GM jsk stock in news sci,eil,greenply,alkemlab,drl,sonatasoft,godrejagro,Novartis,tatacom,vardhamnsteel,dhanushreetea,MNM,kesoram,mazdock,subros,adanigreen,Hindalco,srilkalasthipipe,sumintochem,filatex. Negative stocks apollotyre,HPCL,maruthi,idea. Nifty range 16150-16350.
*Good Morning*
• Billionaire Birla Quits as Chair of Troubled Vodafone India Unit
• Largest Indian Bank Surges to Record on Biggest-Ever Profit
• India Sugar Mills Ask Govt to Continue Export Subsidy Next Year
• HPCL Readying Mumbai, Vizag Plants to Run at Full Capacity
• India Cumulative Monsoon Rainfall 2% Below Normal on Aug. 4
• BRICS 2Q GDP Forecast Steady in Past Week; India Seen at 19.1%
• Boeing 737 Max Heads to China for Key Test to End Flight Ban
• Gold Pares Gains After ISM Report, Comments From Fed’s Clarida
• Global Funds Buy Net INR28.3B of India Stocks Wednesday: NSE
o Domestic funds sell net 4.11b rupees of stocks,
• Foreign Investors Buy Net INR21B of Indian Equities on Tuesday
• Foreigners Sell Net INR40.3B Indian Equity Derivatives Wednesday
• Parliament passes bill to amend Airports Economic Regulatory Authority Act: PTI
• Rajya Sabha passes DICGC amendment bill: PTI
• Billionaire Jhunjhunwala’s Airline Gets India Initial Nod: CNBC
• Adani Total Gas (ATGL): 1Q net income 1.43b rupees vs. 389.1m y/y; revenue 5.22b vs. 2.1b y/y
• Apollo Tyres (APTY): 1Q net income 1.28b rupees vs. loss 1.35b y/y, est. 1.44b
• Dr. Reddy’s (DRRD): BioDelivery Sciences entered into an agreement with Dr. Reddy’s to acquire the U.S. and Canadian rights to ELYXYB for $6m upfront payment, plus $9 million
• Hindalco Industries (HNDL): Unit Novelis 1Q net from cont. ops., ex. items $260m vs $22m; net sales up 59% y/y to $3.9b
• Hindustan Petroleum (HPCL): 1Q net income -36% y/y to 17.95b rupees, beats est. 14.7b; revenue +69% y/y to 773.1b
• Prakash Industries (PKI): Wins Bhaskarpara coal mine in India auction
• Reliance (RIL): To double PET recycling capacity with new Andhra plant
• Shipping Corp of India (SCI): Approvesdemerger of non-core business; SCI shareholders to get 1 share of spun off company for each held
• State Bank of India (SBIN): Sees FY22 Credit Growth at 9%; to Keep Slippages Within 2%: Chairman Khara Says
• Titan (TTAN): 1Q net income 610m rupees vs. loss 2.70b y/y, est. loss 112.4m
• Vodafone Idea (IDEA): Kumar Mangalam Birla to Step Down as Chairman
• Billionaire Birla Quits as Chair of Troubled Vodafone India Unit
• Largest Indian Bank Surges to Record on Biggest-Ever Profit
• India Sugar Mills Ask Govt to Continue Export Subsidy Next Year
• HPCL Readying Mumbai, Vizag Plants to Run at Full Capacity
• India Cumulative Monsoon Rainfall 2% Below Normal on Aug. 4
• BRICS 2Q GDP Forecast Steady in Past Week; India Seen at 19.1%
• Boeing 737 Max Heads to China for Key Test to End Flight Ban
• Gold Pares Gains After ISM Report, Comments From Fed’s Clarida
• Global Funds Buy Net INR28.3B of India Stocks Wednesday: NSE
o Domestic funds sell net 4.11b rupees of stocks,
• Foreign Investors Buy Net INR21B of Indian Equities on Tuesday
• Foreigners Sell Net INR40.3B Indian Equity Derivatives Wednesday
• Parliament passes bill to amend Airports Economic Regulatory Authority Act: PTI
• Rajya Sabha passes DICGC amendment bill: PTI
• Billionaire Jhunjhunwala’s Airline Gets India Initial Nod: CNBC
• Adani Total Gas (ATGL): 1Q net income 1.43b rupees vs. 389.1m y/y; revenue 5.22b vs. 2.1b y/y
• Apollo Tyres (APTY): 1Q net income 1.28b rupees vs. loss 1.35b y/y, est. 1.44b
• Dr. Reddy’s (DRRD): BioDelivery Sciences entered into an agreement with Dr. Reddy’s to acquire the U.S. and Canadian rights to ELYXYB for $6m upfront payment, plus $9 million
• Hindalco Industries (HNDL): Unit Novelis 1Q net from cont. ops., ex. items $260m vs $22m; net sales up 59% y/y to $3.9b
• Hindustan Petroleum (HPCL): 1Q net income -36% y/y to 17.95b rupees, beats est. 14.7b; revenue +69% y/y to 773.1b
• Prakash Industries (PKI): Wins Bhaskarpara coal mine in India auction
• Reliance (RIL): To double PET recycling capacity with new Andhra plant
• Shipping Corp of India (SCI): Approvesdemerger of non-core business; SCI shareholders to get 1 share of spun off company for each held
• State Bank of India (SBIN): Sees FY22 Credit Growth at 9%; to Keep Slippages Within 2%: Chairman Khara Says
• Titan (TTAN): 1Q net income 610m rupees vs. loss 2.70b y/y, est. loss 112.4m
• Vodafone Idea (IDEA): Kumar Mangalam Birla to Step Down as Chairman
*SGX Nifty +10 pts (16267) from last trade 16257*
Nikkei +81 pts ,
Hangseng -36 pts ,
Now @7.00am .
Dow -323.73 pts ,Nsdq +19.24 pts, S&P -20.49 pts, Bovespa -1775 pts , Ftse +18 pts , Dax +137 pts , Cac +22 pts , Crude @ $68.31 brl +0.16), Brent @ $70.54 brl (+0.42) , Gold @ 1812.40 (-2.10), Silver @ $25.367 (-0.09), Euro @ $1.1833, JPY @ $109.64, INR @ 74.215
*Today's Corporate Action*
*5th Aug Ex Date*
AKCAPIT
Final Dividend - Rs. - 1.0000
AKZOINDIA
Final Dividend - Rs. - 30.0000
ALFREDHE
Dividend - Rs. - 2.7500
APARINDS
Dividend - Rs. - 9.5000
AVANTI
Final Dividend - Rs. - 6.2500
BOMBCYC
Final Dividend - Rs. - 5.0000
DFM
Dividend - Rs. - 1.0000
DHUNTEAIND
Bonus issue 1:2
DVL
Final Dividend - Rs. - 2.5000
ERIS
Interim Dividend - Rs. - 6.0100
GMM
Final Dividend - Rs. - 2.0000
GOODLUCK
Interim Dividend - Rs. - 1.5000
GPPL
Final Dividend - Rs. - 2.4000
GRANULES
Interim Dividend - Rs. - 0.2500
HESTERBIO
Dividend - Rs. - 10.0000
INDINFR
Income Distribution (InvIT)
INDPRUD
Dividend - Rs. - 25.0000
INEOSSTYRO
Dividend - Rs. - 10.0000
IOC
Final Dividend - Rs. - 1.5000
JAYAGROGN
Dividend - Rs. - 1.0000
JUBLINGREA
Final Dividend - Rs. - 0.3500
JUBLPHARMA
Final Dividend - Rs. - 5.0000
KALYANIFRG
Final Dividend - Rs. - 1.5000
KOPRAN
Final Dividend - Rs. - 1.5000
MARUTI
Final Dividend - Rs. - 45.0000
NCC
Final Dividend - Rs. - 0.8000
RKFORGE
Interim Dividend - Rs. - 0.5000
SHILCTECH
Dividend - Rs. - 1.5000
SHRIDINE
Final Dividend - Rs. - 5.0000
SRF
Interim Dividend - Rs. - 12.0000
STAR
Final Dividend - Rs. - 2.5000
VAIBHAVGBL
Interim Dividend - Rs. - 1.5000
VISHAL
Interim Dividend - Rs. - 0.5000
*Today's Key Results/Board Meetings*
*5-Aug-21*
ABCAPITAL
Quarterly Results
ACCELYA
Final Dividend;Audited Results
ACRYSIL
Quarterly Results;General
ADANIPOWER
Quarterly Results
ADANITRANS
General
ADMANUM
Quarterly Results
ADORWELD
Quarterly Results
ALEXANDER
Quarterly Results; General;A.G.M.;Increase in Authorised Capital; Preferential Issue of shares
ALICON
Quarterly Results
AMARNATH
Quarterly Results;General
AMS
Quarterly Results
AMTEKAUTO
Audited Results
ANDHRAPET
Quarterly Results
ARCHITORG
Quarterly Results
ARISINT
Quarterly Results;General
ARTEMISMED
Quarterly Results;Stock Split
ARVIND
Quarterly Results
AUROLAB
Quarterly Results
BAFNAPHARM
Quarterly Results;General
BAJAJCON
Quarterly Results
BENTCOM
Quarterly Results
BIRLACORPN
Quarterly Results
BRIGADE
Quarterly Results
CAPPL
Quarterly Results;Final Dividend
CERA
Quarterly Results
CINELINE
Quarterly Results;Issue Of Warrants;Preferential Issue of shares
CIPLA
Quarterly Results
DCMNVL
Quarterly Results
DELTA
Quarterly Results;General
DENORA
Quarterly Results
DGL
Audited Results
DNAMEDIA
Quarterly Results
EDELWEISS
Quarterly Results
EIMCOELECO
Quarterly Results
EKI
A.G.M.;Final Dividend
ESCORTS
Quarterly Results;General
EVERESTO
Quarterly Results;A.G.M.
