SHAREKHAN (Shah Investments) @sharekhanmumbai Channel on Telegram

SHAREKHAN (Shah Investments)

@sharekhanmumbai


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Genuine Market Updates, Stock idea, Research and News

Disclaimer:-This channel is only for educational purpose and run by AP of Sharekhan

SHAREKHAN (Shah Investments) (English)

Are you looking to stay informed about the latest updates in the stock market? Do you want access to genuine market insights, stock ideas, research, and news? Look no further than SHAREKHAN (Shah Investments) Telegram channel! This channel, with the username @sharekhanmumbai, is your go-to source for all things related to the financial world. Whether you are a seasoned investor looking to stay ahead of the game or a beginner looking to learn the ropes, SHAREKHAN has got you covered.

When you join SHAREKHAN, you will gain access to valuable information that can help you make informed decisions about your investments. From market trends to expert analysis, this channel provides comprehensive coverage of the stock market. And the best part? It's all for educational purposes, so you can rest assured that you are getting reliable and trustworthy information.

For those interested in opening an account, the channel provides a convenient link for account opening. Additionally, if you have any questions or need support, you can reach out via WhatsApp using the provided link. SHAREKHAN is committed to ensuring that its members have the support they need to succeed in the world of investing.

So, whether you are a seasoned trader or a novice investor, make sure to join SHAREKHAN (Shah Investments) on Telegram today. Stay informed, stay ahead, and make the most of your investments with SHAREKHAN!

SHAREKHAN (Shah Investments)

14 Feb, 13:04


#FundFlow | #FIIs net sell ₹4,294.69 crore while #DIIs net buy ₹4,363.87 crore in equities today (provisional)

SHAREKHAN (Shah Investments)

14 Feb, 03:39


Stocks To Watch

SHAREKHAN (Shah Investments)

13 Feb, 13:52


#FundFlow | #FIIs net sell ₹2,789.91 crore #DIIs net buy ₹2,934.50 crore in equities today (provisional)

SHAREKHAN (Shah Investments)

13 Feb, 03:55


MSCI REBALANCING

MSCI Small Cap Index
19 Additions

AFCONS INFR, AKUMS DRUGS, ALLIED BLENDERS, ASK AUTO ,BLACK BOX, CARTRADE TECH, E2E NETWORKS, GREAVES COTTON, JYOTI CNC, KOVAI MED, MANORAMA , OLA ELECTRIC, PEARL GLOBAL, SHAILY ENG ,SUNDARAM CLAYTON, TBO TEK, V2 RETAIL, WEBSOL ENERGY & ZAGGLE PREPAID

MSCI REBALANCING

MSCI Small Cap Index 19 Deletions

ADVANCED ENZYME, BAJAJ HIND , BALMER LAWRIE, BHARAT BIJLEE, DB CORP, DCB BK, FINEOTEX, JAI CORP, JAMNA AUTO, LA OPALA, MAGELLANIC CLOUD, MAHINDRA LOGISTICS, SANGHVI MOVERS, SHIVALIK BIMETAL, SPANDANA SPHOORTY, SULA VINEYARDS; SPARC, VST IND & WEST COAST

MSCI February Index Review

MSCI India - Standard Index
Inclusions - Hyundai India
Exclusions - Adani Green Energy

Indusind Bank to see weight increase of $258 m (est. As per IIFL Capital (Alt Desk)

19 Additions & 19 deletions from MSCI India smallcap Index

MSCI REBALANCING

INDIA’S WEIGHT NOW STANDS AROUND 19% VS 19.8% BACK IN NOVEMBER 2024, WHILE THAT OF CHINA HAS INCREASED TO 27.1% VS 26.8% EARLIER

NET PASSIVE FLOW OF $850 MN TO $1BN

ADJUSTMENT TO HAPPEN ON FEBRUARY 28

SHAREKHAN (Shah Investments)

13 Feb, 03:45


*WHAT HAPPENED OVERNIGHT*

-> SPX -0.27%, Nasdaq +0.03%

-> UST 10y yield +9 bps to 4.62%

-> Brent Oil -2.2% to $75.31

-> President Trump confirmed that reciprocal tariffs could be signed today or tomorrow

-> White House Press Secy Leavitt: Reciprocal tariffs might come specifically before PM Modi's White House visit on Thursday

-> Select global leaders (EU, Canada, Brazil) expressed willingness to negotiate with the Trump team

-> Russia/Ukraine headlines will continue over the coming day(s)

-> Trump on social media: had a "lengthy and highly production phone call with President Vladimir Putin of Russia..."

-> US core CPI was hot; at 0.45% MoM in January

-> Fed Chair Powell: "..but we are not quite there yet...we want to keep policy restrictive"

SHAREKHAN (Shah Investments)

13 Feb, 03:31


Stocks To Watch

SHAREKHAN (Shah Investments)

13 Feb, 03:30


Here's how global market cues are placed this morning

SHAREKHAN (Shah Investments)

13 Feb, 03:29


Fund Flow Activity: 12 February 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

Cash Volume: 104609.92 + 6067.12 Total: 110677.04
F&O Volume: 26654509.03 + 1870697.36 Total: 28525206.39

Provisional Cash

FII/FPI: NET SELL: -4969.3
(12,389.10 - 17,358.40)

DII: NET BUY: +5929.24
(15,357.41 - 9,428.17)

SHAREKHAN (Shah Investments)

12 Feb, 03:37


Stocks To Watch

SHAREKHAN (Shah Investments)

12 Feb, 03:36


*WHAT HAPPENED OVERNIGHT*

-> SPX +0.04%, Nasdaq -0.36%

-> UST 10y yield +4 bps to 4.54%

-> Dollar Index -0.35% to 107.94

-> Brent Oil +1.4% to $76.92

-> Quiet day with limited Trump headlines

-> Markets wait for announcements on reciprocal tariffs

-> China's 10-15% tariffs on US takes effect tonight

-> Trump confirmed that he will be sending Treasury Secy Bessent to Ukraine to speak with Zelenskyy

-> Fed Chair Powell kept his neutral tone in his semi-annual Senate testimony

-> Powell reiterated that the Fed "do not need to be in a hurry" to adjust their policy stance

-> Markets remained biased for a March pause

SHAREKHAN (Shah Investments)

11 Feb, 13:43


Fund Flow Activity:
11 February 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

Cash Volume: 87197.43 + 5100.18 Total: 92297.61
F&O Volume: 13833958.57 + 42880232.68 Total: 56714191.25

Provisional Cash

FII/FPI: NET SELL: -4486.41
(11495.99 - 15982.4)

DII: NET BUY: +4001.89
(13787.72 - 9785.83)

SHAREKHAN (Shah Investments)

11 Feb, 03:45


Stocks To Watch

SHAREKHAN (Shah Investments)

10 Feb, 17:34


Fund Flow Activity:
10 February 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

Cash Volume: 74020.11 + 4323.17 Total: 78343.28
F&O Volume: 9869165.02 + 7116706.84 Total: 16985871.86

Provisional Cash

FII/FPI: NET SELL: -2463.72
(9607.92 - 12071.64)

DII: NET BUY: +1515.52
(9802.45 - 8286.93)

SHAREKHAN (Shah Investments)

10 Feb, 10:50


Report Card - 10.02.2025

SHAREKHAN (Shah Investments)

10 Feb, 03:32


Stocks To Watch

SHAREKHAN (Shah Investments)

07 Feb, 13:36


#FundFlow |#FIIs net sell ₹470.39 crore while #DIIs net buy ₹454.20 crore in equities today (provisional)

SHAREKHAN (Shah Investments)

07 Feb, 04:42


#BREAKING | RBI cuts repo rate by 25 basis points, the first rate cut in five years 🚨

SHAREKHAN (Shah Investments)

07 Feb, 04:05


Stocks To Watch

SHAREKHAN (Shah Investments)

07 Feb, 03:12


WHAT HAPPENED OVERNIGHT

-> SPX +0.36%, Nasdaq +0.51%

-> UST 10y yield increased 2 bps to 4.43%

-> Brent Oil -0.4% to $74.30

-> Dollar Index flat around 107.67

-> Amazon's posted slightly disappointing Q4 profits

-> Treasury Secy Bessent said he recently had a constructive meeting with Fed's Powell

-> Treasury Secy on US 10s: "Trump's goal of energy dominance, deregulation, and non-inflationary growth...10y yield will naturally come down"

SHAREKHAN (Shah Investments)

06 Feb, 14:58


#FundFlow | #FIIs net sell ₹3,549.95 crore while #DIIs net buy ₹2,721.66 crore in equities today (provisional)

SHAREKHAN (Shah Investments)

06 Feb, 03:38


Stocks To Watch

SHAREKHAN (Shah Investments)

06 Feb, 03:36


Global Markets 🕤
US Markets
Nasdaq 🔼 34 points 0.17 %
Dow Spot 🔼 317 points 0.71 %
Asian Markets
GIFT Nifty 🔼 61 points 0.26 %
Nikkei 🔼 57 points 0.15 %
Strait Times 🔼 22 points 0.57 %
Hang Seng 🔼 41 points 0.2 %
Taiwan 🔼 73 points 0.32 %
Kospi 🔼 17 points 0.62 %
Shanghai 🔼 18 points 0.55 %

