Forwarded from FinGrad (by Trade Brains)
Trump is saying that war is ending soon. However, wait for Iran’s reaction as Trump is known to say one thing one day, and another the very next day!
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Date : 2026-03-10
New Technical Chart is published 📈📊
Brainbees Solutions Ltd
Descending Triangle Pattern
BULLISH
https://portal.tradebrains.in/research-reports/technicals-reports
New Technical Chart is published 📈📊
Brainbees Solutions Ltd
Descending Triangle Pattern
BULLISH
https://portal.tradebrains.in/research-reports/technicals-reports
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🛢️Crude sensitive stocks gain 📊
Amid US-Israel-Iran war tensions, ICE Brent Crude Oil futures rose to their highest levels of US$119.44. The futures dropped and are now trading at around $92 (USD/bbl). The reaction was a result of Trump’s comments suggesting the Middle East war was coming to an end soon and his willingness to take control over the Strait of Hormuz, which led to an expectation of ease in the fear of long supply disruptions. Talks between Donald Trump and Russian President Vladimir Putin about easing the sanctions laid on Russian oil, which could result in increased supply.
Complete list of gainers today 👇
🎨Paint Sector
Paint companies use oil derivatives for nearly 50% of their raw material costs. A drop in crude directly expands their gross margins.
🔼Asian Paints Ltd: +2%
🔼Berger Paints India Ltd: +2%
🔼Akzo Nobel India Ltd: +4%
🔼Sirca Paints India Ltd: +2%
✈️ Aviation Sector
Fuel (ATF) accounts for 30-40% of an airline's operating expenses. Lower crude prices are a massive tailwind for profitability.
🔼Interglobe Aviation Ltd: +4%
🔼SpiceJet Ltd: +5%
🛞Tyre & Rubber Sector
Synthetic rubber and carbon black are crude derivatives. Falling oil prices lower the cost of production significantly.
🔼 JK Tyre & Industries Ltd: +3%
🔼MRF Ltd: +2%
🔼Apollo Tyres Ltd: +2%
🔼 TVS Srichakra Ltd: +2%
🛻 Logistics and Transportation Sector
Lower diesel prices directly improve the operating leverage and reduce freight costs for trucking companies.
🔼Great Eastern Shipping Company Ltd: +4%
🔼Transport Corporation of India Ltd: +4%
🔼Shipping Corporation of India Ltd: +3%
🔼Mahindra Logistics Ltd: +2%
🔼Delhivery Ltd: +2%
🚨Flip side:
While the above rise, upstream oil producers usually fall because their realization per barrel drops:
🔻Oil and Natural Gas Corporation Ltd: -1%
🔻Oil India Ltd: -1%
🔻Reliance Industries Ltd: -1%
🔻Hindustan Oil Exploration Company: -7%
🔻Jindal Drilling: -4%
Amid US-Israel-Iran war tensions, ICE Brent Crude Oil futures rose to their highest levels of US$119.44. The futures dropped and are now trading at around $92 (USD/bbl). The reaction was a result of Trump’s comments suggesting the Middle East war was coming to an end soon and his willingness to take control over the Strait of Hormuz, which led to an expectation of ease in the fear of long supply disruptions. Talks between Donald Trump and Russian President Vladimir Putin about easing the sanctions laid on Russian oil, which could result in increased supply.
Complete list of gainers today 👇
🎨Paint Sector
Paint companies use oil derivatives for nearly 50% of their raw material costs. A drop in crude directly expands their gross margins.
🔼Asian Paints Ltd: +2%
🔼Berger Paints India Ltd: +2%
🔼Akzo Nobel India Ltd: +4%
🔼Sirca Paints India Ltd: +2%
✈️ Aviation Sector
Fuel (ATF) accounts for 30-40% of an airline's operating expenses. Lower crude prices are a massive tailwind for profitability.
🔼Interglobe Aviation Ltd: +4%
🔼SpiceJet Ltd: +5%
🛞Tyre & Rubber Sector
Synthetic rubber and carbon black are crude derivatives. Falling oil prices lower the cost of production significantly.
🔼 JK Tyre & Industries Ltd: +3%
🔼MRF Ltd: +2%
🔼Apollo Tyres Ltd: +2%
🔼 TVS Srichakra Ltd: +2%
🛻 Logistics and Transportation Sector
Lower diesel prices directly improve the operating leverage and reduce freight costs for trucking companies.