GAIL
Quarterly Results;General
GAYATRIBI
Quarterly Results
GCCLINP
Quarterly Results
GTV
General
GUJARATPOLY
Quarterly Results
GUJGAS
Quarterly Results
HIKAL
Quarterly Results
HINDMILL
Quarterly Results
HONAUT
Quarterly Results
IBULHSGFIN
Quarterly Results
INVPRECQ
Quarterly Results
IPCALAB
Quarterly Results
ISHWATR
Quarterly Results
ITDCEM
Quarterly Results
JCHAC
Quarterly Results
JUBLINDS
Quarterly Results
KIOCL
Quarterly Results
KUNSTOFF
Quarterly Results; General;A.G.M.
LIBORD
Quarterly Results
LIBORDFIN
Quarterly Results
MAANALU
Quarterly Results
MONGIPA
Quarterly Results
MONTECARLO
Quarterly Results
MOONGIPASEC
Quarterly Results
MORGANITE
Quarterly Results;General
MUKTA
Quarterly Results
NACLIND
Quarterly Results
NAVKARCORP
Quarterly Results
NCC
Quarterly Results
NH
Quarterly Results
NIYOGIN
Quarterly Results
OCTAL
Quarterly Results
ORIRAIL
Quarterly Results
OZONEWORLD
Quarterly Results
PANAMAPET
Quarterly Results
PARLEIND
Quarterly Results
PCS
Quarterly Results
PFS
Quarterly Results
PITTIENG
Quarterly Results
PRINCEPIPE
Quarterly Results
QUESS
Quarterly Results
RECLTD
Quarterly Results; General;Dividend
Nikkei +81 pts ,
Hangseng -36 pts ,
Now @7.00am .
Dow -323.73 pts ,Nsdq +19.24 pts, S&P -20.49 pts, Bovespa -1775 pts , Ftse +18 pts , Dax +137 pts , Cac +22 pts , Crude @ $68.31 brl +0.16), Brent @ $70.54 brl (+0.42) , Gold @ 1812.40 (-2.10), Silver @ $25.367 (-0.09), Euro @ $1.1833, JPY @ $109.64, INR @ 74.215
*Today's Corporate Action*
*5th Aug Ex Date*
AKCAPIT
Final Dividend - Rs. - 1.0000
AKZOINDIA
Final Dividend - Rs. - 30.0000
ALFREDHE
Dividend - Rs. - 2.7500
APARINDS
Dividend - Rs. - 9.5000
AVANTI
Final Dividend - Rs. - 6.2500
BOMBCYC
Final Dividend - Rs. - 5.0000
DFM
Dividend - Rs. - 1.0000
DHUNTEAIND
Bonus issue 1:2
DVL
Final Dividend - Rs. - 2.5000
ERIS
Interim Dividend - Rs. - 6.0100
GMM
Final Dividend - Rs. - 2.0000
GOODLUCK
Interim Dividend - Rs. - 1.5000
GPPL
Final Dividend - Rs. - 2.4000
GRANULES
Interim Dividend - Rs. - 0.2500
HESTERBIO
Dividend - Rs. - 10.0000
INDINFR
Income Distribution (InvIT)
INDPRUD
Dividend - Rs. - 25.0000
INEOSSTYRO
Dividend - Rs. - 10.0000
IOC
Final Dividend - Rs. - 1.5000
JAYAGROGN
Dividend - Rs. - 1.0000
JUBLINGREA
Final Dividend - Rs. - 0.3500
JUBLPHARMA
Final Dividend - Rs. - 5.0000
KALYANIFRG
Final Dividend - Rs. - 1.5000
KOPRAN
Final Dividend - Rs. - 1.5000
MARUTI
Final Dividend - Rs. - 45.0000
NCC
Final Dividend - Rs. - 0.8000
RKFORGE
Interim Dividend - Rs. - 0.5000
SHILCTECH
Dividend - Rs. - 1.5000
SHRIDINE
Final Dividend - Rs. - 5.0000
SRF
Interim Dividend - Rs. - 12.0000
STAR
Final Dividend - Rs. - 2.5000
VAIBHAVGBL
Interim Dividend - Rs. - 1.5000
VISHAL
Interim Dividend - Rs. - 0.5000
*Today's Key Results/Board Meetings*
*5-Aug-21*
ABCAPITAL
Quarterly Results
ACCELYA
Final Dividend;Audited Results
ACRYSIL
Quarterly Results;General
ADANIPOWER
Quarterly Results
ADANITRANS
General
ADMANUM
Quarterly Results
ADORWELD
Quarterly Results
ALEXANDER
Quarterly Results; General;A.G.M.;Increase in Authorised Capital; Preferential Issue of shares
ALICON
Quarterly Results
AMARNATH
Quarterly Results;General
AMS
Quarterly Results
AMTEKAUTO
Audited Results
ANDHRAPET
Quarterly Results
ARCHITORG
Quarterly Results
ARISINT
Quarterly Results;General
ARTEMISMED
Quarterly Results;Stock Split
ARVIND
Quarterly Results
AUROLAB
Quarterly Results
BAFNAPHARM
Quarterly Results;General
BAJAJCON
Quarterly Results
BENTCOM
Quarterly Results
BIRLACORPN
Quarterly Results
BRIGADE
Quarterly Results
CAPPL
Quarterly Results;Final Dividend
CERA
Quarterly Results
CINELINE
Quarterly Results;Issue Of Warrants;Preferential Issue of shares
CIPLA
Quarterly Results
DCMNVL
Quarterly Results
DELTA
Quarterly Results;General
DENORA
Quarterly Results
DGL
Audited Results
DNAMEDIA
Quarterly Results
EDELWEISS
Quarterly Results
EIMCOELECO
Quarterly Results
EKI
A.G.M.;Final Dividend
ESCORTS
Quarterly Results;General
EVERESTO
Quarterly Results;A.G.M.
