@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Bulk Deals Reported at the Exchanges
1. Entero Healthcare Solutions | Smallcap World Fund sold 22.69 lakh shares (5.22%) while 21.82 lakh shares (5.02%) at Rs 950 apiece.
2. Nazara Technologies | SBI Mutual Fund sold 45 lakh shares (1.21%) at Rs 240.03 apiece.
3. Patel Engineering: Neomile Growth Fund-Series I sold 2 crore shares (2.58%) at Rs 29.05 apiece while Neomile Corporate Advisory sold 45.26 lakh shares (0.58%) at Rs 29.05 apiece.
4. Honasa Consumer | Varun Alagh bought 18.51 lakh shares (0.57%), while Fireside Ventures Investment Fund I sold 18.51 lakh shares (0.57%) at Rs 270 apiece.
5. Tourism Finance Corp | Ekta Halwasiya sold 26.5 lakh shares (2.93%) at Rs 63.7 apiece
Bulk Deals Reported at the Exchanges
1. Entero Healthcare Solutions | Smallcap World Fund sold 22.69 lakh shares (5.22%) while 21.82 lakh shares (5.02%) at Rs 950 apiece.
2. Nazara Technologies | SBI Mutual Fund sold 45 lakh shares (1.21%) at Rs 240.03 apiece.
3. Patel Engineering: Neomile Growth Fund-Series I sold 2 crore shares (2.58%) at Rs 29.05 apiece while Neomile Corporate Advisory sold 45.26 lakh shares (0.58%) at Rs 29.05 apiece.
4. Honasa Consumer | Varun Alagh bought 18.51 lakh shares (0.57%), while Fireside Ventures Investment Fund I sold 18.51 lakh shares (0.57%) at Rs 270 apiece.
5. Tourism Finance Corp | Ekta Halwasiya sold 26.5 lakh shares (2.93%) at Rs 63.7 apiece
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Bharat Electronics | Company received an additional order worth ₹ 569 crore. Major orders include radars, tank overhaul, communication equipment, fire control systems, simulators, antenna stabilization systems, security software, components, upgrades, spares, services etc
2. RVNL | Company emerges as the lowest bidder for ₹ 201 Crore project from east coast railway.
3. Timex Group | Promoter Timex group luxury watches to exercise the oversubscription option of up to 45 lakh shares or 4.47% stake. The total offer size to be 90.18 lakh shares or 8.93% stake.
4. Bharat Dynamics, Shipbuilding Companies, BHE, Data Pattern, Solar Industries Astra | DAC clears proposals worth deal worth INR 79,000 crore.
5. Indostar Capital Finance | Board approved the sale of a portion of its CV loan book worth ₹ 136 Crore to Phoenix asset reconstruction company for ₹ 109 Crore.
Stocks to Focus in Opening Today
1. Bharat Electronics | Company received an additional order worth ₹ 569 crore. Major orders include radars, tank overhaul, communication equipment, fire control systems, simulators, antenna stabilization systems, security software, components, upgrades, spares, services etc
2. RVNL | Company emerges as the lowest bidder for ₹ 201 Crore project from east coast railway.
3. Timex Group | Promoter Timex group luxury watches to exercise the oversubscription option of up to 45 lakh shares or 4.47% stake. The total offer size to be 90.18 lakh shares or 8.93% stake.
4. Bharat Dynamics, Shipbuilding Companies, BHE, Data Pattern, Solar Industries Astra | DAC clears proposals worth deal worth INR 79,000 crore.
5. Indostar Capital Finance | Board approved the sale of a portion of its CV loan book worth ₹ 136 Crore to Phoenix asset reconstruction company for ₹ 109 Crore.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Cupid | Board gives in-principle approval to set up a new FMCG manufacturing facility in Saudi Arabia.
2. Lupin | Company signed an exclusive pact with Gan & Lee for GLP-1 receptor agonist Bofanglutide. Bofanglutide is a fortnightly injection used to treat Type-2 Diabetes, Obesity in adults.
3. Grasim Industries | Board approved the merger proposal of Essel Mining & Industries, arm with Aditya Birla Renewables.
4. Deccan Gold Mines | Approved the allotment of 3.9 Crore shares at an Issue Price of ₹ 80 Per/Share to eligible equity shareholders.
5. Afcons Infra | Company achieved a breakthrough in CIDCO water tunnel project. The company offers to complete the project six months ahead of schedule.
6. Endurance Tech | Company receives approval from Italian Chamber of Commerce for merger of arms. The effective date of the merger to be Jan 1, 2026.
