Thursday, 3 April 2025

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

Trump announced a 26 per cent reciprocal tariff on India-half the rate India imposes on US imports. Besides, Trump announced a 25 per cent tariff on automobile imports to the country, which is likely to impact auto stocks such as Tata Motors and Samvardhana Motherson.

How could Trump tariffs impact the Indian stock market?

Trump's tariffs could trigger an immediate negative reaction, as reflected in Gift Nifty's 1.5 per cent drop.

Sectors like IT and automobiles may face selling pressure, but in the medium to long term, the market is likely to absorb the impact.

However, experts point out that Trump's tariff may not have a significant negative impact on the economy, which is a comforting factor for the domestic market.

Following is the list of new tariff rates US President Donald Trump displayed:
Algeria: 30%
Argentina: 10%
Australia: 10%
Bahamas: 10%
Bahrain: 10%
Bangladesh: 37%
Bolivia: 10%
Bosnia and Herzegovina: 35%
Botswana: 37%
Brazil: 10%
Brunei: 24%
Cambodia: 49%
Chile: 10%
China: 34%
Colombia: 10%
Costa Rica: 10%
Côte d'Ivoire: 21%
Dominican Republic: 10%
Ecuador: 10%
Egypt: 10%
El Salvador: 10%
Ethiopia: 10%
EU: 20%
Fiji: 32%
Ghana: 10%
Guatemala: 10%
Guyana: 38%
Haiti: 10%
Honduras: 10%
Iceland: 10%
India: 26%
Indonesia: 32%
Israel: 17%
Japan: 24%
Jordan: 20%
Kazakhstan: 27%
Kenya: 10%
Laos: 48%
Lesotho: 50%
Lichtenstein: 37%
Madagascar: 47%
Malaysia: 24%
Mauritius: 40%
Morocco: 10%
Myanmar (Burma): 44%
Namibia: 21%
New Zealand: 10%
Nicaragua: 18%
Nigeria: 14%
North Macedonia: 33%
Norway: 15%
Oman: 10%
Pakistan: 29%
Panama: 10%
Peru: 10%
Philippines: 17%
Qatar: 10%
Saudi Arabia: 10%
Serbia: 37%
Singapore: 10%
South Africa: 30%
South Korea: 25%
Sri Lanka: 44%
Switzerland: 31%
Taiwan: 32%
Thailand: 26%
Trinidad and Tobago: 10%
Tunisia: 28%
Turkey: 10%
Ukraine: 10%
United Arab Emirates: 10%
United Kingdom 10%
Uruguay: 10%
Venezuela: 15%
Vietnam: 46%

Trump updates on India

Modi is great friend of mine *india charge 52%* it's difficult to take decision *we have announced 26% reciprocal tax**


Superb discounted
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Wednesday, 2 April 2025

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

Mkt. Updates :

*GIFT Nifty +5 pts (23314) from last trade 23309 ,*

Nikkei -19 pts ,
Hangseng -40 pts ,

Dow -11.80 pts ,Nsdq +150.60 pts, S&P
+21.22 pts , Bovespa +887 pts , Ftse +51 pts , Dax +376 pts , Cac +85 pts , Crude @ $71.22 brl (+0.02), Brent @ $74.49 brl (+0.00) , Gold @ 3145.00 (-1.00), Silver $34.355 (+0.04), Euro @ $1.0796, JPY @ $149.76, INR @ 85.585


*US GOVT. 10-YR YIELD : 4.19%*


*Today's Corporate Action, 02 Apr Ex Date :*

ADCINDIA
Interim Dividend - Rs. - 25.0000
CTL
Bonus issue 1:1  
MSTCLTD
Interim Dividend - Rs. - 4.5000
RAILTEL
Interim Dividend - Rs. - 1.0000
RANJEET
Bonus issue 1:1

 
*Today's Key Results/Board Meetings 02-Apr-25 :*

AMBOAGRI
General  
BAROEXT
Increase in Authorised Capital;Preferential Issue of shares;General
COLAB
Stock  Split
DBOL
Employees Stock Option Plan
PFLINFOTC
General  
RACONTEUR
General  
SBGLP
General  
SOLARA
General  
SUCROSA
Right Issue of Equity Shares;General
SVJ
General  

