India Daybook Stocks in News
Anant Raj: Net profit at Rs 110 cr, up 55%. Revenue at Rs 534 cr vs Rs 392 cr (YoY) (Positive)
Moil: Company’s production of 1.6 lakh tonnes of Manganese Ore Sales up 17% YoY at 1.57 lakh tonnes. (Positive)
Lemon Tree: Company signed a Concession Agreement with Meghalaya Tourism Development Corporation for the redevelopment, operation, and maintenance of Orchid Hotel in Shillong. (Positive)
Kirloskar Ferrous Industries: Company’s 70 MW DC solar plant is fully operational. (Positive)
Easy Trip Planners: Company incorporated a wholly-owned subsidiary, Easy Trip Planners Do Brasil Ltda., in Brazil on January 30, 2025. (Positive)
International Conveyors: Company announced the acquisition of Gulshan Polyols Limited. (Positive)
Eicher Motors: Total sales for Jan up 20% YoY; YTD sales up 7% YoY (Positive)
Globus Spirits: Rajasthan excise policy, net selling value per unit across brands to increase by 4.35% from 1st April 2025 (Positive)
Lupin: Receives zero Form 483 observation for USA plant. (Positive)
Neogen: Net profit of ₹10 crore from ₹1 crore, Revenue up 22.5% to ₹201.4 crore. (Positive)
Aarti Industries: Net profit at Rs. 46 cr vs Rs 124 cr, Revenue at Rs. 1840 cr vs Rs 1732 cr (YoY) (Neutral)
GR Infra: Net profit up 7.8% at ₹261.7 cr vs ₹242.7 cr, Revenue down 20.6% at ₹1,694.5 cr vs ₹2,134 cr (YoY) (Neutral)
Hero Motocorp: Total sales up 2% at 4.42 lk units vs 4.33 lk units (YoY) (Neutral)
Happiest Minds: Company acquires Gavs’ Middle East business in $1.7 million deal (Neutral)
Coal India: Coal Production down 0.8% at 77.8 mt vs 78.4 mt (YoY) (Neutral)
Maiden Forgings: Company announced it received a crisil BBB/Stable rating for its bank facilities totaling Rs. 42.5Cr. (Neutral)
Indian Bank: Bank to Hike Lending Rates by 5 bps in Most Tenures, Effective February 3, 2025 (Neutral)
Nuvoco Vistas: Company’s subsidiary received a demand order from the Joint Commissioner, Central Goods & Services Tax, West Bengal. The order alleges inadmissible input tax credit of Rs. 4.74 Cr. (Neutral)
Auro Impex: Company announced the resignation of Mr. Raghav Jhunjhunwala, Company Secretary and Compliance Officer. (Neutral)
TVS Holdings: Company acquired 80.74% stake in Home Credit India Fiannce Private Limited. (Neutral)
Max Healthcare: Company announced an investment of approximately Rs. 50 Crore in its wholly-owned subsidiary, Jaypee Healthcare Limited. (Neutral)
Mishtann Foods: Company announced the resignation of its Company Secretary & Compliance Officer. (Neutral)
Mazagon Dock: Company announced changes in senior management effective February 1, 2025. Cdr. D K Jain retired after superannuation, while Shri. A Vinod received an internal promotion to ED (Technical) (Neutral)
V-Guard: Company’s subsidiary received three demand notices totaling approximately Rs. 4.52 Crore from West Bengal's Commercial Taxes department. (Neutral)
GICRE: Company received a tax demand of Rs. 138.46 Cr from the Additional Commissioner CGST & Central Excise, Mumbai South Commissionerate.
KEI Industry: Company received a GST demand order for Rs. 59.03 Cr in tax and an equal amount in penalties and interest from the additional commissioner, central goods and services tax Delhi East.
