@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Coforge in Focus
◖Board meet on 26th to consider fund raise
◖Company to also hold analyst meet on 26th Dec at 5:30 pm
◖Last fund raise was May 2024 when co raised ₹ 2,240 Cr to fund Cigniti acquisition at ₹ 4,600 per/share
CMP 1868, but co underwent stk split 10:2 (so effective price for comparison is ~920)
◖What co said at the recent investor day as 4 key pillars for growth
1. Big projects such as ServiceNow (in service lines) and ANZ (in geographies)
2. Structuring large deals proactively
3. Scaling up key client accounts
4. Acquisition to get client access
◖Ambition: $2b of Rev in the next few quarters (achievable, don't think it needs an acquisition to get there)
Stock in Focus & News | Coforge in Focus
◖Board meet on 26th to consider fund raise
◖Company to also hold analyst meet on 26th Dec at 5:30 pm
◖Last fund raise was May 2024 when co raised ₹ 2,240 Cr to fund Cigniti acquisition at ₹ 4,600 per/share
CMP 1868, but co underwent stk split 10:2 (so effective price for comparison is ~920)
◖What co said at the recent investor day as 4 key pillars for growth
1. Big projects such as ServiceNow (in service lines) and ANZ (in geographies)
2. Structuring large deals proactively
3. Scaling up key client accounts
4. Acquisition to get client access
◖Ambition: $2b of Rev in the next few quarters (achievable, don't think it needs an acquisition to get there)
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Deccan Gold Mines Ltd.
◖Deccan Gold Mines (DGM) is exploring a strategic move into tungsten by potentially acquiring a stake, up to 75%, in a Spanish tungsten project before production starts, aligning with EU critical minerals goals, while simultaneously advancing its own Altyn Tor gold project in Kyrgyzstan with pre-commissioning trials, aiming for full production & strategic growth in gold/critical minerals beyond India.
Details of the Spain Tungsten Opportunity
1. Strategic Focus | This acquisition aligns with Europe's push for self-sufficiency in critical raw materials, with DGM potentially joining a €30 million investment phase.
2. Model | Industrial partners invest to reopen the mine, gaining production shares, a common sector practice.
3. Project | Likely linked to the La Parrilla mine, selected by the EU for strategic development.
Stock in Focus & News | Deccan Gold Mines Ltd.
◖Deccan Gold Mines (DGM) is exploring a strategic move into tungsten by potentially acquiring a stake, up to 75%, in a Spanish tungsten project before production starts, aligning with EU critical minerals goals, while simultaneously advancing its own Altyn Tor gold project in Kyrgyzstan with pre-commissioning trials, aiming for full production & strategic growth in gold/critical minerals beyond India.
Details of the Spain Tungsten Opportunity
1. Strategic Focus | This acquisition aligns with Europe's push for self-sufficiency in critical raw materials, with DGM potentially joining a €30 million investment phase.
2. Model | Industrial partners invest to reopen the mine, gaining production shares, a common sector practice.
3. Project | Likely linked to the La Parrilla mine, selected by the EU for strategic development.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Samvardhana Motherson Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on Samvardhana Motherson | Target price at ₹ 125 per/share, Company to acquire Nexans Auto’s wiring harness biz. Acqn is believed to be attractively valued at 4.3x CY24 EV/EBITDA. Could potentially lead to EPS accretion of 2% in first year itself.
👉🏿 KotakSecurities maintains 'Sell' on Samvardhana Motherson with Price Target of ₹ 95.
Brokerages Views on Various Sectors & Stocks | Samvardhana Motherson Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on Samvardhana Motherson | Target price at ₹ 125 per/share, Company to acquire Nexans Auto’s wiring harness biz. Acqn is believed to be attractively valued at 4.3x CY24 EV/EBITDA. Could potentially lead to EPS accretion of 2% in first year itself.
👉🏿 KotakSecurities maintains 'Sell' on Samvardhana Motherson with Price Target of ₹ 95.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Pine Labs Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on Pine Labs | Initiate equal-weight call, target price at ₹ 260 per/share. Benefits from first mover advantage & a strong partner ecosystem. Shift towards an asset-light model to drive EBIT margin to 20% by FY28 vs 3% in FY25.
👉🏿 Morgan Stanley initiates 'Equal-weight' on Pine Labs with Price Target of ₹ 260.
