@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Divi's Laboratories Ltd. ๐ข (Positive Outlook)
๐๐ฟ Q3FY26 likely weak, but GLP-1 opportunity keeps Morgan Stanley overweight on Divi's Laboratories.
Brokerages Views on Various Sectors & Stocks | Divi's Laboratories Ltd. ๐ข (Positive Outlook)
๐๐ฟ Q3FY26 likely weak, but GLP-1 opportunity keeps Morgan Stanley overweight on Divi's Laboratories.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Power Segment Ltd. ๐ข (Positive Outlook)
๐๐ฟ Jefferies on Power Segment | JSW Energy & NTPC remain our top picks.
Brokerages Views on Various Sectors & Stocks | Power Segment Ltd. ๐ข (Positive Outlook)
๐๐ฟ Jefferies on Power Segment | JSW Energy & NTPC remain our top picks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IKS Ltd. ๐ข (Positive Outlook)
๐๐ฟ Avendus Spark initiates 'Buy' on IKS with Price Target of โน 2,020.
Brokerages Views on Various Sectors & Stocks | IKS Ltd. ๐ข (Positive Outlook)
๐๐ฟ Avendus Spark initiates 'Buy' on IKS with Price Target of โน 2,020.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Dixon Tech Ltd. ๐ข (Positive Outlook)
๐๐ฟ Morgan Stanley maintains 'Underweight' on Dixon Tech with Price Target of โน 11,563.
Brokerages Views on Various Sectors & Stocks | Dixon Tech Ltd. ๐ข (Positive Outlook)
๐๐ฟ Morgan Stanley maintains 'Underweight' on Dixon Tech with Price Target of โน 11,563.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Tata Motors CV Ltd. ๐ข (Positive Outlook)
๐๐ฟ Nomura initiates 'Buy' on Tata Motors CV with Price Target of โน 481.
Brokerages Views on Various Sectors & Stocks | Tata Motors CV Ltd. ๐ข (Positive Outlook)
๐๐ฟ Nomura initiates 'Buy' on Tata Motors CV with Price Target of โน 481.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ashok Leyland Ltd. ๐ข (Positive Outlook)
๐๐ฟ Nomura maintains 'Buy' on Ashok Leyland with Price Target of โน 196.
Brokerages Views on Various Sectors & Stocks | Ashok Leyland Ltd. ๐ข (Positive Outlook)
๐๐ฟ Nomura maintains 'Buy' on Ashok Leyland with Price Target of โน 196.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Shriram Finance Ltd. ๐ข (Positive Outlook)
๐๐ฟ Kotak Institutional Equities's call on Shriram Finance | Target price raised to โน 990 per/share from โน 840 per/share. Finally announced the deal with MUFG. Improvement in debt mkt comfort could potentially increase financial flexibility & biz prospects.
๐๐ฟ Jefferies' buy call on Shriram Finance | Target price raised to โน 1,080 per/share, can improve prospects of a Credit Rating upgrade to AAA. Credit rating could boost Companyโs competitiveness in new CV's/MSME segments & aid growth.
๐๐ฟ Morgan Stanley maintains 'Overweight' on Shriram Finance with Price Target of โน 925.
Brokerages Views on Various Sectors & Stocks | Shriram Finance Ltd. ๐ข (Positive Outlook)
๐๐ฟ Kotak Institutional Equities's call on Shriram Finance | Target price raised to โน 990 per/share from โน 840 per/share. Finally announced the deal with MUFG. Improvement in debt mkt comfort could potentially increase financial flexibility & biz prospects.
๐๐ฟ Jefferies' buy call on Shriram Finance | Target price raised to โน 1,080 per/share, can improve prospects of a Credit Rating upgrade to AAA. Credit rating could boost Companyโs competitiveness in new CV's/MSME segments & aid growth.