V.S.T. Tillers Tractors: Company reported January 2025 sales 3416 total power tillers and tractors, compared to 4146 in January 2024.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Monday, 3 February 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
GIFT Nifty -190 pts (23370) from last trade 23560 ,
Nikkei -888 pts ,
Hangseng -176 pts ,
Dow -337.47 pts ,Nsdq -54.31 pts, S&P
-30.64 pts , Bovespa -777 pts , Ftse +27 pts , Dax +4 pts , Cac +8 pts , Crude @ $73.63 brl (+1.11), Brent @ $76.03 brl (+0.36) , Gold @ 2834.10 (-0.90), Silver $32.225 (-0.04), Euro @ $1.0233, JPY @ $155.80, INR @ 86.535
Today's Corporate Action
3rd Feb Ex Date
APCOTEXIND
Interim Dividend - Rs. - 2.0000
GESHIP
Interim Dividend - Rs. - 8.1000
GODREJCP
Interim Dividend - Rs. - 5.0000
INDUSINVIT
Income Distribution (InvIT)
JUBLINGREA
Interim Dividend - Rs. - 2.5000
MGL
Interim Dividend - Rs. - 12.0000
SHAREINDIA
Interim Dividend - Rs. - 0.2000
SIYSIL
Interim Dividend - Rs. - 3.0000
WHEELS
Interim Dividend - Rs. - 4.5000
Stock under F&O ban on NSE
03-Feb-25
None
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Nikkei -888 pts ,
Hangseng -176 pts ,
Dow -337.47 pts ,Nsdq -54.31 pts, S&P
-30.64 pts , Bovespa -777 pts , Ftse +27 pts , Dax +4 pts , Cac +8 pts , Crude @ $73.63 brl (+1.11), Brent @ $76.03 brl (+0.36) , Gold @ 2834.10 (-0.90), Silver $32.225 (-0.04), Euro @ $1.0233, JPY @ $155.80, INR @ 86.535
Today's Corporate Action
3rd Feb Ex Date
APCOTEXIND
Interim Dividend - Rs. - 2.0000
GESHIP
Interim Dividend - Rs. - 8.1000
GODREJCP
Interim Dividend - Rs. - 5.0000
INDUSINVIT
Income Distribution (InvIT)
JUBLINGREA
Interim Dividend - Rs. - 2.5000
MGL
Interim Dividend - Rs. - 12.0000
SHAREINDIA
Interim Dividend - Rs. - 0.2000
SIYSIL
Interim Dividend - Rs. - 3.0000
WHEELS
Interim Dividend - Rs. - 4.5000
Stock under F&O ban on NSE
03-Feb-25
None
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Sunday, 2 February 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Kobeissi letter on X:
The trade war has officially begun, here’s our take on it:
1. New tariffs of 25% on Mexico, 25% on Canada, and 10% on China are now live. We must first put this into perspective
2. Mexico and Canada’s exports to the U.S. account for approximately 78% and 77% of their total annual exports, respectively
3. U.S. exports to Mexico and Canada account for approximately 16% and 17% of total U.S. annual exports, respectively
4. U.S. exports to Mexico and Canada are ~$320 billion and ~$360 billion respectively, which is less than 2.5% of U.S. GDP
5. On the other hand, these exports represent 20%–30% of Canada and Mexico’s GDP. This trade war is clearly lopsided
6. The real wildcard here is how China will respond to the additional 10% tariff. We expect higher prices for consumers soon
7. This comes at a particularly important time as DeepSeek has disrupted AI, and the U.S. is probing potential illegal chip purchases in China
8. The combination of a trade war and potential new chip bans could significantly weigh on technology stocks
9. U.S. officials are being careful with their comments regarding chip bans and the DeepSeek situation for a reason
10. If these tariffs persist for more than a year, we expect U.S. economic output to decline by an average of ~2% per year through 2026
11. Unless oil prices drop by 80% to ~$15 per barrel, it is unlikely that lower energy prices will offset the effects of tariffs and existing inflation
12. Higher interest rates are here to stay through at least Q3 2025
13. President Trump’s threat to impose 100% tariffs on BRICS countries (which could include more than 30 nations) poses an even greater risk
14. The average U.S. tariff rate is set to rise to ~22% under President Trump—more than 5 times the average over the last 30 years
As an investor, you CANNOT change the market. You can only react to CHANGES in the market.