Brokerages Views on Various Sectors & Stocks | Pine Labs Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on Pine Labs | Initiate equal-weight call, target price at ₹ 260 per/share. Benefits from first mover advantage & a strong partner ecosystem. Shift towards an asset-light model to drive EBIT margin to 20% by FY28 vs 3% in FY25.
👉🏿 Morgan Stanley initiates 'Equal-weight' on Pine Labs with Price Target of ₹ 260.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Canara HSBC Life Ltd. 🟢 (Positive Outlook)
👉🏿 Investec initiates 'Buy' on Canara HSBC Life with Price Target of ₹ 225.
Brokerages Views on Various Sectors & Stocks | Canara HSBC Life Ltd. 🟢 (Positive Outlook)
👉🏿 Investec initiates 'Buy' on Canara HSBC Life with Price Target of ₹ 225.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ambuja Cement Ltd. 🟢 (Positive Outlook)
👉🏿 Antique on Ambuja Cement | Maintains Buy rating with unchanged target price of ₹ 690.
👉🏿 Morgan Stanley's overweight call on Ambuja Cement | Target price at ₹ 650 per/shae, Board approves amalgamation of ACC & Orient into Company. Share swap ratios are neutral for ACC minority shareholders & positive for Orient minority shareholders. According to Company, synergies will drive operational efficiencies, unlocking at least ₹ 100 per/ton in cost improvements.
Brokerages Views on Various Sectors & Stocks | Ambuja Cement Ltd. 🟢 (Positive Outlook)
👉🏿 Antique on Ambuja Cement | Maintains Buy rating with unchanged target price of ₹ 690.
👉🏿 Morgan Stanley's overweight call on Ambuja Cement | Target price at ₹ 650 per/shae, Board approves amalgamation of ACC & Orient into Company. Share swap ratios are neutral for ACC minority shareholders & positive for Orient minority shareholders. According to Company, synergies will drive operational efficiencies, unlocking at least ₹ 100 per/ton in cost improvements.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Century Plyboards Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama has a positive outlook on Century Plyboards, maintains a "Buy" rating with a target price of ₹ 1,028.
👉🏿 Nuvama's buy call on Century Ply | Target price at ₹ 1,028 per/share, Management confident of achieving ₹ 12,000 Cr revenue by FY31, targetting 18% CAGR. Plywood execution remains strong, MDF margin expected to turn around from H2FY27. Particle Board expected to record EBITDA breakeven by Q3FY26.
Brokerages Views on Various Sectors & Stocks | Century Plyboards Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama has a positive outlook on Century Plyboards, maintains a "Buy" rating with a target price of ₹ 1,028.
👉🏿 Nuvama's buy call on Century Ply | Target price at ₹ 1,028 per/share, Management confident of achieving ₹ 12,000 Cr revenue by FY31, targetting 18% CAGR. Plywood execution remains strong, MDF margin expected to turn around from H2FY27. Particle Board expected to record EBITDA breakeven by Q3FY26.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Power Sector 🟢 (Positive Outlook)
👉🏿 HSBC's call on Power Sector | Power demand rebounded in early Dec after declines in Oct & Nov. Nuclear power opens to private participation following the passage of the SHANTI Bill2025
Brokerages Views on Various Sectors & Stocks | Power Sector 🟢 (Positive Outlook)
👉🏿 HSBC's call on Power Sector | Power demand rebounded in early Dec after declines in Oct & Nov. Nuclear power opens to private participation following the passage of the SHANTI Bill2025
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Kajaria Ceramics Ltd. 🟢 (Positive Outlook)
👉🏿 HDFC Securities on Kajaria Ceramics | Maintain Reduce rating with a revised target price of ₹ 1,160.
Brokerages Views on Various Sectors & Stocks | Kajaria Ceramics Ltd. 🟢 (Positive Outlook)
👉🏿 HDFC Securities on Kajaria Ceramics | Maintain Reduce rating with a revised target price of ₹ 1,160.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell🔔 Updates 23rd December 2025
📢 Market opens flat, Nifty above 26,200
Indian Markets Morning Opening Bell🔔 Updates 23rd December 2025
📢 Market opens flat, Nifty above 26,200
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Ambuta, ACC & Orient Cement Merger
👉🏿 Ambuja-ACC-Orient Merger | Proposed share swap ratio is 328:100 for Ambuja Cement |
ACC & 33:100 for Ambuja Cement:Orient
👉🏿 Ambuja Cement & Orient Cement up over 3% & 8% respectively in opening hour of trade.
