Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Tata Motors CV ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ HSBC maintains 'Buy' on Tata Motors CV with a target price of โ‚น 490.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Zee Entertainment ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi maintains 'Sell' ratings on Zee Entertainment, cuts target price to โ‚น 80.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Waaree Energies ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Jefferies maintains 'Underperform' on Waaree Energies, cuts target price to โ‚น 2,185.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | HPCL Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Morgan Stanley maintains 'overweight' ratings on HPCL with a target price of โ‚น 610.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus | Zaggle Prepaid Ltd.
๐Ÿ‘‰๐Ÿฟ Zaggle Prepaid Ocean Services Ltd announced a strategic partnership with HDFC ERGO General Insurance on Jan 23, 2026, to integrate insurance offerings into the Zaggle Propel Reward platform.
๐Ÿ‘‰๐Ÿฟ Zaggle Prepaid enters into an agreement with IRM Energy for Zaggle Fleet Program.
Partnership Highlights

Zaggle Propelโ€”a SaaS-based rewards & recognition platformโ€”now offers HDFC ERGO's insurance products as redeemable rewards for channel partners/employees. Key features include:
1. Customizable insurance rewards (health, motor, travel) alongside 100+ gift cards
2. Automated reward calculation via sales KPIs/nominations
3. Real-time analytics dashboard for program ROI tracking
4. Gamification: Leaderboards, badges, peer recognition
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus | Swan Defence Ltd.
๐Ÿ‘‰๐Ÿฟ Swan Defence & Heavy Industries Ltd signed a $227 million Letter of Intent (LoI) with Norway's Rederiet Stenersen AS on Nov 10, 2025, for six 18,000 DWT IMO Type II chemical tankers (option for six more).
๐Ÿ‘‰๐Ÿฟ Location | Pipavav Shipyard, Gujarat (revived India's largest dry dock facility)
๐Ÿ‘‰๐Ÿฟ Vessel Features
1. Ice Class 1A certification
2. Hybrid propulsion (battery upgradable to 5,000 kWh)
3. Future-ready: Methanol/LNG conversion capable
4. Design: Marinform AS & StoGda (Norway); Classed by DNV
๐Ÿ‘‰๐Ÿฟ Strategic Significance | Marks first export order for Pipavav post-revival under Swan Group; aligns with Shipbuilding Financial Assistance Policy for specialized vessels. Rederiet Stenersen operates 19 chemical/product tankers in Northern Europe trade.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus | DLF Ltd.
๐Ÿ‘‰๐Ÿฟ DLF Ltd shares in focus after Q3FY26 results announced Jan 22, 2026, achieving gross debt-free status at residential business level for the first time since 2007 IPO (cash โ‚น11,660 Cr).
๐Ÿ‘‰๐Ÿฟ Key Results
1. Net Profit | +14% YoY to โ‚น 1,203 Cr
2. Collections | Record โ‚น 5,100 Cr (Q3); 9MFY26 > FY25 full year
3. Office Income| โ‚น 1,150 Cr (+19% YoY)
4. Bookings| โ‚น 419 Cr (down 97% YoY due to Dahlias redesign pause)
๐Ÿ‘‰๐Ÿฟ Eight analysts' โ‚น 1,000+ targets on DLF post-Q3FY26 (Jan 22, 2026) stem from debt-free milestone, record collections (โ‚น 5,100 Cr Q3), and reaffirmed FY26 bookings guidance (โ‚น 22,000 Cr) despite sales dip.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
๐ŸŽ™ Market Expert & Voices | Robert Subbaraman of Nomura Singapore Talks

โœ”๏ธ Constructive on global growth, seen above 3%, led by the US & India among EMs, economic fundamentals in India are very solid. Expect the Rupee to be at 90 against the US dollar by year-end, Robert Subbaraman, Nomura Singapore talks.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
๐ŸŽ™ Market Expert & Voices | Jinesh Joshi of PL Capital Talks

