Udyogwardhini's Stock Trading & Research Idea

GOVT TO CLARIFY PN3 RULES TO EASE LAND-BORDER INVESTMENTS GOVT MAY SOON ISSUE DETAILED FAQS TO CLARIFY GREY AREAS UNDER PN2/PN3 PN2/PN3 IS PRESS NOTE 3, WHICH DEALS WITH FDI RULES FOR NATIONS SHARING A LAND BORDER WITH INDIA AN FAQ HAS BEEN FINALISED AND WILL BE ROLLED OUT SOON, SAY OFFICIALS CLARITY EXPECTED ON THE 10% THRESHOLD FOR BENEFICIAL OWNERSHIP SEPARATELY, AN AMENDMENT TO FDI RULES IS POSSIBLE, POTENTIALLY AHEAD OF THE BRICS SUMMIT

Crude UP 96, Big Negative For India 🇮🇳. Inflation Risk Rised with Rising Foodgrains Prices too...Al Nino Monsoon Effect... Rising Bond Yields Worldwide is Another Global Risk for Recession n slowly Economy Collapse. Geopolitical Tense Continued with Iran-US, Ukraine-Russia- Attacks....

*Feeling the Chill* It’s a new month, and suddenly investors have fresh worries about old problems like interest rates, the bond market, and the Iran War.   Dow Jones lost 0.8% while S&P 500 fell 0.7% Nasdaq closed 1% lower.   Bond prices fell on Tuesday, and the 10-year Treasury yield hit its highest level seen in Trump’s second term. That caused pain for sectors like tech that are trading richly thanks to their expected future growth.

Global weak Usa bond 20 months high - indicating rate hike in next fed meet India GDP growth positive, fiscal deficit decline and credit growth also at 16.5 - overall good economic numbers Technical - close below 50 DMA but within range Momentum strong outside Nifty FII - 14 month in a row where they are seller VIX - within comfortable range Auropharma, indocom, paytm Ashok ley 170/200

July IIP Growth Down to 6.7 Vs 8.8. MSCI Rebalancing Today, in Last Hour. CNG Prices Hiked. GST Council Meet on 12 Sept. Defence Export Boost-Reclassified, Eased OGEL, Time Extended. Corporate Profits to GDP 5.2%, Hits All Time High. New Subscribers Added by Telecom Cos. Ashoka Buildcon Won Project fr RVNL. NBCC Ties with NHPC. Prestige Estate Launch Resi Project in N Chennai. Max Estate Buys Land in Delhi. Tata Chem Bought Soda Ash Contracts at US. Coforge Extend with Pegasystems. HDFC Bank CEO-MD to Step Down, Hits 52w Low. Happiest Mind Denies Rumours of ITC Infotech. Reliance Denies All charges against Essel Group-Subhash Chandra, Banks to File Appeal against Settlement of Loans in NCLAT. Jio IPO Approved. Waaree Renew won 2 Power Projects. FDA Cancels Cipla-Pune Licence. Nvidia Rally Push Indian IT Stks. Aug Auto Sales Nos Tomm. MTF Book ATH 1.5 L Crs, 0.3% of Mkt Cap. Fresh Attacks at Ukraine-Russia, Damages Oil Refineries, Jorden Attacks Raises US-Iran Tensions, Crude Up near 90. US Fed Chair Speech Hawkish Tone, Warns High Inflation, Hints at Rate Hike, Bond Yield Spike, Gold Down 4439, Silver 66, Rupee Up 95.38, Fii Big Sellers. US, Europe, Asian Mkts Down, Giftnifty -115 Pts, Gap Down Opening. Jai Ganesh 🙏

India-Canada Trade Deal Soon. Trump Declares National Emergency for Bulk Power Systems Produced Abroad. Flood in Nepal Paralyse Life with Big Tragedy. Govt Plans PLI for Battery Cell Mfg. Happiest Mind to D List post Deal with ITC Infotech. NBCC won Order. Block Deal in Lenskart. RRP Infra Order Cancelled by TN. GE Shipp Buyback at 1530. Tejas Network Won Order fr TCS for Radio Network. Texmaco Rail Ties German Co. Hero Motor to Raise Stake in Aether Energy. Capacite Infra Won Order Fr Mahindra. Federal Mogul Bumper Div of 94 per Share. Zee Huge Debt Settlement via NCLT. HCL Tech Ties Wacker. Tata Power Starts Tata Steel Power Plant. New India Ins gets IT Refund. Imagica Opens in Hyderabad, Gujarat. Ex Kotak Bank MD Joins 360 One. SC Recalls Lease Liability of Bombay Burma. Adani Power Ties for Power Purchase. Skipper Won Orders. MSCI Rebalancing on 31 Aug. Rumours of Cut in Import Duty of Gold, Silver-Leads to High Volatility in Spot. Gold 4598, Silver 69, Rupee Down, Fii Nominal Sellers, Crude 89. US Mkts Up (Nvidia Up 9%), Fed Chairman Speech Tonight, Japan Up, S Korea Down, Infy ADR Up, Wipro Down. Giftnifty -28 Pts. Happy Raksha Bandhan.