🔼Great Eastern Shipping Company Ltd: +4%
🔼Transport Corporation of India Ltd: +4%
🔼Shipping Corporation of India Ltd: +3%
🔼Mahindra Logistics Ltd: +2%
🔼Delhivery Ltd: +2%
🚨Flip side:
While the above rise, upstream oil producers usually fall because their realization per barrel drops:
🔻Oil and Natural Gas Corporation Ltd: -1%
🔻Oil India Ltd: -1%
🔻Reliance Industries Ltd: -1%
🔻Hindustan Oil Exploration Company: -7%
🔻Jindal Drilling: -4%
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Date : 2026-03-10
New Technical Chart is published 📈📊
Inventurus Knowledge Solutions Ltd
Double Bottom Pattern
BULLISH
https://portal.tradebrains.in/research-reports/technicals-reports
New Technical Chart is published 📈📊
Inventurus Knowledge Solutions Ltd
Double Bottom Pattern
BULLISH
https://portal.tradebrains.in/research-reports/technicals-reports
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Forwarded from FinGrad (by Trade Brains)
Is Donald Trump Planning to Clear America’s $38 Trillion Debt Using Venezuela and Iran’s Oil?
https://tradebrains.in/is-donald-trump-planning-to-clear-americas-38-trillion-debt-using-venezuela-and-irans-oil/#
https://tradebrains.in/is-donald-trump-planning-to-clear-americas-38-trillion-debt-using-venezuela-and-irans-oil/#
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India’s LPG Supply Shock Explained ⚡
Tensions around the Strait of Hormuz have triggered fears of LPG supply disruptions. India imports approx. 62% of its LPG, and 85–90% of that passes through this chokepoint.
⚠️ Govt invokes Essential Commodities Act:
• 100% LPG supply for households
• Refiners told to divert propane/butane to cooking gas
• Inter-booking period raised to 25 days
💰 Rising Prices:
• Domestic LPG: +₹60/cylinder
• Commercial LPG: +₹114.5
• Global LNG: ~40% spike last week
🔍 Stocks in focus:
🍲QSR/Food Delivery: Commercial LPG supply is likely to take a hit, leading to operational disruptions.
➡️Jubilant FoodWorks Ltd
➡️Westlife Foodworld Ltd
➡️Devyani International Ltd
➡️Speciality Restaurants Ltd
➡️Swiggy Ltd
➡️Eternal Ltd
🛢️Oil Marketing Companies: The refiner companies are supplying the majority of India’s LPG household needs; these companies might face a combination of financial and regulatory challenges.
➡️Indian Oil Corporation Ltd
➡️Bharat Petroleum Corporation Ltd
➡️Hindustan Petroleum Corp Ltd
⚡Gas suppliers: Gas importers, transporters, and distributors are at the center of the crisis, facing both supply disruptions and rising price risks. The Strait of Hormuz closure threatens LNG cargo flows, tightening supplies and reducing transmission volumes across the gas network.
➡️Gail (India) Ltd
➡️Indraprastha Gas Limited
➡️Mahanagar Gas Ltd
🌱Chemicals & Fertilizers: Urea production depends heavily on imported LNG, and Middle East tensions have disrupted supplies after a force majeure on gas deliveries, cutting RLNG allocation to 60% of contracted volumes. This threatens Neem Urea production just as India heads into the summer and upcoming kharif crop cycle, with the country also reliant on imported potash and DAP.
➡️Gujarat Narmada Valley Fertilizers & Chemicals Ltd.
➡️Chambal Fertilisers and Chemicals Ltd
➡️Rashtriya Chemicals and Fertilizers Ltd
➡️Fertilisers And Chemicals Travancore Ltd
➡️Deepak Nitrite Ltd
🏠Consumer Durables: LPG supply restrictions are hitting the consumer durables sector, where gas is a key raw material for refrigerator manufacturing. Suppliers have curbed LPG allocations, creating potential production constraints across the appliance supply chain.
➡️PG Electroplast Ltd
➡️Amber Enterprises India Ltd
➡️LG Electronics India
➡️Voltas Ltd
➡️Blue Star Ltd
Tensions around the Strait of Hormuz have triggered fears of LPG supply disruptions. India imports approx. 62% of its LPG, and 85–90% of that passes through this chokepoint.
⚠️ Govt invokes Essential Commodities Act:
• 100% LPG supply for households
• Refiners told to divert propane/butane to cooking gas
• Inter-booking period raised to 25 days
💰 Rising Prices:
• Domestic LPG: +₹60/cylinder
• Commercial LPG: +₹114.5
• Global LNG: ~40% spike last week
🔍 Stocks in focus:
🍲QSR/Food Delivery: Commercial LPG supply is likely to take a hit, leading to operational disruptions.
➡️Jubilant FoodWorks Ltd
➡️Westlife Foodworld Ltd
➡️Devyani International Ltd
➡️Speciality Restaurants Ltd
➡️Swiggy Ltd
➡️Eternal Ltd
🛢️Oil Marketing Companies: The refiner companies are supplying the majority of India’s LPG household needs; these companies might face a combination of financial and regulatory challenges.
