Morning Alert..
*Water-soluble fertiliser imports steady despite China export crackdown*
China’s crackdown on its export of water-soluble fertilisers (WSFs), that form part of the broader speciality fertilisers category, was expected to lead to a big drop in import because India’s northern neighbour accounted for more than half the supplies, but the recent data shows that till November there has been no impact owing to the fact that shipment from Norway and Russia has gone up sharply. China has been intermittently imposing curbs on the export of speciality fertilisers to India over the past few years. This became acute from April-May. Fresh curbs came into force in October. The data shows that between January and November India imported close to 196,913 tonnes of WSFs from China. During the corresponding period last year it was 215,606 tonnes. However, import from Norway during the same period rose from 44,394 tonnes to 71,906 tonnes, a rise of almost 62 per cent, while from Russia import jumped 243 per cent from a mere 7,463 tonnes in January-November last year to 25,636 tonnes in January-November this year. The two countries combined to fill the gap left by declining Chinese imports, leading to an overall rise in India’s WSF import from 409,144 tonnes in January-November 2024 to 445,286 tonnes in January-November 2025, an increase of 8.8 per cent.
*Global market action*
Dow Jones – Up by 0.20% or 97.56 points
FTSE – Up by 0.60% or 59.65 points
CAC – Up by 0.01% or 0.74 points
DAX – Up by 0.37% or 88.90 points
Gift Nifty – Up by 0.58% or 153.50 points
*FII/DII activities*
FII – Bought 1830.89Cr worth of shares
DII – Bought 5722.89Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.6x
Nifty Bank – 16.5x
*Stocks with high delivery percentage*
EIH Ltd – 96%
Bayer CropScience Ltd – 88.1%
Acme Solar Holding Ltd – 79.3%
ICICI Bank Ltd – 79.1%
Asian Paints Ltd – 78.8%
*Primary market activities*
IPOs opening today
Sunderx Oil Co Ltd (NSE SME) – Issue size 32.25Cr
Shyam Dhani Industries Ltd (NSE SME) – Issue size 38.49Cr
Gujarat Kidney & Super Speciality Ltd (Main board) – Issue size 250.80Cr
Dachepalli Publishers Ltd (BSE SME) – Issue size 40.39Cr
EPW India Ltd (NSE SME) - Issue size 31.81Cr
Listing today
Neptune Logitek Ltd (BSE SME) – Subscribed 1.61x
*Commodities updates*
Gold – Rs 134191/10gm, Silver – Rs 208324/kg, Brcrude – Rs 5096/barre, Copper – Rs 1114.75/kg.
*Water-soluble fertiliser imports steady despite China export crackdown*
China’s crackdown on its export of water-soluble fertilisers (WSFs), that form part of the broader speciality fertilisers category, was expected to lead to a big drop in import because India’s northern neighbour accounted for more than half the supplies, but the recent data shows that till November there has been no impact owing to the fact that shipment from Norway and Russia has gone up sharply. China has been intermittently imposing curbs on the export of speciality fertilisers to India over the past few years. This became acute from April-May. Fresh curbs came into force in October. The data shows that between January and November India imported close to 196,913 tonnes of WSFs from China. During the corresponding period last year it was 215,606 tonnes. However, import from Norway during the same period rose from 44,394 tonnes to 71,906 tonnes, a rise of almost 62 per cent, while from Russia import jumped 243 per cent from a mere 7,463 tonnes in January-November last year to 25,636 tonnes in January-November this year. The two countries combined to fill the gap left by declining Chinese imports, leading to an overall rise in India’s WSF import from 409,144 tonnes in January-November 2024 to 445,286 tonnes in January-November 2025, an increase of 8.8 per cent.
