@t.me/MonePlan | May2026 Auto Sales Preview
1. PV -Likely to log double-digit Vol growth supported by better affordability, new products and adequate financing availability
2. 2W - Volume shall expand in strong double digits on a low base in May 26 | Growth supported by better affordability, marriage season demand & adequate financing availability
3. Tractors- Volumes to continue uptrend in May-26 | Better affordability, improved rural liquidity & adequate financing availability to support growth
4. CV -Likely to grow in single digit in May-26 (over 10% YoY in domestic market) | Growth has moderated in comparison with H2FY26 owing to some impact on transporter sentiment due to uncertainties relating to freight availability & higher fuel prices
1. PV -Likely to log double-digit Vol growth supported by better affordability, new products and adequate financing availability
2. 2W - Volume shall expand in strong double digits on a low base in May 26 | Growth supported by better affordability, marriage season demand & adequate financing availability
3. Tractors- Volumes to continue uptrend in May-26 | Better affordability, improved rural liquidity & adequate financing availability to support growth
4. CV -Likely to grow in single digit in May-26 (over 10% YoY in domestic market) | Growth has moderated in comparison with H2FY26 owing to some impact on transporter sentiment due to uncertainties relating to freight availability & higher fuel prices
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | PTC Industries Ltd.
๐๐ฟ Goldman Sachs on PTC Industries | Buy call, target price at โน 25,770 per/share. Sees strong earnings ramp-up post FY29, strong earnings driven by existing contracts & capacity additions through FY27. Capacity expansion in metals & castings progressing.
Brokerages Views on Various Sectors & Stocks | PTC Industries Ltd.
๐๐ฟ Goldman Sachs on PTC Industries | Buy call, target price at โน 25,770 per/share. Sees strong earnings ramp-up post FY29, strong earnings driven by existing contracts & capacity additions through FY27. Capacity expansion in metals & castings progressing.
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Brokerages Views on Various Sectors & Stocks | Asian Paints Ltd.
๐๐ฟ Jefferies on Asian Paints | Buy call, target price at โน 3,300 per/share. Domestic volume growth hit 12-quarter high, EBITDA growth strong at 24% YoY.
๐๐ฟ HSBC maintains 'Hold' ratings on Asian Paints with target price of โน 2,550.
๐๐ฟ Macquarie maintains 'Buy' ratings on Asian Paints with target price of โน 3,000.
๐๐ฟ Jefferies maintains 'Buy' ratings on Asian Paints with target price of โน 3,300.
Brokerages Views on Various Sectors & Stocks | Asian Paints Ltd.
๐๐ฟ Jefferies on Asian Paints | Buy call, target price at โน 3,300 per/share. Domestic volume growth hit 12-quarter high, EBITDA growth strong at 24% YoY.
๐๐ฟ HSBC maintains 'Hold' ratings on Asian Paints with target price of โน 2,550.
๐๐ฟ Macquarie maintains 'Buy' ratings on Asian Paints with target price of โน 3,000.
๐๐ฟ Jefferies maintains 'Buy' ratings on Asian Paints with target price of โน 3,300.
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Brokerages Views on Various Sectors & Stocks | Cummins Ltd.
๐๐ฟ Citi on Cummins | Buy call, target price at โน 6,700 per/share. PAT beat driven by data centre deliveries, non-data centre demand remains resilient.
๐๐ฟ Jefferies maintains 'Buy' ratings on Cummins India with target price of โน 7,100.
๐๐ฟ Macquarie maintains 'Outperform' ratings on Cummins India with target price of โน 5,750.
๐๐ฟ Goldmans Sachs maintains 'Sell' ratings on Cummins India with target price of โน 3,980.
๐๐ฟ HSBC maintains 'Buy' ratings on Cummins India with target price of โน 6,500.
Brokerages Views on Various Sectors & Stocks | Cummins Ltd.
๐๐ฟ Citi on Cummins | Buy call, target price at โน 6,700 per/share. PAT beat driven by data centre deliveries, non-data centre demand remains resilient.
๐๐ฟ Jefferies maintains 'Buy' ratings on Cummins India with target price of โน 7,100.
๐๐ฟ Macquarie maintains 'Outperform' ratings on Cummins India with target price of โน 5,750.
๐๐ฟ Goldmans Sachs maintains 'Sell' ratings on Cummins India with target price of โน 3,980.