➡️Indian Oil Corporation Ltd
➡️Bharat Petroleum Corporation Ltd
➡️Hindustan Petroleum Corp Ltd
⚡Gas suppliers: Gas importers, transporters, and distributors are at the center of the crisis, facing both supply disruptions and rising price risks. The Strait of Hormuz closure threatens LNG cargo flows, tightening supplies and reducing transmission volumes across the gas network.
➡️Gail (India) Ltd
➡️Indraprastha Gas Limited
➡️Mahanagar Gas Ltd
🌱Chemicals & Fertilizers: Urea production depends heavily on imported LNG, and Middle East tensions have disrupted supplies after a force majeure on gas deliveries, cutting RLNG allocation to 60% of contracted volumes. This threatens Neem Urea production just as India heads into the summer and upcoming kharif crop cycle, with the country also reliant on imported potash and DAP.
➡️Gujarat Narmada Valley Fertilizers & Chemicals Ltd.
➡️Chambal Fertilisers and Chemicals Ltd
➡️Rashtriya Chemicals and Fertilizers Ltd
➡️Fertilisers And Chemicals Travancore Ltd
➡️Deepak Nitrite Ltd
🏠Consumer Durables: LPG supply restrictions are hitting the consumer durables sector, where gas is a key raw material for refrigerator manufacturing. Suppliers have curbed LPG allocations, creating potential production constraints across the appliance supply chain.
➡️PG Electroplast Ltd
➡️Amber Enterprises India Ltd
➡️LG Electronics India
➡️Voltas Ltd
➡️Blue Star Ltd
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Forwarded from FinGrad (by Trade Brains)
Many will go to energy crisis if the war persists for a month or more!!
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Reliance heads to the US for a historic refinery project 🚨🚧
🔍Donald Trump announced a $300 Bn plan to build the first new U.S. oil refinery in 50 years at the Port of Brownsville, Texas, with backing from India’s energy giant Reliance Industries.
⛽ The refinery, led by America First Refining, aims to boost U.S. energy production, strengthen national security, and power global exports—while creating thousands of jobs and billions in economic impact.
🚧 Construction is expected to begin in Q2 2026, marking one of the biggest energy investments in U.S. history.
🌍 The announcement comes amid rising geopolitical tensions and supply risks around the Strait of Hormuz, a route that carries ~20% of the world’s oil supply.
🔍Donald Trump announced a $300 Bn plan to build the first new U.S. oil refinery in 50 years at the Port of Brownsville, Texas, with backing from India’s energy giant Reliance Industries.
⛽ The refinery, led by America First Refining, aims to boost U.S. energy production, strengthen national security, and power global exports—while creating thousands of jobs and billions in economic impact.
🚧 Construction is expected to begin in Q2 2026, marking one of the biggest energy investments in U.S. history.
🌍 The announcement comes amid rising geopolitical tensions and supply risks around the Strait of Hormuz, a route that carries ~20% of the world’s oil supply.
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💧 Here’s why you should add water & waste management stocks to your watchlist! 📊
Irrigation & water infrastructure stocks surged after the Union Cabinet cleared ₹8.7 lakh crore worth of infrastructure initiatives, including Jal Jeevan Mission 2.0. The revamped rural drinking water programme will now run until 2028, aiming for 100% tap water coverage for ~19.36 crore rural households.
📈 Top gainers:
• Ems Ltd 🔼 20% to 311
• Denta Water and Infra Solutions 🔼 20% to 272
• Shakti Pumps (India) Ltd. 🔼 18.5% to ₹580
• Jain Irrigation Systems Ltd. 🔼 8.5% to ₹35
• Prince Pipes and Fittings Ltd. 🔼 6.8% to ₹265
• NCC Limited 🔼 3.9% to ₹150
🚰 What’s new in Phase 2?
• Focus shifts from building infrastructure to reliable water delivery & sustainability
• Launch of “Sujalam Bharat," a digital platform mapping village water infra
• Each village gets a “Sujal Gaon ID” to track water supply from source → tap
• Community participation through “Jal Arpan” & “Jal Utsav” initiatives
📊 Since its launch in 2019, the program has already spent ₹3.6 lakh crore and achieved ~81% rural tap-water coverage. More allocations in the next phase could mean steady order flows for pumps, pipes & EPC players. 📈
🔍Looking to invest in India’s growing water economy? Check out our smallcase portfolio focused on the leading water & waste management players. https://tradebrainsportal.smallcase.com/smallcase/TDBNNM_0003
Irrigation & water infrastructure stocks surged after the Union Cabinet cleared ₹8.7 lakh crore worth of infrastructure initiatives, including Jal Jeevan Mission 2.0. The revamped rural drinking water programme will now run until 2028, aiming for 100% tap water coverage for ~19.36 crore rural households.