GAIL
Quarterly Results;General
GAYATRIBI
Quarterly Results
GCCLINP
Quarterly Results
GTV
General
GUJARATPOLY
Quarterly Results
GUJGAS
Quarterly Results
HIKAL
Quarterly Results
HINDMILL
Quarterly Results
HONAUT
Quarterly Results
IBULHSGFIN
Quarterly Results
INVPRECQ
Quarterly Results
IPCALAB
Quarterly Results
ISHWATR
Quarterly Results
ITDCEM
Quarterly Results
JCHAC
Quarterly Results
JUBLINDS
Quarterly Results
KIOCL
Quarterly Results
KUNSTOFF
Quarterly Results; General;A.G.M.
LIBORD
Quarterly Results
LIBORDFIN
Quarterly Results
MAANALU
Quarterly Results
MONGIPA
Quarterly Results
MONTECARLO
Quarterly Results
MOONGIPASEC
Quarterly Results
MORGANITE
Quarterly Results;General
MUKTA
Quarterly Results
NACLIND
Quarterly Results
NAVKARCORP
Quarterly Results
NCC
Quarterly Results
NH
Quarterly Results
NIYOGIN
Quarterly Results
OCTAL
Quarterly Results
ORIRAIL
Quarterly Results
OZONEWORLD
Quarterly Results
PANAMAPET
Quarterly Results
PARLEIND
Quarterly Results
PCS
Quarterly Results
PFS
Quarterly Results
PITTIENG
Quarterly Results
PRINCEPIPE
Quarterly Results
QUESS
Quarterly Results
RECLTD
Quarterly Results; General;Dividend
REFEX
Quarterly Results
RELTD
Quarterly Results;A.G.M.
RPPINFRA
General;Rights Issue
SHRIDINE
Quarterly Results;General
SHRJAGP
Quarterly Results;General
SHVSUIT
Quarterly Results;General
SKYLMILAR
Quarterly Results
SMLISUZU
Quarterly Results
SOMANYCERA
Quarterly Results
SRGHFL
Quarterly Results;General
STARHFL
Quarterly Results;General
SURYALA
Quarterly Results; A.G.M.;Final Dividend
SVGLOBAL
Quarterly Results
TANAA
Quarterly Results
TASHIND
Quarterly Results
TATACHEM
Quarterly Results
TCIIND
Quarterly Results
THERMAX
Quarterly Results
TRELCHE-B
Quarterly Results
TTKHEALTH
Quarterly Results
UNJHAFOR
Quarterly Results
USGTECH
Quarterly Results
VIDHIING
Quarterly Results; General;A.G.M.
WINDMACHIN
Quarterly Results;General
YASHO
Quarterly Results
ZSHERAPR
Quarterly Results
ZSPEEDCO
Quarterly Results
*Stock under F&O ban on NSE*
*5-Aug-21*
1CANBK
2IBULHSGFIN
3SUNTV
Quarterly Results
RELTD
Quarterly Results;A.G.M.
RPPINFRA
General;Rights Issue
SHRIDINE
Quarterly Results;General
SHRJAGP
Quarterly Results;General
SHVSUIT
Quarterly Results;General
SKYLMILAR
Quarterly Results
SMLISUZU
Quarterly Results
SOMANYCERA
Quarterly Results
SRGHFL
Quarterly Results;General
STARHFL
Quarterly Results;General
SURYALA
Quarterly Results; A.G.M.;Final Dividend
SVGLOBAL
Quarterly Results
TANAA
Quarterly Results
TASHIND
Quarterly Results
TATACHEM
Quarterly Results
TCIIND
Quarterly Results
THERMAX
Quarterly Results
TRELCHE-B
Quarterly Results
TTKHEALTH
Quarterly Results
UNJHAFOR
Quarterly Results
USGTECH
Quarterly Results
VIDHIING
Quarterly Results; General;A.G.M.
WINDMACHIN
Quarterly Results;General
YASHO
Quarterly Results
ZSHERAPR
Quarterly Results
ZSPEEDCO
Quarterly Results
*Stock under F&O ban on NSE*
*5-Aug-21*
1CANBK
2IBULHSGFIN
3SUNTV
World Markets
Dow - 324
Nasdaq + 19
Dax + 137
Nikkei + 79
Hangseng - 44
Sgxnifty + 13 (16269)
Brent Crude 70.53
Dow Fut + 77
Dollar Index 92.33
Dow - 324
Nasdaq + 19
Dax + 137
Nikkei + 79
Hangseng - 44
Sgxnifty + 13 (16269)
Brent Crude 70.53
Dow Fut + 77
Dollar Index 92.33
*Morning Action @ 7am – Thursday, August 5th 2021.*
Overnight at Wall Street, Dow Jones tumbled following comments from Federal Reserve Vice Chairman Richard Clarida, who said the U.S. should be in a healthy enough position that the central bank could start raising interest rates by 2023.
The Dow Jones index tanked 324 points to close at 34793 mark while the Nasdaq ended 19 points higher at 14,780.
In early action, SGX Nifty is cautiously higher.
*7 AM GLOBAL UPDATE:*
# SGX Nifty (+25, 16285)
# Dow (-324, 34793)
# Nasdaq (+19, 14781)
# Brazil Bovespa (-1775, 121801)
# Nikkei (+105, 27690)
# Hang Seng (-37, 26390)
*MARKET TRENDS:*
# Global: Neutral.
# FII: Positive (+2828.57 Cr)
# DII: Negative (-411.36 Cr)
# F&O: 16000-16500 zone
# Market Breadth: Weak
# Sentiment: Bullish
# Technicals: Higher high/lows
# Outlook: Consolidation day likely.
*All ABOUT NIFTY & BANK NIFTY:*
NIFTY (CMP 16259):
# SUPPORT: 16121/15913
# RESISTANCE: 16329/16563
# RANGE: 15121-16327
# BIAS: Positive.
BANK NIFTY (CMP 36028):
# SUPPORT: 35551/34549
# RESISTANCE: 36321/37209
# RANGE: 35551-36551
# BIAS: Positive.
*THEME OF THE DAY:*
# Our call of the day which suggests bulls could hesitate but are unlikely to give up. We say so because this equity bull market remains on solid footing as Nifty closes above the psychological 16075 mark.
Helping sentiments are the good news of PMI which showed expansion, thus conveying strength of economic recovery in the country. Also, SBI’s upbeat Q1FY22 results added to the optimism as the largest banker of the country posted its highest ever quarterly net profit at Rs.6504 crores.
# Also, as per Wednesday’s provisional data available, FIIs bought shares worth Rs. 2828.57 crores in the Indian Equity Market. DIIs
# The biggest event will be the outcome of RBI’s monetary policy committee meeting slated to trickle in on Friday 6th August. The street expects the MPC to hold interest rates at 4% but also commanding attention would be the commentary on economic growth and inflation.
# Friday’s July U.S jobs report is likely to attract “special attention” as the street will spy with one big eye to the Federal Reserve’s path toward tapering its monthly asset purchases.
# Q1 earnings to trickle in today: NCC, GAIL, REC, CIPLA, IPCA LABS, TATA CHEM, ADANI POWER, ESCORTS, IBULSHSGFIN.
*Disclaimer:* Our subscribers/clients may have positions in the stocks recommended in this note. Please note that the actual subscribers may receive additional information in real time not available to the viewers of this note.
This does not construe to be an investment advice. Stock market investments are subject to market risks. All information is a point of view, and is for educational and informational use only. The author accepts no liability for any interpretation of articles or comments on this blog being used for actual investments.
Overnight at Wall Street, Dow Jones tumbled following comments from Federal Reserve Vice Chairman Richard Clarida, who said the U.S. should be in a healthy enough position that the central bank could start raising interest rates by 2023.
The Dow Jones index tanked 324 points to close at 34793 mark while the Nasdaq ended 19 points higher at 14,780.
In early action, SGX Nifty is cautiously higher.