Dow Futures 🔼 68 points
FTSE Futures 🔼 99 point
Commodities - Crude
Crude (Brent) 74.79 🔼 0.18 points 0.24%
Crude (WTI) 71.29 🔼 0.28 points 0.37%
Gold (Spot) 2867 🔼 26.18 points 0.92%

SHAREKHAN (Shah Investments)

06 Feb, 03:35


WHAT HAPPENED OVERNIGHT

-> SPX +0.39%, Nasdaq +0.19%

-> UST 10y yield lost 9 bps to 4.42%

-> Brent oil -2% to $74.70

-> Dollar Index -0.28% to near 107.60

-> Gold reached record highs above $2860

-> Trump news-flow was limited

SHAREKHAN (Shah Investments)

06 Feb, 03:35


#FundFlow | #FIIs net sell ₹1,682.83 crore while #DIIs net buy ₹996.28 crore in equities today (provisional)

SHAREKHAN (Shah Investments)

05 Feb, 03:55


Stocks To Watch

SHAREKHAN (Shah Investments)

05 Feb, 03:33


GLOBAL

NO MAJOR IMPACT YET ON CHINA TARIFFS- US markets closed higher yesterday

S&P 500 up 0.7%

European stocks close mostly higher after some tariff uncertainty relief

Yield, Gold cool off on normalancy, while crypto continues free fall

Alphabet down 8% in after market trading after weak numbers

Oil peak-Trump gets active and aggresive on Iran

Chinese markets open after holiday-weaker side-important PMI data today

Mixed signals in Asia-But India remains positive

SHAREKHAN (Shah Investments)

04 Feb, 17:37


#FundFlow | #FIIs net buy ₹809.23 cr while #DIIs net sell ₹430.70 cr in equities today (provisional).

Alert: FIIs turn net buyers in the cash market after 23 days

SHAREKHAN (Shah Investments)

04 Feb, 05:58


🎯 Big News

1️⃣ China To Impose 10% Tariffs On Oil, Agri Machines From US

2️⃣ China To Impose 15% Tariffs On Coal, LNG Imported From US

3️⃣ CHINA: TARIFFS RETALIATE AGAINST 10% TRUMP TARIFF

4️⃣ CHINA: NEW U.S. TARIFFS START FEB 10

5️⃣ CHINA: 15% TARIFF ON U.S. COAL, LNG

6️⃣ CHINA: 10% TARIFF ON U.S. OIL, FARM EQUIPMENT, AUTOS

SHAREKHAN (Shah Investments)

04 Feb, 03:41


Stocks To Watch

SHAREKHAN (Shah Investments)

04 Feb, 03:40


Global Markets 🕤
US Markets
Nasdaq 🔽 222 points -1.13 %
Dow Spot 🔽 123 points -0.28 %
Asian Markets
GIFT Nifty 🔼 130 points 0.56 %
Nikkei 🔼 620 points 1.58 %
Strait Times 🔼 7 points 0.18 %
Hang Seng 🔼 542 points 2.67 %
Taiwan 🔼 167 points 0.74 %
Kospi 🔼 41 points 1.68 %
Shanghai Shut Today %

Dow Futures 🔼 60 points
FTSE Futures 🔼 11 points
Commodities - Crude
Crude (Brent) 75.43 🔽 0.53 points -0.7%
Crude (WTI) 72.24 🔽 0.92 points -1.26%
Gold (Spot) 2820 🔼 21.78 points 0.19%

SHAREKHAN (Shah Investments)

04 Feb, 03:39


GLOBAL

Trump to pause tariffs on Canada and Mexico after they agree to strengthen borders-30 days cooling period

10-year Treasury yield slips as investors weigh Trump’s tariffs on global partners

Asia-Pacific markets jump as Trump pauses tariffs on Canada and Mexico

Oil prices close at 1-month low as US pauses tariffs on Mexico

Gold hits record high as Trump tariffs spur safe-haven buying

Bitcoin reverses earlier losses, tops $100,000 after U.S. delays tariffs on Mexico

SHAREKHAN (Shah Investments)

03 Feb, 14:16


#FundFlow | #FIIs net sell ₹3,958.37 crore while #DIIs net buy ₹2,708.23 cr in equities today (provisional)

SHAREKHAN (Shah Investments)

23 Jan, 03:42


Stocks To Watch

SHAREKHAN (Shah Investments)

23 Jan, 03:41


Global Markets 🕤
US Markets
Nasdaq 🔼 259 points 1.31 %
Dow Spot 🔼 131 points 0.3 %
Asian Markets
GIFT Nifty 🔽 43 points -0.19 %
Nikkei 🔼 184 points 0.46 %
Strait Times 🔼 24 points 0.63 %
Hang Seng 🔼 112 points 0.57 %
Taiwan Shut Today %
Kospi 🔽 21 points -0.84 %
Shanghai 🔼 47 points 1.46 %

Dow Futures ↔️ -8 points
FTSE Futures 🔽 25 points
Commodities - Crude
Crude (Brent) 78.81 🔽 0.19 points -0.24%
Crude (WTI) 75.26 🔽 0.18 points -0.24%
Gold (Spot) 2752.6 🔽 3.88 points -0.14%

SHAREKHAN (Shah Investments)

23 Jan, 03:40


#CNBCTV18Market | November #TelecomData

➡️#RelJio Gains 12.12 Lk Users Vs Loss Of 37.60 Lakh Users In October

➡️#VodafoneIdea Loses 15.02 Lk Users Vs Loss Of 19.77 Lakh Users In October

➡️#BhartiAirtel Loses 11.36 Lk Users Vs Addition of 19.28 Lakh Users In October

➡️ #BSNL Loses 3.39 Lk Users Vs Adds 5 Lakh Users In October

SHAREKHAN (Shah Investments)

23 Jan, 03:40


Global-Market Insights 1/n
-Trump trade continues on optimism
-S&P500 hit intraday record of 6,100.81 before closing at 6086, slightly below its all-time closing high
-Oracle jumped more than 6% and Nvidia climbed more than 4% as Trump announced a JV with OpenAI, Oracle and Softbank to invest $500 billion in AI infrastructure within the US
-In 2025, S&P500 is up 3.5%, and Dow and Nasdaq gained more than 3% each
-Dow Jones: 44156 (+131)
-S&P 500:  6086 (+37)
-Nasdaq: 20009 (+222)
-Brent Crude oil: $78.91/bbl
-Gold: $2765
-US 10Y Bond: 4.613%
-Dollar Index: 108.27
-Dollar/Rupee: 86.44
======
Global-Market Insights 2/2
-Trump threatens Russia with sanctions and tariffs if Putin doesn’t end Ukraine war.

SHAREKHAN (Shah Investments)

23 Jan, 03:39


Fund Flow Activity:
22 January 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

F&O Volume: 20928028.66 + 1035592.26 Total: 21963620.92

Provisional Cash

FII/FPI: NET SELL: -4026.25
(12936.64 - 16962.89)

DII: NET BUY: +3640.22
(15437.18 - 11796.96)

SHAREKHAN (Shah Investments)

22 Jan, 05:27


Budget Picks by Sharekhan

SHAREKHAN (Shah Investments)

22 Jan, 04:41


IPO UPDATE
Dental Water & Infra

SHAREKHAN (Shah Investments)

22 Jan, 03:36


Cues This Morning | 📈Nifty hits 7 month low; Trent, Adani Ports top losers

📊Get ready for today's trading session with the latest global and Indian markets news wrap!

SHAREKHAN (Shah Investments)

22 Jan, 03:32


Stocks To Watch

SHAREKHAN (Shah Investments)

22 Jan, 03:31


Global Markets 🕤
US Markets
Nasdaq 🔼 124 points 0.63 %
Dow Spot 🔼 538 points 1.24 %
Asian Markets
GIFT Nifty 🔼 53 points 0.23 %
Nikkei 🔼 577 points 1.46 %
Strait Times ↔️ 0.05 %
Hang Seng 🔽 266 points -1.33 %
Taiwan 🔼 330 points 1.24 %
Kospi 🔼 17 points 0.66 %
Shanghai 🔽 27 points -0.82 %

Dow Futures 🔼 11 points
FTSE Futures ↔️ 8 points
Commodities - Crude
Crude (Brent) 79.19 🔽 0.1 points -0.13%
Crude (WTI) 75.9 🔽 1.99 points -2056%
Gold (Spot) 2747 🔼 2.41 points 0.09%

SHAREKHAN (Shah Investments)

21 Jan, 13:58


Fund Flow Activity:
21 January 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

Cash Volume: 99502.09 + 6387.47 Total: 105889.56
F&O Volume: 16300115.05 + 36621996.23 Total: 52922111.28

Provisional Cash

FII/FPI: NET SELL: -5920.28
(9983.18 - 15903.46)

DII: NET BUY: +3500.32
(14355.52 - 10855.2)

SHAREKHAN (Shah Investments)

21 Jan, 11:52


Market at Close

SHAREKHAN (Shah Investments)

21 Jan, 11:50


Sebi considering bridging IPO-to-listing gap with 'when-listed' securities: Madhabi Puri Buch

Source: Economic Times

SHAREKHAN (Shah Investments)