Stocks to Focus in Opening Today
1. Cupid | Board gives in-principle approval to set up a new FMCG manufacturing facility in Saudi Arabia.
2. Lupin | Company signed an exclusive pact with Gan & Lee for GLP-1 receptor agonist Bofanglutide. Bofanglutide is a fortnightly injection used to treat Type-2 Diabetes, Obesity in adults.
3. Grasim Industries | Board approved the merger proposal of Essel Mining & Industries, arm with Aditya Birla Renewables.
4. Deccan Gold Mines | Approved the allotment of 3.9 Crore shares at an Issue Price of ₹ 80 Per/Share to eligible equity shareholders.
5. Afcons Infra | Company achieved a breakthrough in CIDCO water tunnel project. The company offers to complete the project six months ahead of schedule.
6. Endurance Tech | Company receives approval from Italian Chamber of Commerce for merger of arms. The effective date of the merger to be Jan 1, 2026.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Indigo | Company revised the pay structure for pilots by restructuring additional allowances, which is expected to increase take-home pay. The changes come alongside the FDTL adjustment & include a 50% hike in the Domestic Layover Allowance, raising it to ₹ 3,000 for Captains & ₹ 1,500 for First Officers. Airline has also increased the Deadhead Allowance to ₹ 4,000 per hour for Captains & ₹ 2,000 per hour for First Officers.
2. ESAF Small Finance Bank | Bank transfers NPA, written-off loans worth ₹ 1,694 Crore to asset reconstruction company for ₹ 183 Crore.
3. Prime Focus | Incorporated Arm Brahma AI ME in UAE.
4. Lloyds Engineering Woks | Board approved the merger plan Of Lloyds Infra, Metalfab Hightech & Techno Industries with the company.
5. Indian Bank | Receives RBI’s approval or exercise of call option on captioned tier 2 bonds Series V.
Stocks to Focus in Opening Today
1. Indigo | Company revised the pay structure for pilots by restructuring additional allowances, which is expected to increase take-home pay. The changes come alongside the FDTL adjustment & include a 50% hike in the Domestic Layover Allowance, raising it to ₹ 3,000 for Captains & ₹ 1,500 for First Officers. Airline has also increased the Deadhead Allowance to ₹ 4,000 per hour for Captains & ₹ 2,000 per hour for First Officers.
2. ESAF Small Finance Bank | Bank transfers NPA, written-off loans worth ₹ 1,694 Crore to asset reconstruction company for ₹ 183 Crore.
3. Prime Focus | Incorporated Arm Brahma AI ME in UAE.
4. Lloyds Engineering Woks | Board approved the merger plan Of Lloyds Infra, Metalfab Hightech & Techno Industries with the company.
5. Indian Bank | Receives RBI’s approval or exercise of call option on captioned tier 2 bonds Series V.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell🔔 Updates 1st January 2026
📢 Market opens higher, Nifty near 26,200
Indian Markets Morning Opening Bell🔔 Updates 1st January 2026
📢 Market opens higher, Nifty near 26,200
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Dec-2025 Auto Sales Numbers | Eicher Motors (Royal Enfield (RE)
▶️ Total Sales at 1.03 Lakh Units Vs CNBC-TV18 Poll of 98,333 Units
▶️ Total Sales up 30% at 1.03 Lakh Units Vs 79,466 Units (YoY)
🏍 Models With Engine Capacity up to 350cc Sales Up 37% at 95,480 Units Vs 69,476 Units (YoY)
🏍 Models With Engine Capacity Exceeding 350cc Sales down 19% at 8,094 Units Vs 9,990 Units (YoY)
Dec-2025 Auto Sales Numbers | Eicher Motors (Royal Enfield (RE)
▶️ Total Sales at 1.03 Lakh Units Vs CNBC-TV18 Poll of 98,333 Units
▶️ Total Sales up 30% at 1.03 Lakh Units Vs 79,466 Units (YoY)
🏍 Models With Engine Capacity up to 350cc Sales Up 37% at 95,480 Units Vs 69,476 Units (YoY)
🏍 Models With Engine Capacity Exceeding 350cc Sales down 19% at 8,094 Units Vs 9,990 Units (YoY)
@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"
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
GIFT Nifty Morning Opening Updates | GIFT Nifty flat, indicates a muted start for the Indian market.