*7 AM GLOBAL UPDATE:*
# SGX Nifty (+25, 16285)
# Dow (-324, 34793)
# Nasdaq (+19, 14781)
# Brazil Bovespa (-1775, 121801)
# Nikkei (+105, 27690)
# Hang Seng (-37, 26390)
*MARKET TRENDS:*
# Global: Neutral.
# FII: Positive (+2828.57 Cr)
# DII: Negative (-411.36 Cr)
# F&O: 16000-16500 zone
# Market Breadth: Weak
# Sentiment: Bullish
# Technicals: Higher high/lows
# Outlook: Consolidation day likely.
*All ABOUT NIFTY & BANK NIFTY:*
NIFTY (CMP 16259):
# SUPPORT: 16121/15913
# RESISTANCE: 16329/16563
# RANGE: 15121-16327
# BIAS: Positive.
BANK NIFTY (CMP 36028):
# SUPPORT: 35551/34549
# RESISTANCE: 36321/37209
# RANGE: 35551-36551
# BIAS: Positive.
*THEME OF THE DAY:*
# Our call of the day which suggests bulls could hesitate but are unlikely to give up. We say so because this equity bull market remains on solid footing as Nifty closes above the psychological 16075 mark.
Helping sentiments are the good news of PMI which showed expansion, thus conveying strength of economic recovery in the country. Also, SBI’s upbeat Q1FY22 results added to the optimism as the largest banker of the country posted its highest ever quarterly net profit at Rs.6504 crores.
# Also, as per Wednesday’s provisional data available, FIIs bought shares worth Rs. 2828.57 crores in the Indian Equity Market. DIIs
# The biggest event will be the outcome of RBI’s monetary policy committee meeting slated to trickle in on Friday 6th August. The street expects the MPC to hold interest rates at 4% but also commanding attention would be the commentary on economic growth and inflation.
# Friday’s July U.S jobs report is likely to attract “special attention” as the street will spy with one big eye to the Federal Reserve’s path toward tapering its monthly asset purchases.
# Q1 earnings to trickle in today: NCC, GAIL, REC, CIPLA, IPCA LABS, TATA CHEM, ADANI POWER, ESCORTS, IBULSHSGFIN.
*Disclaimer:* Our subscribers/clients may have positions in the stocks recommended in this note. Please note that the actual subscribers may receive additional information in real time not available to the viewers of this note.
This does not construe to be an investment advice. Stock market investments are subject to market risks. All information is a point of view, and is for educational and informational use only. The author accepts no liability for any interpretation of articles or comments on this blog being used for actual investments.
Stocks To Watch
Vodafone Idea: Kumar Mangalam Birla has stepped down as chairman of the company. The board accepted Birla’s request to step down as non-executive director and non-executive chairman of Vodafone Idea from August 4. Board has elected Himanshu Kapania as the non-executive chairman. Kapania is a nominee of the Aditya Birla Group. Board also appointed Sushil Agarwal, a nominee of Aditya Birla Group, as an additional director.
SBI Life Insurance Company: CA Emerald Investments, an affiliate of Carlyle Group, to sell its entire 1.9% stake in SBI Life Insurance Company. It will sell 1.90 crore shares at Rs 1,130- Rs 1,136.85 apiece, as per term sheet. At the lower end, CA Emerald Investments will be able to raise Rs 2,147 crore ($289.4 million).
Reliance Industries: To double its PET recycling capacity by setting up a recycled polyester staple fiber manufacturing facility in Andhra Pradesh. Srichakra Ecotex India will build and operate the new recycled PSF – Recron GreenGold and PET flakes wash-line in Andhra Pradesh for Reliance. The plant will help Reliance to more than double its recycling capacity to 5 billion post-consumer PET bottles.
Dr. Reddy's Laboratories: Entered into a definitive agreement with BioDelivery Sciences International, Inc., to sell its U.S. and Canada territory rights for Elyxyb 25 mg/mL to the U.S.-based firm. Under the terms of agreement, Dr. Reddy's will receive $6 million upfront upon closing, followed by $9 million one year from closing. Further, it is eligible to receive event based, sales-based milestones and quarterly earn-out payments
“Elyxyb is an oral solution dosage form which makes it convenient for patients to take it immediately upon emergence of migraine attacks,” said Dr. Reddy's Laboratories CEO Erez Israeli.
Shipping Corporation of India: Approved demerger of non-core assets into new company. The demerger is aimed at facilitating “an effective and efficient disinvestment” of Shipping Corporation of India by the government Shipping Corp holders will get 1 share in the new company for every share they held in the state-run shipping company. The new company will be listed on BSE and NSE.
Ion Exchange (India): Indian Oil Corporation has awarded an Engineering, Procurement, Construction and Commissioning contract of Rs 357.46 crore to the company to design and install effluent treatment plant on turnkey basis for its
Para Xylene and Purified Terephthalic Acid complex project at Paradip, Orissa. The project is to be constructed and commissioned within 26 months from the date of Letter of Acceptance.
Prakash Industries: Won Bhaskarpara Coal Mine in India auction.
MMTC: The Supreme Court has passed an order in MMTC vs Anglo American Metallurgical Coal Pty Case reducing the interest component. Details are being
worked out to know the impact of this decision, the company said. MMTC may need to make significant provision in the Accounts for 2020-21. The company is also exploring all legal remedies available.
Shriram Transport Finance Company: Allotted 1000 secured NCDs of face value of Rs 10 lakh each, aggregating to Rs 100 crore on private placement basis. The proceeds of the issue will be utilised for financing of commercial vehicles, refinancing of existing debt and other general purposes of the company.
Borosil Renewables: To increase production capacity of its third furnace (SG-3), being installed at its manufacturing facility at Bharuch, Gujarat, from 500 MT to 550 MT per day. The expansion will cost company Rs 600 crore
Earnings: Cipla, GAIL (India), Adani Power, Escorts, Birla Corporation Gujarat Gas, Tata Chemicals, Accelya Solutions India, Bajaj Consumer Care, IPCA Laboratories, Brigade Enterprises, REC, Honeywell Automation India, KIOCL, NCC, Quess Corp, Thermax, Narayana Hrudayalaya, Ador Welding, Alicon Castalloy, Andhra Petrochemicals, Arvind, Cera Sanitaryware, Hikal, ITD Cementation India, Johnson Controls-Hitachi Air Conditioning India, Prince Pipes And Fittings, Jubilant
Vodafone Idea: Kumar Mangalam Birla has stepped down as chairman of the company. The board accepted Birla’s request to step down as non-executive director and non-executive chairman of Vodafone Idea from August 4. Board has elected Himanshu Kapania as the non-executive chairman. Kapania is a nominee of the Aditya Birla Group. Board also appointed Sushil Agarwal, a nominee of Aditya Birla Group, as an additional director.
SBI Life Insurance Company: CA Emerald Investments, an affiliate of Carlyle Group, to sell its entire 1.9% stake in SBI Life Insurance Company. It will sell 1.90 crore shares at Rs 1,130- Rs 1,136.85 apiece, as per term sheet. At the lower end, CA Emerald Investments will be able to raise Rs 2,147 crore ($289.4 million).
Reliance Industries: To double its PET recycling capacity by setting up a recycled polyester staple fiber manufacturing facility in Andhra Pradesh. Srichakra Ecotex India will build and operate the new recycled PSF – Recron GreenGold and PET flakes wash-line in Andhra Pradesh for Reliance. The plant will help Reliance to more than double its recycling capacity to 5 billion post-consumer PET bottles.
Dr. Reddy's Laboratories: Entered into a definitive agreement with BioDelivery Sciences International, Inc., to sell its U.S. and Canada territory rights for Elyxyb 25 mg/mL to the U.S.-based firm. Under the terms of agreement, Dr. Reddy's will receive $6 million upfront upon closing, followed by $9 million one year from closing. Further, it is eligible to receive event based, sales-based milestones and quarterly earn-out payments
“Elyxyb is an oral solution dosage form which makes it convenient for patients to take it immediately upon emergence of migraine attacks,” said Dr. Reddy's Laboratories CEO Erez Israeli.
