Tuesday, 7 May 2024

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

Mkt. Updates @AlliesFin

GIFT Nifty +32 pts (22595) from last trade 22563 ,

Nikkei +333 pts ,
Hangseng -1 pt ,


Dow +176.59 pts ,Nsdq +192.92 pts, S&P
+52.95 pts , Bovespa -42 pts , Ftse Clsd , Dax +173 pts , Cac +39 pts , Crude @ $78.91 brl (+0.43), Brent @ $83.33 brl (+0.00) , Gold @ 2332.50 (+1.30), Silver $26.665 (+0.05), Euro @ $1.0767, JPY @ $154.15, INR @ 83.465


US GOVT. 10-YR YIELD : 4.49%


Today's Corporate Action, 07 May Ex Date :

HCLTECH
Interim Dividend - Rs. - 18.0000
IRBINVIT
Income Distribution (InvIT) 
OFSS
Interim Dividend - Rs. - 240.0000


Today's Key Results/Board Meetings, 07-May-24 :
  
CENTURYTEX
Dividend;Audited Results    
CREDITACC
General;Audited Results    
DRREDDY
Final Dividend;Audited Results    
ELANTAS
Quarterly Results      
FREDUN
Final Dividend;Audited Results    
IDFC
Audited Results      
KAJARIACER
Final Dividend;Audited Results    
KAMOPAINTS
Audited Results      
LATENTVIEW
Audited Results      
MFSL
Audited Results      
NAVINFLUOR
Final Dividend;Audited Results    
PIDILITIND
Audited Results      
POLICYBZR
General;Audited Results    
RANEENGINE
Audited Results      
UBL
A.G.M.;Final Dividend;Audited Results  
VIVANTA
Quarterly Results;General    
VOLTAS
Dividend;General;Audited Results  


SEC. IN F&O BAN FOR, 07 MAY, 2024 :

1. ABFRL 2. BALRAMCHIN 3. BIOCON 4. GMRINFRA 5. IDEA 6. SAIL

ADDITION : SAIL,
DELETION : NIL


Today's Alert :

RBI to Conduct Auction of SDLS BONDS for INR 99 Billion
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Monday, 6 May 2024

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

News Headlines from Business News Agencies :

Business Standard :

Govt lifts ban on onion exports; imposes min export price of $550 per tonne

IIHL targets $50 billion valuation by 2030: Chairman Ashok Hinduja

Tata Motors' DVR conversion plan gets shareholders' nod with 99.8% votes

Indian market has 'unexplored' opportunities, says Warren Buffett

Dell Technologies at epicenter of data-intensive technology like AI: Ohrie

IOB adopts multi-pronged approach to ensure recovery from NPA accounts

Stringent norms for pesticide residues limit in food items: Centre

RBI approves appointment of Sanjeev Nautiyal as MD&CEO of Ujjivan SFB

Paper industry urges govt to allot degraded land for pulpwood plantation

Go First won't move against Delhi High Court order, set for liquidation

BHIM to challenge Google Pay, PhonePe e-commerce dominance through ONDC

ICAI says action against EY India affiliates under its statutory powers

FSSAI relaxed pesticide norms in April, allowing 10x more residue in spices

Economic Times :

India emerged as the most preferred market for tech giants: Apple CEO Tim Cook

India, Ghana agree for early operationalisation of UPI on Ghana interbank payment systems

REC gets RBI nod to set up subsidiary in GIFT City

HDFC Capital exits with Rs 298 crore return from Total Environment project in Bangalore

IDBI Bank Q4 Results: PAT soars 44% YoY to 1,628 crore; NII rises 12%

PNB Housing Finance eyes over 17% growth in FY25 loan book

India urges ADB not to overlook its focus on growth and shared prosperity

Max Estates projects FY25 pre-sale proceeds to more than double

Stablecoin Tether steps up monitoring in bid to combat illicit finance

Air India reduces free baggage limit for lowest-fare bracket to 15 kgs

Govt mulls survey to estimate cost of logistics incurred by businesses

FPIs take cautious approach amid ongoing general elections; inject Rs 1,156 cr in May so far

Mint :

