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Novartis India – Ownership Exit, Market Repricing

Novartis India hit the 20% upper circuit after its Swiss parent, Novartis AG, announced the sale of its entire 70.68% stake to a consortium of investors.

This is not a routine transaction.
This is a full ownership shift.

Whenever a global parent exits a listed subsidiary, markets react sharply — not just to the deal size, but to what the change in control may imply for future strategy, governance, and capital allocation.

The stake sale is reportedly agreed at ₹860.64 per share, while the market price moved significantly higher. This gap itself explains the aggressive price discovery and speculative interest.

In my view, this move is driven more by event-based positioning than by core earnings fundamentals.

The next question is crucial:
Will the new investor group unlock operational value — or will this remain a short-term corporate action spike?

Upper circuits attract momentum traders.
Sustained value creation attracts long-term capital.

Which side do you think this will fall on?
Tourism Finance Corporation of India

Buy: ₹78.35
Target: ₹90
Upside Potential: ~15%
Stop Loss: ₹73
Tourism Finance Corporation of India is displaying strong bullish momentum after delivering a decisive breakout above the ₹76 resistance zone on the daily chart. The breakout was accompanied by a sharp surge in trading volumes, indicating genuine buying interest and participation from market players.
Technically, the stock is trading comfortably above its 9, 15, and 21 EMAs, reflecting sustained short-term trend strength. At the same time, the 200 EMA remains positively sloped, confirming that the broader trend structure continues to stay in an uptrend.
Momentum indicators further support the bullish bias. The RSI is hovering near 69, signalling strong momentum while still staying below extreme overbought territory — suggesting there is room for further upside.

Price structure also remains constructive, with the formation of consistent higher highs and higher lows, reinforcing trend continuation potential.

As long as the stock sustains above the breakout zone, the setup favors further upside towards ₹90, while ₹73 should be maintained as a disciplined stop-loss level to manage risk.

Disclaimer: This is for educational purposes only and not a recommendation to buy or sell securities.
Cummins India – Breakout Backed by Structure

Cummins India has delivered a clean breakout above the ₹4,720 resistance zone, and in my view, this is not just a random spike. The breakout is supported by expanding volumes, which suggests genuine participation rather than short covering.

The stock is trading comfortably above its 9, 15, and 21 EMAs — signalling strong short-term alignment — while the positively sloping 200 EMA confirms that the broader long-term structure remains intact.

Momentum indicators are also supportive. ADX near 36 reflects a strengthening trend environment. RSI around 75 indicates powerful upside momentum, though it is approaching overbought territory. This means strength is evident, but short-term consolidation cannot be ruled out.

The consistent formation of higher highs and higher lows further supports the bullish structure.

From a risk-reward perspective:
Buy around ₹4,885
Target: ₹5,380
Stop-loss: ₹4,600
As long as price sustains above the breakout zone, continuation toward the target remains possible. However, a close below ₹4,600 would weaken the setup.
In my assessment, the structure supports further upside — provided momentum sustains.
What’s your view?
Do you think this breakout has the strength to continue, or is a short-term pullback more likely?
Polycab India – Multi-Month Breakout Setup

Polycab has broken above the ₹7,600–₹7,700 resistance zone, a level that capped the stock multiple times earlier. Between Oct–Dec 2024, it formed a double top near ₹7,600 and corrected sharply, eventually finding a base around ₹4,560.

Since then, the structure has steadily improved with higher highs and higher lows. The recent move suggests a fresh breakout attempt and potential continuation.

Momentum & Strength:

• Daily MACD is bullish and above its signal line
• Histogram expansion indicates strengthening upside momentum
• RSI has formed a fresh 14-period high with no negative divergence
• RS line has made a new high and is above its 50-period MA
• Positioned in the leading quadrant on RRG, indicating relative outperformance

Trade Setup:

Buy above: ₹8,120
Target: ₹8,600
Stop-loss: ₹7,880

A sustained move above ₹8,120 could open the path toward ₹8,600.
A close below ₹7,880 would weaken the current breakout structure.