Shipping Corporation of India: Approved demerger of non-core assets into new company. The demerger is aimed at facilitating “an effective and efficient disinvestment” of Shipping Corporation of India by the government Shipping Corp holders will get 1 share in the new company for every share they held in the state-run shipping company. The new company will be listed on BSE and NSE.
Ion Exchange (India): Indian Oil Corporation has awarded an Engineering, Procurement, Construction and Commissioning contract of Rs 357.46 crore to the company to design and install effluent treatment plant on turnkey basis for its
Para Xylene and Purified Terephthalic Acid complex project at Paradip, Orissa. The project is to be constructed and commissioned within 26 months from the date of Letter of Acceptance.
Prakash Industries: Won Bhaskarpara Coal Mine in India auction.
MMTC: The Supreme Court has passed an order in MMTC vs Anglo American Metallurgical Coal Pty Case reducing the interest component. Details are being
worked out to know the impact of this decision, the company said. MMTC may need to make significant provision in the Accounts for 2020-21. The company is also exploring all legal remedies available.
Shriram Transport Finance Company: Allotted 1000 secured NCDs of face value of Rs 10 lakh each, aggregating to Rs 100 crore on private placement basis. The proceeds of the issue will be utilised for financing of commercial vehicles, refinancing of existing debt and other general purposes of the company.
Borosil Renewables: To increase production capacity of its third furnace (SG-3), being installed at its manufacturing facility at Bharuch, Gujarat, from 500 MT to 550 MT per day. The expansion will cost company Rs 600 crore
Earnings: Cipla, GAIL (India), Adani Power, Escorts, Birla Corporation Gujarat Gas, Tata Chemicals, Accelya Solutions India, Bajaj Consumer Care, IPCA Laboratories, Brigade Enterprises, REC, Honeywell Automation India, KIOCL, NCC, Quess Corp, Thermax, Narayana Hrudayalaya, Ador Welding, Alicon Castalloy, Andhra Petrochemicals, Arvind, Cera Sanitaryware, Hikal, ITD Cementation India, Johnson Controls-Hitachi Air Conditioning India, Prince Pipes And Fittings, Jubilant
Industries, Monte Carlo Fashions, NACL Industries, Navkar Corporation, Niyogin Fintech, Panama Petrochem, PTC India Financial Services, Pitti Engineering, SML Isuzu, Somany Ceramics, TTK Healthcare, Vidhi Specialty Food Ingredients
Pledge Share Details
Max Financial Services: Promoter Max Ventures Investment Holdings revoked pledge of 1.04 lakh shares on August 2.
Max Financial Services: Promoter Max Ventures Investment Holdings revoked pledge of 1.04 lakh shares on August 2.
Insider Trades
Eris Lifesciences: Promoter Himanshu Shah sold 10,000 shares on August 2.
Shiva Cement: Promoter Anushree Jindal bought 30,000 shares on July 30.
Eris Lifesciences: Promoter Himanshu Shah sold 10,000 shares on August 2.
Shiva Cement: Promoter Anushree Jindal bought 30,000 shares on July 30.
Trading Tweaks
Ex-Date Final Dividend: Maruti Suzuki India, Indian Oil Corporation, NCC, Akzo Nobel India, avanti feeds, Dhunseri Ventures, GMM Pfaudler, Gujarat Pipavav Port, Jubilant Ingrevia, Jubilant Pharmova, Kopran, Strides Pharma Science
Ex-Date Interim Dividend: SRF, Eris Lifesciences, Goodluck India, Granules India, Ramkrishna Forgings, Vaibhav Global
Ex-Date Dividend: Apar Industries,DFM Foods, Hester Biosciences, INEOS Styrolution India, Jayant Agro-Organics
Ex-Date Income Distribution: IndInfravit Trust
Record Date Income Distribution: India Grid Trust, Embassy Office Parks REIT
Record Date Final Dividend: Cummins India
Record Date Dividend: Minda Industries
Price Band Revised From 10% To 5%: Indian Metals & Ferro Alloys
Move Into Short-Term ASM Framework: Vidhi Specialty Food Ingredients
Move Out Of Short-Term ASM Framework: Schaeffler India
Ex-Date Final Dividend: Maruti Suzuki India, Indian Oil Corporation, NCC, Akzo Nobel India, avanti feeds, Dhunseri Ventures, GMM Pfaudler, Gujarat Pipavav Port, Jubilant Ingrevia, Jubilant Pharmova, Kopran, Strides Pharma Science
Ex-Date Interim Dividend: SRF, Eris Lifesciences, Goodluck India, Granules India, Ramkrishna Forgings, Vaibhav Global
Ex-Date Dividend: Apar Industries,DFM Foods, Hester Biosciences, INEOS Styrolution India, Jayant Agro-Organics
Ex-Date Income Distribution: IndInfravit Trust
Record Date Income Distribution: India Grid Trust, Embassy Office Parks REIT
Record Date Final Dividend: Cummins India
Record Date Dividend: Minda Industries
Price Band Revised From 10% To 5%: Indian Metals & Ferro Alloys
Move Into Short-Term ASM Framework: Vidhi Specialty Food Ingredients
Move Out Of Short-Term ASM Framework: Schaeffler India
Who’s Meeting Whom
Indian Energy Exchange: To meet Awriga Capital on August 5.
Indian Energy Exchange: To meet Awriga Capital on August 5.
Money Market Update
The rupee ended at 74.18 against the U.S. Dollar on Wednesday as compared to Tuesday's closing of 74.28.
The rupee ended at 74.18 against the U.S. Dollar on Wednesday as compared to Tuesday's closing of 74.28.
*SGX Nifty +10 pts (16267) from last trade 16257 ,*
Nikkei +81 pts ,
Hangseng -36 pts ,
Now @7.00am .
Dow -323.73 pts ,Nsdq +19.24 pts, S&P
-20.49 pts, Bovespa -1775 pts , Ftse +18 pts , Dax +137 pts , Cac +22 pts , Crude @ $68.31 brl +0.16), Brent @ $70.54 brl (+0.42) , Gold @ 1812.40 (-2.10), Silver @ $25.367 (-0.09), Euro @ $1.1833, JPY @ $109.64, INR @ 74.215
*Today's Corporate Action*
*5th Aug Ex Date*
AKCAPIT
Final Dividend - Rs. - 1.0000
AKZOINDIA
Final Dividend - Rs. - 30.0000
ALFREDHE
Dividend - Rs. - 2.7500
APARINDS
Dividend - Rs. - 9.5000
AVANTI
Final Dividend - Rs. - 6.2500
BOMBCYC
Final Dividend - Rs. - 5.0000
DFM
Dividend - Rs. - 1.0000
DHUNTEAIND
Bonus issue 1:2
DVL
Final Dividend - Rs. - 2.5000
ERIS
Interim Dividend - Rs. - 6.0100
GMM
Final Dividend - Rs. - 2.0000
GOODLUCK
Interim Dividend - Rs. - 1.5000
GPPL
Final Dividend - Rs. - 2.4000
GRANULES
Interim Dividend - Rs. - 0.2500
HESTERBIO
Dividend - Rs. - 10.0000
INDINFR
Income Distribution (InvIT)
INDPRUD
Dividend - Rs. - 25.0000
INEOSSTYRO
Dividend - Rs. - 10.0000
IOC
Final Dividend - Rs. - 1.5000
JAYAGROGN
Dividend - Rs. - 1.0000
JUBLINGREA
Final Dividend - Rs. - 0.3500
JUBLPHARMA
Final Dividend - Rs. - 5.0000
KALYANIFRG
Final Dividend - Rs. - 1.5000
KOPRAN
Final Dividend - Rs. - 1.5000
MARUTI
Final Dividend - Rs. - 45.0000
NCC
Final Dividend - Rs. - 0.8000
RKFORGE
Interim Dividend - Rs. - 0.5000
SHILCTECH
Dividend - Rs. - 1.5000
SHRIDINE
Final Dividend - Rs. - 5.0000
SRF
Interim Dividend - Rs. - 12.0000
STAR
Final Dividend - Rs. - 2.5000
VAIBHAVGBL
Interim Dividend - Rs. - 1.5000
VISHAL
Interim Dividend - Rs. - 0.5000
*Today's Key Results/Board Meetings*
*5-Aug-21*
ABCAPITAL
Quarterly Results
ACCELYA
Final Dividend;Audited Results
ACRYSIL
Quarterly Results;General
ADANIPOWER
Quarterly Results
ADANITRANS
General
ADMANUM
Quarterly Results
ADORWELD
Quarterly Results
ALEXANDER
Quarterly Results;General;A.G.M.;Increase in Authorised Capital;Preferential Issue of shares
ALICON
Quarterly Results
AMARNATH
Quarterly Results;General
AMS
Quarterly Results
AMTEKAUTO
Audited Results
ANDHRAPET
Quarterly Results
ARCHITORG
Quarterly Results
ARISINT
Quarterly Results;General
ARTEMISMED
Quarterly Results;Stock Split
ARVIND
Quarterly Results
AUROLAB
Quarterly Results
BAFNAPHARM
Quarterly Results;General
BAJAJCON
Quarterly Results
BENTCOM
Quarterly Results
BIRLACORPN
Quarterly Results
BRIGADE
Quarterly Results
CAPPL
Quarterly Results;Final Dividend
CERA
Quarterly Results
CINELINE
Quarterly Results;Issue Of Warrants;Preferential Issue of shares
CIPLA
Quarterly Results
DCMNVL
Quarterly Results
DELTA
Quarterly Results;General
DENORA
Quarterly Results
DGL
Audited Results
DNAMEDIA
Quarterly Results
EDELWEISS
Quarterly Results
EIMCOELECO
Quarterly Results
EKI
A.G.M.;Final Dividend
ESCORTS
Quarterly Results;General
EVERESTO
Quarterly Results;A.G.M.