The coming volatility will be a tradable opportunity. @AlliesFin
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
The trade war has officially begun, here’s our take on it:
1. New tariffs of 25% on Mexico, 25% on Canada, and 10% on China are now live. We must first put this into perspective
2. Mexico and Canada’s exports to the U.S. account for approximately 78% and 77% of their total annual exports, respectively
3. U.S. exports to Mexico and Canada account for approximately 16% and 17% of total U.S. annual exports, respectively
4. U.S. exports to Mexico and Canada are ~$320 billion and ~$360 billion respectively, which is less than 2.5% of U.S. GDP
5. On the other hand, these exports represent 20%–30% of Canada and Mexico’s GDP. This trade war is clearly lopsided
6. The real wildcard here is how China will respond to the additional 10% tariff. We expect higher prices for consumers soon
7. This comes at a particularly important time as DeepSeek has disrupted AI, and the U.S. is probing potential illegal chip purchases in China
8. The combination of a trade war and potential new chip bans could significantly weigh on technology stocks
9. U.S. officials are being careful with their comments regarding chip bans and the DeepSeek situation for a reason
10. If these tariffs persist for more than a year, we expect U.S. economic output to decline by an average of ~2% per year through 2026
11. Unless oil prices drop by 80% to ~$15 per barrel, it is unlikely that lower energy prices will offset the effects of tariffs and existing inflation
12. Higher interest rates are here to stay through at least Q3 2025
13. President Trump’s threat to impose 100% tariffs on BRICS countries (which could include more than 30 nations) poses an even greater risk
14. The average U.S. tariff rate is set to rise to ~22% under President Trump—more than 5 times the average over the last 30 years
As an investor, you CANNOT change the market. You can only react to CHANGES in the market.
The coming volatility will be a tradable opportunity. @AlliesFin
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Saturday, 1 February 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Budget 2025: Summary
The government’s focus in the budget is on development ...
Global growth slightly affected due to global tensions ...
The budget emphasizes 10 key themes ...
More focus on the development of the poor , women , and youth ...
Increased emphasis on rural development and manufacturing ...
More reforms to be introduced in the financial sector ...
Key Announcements:
Dhan Dhanya Yojana to be launched in 100 districts...
Special 6-year mission for Tur, Urad, and Masoor dal ...
Makhana Board to be set up in Bihar...
Central agencies to purchase pulses for 4 years...
New schemes for vegetable and fruit production in collaboration with states...
Development of the marine sector ...
Kisan Credit Card limit increased to ₹5 lakh...
Urea plant to be set up in Assam...
India Post to be developed as a major logistics organization ...
Special credit card for small businesses...
Self-reliance in edible oils ...
Special schemes for footwear and leather ...
India to become a global hub for toys ...
Special scheme for women from backward classes ...
22 lakh new jobs to be created under the Leather Scheme...
Launch of the National Manufacturing Mission ...
Increased emphasis on Indian languages in education...
More IIT institutes to be established...
75,000 new seats in the medical field in the next 5 years...
Special AI research centers to be set up...
Health insurance scheme for small workers...
UPI-linked card for small vendors...
UPI-linked credit card limit set at ₹30,000 ...
Interest-free funds for states to boost infrastructure development...
₹1 lakh crore fund announced for urban development ...
Increased focus on nuclear energy by 2047...
Special scheme for nuclear energy ...
Special scheme for the ship-breaking industry ...
More cities to be connected under the ‘Udaan’ scheme...
New airport to be constructed in Bihar...
40,000 housing units to be built under the SWAMIH scheme...
52 new tourist destinations to be developed in collaboration with states...
New mining policy to be introduced...
₹20,000 crore investment in R&D for the private sector...
All government secondary schools to be connected with broadband ...
New schemes to boost exports ...
Buddha-related sites to be developed...
Special scheme for preserving Indian scripts ...
Easier access to funds for export promotion...
New Income Tax Bill to be introduced next week...
100% FDI limit in the insurance sector ...
Simplification of RE-KYC process ...
100% FPI limit in the insurance sector...
Custom duty removed on 36 life-saving medicines...
Changes in custom duty on electronic goods ...
No primary duty on lead & zinc ...
Duty removed on crust leather ...
New, simplified Income Tax law to be introduced...
TDS rates to be made simpler ...
Major tax relief for senior citizens ...
Tax exemption limit for senior citizens increased to ₹1 lakh ...
TDS exemption limit on rent increased to ₹6 lakh...
No penalty on delayed TCS payments...
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
The government’s focus in the budget is on development ...
Global growth slightly affected due to global tensions ...
The budget emphasizes 10 key themes ...
More focus on the development of the poor , women , and youth ...
Increased emphasis on rural development and manufacturing ...