๐๐ฟ Morgan Stanley maintains 'Overweight' on Shriram Finance with Price Target of โน 925.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Nuvama on Welspun Corp | Initiating with โBUYโ rating with TP of โน 1,028
๐๐ฟ Top line/EBITDA is slated to compound at 21%/22% over FY25โ28E
1๏ธโฃ Company set to reap benefits of its โน 5,500 Cr in capex outlined till FY27E
2๏ธโฃ Will report improved margins (12%-plus) & returns ratio (300bp to 22%) by FY28E
3๏ธโฃ Turnaround in Welspun Specialty & Sintex to aid profitability
4๏ธโฃ Total order book of โน 23,500 Cr at end-Q2FY26E-Highest in over a decade
๐๐ฟ Offers visibility in key geographies such as the US, KSA & India.
Nuvama on Welspun Corp | Initiating with โBUYโ rating with TP of โน 1,028
๐๐ฟ Top line/EBITDA is slated to compound at 21%/22% over FY25โ28E
1๏ธโฃ Company set to reap benefits of its โน 5,500 Cr in capex outlined till FY27E
2๏ธโฃ Will report improved margins (12%-plus) & returns ratio (300bp to 22%) by FY28E
3๏ธโฃ Turnaround in Welspun Specialty & Sintex to aid profitability
4๏ธโฃ Total order book of โน 23,500 Cr at end-Q2FY26E-Highest in over a decade
๐๐ฟ Offers visibility in key geographies such as the US, KSA & India.
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Join Here & feel the difference.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Varun Beverages Ltd.
๐๐ฟ Varun Beverages' acquisition of South Africa's Twizza is a strategic move to significantly expand its market presence & manufacturing capabilities across Southern Africa.
๐๐ฟ Acquisition Target | 100% share capital of Twizza Proprietary Limited, a South African Company that manufactures and distributes its own-branded non-alcoholic beverages.
๐๐ฟ Acquirer | The Beverages Company Proprietary Limited (Bevco), Varun Beverages' subsidiary in South Africa.
๐๐ฟ Enterprise Value | ZAR 2,095 million (approximately โน 1,118.7 Crore), payable in cash.
๐๐ฟ Approvals Needed | The deal is subject to regulatory approvals from the Competition Commissions of South Africa, Botswana & Eswatini.
๐๐ฟ Expected Completion | On or before June 30, 2026.
Stock in Focus & News | Varun Beverages Ltd.
๐๐ฟ Varun Beverages' acquisition of South Africa's Twizza is a strategic move to significantly expand its market presence & manufacturing capabilities across Southern Africa.
๐๐ฟ Acquisition Target | 100% share capital of Twizza Proprietary Limited, a South African Company that manufactures and distributes its own-branded non-alcoholic beverages.
๐๐ฟ Acquirer | The Beverages Company Proprietary Limited (Bevco), Varun Beverages' subsidiary in South Africa.
๐๐ฟ Enterprise Value | ZAR 2,095 million (approximately โน 1,118.7 Crore), payable in cash.
๐๐ฟ Approvals Needed | The deal is subject to regulatory approvals from the Competition Commissions of South Africa, Botswana & Eswatini.
๐๐ฟ Expected Completion | On or before June 30, 2026.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Waaree Energies | Firm's arm executed pact to buy 53.7 lakh shares in United Solar Holding for $30 million. Its arm also incorporated a wholly owned subsidiary Hydro Bloom Energy. Clarified that it had signed a pact on Oct 23 for a 300 MW module supply order from Sembcorp Green in the normal course of business. Company stated that the transaction is not material for disclosure, the recent media report does not imply any new development & there are no regulatory or legal proceedings related to the contract.
2. DCM Shriram | Company voluntarily liquidated step-down arm Bioseed Research on Dec 15.
3. Kross | Company launched a new product Tipping jacks in the Trailer Segment. Company aims to reach a production capacity of 800 Tipping Jacks per month during fiscal 2027.
Stocks to Focus in Opening Today
1. Waaree Energies | Firm's arm executed pact to buy 53.7 lakh shares in United Solar Holding for $30 million. Its arm also incorporated a wholly owned subsidiary Hydro Bloom Energy. Clarified that it had signed a pact on Oct 23 for a 300 MW module supply order from Sembcorp Green in the normal course of business. Company stated that the transaction is not material for disclosure, the recent media report does not imply any new development & there are no regulatory or legal proceedings related to the contract.
