591.4M (QoQ) Q1 Revenue 1.83B Rupees Vs 1.3B (YoY): 2.1B (QoQ) Q1 EBITDA 221M Rupees Vs 124M (YoY) Q1 EBITDA Margin 12.10% Vs 9.44% (YoY)

💥GMM Pfaudler: Q1 Cons Net Profit 549M Rupees Vs 445M (YoY); 385M (QoQ) Q1 Revenue 9.12B Rupees Vs 7.4B (YoY); 8.7B (QoQ) Q1 EBITDA 1.32B Rupees Vs 970M (YoY) Q1 EBITDA Margin 14.45% Vs 13.13% (YoY)

💥Global Health: Q1 Cons Net Profit 1.02B Rupees Vs 587M (YoY); 1B (QoQ) Q1 Revenue 7.73B Rupees Vs 6.17B (YoY); 7B (QoQ) II Q1 EBITDA 1.78B Rupees Vs 1.32B (YoY) Q1 EBITDA Margin 23.01% Vs 21.47% (YoY)

💥Global Health: CO Says Proposed SPV to Be Public Limited Company and Have 50:50 Equity Shareholding of CO, DLF SPV Will Be Incorporated by CO to Set Up About 400 Bed Multi-Speciality Hospital in Delhi

💥Mazagon Shipbuilders: Q1 SL Net Profit 2.87B Rupees Vs 2.17B (YoY); 3.2B (QoQ) Q1 Revenue 21.73B Rupees Vs 22.30B (YoY); 20.78B (QoQ) II Q1 EBITDA 1.72B Rupees Vs 1.74B (YoY) Q1 EBITDA Margin 7.90% Vs 7.79% (YoY)

💥Honeywell Automation: Q1 SL Net Profit 1.03B Rupees Vs 1.02B (YoY); 1.12B (QoQ) Q1 Revenue 9.33B Rupees Vs 7.86B (YoY): 8.50B (QoQ) Q1 EBITDA 1.21B Rupees Vs 1.22B (YoY) Q1 EBITDA Margin 12.94% Vs 15.5% (YoY)

💥MBL Infrastructure: CO Says Update on Arbitration Award Dated 22.11.2022 in Favor of Company Against Public Works Department, Delhi Delhi High Court Directed Public Works Department to Deposit Entire Arbitration Award Amount, Interest

💥Gujarat Mineral Development Corp: CO to Consider Upward Revision in Rate of Dividend Recommended for FY 2022-23 on Aug 17

💥Torrent Power: Q1 Cons Net Profit 5.17B Rupees Vs 5.02B (YoY); 4.49B (QoQ) Q1 Revenue 73.28B Rupees Vs 65.10B (YoY); 60.38B (QoQ) Q1 EBITDA 1.84B Rupees Vs 10.60B (YoY) Q1 EBITDA Margin 16.16% Vs 16.29% (YoY)

💥Torrent Power: CO Approved Scheme of Arrangement Between CO, Unit Torrent Green Energy Scheme Involves Transfer of RPU From TPL to TGEL as a Going Concern, on Slump Sale Basis Torrent Gas Capex Plan of Over 90 Bln Rupees Over Next 5 Years

💥Kirloskar Oil Engines: Q1 Cons Net Profit 1.25B Rupees Vs 815M (YoY); 789M (QoQ) II Q1 Revenue 15.43B Rupees Vs 12B (YoY); 13.83B (QoQ) Q1 EBITDA 2.64B Rupees Vs 1.72B (YoY) Q1 EBITDA Margin 17.11% Vs 14.52% (YoY)

💥Apollo Tyres: Q1 Cons Net Profit 3.97B Rupees Vs 1.77B (YoY); 4.1B (QoQ) Q1 Revenue 62.44B Rupees Vs 59.42B (YoY); 62.47B (QoQ) Q1 EBITDA 10.51B Rupees Vs 6.9B (YoY) II Q1 EBITDA Margin 16.84% Vs 11.61% (YoY)

💥LIC: Q1 SL Net Profit 95.44B Rupees Vs 6.83B (YoY); 134B (QoQ) II Q1 Revenue 983.6B Rupees Vs 983.5B (YoY); 1.32T (QoQ) Q1 GNPA 2.48% Vs 2.56% (QoQ)

💥Embassy Office Parks REIT: Embassy REIT Welcomes JPMorgan Chase to Its 1.1 MSF Built-to-Suit Corporate Centre at Embassy Techvillage in Bengaluru