📈 Top gainers:
• Ems Ltd 🔼 20% to 311
• Denta Water and Infra Solutions 🔼 20% to 272
• Shakti Pumps (India) Ltd. 🔼 18.5% to ₹580
• Jain Irrigation Systems Ltd. 🔼 8.5% to ₹35
• Prince Pipes and Fittings Ltd. 🔼 6.8% to ₹265
• NCC Limited 🔼 3.9% to ₹150
🚰 What’s new in Phase 2?
• Focus shifts from building infrastructure to reliable water delivery & sustainability
• Launch of “Sujalam Bharat," a digital platform mapping village water infra
• Each village gets a “Sujal Gaon ID” to track water supply from source → tap
• Community participation through “Jal Arpan” & “Jal Utsav” initiatives
📊 Since its launch in 2019, the program has already spent ₹3.6 lakh crore and achieved ~81% rural tap-water coverage. More allocations in the next phase could mean steady order flows for pumps, pipes & EPC players. 📈
🔍Looking to invest in India’s growing water economy? Check out our smallcase portfolio focused on the leading water & waste management players. https://tradebrainsportal.smallcase.com/smallcase/TDBNNM_0003
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Here’s why Happiest Minds surged 30% in 2 sessions! 🚀
The stock continued its stellar run today, with shares gaining another 11% in intraday trade. Over the last two sessions, the stock has surged nearly 30% following the upgrade of its FY27 growth guidance. This surge saw the market capitalisation gain over Rs 1,200 crore, currently standing at approximately Rs 6,491 crore.
Here is why the momentum is shifting:
🔍FY27 revenue growth guidance raised to 12.5% (constant currency) from 10%.
🔍The company targets 15% revenue growth in FY28.
🔍Upgrade driven by strong sales pipeline and higher-than-expected traction.
🔍On February 10, 2026, the company launched its 11th strategic initiative, "AI-First." This initiative reorients the entire operating model and client engagement strategy around AI, building on the success of its Generative AI Business Services (GBS).
🔍 As of February 2026, the company generates over $260 million in annualized revenue from AI services and serves 290+ clients, including 85+ billion-dollar companies.
🔍Management reports rapid acceleration and robust adoption of AI across key sectors, including financial services, healthcare, hi-tech, and manufacturing.
The stock continued its stellar run today, with shares gaining another 11% in intraday trade. Over the last two sessions, the stock has surged nearly 30% following the upgrade of its FY27 growth guidance. This surge saw the market capitalisation gain over Rs 1,200 crore, currently standing at approximately Rs 6,491 crore.
Here is why the momentum is shifting:
🔍FY27 revenue growth guidance raised to 12.5% (constant currency) from 10%.
🔍The company targets 15% revenue growth in FY28.
🔍Upgrade driven by strong sales pipeline and higher-than-expected traction.
🔍On February 10, 2026, the company launched its 11th strategic initiative, "AI-First." This initiative reorients the entire operating model and client engagement strategy around AI, building on the success of its Generative AI Business Services (GBS).
🔍 As of February 2026, the company generates over $260 million in annualized revenue from AI services and serves 290+ clients, including 85+ billion-dollar companies.
🔍Management reports rapid acceleration and robust adoption of AI across key sectors, including financial services, healthcare, hi-tech, and manufacturing.
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🔥 LPG worries are heating up appliance stocks despite volatile markets!
Amid supply concerns after tensions around the Strait of Hormuz linked to the Iran conflict, demand for electric cooking alternatives is surging.
📈 Market reaction:
• TTK Prestige: +12%
• Butterfly Gandhimathi Appliances: +8%
• Stove Kraft: +8%
🚆 Adding fuel to the shift, Indian Railway Catering and Tourism Corporation has asked station caterers to move toward induction and microwave cooking amid LPG uncertainty.
🛢️ India consumes ~31.3M tonnes of LPG annually, with ~62% imported, and 85–90% of imports passing through Hormuz.
⚡ With panic buying already pushing induction cooker sales up nearly 3x in some markets, electric kitchen appliance makers may stay on investors’ radar if supply concerns persist.
Amid supply concerns after tensions around the Strait of Hormuz linked to the Iran conflict, demand for electric cooking alternatives is surging.
📈 Market reaction:
• TTK Prestige: +12%
• Butterfly Gandhimathi Appliances: +8%
• Stove Kraft: +8%
🚆 Adding fuel to the shift, Indian Railway Catering and Tourism Corporation has asked station caterers to move toward induction and microwave cooking amid LPG uncertainty.
🛢️ India consumes ~31.3M tonnes of LPG annually, with ~62% imported, and 85–90% of imports passing through Hormuz.
⚡ With panic buying already pushing induction cooker sales up nearly 3x in some markets, electric kitchen appliance makers may stay on investors’ radar if supply concerns persist.
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Market analysis for Tomorrow:
https://youtu.be/eKw0WGf07RM
https://youtu.be/eKw0WGf07RM
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