๐๐ฟ HSBC maintains 'Buy' ratings on Cummins India with target price of โน 6,500.
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Brokerages Views on Various Sectors & Stocks | NMDC Ltd.
๐๐ฟ Goldman Sachs maintains 'Sell' ratings on NMDC with target price of โน 84.
Goldman Sachs Bearish
๐๐ฟ Goldman Sachs has a "sell" rating on NMDC with a price target of โน84 apiece, indicating a downside of 5% from its previous close.
๐๐ฟ NMDC's hot rolled coil (HRC) sales (from NMDC Steel) surged during the fourth quarter, recording a revenue of โน 2,950 Cr from โน 102 Cr in the previous year & โน 740 Cr in the prior quarter.
๐๐ฟ Brokerage added that NMDC's iron ore segment sales volume was at 15.3 MT, in-line with its estimates. However, blended realisation was 4.1% higher than its estimates.
๐๐ฟ Company's EBITDA/tonne of iron ore sales were at โน 1,728, almost in-line with Goldman Sachs' estimate of โน 1,732.
๐๐ฟ Receivables surged 18.8% from last year โน9,210 crore mainly due to a build up from NMDC Steel & Rashtriya Ispat Nigam Ltd. (RINL), the brokerage added.
Brokerages Views on Various Sectors & Stocks | NMDC Ltd.
๐๐ฟ Goldman Sachs maintains 'Sell' ratings on NMDC with target price of โน 84.
Goldman Sachs Bearish
๐๐ฟ Goldman Sachs has a "sell" rating on NMDC with a price target of โน84 apiece, indicating a downside of 5% from its previous close.
๐๐ฟ NMDC's hot rolled coil (HRC) sales (from NMDC Steel) surged during the fourth quarter, recording a revenue of โน 2,950 Cr from โน 102 Cr in the previous year & โน 740 Cr in the prior quarter.
๐๐ฟ Brokerage added that NMDC's iron ore segment sales volume was at 15.3 MT, in-line with its estimates. However, blended realisation was 4.1% higher than its estimates.
๐๐ฟ Company's EBITDA/tonne of iron ore sales were at โน 1,728, almost in-line with Goldman Sachs' estimate of โน 1,732.
๐๐ฟ Receivables surged 18.8% from last year โน9,210 crore mainly due to a build up from NMDC Steel & Rashtriya Ispat Nigam Ltd. (RINL), the brokerage added.
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Brokerages Views on Various Sectors & Stocks | Indian Banks
๐๐ฟ HSBC On India Banks | Middle East conflict are likely to impact loan growth outlook.
Brokerages Views on Various Sectors & Stocks | Indian Banks
๐๐ฟ HSBC On India Banks | Middle East conflict are likely to impact loan growth outlook.
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Brokerages Views on Various Sectors & Stocks | Cello World Ltd.
๐๐ฟ Investec maintains 'Sell' ratings on Cello World with target price of Rs 515.
Brokerages Views on Various Sectors & Stocks | Cello World Ltd.
๐๐ฟ Investec maintains 'Sell' ratings on Cello World with target price of Rs 515.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell๐ Updates 1st June 2026
๐ข Market opens higher, all major indices are in the green.
๐ข Nifty above 23,650 with InterGlobe Aviation, Asian Paints, Infosys, TCS being the top gainers
๐ข All Sectoral indices open in the green, NiftyIT is the top gainer
๐ข Market breadth in the favour of advances, NSE advance-decline ratio at 3:1
Indian Markets Morning Opening Bell๐ Updates 1st June 2026
๐ข Market opens higher, all major indices are in the green.
๐ข Nifty above 23,650 with InterGlobe Aviation, Asian Paints, Infosys, TCS being the top gainers
๐ข All Sectoral indices open in the green, NiftyIT is the top gainer
๐ข Market breadth in the favour of advances, NSE advance-decline ratio at 3:1
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"Financial Morning Thought to Start the Fresh New Trading Day"
"Financial Morning Thought to Start the Fresh New Trading Day"
S๐บ๐ฎ๐ฟ๐ ๐๐ป๐๐ฒ๐๐๐ถ๐ป๐ด ๐ฆ๐๐ฎ๐ฟ๐๐ ๐ก๐ผ๐ โ ๐ข๐ฝ๐ฒ๐ป ๐ฌ๐ผ๐๐ฟ ๐ง๐ฟ๐ฎ๐ฑ๐ถ๐ป๐ด ๐/๐ฐ ๐ง๐ผ๐ฑ๐ฎ๐!