2. DCM Shriram | Company voluntarily liquidated step-down arm Bioseed Research on Dec 15.
3. Kross | Company launched a new product Tipping jacks in the Trailer Segment. Company aims to reach a production capacity of 800 Tipping Jacks per month during fiscal 2027.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Tata Chemicals | Its arm executed a pact to buy 100% stake in Singapore-Based Novabay for an enterprise value of S$37.8 Mn (25 Mn Euros).
2. Sandur Manganese | Promoter Lohagiri Industries bought 14.91% stake in the company. Post acquisition, the promoterโs shareholding in the company increased to 18.19%.
3. Sudarshan Chemical | Company launched Red Pigment Sudafast red for printing ink applications.
4. Craftsman Automation | Arm DR Axion to acquire Suprash developers & Srikara tech for โน 145.8 crore.
5. Great Eastern Shipping | Signed a contract to buy 84,048 CBM. The South Korean vessel is expected to join the fleet in the fourth quarter of fiscal 2026.
6. Flair Writing | Approved issuance of corporate guarantee to step-down subsidiaries.
Stocks to Focus in Opening Today
1. Tata Chemicals | Its arm executed a pact to buy 100% stake in Singapore-Based Novabay for an enterprise value of S$37.8 Mn (25 Mn Euros).
2. Sandur Manganese | Promoter Lohagiri Industries bought 14.91% stake in the company. Post acquisition, the promoterโs shareholding in the company increased to 18.19%.
3. Sudarshan Chemical | Company launched Red Pigment Sudafast red for printing ink applications.
4. Craftsman Automation | Arm DR Axion to acquire Suprash developers & Srikara tech for โน 145.8 crore.
5. Great Eastern Shipping | Signed a contract to buy 84,048 CBM. The South Korean vessel is expected to join the fleet in the fourth quarter of fiscal 2026.
6. Flair Writing | Approved issuance of corporate guarantee to step-down subsidiaries.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. ZF Commercial | Received GST demand order of nearly Rs 80 crore including interest from Ranchi Tax Body.
2. Soma Textiles: Received โน 281 crore order from roadway solutions India for construction work.
3. Krishna Institute of Medical Sciences | Company acquired 6.94% stake in Sarvejana Healthcare for โน 148 Crore. Total shareholding of the company in Sarvejana Healthcare rose to 75.53%.
4. Tata Steel | Acquired 149 Crore shares of arm T Steel Holdings for โน 1,355 Crore.
5. Balkrishna Industries | Company approved the reappointment of Arvind Poddar as Chairman & MD for five years effective Aug. 1, 2026. Company completed one line Of carbon black production facilities.
6. CESC | Arm issued a binding letter of intent to Klasscorp solutions to provide consultancy services for acquisition of land.
Stocks to Focus in Opening Today
1. ZF Commercial | Received GST demand order of nearly Rs 80 crore including interest from Ranchi Tax Body.
2. Soma Textiles: Received โน 281 crore order from roadway solutions India for construction work.
3. Krishna Institute of Medical Sciences | Company acquired 6.94% stake in Sarvejana Healthcare for โน 148 Crore. Total shareholding of the company in Sarvejana Healthcare rose to 75.53%.
4. Tata Steel | Acquired 149 Crore shares of arm T Steel Holdings for โน 1,355 Crore.
5. Balkrishna Industries | Company approved the reappointment of Arvind Poddar as Chairman & MD for five years effective Aug. 1, 2026. Company completed one line Of carbon black production facilities.
6. CESC | Arm issued a binding letter of intent to Klasscorp solutions to provide consultancy services for acquisition of land.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell๐ Updates 22nd December 2025
๐ข Market opens higher, IT stocks top gainers, Shriram Finance management call today on MUFG deal.
