Friday, 31 October 2025

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

BREAKING NEWS : SEBI Notifies new rules for NIFTY BANK

INDEX will need minium 14 constituents

The weight of the top constituentwill now be capped at 20%vs 33% currently.

The combined weight of the top three constituentscannot exceed 45%vs 62% currently.

The top three constituents(HDFC Bank, ICICI Bank, and SBI) will see a gradual weight reduction across four tranches

Yes Bank , Indian Bank, Union Bank and Bank of India can be 4 new candidates for inclusion

Adjustment to be done in 4 tranches till March 31, 2026

First Adjustment to be done in Dec 2025
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

विमलश्री सुप्रभातम,

@StockArthi

नैस्डैक की रिकॉर्ड बढ़त पर विराम लगने से अमेरिकी शेयरों में राहत की लहर दौड़ गई। एआई पर बढ़ते खर्च की चिंताओं के चलते नैस्डैक में गिरावट का कारण MAG SEVEN के घटक मेटा और MSFT रहे। डॉव 0.23% गिरा, S&P 0.99% गिरा, नैस्डैक सबसे ज़्यादा 1.58% गिरा और स्मॉल कैप रसेल 2000 0.76% गिरकर बंद हुआ।

अमेरिकी डॉलर इंडेक्स 99.50 के पार बढ़ता रहा, 10 साल के यील्ड में भी कुछ सुधार हुआ और यह 4.10% के करीब पहुँच गया और CBOE VIX लगभग अपरिवर्तित 16.90 पर बंद हुआ।

अमेरिका-चीन व्यापार समझौते के पूरा होने की उम्मीद के बावजूद कच्चे तेल के वायदा भाव लगभग स्थिर रहे। WTI 60.30 के करीब और ब्रेंट 64.70 के करीब कारोबार कर रहा था।

फेडरल रिज़र्व बैंक की बैठक के बाद भारतीय बाजार गिरावट के साथ बंद हुए, जहाँ अध्यक्ष ने दिसंबर में ब्याज दरों में कटौती को लेकर अनिश्चितता के संकेत दिए। डॉलर के मुकाबले रुपये में भारी गिरावट और विदेशी पोर्टफोलियो निवेशकों (एफपीआई) की बिकवाली के फिर से शुरू होने से भी बाजार में गिरावट आई। सेंसेक्स 593 अंक गिर गया जबकि निफ्टी 176 अंक गिरकर बंद हुआ। पूंजीगत वस्तुओं और रिफाइनरी शेयरों को छोड़कर अधिकांश क्षेत्रों में मुनाफावसूली के कारण कीमतों में गिरावट देखी गई।

कमजोर वॉल स्ट्रीट संकेत, प्रतिकूल मैक्रो-स्थितियाँ निकट भविष्य में सूचकांकों के सर्वकालिक उच्च स्तर की ओर बढ़ने की गति को धुंधला कर सकती हैं और दलाल स्ट्रीट पर शेयर-विशिष्ट गतिविधियाँ व्यापार व्यवस्था पर हावी रह सकती हैं। प्रतिभागी प्रबंधनीय स्थिति बनाए रख सकते हैं क्योंकि एक छोटे से समेकन के बाद सूचकांक अगले कुछ हफ़्तों के व्यापार में सर्वकालिक उच्च स्तर तक पहुँचने के लिए गति प्राप्त कर सकते हैं, हालाँकि, रोटेशनल पूर्वाग्रह वाला शेयर-विशिष्ट व्यापार निकट भविष्य के लिए स्मार्ट ट्रेड बना हुआ है।

(सुबह 3.02 बजे IST)

વિમલશ્રી સુપ્રભાતમ,

@StockArthi

નાસ્ડેકના રેકોર્ડ શેરબજારમાં ઘટાડો થતાં યુએસ શેરબજારોએ રાહતનો શ્વાસ લીધો. MAG SEVEN ઘટકો, Meta અને MSFT એ AI પર ખર્ચ વધવાની ચિંતામાં Nasdaq ના ઘટાડાનું નેતૃત્વ કર્યું. ડાઉ 0.23% ઘટ્યો, S&P 0.99% ઘટ્યો, Nasdaq સૌથી વધુ 1.58% ઘટ્યો અને સ્મોલ કેપ રસેલ 2000 0.76% ઘટ્યો.