GAIL
Quarterly Results;General
GAYATRIBI
Quarterly Results
GCCLINP
Quarterly Results
GTV
General
GUJARATPOLY
Quarterly Results
GUJGAS
Quarterly Results
HIKAL
Quarterly Results
HINDMILL
Quarterly Results
HONAUT
Quarterly Results
IBULHSGFIN
Quarterly Results
INVPRECQ
Quarterly Results
IPCALAB
Quarterly Results
ISHWATR
Quarterly Results
ITDCEM
Quarterly Results
JCHAC
Quarterly Results
JUBLINDS
Quarterly Results
KIOCL
Quarterly Results
KUNSTOFF
Quarterly Results;General;A.G.M.
LIBORD
Quarterly Results
LIBORDFIN
Quarterly Results
MAANALU
Quarterly Results
MONGIPA
Quarterly Results
MONTECARLO
Quarterly Results
MOONGIPASEC
Quarterly Results
MORGANITE
Quarterly Results;General
MUKTA
Quarterly Results
NACLIND
Quarterly Results
NAVKARCORP
Quarterly Results
NCC
Quarterly Results
NH
Quarterly Results
NIYOGIN
Quarterly Results
OCTAL
Quarterly Results
ORIRAIL
Quarterly Results
OZONEWORLD
Quarterly Results
PANAMAPET
Quarterly Results
Nikkei +81 pts ,
Hangseng -36 pts ,
Now @7.00am .
Dow -323.73 pts ,Nsdq +19.24 pts, S&P
-20.49 pts, Bovespa -1775 pts , Ftse +18 pts , Dax +137 pts , Cac +22 pts , Crude @ $68.31 brl +0.16), Brent @ $70.54 brl (+0.42) , Gold @ 1812.40 (-2.10), Silver @ $25.367 (-0.09), Euro @ $1.1833, JPY @ $109.64, INR @ 74.215
*Today's Corporate Action*
*5th Aug Ex Date*
AKCAPIT
Final Dividend - Rs. - 1.0000
AKZOINDIA
Final Dividend - Rs. - 30.0000
ALFREDHE
Dividend - Rs. - 2.7500
APARINDS
Dividend - Rs. - 9.5000
AVANTI
Final Dividend - Rs. - 6.2500
BOMBCYC
Final Dividend - Rs. - 5.0000
DFM
Dividend - Rs. - 1.0000
DHUNTEAIND
Bonus issue 1:2
DVL
Final Dividend - Rs. - 2.5000
ERIS
Interim Dividend - Rs. - 6.0100
GMM
Final Dividend - Rs. - 2.0000
GOODLUCK
Interim Dividend - Rs. - 1.5000
GPPL
Final Dividend - Rs. - 2.4000
GRANULES
Interim Dividend - Rs. - 0.2500
HESTERBIO
Dividend - Rs. - 10.0000
INDINFR
Income Distribution (InvIT)
INDPRUD
Dividend - Rs. - 25.0000
INEOSSTYRO
Dividend - Rs. - 10.0000
IOC
Final Dividend - Rs. - 1.5000
JAYAGROGN
Dividend - Rs. - 1.0000
JUBLINGREA
Final Dividend - Rs. - 0.3500
JUBLPHARMA
Final Dividend - Rs. - 5.0000
KALYANIFRG
Final Dividend - Rs. - 1.5000
KOPRAN
Final Dividend - Rs. - 1.5000
MARUTI
Final Dividend - Rs. - 45.0000
NCC
Final Dividend - Rs. - 0.8000
RKFORGE
Interim Dividend - Rs. - 0.5000
SHILCTECH
Dividend - Rs. - 1.5000
SHRIDINE
Final Dividend - Rs. - 5.0000
SRF
Interim Dividend - Rs. - 12.0000
STAR
Final Dividend - Rs. - 2.5000
VAIBHAVGBL
Interim Dividend - Rs. - 1.5000
VISHAL
Interim Dividend - Rs. - 0.5000
*Today's Key Results/Board Meetings*
*5-Aug-21*
ABCAPITAL
Quarterly Results
ACCELYA
Final Dividend;Audited Results
ACRYSIL
Quarterly Results;General
ADANIPOWER
Quarterly Results
ADANITRANS
General
ADMANUM
Quarterly Results
ADORWELD
Quarterly Results
ALEXANDER
Quarterly Results;General;A.G.M.;Increase in Authorised Capital;Preferential Issue of shares
ALICON
Quarterly Results
AMARNATH
Quarterly Results;General
AMS
Quarterly Results
AMTEKAUTO
Audited Results
ANDHRAPET
Quarterly Results
ARCHITORG
Quarterly Results
ARISINT
Quarterly Results;General
ARTEMISMED
Quarterly Results;Stock Split
ARVIND
Quarterly Results
AUROLAB
Quarterly Results
BAFNAPHARM
Quarterly Results;General
BAJAJCON
Quarterly Results
BENTCOM
Quarterly Results
BIRLACORPN
Quarterly Results
BRIGADE
Quarterly Results
CAPPL
Quarterly Results;Final Dividend
CERA
Quarterly Results
CINELINE
Quarterly Results;Issue Of Warrants;Preferential Issue of shares
CIPLA
Quarterly Results
DCMNVL
Quarterly Results
DELTA
Quarterly Results;General
DENORA
Quarterly Results
DGL
Audited Results
DNAMEDIA
Quarterly Results
EDELWEISS
Quarterly Results
EIMCOELECO
Quarterly Results
EKI
A.G.M.;Final Dividend
ESCORTS
Quarterly Results;General
EVERESTO
Quarterly Results;A.G.M.
GAIL
Quarterly Results;General
GAYATRIBI
Quarterly Results
GCCLINP
Quarterly Results
GTV
General
GUJARATPOLY
Quarterly Results
GUJGAS
Quarterly Results
HIKAL
Quarterly Results
HINDMILL
Quarterly Results
HONAUT
Quarterly Results
IBULHSGFIN
Quarterly Results
INVPRECQ
Quarterly Results
IPCALAB
Quarterly Results
ISHWATR
Quarterly Results
ITDCEM
Quarterly Results
JCHAC
Quarterly Results
JUBLINDS
Quarterly Results
KIOCL
Quarterly Results
KUNSTOFF
Quarterly Results;General;A.G.M.