Indian Markets Morning Opening Bell๐ Updates 22nd December 2025
๐ข Market opens higher, IT stocks top gainers, Shriram Finance management call today on MUFG deal.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
MonePlan Learning Series | When Indices Shine but Portfolios Donโt
โช๏ธEvery market phase teaches us something new. This year, the biggest lesson has been about perception versus reality.
โช๏ธClients often ask | โThe Nifty is up so why is my portfolio still down?โ
โช๏ธItโs a fair question &the answer lies in the structure of our markets.
๐ The Reality (as of 30th Nov 2025)
โข Nifty 50: +9% YTD โ lifted mainly by a handful of large caps.
โข Nifty Midcap 100: +4% YTD โ slower recovery.
โข Nifty Smallcap 100: โ9% YTD โ sharp corrections after strong past years.
โข 60% of Nifty 500 stocks are still over 20% below their 2024 highs.
โข Out of 2,000+ listed stocks, only 50 drive the Nifty headline.
๐ What This Means | The index is not the market.
โช๏ธA few large companies can make indices look healthy even when most stocks & most portfolios โ are under pressure.
So, when portfolios show red while the index is green, itโs not mismanagement. Itโs market breadth in action.
๐ก The Takeaway | In strong markets, investors expect returns.In volatile ones, they expect clarity.
Our role is to deliver both โ with perspective.
Because investing isnโt just about chasing numbers, itโs about helping clients stay focused through the noise.
MonePlan Learning Series | When Indices Shine but Portfolios Donโt
โช๏ธEvery market phase teaches us something new. This year, the biggest lesson has been about perception versus reality.
โช๏ธClients often ask | โThe Nifty is up so why is my portfolio still down?โ
โช๏ธItโs a fair question &the answer lies in the structure of our markets.
๐ The Reality (as of 30th Nov 2025)
โข Nifty 50: +9% YTD โ lifted mainly by a handful of large caps.
โข Nifty Midcap 100: +4% YTD โ slower recovery.
โข Nifty Smallcap 100: โ9% YTD โ sharp corrections after strong past years.
โข 60% of Nifty 500 stocks are still over 20% below their 2024 highs.
โข Out of 2,000+ listed stocks, only 50 drive the Nifty headline.
๐ What This Means | The index is not the market.
โช๏ธA few large companies can make indices look healthy even when most stocks & most portfolios โ are under pressure.
So, when portfolios show red while the index is green, itโs not mismanagement. Itโs market breadth in action.
๐ก The Takeaway | In strong markets, investors expect returns.In volatile ones, they expect clarity.
Our role is to deliver both โ with perspective.
Because investing isnโt just about chasing numbers, itโs about helping clients stay focused through the noise.
Telegram
Money Plan Investment Talks
FREE EDUCATIONAL GROUP ON TELEGRAM
This group is one stop solution for all Financial Products & Stock Market related knowledge.
Open Up, Interact & get to know all you want.
Join Here & feel the difference.
This group is one stop solution for all Financial Products & Stock Market related knowledge.
Open Up, Interact & get to know all you want.
Join Here & feel the difference.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
"Financial Morning Thought to Start the Fresh New Trading Day"
"Financial Morning Thought to Start the Fresh New Trading Day"
S๐บ๐ฎ๐ฟ๐ ๐๐ป๐๐ฒ๐๐๐ถ๐ป๐ด ๐ฆ๐๐ฎ๐ฟ๐๐ ๐ก๐ผ๐ โ ๐ข๐ฝ๐ฒ๐ป ๐ฌ๐ผ๐๐ฟ ๐ง๐ฟ๐ฎ๐ฑ๐ถ๐ป๐ด ๐/๐ฐ ๐ง๐ผ๐ฑ๐ฎ๐!