More reforms to be introduced in the financial sector ...
Key Announcements:
Dhan Dhanya Yojana to be launched in 100 districts...
Special 6-year mission for Tur, Urad, and Masoor dal ...
Makhana Board to be set up in Bihar...
Central agencies to purchase pulses for 4 years...
New schemes for vegetable and fruit production in collaboration with states...
Development of the marine sector ...
Kisan Credit Card limit increased to ₹5 lakh...
Urea plant to be set up in Assam...
India Post to be developed as a major logistics organization ...
Special credit card for small businesses...
Self-reliance in edible oils ...
Special schemes for footwear and leather ...
India to become a global hub for toys ...
Special scheme for women from backward classes ...
22 lakh new jobs to be created under the Leather Scheme...
Launch of the National Manufacturing Mission ...
Increased emphasis on Indian languages in education...
More IIT institutes to be established...
75,000 new seats in the medical field in the next 5 years...
Special AI research centers to be set up...
Health insurance scheme for small workers...
UPI-linked card for small vendors...
UPI-linked credit card limit set at ₹30,000 ...
Interest-free funds for states to boost infrastructure development...
₹1 lakh crore fund announced for urban development ...
Increased focus on nuclear energy by 2047...
Special scheme for nuclear energy ...
Special scheme for the ship-breaking industry ...
More cities to be connected under the ‘Udaan’ scheme...
New airport to be constructed in Bihar...
40,000 housing units to be built under the SWAMIH scheme...
52 new tourist destinations to be developed in collaboration with states...
New mining policy to be introduced...
₹20,000 crore investment in R&D for the private sector...
All government secondary schools to be connected with broadband ...
New schemes to boost exports ...
Buddha-related sites to be developed...
Special scheme for preserving Indian scripts ...
Easier access to funds for export promotion...
New Income Tax Bill to be introduced next week...
100% FDI limit in the insurance sector ...
Simplification of RE-KYC process ...
100% FPI limit in the insurance sector...
Custom duty removed on 36 life-saving medicines...
Changes in custom duty on electronic goods ...
No primary duty on lead & zinc ...
Duty removed on crust leather ...
New, simplified Income Tax law to be introduced...
TDS rates to be made simpler ...
Major tax relief for senior citizens ...
Tax exemption limit for senior citizens increased to ₹1 lakh ...
TDS exemption limit on rent increased to ₹6 lakh...
No penalty on delayed TCS payments...
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Budget 2025 LIVE Update
New Income Tax Bill to be clear, with half the present laws – FM
Personal income tax reforms to focus on the middle class – FM
TDS to be rationalized by reducing the number of rates & thresholds – FM
Key Personal Tax Changes:
TDS threshold on rent increased to ₹6 lakh per year from ₹4.2 lakh
TCS on education remittance from loans removed
Tax deduction limit for senior citizens doubled to ₹1 lakh
Threshold for TCS on LRS remittances raised to ₹10 lakh from ₹7 lakh
No income tax upto 12 lacs
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
New Income Tax Bill to be clear, with half the present laws – FM
Personal income tax reforms to focus on the middle class – FM
TDS to be rationalized by reducing the number of rates & thresholds – FM
Key Personal Tax Changes:
TDS threshold on rent increased to ₹6 lakh per year from ₹4.2 lakh
TCS on education remittance from loans removed
Tax deduction limit for senior citizens doubled to ₹1 lakh
Threshold for TCS on LRS remittances raised to ₹10 lakh from ₹7 lakh
No income tax upto 12 lacs
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
News Headlines from Business News Agencies:
Business Standard
Fiscal deficit for April-Dec at 56.7% of full-year target, shows data
India's Jan Russian crude imports surge despite sanctions, but risks loom
RBI injects $5.1 billion liquidity through oversubscribed FX swap auction
Govt capex rose 8.2% from July-Nov 2024, led by defence, railways, roads
Forex reserves increase $5.57 billion to $629.55 billion, shows data
India Inc investments set to rebound as Economic Survey signals recovery
PNB Q3FY25 results: Net profit rises 102% to Rs 4,508 cr, NII up 7.2%
Mumbai sees highest Jan property registrations in 13 years: Knight Frank