In my view, structure, momentum, and relative strength are aligned — but follow-through above the breakout zone will be crucial.

Do you think this breakout sustains, or do we see a retest first?
Bandhan Bank – Breakout After Double Bottom

Bandhan Bank has rebounded strongly after forming a double bottom near ₹136 last month. The stock has now crossed above its 50-day, 100-day and 200-day moving averages, indicating a shift in underlying trend.

Recently, price broke out above the horizontal resistance zone near ₹174, backed by increased volumes. The move suggests fresh buying interest and improving structure.

Momentum Confirmation:

• RSI has broken out from its trendline, signalling strengthening momentum
• PSAR remains in buy mode
• Price action supported by rising volumes

The breakout from ₹174 opens room for further upside if sustained.

Trade Setup:

Buy range: ₹177–₹178
Target: ₹186
Stop-loss: ₹171

As long as price holds above the breakout level, the structure remains constructive. A move below ₹171 would weaken the setup.

In my view, the double-bottom formation followed by a resistance breakout improves the risk-reward profile.

Do you see continuation toward ₹186, or does this need a pullback before moving higher?
D-Street NewsMakers: Top Movers Today

Indian markets ended slightly positive, supported by strength in IT & auto stocks, while financials, FMCG and energy capped gains.

Sensex: +0.06%
Nifty: +0.23%
Concord Biotech

Concord Biotech surged 17% today 📈

Stock jumped to ₹1,260 on NSE amid strong buying in pharma counters.

• +₹183.90 move
• 1.14 crore shares traded
• Heavy volume participation
Momentum-driven rally or sector re-rating?
Lloyds Metals & Energy

Lloyds Metals gained 7.2%

Closed at ₹1,248 after Nomura reportedly initiated coverage with a ‘Buy’ rating.

Brokerage sees ~37% upside from previous close.

Is this institutional accumulation phase?
Schaeffler India

Schaeffler India +4% after strong Q3 results

• Net profit +36% YoY (₹322 crore)
• Revenue +28% (₹2,724 crore)
• ₹35 dividend announced
Earnings-backed rally with cash return trigger.
Sustainable move?
NEWSMAKERS OF D-STREET

India’s benchmark indices ended largely unchanged in a volatile session.

• Nifty edged up 0.06% to 25,496.55
• Sensex slipped 0.03% to 82,248.61
Financial stocks capped gains, particularly HDFC Bank.
XTGLOBAL INFOTECH

Shares surged 20% to hit upper circuit at ₹33.63 on the NSE.

Trigger:
The company was selected for an AI Enablement for Engineering Services engagement by a US-based State Transportation Agency.
• Initial contract value: ~$796,900
• Duration: 6 months

Small-cap + AI theme + US contract = momentum-driven spike.
Question:
Can execution scale beyond pilot size?
TEJAS NETWORKS
Stock rallied up to 10% to ₹349 on the BSE.

Reason:
Signed agreement with NEC Corporation to manufacture and supply 5G massive MIMO radios.

Impact:
• Strategic global collaboration
• 5G infra exposure
• Snapped 4-day losing streak

This is sector re-rating territory if order inflow sustains.
SANOFI CONSUMER HEALTHCARE

Shares gained 14.5% to ₹4,586.

Driver:
Reported 50% YoY jump in Q4 net profit to ₹66.5 crore.
Earnings-led rally with margin expansion signal.

Is this one quarter spike or structural improvement?
ANGEL ONE

Stock appeared to plunge ~90% in one session — but this was technical.

Reason:
1:10 stock split adjustment on record date.
• Previous close: ₹2,489.90
• Adjusted opening: ₹251

No value destruction — purely arithmetic price reset.
Important reminder:
Always verify corporate actions before reacting to price charts.
HOME FIRST FINANCE

Stock declined nearly 6% to ₹1,176.

Trigger:
Likely block deal involving 5.4% equity (~₹662 crore).
Block executed at ₹1,179 per share (5.5% discount).

Institutional exit or portfolio reshuffle?

Discount pricing explains pressure.