USD ઇન્ડેક્સ 99.50 ને પાર કરીને વધુ ઉંચો ચાલવાનું ચાલુ રાખ્યું, 10 વર્ષની ઉપજમાં પણ 4.10% ની નજીક જઈને થોડું વજન ઉમેર્યું અને Cboe vix લગભગ યથાવત 16.90 પર બંધ થયો.

યુએસ ચીન વેપાર સોદો પૂર્ણ થવાના આશાવાદ છતાં ક્રૂડ ફ્યુચર્સ લગભગ સપાટ ટ્રેડ થયા. WTI 60.30 ની નજીક, બ્રેન્ટ 64.70 ની નજીક ટ્રેડ થયો.

FED મીટ પછી ભારતીય બજારો નીચા સ્તરે બંધ થયા જ્યાં અધ્યક્ષે ડિસેમ્બરના દર ઘટાડા અંગે અનિશ્ચિતતાનો સંકેત આપ્યો. INR વિરુદ્ધ USD માં તીવ્ર ઘટાડો અને FPI વેચાણ ફરી શરૂ થવાથી પણ બજારોમાં ઘટાડો થયો. સેન્સેક્સ 593 પોઈન્ટ ઘટ્યો જ્યારે નિફ્ટી 176 પોઈન્ટ ઘટીને બંધ થયો. કેપિટલ ગુડ્સ અને રિફાઇનરી શેરોમાં કેટલાક અપવાદો સિવાય મોટાભાગના ક્ષેત્રોમાં નફો લેવાના ભાવમાં ઘટાડો જોવા મળ્યો.

નબળા વોલ સ્ટ્રીટ સંકેતો, પ્રતિકૂળ મેક્રો નજીકના ગાળા માટે સૂચકાંકોના જીવન ઉચ્ચ સ્તર તરફના આગમન પર વાદળછાયા વાતાવરણ બનાવી શકે છે અને સ્ટોક વિશિષ્ટ ચાલ દલાલ સ્ટ્રીટ પર વેપાર સેટઅપ પર પ્રભુત્વ જાળવી શકે છે. નાના કોન્સોલિડેશન પછી, સહભાગીઓ વ્યવસ્થાપિત સ્થિતિ જાળવી રાખવાનું ચાલુ રાખી શકે છે કારણ કે આગામી બે અઠવાડિયાના વેપારમાં જીવન ઉચ્ચ સ્તરને દૂર કરવા માટે સૂચકાંકો ફરીથી ગતિ મેળવી શકે છે, જોકે, રોટેશનલ બાયસ સાથે સ્ટોક વિશિષ્ટ વેપાર નજીકના ગાળા માટે સ્માર્ટ વેપાર રહે છે.

(3.02 am IST)

VimalShree Suprabhatam,

@StockArthi

US stocks took a breather as Nasdaq' s record run came to a pause. MAG SEVEN constituents, Meta and MSFT led Nasdaq's fall over worries about increased spending on AI. Dow fell 0.23%, S&P dipped 0.99%, Nasdaq fell the most dropping 1.58% and the Small cap Russell 2000 closed 0.76% lower.

USD index continued to move higher crossing 99.50, 10 year yields too added some weight moving near 4.10% and cboe vix closed almost unchanged at 16.90.

Crude futures traded virtually flat despite optimism over US China trade deal nearing completion. WTI traded near 60.30, Brent near 64.70.

