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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ashok Leyland Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Nomura maintains 'Buy' on Ashok Leyland with Price Target of โ‚น 196.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Shriram Finance Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Kotak Institutional Equities's call on Shriram Finance |
Target price raised to โ‚น 990 per/share from โ‚น 840 per/share. Finally announced the deal with MUFG. Improvement in debt mkt comfort could potentially increase financial flexibility & biz prospects.
๐Ÿ‘‰๐Ÿฟ Jefferies' buy call on Shriram Finance |
Target price raised to โ‚น 1,080 per/share, can improve prospects of a Credit Rating upgrade to AAA. Credit rating could boost Companyโ€™s competitiveness in new CV's/MSME segments & aid growth.
๐Ÿ‘‰๐Ÿฟ Morgan Stanley maintains 'Overweight' on Shriram Finance with Price Target of โ‚น 925.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Nuvama on Welspun Corp | Initiating with โ€˜BUYโ€™ rating with TP of โ‚น 1,028
๐Ÿ‘‰๐Ÿฟ Top line/EBITDA is slated to compound at 21%/22% over FY25โ€“28E
1๏ธโƒฃ Company set to reap benefits of its โ‚น 5,500 Cr in capex outlined till FY27E
2๏ธโƒฃ Will report improved margins (12%-plus) & returns ratio (300bp to 22%) by FY28E
3๏ธโƒฃ Turnaround in Welspun Specialty & Sintex to aid profitability
4๏ธโƒฃ Total order book of โ‚น 23,500 Cr at end-Q2FY26E-Highest in over a decade
๐Ÿ‘‰๐Ÿฟ Offers visibility in key geographies such as the US, KSA & India.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Varun Beverages Ltd.

๐Ÿ‘‰๐Ÿฟ Varun Beverages' acquisition of South Africa's Twizza is a strategic move to significantly expand its market presence & manufacturing capabilities across Southern Africa.
๐Ÿ‘‰๐Ÿฟ Acquisition Target | 100% share capital of Twizza Proprietary Limited, a South African Company that manufactures and distributes its own-branded non-alcoholic beverages.
๐Ÿ‘‰๐Ÿฟ Acquirer | The Beverages Company Proprietary Limited (Bevco), Varun Beverages' subsidiary in South Africa.
๐Ÿ‘‰๐Ÿฟ Enterprise Value | ZAR 2,095 million (approximately โ‚น 1,118.7 Crore), payable in cash.
๐Ÿ‘‰๐Ÿฟ Approvals Needed | The deal is subject to regulatory approvals from the Competition Commissions of South Africa, Botswana & Eswatini.
๐Ÿ‘‰๐Ÿฟ 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.
@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 promoterโ€™s 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 โ‚น 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 โ‚น 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 โ‚น 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 โ‚น 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 Bell๐Ÿ”” Updates 22nd December 2025

๐Ÿ“ข 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 Donโ€™t
โ–ช๏ธEvery market phase teaches us something new. This year, the biggest lesson has been about perception versus reality.
โ–ช๏ธClients often ask | โ€œThe Nifty is up so why is my portfolio still down?โ€
โ–ช๏ธItโ€™s a fair question &the answer lies in the structure of our markets.

๐Ÿ“Š The Reality (as of 30th Nov 2025)
โ€ข Nifty 50: +9% YTD โ€” lifted mainly by a handful of large caps.
โ€ข Nifty Midcap 100: +4% YTD โ€” slower recovery.
โ€ข Nifty Smallcap 100: โ€“9% YTD โ€” sharp corrections after strong past years.
โ€ข 60% of Nifty 500 stocks are still over 20% below their 2024 highs.
โ€ข Out of 2,000+ listed stocks, only 50 drive the Nifty headline.

๐Ÿ” What This Means | The index is not the market.
โ–ช๏ธA 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, itโ€™s not mismanagement. Itโ€™s market breadth in action.

๐Ÿ’ก 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 isnโ€™t just about chasing numbers, itโ€™s about helping clients stay focused through the noise.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
"Financial Morning Thought to Start the Fresh New Trading Day"
S๐—บ๐—ฎ๐—ฟ๐˜ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜๐˜€ ๐—ก๐—ผ๐˜„ โ€“ ๐—ข๐—ฝ๐—ฒ๐—ป ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—”/๐—ฐ ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†!
Dear All | Stock markets are moving up & showing signs of recoveryโ€”this is the perfect time to start your trading account & invest at lower valuations for long-term gains.

