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POLYCAB, FINOLEX

Price hikes were announced to dealers in August end-but were delayed due to large competitors' announcement - NDTV PROFIT

Price hikes undertaken due to rising copper prices and elevated input costs
KEI IND

No price action taken by KEI Industries yet - NDTV PROFIT
SEBI

SEBI to propose changes to CAS system in a week's time

Changes specifically to calculation of settlement prices of derivative contracts

SEBI to review settlement price methodology for derivatives contract
OSWAL PUMPS:

CO DEPLOYS IPO PROCEEDS TO EXPAND SOLAR MODULE CAPACITY TO 1,570 MW; EXPANDS INTO INDUSTRIAL PUMPS AND ROOFTOP SOLAR
SAUDI ARABIA SETS OCTOBER ARAB LIGHT CRUDE OIL OSP TO UNITED STATES AT PLUS $4.60/BBL VS ASCI- PRICING DOCUMENT SEEN BY RTRS
ACME SOLAR HOLDINGS:

CO ACCELERATES BESS AND FIRM RENEWABLE DEPLOYMENT, TARGETS 10 GW OPERATIONAL CAPACITY AND 25 GWH STORAGE BY 2030
PIYUSH GOYAL WARNS AUTO MAKERS TO INCREASE LOCALISATION IN INDIA OR FACE CONSEQUENCES
EXATO TECHNOLOGIES:

CO TARGETS $250 MILLION GLOBAL ENTERPRISE, AIMS TO SCALE FEARLESSLY AND BUILD HIGH-GROWTH SUSTAINABLE BUSINESS
SAIL: INDIA RATINGS UPGRADES RATING TO β€˜IND AA+/STABLE’ πŸ“ˆ

β€’ Long-term credit rating upgraded to IND AA+/Stable from IND AA.

β€’ β‚Ή22,000 Cr bank facilities upgraded/affirmed at IND AA+/Stable / IND A1+.

β€’ Upgrade driven by better operating performance, higher volumes, improved capacity utilisation, cost reduction & lower debt.

Impact: Positive – Stronger operating & financial profile.
US MORTGAGE RATES REACH 6.71%, THE HIGHEST LEVEL SINCE JULY 2025.
Where's The Alpha?

Brokerages, Exchange Stocks- SEBI to review settlement price methodology for derivative contracts after CAS rollout.

Ceigall, Railtel, Diamond Power-Order win

Alembic, Enviro Infra Engineers, Silver Touch Tech-Promoter buying

Indian Energy Exchange-Strong August operational data

Ramco Systems-MoU with Safran Helicopter Engines

Cemindia Projects -ICRA upgrades long-term ratings

SAIL - India Ratings upgrades issuer rating
Relief For Capital Market Play Stocks?

SEBI to propose changes to CAS system in a week's time

Changes specifically to calculation of settlement prices of derivative contracts

SEBI to review settlement price methodology for derivatives contract

Settlement price determination has emerged as a key concern: SEBI

Regulator held consultations with exchanges, brokers and institutional investors

SEBI says stakeholder inputs were considered while finalising CAS framework

Feedback received from brokers, traders, exchanges, FPIs and other stakeholders

What's The Impact?
Sentimentally Positive
BSE-Exchanges
Angel One, Groww, MOSL, 5-Paisa Capital, Nuvama-Brokers
Positive volumes may-be expected to increase volumes and participations

Decoding The CAS Impact-Of August
Aug F&O premium ADTV fell 26.5% for BSE, 15.2% for Groww, while Angel’s daily orders fell 12.2% MoM.
Alert-ADTV is Average Daily Turnover

What Lies Ahead-Capital Market Theme?
More clarity on CAS
More participation expected from eco-system
Non-F&O products also remain key focus of brokers
Expect volumes to remain muted unless a big surprise comes
What You Should-Know-Part A-On CAS Opening Session

NSE to align pre-open auction with closing auction session

Revised pre-open framework to take effect from September 7

Pre-open remains 9:00–9:15 am, but order process changes

Market and limit orders allowed only in first five minutes

Order entry period for all order (limit and market)  from 9:00 to 9:05 am

Only limit orders allowed from 9:05–9:10 am

Order matching and opening price determination shift to 9:10–9:12 am

Transition of orders from pre-open to continous trading session from 9:12 to 9:15am

Market-market orders get first priority in pre-open matching
OPENING CUES-POSITIVE OPENING