Tata Power Renewable Energy signs pact with SJVN for 460 MW clean energy project

DMart Q4 results: Net profit jumps 22% YoY to ₹563.1 crore, revenue up 20%

Kotak Mahindra Bank Q4FY24 results: PAT jumps 18% YoY, NII rises 13%

Groww Mutual Fund launches Groww Nifty Non-Cyclical Consumer Index Fund

Muthoot Finance's arm Belstar Microfinance files DRHP with SEBI for ₹1300 cr IPO

JSW Infrastructure plans ₹2,500 crore capex for FY25

Luminar to cut nearly 20% jobs as part of restructuring

India to leverage South Africa's WTO case to seek easing of EU standards

Vi loses 680,000 subscribers in March, its fewest in seven months

ADB open to scaling up financing of private sector projects in India

Claims of Indian herbs, spices high in pesticide ‘false and malicious’: FSSAI
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

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

GIFT Nifty +111 pts (22676) from closing 22575 ,

@AlliesFin

Nikkei clsd ,
Hangseng +13 pts ,


Dow +450.02 pts ,Nsdq +315.37 pts, S&P
+63.59 pts , Bovespa +1386 pts , Ftse +41 pts , Dax +105 pts , Cac +42 pts , Crude @ $78.53 brl (+0.42), Brent @ $83.37 brl (+0.41) , Gold @ 2310.40 (+1.80), Silver $26.845 (+0.15), Euro @ $1.0759, JPY @ $153.43, INR @ 83.375





*Today's Corporate Action*
*6th May Ex Date*


 

COCKERILL
Final Dividend - Rs. - 7.0000
EMBASSY
Income Distribution RITES  


*Today's Key Results/Board Meetings*
*06-May-24*
     

APCOTEXIND
Final Dividend;Audited Results    
CLARA
Half Yearly Results;Interim Dividend;Bonus issue;Audited Results
FUSION
Audited Results      
GHCL
Quarterly Results;Final Dividend;Audited Results
GHCLTEXTIL
Quarterly Results;Final Dividend;Audited Results
GRINDWELL
Quarterly Results;Final Dividend;Audited Results
GUJGASLTD
Final Dividend;Audited Results    
HAPPSTMNDS
General;Final Dividend;Audited Results  
INDIANACRY
Quarterly Results;Audited Results  
KAMDHENU
Final Dividend;Audited Results    
KARTKIN
Audited Results      
LUPIN
General;Final Dividend;Audited Results  
MARICO
Audited Results      
MUTHOOTMF
Audited Results      
PUNJABCHEM
Final Dividend;Audited Results    
SOFTBPO
Quarterly Results;Audited Results  
VIAANINDUS
General      
  


*Stock under F&O ban on NSE*
*06-May-24*



1ABFRL
2BALRAMCHIN
3BIOCON
4GMRINFRA
5IDEA
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Friday, 3 May 2024

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

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 03-05-2024 :

T.me/AlliesFin

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

*TOTAL NET SELL : -15778*

*INDEX FUT. : -4419*

*INDEX OPT. : -4309*

*STOCK FUT. : -8189*

*STOCK OPT. : +1140*

*SEC. IN F&O BAN FOR, 06 MAY, 2024 :*

*1. IDEA 2. BIOCON 3. ABFRL 4. BALRAMCHIN 5. GMRINFRA*

*ADDITION : BALRAMCHIN GMRINFRA*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 03-MAY-2024 :*

*FIIS : SELL -2,392 (17,440-19,832)*

*DIIS : BUY +690 (13,865-13,175)*

*BSE SENSEX : -733 (73,878)*

*NSE NIFTY : -172 (22,476)*

*BSE MIDCAP. : -89 (42,414)*

*BSE SMLCAP. : -260 (47,191)*

*B. CRUDE : $ 83.61*

*GOLD: $ 2,301=INR 70,650(10gr)*

*SILVER : RS. 82,000 (kg)(5pm)*

*FOREX : RS. $ 83.43 *

*7.10% NEW GOI '34 : 7.1141% (99.8925)*

*7.18% GOI '33: 7.1470%(100.2050)*

*7.18% GOI '37: 7.1921% (99.8825)*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

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

Bharat India Daybook Stocks in News
@AlliesFin

Ajanta Pharma: Net profit up 65.7% at ₹202.7 cr vs ₹122.3 cr, Revenue up 19.5% at ₹1,954.1 cr vs ₹881.8 cr (YoY) (Positive)

JBM Auto: Net profit at ₹62.5 cr vs ₹28.4 cr, Revenue up 47.1% at ₹1,486 cr vs ₹1,010 cr (YoY) (Positive)