Donโ€™t miss this opportunity to position yourself ahead of the uptrend. Letโ€™s get started today!

Contact us now to open your account & make the most of the market recovery.

Best Regards,
๐—ฅ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต ๐—ก๐—ฎ๐—ถ๐—ฟ @ ๐— ๐—ผ๐—ป๐—ฒ๐—ฃ๐—น๐—ฎ๐—ป ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜†
๐— ๐—ผ๐—ฏ. ๐Ÿณ๐Ÿฑ๐Ÿฌ๐Ÿฒ๐Ÿฎ๐Ÿฒ๐Ÿฑ๐Ÿฏ๐Ÿฒ๐Ÿฑ | ๐—˜๐— ๐—ฎ๐—ถ๐—น ๐—ฟ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต๐—ป๐—ฎ๐—ถ๐—ฟ๐Ÿณ๐Ÿฎ@๐—ด๐—บ๐—ฎ๐—ถ๐—น.๐—ฐ๐—ผ๐—บ
@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.
@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

โœ”๏ธ Foreign Investors (FII's/FPI's) turned into Net Sellers again, on December 22, selling โ‚น 457 Crore worth of Indian equities on Monday. At the same time, Domestic Institutional Investors (DII's) Net Bought shares worth โ‚น 4,058 Crore, according to provisional exchange data.

โœ”๏ธ During the trading session, DII's Purchased shares worth โ‚น 15,296 Crore & Sold shares worth โ‚น 11,238 Crore. In contrast, FII's Bought shares worth โ‚น 10,714 Crore but Sold shares totalling โ‚น 11,171 Crore.
โœ”๏ธ For the year so far, FII's have been Net Sellers of shares worth โ‚น 2.77 Lakh Crore, while DII's have Net Bought shares worth โ‚น 7.61 Lakh Crore.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
US Markets Closing Updates | ๐Ÿ”ฐ Strong Signals from Global Markets

๐Ÿ‡บ๐Ÿ‡ธ US Markets saw strong action for the third consecutive day.
๐Ÿ‡บ๐Ÿ‡ธ The S&P 500 index rose 44 points to close at its highest point of the day.
๐Ÿ‡บ๐Ÿ‡ธ The Dow gained 228 points to close at 48,363.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Asian Markets Morning Opening Updates |
Asian markets trade Higher in Morning Trade.
โ–ช๏ธAsia-Pacific markets opened mostly higher Tuesday, after AI trade lifted major Wall Street indexes overnight.
โ–ช๏ธNvidia shares rose more than 1% after Reuters said the company was looking to start shipments of its H200 chips to China by mid-February. Micron Technology climbed around 4%, while Oracle advanced more than 3%.
โ–ช๏ธAustraliaโ€™s S&P/ASX 200 rose 1.11% and is on pace for a fourth straight day of gains.
โ–ช๏ธJapanโ€™s Nikkei 225 was flat, while the broad-based Topix saw a larger gain of 0.56%, led by financials & healthcare stocks.
โ–ช๏ธSouth Koreaโ€™s KOSPI climbed 0.43%, but the Small-cap KOSDAQ slipped 0.79%.
โ–ช๏ธShares of shipbuilding firm Hanwha Ocean surged 10% after U.S. President Donald Trump said the company was going to work with the U.S. Navy to build its new frigates.
โ–ช๏ธHong Kongโ€™s Hang Seng index rose 0.1%, while mainland Chinaโ€™s CSI 300 was up 0.35%.
โ–ช๏ธChinese newcomers lit up the Hong Kong market on their debut Tuesday, with QingSong Health Corporation and Nuobikan Artificial Intelligence Technology jumping 134% & 323%, respectively, after their strong albeit small IPOs.
โ–ช๏ธQingSong Health Corporationโ€™s Hong Kong IPO was met with overwhelming demand, with the domestic tranche subscribed 1,421 times, according to its exchange filing, raising nearly 602 million Hong Kong dollars (about $77 million). Nuobikan, saw its Hong Kong public tranche subscribed 188.74 times, raising HK$303 million.
โ–ช๏ธIn Southeast Asia, Singapore will release its November inflation reading, with economists polled by Reuters expecting the city-stateโ€™s inflation rate to climb to the highest in 2025.
โค1
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
U.S. Markets Closing Updates | S&P 500 posts third-straight winning day, buoyed by AI trade
๐Ÿ‡บ๐Ÿ‡ธ
The S&P 500 rose on Monday, supported by a rise in artificial intelligence names, to start a shortened holiday week.
๐Ÿ‡บ๐Ÿ‡ธ The broad market index gained 0.64% to reach 6,878.49, posting its third positive day in a row.
๐Ÿ‡บ๐Ÿ‡ธ The Dow Jones Industrial Average advanced 227.79 points, or 0.47% to finish at 48,362.68.
๐Ÿ‡บ๐Ÿ‡ธ The Nasdaq Composite climbed 0.52% to 23,428.83.
๐Ÿ‡บ๐Ÿ‡ธ Key stocks linked to artificial intelligence offered a boost to the broader market. Nvidia shares moved higher by more than 1% after Reuters said the company is looking to begin shipments of its H200 chips to China by mid-February. Meanwhile, Micron Technology grew around 4%, while Oracle advanced more than 3%.