LIBORD
Quarterly Results
LIBORDFIN
Quarterly Results
MAANALU
Quarterly Results
MONGIPA
Quarterly Results
MONTECARLO
Quarterly Results
MOONGIPASEC
Quarterly Results
MORGANITE
Quarterly Results;General
MUKTA
Quarterly Results
NACLIND
Quarterly Results
NAVKARCORP
Quarterly Results
NCC
Quarterly Results
NH
Quarterly Results
NIYOGIN
Quarterly Results
OCTAL
Quarterly Results
ORIRAIL
Quarterly Results
OZONEWORLD
Quarterly Results
PANAMAPET
Quarterly Results
PARLEIND
Quarterly Results
PCS
Quarterly Results
PFS
Quarterly Results
PITTIENG
Quarterly Results
PRINCEPIPE
Quarterly Results
QUESS
Quarterly Results
RECLTD
Quarterly Results;General;Dividend
REFEX
Quarterly Results
RELTD
Quarterly Results;A.G.M.
RPPINFRA
General;Rights Issue
SHRIDINE
Quarterly Results;General
SHRJAGP
Quarterly Results;General
SHVSUIT
Quarterly Results;General
SKYLMILAR
Quarterly Results
SMLISUZU
Quarterly Results
SOMANYCERA
Quarterly Results
SRGHFL
Quarterly Results;General
STARHFL
Quarterly Results;General
SURYALA
Quarterly Results;A.G.M.;Final Dividend
SVGLOBAL
Quarterly Results
TANAA
Quarterly Results
TASHIND
Quarterly Results
TATACHEM
Quarterly Results
TCIIND
Quarterly Results
THERMAX
Quarterly Results
TRELCHE-B
Quarterly Results
TTKHEALTH
Quarterly Results
UNJHAFOR
Quarterly Results
USGTECH
Quarterly Results
VIDHIING
Quarterly Results;General;A.G.M.
WINDMACHIN
Quarterly Results;General
YASHO
Quarterly Results
ZSHERAPR
Quarterly Results
ZSPEEDCO
Quarterly Results
*Stock under F&O ban on NSE*
*5-Aug-21*
1CANBK
2IBULHSGFIN
3SUNTV
Quarterly Results
PCS
Quarterly Results
PFS
Quarterly Results
PITTIENG
Quarterly Results
PRINCEPIPE
Quarterly Results
QUESS
Quarterly Results
RECLTD
Quarterly Results;General;Dividend
REFEX
Quarterly Results
RELTD
Quarterly Results;A.G.M.
RPPINFRA
General;Rights Issue
SHRIDINE
Quarterly Results;General
SHRJAGP
Quarterly Results;General
SHVSUIT
Quarterly Results;General
SKYLMILAR
Quarterly Results
SMLISUZU
Quarterly Results
SOMANYCERA
Quarterly Results
SRGHFL
Quarterly Results;General
STARHFL
Quarterly Results;General
SURYALA
Quarterly Results;A.G.M.;Final Dividend
SVGLOBAL
Quarterly Results
TANAA
Quarterly Results
TASHIND
Quarterly Results
TATACHEM
Quarterly Results
TCIIND
Quarterly Results
THERMAX
Quarterly Results
TRELCHE-B
Quarterly Results
TTKHEALTH
Quarterly Results
UNJHAFOR
Quarterly Results
USGTECH
Quarterly Results
VIDHIING
Quarterly Results;General;A.G.M.
WINDMACHIN
Quarterly Results;General
YASHO
Quarterly Results
ZSHERAPR
Quarterly Results
ZSPEEDCO
Quarterly Results
*Stock under F&O ban on NSE*
*5-Aug-21*
1CANBK
2IBULHSGFIN
3SUNTV
*Economic Calendar. Thursday, August 5th 2021.*
🇯🇵 *Japan* : Foreign Investments in Japanese Stocks, Foreign Bonds Buying
🇸🇬 *Singapore* : Retail Sales (YoY) (Jun), Retail Sales (MoM) (Jun)
🇪🇺 *Euro* : German Factory Orders (MoM) (Jun), IHS Markit Construction PMI (Jul), ECB Economic Bulletin, German Car Registration (YoY)
🇬🇧 *Great Britain* : Construction PMI (Jul), BoE Inflation Report, BoE MPC Meeting Minutes, BoE QE Total (Aug), BoE Interest Rate Decision (Aug), BoE MPC vote unchanged (Aug), BoE MPC vote hike (Aug), BoE MPC vote cut (Aug)
🇺🇸 *USA* : Challenger Job Cuts (Jul), Jobless Claims 4-Week Avg., Continuing Jobless Claims, Exports, Imports, Initial Jobless Claims, Trade Balance (Jun), Natural Gas Storage, 4-Week Bill Auction, 8-Week Bill Auction
🇯🇵 *Japan* : Foreign Investments in Japanese Stocks, Foreign Bonds Buying
🇸🇬 *Singapore* : Retail Sales (YoY) (Jun), Retail Sales (MoM) (Jun)
🇪🇺 *Euro* : German Factory Orders (MoM) (Jun), IHS Markit Construction PMI (Jul), ECB Economic Bulletin, German Car Registration (YoY)
🇬🇧 *Great Britain* : Construction PMI (Jul), BoE Inflation Report, BoE MPC Meeting Minutes, BoE QE Total (Aug), BoE Interest Rate Decision (Aug), BoE MPC vote unchanged (Aug), BoE MPC vote hike (Aug), BoE MPC vote cut (Aug)
🇺🇸 *USA* : Challenger Job Cuts (Jul), Jobless Claims 4-Week Avg., Continuing Jobless Claims, Exports, Imports, Initial Jobless Claims, Trade Balance (Jun), Natural Gas Storage, 4-Week Bill Auction, 8-Week Bill Auction
*Derivative calculus @ 8 am, Thursday, August 05th 2021.*
# Nifty August Futures ended Wednesday’s session at a discount of -02 vs premium of +19.
# The 05th August expiry Put-Call Open Interest Ratio was at 1.75 for Nifty whereas it was 0.98 for Bank Nifty.
# The 05th August expiry Put-Call Volume Ratio was at 1.34 for the Nifty and 0.82 for Bank Nifty.
# For Nifty, Maximum Call Open Interest (OI) stands at 16300 Strike Price, followed by 16400 Strike Price for 05th
August Series. Short covering was seen at strike prices 15500-16200.
# Maximum Put Open Interest (OI) was seen at strike price 16000 followed by 15900 strike prices for 05th August
series. Short buildup was seen at strike prices 16100-16300.
# For Bank Nifty, Maximum Call Open Interest (OI) stands at 37000 Strike Price and Maximum Put Open Interest
stands at 35000 Strike Price.
# As per Wednesday’s provisional data available on the NSE, FIIs bought shares worth Rs. 2828.57 crores in the
Indian Equity Market. DIIs on the other hand sold shares worth Rs. 411.36 crores in the Indian Equity market.
# Long Buildup: SBIN, GRANULES, ICICIBANK, SBILIFE.
# Short Buildup: IBULHSGFIN, COFORGE, IGL.
# Short Covering: HAVELLS, PEL, ICICIPRULI, ESCORTS.
# Long Unwinding: TECHM, TVSMOTOR, TITAN, ULTRATECH.
# Stocks banned in F&O segment: CANBK, IBULHSGFIN, SUNTV.
# New in Ban: CANBK, IBULHSGFIN.
# Out of ban: NIL.
# Nifty August Futures ended Wednesday’s session at a discount of -02 vs premium of +19.
# The 05th August expiry Put-Call Open Interest Ratio was at 1.75 for Nifty whereas it was 0.98 for Bank Nifty.
# The 05th August expiry Put-Call Volume Ratio was at 1.34 for the Nifty and 0.82 for Bank Nifty.
# For Nifty, Maximum Call Open Interest (OI) stands at 16300 Strike Price, followed by 16400 Strike Price for 05th
August Series. Short covering was seen at strike prices 15500-16200.
