Godrej Consumer Products — 🟢 BUY
🏦 Emkay Global
🎯 Target: ₹1,250 ⬇️ from ₹1,350
🔄 Action: Target cut; Buy maintained
🏦 Emkay Global
🎯 Target: ₹1,250 ⬇️ from ₹1,350
🔄 Action: Target cut; Buy maintained
Reliance Industries — 🟢 BUY
🏦 Jefferies
🎯 Target: ₹1,710 ⬆️ from ₹1,705
💰 Reference Price: ₹1,294.90
📈 Upside: ~32%
🔄 Action: Target marginally raised; Buy maintained
🏦 Jefferies
🎯 Target: ₹1,710 ⬆️ from ₹1,705
💰 Reference Price: ₹1,294.90
📈 Upside: ~32%
🔄 Action: Target marginally raised; Buy maintained
Aurobindo Pharma — 🟢 BUY
🏦 HSBC: Target ₹1,900
🏦 ICICI Direct: Target ₹1,725
💰 ICICI Direct Reco Price: ₹1,650
📈 Upside: ~4% to ~13%
🏦 HSBC: Target ₹1,900
🏦 ICICI Direct: Target ₹1,725
💰 ICICI Direct Reco Price: ₹1,650
📈 Upside: ~4% to ~13%
InterGlobe Aviation (IndiGo) — 🟢 BUY
🏦 ICICI Securities: ₹6,020
🏦 Motilal Oswal: ₹6,580
💰 ICICI Reco Price: ₹5,070.50
📈 Upside: ~19%–30%
🏦 ICICI Securities: ₹6,020
🏦 Motilal Oswal: ₹6,580
💰 ICICI Reco Price: ₹5,070.50
📈 Upside: ~19%–30%
MPHASIS: SIGNS STRATEGIC AI PARTNERSHIP WITH TECHNOPRO HOLDINGS
• Mphasis partners with Japan-based TechnoPro Holdings to accelerate AI-led enterprise transformation.
• TechnoPro will introduce Mphasis Modernize™ and Mphasis Optimize™ offerings to Japanese enterprises, powered by Tria™ AI platform.
• Focus areas include legacy system modernization, AI-led process optimization and enterprise decision-making.
• Companies will collaborate on AI-agent-based engineering and autonomous software development using NeoIP™ and Tria™.
• Mphasis will also offer cybersecurity, compliance and security solutions to TechnoPro clients.
• Initial focus sectors: Financial services and manufacturing.
• Partnership strengthens Mphasis’ opportunity to expand AI and enterprise services in Japan.
• Mphasis partners with Japan-based TechnoPro Holdings to accelerate AI-led enterprise transformation.
• TechnoPro will introduce Mphasis Modernize™ and Mphasis Optimize™ offerings to Japanese enterprises, powered by Tria™ AI platform.
• Focus areas include legacy system modernization, AI-led process optimization and enterprise decision-making.
• Companies will collaborate on AI-agent-based engineering and autonomous software development using NeoIP™ and Tria™.
• Mphasis will also offer cybersecurity, compliance and security solutions to TechnoPro clients.
• Initial focus sectors: Financial services and manufacturing.
• Partnership strengthens Mphasis’ opportunity to expand AI and enterprise services in Japan.
HDFC SECURITIES ON HAPPIEST MINDS TECHNOLOGIES
Downgrades to ADD with target price of Rs 400
Downgrade reflects the deal price implying no takeover premium
15 month integration timeline adds uncertainty
No clarity yet on retention of existing management team
ITC Infotech to acquire Happiest Minds in a two step deal
Step one sees ITCI pay Rs 13.30 bn cash for 22.1%
Merger swap values Happiest Minds at Rs 61.67 bn and ITCI at Rs 119.20 bn
Combined entity targets $1 bn revenue by FY28
Deal targets 10% revenue synergy and 100 bps margin expansion
Downgrades to ADD with target price of Rs 400
Downgrade reflects the deal price implying no takeover premium
15 month integration timeline adds uncertainty
No clarity yet on retention of existing management team
ITC Infotech to acquire Happiest Minds in a two step deal
Step one sees ITCI pay Rs 13.30 bn cash for 22.1%
Merger swap values Happiest Minds at Rs 61.67 bn and ITCI at Rs 119.20 bn
Combined entity targets $1 bn revenue by FY28
Deal targets 10% revenue synergy and 100 bps margin expansion
🎯Definition of Time frame
➡️Positional View are for 3 months to 6 months
➡️ Mid Term View are for 1 months to 3 months
➡️ Delivery View are for 12 months or more
➡️Intraday is for same day
➡️BTST or STBT is for T+1 day
➡️SHORT TERM View are for 3 days to 1 month
➡️HERO or ZERO View are till weekly expiry.