Dovish Comments From Fed's Governor Waller

Global Yields, Dollar Continue To Cool-Off

Gold Holds Advance-Near $4500/Oz

Oil Set For Sharp Weekly Rise

US Futures Steady Ahead of August Jobs Report

Bitcoin Above $82k-At 4-Month High

Yen Strengthens For 2nd Day

Asian Markets Open In Green

SEBI-To Review CAS Settlement Price

Strong Technical Strength In Rupee
FII Shorts At 89% vs 90%

FII Turn Sellers In Cash Market After 2 Sessions
STOCKS WATCHLIST

POSITIVE

Adani Ports-To add 6 Mn TEUs of capacity over next 5 years

BSE, Angel One, Groww-SEBI-CAS settlement price review

Finolex Cables, Polycab-Price hikes undertaken

UltraTech Cement-Launches cable and wire business with Rs 1800cr investment

HAL-GE Aerospace ships three F404-IN20 engines

Bharat Forge-Agreement with Thales for rocket systems

Ceigall India-LoI worth approximately Rs. 5,300cr from REC

Cipla - Partnership with Qilu Pharmaceutica for bio-similar drug

Indian Energy Exchange-Strong August operational data

Sterlite Tech-3,000 crore capex for 50% capacity expansion by FY29.

Avalon Technologies-Manufacturing JV with Germany's Zollner Elektronik

Gland Pharma-Promoter selling (block-deal)
Manipal Payment and Identity Solutions IPO Files DRHP β€” Check Fresh Issue, OFS Details, Key Risks And More

πŸ“ Manipal Technologies, which holds a 62.10% stake in the company before the offer, will be the selling shareholder under the OFS component.

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🏷️ Sector : πŸ§ͺ Pharma & Healthcare
πŸ“ˆ Impact : βšͺ Informational (25/100)
πŸ’Ή Sentiment : 🟒 Positive
πŸ“… Published : 03 Sep 2026 | 22:10 IST

πŸ“° NDTV Profit
πŸ”— Read Full Article

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πŸ“ˆ Ancient Stock Pro
❀1
GMDC Dividend: Record Date Announced β€” Details Inside

πŸ“ GMDC shares have gained 22.93% over the past year, rising from Rs 459.70 to Rs 565.10 as of September 3, 2026.

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🏷️ Sector : πŸ“Š General Market
πŸ“ˆ Impact : βšͺ Informational (22/100)
πŸ’Ή Sentiment : 🟒 Positive
πŸ“… Published : 03 Sep 2026 | 21:47 IST

πŸ“° NDTV Profit
πŸ”— Read Full Article

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πŸ“ˆ Ancient Stock Pro
Rentomojo files RHP for IPO; fresh issue worth up to Rs 150 crore, OFS of 2.74 crore shares

πŸ“ Rentomojo IPO: Rentomojo had cut the size of the offer for sale (OFS) component to up to 2.7 crore shares, down from 2.84 crore shares proposed in its DRHP. The total issue size, however, will be determined based on the final offer price.

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🏷️ Sector : 🎯 IPO & Primary Market
πŸ“ˆ Impact : βšͺ Informational (25/100)
πŸ’Ή Sentiment : βšͺ Neutral
πŸ“… Published : 03 Sep 2026 | 23:41 IST

πŸ“° ET NOW Markets
πŸ”— Read Full Article

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πŸ“ˆ Ancient Stock Pro
Sensex, Nifty trim morning gains by midday; Banking holds firm as IT, Pharma, Consumer stocks weigh

πŸ“ Axis Bank rises 1.55% to β‚Ή1,273.30, ICICI Bank gains 1.04% to β‚Ή1,441.30, SBI advances 0.84% to β‚Ή1,029.50, and HDFC Bank adds 0.84% to β‚Ή706.70

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🏷️ Sector : 🏦 Banking
πŸ“ˆ Impact : πŸ”΅ Low (30/100)
πŸ’Ή Sentiment : 🟒 Positive
πŸ“… Published : 03 Sep 2026 | 13:12 IST

πŸ“° BusinessLine
πŸ”— Read Full Article

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πŸ“ˆ Ancient Stock Pro
Sensex, Nifty open higher on institutional support, global tailwinds; IT stocks drag

πŸ“ FIIs purchase β‚Ή6,688 crore worth of Indian equities on Wednesday despite decline, while DIIs add β‚Ή2,813 crore, a combined inflow of nearly β‚Ή9,501 crore

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🏷️ Sector : πŸ“Š General Market
πŸ“ˆ Impact : 🟑 Medium (66/100)
πŸ’Ή Sentiment : βšͺ Neutral
πŸ“… Published : 03 Sep 2026 | 09:44 IST

πŸ“° BusinessLine
πŸ”— Read Full Article

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πŸ“ˆ Ancient Stock Pro