🇮🇳MMTechnicals Equity Invest

South Korea’s stock market has been halted after falling -8.4% at the open https://www.moomoo.com/news/post/71161512/south-korea-s-stock-market-plunges-on-black-monday-ai

Government has exempted eligible FIIs / FPIs from tax on interest income & capital gains earned from Indian Government Securities Earlier, foreign investors had to pay 20% withholding tax on interest income from Government bonds & 12.5% long term capital gains tax Now, with this tax exemption, post tax returns for foreign investors improve meaningfully This makes Indian Government bonds more attractive for FPIs Along with RBI’s move to expand the Fully Accessible Route & remove certain FPI investment limits, the aim is clear - attract more foreign capital into Indian debt markets. src : Reuters

Cemindia 638 to 1100 (72%) Emmvee 265 to 330 (25%) SG Finserv 487 to 578 (18%) In one month 💥

Wheels india 620 to 1550 (150%) 💥💥💥

Syrma Sgs 307 to 1195 💥

Cabinet Approvals – Key Highlights Aviation Sector - ₹10,000 Cr ATF Price Stabilisation Fund Approved - Aims To Control Fuel Cost Volatility - International ATF Prices Rose 2.5x Amid West Asia Crisis - ATF Price Increased From ₹60.5/Litre (Mar-26) To ₹142/Litre (May-26) Vehicle Replacement Scheme - ₹5,041 Cr Approved For Delhi-NCR - Targets Replacement Of Old BS-I To BS-IV Trucks & Buses - Covers 1.9 Lakh+ Trucks & 16,000 Buses - Promotes BS-VI & EV Adoption Road Infrastructure Projects - Telangana Highways - ₹7,597 Cr Approved - 4-Laning Of National Highways - Bihar Highways - ₹3,936 Cr Approved - 4-Laning Of National Highways - Odisha Coastal Highway - ₹8,301 Cr Approved - Madhya Pradesh Highways - ₹4,415 Cr Approved - Upgradation Of Select National Highways Total Infrastructure Outlay - Over ₹29,000 Cr Approved Across Road Projects Key Beneficiaries - Road EPC & Construction Companies - Tata Motors, Ashok Leyland, JBM Auto, Olectra - Airlines Such As IndiGo & Air India - Infrastructure Material & Engineering Companies Key Takeaway - Strong Push For Infrastructure Spending - Support For Aviation Sector Amid Fuel Price Shock - Positive Demand Outlook For Roads, Commercial Vehicles & EV Ecosystem

May Month Auto Sales Data Ather Energy 100% growth Atul Auto 31% growth TVS motors 31% growth Bajaj Auto 21% growth Hero Motocorp 14% growth Eicher Motors 15% growth TMPV 42% growth Maruti 35% growth M&M 20% growth TMCV 17% growth VST Tillers 28% growth Escorts 19% growth SML Mahindra 15% growth SSWL 18% growth in value Only exception: Force Motors down 15.35%

India is expected to roll out a mandate for blending isobutanol with diesel as early as this year. According to Road Transport and Highways (MoRTH) Secretary V Umashankar, this initiative could have a greater effect on the country’s energy security than ethanol blending in petrol, as diesel consumption is almost double that of petrol.

India's seafood exports touched an all-time high in both volume and value during the 2025-26 fiscal year, driven by strong demand for frozen shrimp and sustained imports from key markets such as the United States and China. India exported 19,72,018 metric tonnes of seafood worth Rs 73,890.46 crore in FY26, marking the highest-ever performance for the sector, according to the Marine Products Export Development Authority (MPEDA). India exported 19,72,018 metric tons (MT) of seafood valued at Rs 73,890.46 crore ($8.46 billion) during the 2025-26 fiscal year, registering an all-time high in terms of both volume and value," stated P Jawahar, IAS, Chairman, MPEDA.

IT stock given to client - started moving will do well in coming months

Couple of Pharma stocks given to client - both will do well in short to medium term

The Ministry of Finance has suspended the import duty on cotton from June 1 to October 31, giving the much-sought relief for the textile industry. Positive for textiles.