➡️BUY View are always CASH Levels
➡️SELL View are always FUT Levels
ALL SL are on closing basis except Intraday View.
Views will be shared from all Market Caps. Market Caps which we track are as follows:-
Mid Caps (Moderate Risky)
Small Caps (High Risky)
Large Caps (Less Risky)
Micro Caps (Highest Risky) (Major Multi bagger come from here)
➡️Positional View are for 3 months to 6 months
➡️ Mid Term View are for 1 months to 3 months
➡️ Delivery View are for 12 months or more
➡️Intraday is for same day
➡️BTST or STBT is for T+1 day
➡️SHORT TERM View are for 3 days to 1 month
➡️HERO or ZERO View are till weekly expiry.
➡️BUY View are always CASH Levels
➡️SELL View are always FUT Levels
ALL SL are on closing basis except Intraday View.
Views will be shared from all Market Caps. Market Caps which we track are as follows:-
Mid Caps (Moderate Risky)
Small Caps (High Risky)
Large Caps (Less Risky)
Micro Caps (Highest Risky) (Major Multi bagger come from here)
🎯SEBI Mandatory Guidelines
Channel Disclaimer/Disclosure
➡️No Advice
➡️No Recommendation
➡️No PMS Advisory
➡️This Channel Do Not Provide Any Recommendations/advice
➡️All Updates/Posts/Discussions Are only For Education And Learning Purpose.
➡️Do Consult Your Financial Advisor Before Taking Trading or investing Decisions
➡️Group Admin or Members not Responsible for Any Of Your Financial Losses.
⛔Disclaimer/Disclosure/Terms and conditions Applicable To All Members of This channel.
🔖We Are Not SEBI Ragistered.
✅All rights are reserved
Channel Disclaimer/Disclosure
➡️No Advice
➡️No Recommendation
➡️No PMS Advisory
➡️This Channel Do Not Provide Any Recommendations/advice
➡️All Updates/Posts/Discussions Are only For Education And Learning Purpose.
➡️Do Consult Your Financial Advisor Before Taking Trading or investing Decisions
➡️Group Admin or Members not Responsible for Any Of Your Financial Losses.
⛔Disclaimer/Disclosure/Terms and conditions Applicable To All Members of This channel.
🔖We Are Not SEBI Ragistered.
✅All rights are reserved
❤1
🎯KIND ATTENTION OF ALL MEMBERS
⛔Disclaimer From Admins As Per SEBI Norms:
📍Equity Investment Are Subject To 100% Market Risks. Refer Your Financial Consultant Advice Before Investing.
📍This group is only For Educational and Learning, Knowledge Purposes.
Admins Have No Responsibility For Your intended Decision & Financial losses.
📍Keep Calculated & Always Analyzed Your Cash position And Risk Bearing Capacity Before Following Msg Of Our Group Postings.
📍Stock Market Investments Are VERY RISKY And Being Part Of This Group, You Agree That You Understand The Market Risks involved.
📍Profits And Losses Are Part Of Share Market.Kindly Understand And Act Wisely.
📍All Members Please Follow Guidelines As Applicable Even in Past Too.
⛔ Disclaimer / Disclosure
➡️ This Group Does Not Provide Any Tips / Recommendations /Advice
➡️ All Updates / Analysis /Posts / Discussions Are Only For Education and learning Purpose.