*Global market action*
Dow Jones – Up by 0.20% or 97.56 points
FTSE – Up by 0.60% or 59.65 points
CAC – Up by 0.01% or 0.74 points
DAX – Up by 0.37% or 88.90 points
Gift Nifty – Up by 0.58% or 153.50 points
*FII/DII activities*
FII – Bought 1830.89Cr worth of shares
DII – Bought 5722.89Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.6x
Nifty Bank – 16.5x
*Stocks with high delivery percentage*
EIH Ltd – 96%
Bayer CropScience Ltd – 88.1%
Acme Solar Holding Ltd – 79.3%
ICICI Bank Ltd – 79.1%
Asian Paints Ltd – 78.8%
*Primary market activities*
IPOs opening today
Sunderx Oil Co Ltd (NSE SME) – Issue size 32.25Cr
Shyam Dhani Industries Ltd (NSE SME) – Issue size 38.49Cr
Gujarat Kidney & Super Speciality Ltd (Main board) – Issue size 250.80Cr
Dachepalli Publishers Ltd (BSE SME) – Issue size 40.39Cr
EPW India Ltd (NSE SME) - Issue size 31.81Cr
Listing today
Neptune Logitek Ltd (BSE SME) – Subscribed 1.61x
*Commodities updates*
Gold – Rs 134191/10gm, Silver – Rs 208324/kg, Brcrude – Rs 5096/barre, Copper – Rs 1114.75/kg.
Morning Alert..
*0% duty on 100% exports: India secures trade deal with New Zealand*
India and New Zealand on Monday announced the conclusion of talks on a free-trade agreement (FTA), under which Wellington will grant zero-duty access to 100 per cent of Indian exports and commit $20 billion in foreign direct investment (FDI) over the next 15 years. India, in return, has offered liberalised duties across 70 per cent of tariff lines, covering 95 per cent of New Zealand’s exports to India in value terms. Duties will be eliminated immediately on 30 per cent of tariff lines once the agreement comes into force, including products such as wood, wool and sheep meat. As much as 29.97 per cent of tariff lines are on the exclusion list, reflecting India’s sensitivities. These include dairy products such as milk, cream, whey, yoghurt and cheese; animal products other than sheep meat; vegetables including onions, chana, peas and corn; as well as almonds, sugar, artificial honey and other items. Wellington was keen on duty reduction and greater market access in the dairy space but New Delhi insisted on the sector’s exclusion from the deal. A clause, however, allows New Zealand to seek consultations if India were to open its dairy market to countries such as Australia or Chile. Indian officials reiterated that the government would continue to protect the domestic dairy sector.
*Global market action*
Dow Jones – Up by 0.13% or 63.72 points
FTSE – Down by 0.32% or 31.45 points
CAC – Down by 0.37% or 30.31 points
DAX – Down by 0.02% or 4.43 points
Gift Nifty – Up by 0.18% or 46.50 points
*FII/DII activities*
FII – Sold 457.34Cr worth of shares
DII – Bought 4058.22Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.8x
Nifty Bank – 16.6x
*Stocks with high delivery percentage*
Bayer CropScience Ltd – 92.4%
Aditya Birla Sun Life AMC Ltd – 90.3%
Triveni Turbine Ltd – 82.4%
Kalpataru Projects International Ltd – 81.2%
Kotak Mahindra Bank Ltd – 77.4%
*Primary market activities*
IPOs opening today
Apollo Techno Industries Ltd (BSE SME) – Issue size 47.96Cr
Bai Kakaji Polymers Ltd (BSE SME) – Issue size 105.17Cr
Admach Systems Ltd (BSE SME) – Issue size 42.60Cr
Nanta Tech Ltd (BSE SME) – Issue size 31.81Cr
Dhara Rail Projects Ltd (NSE SME) – Issue size 50.20Cr
Listing today
KSH International Ltd (Main board) – Subscribed 0.87x
*Commodities updates*
Gold – Rs 136737/10gm, Silver – Rs 212952/kg, Brcrude – Rs 5220/barrel, Copper – Rs 1121.60/kg.
*0% duty on 100% exports: India secures trade deal with New Zealand*
India and New Zealand on Monday announced the conclusion of talks on a free-trade agreement (FTA), under which Wellington will grant zero-duty access to 100 per cent of Indian exports and commit $20 billion in foreign direct investment (FDI) over the next 15 years. India, in return, has offered liberalised duties across 70 per cent of tariff lines, covering 95 per cent of New Zealand’s exports to India in value terms. Duties will be eliminated immediately on 30 per cent of tariff lines once the agreement comes into force, including products such as wood, wool and sheep meat. As much as 29.97 per cent of tariff lines are on the exclusion list, reflecting India’s sensitivities. These include dairy products such as milk, cream, whey, yoghurt and cheese; animal products other than sheep meat; vegetables including onions, chana, peas and corn; as well as almonds, sugar, artificial honey and other items. Wellington was keen on duty reduction and greater market access in the dairy space but New Delhi insisted on the sector’s exclusion from the deal. A clause, however, allows New Zealand to seek consultations if India were to open its dairy market to countries such as Australia or Chile. Indian officials reiterated that the government would continue to protect the domestic dairy sector.