Dear All | Stock markets are moving up & showing signs of recoveryโthis is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Donโt miss this opportunity to position yourself ahead of the uptrend. Letโs get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
๐ฅ๐ฎ๐ท๐ฒ๐๐ต ๐ก๐ฎ๐ถ๐ฟ @ ๐ ๐ผ๐ป๐ฒ๐ฃ๐น๐ฎ๐ป ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐
๐ ๐ผ๐ฏ. ๐ณ๐ฑ๐ฌ๐ฒ๐ฎ๐ฒ๐ฑ๐ฏ๐ฒ๐ฑ | ๐๐ ๐ฎ๐ถ๐น ๐ฟ๐ฎ๐ท๐ฒ๐๐ต๐ป๐ฎ๐ถ๐ฟ๐ณ๐ฎ@๐ด๐บ๐ฎ๐ถ๐น.๐ฐ๐ผ๐บ
Dear All | Stock markets are moving up & showing signs of recoveryโthis is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Donโt miss this opportunity to position yourself ahead of the uptrend. Letโs get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
๐ฅ๐ฎ๐ท๐ฒ๐๐ต ๐ก๐ฎ๐ถ๐ฟ @ ๐ ๐ผ๐ป๐ฒ๐ฃ๐น๐ฎ๐ป ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐
๐ ๐ผ๐ฏ. ๐ณ๐ฑ๐ฌ๐ฒ๐ฎ๐ฒ๐ฑ๐ฏ๐ฒ๐ฑ | ๐๐ ๐ฎ๐ถ๐น ๐ฟ๐ฎ๐ท๐ฒ๐๐ต๐ป๐ฎ๐ถ๐ฟ๐ณ๐ฎ@๐ด๐บ๐ฎ๐ถ๐น.๐ฐ๐ผ๐บ
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
GIFT Nifty Morning Opening Updates | GIFT Nifty higher, trading at a premium of nearly 40 points from Nifty Futures Monday's close, indicates a start in the green for the Indian market.
GIFT Nifty Morning Opening Updates | GIFT Nifty higher, trading at a premium of nearly 40 points from Nifty Futures Monday's close, indicates a start in the green for the Indian market.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
FII's Vs DII's Daily Activity Track for 22nd December 2025 | In Equities, FNO & Futures Segment
โ๏ธ Foreign Investors (FII's/FPI's) turned into Net Sellers again, on December 22, selling โน 457 Crore worth of Indian equities on Monday. At the same time, Domestic Institutional Investors (DII's) Net Bought shares worth โน 4,058 Crore, according to provisional exchange data.
โ๏ธ During the trading session, DII's Purchased shares worth โน 15,296 Crore & Sold shares worth โน 11,238 Crore. In contrast, FII's Bought shares worth โน 10,714 Crore but Sold shares totalling โน 11,171 Crore.
โ๏ธ For the year so far, FII's have been Net Sellers of shares worth โน 2.77 Lakh Crore, while DII's have Net Bought shares worth โน 7.61 Lakh Crore.
FII's Vs DII's Daily Activity Track for 22nd December 2025 | In Equities, FNO & Futures Segment
โ๏ธ Foreign Investors (FII's/FPI's) turned into Net Sellers again, on December 22, selling โน 457 Crore worth of Indian equities on Monday. At the same time, Domestic Institutional Investors (DII's) Net Bought shares worth โน 4,058 Crore, according to provisional exchange data.
โ๏ธ During the trading session, DII's Purchased shares worth โน 15,296 Crore & Sold shares worth โน 11,238 Crore. In contrast, FII's Bought shares worth โน 10,714 Crore but Sold shares totalling โน 11,171 Crore.
โ๏ธ For the year so far, FII's have been Net Sellers of shares worth โน 2.77 Lakh Crore, while DII's have Net Bought shares worth โน 7.61 Lakh Crore.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
US Markets Closing Updates | ๐ฐ Strong Signals from Global Markets
๐บ๐ธ US Markets saw strong action for the third consecutive day.
๐บ๐ธ The S&P 500 index rose 44 points to close at its highest point of the day.
๐บ๐ธ The Dow gained 228 points to close at 48,363.
US Markets Closing Updates | ๐ฐ Strong Signals from Global Markets
๐บ๐ธ US Markets saw strong action for the third consecutive day.
๐บ๐ธ The S&P 500 index rose 44 points to close at its highest point of the day.
๐บ๐ธ The Dow gained 228 points to close at 48,363.