โœ”๏ธ โ‚น 3,100 Cr of profit ex-forex & exceptions better than street estimates | PL Capital on IndiGo Q3. It could be a good entry point after a 5-7% correction in the stock, he adds
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Aditya Birla Sun Life AMC Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Nuvama on Aditya Birla Sun Life AMC
| Upgrade to buy from hold with a target price of โ‚น 950.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Home First Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Morgan Stanley on Home First | Maintains Overweight with a target price of โ‚น 1,640.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | APL Apollo Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Elara on APL Apollo | Upgrade to BUY from Accumulate with a target price of โ‚น 2,418 (earlier โ‚น 1,938)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell๐Ÿ”” Updates 23nd January 2026

๐Ÿ“ข Market opens higher, Nifty above 25,300
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Weekly Report Card |
Indian stock markets experienced volatility this week (January 19-25, 2026), with early declines amid weak global cues & Q3 earnings caution, followed by partial recoveries but overall weakness as Nifty fell around 2.51%.

Momentum Stocks | Top performers with upward price momentum include IT heavyweights showing positive recent returns & high RSI, indicating strength amid broader market dips.
โ€‹1. TCS (3,162.50 Rs., +0.38%, RSI 45.56, strong 3M +5.18%).
โ€‹2. Infosys (1,670.80 Rs., +0.44%, RSI 59.44, 3M +13.47%).
โ€‹3. HCL Tech (1,707 Rs., +0.23%, RSI 61.70, 3M +14.87%).
โ€‹4. Tech Mahindra (1,701.10 Rs., +0.81%, RSI 64.79).
โ€‹5. Oil India (435.70 Rs., -0.17% but 1M +7.32%, RSI 55.63).

Market Trends & Risks
1. Key trends include sector rotation toward IT & select defensives, but broad weakness with 70% Nifty 500 stocks in red for January amid FII selling.
โ€‹2. Risks to Watch | Weak Q3 results, global uncertainties like US tariffs & range-bound Nifty near 25,000 with potential further downside next week.
3 Stocks to Watch | Australian Premium Solar, Dam Capital Advisors, Sathlokhar Synergys, Arrow Greentech & Jyoti Resins have shown varied recent earnings strength, with most reporting robust YoY growth in H1/Q3 FY26 despite some QoQ softness.

1. Australian Premium Solar |
H1 FY26 Revenue surged 84% YoY to โ‚น 302.93 crore, EBITDA doubled to โ‚น 43.28 crore (14.29% margin) & PAT to โ‚น28.60 crore (9.44% margin).
โœ”๏ธ Recent Q3 trends indicate sustained growth with commissioning of 400 MW solar line boosting capacity to 800 MW.
โœ”๏ธ Commissioning of 400 MW TopCon solar module line (Oct 2025), boosting capacity to 800 MW with plans for 4 GW solar cell project (1 GW by FY27, โ‚น 800-900 Cr capex).
โœ”๏ธ 75% growth guidance for FY26, utilizing 65-70% internal cells for 25-30% EBITDA margins; full 600 MW line at 70-80% utilization.

2. Dam Capital Advisors |
Q2 FY26 income jumped 69% YoY to โ‚น 107 crore, PAT up 140% to โ‚น 52 crore (48.7% margin); Q1 FY26 similar with 144% PAT growth to โ‚น 51.5 crore.
โœ”๏ธ โ€‹Q3 FY26 results board meeting scheduled for Feb 3, 2026, amid strong merchant banking momentum
โœ”๏ธ Debt reduction to near-zero, debtor days improved to 36.1; 3Y ROE 42.2%, strong merchant banking momentum.