*Global market action*
Dow Jones – Up by 0.13% or 63.72 points
FTSE – Down by 0.32% or 31.45 points
CAC – Down by 0.37% or 30.31 points
DAX – Down by 0.02% or 4.43 points
Gift Nifty – Up by 0.18% or 46.50 points
*FII/DII activities*
FII – Sold 457.34Cr worth of shares
DII – Bought 4058.22Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.8x
Nifty Bank – 16.6x
*Stocks with high delivery percentage*
Bayer CropScience Ltd – 92.4%
Aditya Birla Sun Life AMC Ltd – 90.3%
Triveni Turbine Ltd – 82.4%
Kalpataru Projects International Ltd – 81.2%
Kotak Mahindra Bank Ltd – 77.4%
*Primary market activities*
IPOs opening today
Apollo Techno Industries Ltd (BSE SME) – Issue size 47.96Cr
Bai Kakaji Polymers Ltd (BSE SME) – Issue size 105.17Cr
Admach Systems Ltd (BSE SME) – Issue size 42.60Cr
Nanta Tech Ltd (BSE SME) – Issue size 31.81Cr
Dhara Rail Projects Ltd (NSE SME) – Issue size 50.20Cr
Listing today
KSH International Ltd (Main board) – Subscribed 0.87x
*Commodities updates*
Gold – Rs 136737/10gm, Silver – Rs 212952/kg, Brcrude – Rs 5220/barrel, Copper – Rs 1121.60/kg.
Morning Alert..
*Direct equity investors take money off table in 2025, a first since Covid*
The post-Covid euphoria surrounding direct equity investing has ebbed in 2025. Individual investors have turned net sellers in the domestic equity market, pulling out about ₹8,461 crore so far this year — a sharp reversal from the record purchases seen in 2024, according to a report by the National Stock Exchange of India (NSE). Between 2020 and 2024, direct equity investments had remained firmly in the green. The scaling back of direct equity purchases by individual investors coincides with a change in equity market dynamics. This calendar year has been tumultuous for markets. While the first few months saw the continuation of the correction that began in September 2024, the remainder of the year has been marked by a recovery punctuated by bouts of volatility. The Nifty 50 index, despite rising nearly 11 per cent in 2025, remains at its September 2024 level. Broader market indices, which suffered a sharper decline after September 2024, remain well below their record highs. As direct investing becomes more challenging, retail investors are increasingly opting for structured avenues to deploy their investible surplus, according to experts.
*Global market action*
Dow Jones – Up by 0.08% or 38.58 points
FTSE – Up by 0.24% or 23.53 points
CAC – Down by 0.20% or 16.07 points
DAX – Up by 0.53% or 128.43 points
Gift Nifty – Up by 0.10% or 27.50 points
*FII/DII activities*
FII – Sold 1794.80Cr worth of shares
DII – Bought 3812.37Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.8x
Nifty Bank – 16.6x
*Stocks with high delivery percentage*
V-Guard Industries Ltd – 93.7%
Aditya Birla Lifestyle Brands Ltd – 82.4%
Inox India Ltd – 77.8%
JB Chemicals & Pharma Ltd – 76.5%
Aditya Birla Fashion and Retail Ltd – 76.2%
*Primary market activities*
Listing today
MARC Technologies Ltd (NSE SME) – Subscribed 9.87x
Global Ocean Logistics India Ltd (BSE SME) – Subscribed 13.64x
*Commodities updates*
Gold – Rs 137870/10gm, Silver – Rs 219800/kg, Brcrude – Rs 5082/barrel, Copper – Rs 1139.80/kg.