Kei Ind: Revenue at ₹2,319.3 cr vs ₹1,952.9 cr, up 18.8% YoY, Net profit at ₹168.4 cr vs ₹138 cr, up 22% YoY (Positive)

GIPCL: Company signs ₹2,832 cr loan agreement with National Bank for Financing Infrastructure and Development (Positive)

MOIL: April Update: Manganese Ore production up 22% YoY at 1.60 lk tonnes. (Positive)

IEX: Company’s REC volume at 618 MU, up 211% year-on-year in April. (Positive)

Coal India: Company's board recommends final dividend of Rs 5/share. (Positive)

Mazdock: Company has signed individual Shipbuilding Contracts with the European client for construction of three (03) units of 7,500 DWT Multi-Purpose Hybrid Powered Vessels (Positive)

Adani Green: Company secures finance worth of $40 cr from international banks for 750 MW power plant. (Positive)

SW Solar: Company has confirmed that the Company has fulfilled all its loan payment obligations (Positive)

IndiGo: Company announces special bonus to staff across the board ahead of Q4 results (Positive)

Bajaj Finance: RBI lifts curbs on eCOM, insta EMI card with immediate effect (Positive)

Gujarat Tool: Company acquires 65-acre land parcel in Gujarat to set up a green energy project at an investment of Rs 572 crore. (Positive)

Century Tex: Birla Estates, real estate venture of Aditya Birla Group, books sales of Rs 5,400 crore from a project in central Mumbai. (Positive)

MaxEstates: Company's arm signs agreement for residential development project in Gurugram with GDV potential of over Rs 9,000 crore. (Positive)

CEAT: Net profit down 22.7% at ₹102.3 cr vs ₹132.4 cr, Revenue up 4.1% at ₹2,991.9 cr vs ₹2,874.8 cr (YoY) (Neutral)

Railtel: Revenue at ₹832.7 cr vs ₹697.5 cr, Net profit at 77.5 cr vs ₹75.2 cr, up 3% YoY (Neutral)

Voltamp: Net profit up 22.1% at ₹93.5 cr vs ₹76.6 cr (YoY), Revenue up 14.6% at ₹504.2 cr vs ₹439.9 cr (YoY) (Neutral)

Astec Life: Net Loss 9m Rupees Vs Loss 50m, Revenue 1.53b Rupees Vs 1.27b (YoY) (Neutral)

Coal India: Revenue at Rs. 38152.0 Crore versus poll Rs. 37600.0 Crore, Net profit at Rs. 6875.0 Crore versus poll of Rs. 6800.0 Crore (Neutral)

Blue Dart: Net profit up 12% at Rs 77.8 crore, revenue rises 8.7% at Rs 1323.0 crore YoY (Neutral)

Goodyear: Company CFO Manish Mundra resigns w.e.f. June 30. (Neutral)

HUL: Company appoints Vipul Mathur as Executive Director, Personal Care with effect from 1st June (Neutral)

Adani Ent Company board reappoints Rajesh S Adani as MD for 5 years (Neutral)

*Coforge:*Company to acquire 54% share capital of Cigniti Technologies. (Neutral)

Jubilant Pharmova: Company’s Harsher Singh as CEO of radio pharma business (Neutral)

Zydus Lifesciences: Company to sell about 25% stake in JV Bayer Zydus Pharma for ₹282 cr (Neutral)

Yes Bank: Carlyle Group likely to sell stake worth ₹1,500 crore in YES Bank (Neutral)

CIE Auto: Net profit down 17.4% at ₹230.4 cr vs ₹279 cr, Revenue down 0.5% At ₹2426.8 Cr Vs ₹2440 Cr (YoY) (Negative)

Aptech Q4: Net profit down 91.8% at ₹2.8 cr, Revenue declines 41.7% at ₹104.0 cr (Negative)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Thursday, 2 May 2024

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

Pre Market Clues

T.me/AlliesFin

*FED'S POWELL:*

THERE ARE PATHS TO NOT CUTTING, AND PATHS TO CUTTING, IT WILL DEPEND ON THE DATA.

MY CONFIDENCE IN INFLATION MOVING BACK DOWN IS LOWER THAN BEFORE.

AS INFLATION HAS COME DOWN TO BELOW 3%, THE FED'S EMPLOYMENT GOAL COMES BACK INTO FOCUS.