*BUYBACK CALENDAR – MAY 2026* ━━━━━━━━━━━━━━━━━━ *Zydus Lifesciences Ltd* Buyback Price: ₹1,150 CMP: ₹1,040 Record Date: 29 May 2026 ━━━━━━━━━━━━━━━━━━ *Dhanuka Agritech Ltd* Buyback Price: ₹1,400 CMP: ₹1,149.00 Record Date: 29 May 2026 ━━━━━━━━━━━━━━━━━━ *CyberTech Systems & Software* Buyback Price: ₹170 CMP: ₹142 Record Date: 29 May 2026 ━━━━━━━━━━━━━━━━━━ *Welspun Living Ltd* Buyback Price: ₹175 CMP: ₹139.30 Record Date: 22 May 2026 ━━━━━━━━━━━━━━━━━━ *CMS Info Systems Ltd* Buyback Price: ₹340 CMP: ₹307.10 Record Date: 22 May 2026 ━━━━━━━━━━━━━━━━━━ *Onward Technologies Ltd* Buyback Price: ₹328 CMP: ₹258 Record Date: 18 May 2026 *Date Passed* ━━━━━━━━━━━━━━━━━━ *Sarla Performance Fibers* Buyback Price: ₹110 CMP: ₹95.61 Record Date: 15 May 2026 *Date Passed* ━━━━━━━━━━━━━━━━━━ *Bajaj Auto Ltd* Buyback Price: ₹12,000 CMP: ₹10,462 Record Date: ⏳ Not Announced Yet ━━━━━━━━━━━━━━━━━━ *Kajaria Ceramics Ltd* Buyback Price: ₹1,380 CMP: ₹1,052 Record Date: ⏳ Not Announced Yet ━━━━━━━━━━━━━━━━━━ *Rolex Rings Ltd* Buyback Price: ₹180 CMP: ₹143 Record Date: ⏳ Not Announced Yet ━━━━━━━━━━━━━━━━━━ *Cyient Ltd* Buyback Price: ₹1,125 CMP: ₹906 Record Date: ⏳ Not Announced Yet ━━━━━━━━━━━━━━━━━━ *Wipro Ltd* Buyback Price: ₹250 CMP: ₹197 Record Date: ⏳ Not Announced Yet ━━━━━━━━━━━━━━━━━━ *TeamLease Services Ltd* Buyback Price: ₹1600 CMP: ₹1,412.40 Record Date: pending

🎾Standard Chartered announces more than 7,000 job cuts worldwide. Tata Consultancy Services (TCS) has rolled out an average salary hike of about 5%. TCS asks managers to put 5% of staff in band D, stoking fears of fresh layoffs. Karnataka has become the first Indian state to introduce a liquor tax based on alcohol content. The rejection rates for Indians applying for US F-1 student visas have climbed to 61% in 2025. Meta is laying off as many as 8,000 employees, 10% of the global employees of Facebook and Instagram in 2 days (May 20). After the May 20 layoffs, Meta is expected to carry out more job cuts in the second half of the year. An employee described a few colleagues stockpiling office supplies with free snacks and drinks and chargers as a form of “trauma bonding.”

🎾Standard Chartered announces more than 7,000 job cuts worldwide. Tata Consultancy Services (TCS) has rolled out an average salary hike of about 5%. TCS asks managers to put 5% of staff in band D, stoking fears of fresh layoffs. Karnataka has become the first Indian state to introduce a liquor tax based on alcohol content. The rejection rates for Indians applying for US F-1 student visas have climbed to 61% in 2025. Meta is laying off as many as 8,000 employees, 10% of the global employees of Facebook and Instagram in 2 days (May 20). After the May 20 layoffs, Meta is expected to carry out more job cuts in the second half of the year. An employee described a few colleagues stockpiling office supplies with free snacks and drinks and chargers as a form of “trauma bonding.”

Trump is a big punter. He did 3700 trades in first quarter, averaging more than 40 per day. Trades are in high momentum stocks like Nvidia, Oracle, Microsoft, Boeing & spelt out in more than 100 pages. Experts are baffled. "This is an insane amount of trades like algo hedge fund"

1. *April CPI at 3.5%*: Retail inflation hits 4-month high vs 3.4% in March, driven by food and bullion prices. Near RBI’s 4% target. 2. *Food inflation 4.2%*: Up from 3.9% in March. Rural 4.3%, urban 4.1%. Personal care items top at 17.7%, silver jewellery +144.3%. 3. *Rural > Urban pressure*: Rural inflation 3.7% vs 3.2% urban. Telangana highest at 5.8%, Andhra 4.1%, Karnataka 4%. 4. *Risks tilted upward*: W Asia conflict, energy prices, weak rupee, El Nino may push inflation higher. ₹5 petrol hike = +20 bps direct impact. 5. *RBI pause expected*: Economists see 5.25% repo rate unchanged in June. Hike possible later in 2026 if inflation breaches 5%.