 
*SEC. IN F&O BAN FOR 02-04-2025 :*

*1. NIL*

*ADDITION : NIL*
*DELETION : NIL*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

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

As FY 24-25 concludes
(From 1st April 2024 to 28th March 2025)
This is how the Asset Classes performed

GOLD +31.37%
Silver +35.56%
Crudeoil -13.69%
Nifty +5.29%
Sensex +4.96%
banknifty +9.16%
USD INR 2.57% (Rupee Depreciate)


Silver won Gold medal

And

Gold won Silver medal
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Tuesday, 1 April 2025

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

India Daybook – Stocks in News


*NHPC:* Company announced the successful completion of the trial run for Unit1 (200 MW) of the Parbati-II HE Project (800 MW) in Himachal Pradesh (Positive)

*Gail:* Company to Get Pipeline Tariff Boost, Margins to Rise by Rupees 3,400 Cr – ET. (Positive)

*Cineline India:* Company announced monetization Of Hotel Asset for Rs 270 Crores. (Positive)

*Railtel:* Company received a work order of Rs 1625 crore. (Positive)

*Hindustan Aeronautics:* Company signs contracts worth ₹62,700 crore with Defence Ministry for supply 156 light combat helicopters (Positive)

*Excel Industries:* Company announced capacity addition for its existing biocides product (Positive)

*Power Mech Projects:* Company announced the receipt of a ₹425 crore order from Mirzapur Thermal Energy (UP) Private Limited. (Positive)

*DMart:* Avenue Supermarts Ltd opened 6 new stores today at Surat, Nuzividu, Ludhiana, Borsad, Jaipur & Deesa. (Positive)

*HBL Power:* Company received two Letters of Acceptance totaling ₹499.68 Cr for Kavach systems in Viramgam-Rajkot-Okha & Dholpur-Bina sections. (Positive)

*Ramco Cements:* Company announced an increase in cement grinding capacity at its Kalavatala Plant in Andhra Pradesh. (Positive)

*Astec LifeSciences:* Company appoints Burjis Godrej as Managing Director of the comoany for 5 years w.e.f. April 1, 2025 (Positive)

*JSW Steel:* Company declared successful bidder for the Dugda Coal Washery in Jharkhand, securing a 25-year deal to operate the facility (Positive)

*PG Electroplast:* Company expects 30-35% growth in next financial year. (Positive)

*Zaggle:* Company has entered into a domestic agreement with Wonder Home Finance Limited (Positive)

*Electronic goods stocks:* Cabinet approves ₹22,919 crore electronics PLI scheme (Positive)

*GMR Airports:* Flying into & out of Delhi airport to get costlier from April 16, User Development Fee (UDF) hiked (Positive)

*Mangalam Worldwide:* Company has installed a 1200 KWp rooftop solar power plant in Kapadwanj, Gujarat, for captive consumption. (Positive)

*Yatharth Hospital:* Company has acquired a super specialty hospital in Delhi (Positive)

*IREDA:* Company secured a 26 billion Yen loan from SBI Tokyo, with a 10 billion Yen greenshoe option. (Positive)

*Adani Green Energy:* Company's subsidiary starts 37.5 MW solar power project in Gujarat’s Khavda (Positive)

*DCM Shriram:* Commissioned a 12TPD Compressed Biogas plant at Ajbapur Unit (Positive)

*Ashima:* Company has sold land in Ahmedabad for ₹48.00 Cr. (Positive)

*Bharat Electronics:* Company gets additional orders worth ₹1,385 crore since March (Positive)

*Suryoday SFB:* Company completed the sale of a stressed loan portfolio (Rs 80.59 Cr as of Feb 28, 2025) to Asset Reconstruction Company for Rs 31.43 Cr. (Positive)

*Power Grid:* Board approves investment of ₹673.08 crore for procurement of 6 397 MVA converter transformer for Talcher-Kolar HVDC Link. (Positive)