*Direct equity investors take money off table in 2025, a first since Covid*
The post-Covid euphoria surrounding direct equity investing has ebbed in 2025. Individual investors have turned net sellers in the domestic equity market, pulling out about ₹8,461 crore so far this year — a sharp reversal from the record purchases seen in 2024, according to a report by the National Stock Exchange of India (NSE). Between 2020 and 2024, direct equity investments had remained firmly in the green. The scaling back of direct equity purchases by individual investors coincides with a change in equity market dynamics. This calendar year has been tumultuous for markets. While the first few months saw the continuation of the correction that began in September 2024, the remainder of the year has been marked by a recovery punctuated by bouts of volatility. The Nifty 50 index, despite rising nearly 11 per cent in 2025, remains at its September 2024 level. Broader market indices, which suffered a sharper decline after September 2024, remain well below their record highs. As direct investing becomes more challenging, retail investors are increasingly opting for structured avenues to deploy their investible surplus, according to experts.
*Global market action*
Dow Jones – Up by 0.08% or 38.58 points
FTSE – Up by 0.24% or 23.53 points
CAC – Down by 0.20% or 16.07 points
DAX – Up by 0.53% or 128.43 points
Gift Nifty – Up by 0.10% or 27.50 points
*FII/DII activities*
FII – Sold 1794.80Cr worth of shares
DII – Bought 3812.37Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.8x
Nifty Bank – 16.6x
*Stocks with high delivery percentage*
V-Guard Industries Ltd – 93.7%
Aditya Birla Lifestyle Brands Ltd – 82.4%
Inox India Ltd – 77.8%
JB Chemicals & Pharma Ltd – 76.5%
Aditya Birla Fashion and Retail Ltd – 76.2%
*Primary market activities*
Listing today
MARC Technologies Ltd (NSE SME) – Subscribed 9.87x
Global Ocean Logistics India Ltd (BSE SME) – Subscribed 13.64x
*Commodities updates*
Gold – Rs 137870/10gm, Silver – Rs 219800/kg, Brcrude – Rs 5082/barrel, Copper – Rs 1139.80/kg.
Special Situation Stock ( High Conviction)
Aartech Solonic CMP 50 / 52
Test Resistance 65 / 75 Sl 38
Coming Days View ⚡️⚡️⚡️⚡️⚡️
Aartech Solonic CMP 50 / 52
Test Resistance 65 / 75 Sl 38
Coming Days View ⚡️⚡️⚡️⚡️⚡️
Equity99
Special Situation Stock ( High Conviction) Aartech Solonic CMP 50 / 52 Test Resistance 65 / 75 Sl 38 Coming Days View ⚡️⚡️⚡️⚡️⚡️
Dalal Street Investment Journal
Upper circuit alert: Heavy electrical equipment company announces strategic updates and operational highlights of Q1FY26
Aartech Solonics Limited, a prominent provider of engineering solutions for the power and defence sectors, reported significant strategic developments and operational progress during the first...
Defence Story Again Play
Aartech SOLONIC CMP 61
Very low Price
Q2 results Good
Very Soon Circuit 20 expected % in Next week
Test Resistance 100 / 120 Short Term/ long sl 52
Coming days View Strong Potential View
Aartech SOLONIC CMP 61
Very low Price
Q2 results Good
Very Soon Circuit 20 expected % in Next week
Test Resistance 100 / 120 Short Term/ long sl 52
Coming days View Strong Potential View
Equity99
Falling wedge break out lickely on the daily chart of AARTRCH SOLONICS Look at the DAILY chart of AARTECH SOLONICS. Stock is ready to give a falling wedge break out after a long down trend. Now expect a big rally upto 63/70 in this counter...
Ready to break 55 ⚡️⚡️⚡️ once break it go above 69
Morning Alert..
*Mid-term exits by independent directors at highest level since 2017*
The number of independent directors in listed companies leaving office this year before the end of their term is the highest since 2017, the earliest year for which the data on this is available. There have been 510 resignations as of the middle of December, shows the data from primeinfobase.com. The figure last year was 393. The number of exits has picked up significantly since the pandemic. There were 265 mid-term cessations in 2019, the year before the pandemic. The last few years have seen more pressure on independent directors to deliver, according to Shriram Subramanian, founder and managing director, domestic proxy advisor InGovern Research Services. “There is an increasing (amount of) focus and scrutiny,” he said. A proxy advisory firm provides guidance on company resolutions, including the appointment of directors, to shareholders. The reasons given for the resignations include being occupied with other matters, and personal and health factors. Some have cited regulatory norms, joining the board of other companies, and conflict of interest.