💥Alembic: Q1 Cons Net Profit 100M Rupees Vs 39M (YoY); 47M (QoQ) Q1 Revenue 368M Rupees Vs 221M (YoY); 371M (QoQ) Q1 EBITDA 109M Rupees Vs 54M (YoY) Q1 EBITDA Margin 29.53% Vs 24.54% (YoY)

💥Hero Motocorp: Q1 SL Net Profit 8.24B Rupees Vs 6.24B (YoY); Est 8.6B 18.59B (QoQ) Q1 Revenue 87.67B Rupees Vs 83.93B (YoY); 83.07B (QoQ) Q1 EBITDA 12.07B Rupees Vs 9.40B (YoY); Est 11.8B Q1 EBITDA Margin 13.77% Vs 11.21% (YoY); Est 13.1%


💥HCL Tech: CO Signs New Mega Deal with a Global 100 Corporation Today CO Expected This Deal to Have a Positive Revenue Impact Over the Next Six Years Beginning in Nov 2023 with an Estimated. New Total Contract Value of US$ 2.1B Over the Term

💥SAIL: Q1 Cons Net Profit 2.12B Rupees Vs 8.04B (YoY); Est 300M | 11.6B (QoQ) Q1 Revenue 244B Rupees Vs 240.28B (YoY); 291B (QoQ) Q1 EBITDA 16.48B Rupees Vs 23B (YoY); Est 15.01B Q1 EBITDA Margin 6.77% Vs 9.58% (YoY); 6.3%

💥Endurance Tech: Q1 Cons Net Profit 1.64B Rupees Vs 1.03B (YoY); 1.4B (QoQ) II Q1 Revenue 24.50B Rupees Vs 21B (YoY); 22.34B (QoQ) Q1 EBITDA 3.21B Rupees Vs 2.4B (YoY) Q1 EBITDA Margin 13.11% Vs 11.34% (YoY)

💥Biocon: Q1 Cons Net Profit 1.01B Rupees Vs 1.44B (YoY); Est 1.70B | 3.13B (QoQ) Q1 Revenue 34B Rupees Vs 21.39B (YoY); 37.74B (QoQ) Q1 EBITDA 7.14B Rupees Vs 3.99B (YoY); Est 8.91B Q1 EBITDA Margin 20.87% Vs 18.67% (YoY); Est 25%

💥Suryoday Small Finance Bank: Q1 SL Net Profit 476M Rupees Vs 78M (YoY); 389M (QoQ) Q1 Revenue 3.58B Rupees Vs 2.81B (YoY); 3.29B (QoQ) II Q1 GNPA 3.04% Vs 3.13% (QoQ) Q1 NNPA 1.63% Vs 1.55% (QoQ)

💥ESAB India: Q1 SL Net Profit 423.8M Rupees Vs 256M (YoY); 419M (QoQ) Q1 Revenue 2.98B Rupees Vs 2.4B (YoY); 3B (QoQ) Q1 EBITDA 577.9M Rupees Vs 358M (YoY) Q1 EBITDA Margin 19.38% Vs 14.72% (YoY).

💥Star Health and Allied Insurance: CO Got Demand Order from GST Dept Chennai to Pay 1.04 BIn Rupees to GST Dept CO Would Be Filing Its Reply Against Order Within Prescribed Timelines

Very Important Live Session Today at 9:00 AM on Hindi Channel,
so click the link & set reminder

💢Asia-Pac stocks begin subdued following last Friday's bond selling and upside in global yields, while light weekend newsflow has participants looking ahead to this week's risk events including key data releases and FOMC Minutes; ASX 200 (-0.4%), Nikkei 225 (+0.1% ), KOSPI (-0.1%)

💢Stocks Ban In F&O: Balrampur Chini, Chambal Fert, Delta Corp, Granules, Hind Copper, Indiabulls Hsg, India Cement, Manappuram, Zeel

💢Stocks To Watch: ONGC, NBCC (India), Surya Roshni, DCM Shriram Industries, Garden Reach Shipbuilders & Engineers, Amara Raja Batteries, Isgec Heavy Engineering, ABB India, Aurobindo. Pharma, Eveready Industries, RVNL, Finolex Cables, Jindal Steel & Power, Asian Energy Services, TTK Prestige, Sterling and Wilson Renewable Energy, Exide Industries, Hindustan Foods, Camlin Fine Sciences, Servotech Power Systems, NLC India, OMDC, Mahindra EPC Irrigation, Fizer, NMDC, Muthoot Finance, IRFC, Glenmark Pharma, Voltas, Marksans Pharma, NHPC, The New India Assurance Co, Adani Ports