👉🏿 Orient Cement surges more than 6%, ACC slips in trade on Ambuja consolidation.
Stock in Focus & News | Ambuta, ACC & Orient Cement Merger
👉🏿 Ambuja-ACC-Orient Merger | Proposed share swap ratio is 328:100 for Ambuja Cement |
ACC & 33:100 for Ambuja Cement:Orient
👉🏿 Ambuja Cement & Orient Cement up over 3% & 8% respectively in opening hour of trade.
👉🏿 Orient Cement surges more than 6%, ACC slips in trade on Ambuja consolidation.
@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"
S𝗺𝗮𝗿𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗦𝘁𝗮𝗿𝘁𝘀 𝗡𝗼𝘄 – 𝗢𝗽𝗲𝗻 𝗬𝗼𝘂𝗿 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗔/𝗰 𝗧𝗼𝗱𝗮𝘆!
Dear All | Stock markets are moving up & showing signs of recovery—this is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Don’t miss this opportunity to position yourself ahead of the uptrend. Let’s get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
𝗥𝗮𝗷𝗲𝘀𝗵 𝗡𝗮𝗶𝗿 @ 𝗠𝗼𝗻𝗲𝗣𝗹𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘆
𝗠𝗼𝗯. 𝟳𝟱𝟬𝟲𝟮𝟲𝟱𝟯𝟲𝟱 | 𝗘𝗠𝗮𝗶𝗹 𝗿𝗮𝗷𝗲𝘀𝗵𝗻𝗮𝗶𝗿𝟳𝟮@𝗴𝗺𝗮𝗶𝗹.𝗰𝗼𝗺
Dear All | Stock markets are moving up & showing signs of recovery—this is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Don’t miss this opportunity to position yourself ahead of the uptrend. Let’s get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
𝗥𝗮𝗷𝗲𝘀𝗵 𝗡𝗮𝗶𝗿 @ 𝗠𝗼𝗻𝗲𝗣𝗹𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘆
𝗠𝗼𝗯. 𝟳𝟱𝟬𝟲𝟮𝟲𝟱𝟯𝟲𝟱 | 𝗘𝗠𝗮𝗶𝗹 𝗿𝗮𝗷𝗲𝘀𝗵𝗻𝗮𝗶𝗿𝟳𝟮@𝗴𝗺𝗮𝗶𝗹.𝗰𝗼𝗺
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
GIFT Nifty Morning Opening Updates | GIFT Nifty higher, trading at a premium of nearly 30 points from Nifty Futures Tuesday close, indicates a flat-to-positive start for the Indian market.
GIFT Nifty Morning Opening Updates | GIFT Nifty higher, trading at a premium of nearly 30 points from Nifty Futures Tuesday close, indicates a flat-to-positive start for the Indian market.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
FII's Vs DII's Daily Activity Track for 23rd December 2025 | In Equities, FNO & Futures Segment
✔️ Foreign Investors (FII's/FPI's) turned into Net Sellers again, on December 22, selling ₹ 457 Crore worth of Indian Equities on Monday. At the same time, Domestic Institutional Investors (DII's) Net Bought shares worth ₹ 4,058 Crore, according to provisional exchange data.
✔️ During the trading session, DII's purchased shares worth ₹ 15,296 Crore & sold shares worth ₹ 11,238 Crore. In contrast, FII's bought shares worth ₹ 10,714 Crore but sold shares totalling ₹ 11,171 Crore.
✔️ For the year so far, FII's have been net sellers of shares worth ₹ 2.77 Lakh Crore, while DII's have net bought shares worth ₹ 7.61 Lakh Crore.
FII's Vs DII's Daily Activity Track for 23rd December 2025 | In Equities, FNO & Futures Segment
✔️ Foreign Investors (FII's/FPI's) turned into Net Sellers again, on December 22, selling ₹ 457 Crore worth of Indian Equities on Monday. At the same time, Domestic Institutional Investors (DII's) Net Bought shares worth ₹ 4,058 Crore, according to provisional exchange data.
✔️ During the trading session, DII's purchased shares worth ₹ 15,296 Crore & sold shares worth ₹ 11,238 Crore. In contrast, FII's bought shares worth ₹ 10,714 Crore but sold shares totalling ₹ 11,171 Crore.
✔️ For the year so far, FII's have been net sellers of shares worth ₹ 2.77 Lakh Crore, while DII's have net bought shares worth ₹ 7.61 Lakh Crore.