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Everyone Please read last 5 messages
ACUTAAS CHEMICALS: INAUGURATES SEMICONDUCTOR MATERIALS PLANT IN SOUTH KOREA

• Step-down subsidiary Indichem Inc. inaugurated its semiconductor chemicals plant in Gongju, South Korea

• Facility completed in just 11 months after groundbreaking in September 2025

• AAML invested KRW 30 billion (~₹200 Cr) and holds 75% stake in Indichem

• Plant spans 16,513.7 sq metres with production, R&D and warehousing facilities

• Chemicals will be synthesised in India and refined to semiconductor-grade purity in South Korea
GST Council may cut 18% tax on mobile phones as handset demand slows ; REPORTS
Nifty to Open 31.75 points gap up
L&T:

CO SHIFTS STRATEGY TO OWNING NEW-AGE ASSETS, PLANS TO BUILD AND RETAIN SELECT FACILITIES TO GENERATE RECURRING REVENUE FROM PRODUCTS AND SERVICES.
YATHARTH HOSPITALS:

ADVENT INTERNATIONAL AND ASTER DM HEALTHCARE IN TALKS TO ACQUIRE CO, POTENTIALLY RESHAPING INDIA’S HOSPITAL CONSOLIDATION LANDSCAPE.
UBER, ETERNAL AND PORTER EXIT KARNATAKA GIG WORKERS’ WELFARE BOARD AS LEVY DISPUTE DEEPENS, STATE MOVES AGAINST PLATFORMS AVOIDING WELFARE PAYMENTS.
Tejasnetworks up over 9% on ₹1,537 Cr order from TCS
VodafoneIdea to 'execute and deliver' this year, says Chairman Birla
JustDial hits 10% upper circuit as new CEO takes charge
CapriGlobal LargeTrade

1 Cr Shares (1.4% Eq) Worth ₹250 Cr Change Hands Via Block Deal
1
Aye Finance has valuation comfort, but the large trade overhang was a key concern.

Management’s FY27 guidance
• AUM growth: 25–30%
• Credit cost: ~3.75%
• NIMs: ~14.5%

With the overhang now clearing, will the stock rerate?
New Listing

Tempsens Instruments to list at 634.00 ON NSE +111.33 %
RANA GUPTA, MANULIFE INVST MGMT SAYS

Large Cap Earnings Growth Is Lower Than Nifty Junior And Midcap Indices

Nifty Earnings CAGR Unlikely To Exceed 10-12%

HDFC Bank CEO Appointment Remains An Overhang

Avoiding Large Cap IT Stocks

Like Base Metals, Gold & Gold-linked Companies

Like Electronics Mfg Space Selectively, EMS Moving Towards Aerospace, Defence & Semicons
Latest GMP of Open IPos

🏢 Mainboard IPOs

Annu Projects — GMP: ₹7 (7.07%)

Lumino Industries — GMP: ₹56 (68.29%)

ESDS Software Solution — GMP: ₹325 (75.76%)

Priority Jewels — GMP: ₹37 (18.50%)

🏭 SME IPOs

Sumax Engineering — GMP: ₹35 (34.65%)

Kwick Forensic Solutions — GMP: ₹64 (71.11%)

Complete Sports and Management — GMP: ₹0 (0.00%)

Paluck Technologies — GMP: ₹25 (52.08%)
FORTIS HEALTHCARE:

IHH SAYS IN CONCALL TO INCREASE STAKE IN FORTIS TO 51% FROM 31% CURRENTLY
CAS VOLATILITY IN FOCUS; EXPIRY-DAY OPTION RISKS UNDER SPOTLIGHT

The rollout of the Closing Auction Session (CAS) is creating sharp expiry-day swings, raising concerns among traders and market participants.