21 Jan, 03:43


Securities in Ban for Trade Date 21 JAN -2025

ABFRL
ANGELONE
BANDHANBNK
CANFINHOME
KALYANKJIL
LTF
MANAPPURAM
RBLBANK

SHAREKHAN (Shah Investments)

21 Jan, 03:41


Stocks To Watch

SHAREKHAN (Shah Investments)

21 Jan, 03:39


Global Markets 🕤
US Markets
Nasdaq 🔼 289 points 1.49 %
Dow Spot 🔼 335 points 0.78 %
Asian Markets
GIFT Nifty 🔼 144 points 0.62 %
Nikkei 🔼 451 points 1.16 %
Strait Times ↔️ -0.07 %
Hang Seng 🔼 342 points 1.72 %
Taiwan 🔼 119 points 0.51 %
Kospi 🔽 4 points -0.14 %
Shanghai ↔️ 0.08 %

Dow Futures 🔽 118 points
FTSE Futures ↔️ -1 point
Commodities - Crude
Crude (Brent) 80.17 🔼 0.38 points 0.48%
Crude (WTI) 76.83 🔼 0.44 points 0.62%
Gold (Spot) 2725.32 🔼 15.01 points 0.55%

SHAREKHAN (Shah Investments)

21 Jan, 03:39


3QFY25 – Key Results on 21st January 2025 (Tuesday)

1. ICICI Prudential Life
2. UCO Bank
3. KEI Industries
4. Tata Technologies
5. Dalmia Bharat
6. PNB Housing Finance
7. Aditya Birla Real Estate
8. Indiamart Intermesh
9. India Cements
10. Tanla Platforms
11. South Indian Bank
12. Manorama Industries
13. Cyient DLM
14. Rossari Biotech
15. Jana Small Finance Bank
16. Indoco Remedies
17. Eimco Elecon (India)

SHAREKHAN (Shah Investments)

21 Jan, 03:39


*TRUMP:*

CONSIDERS IMPOSING 25% TARIFFS ON MEXICO AND CANADA.

TO ENACT TARIFFS ON CANADA AND MEXICO ON FEB. 1.

TRUMP ORDERS 90-DAY HALT IN US FOREIGN AID.

TRUMP ORDERS ENERGY DEPARTMENT TO RESUME REVIEWS FOR EXPORT PERMITS FOR LIQUEFIED NATURAL GAS.

TRUMP FLOATS IDEA OF UNIVERSAL TARIFF BUT SAYS NOT READY FOR THAT YET.

TRUMP MAY STRAIGHTEN OUT DEFICIT WITH THE EUROPEAN UNION WITH TARIFFS OR BY THEM BUYING OUR OIL AND GAS.

SIGNS ACTION TO WITHDRAW FROM WORLD HEALTH ORGANIZATION.

(MULTIPLE NEWS AND COMMENTS HOVERING AROUND FUTURE POLICY DECISIONS, VOLATILITY EXPECTED FOR GLOBAL ASSET CLASSES)

SHAREKHAN (Shah Investments)

21 Jan, 03:38


#TOP10 #StocksInFocus
1-VODA IDEA
SC: Vodafone wins big as SC dismisses Revenue's SLP in Rs. 1600 crore refund matter
2-DIXON TECH
Net Profit at Rs 216.2 Cr Vs 97 Cr (YoY)
Revenue at Rs 10,553.7 Cr Vs 4,817.3 Cr (YoY)
EBITDA Rs 390.6 Cr Vs 184 Cr (YoY)
Margin At 3.7% Vs 3.8% (YoY)
3-BAJAJ FINANCE/BHARTI AIRTEL
Bajaj Finance & Bharti Airtel ink a strategic partnership to create one of India’s largest digital platforms for financial services. Together, we will bring BFL’s financial solutions to Airtel's 370 million customers.
4-OBEROI REALTY
Net profit up 71.7% at ₹618.4 cr vs ₹360.2 cr (YoY)
Revenue up 34% at ₹1,411 cr vs ₹1,053.7 cr (YoY)
EBITDA up 68% at ₹856 cr vs ₹509.5 cr (YoY)
Margin at 60.7% vs 48.4% (YoY)
5-MCX
Good
Net Profit Rs 160 Cr Vs Loss Of Rs 5.4 Cr (YoY)
Revenue Up 57.4% Rs 301.4 Cr Vs Rs 191.5 Cr (YoY)
EBITDA Rs 193.2 Cr Vs EBITDA Loss Of Rs 19.7 Cr (YoY)
Margin At 64%
6-AGI GREEN PAC
Rev at 658cr vs 622cr, Q2 at 599cr
PAT at 91cr vs 67cr, Q2 at 72cr
EBITDA at 169 Cr, Margins at 25.68%.
7-LANDMARK CARS
Landmark Cars to open MG Select dealerships in Ahmedabad and Kolkata.
8-INNOVA CAPTAB
Board of Sharon Bio-Medicine Limited (a material subsidiary of the Company), in their meeting held on January 20, 2025, has approved the sale of property measuring 2,280 sq meters.
9-CIPLA
USFDA inspection at Goa facility; one observation noted.
10-L&T FINANCE
Net Profit down 2.1% at Rs 626.4 Cr Vs 640 Cr (YoY)
NII up 11.4% at Rs 2,041 Cr Vs 1,833 Cr (YoY)
Gross NPA Ratio at 3.23% vs 3.19% (QoQ)

SHAREKHAN (Shah Investments)

14 Jan, 14:40


#FundFlow | #FIIs net sell ₹8,132.26 crore & #DIIs net buy ₹7,901.06 crore in equities today (provisional)

SHAREKHAN (Shah Investments)

14 Jan, 03:41


Stock of the day

HUL

Buy Range - 2445-2456

Target - 2525 - 2580

Support - 2360

Time Frame – Positional

SHAREKHAN (Shah Investments)

14 Jan, 03:40


Global Equities’ Update

Asian stocks opened with muted note amid the mixed trading cues from western peers while Nikkei opens sharply lower after the long weekend. U.S. stock index futures are in marginal green zone as fears of overly disruptive trade tariffs under President-elect Donald Trump were eased by a report that his team was considering a gradual increase in duties while also comments related to hostage deal between Israel and Hamas by this weekend.


Dow Future (US): 42331, +37.0 points/ +0.09%

Nasdaq Future (US): 20844, +60.0 points/ +0.29%

DAX Future (Germany): 20337, +69.0 points/ +0.34%

FTSE Future (UK): 8224, -6.0 points/ -0.17%

Hang Seng Future (Hong Kong): 190000, +98.0 points/ +0.52%

Taiex Future (Taiwan): 22618, +76.0 points/ +0.36%

Kospi (South Korea): 2488, -1.3 points/ -0.06%

Nikkei Index (Japan): 38357, -834.0 points/ -2.13%

Gift Nifty: (India) 23272, +110.0 points/ +0.47% (Adjusted)

SHAREKHAN (Shah Investments)

13 Jan, 13:49


Fund Flow Activity:
13 January 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

Cash Volume: 105027.76 + 7053.55 Total: 112081.31
F&O Volume: 12516903.11 + 9245306.26 Total: 21762209.37

Provisional Cash

FII/FPI: NET SELL: -4892.84
(10978.18 - 15871.02)

DII: NET BUY: +8066.07
(20133.51 - 12067.44)

SHAREKHAN (Shah Investments)

13 Jan, 06:34


Issue Period
Issue opens on : Monday, January 13, 2025
Issue closes on : Wednesday, January 15, 2025
Price Band : Rs.407 to Rs.428 per equity share
Bid Lot : 33 equity shares and in multiple thereafter.
Issue Size : Rs. 698.06 crore

SHAREKHAN (Shah Investments)

13 Jan, 03:39


Cues This Morning | 📈Nifty drags for the third consecutive session; mostly dragged by Shriram Finance and IndusInd Bank on Friday

📊Get ready for today's trading session with the latest global and Indian markets news wrap!

SHAREKHAN (Shah Investments)

13 Jan, 03:39


Here's how global market cues are placed this morning

SHAREKHAN (Shah Investments)

13 Jan, 03:39


Mirae Asset Sharekhan Morning Tiger - 13th Jan 2025.pdf

SHAREKHAN (Shah Investments)

13 Jan, 03:39


Stocks to Watch

SHAREKHAN (Shah Investments)

10 Jan, 03:47


Mirae Asset Sharekhan Morning Tiger -2.pdf

SHAREKHAN (Shah Investments)

10 Jan, 03:46


Stocks To Watch

SHAREKHAN (Shah Investments)

09 Jan, 03:38


Global Markets 🕤
US Markets
Nasdaq ↔️ -0.07 %
Dow Spot 🔼 107 points 0.25 %
Asian Markets
GIFT Nifty 🔽 40 points -0.17 %
Nikkei 🔽 302 points -0.76 %
Strait Times 🔽 17 points -0.43 %
Hang Seng 🔼 56 points 0.3 %
Taiwan 🔽 51 points -0.22 %
Kospi 🔼 11 points 0.45 %
Shanghai 🔽 9 points -0.27 %

Dow Futures 🔽 27 points
FTSE Futures 🔽 11 points
Commodities - Crude
Crude (Brent) 75.95 🔽 -0.21 points -0.28%
Crude (WTI) 73.07 🔼 -0.25 points -0.34%

SHAREKHAN (Shah Investments)