(TREASURY 2- TO 10-YEAR YIELDS FALL 10 BASIS POINTS ON DAY AS FED CHAIR INDICATING DATA DRIVEN POLICY APPROACH)

*News Headlines from Business News Agencies:*

*Business Standard*

Tata Motors post higher April sales, Eicher sales dip
No Maruti Suzuki EVs for India this year. Wait till FY26: RC Bhargava
UPI transactions dip marginally in April to Rs 19.64 trn; grow Y-o-Y
Jindal Stainless announces expansion plans, to invest Rs 5,400 cr
APSEZ becomes India's 1st large-sized pvt infra developer to get AAA rating
J&J subsidiary proposes paying $6.48 bn over 25 yrs to settle talc lawsuits
GST mop-up hits record on good economic momentum, efficient collections: FM
Truck rentals tepid, commercial vehicle sales skid in April, says report
Tata Motors receives tax demand of nearly Rs 25 cr; plans to file appeal
Sebi bans Manpasand Beverages, 3 top officials from market for 3 years
Govt unlikely to impose export curbs on low-grade iron ore, says report

*Economic Times*

Maruti Suzuki's total sales increase 5% to 168,089 units in April
India's power consumption rises 11 pc to 144.89 billion units in April
MG Motor India reports 1.45 pc dip in retail sales at 4,485 units in April
Hyundai sales rise 9.5 pc to 63,701 units in April
ITC brand Fortune Hotels targets opening a new hotel every month in FY25
Quality concerns could threaten over half of India's spice exports; needs urgent attention: GTRI
India may see above normal maximum temperatures in May: IMD
Saudi Arabia's Q1 GDP shrinks by estimated 1.8% YoY as oil sector weighs
Novo Nordisk owner to invest $200 million in quantum computing startups
Adani Energy Solutions' Q4 net profit falls 13% to Rs 381 cr
Microsoft to power data centers with Brookfield renewables deal: report
Microsoft to open first regional data centre in Thailand

*Mint*

GST collection hits record high of ₹2.10 trillion in April
Ambuja Cements Q4 net profit up 6% YoY to ₹532 cr; declares dividend of ₹2
FPIs turn net sellers worth ₹8,671 crore in April after 2 months of buying
Govt to go ahead with administrative allocation for satellite broadband
Brazil’s Embraer plots a new 737-sized jet to rival Boeing
Stride Ventures closes third fund at $165 million
Oil retailers hike ATF rates, slash commercial LPG cylinder prices
India’s plastics exports fall as global economic condition takes a toll
India, US to expand warship repair network
Godrej family to split 127-year-old business empire
Blackstone-backed Aadhar Housing Finance's Rs 3,000 cr IPO to open on May 8


*Q4FY24 EARNING CALENDAR 02.05.2024*

*ADANIENT*, *ADANIPORTS*, AJANTPHARM, BLUEDART, CEATLTD, CIEINDIA, *COALINDIA*, *COFORGE*, *DABUR*, *FEDERALBNK*, JBMA, KEI, KPRMILL, PGHL, RAILTEL, RKFORGE, RSYSTEMS, SOUTHBANK, VOLTAMP

*Adani Port*
Revenue expected at Rs 7055 crore versus Rs 5796 crore
EBITDA expected to be seen at Rs 4386 crore versus Rs 4035 crore
EBITDA margin expected to be seen at 62.2% versus 69.6%
Net profit expected to be seen at Rs 2224 crore versus of Rs 2432 crore

*COAL INDIA*
Revenue expected at Rs 37,600 crore versus Rs 38,152 crore
Adj. EBITDA expected to be seen at Rs 9500 crore versus Rs 8600 crore
EBITDA margin expected to be seen at 25.2% versus 22.5%
Net profit expected to be seen at Rs 6800 crore versus of Rs 5528 crore

*COFORGE*
Rupee Revenue expected at Rs 2402 crore versus Rs 2325 crore
EBIT expected to be seen at Rs 368 crore versus Rs 325 crore
EBIT margin expected to be seen at 15.3% versus 14%
Net profit expected to be seen at Rs 264 crore versus of Rs 238 crore
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

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

Trigger: IRDAI’s draft insurance distribution reforms — proposed commission/expense changes could pressure Policybazaar’s take-rates and nea...