*Shree Cement:* Company increases production capacity of Nawalgarh, Rajasthan-based integrated cement plant to 4.50 MTPA from 3.80 MTPA. (Positive)

*Varun Beverages:* Company has entered into share purchase agreements with Ghana Bottling Company Ltd and Tanzania Bottling Company SA (Positive)

*Vodafone Idea:* Government to convert dues into equity, to get shares worth Rs 36,950 cr at an issue price of Rs 10/sh. (Positive)

*DCM Shriram:* Company commissions 2nd 300 TPD flexi-fuel flaker plant at Jhagadia, Bharuch, Gujarat (Positive)

*Waaree Energies:* Inaugurates 5.4 GW solar cell gigafactory facility in Chikhli, Gujarat (Positive)

*Newgen Software:* Company signs 3year agreement with a customer for an order worth $1.58 m (Positive)

*Walchandnagar:* Company received a contract from Vikram Sarabhai Space Centre (VSSC) for ₹30.75 Cr. (Positive)

*SRF Ltd:* Company announced the commissioning & capitalization of its Belting Fabric Operations project. (Positive)

*NCC:* Company gets total orders worth ₹5,773 crore in March 2025 (Positive)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

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

*News Headlines from Business News Agencies:*

*Business Standard*

Govt weighs EV charging expansion across key infra with ₹2,000 crore fund
Goldman raises odds of US recession to 35%, predicts 3 interest rate cuts
Nalco draws Parl panel flak for spending under 50% of targeted capex
India inflows hit 6-month high at $419 mn as US funds see $19 bn redemption
LuNGS Alliance to enhance access to tailored cancer therapies in India
Flex office operators eye IPOs as MNCs, GCCs demand grade-A spaces
BirlaNu plans to invest up to Rs 1,300 cr in next 3 yrs, eyes acquisitions
India's tea exports touch highest levels, but rising imports a concern
OYO expects 60% jump in Q4 revenue at Rs 2,100 crore: Ritesh Agarwal
Equity MF inflows likely slowed down further in March after February dip
Auto-parts companies tap electronics as new growth avenue: Report

*Economic Times*

NHPC begins 600 MW commercial supply from 3 units of Parbati-II
Apple hit with $162 million French antitrust fine over privacy tool
Prozeal Green Energy, Gujarat Kidney and Super Speciality file for IPOs with SEBI
Spinny raises $52 million from existing investors Accel, Fundamentum
DCM Shriram commissions new caustic soda flakes plant in Gujarat
Ankura Hospitals secures Rs 165 cr funding from ADB
E-commerce sector in India to see highest salary hike in 2025: EY Report
Indian companies with over Rs 1 lakh crore market cap surge 40 times since 2000: NSE Report
Tejas Networks gets Rs 189.1 cr from govt as PLI incentive for FY25
Croma appoints Shibashish Roy as new CEO & MD
India may redraw PLI playbook with 360-degree approach for champion sectors

*Mint*

Indian banks expected to see loan growth of 12-14 per cent in FY26: Report
Renault to acquire Nissan's 51% stake in Indian auto manufacturing arm
RBI likely to cut rates in April, BofA sees repo at 5.5% by year-end
Indias external debt rises to USD 717.9 bn at Dec-end
Sitharaman to visit London from Apr 8-10; FTA talks may figure in meetings
Goldman slashes S&P 500 target for second time this month on growth risks
FPI exodus persists in March; equities worth ₹1.16 lakh crore sold in 2025 YTD
China Banks Increase Consumer Loan Rates to Protect Margins
Regulator proposes tweak in pipeline tariffs; CNG and piped gas to be charged lowest rate
Brace for hotter April-June as IMD warns of more heatwave days in many states.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Monday, 31 March 2025

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

DIGITAL PAYMENTS GROWTH

While online transactions done by men grew between fiscal 2014-2021, the increase in those carried out by women outpaced the corresponding growth.

https://shorturl.at/aJi5P
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Friday, 28 March 2025

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

India Daybook – Stocks in News


HCL Tech: Company partners with Samsung to enhance Semiconductor innovation. (Positive)