09 Jan, 03:37


Stocks To Watch

SHAREKHAN (Shah Investments)

09 Jan, 03:36


Q3FY25 EARNING CALENDAR 09.01.2025

IREDA, TATAELXSI,TCS

TATAELXSI
Revenue expected at Rs 966 crore versus Rs 955 crore
EBIT expected to be seen at Rs 245 crore versus Rs 239 crore
EBIT margin expected to be seen at 25.36% versus 25.02%
Net profit expected to be seen at Rs 198 crore versus Rs 229 crore

TCS
Revenue expected at Rs 64335 crore versus Rs 64259 crore
EBIT expected to be seen at Rs 15752 crore versus Rs 15465 crore
EBIT margin expected to be seen at 24.48% versus 24.07%
Net profit expected to be seen at Rs 12299 crore versus Rs 11909 crore
Q3FY25 EARNING CALENDAR 10.01.2025

BCG, CESC, EMBDL, GNA, JUSTDIAL, PCBL

SHAREKHAN (Shah Investments)

09 Jan, 03:34


Global-Market Insights 1/n
-Because of currency uncertainty, trade setup for the Indian market is still poor
-Dollar index at close to 109 and Rupee at 85.90 is not a comfortable position
-The US markets were bumpy and volatile yet closed flat
-Fed has clearly warned that risk of inflation has increased; in 2025, fewer rate cuts are expected
-The Fed minutes showed that every committee member shared the same opinion
-As closer to Jan 20 when Trump will take charge as president is closely watched
========
Global-Market Insights 2/2
-Dow +107, S&P500 +9, Nasdaq -11
-US 10Y bond yield is at 4.691%
-Dollar Index is at 108.84
-Rupee-Dollar is at 85.90
-Gold is at $2680
-Brent oil is at $76.20

SHAREKHAN (Shah Investments)

08 Jan, 12:47


Fund Flow Activity:
08 January 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

Cash Volume: 95369.45 + 5459.4 Total: 100828.85
F&O Volume: 24903786.39 + 1384515.68 Total: 26288302.07

Provisional Cash

FII/FPI: NET SELL: -3362.18
(9944.21 – 13306.39)

DII: NET BUY: +2716.28
(14251.50- 11535.22)

SHAREKHAN (Shah Investments)

08 Jan, 03:38


#StocksToWatch | Here are more stocks that will be in focus today-

#IndoFarm: Negen Capital Services Bought 3.8 Lk Shares At ₹276.9/Sh Via Block Deals

#GMRPower: Extends Corp Guarantee In Favour Of IREDA For Loan Of ₹440 Cr Each To Proj SPVs

SHAREKHAN (Shah Investments)

08 Jan, 03:37


Stock in Action

M&M: Announces prices for top variant of BE 6 and XEV 9e at ₹26.9 lakh and ₹30.5 lakh respectively. Phased test drives to begin from January 14, bookings to begin from February 14 and deliveries to commence from March 2025.

Sobha: Total sales value down 28.9% in Q3 to ₹1,388.6 crore. Average price realisations up 16.5% year-on-year to ₹1,366.3 square feet.

Berger Paints: Continue to evaluate inorganic growth opportunities as part of regular course of business but there is no material event at present that warrants a disclosure.

Dr. Reddy's Laboratories: Arm signs agreement with Jaguar Labs Holdings to sell manufacturing facility in Louisiana

Exicom Tele-Systems: Partners with Mufin Green Infra to drive the expansion of EV charging solutions in India.

RVNL: Signs MoU with Dubai's GBH International Contracting LLC to explore business opportunities in the Civil Infra sector in GCC Countries.

Tata Technologies: Signs a strategic MoU with Telechips o innovate solutions for next-generation software-defined vehicles.

CESC: Issues LoA to arm Purvah Green Power to set up 150 MW of Wind-Solar Hybrid Power Project. The LoA also includes a greenshoe option to set up an additional 150 MW of Wind-Solar Hybrid Power Project.

SHAREKHAN (Shah Investments)

08 Jan, 03:37


Global-Market Insights 1/n
-The market setup is disturbed, so things are not in place
-Currency and oil prices could be significant spoiler for Asian markets
-It simply shows that stretched valuations provide opportunity for profit booking
-US markets closed negatively, led by tech shares
-Strong economic data in the US indicates that inflation could be future threat again
-The number of job openings increased by 259,000 in November 2024, which is above market expectations
-US Services PMI rose to 54.1 in December 2024 from 52.1 in November, above market expectations of 53.3
========
Global-Market Insights 2/n
-Dow -178, S&P500 -66, Nasdaq -375
-US 10Y bond yield is at 4.69%
-Dollar Index is at 108.51
-Rupee-Dollar is at 85.78
-Gold is at $2664
-Brent oil is at $77.05
=========
Global-Market Insights 3/3
-Brent crude oil rose to $77 on concerns over tighter Russian and Iranian supply due to escalating sanctions

SHAREKHAN (Shah Investments)

24 Dec, 15:56


#FundFlow | #FIIs net sell ₹2,454.21 crore #DIIs net buy ₹2,819.25 crore in equities today (provisional)

SHAREKHAN (Shah Investments)

24 Dec, 08:11


New Tata IPO? 🟢📈🚀🚀

As per news, Tata group has began work on a Rs 15,000-crore IPO of its financial services arm Tata Capital💰💰💰

Tata Capital is a non-banking financial services (NBFC) firm and a subsidiary of Tata Sons (Tata group's principal investment holding company)
https://bit.ly/4eQo0zG

SHAREKHAN (Shah Investments)

24 Dec, 08:10


NSE leads the unlisted market with ₹4.97 lakh crore in market capitalization, while Tata Capital isn’t far behind at ₹3.19 lakh crore. Who’s the next big player? 🚀

💬 Drop your favorite company and why in the comments below! Let’s discuss!

Ready to be part of these giants? Join https://bit.ly/4eQo0zG and invest in the unlisted market today!

SHAREKHAN (Shah Investments)

24 Dec, 03:34


Global Markets 🕤
US Markets
Nasdaq 🔼 188 points 0.96 %
Dow Spot 🔼 67 points 0.16 %
Asian Markets
GIFT Nifty 🔼 21 points 0.09 %
Nikkei 🔽 106 points -0.27 %
Strait Times 🔼 20 points 0.53 %
Hang Seng 🔼 205 points 1.04 %
Taiwan 🔼 162 points 0.7 %
Kospi 🔽 5 points -0.23 %
Shanghai 🔼 20 points 0.6 %

Dow Futures 🔼 13 points
FTSE Futures 🔼 47 points
Commodities - Crude
Crude (Brent) 73 🔼 0.37 points 0.51%
Crude (WTI) 69.58 🔼 0.34 points 0.49%

SHAREKHAN (Shah Investments)

24 Dec, 03:33


Stocks To Watch

SHAREKHAN (Shah Investments)

24 Dec, 03:33


Stock of the day
Oberoi Realty


Buy Range - 2255-2285
Target - 2350-2520
Support - 2160
Time Frame - Positional

SHAREKHAN (Shah Investments)

24 Dec, 03:31


Global-Market Insights 1/n
-The US traders made a risky long bet before the Christmas holiday week.
-Following Trump's victory, traders' confidence in tech stocks (the "super seven") remains strong.
-Bond yields and the dollar are rising. endangering the rally
-The US markets will be open for half a day tomorrow.
=====
Global-Market Insights 2/2
Dow +67, S&P500 +43, Nasdaq +192
US 10Y bond yield is at 4.59%
Dollar Indes is at 108.08
Gold is at $2626
Brent oil is at $72.90

SHAREKHAN (Shah Investments)

23 Dec, 18:32


IPO Update

SHAREKHAN (Shah Investments)

23 Dec, 16:33


#FundFlow | #FIIs net sell ₹168.71 crore while #DIIs net buy ₹2,227.68 crore in equities today (provisional)

SHAREKHAN (Shah Investments)

23 Dec, 10:13


Report Card - 23.12.2024

SHAREKHAN (Shah Investments)

23 Dec, 03:28


Securities in BAN Period
GRANULES
HINDCOPPER
MANAPPURAM
SAIL
BANDHANBNK
RBLBANK

SHAREKHAN (Shah Investments)

23 Dec, 03:28


Issue Period
Issue opens on : Monday, December 23, 2024
Issue closes on : Thursday, December 26, 2024
Price Band : Rs.745 to Rs.785 per equity share
Bid Lot : 19 equity shares and in multiple thereafter.
Issue Size : Rs. 500 crore

SHAREKHAN (Shah Investments)

23 Dec, 03:27


Global Markets 🕤
US Markets
Nasdaq 🔼 180 points 0.93 %
Dow Spot 🔼 498 points 1.18 %
Asian Markets
GIFT Nifty 🔼 41 points 1.09 %
Nikkei 🔼 342 points 0.88 %
Strait Times 🔼 41 points 1.1 %
Hang Seng 🔼 63 points 0.32 %
Taiwan 🔼 553 points 2.46 %
Kospi 🔼 36 points 1.48 %
Shanghai ↔️ 0.1 %

Dow Futures 🔼 130 points
FTSE Futures ↔️ 8 points
Commodities - Crude
Crude (Brent) 73.35 🔼 0.41 points 0.56%
Crude (WTI) 69.88 🔼 0.42 points 0.6%