*Global market action*
Dow Jones – Up by 0.13% or 62.65 points
FTSE – CLOSED
CAC – CLOSED
DAX – CLOSED
Gift Nifty – Down by 0.20% or 52.00 points
*FII/DII activities*
FII – Sold 1721.26Cr worth of shares
DII – Bought 2381.34Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.8x
Nifty Bank – 16.5x
*Stocks with high delivery percentage*
Abbott India Ltd – 91%
Aditya Birla Lifestyle Brands Ltd – 85.2%
Nippon Life India Asset Management Ltd – 83%
Cholamandalam Financial Holdings Ltd – 80.3%
Krishna Institute of Medical Sciences Ltd – 80.3%
*Primary market activities*
IPO opening today
E to E Transportation Infrastructure Ltd (NSE SME) – Issue size 84.22Cr
*Commodities updates*
Gold – Rs 138179/10gm, Silver – Rs 223730/kg, Brcrude – Rs 5086/barrel, Copper – Rs 1157.50/kg.
*Mid-term exits by independent directors at highest level since 2017*
The number of independent directors in listed companies leaving office this year before the end of their term is the highest since 2017, the earliest year for which the data on this is available. There have been 510 resignations as of the middle of December, shows the data from primeinfobase.com. The figure last year was 393. The number of exits has picked up significantly since the pandemic. There were 265 mid-term cessations in 2019, the year before the pandemic. The last few years have seen more pressure on independent directors to deliver, according to Shriram Subramanian, founder and managing director, domestic proxy advisor InGovern Research Services. “There is an increasing (amount of) focus and scrutiny,” he said. A proxy advisory firm provides guidance on company resolutions, including the appointment of directors, to shareholders. The reasons given for the resignations include being occupied with other matters, and personal and health factors. Some have cited regulatory norms, joining the board of other companies, and conflict of interest.
*Global market action*
Dow Jones – Up by 0.13% or 62.65 points
FTSE – CLOSED
CAC – CLOSED
DAX – CLOSED
Gift Nifty – Down by 0.20% or 52.00 points
*FII/DII activities*
FII – Sold 1721.26Cr worth of shares
DII – Bought 2381.34Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.8x
Nifty Bank – 16.5x
*Stocks with high delivery percentage*
Abbott India Ltd – 91%
Aditya Birla Lifestyle Brands Ltd – 85.2%
Nippon Life India Asset Management Ltd – 83%
Cholamandalam Financial Holdings Ltd – 80.3%
Krishna Institute of Medical Sciences Ltd – 80.3%
*Primary market activities*
IPO opening today
E to E Transportation Infrastructure Ltd (NSE SME) – Issue size 84.22Cr
*Commodities updates*
Gold – Rs 138179/10gm, Silver – Rs 223730/kg, Brcrude – Rs 5086/barrel, Copper – Rs 1157.50/kg.
Equity99
Photo
Univastu india Update Promoters takes warrants @ 82 and current price 70 very discounted rate any time Bounce back
Equity99
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Univastu India Limited is focused on civil and infrastructure projects, executing turnkey works such as metro stations, institutional buildings, hospitals, sports complexes and mass housing across multiple Indian states. Recently, the board approved a Memorandum of Understanding with URBAN Systems Urbs AB, Sweden, to jointly develop data centre projects in Maharashtra, giving Univastu access to overseas expertise in urban infrastructure and smart, tech-driven assets. In the same board meeting, Univastu cleared a preferential issue of up to 35 lakh fully convertible warrants at ₹82 per warrant to promoters, aggregating around ₹28.7 crore Post-conversion, promoter shareholding is expected to rise by nearly 3 percentage points, signalling confidence in the company’s growth pipeline and supporting balance-sheet strength for upcoming EPC and data-centre-led opportunities.
Equity99
Univastu India Limited is focused on civil and infrastructure projects, executing turnkey works such as metro stations, institutional buildings, hospitals, sports complexes and mass housing across multiple Indian states. Recently, the board approved a Memorandum…
Ready to Hit 75 to 78🔤 🔤 🔤 🔤 🔤 🔤
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