Dear All | Stock markets are moving up & showing signs of recoveryโthis is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Donโt miss this opportunity to position yourself ahead of the uptrend. Letโs get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
๐ฅ๐ฎ๐ท๐ฒ๐๐ต ๐ก๐ฎ๐ถ๐ฟ @ ๐ ๐ผ๐ป๐ฒ๐ฃ๐น๐ฎ๐ป ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐
๐ ๐ผ๐ฏ. ๐ณ๐ฑ๐ฌ๐ฒ๐ฎ๐ฒ๐ฑ๐ฏ๐ฒ๐ฑ | ๐๐ ๐ฎ๐ถ๐น ๐ฟ๐ฎ๐ท๐ฒ๐๐ต๐ป๐ฎ๐ถ๐ฟ๐ณ๐ฎ@๐ด๐บ๐ฎ๐ถ๐น.๐ฐ๐ผm
Dear All | Stock markets are moving up & showing signs of recoveryโthis is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Donโt miss this opportunity to position yourself ahead of the uptrend. Letโs get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
๐ฅ๐ฎ๐ท๐ฒ๐๐ต ๐ก๐ฎ๐ถ๐ฟ @ ๐ ๐ผ๐ป๐ฒ๐ฃ๐น๐ฎ๐ป ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐
๐ ๐ผ๐ฏ. ๐ณ๐ฑ๐ฌ๐ฒ๐ฎ๐ฒ๐ฑ๐ฏ๐ฒ๐ฑ | ๐๐ ๐ฎ๐ถ๐น ๐ฟ๐ฎ๐ท๐ฒ๐๐ต๐ป๐ฎ๐ถ๐ฟ๐ณ๐ฎ@๐ด๐บ๐ฎ๐ถ๐น.๐ฐ๐ผm
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GIFT Nifty Morning Opening Updates | GIFT Nifty lower tracking global cues, trading at a discount of nearly 160 points from Nifty Futures Monday's close, indicates a gap-down start for the Indian market.
GIFT Nifty Morning Opening Updates | GIFT Nifty lower tracking global cues, trading at a discount of nearly 160 points from Nifty Futures Monday's close, indicates a gap-down start for the Indian market.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
FII's Vs DII's Daily Activity Track for 1st June 2026
โ๏ธ Foreign Institutional Investors (FII's) were net sellers of โน 3,912 Crore, while Domestic Institutional Investors (DII's) were net buyers of โน 5,109 Crore.
โ๏ธ This activity marks the fourth consecutive session of FII selling, contributing to a cumulative outflow of approximately โน 28,468 Crore over the past week.
โ๏ธ The DII buying absorbed the entire FII sell-off & added additional liquidity, a pattern that has defined the market throughout 2026.
โ๏ธ Total FII Outflow: FIIs have net sold approximately โน2.0 to โน2.2 Lakh Crore (โน2.0โ2.2 trillion) in the cash segment since January 1, 2026.
โ๏ธ DII Support | In contrast, DII's have been consistent net buyers, purchasing shares worth over โน 3.2 Lakh Crore year-to-date, effectively cushioning the market from a deeper correction caused by the foreign exodus.
FII's Vs DII's Daily Activity Track for 1st June 2026
โ๏ธ Foreign Institutional Investors (FII's) were net sellers of โน 3,912 Crore, while Domestic Institutional Investors (DII's) were net buyers of โน 5,109 Crore.
โ๏ธ This activity marks the fourth consecutive session of FII selling, contributing to a cumulative outflow of approximately โน 28,468 Crore over the past week.
โ๏ธ The DII buying absorbed the entire FII sell-off & added additional liquidity, a pattern that has defined the market throughout 2026.
โ๏ธ Total FII Outflow: FIIs have net sold approximately โน2.0 to โน2.2 Lakh Crore (โน2.0โ2.2 trillion) in the cash segment since January 1, 2026.
โ๏ธ DII Support | In contrast, DII's have been consistent net buyers, purchasing shares worth over โน 3.2 Lakh Crore year-to-date, effectively cushioning the market from a deeper correction caused by the foreign exodus.