SHAREKHAN (Shah Investments)

23 Dec, 03:26


Stock of the day
Coforge

Buy Range - 9350-9395
Target - 9575-10200
Support - 9065
Time Frame - Positional

SHAREKHAN (Shah Investments)

23 Dec, 03:26


Global-Market Insights 1/n
-The US markets recovered some losses on Friday, but challenges are still there
-The US markets are superbly overvalued, and its a matter of time when investors realise
-On Friday, Dow rose 1.2% to 42,840, while S&P500 advanced 1.1% to 5,931
-The Nasdaq increased 1% to 19,572
-For the week, Dow dropped 2.3%, while the S&P500 lost 2%, and Nasdaq shed 1.8%
=====
Global-Market Insights 2/n
Dow +500, S&P500 +68, Nasdaq +200
US 10Y bond yield is at 4.53%
Dollar Indes is at 107.81
Gold is at $2640
Brent oil is at $72.94
====
Global-Market Insights 3/3
-US congress avoided government shut down but already has an extensive to-do list for President-elect Donald Trump’s return to office
-The funding bill keeps the government open until March 14, 2025

SHAREKHAN (Shah Investments)

22 Dec, 19:51


IPO Update

SHAREKHAN (Shah Investments)

20 Dec, 16:50


#FundFlow | #FIIs net sell ₹3,597.82 cr while #DIIs net buy ₹1,374.37 cr in equities today (provisional)

SHAREKHAN (Shah Investments)

20 Dec, 05:40


Issue Period
Issue opens on : Friday, December 20, 2024
Issue closes on : Tuesday, December 24, 2024
Price Band : Rs.372 to Rs.391 per equity share
Bid Lot : 38 equity shares and in multiple thereafter.
Issue Size : Rs. 582.11 crore

SHAREKHAN (Shah Investments)

20 Dec, 03:38


Stocks to Watch

SHAREKHAN (Shah Investments)

20 Dec, 03:37


Key Points for Jubliant Food :

Strong growth strategies and recovery in samestore-sales-growth (SSSG) make it one of the best plays in the QSR space.

Like-for-like (LFL) growth turned positive in Q4FY24 and rose to 3% in Q1FY25 driven by double-digit growth in delivery LFL; Management expects LFL growth to further improve in the quarters ahead.

Acquisition of DP Eurasia (DPEU) has put JFL on track to become a leading emerging markets’ foodservice company with 3,000 stores across six markets and a portfolio of five brands.

We expect JFL to deliver a revenue/PAT CAGR of 21%/48%, respectively over FY2024-FY2027E driven by recovery in Domino’s India, sustained growth of Domino’s in other geographies, scaling-up of other brands (Popeyes, Dunkin’, Hong’s Kitchen and Coffy) and better operating efficiencies

SHAREKHAN (Shah Investments)

21 Nov, 03:35


#CNBCTV18Market | Here's how the global market cues are places this morning

SHAREKHAN (Shah Investments)

21 Nov, 03:33


🌏Here are some cues to watch out for!

SHAREKHAN (Shah Investments)

21 Nov, 03:33


Cues This Morning | 📈Nifty corrected over 200 points off days high but managed to close in green

📈Get ready for today's trading session with the latest global and Indian markets news wrap!

SHAREKHAN (Shah Investments)

21 Nov, 03:31


Stocks to Watch

SHAREKHAN (Shah Investments)

21 Nov, 03:29


Global Markets 8:40 AM
US Markets
Nasdaq 🔽 29 points -0.15 %
Dow Spot 🔼 140 points 0.32 %
Asian Markets
GIFT Nifty 🔽 202 points -0.85 %
Nikkei 🔽 319 points -0.84 %
Strait Times ↔️ 0.07 %
Hang Seng 🔽 36 points -0.19 %
Taiwan 🔽 122 points -0.54 %
Kospi 🔼 4 points 0.16 %
Shanghai ↔️ -0.04 %

Dow Futures 🔽 61 points
FTSE Futures 🔼 20 points
Commodities - Crude
Crude (Brent) 73.31 🔼 0.3 points 0.41%
Crude (WTI) 69.06 🔼 0.31 points 0.45%

SHAREKHAN (Shah Investments)

21 Nov, 03:28


GLOBAL MARKET INSIGHTS

- The US markets were volatile, but they picked some steam right before the close and ended the day flat
- Dollar gained after three straight sessions of losses
- Nvidia results came just before closing stock was down 0.8%, result was largely in line with analyst estimates, stock fell in after hours
- Healthcare, Energy and materials stocks were the biggest gainers, while consumer discretionary, financials and technology equities were the biggest drag
- Dow +139, S&P500 flat, Nasdaq -21
- US 10Y bond yield at 4.40%
- Dollar Index 106.60
- Gold at $2654
- Brent oil $73
- Retailer Target shares dive 22% after Q3 comparable sales up just 0.3% vs. 1.5% consensus, EPS missed by more than 20%, gross margins contracted 20 bps due to costs of managing higher inventory levels, Q4 guidance soft and FY EPS guidance lowered by 8%
- Ford to cut 4000 jobs in Europe amid tepid EV momentum

SHAREKHAN (Shah Investments)

19 Nov, 14:26


#IPOALERT

NTPC Green Energy Limited [MAIN BOARD IPO].

Issue opens on : Tuesday, November 19, 2024.
Issue closes on : Friday, November 22, 2024.

Price Band : ₹102 to ₹108 per equity share [Always apply on higher price].

Bid Lot : 138 equity shares and in multiple thereafter.

Issue Size : ₹10,000.00 crore. [100% FRESH ISSUE]

Application Money : 138 eq. shares × ₹108 per shares = ₹14,904 per lot.

🟩 INVESTORS CAN APPLY FOR LONG TERM GAIN 🟩

SHAREKHAN (Shah Investments)

19 Nov, 14:25


Nifty corrected over 200 points off day's high but managed to close in green

SHAREKHAN (Shah Investments)

19 Nov, 14:25


FIIs Net Sell ₹3,411.73 Cr while DIIs net buy ₹2,783.89 cr in equities today (provisional)

SHAREKHAN (Shah Investments)

19 Nov, 03:44


Stocks To Watch | 📊Ready, set, trade! Keep an eye on these stocks as they set the market abuzz

SHAREKHAN (Shah Investments)

19 Nov, 03:44


#CNBCTV18Market | Here's how the global market cues are placed this morning

SHAREKHAN (Shah Investments)

18 Nov, 17:17


Report card 18.11.2024

SHAREKHAN (Shah Investments)

18 Nov, 17:13


FundFlow activity

SHAREKHAN (Shah Investments)

18 Nov, 04:41


IPO Flash-NTPC Green Energy Ltd

About the Company:

NTPC Green Energy Ltd is a wholly owned subsidiary of NTPC Limited, a ‘Maharatna’ central public sector enterprise. Company is the largest renewable energy public sector enterprise (excluding hydro) in terms of operating capacity as of September 30, 2024 and power generation in Fiscal 2024. The renewable energy portfolio encompasses both solar and wind power assets with presence across multiple locations in more than six states which helps mitigate the risk of location-specific generation variability. Operational capacity was 3,220 MW of solar projects and 100 MW of wind projects across six (6) states as of September 30, 2024. As of September 30, 2024, the “Portfolio” consisted of 16,896 MWs including 3,320 MWs of operating projects and 13,576 MWs of contracted and awarded projects. As of September 30, 2024,“Capacity under Pipeline, for which a memorandum of understanding (“MOU”) or term sheet has been entered with joint venture partners or offtakers but where definitive agreements have not yet been entered, consisted of 9,175 MWs. As of September 30, 2024, Capacity under Pipeline together with our Portfolio consisted of 26,071 MWs. Company is looking to expand its capacity to 60GW by FY32.

IPO Details:

Issue opens: Nov 19, 2024 (Tuesday)
Issue closes: Nov 22, 2024 (Friday)
Issue size: Rs. 10,000 crore
Price band: Rs. 102-108 per share
QIB Portion: Not less than 75%
Non Institution Portion: Not more than 15%
Retail Portion: Not more than 10%

SHAREKHAN (Shah Investments)

18 Nov, 03:44


Stocks To Watch

SHAREKHAN (Shah Investments)

18 Nov, 03:38


Cues This Morning | 📈Nifty hits four month low; declines for sixth session on Thursday

📊Get ready for today's trading session with the latest global and Indian markets news wrap!

SHAREKHAN (Shah Investments)

18 Nov, 03:38


Stocks To Watch | 📊Ready, set, trade! Keep an eye on these stocks as they set the market abuzz

SHAREKHAN (Shah Investments)

14 Nov, 17:37


#FundFlow| #FIIs net sell ₹1,849.87 crore while #DIIs net buy ₹2,481.81 crore in equities today (provisional)

SHAREKHAN (Shah Investments)

14 Nov, 04:35


Stocks To Watch

SHAREKHAN (Shah Investments)

14 Nov, 03:38


Stock of the day

Oberoi Realty

Buy Range - 1930-1950

Target - 2040-2100

Support - 1840

Time Frame - Positional

SHAREKHAN (Shah Investments)

14 Nov, 03:38


Sharekhan Pre Market Insight (Morning Tiger) 14 Nov 2024.pdf

SHAREKHAN (Shah Investments)

14 Nov, 03:35


#MarketAlert | 15 out of Nifty 50 stocks - 30% - are down more than 20% from their 52 week highs

SHAREKHAN (Shah Investments)

14 Nov, 03:32


Stocks To Watch | 📊Ready, set, trade! Keep an eye on these stocks as they set the market abuzz

SHAREKHAN (Shah Investments)

14 Nov, 03:32


These are some of the companies set to report their Q2 numbers today👇

SHAREKHAN (Shah Investments)

14 Nov, 03:32


Here's how global market cues are placed this morning

SHAREKHAN (Shah Investments)

13 Nov, 17:28


FII, DII - Data Update!!