3. Sathlokhar Synergys |
9M FY26 turnover grew over 125% YoY; Q3 secured โ‚น 225 Cr orders including first international in Sri Lanka.
โœ”๏ธ Revised FY26 Revenue guidance to โ‚น 1,000 Cr (from โ‚น 600 Cr), FY27 to โ‚น 1,700 Cr with 15%+ EBITDA margins; H1 on-track.
โœ”๏ธ
Record H1 FY26 order inflow ~โ‚น 830 Cr; order book โ‚น 1,367 Cr (up from โ‚น 1,222 Cr), bid pipeline > โ‚น 13,637 Cr (12-15% conversion).
โœ”๏ธ Revised FY26 Revenue guidance โ‚น 1,000 Cr, FY27 โ‚น 1,700 Cr at 15%+ EBITDA; first international order in Sri Lanka.

4. Arrow Greentech |
Q3 FY25 revenue up 121.8% YoY to higher levels (post โ‚น 25.55 Cr base), PAT +162.9% YoY despite QoQ dip; strong demand in high-tech/green products.
โœ”๏ธ โ€‹FY25 full-year revenue hit record โ‚น 2,434 million (+64% YoY).
โœ”๏ธ Q2 FY26 revenue +47% QoQ to โ‚น 611 Mn, EBITDA +46% to โ‚น 208 Mn (34% margin), PAT +44% to โ‚น 157 Mn.
โœ”๏ธ Product portfolio expansion, innovation in biodegradable films/anti-counterfeit; FY26 focus on global expansion, new patents, drug delivery scaling.

5. Jyoti Resins |
Recent quarterly net sales dipped 0.96% QoQ but +13.99% YoY; PAT down 1.27% QoQ but historical growth strong (FY25 PAT โ‚น 73.88 Cr from โ‚น 2.20 Cr in FY20).
โœ”๏ธ Q3 FY26 results upcoming; consistent sales/PAT expansion noted.
โœ”๏ธ Exceptional ROCE 117.55%, 3Y ROE 35.14% outperforming peers; volume growth driving 14% YoY sales despite margin pressures.
โ€‹โœ”๏ธ Potential catalysts: margin stabilization >30%, revenue >15% YoY, capacity expansion announcements, institutional buying.

Standard Disclaimer for Stocks Mentioned |
This is not personalized financial advice. Consult a SEBI-registered advisor, review full filings & assess your risk tolerance before investing. I am not liable for investment decisions or posting here.
Republic Day reminds us | India's Growth Story is Unstoppable.
Aim for Financial Independence with consistent investing. Small steps today yield big independence tomorrow.
Happy Republic Day!
@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 more than 20 points from Nifty Futures Friday 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 23rd January 2026 | In Equities, FNO & Futures Segment

โœ”๏ธ Foreign Investors (FIIs/FPIs) Net Sold โ‚น 4,113 Crore worth of Indian Equities on January 23. At the same time, Domestic Institutional Investors (DII's) Net Bought shares worth โ‚น 4,103 Crore, according to provisional exchange data.

โœ”๏ธ DII's purchased shares worth โ‚น 18,259 Crore & sold shares worth โ‚น 14,156 Crore. In contrast, FIIs bought shares worth โ‚น 13,550 Crore but sold shares totalling โ‚น 17,664 Crore.
โœ”๏ธ For the year so far, FII's have been net sellers of shares worth โ‚น 40,810 Crore, while DII's have net bought shares worth โ‚น 54,821 Crore.
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US Markets Closing Updates | ๐Ÿ”ฐ Mixed Signals from Global Markets

๐Ÿ‡บ๐Ÿ‡ธ An India-EU trade deal is likely to be announced today.
๐Ÿ‡บ๐Ÿ‡ธ US Treasury Secretary Scott Bessant makes a major statement regarding tariffs.
๐Ÿ‡บ๐Ÿ‡ธ The US may lift an additional 25% tariff on India.
๐Ÿ‡บ๐Ÿ‡ธ The S&P 500 & Nasdaq closed higher for the fourth consecutive day on Monday.
๐Ÿ‡บ๐Ÿ‡ธ The Nasdaq gained 165 points in two days.