Money Plan Investment Talks
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@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell๐Ÿ”” Updates 1st January 2026

๐Ÿ“ข 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)
โ–ถ๏ธ Total Sales at 1.03 Lakh Units Vs CNBC-TV18 Poll of 98,333 Units
โ–ถ๏ธ Total Sales up 30% at 1.03 Lakh Units Vs 79,466 Units (YoY)
๐Ÿ Models With Engine Capacity up to 350cc Sales Up 37% at 95,480 Units Vs 69,476 Units (YoY)
๐Ÿ 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"
@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.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
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.๐Ÿ“Š
๐ŸŸข Railtel | Gets LoA for a project worth โ‚น 57 Cr from Assam Health Infra Dvpt
๐ŸŸข Time Techno | Gets safety org nod to manufacture & supply high-pressure type-3 cylinders
๐ŸŸข Olectra | Starts commercial operations of Phase-1 of Greenfield EV manufacturing facility in Hyderabad
๐Ÿ”ด 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.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Sapphire Foods & Devyani International Merger

๐Ÿ‘‰๐Ÿฟ 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. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ UBS on Devyani International |
Buy call, target price at โ‚น 190 per/share. Devyani-Sapphire Merger: Scale benefits, streamlining execution. Annual synergies worth โ‚น 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. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ UBS on ITC |
Buy call, target price cut to โ‚น 430 from โ‚น 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.
๐Ÿ‘‰๐Ÿฟ Nuvama on ITC | Downgrade to hold, target price at โ‚น 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.
๐Ÿ‘‰๐Ÿฟ JP Morgan on ITC | Downgrade to neutral, target cut to โ‚น 375 from โ‚น 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 Bell๐Ÿ”” Updates 2nd January 2026

๐Ÿ“ข Market opens flat, Nifty opens above 26,150.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3 Business Updates | PNB Ltd.

๐Ÿ’ธ Global Business up 3.8% QoQ & 9.57% YoY at โ‚น 28.92 Lakh Cr
๐Ÿ’ธ Domestic Business up 3.11% QoQ & 9.09% YoY at โ‚น 27.65 Lakh Cr
๐Ÿ’ธ Global Deposits up 2.68 QoQ & 8.54% YoY at โ‚น 16.60 Lakh Cr
๐Ÿ’ธ Domestic Deposits up 2.14% QoQ & 8.32% YoY at โ‚น 15.97 Lakh Cr
๐Ÿ’ธ Global Advances up 5.36% QoQ & 10.98% YoY at โ‚น 12.32 Lakh Cr
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3 Business Updates | CSB Ltd.

๐Ÿ’ธ Total Deposits up 21% at โ‚น 40,460 Cr vs โ‚น 33,407 Cr (YoY)
๐Ÿ’ธ Gross Advances up 29% at โ‚น 37,208 Cr vs โ‚น 28,915 Cr (YoY)
๐Ÿ’ธ Advances against Gold & Gold Jewellery up 46% at โ‚น 19,023 Cr vs โ‚น 13,018 Cr (YoY)
๐Ÿ’ธ CASA up 3% at โ‚น 8,316 Cr vs โ‚น 8,042 Cr (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3 Business Updates | Bank of India Ltd.

๐Ÿ’ธ Business (Global) up 12.5% at โ‚น 16.27 Lakh Cr vs โ‚น 14.46 Lakh Cr (YoY)
๐Ÿ’ธ Deposits (Global) up 11.6% at โ‚น 8.87 Lakh Cr vs โ‚น 7.94 Lakh Cr (YoY)
๐Ÿ’ธ Gross Advances (Global) up 13.5% at โ‚น 7.39 Lakh Cr vs โ‚น 6.51 Lakh Cr (YoY)
๐Ÿ’ธ Deposits (Domestic) up 12.8% at โ‚น 7.65 Lakh Cr vs โ‚น 6.78 Lakh Cr (YoY)
๐Ÿ’ธ Gross Advances (Domestic) up 15% at โ‚น 6.28 Lakh Cr vs โ‚น 5.46 Lakh Cr (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
MonePlan Awareness Series | ๐–๐ก๐ข๐œ๐ก I๐ง๐ญ๐ž๐ซ๐ง๐š๐ญ๐ข๐จ๐ง๐š๐ฅ M๐ฎ๐ญ๐ฎ๐š๐ฅ F๐ฎ๐ง๐๐ฌ ๐š๐ซ๐ž ๐จ๐ฉ๐ž๐ง ๐ง๐จ๐ฐ?
๐Ÿ‘‰๐Ÿฟ Over the past two weeks, several International-focused Mutual Funds that had briefly reopened for subscriptions have once again suspended fresh inflows.
๐Ÿ‘‰๐Ÿฟ Currently, only 21 of the 72 International Mutual Fund Schemes are accepting new investments.
๐Ÿ‘‰๐Ÿฟ Even as the Mutual Fund route faces regulatory constraints & uncertain periods of temporary subscription reopenings, investor accounts in the overseas fund-of-funds category have surged by approximately 2.3 Lakhs, climbing to 16 Lakh over the past year.
๐Ÿ‘‰๐Ÿฟ Indian investors face significant barriers to accessing these international-focused funds, despite their strong long-term performance track record.
๐Ÿ‘‰๐Ÿฟ Regulatory caps on overseas assets and investments have created a stop-start system that restricts consistent participation in Global Markets.
@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 tracking global cues, trading at a premium of over 80 points from Nifty Futures Friday's close, indicates a gap-up start for the Indian market.