FIIs: Rs -2503 Crores

DIIs: Rs +6145 Crores

Why such a big difference ?

1) #PNBHousing 2300 cr bulk deal. #FIIs bot more than 1500 cr. Rest could be DIIs.
2) #Swiggy Listing = 2500 cr of del vols. A large part of it would be DIIs, FIIs

Source - Twitter.

SHAREKHAN (Shah Investments)

13 Nov, 03:50


Cues This Morning | 📈Nifty declines for fourth session; Britannia, BEL lead losses on Tuesday

📊Get ready for today's trading session with the latest global and Indian markets news wrap!

SHAREKHAN (Shah Investments)

13 Nov, 03:50


Donald Trump’s Major Announcements: Here are the key names emerging for top roles in the next US government!

SHAREKHAN (Shah Investments)

13 Nov, 03:49


Stocks To Watch

SHAREKHAN (Shah Investments)

13 Nov, 03:48


Securities in Ban for Trade Date 13 NOV -2024

AARTIIND
ABFRL
GRANULES
HINDCOPPER
MANAPPURAM

SHAREKHAN (Shah Investments)

13 Nov, 03:48


Global Markets 9.15AM
US Markets
Nasdaq 🔽 17 points -0.09 %
Dow Spot ↔️ 0.01 points %
Asian Markets
GIFT Nifty 🔽 37 points -0.15 %
Nikkei 🔽 395 points -1 %
Strait Times ↔️ 0.05 points %
Hang Seng 🔽 137 points -0.69 %
Taiwan 🔽 62 points -0.27 %
Kospi 🔽 44 points -1.75 %
Shanghai ↔️ 0.01 points %

Dow Futures 🔽 36 points
FTSE Futures 🔼 36 points
Commodities - Crude
Crude (Brent) 72.17 🔼 0.28 points 0.39%
Crude (WTI) 68.37 🔼 0.25 points 0.37%

SHAREKHAN (Shah Investments)

12 Nov, 16:18


#Breaking | #India's core inflation at 3.7% versus 3.5% in September.

SHAREKHAN (Shah Investments)

12 Nov, 16:18


SeptemberIIP at 3.1% vs -0.1% (MoM)

September mining growth at 0.2% vs -4.3% (MoM)

September manufacturing growth at 3.9% vs 1% (MoM)

Here's more👇

SHAREKHAN (Shah Investments)

08 Nov, 14:50


#FundFlow | #FIIs net sell ₹3,404.04 cr while #DIIs net buy ₹1,748.44 cr in equities today (provisional)

SHAREKHAN (Shah Investments)

08 Nov, 03:46


Stock of the day

Max Financial Services

Buy Range - 1230-1245

Target - 1300- 1336

Support - 1200

Time Frame - Positional

SHAREKHAN (Shah Investments)

08 Nov, 03:42


📣 Today's IPO Events 🎉

📍Sagility IPO Allotment
📍Last Day for Swiggy IPO
📍Last Day for ACME Solar Holdings IPO
📍2nd Day for Niva Bupa Health IPO

SHAREKHAN (Shah Investments)

08 Nov, 03:39


GIFTNifty flat, trading at a discount of less than 20 pts from Nifty Futures thursday close, indicates a muted start for the Indian market

SHAREKHAN (Shah Investments)

08 Nov, 03:29


Global Markets 🕤

US Markets
Nasdaq 🔼 285 points 1.51 %
Dow Spot 🔼 23 points 0.05 %

Asian Markets
GIFT Nifty ↔️ 12 points 0.05 %
Nikkei 🔼 134 points 0.34 %
Strait Times 🔼 53 points 1.44 %
Hang Seng ↔️ -0.02 %
Taiwan 🔼 240 points 1.02 %
Kospi 🔼 11 points 0.41 %
Shanghai ↔️ 0.05 %
Dow Futures ↔️ 1 points
FTSE Futures 🔼 29 points

Commodities - Crude
Crude (Brent) 75.32 🔽 0.31 points -0.41%
Crude (WTI) 71.92 🔽 -0.44 points -0.61%

SHAREKHAN (Shah Investments)

08 Nov, 03:28


🟢ITD Cementation: EBITDA Up 15%, Net Profit Rises 34.3%

🟢Allcargo Gati: EBITDA Up 19.5%, Margin At 4.2% Vs 3.4% (YoY)

🟢Emami: EBITDA Up 7%, Net Profit Rises 19% YoY

🟢Yatharth Hosp: EBITDA Up 21%, Revenue Rises 27.5% YoY

SHAREKHAN (Shah Investments)

08 Nov, 03:27


25 BPS CUT, POWELL SAYS HE IS NOT LEAVING !

10 Points.

1. FOMC cut its target rate by 25 bps, as expected, to 4.5-4.75%

2. The decision to cut rates was unanimous

3. The post-meeting statement had no real meaningful changes.

4. FOMC statement continues to note that the risks to inflation & employment are roughly in balance, and most importantly continues to provide the same noncommittal guidance that “in considering additional adjustments” to the funds rate the FOMC will be data dependent

5. Chair Powell’s comments at today’s FOMC meeting were on balance dovish: he expressed confidence that inflation & inflationary drivers were well-behaved, saw further cooling in the labor market as unwelcome, and endorsed a plan to gradually ease back toward neutral

6. Chair Powell said a pick-up in inflation could cause the Fed to slow rate cuts as policy rates approach neutral. But that is not the scenario that Powell sees as likely. Instead, he rhetorically asked “Where is the inflation coming from?” and stated 'the economy is not tight'

7. Chair Powell was asked multiple times about his interpretation of the rise in treasury yields & whether it might affect Fed policy. He responded that the move has not been sustained long enough for officials to react to

8. When questioned if he would resign if asked by Trump, he said 'No'

9. When asked if he’d be legally required to leave, he had another simple one-word answer 'No'

10. In addition to being asked whether he would leave, Powell fielded several questions about the election and potential policies of the incoming administration, all of which he avoided giving direct answers

SHAREKHAN (Shah Investments)

08 Nov, 03:27


Key Points for Max Financial Services Ltd :

APE grew by ~31% y-o-y (in-line) driven by strong growth in proprietary channels besides good show by ULIP and protection segment.

VNB grew by only 3% y-o-y (~22% below estimates). VNB margins were at 17.5% versus 22.2% y-o-y / 28.6% q-o-q and estimates of 23.2%.

Adverse product mix and higher opex led to big miss in VNB. Factoring in new surrender value norms, company expects VNB margins to be at 23-24% versus earlier 25-26% guided for FY25E

Strong growth in APE was led by proprietary channels although on low base.

Persistency ratios improved across all buckets.

SHAREKHAN (Shah Investments)

08 Nov, 03:25


Global-Market Insights 1/n
The global cues are neutral
-S&P500 closed at fresh record highs, as the post-election rally continued after the Fed delivered a widely expected rate cut
-The US Fed and Bank of England both cut rate 25 bps
-Fed cut rates by 25 bps, taking rate to a range of 4.5% to 4.75%
-Trump's victory attracted substantial US ETF inflows
-ETF inflows hit $18bn or 16 times the daily avg. inflow this year
===
Global-Market Insights 2/n
-S&P500 +44, Nasdaq +286, Dow no change
-US 10Y bond yield at 4.326%
-Dollar Index 104.23
-Gold at $2712
-Brent oil $75.57
===
Global-Market Insights 3/3
-Goldman Sachs sees big risks to best ever post-US election market rally
-Bond investors also cautious on Trump win, saying euphoria could be short-lived
-Chinese regulators tell banks to cut interbank deposit rates to free up funds

SHAREKHAN (Shah Investments)

07 Nov, 15:34


MSCI INDIA GLOBAL INDEX: Additions

- ALKEM LABORATORIES
- BOMBAY STOCK EXCHANGE
- KALYAN JEWELLERS INDIA
- OBEROI REALTY
- VOLTAS

MSCI INDIA DOMESTIC INDEX: Additions

- ALKEM LABORATORIES
- BOMBAY STOCK EXCHANGE
- JINDAL STAINLESS
- JSW ENERGY
- KALYAN JEWELLERS INDIA
- OBEROI REALTY
- ORACLE FINL SVCS SOFTW
- PRESTIGE ESTATES PROJECT
- VOLTAS

SHAREKHAN (Shah Investments)

07 Nov, 15:33


Nifty snaps 2-session gaining streak; Hindalco, Trent lead losses

📈Here's how the markets panned out today!