Give back entrepreneurs & households their time and mental bandwidth: CEA
Net card spending rises 60% as credit card additions rise to 4-mth high
Vedanta Q3 results: Net profit rises 76% to Rs 3,547 crore on higher income
Lodha brothers agree to solve trademark dispute through mediation
Economic Times
Ola Electric corners 25% mkt share in Jan, reclaims top spot in EV 2-wheelers
India’s core sector output increases by 4% in December
Governments emphasis on improving quality of life in rural areas: Economic Survey
Captain Fresh raises Rs 250 crore in a pre-IPO funding round
Indian cloud computing firm AceCloud to offer DeepSeek GenAI models
Indian data centre market expected to grow to USD 11.6 billion by 2032: Economic Survey
Bank of Baroda aims to double balance sheet in five years, CEO says
Eco Survey administers a big dose of reality to Indian pharma
Indian G-Sec bonds debut Bloomberg EM Index today
Survey calls for tax breaks on EVs, subsidies on renewable energy for low-carbon lifestyles
Indian solar module maker Waaree confident of US demand despite Trump policy worries, CEO says
Mint
Amid Apple's record streak in India, iPhone sales in the country hit $10bn
Sun Pharma Q3 results: Net profit up 15% YoY to ₹2,903.4 crore, revenue up 10%
Orsted Replaces CEO after Failure to Turn Around Wind Firm
Financial sector regulation must balance growth and stability: Economic Survey
Economic Survey 2025: IBC nudging companies to resolve their distress early
Real estate companies anticipate reforms in Budget 2025: Key themes
Inox Wind Energy Q3 Results: Co posts ₹38.80 crore profit vs YoY loss
Apple Intelligence officially rolling out to India in April, Tim Cook confirms
Gaja Capital set to become first Indian PE firm to go public with ₹500 cr IPO
Japan’s underlying inflation still slightly below target, BOJ governor says.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Business Standard
Fiscal deficit for April-Dec at 56.7% of full-year target, shows data
India's Jan Russian crude imports surge despite sanctions, but risks loom
RBI injects $5.1 billion liquidity through oversubscribed FX swap auction
Govt capex rose 8.2% from July-Nov 2024, led by defence, railways, roads
Forex reserves increase $5.57 billion to $629.55 billion, shows data
India Inc investments set to rebound as Economic Survey signals recovery
PNB Q3FY25 results: Net profit rises 102% to Rs 4,508 cr, NII up 7.2%
Mumbai sees highest Jan property registrations in 13 years: Knight Frank
Give back entrepreneurs & households their time and mental bandwidth: CEA
Net card spending rises 60% as credit card additions rise to 4-mth high
Vedanta Q3 results: Net profit rises 76% to Rs 3,547 crore on higher income
Lodha brothers agree to solve trademark dispute through mediation
Economic Times
Ola Electric corners 25% mkt share in Jan, reclaims top spot in EV 2-wheelers
India’s core sector output increases by 4% in December
Governments emphasis on improving quality of life in rural areas: Economic Survey
Captain Fresh raises Rs 250 crore in a pre-IPO funding round
Indian cloud computing firm AceCloud to offer DeepSeek GenAI models
Indian data centre market expected to grow to USD 11.6 billion by 2032: Economic Survey
Bank of Baroda aims to double balance sheet in five years, CEO says
Eco Survey administers a big dose of reality to Indian pharma
Indian G-Sec bonds debut Bloomberg EM Index today
Survey calls for tax breaks on EVs, subsidies on renewable energy for low-carbon lifestyles
Indian solar module maker Waaree confident of US demand despite Trump policy worries, CEO says
Mint
Amid Apple's record streak in India, iPhone sales in the country hit $10bn
Sun Pharma Q3 results: Net profit up 15% YoY to ₹2,903.4 crore, revenue up 10%
Orsted Replaces CEO after Failure to Turn Around Wind Firm
Financial sector regulation must balance growth and stability: Economic Survey
Economic Survey 2025: IBC nudging companies to resolve their distress early
Real estate companies anticipate reforms in Budget 2025: Key themes
Inox Wind Energy Q3 Results: Co posts ₹38.80 crore profit vs YoY loss
Apple Intelligence officially rolling out to India in April, Tim Cook confirms
Gaja Capital set to become first Indian PE firm to go public with ₹500 cr IPO
Japan’s underlying inflation still slightly below target, BOJ governor says.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
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