@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Chemicals Sector 🟢 (Positive Outlook)
👉🏿 Jefferies on Chemicals | Innovators are guiding for flat rev YoY in CY25 with pricing pressure in LATAM. Chinese Agchem exports are elevated; crop prices are mixed. Prefer PI, NFIL based on strong growth visibility & expected pick-up in Pharma.

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Brokerages Views on Various Sectors & Stocks | IT Sector 🟢 (Positive Outlook)
👉🏿 HSBC on IT | IT Companis saw a dip in cash conversion in FY25 with mid-tier performance. Sector leader, TCS, has seen a steady decline in cash conversion. Coforge & Persistent Systems remain weakest.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Glenmark Pharma Ltd. 🟢 (Positive Outlook)
👉🏿 HSBC's buy call on Glenmark Pharma | Target price at ₹ 1,720 per/share, believe India & US biz (56% of FY25 sales) have bottomed out & expect better growth ahead.

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Brokerages Views on Various Sectors & Stocks | Brainbees Ltd. 🟢 (Positive Outlook)
👉🏿 MorganStanley's overweight call on Brainbees | Target price at ₹ 574 per/share, top line missed estimates across businesses, except for Brainbees. HomeBrands share in India GMV stood at 55% in FY25 vs 37% in FY20.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Fusion Finance Ltd. 🟢 (Positive Outlook)
👉🏿 CLSA's underperform call on Fusion Finance | Target price at ₹ 155 per/share, management expects Q1 disbursal trend to be similar to Q4FY25. Write-offs were 3x of CreditAccess. For now, build 7% AUM growth & 6% credit cost for FY26.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Garden Reach Shipbuilders & Engineers | The order, worth $21 million (nearly ₹ 180 crore), from the Directorate General Defence Purchase, Ministry of Defence, Bangladesh has been cancelled.
2. InterGlobe Aviation | Co-founder Rakesh Gangwal & a promoter entity are planning to offload up to a 3.4% stake in the company for nearly ₹ 6,833 Crore via open market transactions.
3. PG Electroplast | Promoter group to sell 1.59 Crore shares (5.6%) via block on May 27. The offer price for the same is ₹ 740, which is a 4% discount on the current market price. The offer size is ₹ 1,177 crore.
4. Sagility India | Promoter plans to sell 15.02% stake in the company via offer for sale at floor price ₹ 38 per share which is 11.6% discount to current market price. Following this, promoters' shareholding will reduce to 67.4%.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Thirumalai Chemicals | The board is to meet on May 29 to consider raising funds worth ₹ 100 Crore via non-convertible debentures.
2. Adani Ports | Company incorporated “East Africa Ports FZCO”, a wholly owned subsidiary on May 26, 2025.
3. Centrum Capital | Board approved issue price of ₹ 28.52 per warrant for Preferential Issue. Board approved the Issue of ₹ 200 Crore convertible warrants to promoter JBCG advisory services.
4. Dabur India | Board approved Scheme of Amalgamation of Sesa care with the company.
5. KEI Industries | Delhi High Court quashes tax demand order of ₹ 59 Crore.

@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Rupee Vs U.S. Dollar | 26th May 2025
✔️ Rupee opens at ₹ 85.15/$ vs Monday’s close of ₹ 85.09/$.
✔️ The Indian rupee strengthened by 12 paise to close at 85.1 against the US dollar on Monday amid various global & domestic economic factors influencing the currency markets.

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🎙 Market Experts Views & Voices | Ben Powell of BlackRock Investment Institute Talks
✔️ Remain overweight on US equities, would look at selective EM allocation beyond US equities. Investors should learn to live with the geopolitical uncertainties.
✔️ Like India & believe its on the right side to benefit from tech shit & other tailwinds, says Ben Powell of BlackRock Investment Institute.

@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Olectra Greentech Ltd.
✔️ Shares of electric bus manufacturer Olectra Greentech Ltd. will be in focus on Tuesday, May 27, after Maharashtra's Transport Minister, Pratap Sarnaik directed officials to cancel the tender order awarded to the company for failing to meet delivery timelines.
✔️ The decision was taken on Monday evening during a meeting held at the Maharashtra State Road Transport Corporation (MSRTC) headquarters.
✔️ The minister further wrote that a revised schedule was given to Olectra for the supply of 1,000 buses by May 22, but not a single bus was delivered, raising doubts over the future delivery of the buses by the company.
✔️ Olectra Greentech, on July 7, 2023, had announced that a consortium of Olectra & Evey Trans Pvt. Ltd. was awarded a Letter of Intent (LoI) for the supply of 5,150 electric buses from the MSRTC. The order was valued at nearly ₹ 10,000 Crore & the contract period was for 12 years.