Indian markets closed lower after FED meet where the chair hinted at uncertainty over December rate cut. A sharp fall in INR vs USD and resumption of FPI selling also led markets lower. Sensex fell 593 points whereas Nifty closed 176 points lower. Most sectors with some exceptions in Capital Goods and refinery stocks saw prices dropping on profit taking.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Thursday, 30 October 2025

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

*India Daybook *– Stocks in News*


*Texmaco Rail & Engineering:* Maha-Metro Awards Rs 446.1 million Order, Central Railway Awards Rs 339 million Order (Positive)

*GHCL:* Company board meeting on November 1 to for proposal for equity share buyback. (Positive)

*Concor:* Company Signs MOU with Jawaharlal Nehru Port Authority to Develop and Manage Common Rail Handling Operations at Upcoming Vadhvan Port with Rs 500 Crore Investment (Positive)

*COLPAL:* Company Debuts First-Ever Visible White Purple Serum: A Game-Changer in Oral Beauty. (Positive)

*Optiemus Infracom:* Company Approves Incorporation of Joint Venture Subsidiary ‘The Factory Private Limited’ For Manufacturing Electronic Products With 65 % Stake. (Positive)

*Infosys:* Company extends strategic collaboration with Metro Bank to transform finance operations with Workday. (Positive)

*ADB:* Company approves $460 Million loan for farm solarisation in Maharashtra (Positive)

*Ceigall India Ltd:* Company incorporated 2 wholly owned subsidiaries, Ceigall Green Energy MH1 Ltd & Ceigall Green Energy MH2 Ltd, on Oct 29, 2025. (Positive)

*Craftsman Automation:* Company Expands Capacity with New Rs 280 Cr Plant in Chennai (Positive)

*V Guard Industries:* Company Says Total Tax Demand for Rs 207 million has Been Dropped (Positive)

*Earkart Ltd:* Company Secures 20-Year Patent for AI-Powered Sound-Based Healthcare Tech (Positive)

*SPML Infra:* Company Obtains Rs 505 Crore Credit Facility Boost to Fast-Track Projects and Fuel Growth (Positive)

*Wipro Ltd:* Company to Power HanesBrands'' GenAI-led IT 2.0 Transformation. (Positive)

*Power Stocks:* Sector expected relief from Government. (Positive)

*Adani Ports:* Company signs two non-binding MoUs with Jawaharlal Nehru Port Authority (Positive)

*Dilip Buildcon:* Company secures Rs 307cr order from ISC Projects. (Positive)

• Zydus Life:* Baddi plant receives EIR from USFDA (Positive)

*NBCC:* Company receives Rs 79 cr order from ICAI (Positive)

*CMS Info Systems:* Company Holds 99.5% Stake in Securens (Positive)

*TCI:* Net Profit at Rs 113 Cr vs Rs 106 Cr, Revenue at Rs 1204 Cr vs 1120 Cr (YoY) (Positive)

*South West Pinnacle Exploration Limited:* Net Profit at Rs 8.36 Cr vs Rs 0.40 Cr, Revenue at Rs 62.44 Cr vs 27.36 Cr (YoY) (Positive)

*Satin Creditcare Network:* Net Profit at Rs 53.2 Cr vs Rs 44.7 Cr, Revenue at Rs 790 Cr vs 660 Cr (YoY) (Positive)

*PB Fintech Ltd:* Net Profit at Rs 134.86 Cr vs Rs 50.67 Cr, Revenue at Rs 1613.55 Cr vs 1167.23 Cr (YoY) (Positive)

*NTPC Green:* Revenue up 21.5% at ₹612.3 Cr Vs ₹503.8 Cr, EBITDA up 26% at ₹529.6 Cr Vs ₹420.2 Cr (YoY) (Positive)

*SAIL:* Net profit at ₹419 Cr Vs poll of ₹136 Cr, Revenue at ₹26,704 Cr Vs poll of ₹24,822 Cr (Positive)

*HPCL:* Net profit at ₹3,380 Cr Vs poll of ₹3,040 Cr, Revenue at ₹1.01 Lk Cr Vs poll of ₹1.02 Lk Cr (Positive)

*Mahanagar Gas Limited:* Net Profit at Rs 191.37 Cr vs Rs 286.79 Cr, Revenue at Rs 2256.36 Cr vs 1962.87 Cr (YoY) (Neutral)

*L&T:* Net Profit at Rs 3926 Cr vs Poll of Rs 3990 Cr, Revenue at Rs 67983 Cr vs poll of 69950 Cr (Neutral)

*BHEL:* Net Profit at Rs 368 Cr vs Rs 96.7 Cr, Revenue at Rs 7511 Cr vs 6584 Cr (YoY) (Neutral)