➡️ Do Consult Your Financial Advisor Before Taking Trades or Investment Decisions
➡️ Group Admins or Members Are Not Responsible For Any Financial Losses
➡️ Disclaimer/disclosure/terms and conditions applicable to all members of this channel.
⛔ We are not SEBI registered.
🎯 All The Posts Are For Education And Learning Purpose Only.
⛔Disclaimer From Admins As Per SEBI Norms:
📍Equity Investment Are Subject To 100% Market Risks. Refer Your Financial Consultant Advice Before Investing.
📍This group is only For Educational and Learning, Knowledge Purposes.
Admins Have No Responsibility For Your intended Decision & Financial losses.
📍Keep Calculated & Always Analyzed Your Cash position And Risk Bearing Capacity Before Following Msg Of Our Group Postings.
📍Stock Market Investments Are VERY RISKY And Being Part Of This Group, You Agree That You Understand The Market Risks involved.
📍Profits And Losses Are Part Of Share Market.Kindly Understand And Act Wisely.
📍All Members Please Follow Guidelines As Applicable Even in Past Too.
⛔ Disclaimer / Disclosure
➡️ This Group Does Not Provide Any Tips / Recommendations /Advice
➡️ All Updates / Analysis /Posts / Discussions Are Only For Education and learning Purpose.
➡️ Do Consult Your Financial Advisor Before Taking Trades or Investment Decisions
➡️ Group Admins or Members Are Not Responsible For Any Financial Losses
➡️ Disclaimer/disclosure/terms and conditions applicable to all members of this channel.
⛔ We are not SEBI registered.
🎯 All The Posts Are For Education And Learning Purpose Only.
Dear Members,
I am posting some important message. Please read carefully if you are new to this group.
# 1st clasify yourself. You are trader, investor or swing player.
# After that asses your risk profile. In risk profiling if ur very risk averse investor or trade enter stocks accordingly.
# After this next step is entering and exiting.
This is most important step which people don't understand. Patience is very important in stock markets. For me 2% intraday gains is excellent but for other 10% is also not much. So entry and exit is what one should learn and execute. Exit can never be taught because everyone has different profit appetite. Exit at your comfort.
# And last position sizing.
How much u should invest per call. I would prefer minimum 10 - 15 calls should be entered. Don't put all your capital in one stock. Be diversified.
Smallcaps and Microcaps are for risky players. Even f&o is for the same risk taking capacity people. Enter after due diligence.
Most Important point
Follow SL in all trades, wether investment or trading.
One more request.
Please maintain your trade journal and excel sheet, so you can track everything easily and learn from it. Be independent. Don't ever expect spoon feeding.
Keep Calm and don't jump to any trade without proper risk management
Don't expect Spoon Feeding
Message for New Members 👆
I am posting some important message. Please read carefully if you are new to this group.
# 1st clasify yourself. You are trader, investor or swing player.
# After that asses your risk profile. In risk profiling if ur very risk averse investor or trade enter stocks accordingly.
# After this next step is entering and exiting.
This is most important step which people don't understand. Patience is very important in stock markets. For me 2% intraday gains is excellent but for other 10% is also not much. So entry and exit is what one should learn and execute. Exit can never be taught because everyone has different profit appetite. Exit at your comfort.
# And last position sizing.
How much u should invest per call. I would prefer minimum 10 - 15 calls should be entered. Don't put all your capital in one stock. Be diversified.
Smallcaps and Microcaps are for risky players. Even f&o is for the same risk taking capacity people. Enter after due diligence.
Most Important point
Follow SL in all trades, wether investment or trading.
One more request.
Please maintain your trade journal and excel sheet, so you can track everything easily and learn from it. Be independent. Don't ever expect spoon feeding.
Keep Calm and don't jump to any trade without proper risk management
Don't expect Spoon Feeding
Message for New Members 👆
FAQ (Frequently Asked Questions by new members)
1.Can I enter at the current price? :- one can add stock till given stop loss or within the mentioned levels with proper risk & money management. The maximum allocation for single stocks should be around 3 - 5% of the portfolio size. Divide your capital in minimum 15 - 20 stocks.