GIFT Nifty Morning Opening Updates | GIFT Nifty flat, indicates a muted start for the Indian market.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
Morning News & Cues to Track before Market Opening Today
Morning News & Cues to Track before Market Opening Today
@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.📊
🟢 Railtel | Gets LoA for a project worth ₹ 57 Cr from Assam Health Infra Dvpt
🟢 Time Techno | Gets safety org nod to manufacture & supply high-pressure type-3 cylinders
🟢 Olectra | Starts commercial operations of Phase-1 of Greenfield EV manufacturing facility in Hyderabad
🔴 Hyundai | Dec sales below estimates, total sales up 6.6% YoY vs estimate of 13% rise
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
🟢 Railtel | Gets LoA for a project worth ₹ 57 Cr from Assam Health Infra Dvpt
🟢 Time Techno | Gets safety org nod to manufacture & supply high-pressure type-3 cylinders
🟢 Olectra | Starts commercial operations of Phase-1 of Greenfield EV manufacturing facility in Hyderabad
🔴 Hyundai | Dec sales below estimates, total sales up 6.6% YoY vs estimate of 13% rise
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | ITC Ltd. | Multiple brokerages downgrade, cut target price for ITC after Govt hikes excise duty on Cigarettes.
Stock in Focus & News | ITC Ltd. | Multiple brokerages downgrade, cut target price for ITC after Govt hikes excise duty on Cigarettes.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Sapphire Foods & Devyani International Merger
👉🏿 On January 1, 2026, the boards of Devyani International Limited (DIL) & Sapphire Foods India Limited (SFIL) officially approved a mega-merger through a scheme of arrangement, creating India's largest single quick-service restaurant (QSR) entity.
Key Merger Details
1. Structure & Swap Ratio | Sapphire Foods will merge into Devyani International. DIL will issue 177 equity shares for every 100 equity shares held by SFIL shareholders.
2. Effective Date | The "appointed date" for the merger is set for April 1, 2026.
3. Timeline | The process for regulatory & shareholder approvals (including CCI & NCLT) is expected to take 12 to 15 months.
4. Scale of Entity | The combined entity will operate over 3,000 stores across five countries (India, Sri Lanka, Nigeria, Nepal, & Thailand), consolidating the operations of major brands like KFC & Pizza Hut.
Stock in Focus & News | Sapphire Foods & Devyani International Merger
👉🏿 On January 1, 2026, the boards of Devyani International Limited (DIL) & Sapphire Foods India Limited (SFIL) officially approved a mega-merger through a scheme of arrangement, creating India's largest single quick-service restaurant (QSR) entity.
Key Merger Details
1. Structure & Swap Ratio | Sapphire Foods will merge into Devyani International. DIL will issue 177 equity shares for every 100 equity shares held by SFIL shareholders.
2. Effective Date | The "appointed date" for the merger is set for April 1, 2026.
3. Timeline | The process for regulatory & shareholder approvals (including CCI & NCLT) is expected to take 12 to 15 months.
4. Scale of Entity | The combined entity will operate over 3,000 stores across five countries (India, Sri Lanka, Nigeria, Nepal, & Thailand), consolidating the operations of major brands like KFC & Pizza Hut.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Devyani International Ltd. 🟢 (Positive Outlook)
👉🏿 UBS on Devyani International | Buy call, target price at ₹ 190 per/share. Devyani-Sapphire Merger: Scale benefits, streamlining execution. Annual synergies worth ₹ 210-225 Crore expected from 2nd year of ops. Feel Devyani will be a major beneficiary from Merger.
Brokerages Views on Various Sectors & Stocks | Devyani International Ltd. 🟢 (Positive Outlook)
👉🏿 UBS on Devyani International | Buy call, target price at ₹ 190 per/share. Devyani-Sapphire Merger: Scale benefits, streamlining execution. Annual synergies worth ₹ 210-225 Crore expected from 2nd year of ops. Feel Devyani will be a major beneficiary from Merger.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ITC Ltd. 🟢 (Positive Outlook)
👉🏿 UBS on ITC | Buy call, target price cut to ₹ 430 from ₹ 490 per/share. Clearly, prospect of earnings growth revival have weakened post additional excise duty hike. Current price is now baking in cigarette EBIT growth of 2-3% sustainably.
👉🏿 Nuvama on ITC | Downgrade to hold, target price at ₹ 415 per/share. While expected a sharp tax hike on cigarettes, magnitude seems higher than anticipated. Overall, cutting EBITDA by 7% each for FY27/28.
👉🏿 JP Morgan on ITC | Downgrade to neutral, target cut to ₹ 375 from ₹ 475 per/share. Early read suggests need for a weighted avg price hike of 25%+ (if NCCD is removed). Expect ITC to largely pass on tax impact. Could restrict stock upside from current levels over the next 6-9 months.
Brokerages Views on Various Sectors & Stocks | ITC Ltd. 🟢 (Positive Outlook)
👉🏿 UBS on ITC | Buy call, target price cut to ₹ 430 from ₹ 490 per/share. Clearly, prospect of earnings growth revival have weakened post additional excise duty hike. Current price is now baking in cigarette EBIT growth of 2-3% sustainably.