*Dhanlaxmi Bank:* Net Profit at Rs 23.2 Cr vs Rs 25.8 Cr, Revenue at Rs 141.99 Cr vs 120.8 Cr (YoY) (Neutral)

*VST Industries:* Net Profit at Rs 59.2 Cr vs Rs 47.5 Cr, Revenue at Rs 336 Cr vs 360 Cr (YoY) (Neutral)

*LIC HSG:* NII up 3.3% to Rs 2,048 crore versus Rs 1,981 crore. Net Profit up 1.6% to Rs 1,349 crore versus Rs 1,328 crore. (Neutral)

*Shyam Metalics and Energy:* Company Unit Buys 100% Stake in Star Metalworks (Neutral)

*Sri Lotus Developers:* Company Incorporates Wholly Owned Subsidiary ‘Asvi Projects Pvt. Ltd.’ To Expand Presence in Real Estate and Redevelopment Sector (Neutral)

*Tata Steel Ltd:* Company announced the acquisition equity shares of T Steel Holdings Pte. Ltd (TSHP) for USD 160 million on Oct 29, 2025 (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

*News Headlines from Business News Agencies :*

*Business Standard :*

India's copper demand rose by 9.3% to 1,878 kilo tonnes in FY25: Report

Indian economy performing better than feared two months ago: CEA Nageswaran

Centre drafts new rules to bar drugmakers giving fake information

Reliance Brands signs franchise deal to bring Italian brand Max&Co to India

Goldi Solar raises ₹1,422 crore from investors to boost capacity expansion

Suzuki to launch 8 SUVs, boost India production to regain market share

SBI's alternative investment funds invest ₹100 cr in Lenskart ahead of IPO

Varun Beverages forays into alco-bev sector with Carlsberg tie-up in Africa

Nvidia supplier SK Hynix sells out 2025 chip supply as AI demand skyrockets

QatarEnergy inks 17-year LNG supply agreement with Gujarat's GSPC

JSW Steel laying groundwork for low-carbon exports, says CEO Jayant Acharya

boAt parent files updated DRHP with Sebi; cuts issue size to ₹1,500 crore


*Economic Times :*

India considering $12 billion plan to bail out state power distributors

Wipro inks pact with HanesBrands for IT transformation

NCLAT restraints Raheja developers to create third party rights on assets

Boeing takes near $5 billion hit on 777X program

Saudi Arabia plans to refocus $925 billion fund after gigaproject delays, source says

Arvind SmartSpaces eyes over Rs 700 cr revenue from housing project at Vadodara

Starlink to conduct security, technical demo runs in Mumbai on Oct 30-31

Mercedes-Benz Q3 earnings plunges amid China sales slump and US tariffs, but share price rises

JM Baxi draws up Rs 10,000 crore ship recycling and repair plan: Sources

Hero MotoCorp enters France in partnership with GD France

India, Nepal ink key agreements to boost cross-border power transmission, energy cooperation


*Mint :*

India-EFTA trade pact to bring $100 billion investment, says Piyush Goyal

Coal India Q2 results: Net profit falls 30% to ₹4,263 crore

Govt to channel Startup Fund of Funds towards deep-tech ventures: Piyush Goyal

Air India faces ₹4,000-cr hit from Pak airspace closure: CEO Campbell Wilson

Advent sells entire 2% stake in Aditya Birla Capital via block deal

Eli Lilly partners with Nvidia to build AI supercomputer for drug discovery

Govt awaits SC order before final call on Vodafone Idea relief

Blueleaf secures $75 mn funding from British International Investment

Voltamp gets LoI for an order worth Rs 149 crore

IOC says to ‘absolutely not’ halt Russian oil imports

Sinopecs Jan-Sept profit down a third on lower oil, weaker fuel sales
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

Nvidia is now worth more than:

2 Canadas
166 Icelands
A Germany and a half
All U.S. regional banks combined
The world’s billionaires, 3× over
The entire NFL, 35 times
Every pizza sold in history
Every item on Amazon
Visa + Mastercard + PayPal
NASA + SpaceX + Boeing
Toyota + Sony + Nintendo
Europe’s 4 biggest banks
Every oil company on Earth
All of global gold reserves combined
All of Los Angeles real estate
Manhattan real estate market
The whole crypto market
All 54 African countries combined
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Friday, 24 October 2025