# Maximum Put Open Interest (OI) was seen at strike price 16000 followed by 15900 strike prices for 05th August
series. Short buildup was seen at strike prices 16100-16300.
# For Bank Nifty, Maximum Call Open Interest (OI) stands at 37000 Strike Price and Maximum Put Open Interest
stands at 35000 Strike Price.
# As per Wednesday’s provisional data available on the NSE, FIIs bought shares worth Rs. 2828.57 crores in the
Indian Equity Market. DIIs on the other hand sold shares worth Rs. 411.36 crores in the Indian Equity market.
# Long Buildup: SBIN, GRANULES, ICICIBANK, SBILIFE.
# Short Buildup: IBULHSGFIN, COFORGE, IGL.
# Short Covering: HAVELLS, PEL, ICICIPRULI, ESCORTS.
# Long Unwinding: TECHM, TVSMOTOR, TITAN, ULTRATECH.
# Stocks banned in F&O segment: CANBK, IBULHSGFIN, SUNTV.
# New in Ban: CANBK, IBULHSGFIN.
# Out of ban: NIL.
*Business News Headlines* 🇮🇳
*Economic Times*
Ø KM Birla stepping down as non-exec chairman of Voda Idea
Ø With BP as ally, Reliance Industries wants to dominate the highway retail market
Ø Voda Idea lenders fret over ‘too big to fail’ telco giant
Ø NSE-BSE bulk deals: Sunil Singhania’s Abakkus Asset sells stake in Ugro Capital
Ø Stock markets likely reflecting the future growth prospects: FM
Ø Shrem Group aims to raise Rs 600 cr by diluting stake in InvIT next week
Ø Krsnaa Diagnostic IPO fully subscribed on day 1
Ø Devyani International collects Rs 825 cr from anchor investors
Ø Zomato is the beginning of a very long trend: Vikas Khemani
Ø Yes Bank fraud: Delhi Court sends Avantha Group promoter Gautam Thapar to one-day ED custody
Ø JK Lakshmi Cement to invest in augmenting existing capacities in North, West markets
*Business Standard*
Ø Kesoram scraps preferential allotment, plans rights issue
Ø Banks to discuss next course of action on debt-laden Vodafone Idea
Ø Carlyle affiliate to offload entire 1.9% stake in SBI Life Insurance
Ø India needs 3 pvt players in telecom; hope govt offers support: Airtel CEO
Ø Prices of pulses decline on stock limits; edible oil still rising
Ø Ability to smoke out of home to help cigarette sales in FY22: Report
Ø RBI extends deadline for shifting of current accounts till Oct 31
Ø Resident Indian fund managers can be part of FPIs, says Sebi
Ø ESG integration in business will help create long-term value: EY India
Ø Shrem Group aims to raise Rs 600 cr by diluting stake in InvIT next week
*Financial Express*
Ø Realtors welcome UPRERA extension to realty projects
Ø ED arrests Avantha Group promoter Gautam Thapar in money laundering case
Ø Kumar Mangalam Birla steps down as non-executive chairman of Vodafone Idea
Ø Paytm Money records over Rs 70,000 average investment from 2.1 lakh demat a/c holders in FY21
Ø Cotton sowing picks up after July’s dry spell
Ø Unlisted InvITs: Sebi puts in place framework for minimum number of unit holders
Ø Sebi gives more time to brokers, clearing members to comply with certain rules
Ø Maruti Suzuki cars have least CO2 emissions: CNG, hybrids the way forward says Chairman
Ø RBI issues framework for outsourcing of activities by Payment System Operators
Ø 'Indian firms supplied defence equipment worth ₹2.02 lakh cr since 2018-19'
*Mint*
Ø Zomato incorporates digital transaction subsidiary Zomato Payments
Ø Unilever is said to kick off sale of large part of tea business
Ø Privatization of banks should not need an alibi
Ø India's HPCL to operate expanded Mumbai refinery at full rate by mid-October
Ø Carlyle-PNB Housing Fin deal gets CCI nod
Ø 'IT services industry growth to accelerate in FY22, profit margins to moderate'
Ø India's e-commerce market continues to grow at 5% rate per annum, says govt
Ø ESG integration in business will help create long-term value: EY India
Ø Reliance announces doubling of PET bottles recycling capacity
Ø China takes aim at auto chip dealers with global supplies low
Ø Suzuki to cut vehicle production at the Gujarat factory due to chip shortage
Ø Infra.Market raises $125 million, valuation soars to $2.5 billion
*Economic Times*
Ø KM Birla stepping down as non-exec chairman of Voda Idea
Ø With BP as ally, Reliance Industries wants to dominate the highway retail market
Ø Voda Idea lenders fret over ‘too big to fail’ telco giant
Ø NSE-BSE bulk deals: Sunil Singhania’s Abakkus Asset sells stake in Ugro Capital
Ø Stock markets likely reflecting the future growth prospects: FM
Ø Shrem Group aims to raise Rs 600 cr by diluting stake in InvIT next week
Ø Krsnaa Diagnostic IPO fully subscribed on day 1
Ø Devyani International collects Rs 825 cr from anchor investors
Ø Zomato is the beginning of a very long trend: Vikas Khemani
Ø Yes Bank fraud: Delhi Court sends Avantha Group promoter Gautam Thapar to one-day ED custody
Ø JK Lakshmi Cement to invest in augmenting existing capacities in North, West markets
*Business Standard*
Ø Kesoram scraps preferential allotment, plans rights issue
Ø Banks to discuss next course of action on debt-laden Vodafone Idea
Ø Carlyle affiliate to offload entire 1.9% stake in SBI Life Insurance
Ø India needs 3 pvt players in telecom; hope govt offers support: Airtel CEO
Ø Prices of pulses decline on stock limits; edible oil still rising
Ø Ability to smoke out of home to help cigarette sales in FY22: Report
Ø RBI extends deadline for shifting of current accounts till Oct 31
Ø Resident Indian fund managers can be part of FPIs, says Sebi
Ø ESG integration in business will help create long-term value: EY India
Ø Shrem Group aims to raise Rs 600 cr by diluting stake in InvIT next week
*Financial Express*
Ø Realtors welcome UPRERA extension to realty projects
Ø ED arrests Avantha Group promoter Gautam Thapar in money laundering case
Ø Kumar Mangalam Birla steps down as non-executive chairman of Vodafone Idea
Ø Paytm Money records over Rs 70,000 average investment from 2.1 lakh demat a/c holders in FY21
Ø Cotton sowing picks up after July’s dry spell
Ø Unlisted InvITs: Sebi puts in place framework for minimum number of unit holders
Ø Sebi gives more time to brokers, clearing members to comply with certain rules
Ø Maruti Suzuki cars have least CO2 emissions: CNG, hybrids the way forward says Chairman
Ø RBI issues framework for outsourcing of activities by Payment System Operators
Ø 'Indian firms supplied defence equipment worth ₹2.02 lakh cr since 2018-19'
*Mint*
Ø Zomato incorporates digital transaction subsidiary Zomato Payments
Ø Unilever is said to kick off sale of large part of tea business
Ø Privatization of banks should not need an alibi
Ø India's HPCL to operate expanded Mumbai refinery at full rate by mid-October
Ø Carlyle-PNB Housing Fin deal gets CCI nod
Ø 'IT services industry growth to accelerate in FY22, profit margins to moderate'
Ø India's e-commerce market continues to grow at 5% rate per annum, says govt
Ø ESG integration in business will help create long-term value: EY India
Ø Reliance announces doubling of PET bottles recycling capacity
Ø China takes aim at auto chip dealers with global supplies low
Ø Suzuki to cut vehicle production at the Gujarat factory due to chip shortage
Ø Infra.Market raises $125 million, valuation soars to $2.5 billion