@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Asia Chemicals 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on Asia Chemicals | Petronas Chemicals PTTGC Sumitomo Chemicals among top picks.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Reliance Industries Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley remains bullish on Reliance Industries, maintains Overweight with target price at ₹ 1,803.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Tata Motors PV Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on Tata Motors PV | Equal-weight call, target price at ₹ 360 per/share, Jaguar phase-out, focus on Land Rover Data. Land Rover US February data was weak, EU top five markets recovered.

@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
Morning News & Cues to Track before Market Opening Today
▪️How the global market cues are placed this morning as #oil tops $100/bbl on US IranWar, GIFT Nifty tanks nearly 800 points
🚨 US War Secy Hegseth tells CBS News that US strikes on Iran is 'only just the beginning'
📊 Nikkei & Kospi sink over 7% & 8% each as oil prices surge, West Asia tensions escalate
🛢 WTI Crude Oil extends surge to 25% on risks to West Asia supplies.

@t.me/MonePlan | Block Deal Alert | ANTHEM BIOSCIENCE
▪️Viridity Tone LLP to sell shares worth upto ₹ 1,260 Crores
▪️Offer floor price at ₹ 620 per share YM
▪️Viridity (True North) #YM to sell upto 3.6% stake at upto 6.5% discount to CMP
▪️Base offer size is 2.9% equity + 0.7% greenshoe
▪️Nomura Broker to the deal terms show
▪️This transaction reflects a major stake reduction by the private equity-backed investor, which had previously been a key shareholder in the company.
▪️The sale is part of the broader offloading of shares by selling shareholders following the company's IPO in July 2025.
▪️The block deal, which involves a large volume of shares traded at a single transaction, indicates strong institutional interest & liquidity in the stock since its listing.
▪️Anthem Biosciences, a contract research, development & manufacturing organization (CRDMO), has seen robust investor demand, with its shares listing at a 27% premium over the IPO price of ₹ 570.

@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | Probal Sen, Energy Analyst, ICICI Securities Talks
📢 Cracks on refined products are levels I have not seen in my lifetime, HPCL could see a worst-case loss of Rs 90 per/share if oil hikes aren’t passed on (annualised) | Probal Sen, Energy Analyst, ICICI Securities on OIl Price Surge

@t.me/MonePlan | Tech Mahindra Clarifies On Headcount Reduction Rumors
▪️Tech Mahindra has categorically denied market rumours of a significant workforce reduction, stating that no proposal to reduce its workforce is under consideration.
▪️The company issued a formal clarification to stock exchanges on March 9, 2026, affirming compliance with SEBI disclosure norms & emphasizing its commitment to operational stability.
▪️This statement directly addresses recent speculation circulating via social media & investor inquiries.
▪️While the company’s headcount has seen a marginal decline to 152,714 (as of October 2025), attributed to attrition and strategic hiring adjustments, CEO Mohit Joshi described the reduction as "marginal" & "not meaningful", stressing continued hiring in growing business areas.
▪️The company also highlighted strong financial performance, including eight consecutive quarters of margin improvement and a 5% sequential rise in net profit.

@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell🔔 Updates 9th March 2026
📢 Market opens with sharp cuts, all major indices are in the red.
📢 Nifty falls below 23,900 with 48 stocks lower.
📢 Midcap index opens with a cut of over 1,000 points.

@t.me/MonePlan | West Asia War | As Crude Oil surges to a 4-year high, here's how the markets have reacted to previous phases of high volatility in Oil Prices.
▪️HPCL, BPCL fall up to 6% as crude oil nears $120 per barrel .

@t.me/MonePlan | Abakkus Small Cap NFO closes on 12th March, 2026
1. Attractive Entry Point | Many small cap stocks are trading 30–50%+ below their all-time highs, creating a strategic accumulation opportunity
2. Strong Fundamentals | Improving earnings of small caps (FY28-29 expected earnings growth of 27%+); along with declining debt-to-equity ratios & rising operating cash flows signal business strength
3. India’s Growth Tailwinds | Strong GDP growth, rate cuts, pro-growth Govt policies, & FTA progress support a robust economic backdrop
4. Superior Long-term Returns | Nifty SmallCap 250 has delivered ~17% CAGR vs ~12% for Nifty 50 through SIP investing over the long term
5. Emerging Sector Opportunities | Small caps dominate high-growth sectors like Industrial Products, Pharma, Consumer Durables, Defense & Aerospace