Infosys: Company drives LKQ Europe’s HR overhaul with unified cloud platform (Positive)

Uflex: Flex America, a step-down subsidiary, began commercial operations of its new Cast Polypropylene Films production line in Mexico on March 26, 2025, with an installed capacity of 18,000 MTPA (Positive)

Zensar Tech: Company to collaborate with Tesco Insurance & Money. (Positive)

Dr Agarwal's Health: Company has started a new branch in Eluru, Andhra Pradesh, and effective March 27, 2025. (Positive)

North Eastern: Company secured a 5-year contract from Tata Steel Limited to transport steel products using electric heavy vehicles (EVs) from Sahibabad to various destinations. (Positive)

Expo Gas Containers: Company received a work order on March 27th, 2025, from BPCL (Mahul), Mumbai, for Rs 25.62 crore. (Positive)

City Union Bank: Bank opened 7 new branches on March 27, 2025, bringing the total to 875 branches. (Positive)

Jindal Steel: Company Declared Successful Bidder For Saradhapur Jalatap East Coal Block, Company Has Been Declared The Highest Bidder With A Revenue Sharing Of 10%. (Positive)

M&M & Force Motors: Ministry of Defence signs Rs 2,500 crore contracts for NAMIS Tracked version of anti-tank weapon platform and 5,000 Light Vehicles (Positive)

Max Estates: Board of Directors have approved the Binding MOUs with New York Life Insurance Company for proposed investment by the Company (Positive)

Zen Technologies: Company bags ₹152 crore order from ministry of defence for integrated air defence combat simulator (Positive)

AB Fashion: NCLT approves scheme of arrangement among company & Aditya Birla Lifestyle Brands (Positive)

Raymond Ltd: NCLT has approved the Scheme of Arrangement between Raymond Limited (Demerged Company) and Raymond Realty Limited (Resulting Company). (Positive)

DCM Shriram: Commissioned a 12TPD Compressed Biogas plant at Ajbapur Unit (Positive)

Bharat Electronics: Company gets additional orders worth ₹1,385 crore since March (Positive)

Kinetic Engineering: Company announced the allotment of 93,56,725 Convertible Warrants at ₹171 each via a preferential issue. (Positive)

Adani Green: Company has operationalized an aggregate 396.7 MW power projects at Khavda, Gujarat. (Positive)

BSE: NSE has deferred its plan to change the expiry day until further notice post SEBI consultation paper. (Positive)

GIPCL: Company announced the allotment of 39,64,756 equity shares at ₹227.00 each to Gujarat Alkalies and GSFC (Positive)

UltraTech Cement: Company commissions brownfield clinker capacity of 3.35 MTPA in Madhya Pradesh plant. (Positive)

IREDA: Company Secures JPY 26 Billion ECB Facility from SBI Tokyo (Positive)

Bharat Forge: Kalyani Strategic Systems has entered into a joint venture agreement with Duma Engineering Group S.L. for solutions relating to defence products to address Indian, European and certain other export markets. (Positive)

DLF: Company has outlined an aggressive financial strategy, targeting a zero-debt position in its development business (Positive)

BEML: Company has received a contract by Bengaluru Metro Rail Corporation with a value of approximately ₹405 Crores. (Positive)

Asian Paints: Arm to set manufacturing facility for Vinyl Acetate Ethylene Emulsion (VAE) & Vinyl Acetate Monomer (VAM) and Ethylene storage & handling facility in Dahej, Gujarat. (Neutral)

Gravita India: ICRA revises credit ratings. Fund-based/non-fund based working capital limits of ₹100 Cr. rated [ICRA]AA- (Stable). (Neutral)

HDFC Bank: Issues 20 lakh credit cards in partnership with Tata Neu. (Neutral)

SAL Automotive: Company announced a record date of April 3, 2025, for a bonus issue. (Neutral)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

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

*🌹🇮🇳India Daybook – Stocks in News* *VRL Logistics*: Q2FY27 PAT surged 104% YoY to ₹102 Cr, revenue grew 20.7% to ₹962 Cr and EBITDA rose...