👉🏿 Nuvama on ITC | Downgrade to hold, target price at ₹ 415 per/share. While expected a sharp tax hike on cigarettes, magnitude seems higher than anticipated. Overall, cutting EBITDA by 7% each for FY27/28.
👉🏿 JP Morgan on ITC | Downgrade to neutral, target cut to ₹ 375 from ₹ 475 per/share. Early read suggests need for a weighted avg price hike of 25%+ (if NCCD is removed). Expect ITC to largely pass on tax impact. Could restrict stock upside from current levels over the next 6-9 months.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell🔔 Updates 2nd January 2026
📢 Market opens flat, Nifty opens above 26,150.
Indian Markets Morning Opening Bell🔔 Updates 2nd January 2026
📢 Market opens flat, Nifty opens above 26,150.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3 Business Updates | PNB Ltd.
💸 Global Business up 3.8% QoQ & 9.57% YoY at ₹ 28.92 Lakh Cr
💸 Domestic Business up 3.11% QoQ & 9.09% YoY at ₹ 27.65 Lakh Cr
💸 Global Deposits up 2.68 QoQ & 8.54% YoY at ₹ 16.60 Lakh Cr
💸 Domestic Deposits up 2.14% QoQ & 8.32% YoY at ₹ 15.97 Lakh Cr
💸 Global Advances up 5.36% QoQ & 10.98% YoY at ₹ 12.32 Lakh Cr
Q3 Business Updates | PNB Ltd.
💸 Global Business up 3.8% QoQ & 9.57% YoY at ₹ 28.92 Lakh Cr
💸 Domestic Business up 3.11% QoQ & 9.09% YoY at ₹ 27.65 Lakh Cr
💸 Global Deposits up 2.68 QoQ & 8.54% YoY at ₹ 16.60 Lakh Cr
💸 Domestic Deposits up 2.14% QoQ & 8.32% YoY at ₹ 15.97 Lakh Cr
💸 Global Advances up 5.36% QoQ & 10.98% YoY at ₹ 12.32 Lakh Cr
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Q3 Business Updates | CSB Ltd.
💸 Total Deposits up 21% at ₹ 40,460 Cr vs ₹ 33,407 Cr (YoY)
💸 Gross Advances up 29% at ₹ 37,208 Cr vs ₹ 28,915 Cr (YoY)
💸 Advances against Gold & Gold Jewellery up 46% at ₹ 19,023 Cr vs ₹ 13,018 Cr (YoY)
💸 CASA up 3% at ₹ 8,316 Cr vs ₹ 8,042 Cr (YoY)
Q3 Business Updates | CSB Ltd.
💸 Total Deposits up 21% at ₹ 40,460 Cr vs ₹ 33,407 Cr (YoY)
💸 Gross Advances up 29% at ₹ 37,208 Cr vs ₹ 28,915 Cr (YoY)
💸 Advances against Gold & Gold Jewellery up 46% at ₹ 19,023 Cr vs ₹ 13,018 Cr (YoY)
💸 CASA up 3% at ₹ 8,316 Cr vs ₹ 8,042 Cr (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3 Business Updates | Bank of India Ltd.
💸 Business (Global) up 12.5% at ₹ 16.27 Lakh Cr vs ₹ 14.46 Lakh Cr (YoY)
💸 Deposits (Global) up 11.6% at ₹ 8.87 Lakh Cr vs ₹ 7.94 Lakh Cr (YoY)
💸 Gross Advances (Global) up 13.5% at ₹ 7.39 Lakh Cr vs ₹ 6.51 Lakh Cr (YoY)
💸 Deposits (Domestic) up 12.8% at ₹ 7.65 Lakh Cr vs ₹ 6.78 Lakh Cr (YoY)
💸 Gross Advances (Domestic) up 15% at ₹ 6.28 Lakh Cr vs ₹ 5.46 Lakh Cr (YoY)
Q3 Business Updates | Bank of India Ltd.
💸 Business (Global) up 12.5% at ₹ 16.27 Lakh Cr vs ₹ 14.46 Lakh Cr (YoY)
💸 Deposits (Global) up 11.6% at ₹ 8.87 Lakh Cr vs ₹ 7.94 Lakh Cr (YoY)
💸 Gross Advances (Global) up 13.5% at ₹ 7.39 Lakh Cr vs ₹ 6.51 Lakh Cr (YoY)
💸 Deposits (Domestic) up 12.8% at ₹ 7.65 Lakh Cr vs ₹ 6.78 Lakh Cr (YoY)
💸 Gross Advances (Domestic) up 15% at ₹ 6.28 Lakh Cr vs ₹ 5.46 Lakh Cr (YoY)