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Updates from MonePlan Investory Team

@t.me/MonePlan | February 2026 Life Insurance Update
Strong performance from Axis MaxLife & Canara HSBC Life. SBI Life & LIC post strong growth but base was favorable
👉 Axis Max Life: Prem Up 30%, Retail APE & Total APE Up 28% YoY
👉 Canara HSBC Life: Prem Up 52%, Retail APE Up 61% & Total APE Up 51% YoY
👉 HDFC Life: Prem Down 3%, Retail APE Up 12% & Total APE Up 9% YoY

Mid and small caps have quietly corrected 11–21% on a valuation basis even as earnings grew. The froth is gone. The fundamentals aren't.
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@t.me/MonePlan | Fertiliser stocks surge in trade, rise up to 12%
▪️The 12% surge in fertiliser stocks on March 10, 2026, was driven by a combination of Geopolitical disruptions & strong Govt action in India to secure supply ahead of kharif season.
▪️Blockade of the Strait of Hormuz, which began affecting global trade by March 9, 2026, paralyzed 20–30% of global fertilizer shipments, causing panic buying & sharp price increases for urea, DAP, & phosphates.
▪️In response, Indian fertiliser stocks surged to a record 177.31 million metric tons by early March, a 36% increase year-on-year, due to imports & strategic reserves.
▪️Government secured 98 million metric tons of fertilizers by February 2026, with another 17 million tons scheduled for delivery within three months, reassuring markets of ample domestic supply.
▪️This proactive stockpiling, combined with global supply fears, boosted investor confidence, leading to sharp gains in fertiliser company stocks, with some rising up to 12% on March 10, 2026.

@t.me/MonePlan | Dixon Tech shares jump 11% on the back of these two major triggers
▪️Shares of Dixon Technologies (India) Ltd. gained 11% on Tuesday, March 10, after it has received the Ministry of Electronics & Information Technology's (MEITY) approval to form a joint venture with Chinese firm HKC Overseas Ltd. for display modules. Brokerage firm Nomura has projected a 49.6% upside potential for the stock, while JPMorgan remains 'overweight'.
▪️The company's wholly-owned subsidiary Dixon Display Technologies Pvt. Ltd. (DDTPL) will be converted into a joint venture (JV), with Dixon holding 74% stake & HKC having the remaining 26% of the equity.
▪️Once the transaction is completed, Dixon Display Tech will operate as a JV company, combining its local presence with HKC's international expertise to expand advanced display module production for India's electronics and automotive sectors, the company said in an exchange filing.
▪️The JV will focus on manufacturing, developing and distributing thin-film transistor LCDs, liquid crystal modules and other advanced display modules for notebooks, mobile phones, televisions, automotive displays, industrial applications and monitors.
▪️Dixon Tech said the JV aims to strengthen India's domestic electronics manufacturing, reduce dependence on imports & support the local component ecosystem under the "Make in India" initiative.

Nomura sees 50% upside
1. Brokerage firm Nomura has a 'buy' rating on Dixon Tech with a price target of ₹14,678 per share.
2. It said the backward integration into display modules will drive structural margin tailwind.
3. Dixon Tech's display plant construction is already on track with trials likely from the second quarter of the financial year 2027 & ramp up in the second half of FY27, Nomura said.
4. Within components, display module assembly (10% of bill of material) has healthy double-digit margins and 50 basis points to overall margins for Dixon by FY28, the analyst projected, adding up to 100 basis points later, with full ramp up.
5. The stock currently trades at 30 times its estimated earnings per share for FY28, it added.

JPMorgan 'overweight' on Dixon Tech
1. Meanwhile, JPMorgan is 'overweight' on the stock but has cut its target price to ₹ 13,000 from its previous ₹ 13,700.
2. It said the JV approval increases probability of getting the Vivo JV approval as well.
3. It has estimated incremental EBITDA from the HKC JV into estimates, however cut mobile volumes due to continued headwinds from increasing memory prices. This drives 13-14% EPS cuts over FY27-28, the analyst estimated.
4. JPMorgan said it remains 'overweight' on Dixon Tech as it sees healthy 36% earnings compound annual growth rate (CAGR) over FY26-28 on the back of components foraying through Q Tech & HKC.