๐Ÿ‡บ๐Ÿ‡ธ Wall Street is coming off a mixed week for the major averages. A late-week surge in tech stocks helped lift the S&P 500 &Nasdaq Composite to their third positive week in four. The 30-stock Dow, which has outperformed this month, snapped a three-week winning streak.
๐Ÿ‡บ๐Ÿ‡ธ However, investors are watching to see whether AI stocks can retain their leadership heading into the year-end, especially as investors rotate into cheaper parts of the market amid concerns about lofty tech valuations. Thereโ€™s also doubt about whether a Santa Claus rally will materialize, as the S&P 500 struggles to hold a key technical level.
๐Ÿ‡บ๐Ÿ‡ธ The New York Stock Exchange will close early on Wednesday at 1 p.m. ET on Christmas Eve and will be closed Thursday for Christmas Day.

Hereโ€™s where Wall Streetโ€™s top strategists think the stock market is headed next year
๐Ÿ‡บ๐Ÿ‡ธ
Stocks are in for another double-digit gain in 2026, according to Wall Streetโ€™s top strategists.
๐Ÿ‡บ๐Ÿ‡ธ Wall Street is confident the bull market can continue for another year, albeit not as strong as this one has been, according to the 2026 CNBC Market Strategist Survey. On average, strategists expect the S&P 500 can end next year at 7,629, a level representing 11.6% upside from current levels. The target is a bit higher on a median basis: 7,650, or a roughly 13% rise.
๐Ÿ‡บ๐Ÿ‡ธ Those expected gains are stronger than what strategists estimated coming into this year, though 2025 has blown away expectations. As the year draws to a close, the S&P 500 is on the precipice of netting a โ€œthree-peat,โ€ having rallied 24% in 2023 & 23% in 2024. As of Fridayโ€™s close, the S&P 500 is up more than 15% in 2025, having risen to all-time highs in defiance of tariff concerns & fears of an AI bubble. This month, the index closed above 6,900 for the first time.
๐Ÿ‡บ๐Ÿ‡ธ โ€œAfter 3 years >20% yearly gains, bull market still alive,โ€ Fundstrat head of research Tom Lee wrote in a note earlier this month. โ€œThe significant โ€˜Wall of Worryโ€™ is a tailwind for bull market.โ€
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Indian Indices Closing Updates for 22nd December 2025 | Santa rally on D-Street, Nifty above 26,150, Sensex gains 638 points
โ–ช๏ธIndian Equity indices ended on strong note with Nifty above 26100 on December 22.
โ–ช๏ธAt close, the Sensex was up 638.12 points or 0.77% at 85,567.48 & the Nifty was up 206 points or 0.79% at 26,172.40.
โ–ช๏ธBiggest Nifty gainers were Shriram Finance, Trent, Wipro, Infosys, Bharti Airtel, while losers included SBI, HDFC Life, Cipla, Tata Consumer, Kotak Mahindra Bank.
โ–ช๏ธBSE Midcap index added 0.8% & Smallcap index jumped 1%.
โ–ช๏ธAll the sectoral indices ended higher with capital goods, metal, IT up 1-2%.
โ–ช๏ธGold hit a record high, driven by rate-cut expectations, robust Central Bank buying, sustained ETF inflows & heightened global tensions, including Ukraineโ€™s strike on a Russian vessel.
โ–ช๏ธInvestors now await the Q3 GDP estimate for policy clarity, with consensus pointing to resilient growth.
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks To Watch in Trade Today
| Keep an eye on these stocks as they set the market abuzz.๐Ÿ“Š