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

*News Headlines from Business News Agencies :*

*Business Standard :*

Indian leather exports to fall 10-12% in FY26 amid high US tariff: Crisil

RBI flags geopolitical risks to cross-border payments, warns of impact

New launch pipeline, rental portfolio to boost Oberoi Realty's FY26 growth

Hyundai India names Sunil Moolchandani as new national sales head

Only 1.8% of registered investors trade exclusively in derivatives: NSE

TVS unveils Norton superbike sketch; JLR's McGovern joins design team

Colgate Q2FY26 results: Profit drops 17% to ₹327.5 cr, dividend declared

Chennai emerges as most confident real estate market: Magicbricks report

Capital raised by Indian real estate highest in past 7 yrs: Equirus Capital

Oberoi Realty Q2 sales bookings fall 10% to ₹1,299 crore on lower volumes

EU imposes new sanctions on Russian energy, joins US in pressure campaign


*Economic Times :*

Eli Lilly allows Cipla to sell weight loss drug under new brand in India

India Inc revenue expands modestly, profitability dips over 0.50 pc in Q2: Report

Hero MotoCorp enters UK market with MotoGB partnership

Digital payments comprise 99.8% of total transactions volume in H1 2025: RBI

Premier Energies forays into transformer manufacturing by acquiring 51% stake in Transcon

Unilever CEO says US shutdown hasn't dented consumer sentiment for now

Allcargo Group appoints Punit Misra as President Chairman Office & Chief Business Officer

World Diamond Council head says lab-grown gems losing their sparkle

Adani Green Energy issues LOI to Bondada Engineering for Rs 1,050 cr project at Khavda Renewable Energy Park

Coal India arm SECL's 12 mining projects running behind schedule

SBI General Insurance surpasses industry growth with 11% rise in H1FY26, GWP at Rs 7,376 cr


*Mint :*

Deloitte pegs India’s FY26 growth at 6.7–6.9% on strong demand, policy reforms

Tesla recalls over 63,000 Cybertrucks over excessive headlamp brightness

China vows to double down on tech self-reliance as US rivalry heats up

Centre on track to top ₹50,000 crore from stake sales, IPO push in FY26

Global funds buy $631 million Indian bonds after RBI's rupee defence

Reliance's oil imports from Russia to take a hit after US sanctions on top firms

Oversupply pulls down steel prices in India, recovery uncertain

Srinivasan as permanent trustee a formality, say four Tata trustees

Perplexity responds to Reddit's lawsuit, denies ‘data theft’ allegations

Karthik Narain joins Google Cloud as Chief Product and Business Officer

Uniphore raises $260 million from Nvidia, AMD, Snowflake and Databricks
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Thursday, 23 October 2025

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

.INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 23-10-2025 :

*FIIS F & O : RS. CRS. :*

*TOTAL NET BUY : +22,883*

*INDEX FUT. : +4,652*

*INDEX OPT. : +8,451*

*STOCK FUT. : +8,139*

*STOCK OPT. : +1,641*

INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 23-10-2025 :

*FIIS : SELL -1,166 (20,478-21,644)*

*DIIS : BUY +3,894 (19,248-15,354)*

*BSE SENSEX : +130 (84,556)*

*NSE NIFTY : +23 (25,891)*

*BSE MIDCAP. : -71 (46,716)*

*BSE SMLCAP. : -226 (53,617)*

*B. CRUDE : $ 65.51 *

*GOLD : $ 4,150=INR 1,30,000(10gr)*

*SILVER : RS. 1,68,000 (kg)*

*FOREX : RS. $ 87.84 *

*6.33% GS '35: 6.5357%(98.5550)*

*6.48% NEW '35: 6.4628%(100.12)*

*6.79% GS '34: 6.5799%(101.40)*

*6.68% GS '40: 6.8485% (98.44)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

BREAKING NEWS : SEBI Notifies new rules for NIFTY BANK INDEX will need minium 14 constituents The weight of the top constituentwill now ...