SHAREKHAN (Shah Investments)

07 Nov, 15:33


Check the FundFlow activity for 6th November

SHAREKHAN (Shah Investments)

07 Nov, 03:49


🇺🇸 Markets welcome President Trump!
🎺 Dow records best day since 2022, last jumped more than 1,000 points in a single day was in November 2022

US markets on Wednesday
#DowJones +3.6%
#Nasdaq +2.95%
S&P500 +2.53%

Broader Markets Outperform
🚀Russell 2000 +5.84%, hit a 52-week high
Reason: Small companies which are more domestic-oriented and cyclical could enjoy outsized benefits from Trump’s tax cuts and protectionist policies

Investments seen as beneficiaries under a Trump presidency erupted in trade
Tesla +14% 🚘 CEO Elon Musk is a prominent backer of Trump

Banks rallied
🏦 JPMorgan Chase +11.5%
🏦 Wells Fargo +13%

🔥 Trump Media & Technology Group +5.9%

Other Asset Classes
🇺🇸 10 year yield surges to 4.43%
💲 Dollar Index at 105.2, at four-month high
⛽️ Brent Crude at 74.9$/barrel
💸 Bitcoin at 75300$, Trump victory heralds wider crypto adoption and weaker regulation
🪙 Gold slips to 2660$/ounce, silver slips 4% to 31.2$/ounce

Key to track on Thursday is Federal Reserve’s interest rate decision & Chair Jerome Powell’s subsequent press conference 👀

SHAREKHAN (Shah Investments)

07 Nov, 03:49


🔹"Will be beneficial for India on overall basis," says Jairam Sampath of Kaynes Technology India

SHAREKHAN (Shah Investments)

07 Nov, 03:48


Cues This Morning | 📈Nifty registers biggest single session gain in over one month; hitting 24,500 mark on Wednesday

📊Get ready for today's trading session with the latest global and Indian markets news wrap!

SHAREKHAN (Shah Investments)

07 Nov, 03:48


MSCI Nov 2024 Rejig – Official Announcement!

Nuvama Alternative & Quantitative Research says 👇

a. Overall
Announcement broadly Inline with expectations
Adjustments are slated for Nov 25

b. Highlights for India
🇮🇳 is expected to witness a net inflow of appx USD 2.5 billion in FII passive flows
🇮🇳 representation in the MSCI EM Index is set to from 19.3% to closer to 19.8%

c. On Stocks
👎 From the conviction list, only Adani Energy did not make the cut
Reason: Cited low confidence about the stock's free float
💪 HDFC Bank
Final tranche of float-led weight adjustment is going to happen. Results in an inflow of approximately USD 1.9 billion

d. Representation in the MSCI EM Index
🇨🇳 China with a weight of 27% & 598 members in the index
🇮🇳 India's weight at 19.3% with 151 stocks

Hence this is enormous potential for far more additions to happen for India 🤩

SHAREKHAN (Shah Investments)

07 Nov, 03:48


Stocks to Watch

SHAREKHAN (Shah Investments)

01 Nov, 10:33


For Samvat 2081, We have picked five sparkling trading ideas based on our Technical Research

SHAREKHAN (Shah Investments)

01 Nov, 10:31


October #AutoSales | M&M Auto

Total Auto Sales At 96,648 Units Vs CNBC-TV18 Poll Of 88,000 Units

Total Auto Sales Up 20% At 96,648 Units Vs 80,679 Units (YoY)

October Auto Sales | M&M Tractor

Total Tractor Sales At 65,453 Units Vs CNBC-TV18 Poll Of 50,500 Units

Total Tractor Sales Up 30% At 65,453 Units Vs 50,460 Units (YoY)

SHAREKHAN (Shah Investments)

01 Nov, 10:31


October Auto Sales | #TataMotors

Total Sales At 82,682 Units Vs CNBC-TV18 Poll Of 77,000 Units

Total Sales At 82,682 Units Vs 82,954 Units (YoY)

Total Domestic Sales At 80,839 Units Vs 80,825 Units (YoY)

Total CV Sales At 34,259 Units Vs 34,317 Units (YoY)

Total PV Sales (Including EV) At 48,423 Units Vs 48,637 Units (YoY)

SHAREKHAN (Shah Investments)

01 Nov, 10:31


October Auto Sales | #MarutiSuzuki

Total Sales At 2.06 Lk Units Vs CNBC-TV18 Poll Of 1.93 Lk Units

➡️Total Sales Up 3.6% At 2.06 Lk Units Vs 1.99 Lk Units (YoY)

➡️Total Domestic Sales Down 2.3% At 1.73 Lk Units Vs 1.77 Lk Units (YoY)

➡️Total Domestic PV Sales Down 5% At 1.59 Lk Units Vs 1.68 Lk Units (YoY)

➡️Total Exports Up 51.1% At 33,168 Units Vs 21,951 Units (YoY)

SHAREKHAN (Shah Investments)

01 Nov, 10:31


October #AutoSales | #EscortsKubota

Total Tractor Sales Up 19.8% At 18,110 Units Vs 15,113 Units (YoY)

Domestic Tractor Sales Up 22.6% At 17,839 Units Vs 14,550 Units (YoY)

Export Tractor Sales Down 51.9% At 271 Units vs 563 Units (YoY)

SHAREKHAN (Shah Investments)

01 Nov, 10:30


Auto Sales Updates

MARUTI SUZUKI: OCTOBER TOTAL SALES 206,434 UNITS VS 199,217 UNITS (YOY), EST 193,300

TATA MOTORS: OCTOBER TOTAL SALES 82,682 UNITS VS 82,954 UNITS (YOY), EST 73,030

M&M: OCTOBER TOTAL SALES 96,648 UNITS VS 80,679 UNITS (YOY), EST 84,600

EICHER MOTORS: MOTORCYCLE OCTOBER TOTAL SALES 1,10,574 UNITS VS 84,435 UNITS (YOY), EST 114,040
EICHER MOTORS: CV OCTOBER TOTAL SALES 7112 UNITS VS 7,486 UNITS (YOY), EST 7,320

SHAREKHAN (Shah Investments)

01 Nov, 08:06


#FundFlow | #FIIs net sell ₹5,813.30 cr while #DIIs net buy ₹3,514.59 cr in equities today (provisional)

SHAREKHAN (Shah Investments)

31 Oct, 06:22


Schedule for Muhurat Trading on November 01-11-2024 (FRIDAY)

Pre-open session : 5:45pm to 6:00pm

Normal session : 6:00pm to 7:00pm

Post closing session : 7:10pm to 7:20 pm

SHAREKHAN (Shah Investments)

31 Oct, 04:18


Market Buzz

SHAREKHAN (Shah Investments)

31 Oct, 03:47


India's One Of The Largest And Fastest Growing NBFC,
Subsidiary of HDFC Bank Limited

HDB Financial Services Limited Files DRHP With SEBI

Size : 12,500 Cr
Fresh - 2,500 Cr
OFS - 10,000 Cr

FV : 10
Retail : 35%
Employee Quota : Yes

SHAREHOLDER QUOTA ✅️
HDFC Bank Limited

SHAREKHAN (Shah Investments)

31 Oct, 03:40


Stocks To Watch

SHAREKHAN (Shah Investments)

31 Oct, 03:38


May this Diwali fill your life with joy and happiness, and may all your dreams come true.

🪔 Happy Diwali 🪔

SHAREKHAN (Shah Investments)

31 Oct, 03:38


Sharekhan Pre Market Insights .pdf

SHAREKHAN (Shah Investments)

31 Oct, 03:17


GLOBAL MARKET INSIGHTS

- US markets closed lower after corporate earnings, macro data
- Asian markets opened lower ahead of Bank of Japan rate decision and, China factory output data
- US indices were under selling pressure after midday and ended at day's low
- US 10-year yield closing at highest level since 10 July
- Dow -91, S&P500 -19, Nasdaq -105
- Brent oil $72.90
- US 10Y bond yield at 4.3%
- Dollar Index 104.16
- Gold at $2798
- AMD shares dip 10% as Q3 earnings beat offset by slightly weaker-than-expected Q4 guidance
- Microsoft, and Meta reported earnings after the bell, with both beating quarterly revenue estimates.
- EY resigned as auditor to Super Micro Computer citing concerns about governance and transparency, SMC shares dip 32%
- Nvidia slipped 1.4%, tech sector was the biggest sectoral decliner, falling 1.34%
- Eli Lilly shares dip 6% on Q3 earnings miss and FY24 guidance downgrade
- US Q3 GDP at 2.8%, ahead of 2.6% consensus and a slight step-down from 3.0% in Q2
- US private job growth surged by a higher-than-expected 233,000 jobs in October
- BOJ expected to leave policy unchanged today amid uncertainties from Japan, US elections

SHAREKHAN (Shah Investments)

30 Oct, 16:18


Diwali Muhurat 🪔🪔 Trading Session on Friday, November 01, 2024

Pre Open:5:45PM 06:00PM
Nrl Mkt OPEN:6:00 PM
CLOSE 7:00 PM Closing Session 7:10 PM 7:20 PM

SHAREKHAN (Shah Investments)

30 Oct, 14:48


Instl. Investors EQUITY Cash Trades PROV. - 30/10/2024 : Rs. CRS. :

FIIS : SELL -4,613 (14,909-19,522)

DIIS : BUY +4,518 (13,594-9,076)

SHAREKHAN (Shah Investments)

30 Oct, 14:47


#India's April-September total expenditure at Rs 21.12 lakh crore.