2.Stock is trading below stop loss, Hold or exit? :- Stop loss is always on a closing basis for positional calls. If stock is trading below the stop loss mentioned at 3.25pm, then Take SL & if not then hold. For intraday trades, if SL is hit then exit at cost.
3. Can I book Profit at current levels or more upside is left:- Exit when u feel it's decent profit as per your risk profile and risk management. Exit can never be taught as all individual has different profit mindset.
4. New views which are shared will always be pinned 📌 so members don't miss it.
Please note :- Old members are allowed to post this message in case any new members asked the above-mentioned questions
1.Can I enter at the current price? :- one can add stock till given stop loss or within the mentioned levels with proper risk & money management. The maximum allocation for single stocks should be around 3 - 5% of the portfolio size. Divide your capital in minimum 15 - 20 stocks.
2.Stock is trading below stop loss, Hold or exit? :- Stop loss is always on a closing basis for positional calls. If stock is trading below the stop loss mentioned at 3.25pm, then Take SL & if not then hold. For intraday trades, if SL is hit then exit at cost.
3. Can I book Profit at current levels or more upside is left:- Exit when u feel it's decent profit as per your risk profile and risk management. Exit can never be taught as all individual has different profit mindset.
4. New views which are shared will always be pinned 📌 so members don't miss it.
Please note :- Old members are allowed to post this message in case any new members asked the above-mentioned questions
CEMENT MAKERS EYE PRICE HIKE IN ANDHRA PRADESH AND TELANGANA
Companies plan hike of ₹30-40 per 50 kg bag in wholesale
Companies looking at 10% increase in cement prices in wholesale
A category cement expected to see rise from Rs 285 to Rs 315 per 50kg
B category cement expected to see rise from Rs 250 to Rs 275 per 50 kg
Proposed increase from Sept. 5
Dealers say hike aimed ahead of festive demand
Proposed hike follows ₹10/bag increases in TN, Kerala & Karnataka
Companies plan hike of ₹30-40 per 50 kg bag in wholesale
Companies looking at 10% increase in cement prices in wholesale
A category cement expected to see rise from Rs 285 to Rs 315 per 50kg
B category cement expected to see rise from Rs 250 to Rs 275 per 50 kg
Proposed increase from Sept. 5
Dealers say hike aimed ahead of festive demand
Proposed hike follows ₹10/bag increases in TN, Kerala & Karnataka
BLOCK DEAL ALERT: PINE LABS
Block trade launched in Pine Labs Limited of up to INR 5,603 mn / ~US$59mn at a floor price of INR 153.50 per share.
Key terms:
• Company: Pine Labs Limited
• Total offer: Up to c.36.5 mn shares / c.3.2% of existing equity
• Offer size: Up to INR 5,603 mn / ~US$59mn
• Sellers: Alpha Wave Ventures II, LP and Alpha Wave India I LP - both intending to clean out
• Pricing: Floor price of ₹153.5 per share, implying a ~4.0% discount to the NSE last close of ₹159.89 on 1 September 2026
Block trade launched in Pine Labs Limited of up to INR 5,603 mn / ~US$59mn at a floor price of INR 153.50 per share.
Key terms:
• Company: Pine Labs Limited
• Total offer: Up to c.36.5 mn shares / c.3.2% of existing equity
• Offer size: Up to INR 5,603 mn / ~US$59mn
• Sellers: Alpha Wave Ventures II, LP and Alpha Wave India I LP - both intending to clean out
• Pricing: Floor price of ₹153.5 per share, implying a ~4.0% discount to the NSE last close of ₹159.89 on 1 September 2026
AsterDM LargeTrade
46 lk shares worth ₹350.3 cr change hands in block deal window
46 lk shares worth ₹350.3 cr change hands in block deal window
BEML: SECURES ₹180.60 CR ORDER FROM INTEGRAL COACH FACTORY
• Secured additional ₹180.60 Cr order for manufacturing & supply of Vande Bharat (Sleeper) trainsets from Integral Coach Factory.
• Order received in normal course of business.
• Secured additional ₹180.60 Cr order for manufacturing & supply of Vande Bharat (Sleeper) trainsets from Integral Coach Factory.
• Order received in normal course of business.