SHAREKHAN (Shah Investments)

30 Oct, 14:47


#Breaking | Fertiliser output rises 1.9% year-on-year in September.

SHAREKHAN (Shah Investments)

30 Oct, 14:47


#Breaking | #India's coal output rises 2.6% year-on-year in September.

SHAREKHAN (Shah Investments)

30 Oct, 14:47


#Breaking | Eight core industries grow 2% in September.

SHAREKHAN (Shah Investments)

30 Oct, 14:47


#India's April-September gross tax revenue a Rs 18.14 lakh crore.

SHAREKHAN (Shah Investments)

30 Oct, 14:47


#India's April-September #fiscaldeficit at Rs 4.745 lakh crore.

SHAREKHAN (Shah Investments)

30 Oct, 14:45


Report Card 30.10.2024

SHAREKHAN (Shah Investments)

30 Oct, 03:45


Here's how global market cues are placed this morning

Here's how global market cues are placed this morning

SHAREKHAN (Shah Investments)

30 Oct, 03:45


Jefferies maintains a buy call on Marico after the company reported its earnings just yesterday. Says, Q2 saw a miss in terms of margin

Nomura maintains a neutral call on Maruti after the company reported its earnings just yesterday. Says, concerns about weaker demand remain, adding that high discounts may continue in near-term

SHAREKHAN (Shah Investments)

28 Oct, 14:16


#FundFlow | #FIIs net sell ₹3,228.08 cr while #DIIs net buy ₹1,400.85 cr in equities today (provisional)

SHAREKHAN (Shah Investments)

28 Oct, 04:33


Market Buzzers - 28th Oct 2024.

SHAREKHAN (Shah Investments)

28 Oct, 03:38


Stocks To Watch

SHAREKHAN (Shah Investments)

28 Oct, 03:38


Global-Market Insights 1/n
-The five biggest companies of the world will drive market this week
-S&P500 heavy weight Apple, Nvidia, Microsoft, Alphabet, and Amazon will post earnings this week
-Expectations are soft and market must digest it
-US markets were mixed on Friday while oil prices rose due to concerns about fighting between Israel-Iran
=====
Global-Market Insights 2/n
-Dow -260, S&P500 -2, Nasdaq +103
-Brent oil $76
-US 10Y bond yield at 4.242%
-Dollar Index 104.30
-Gold at $2754
============
Global-Market Insights 3/3
-Largely Earnings, US elections results and Fed meet outcome in next 20 days will be very crucial
-Rising bond yield and Gold prices are not comforting
-Middle east tension to hai hi

SHAREKHAN (Shah Investments)

25 Oct, 18:46


#FundFlow | #FIIs net sell ₹3,036.75 cr while #DIIs net buy ₹4,159.29 cr in equities today (provisional)

SHAREKHAN (Shah Investments)

25 Oct, 10:39


📊Nifty declines for 5th session; hits 2-month low mainly dragged by IndusInd Bank.
Here's how the market panned out!

SHAREKHAN (Shah Investments)

25 Oct, 03:41


Stocks To Watch

SHAREKHAN (Shah Investments)

25 Oct, 03:39


Here's how global market cues are placed this morning

Here's how global market cues are placed this morning

SHAREKHAN (Shah Investments)

25 Oct, 03:37


GIFTNifty trading flat vs Nifty Futures' Thursday's close, indicates a muted-to-negative start for the Indian market

SHAREKHAN (Shah Investments)

25 Oct, 03:37


Results Today

SHAREKHAN (Shah Investments)

24 Oct, 13:48


🟡Petronet LNG: Revenue at Rs. 13022 cr vs Rs. 13415 cr, down -2.9% QoQ

🟡Castrol India reports Q3; checkout the nos

SHAREKHAN (Shah Investments)

24 Oct, 13:48


📊 Nifty declines for 4th session; HUL, SBI Life lead losses.
Here's how the market panned out!

SHAREKHAN (Shah Investments)

24 Oct, 13:48


🎯IndusInd Bank reports Q2 with Net interest margin at 4.08%

SHAREKHAN (Shah Investments)

22 Oct, 03:29


IGL, #ONGC, #GAIL (India) & #OilIndia are #MorganStanley's top pick in the Indian gas industry.

SHAREKHAN (Shah Investments)

22 Oct, 03:29


Macquarie on Hyundai Motor initiates Outperform with target price of Rs 2235

Nomura on Hyundai Motor initiates Buy with target price of Rs 2472

SHAREKHAN (Shah Investments)

22 Oct, 03:29


Morgan Stanley maintains an overweight call on UltraTech Cement after the co reported its Q2 results just yesterday

SHAREKHAN (Shah Investments)

22 Oct, 03:27


Ahead of BRICS

SHAREKHAN (Shah Investments)

22 Oct, 03:26


Stocks To Watch

SHAREKHAN (Shah Investments)

22 Oct, 03:26


Global-Market Insights 1/n
-The US markets paused after a week of gains as bond yields increased, and a very tough week of results is in store
-Almost 20% S&P500 companies are scheduled to report results this week
-Profit booking is necessary because markets are in an extremely overbought area, some experts believe
=====
Global-Market Insights 2/n
-Dow -344, S&P500 -11, Nasdaq +50
-Brent oil $74.29
-US 10Y bond yield at 4.196%
-Bond yields experienced an upswing, with the US 10-year yield up 18 bps in the last three sessions
-Dollar Index 103.962
-Gold at $2738
============
Global-Market Insights 3/n
-Tesla, Boeing, Coca-Cola, IBM, Verizon, AT&T, United Parcel Service are among the major companies expected to report their Q3 results this week
- 112 S&P500 companies scheduled to report this week
====
Global-Market Insights 4/4
-Gold surges to an all-time high, hitting its sixth record this year amid rate cuts and geopolitical tensions
-Gold gained to $2,738.50, while silver jumped 2.4% to $34.02 per ounce
-Brent crude settled up 1.68% at $74.29 a barrel

SHAREKHAN (Shah Investments)

21 Oct, 15:22


Nifty closes in red; Tata Consumer, Kotak Bank lead losses
Here's how the markets panned out today!!!

SHAREKHAN (Shah Investments)

21 Oct, 15:22


Securities in ban for trade - Oct 22nd 👇

SEC. IN BAN FOR , 22-10-2024 :

1. AARTIIND 2. BANDHANBNK 3. BSOFT 4. CHAMBLFERT 5. GNFC 6. GRANULES 7. HINDCOPPER 8. IDFCFIRSTB 9. IEX 10 . INDIAMART 11. LTF 12. MANAPPURAM 13 . PEL 14. PNB 15 . RBLBANK 16 . SAIL

ADDITION : INDIAMART, MANAPPURAM, PEL, RBLBANK
DELETION : NATIONALUM, TATACHEM

SHAREKHAN (Shah Investments)

21 Oct, 15:22


🫰Check out the FundFlow activity for Oct 21st! FII 🔽DII

SHAREKHAN (Shah Investments)

21 Oct, 15:19


#FundFlow | #FIIs net sell ₹2,261.83 cr while #DIIs net buy ₹3,225.91 cr in equities today (provisional)

SHAREKHAN (Shah Investments)

21 Oct, 15:18


Issue Period
Issue opens on : Wednesday, October 23, 2024
Issue closes on : Friday, October 25, 2024
Price Band : Rs.334 to Rs.352 per equity share
Bid Lot : 42 equity shares and in multiple thereafter.
Issue Size : Rs. 554.75 crore

SHAREKHAN (Shah Investments)

21 Oct, 04:11


IPO's to Apply this week 👇🏻

Waaree Energies Must Apply : GMP 100% : last date 23rd October

Deepak Builders : can Apply : GMP 30% : last date 23 October

Afcons Infrastructure : Can Apply : GMP 45% : last date 29 October

SME IPO's

Freshara Agro Exports Can Apply : GMP 80% : last date 21st October

Danish Power Risk Takers can Apply : GMP 35% : last date 24 October

SHAREKHAN (Shah Investments)

21 Oct, 03:21


Stocks To Watch

SHAREKHAN (Shah Investments)

21 Oct, 03:19


GLOBAL MARKET INSIGHTS

- The US markets closed at all-time highs
- S&P500 and Dow made new life highs, buoyed by rally in Netflix
- Netflix shares jumped 11%, the top gainer on the S&P 500 and the Nasdaq
- Dow +37, S&P500 +23, Nasdaq +116
- Brent oil $73
- US 10Y bond yield at 4.083%
- Dollar Index 103
- Gold at $2730
- Weekly: Dow +1%, S&P500+0.9%, Nasdaq +0.8%

SHAREKHAN (Shah Investments)

21 Oct, 03:19


Pre Market Update

SHAREKHAN (Shah Investments)

20 Oct, 07:12


Important Update for F&O Traders!

NSE has revised contract sizes for index derivatives, effective Nov 20, 2024. Key changes:

- Nifty 50: 25 to 75
- Nifty Bank: 15 to 30
- Nifty Financial Services: 25 to 65
- Nifty Midcap Select: 50 to 120
- Nifty Next 50: 10 to 25

SHAREKHAN (Shah Investments)

18 Oct, 15:49


FIIs and DIIs