Big Flood in Tibbet-Nepal, China water Outflow-High Alert in UP, Bihar. US Proposed Higher H1B Visa Fees, Makes US Jobs More Costly. Counter Tariffs by Canada on US. H Copper OFS Settled at 540+, Bumper Response. Max Health gets GST Notice. Block Deal Likely in Icici AMC, Foseco, Aye Fin. M Tar won Nuclear Power Corp Order. BEL, Ceigall, GK Energy won Orders. Adani Energy won Maharashtra Project. Lupin Won Patent. Gabriel Ties S Korea. Moldtech Bonus 1:1. Tata Steel SC Relief in Input Tax Case. Idea-Bsnl Ties for Network sharing. Zydus Life Enters Gift City. HAL signs Safhal. VBL enters Alcohol Business. Meta Denies wrong Publish on social Media but Settles with US Court. US Mkts Down ( Bond Yield 4.65, Dollar Index Up 99+) Post Best Results of Nvidia( Revenue, Earnings), but Infy, Wipro ADR Down 3%. Gold 4622, Silver 69, Crude Cools Off Below 87, Fii Small Buyers. Asian Mkts Mixed. Giftnifty -69 Pts.

Shares Bought Yesterday Can NOT be Sold Today

Global - Iran omen temporary route Crude - some correction Nifty - Range Ofs - hind copper - participate Hindzinc 577/614 Varun beverages Adani ent Paytm LT 4000 / 4350

FPI Inflows Cross 25k Crs, 2Y High. Russia, China PM to Visit India. Nomura-Indian IT Cos Survey-Cut in Fresh Hiring, No Layoff but Hints Slowdown. Defence Ministry Approves Transfer of Technology DRDO to Boost Domestic Mfg of Missiles. RBI Maintains 6.7% GDP Growth with 5% Inflation. SEBI-Clean Chit on Fraud Complaints against Max Fin, Axis Bank. Varanium Cloud Guilty of Diversion of Funds. Imported Raw Sugar to be Sold within 2 Months as Finished Sugar. Block Deal Likely in Welcorp 2250, Groww 195 Today. Hind Copper OFS for Retail, Non Retail Bumper Over Subscribed 3.41. NBCC won Order from Rajasthan for Govt 170 Schools Bldgs. Tata Mot PV ties Tata Communications. HEG D-Merger HEG Graphite, HEG Advanced Material. VBL JV in Tunisia. Advait Energy Won Order fr MP. PVR Inox Buyback Meet. PN Gadgil Buys Stake in Shankesh Jewellers. Nitco Land Deal at Alibaug. Biocon get Approvals fr Japan. Cipla Hits US FDA. Flood of IPOs, PSU Last? OFS, Promotors Block Deals Sucking Liquidity from Secondary Mkts. Metals, Energy Under Pressure, IT, Pharma, PSU Banks, Fertilisers Bounced Back. Rupee Up 95.41, Fii, Dii Both Net Buyers, Gold 4645, Silver 68, Crude Down 86(Iran-Oman Agrees). US Mkts Up (Bond Yield 4.64) ahead of Nvidia Results, FED Meet Minutes. Giftnifty +62 Pts, R- 24448 Spot. Banks-Settlement Holiday, Shares Bought Yesterday Can NOT be Sold Today.

Global - mixed note Crude - not much reaction First monthly expiry in CAS - aware in OTM TCS acquisition - market will like it Hind copper - ofs Muthooth fin Mcx Siemens Paytm Lodha dev 1240/1310 fo NH 1825/1922 fo

Crude Stable 92 Post Operation Economic Outcast on Iran, now Secondary Sanctions on Supporters of Iran, Iran Questions US Own Financial Position. Russ Hikes Ferti Supply to India. Cabinet Meet at 11am. Govt Removes Export Ban of Wheat, Maida, Suji, No Shortage of Sugar, Prices Cooling. GE Shipping Buyback Meet. TCS Ties Porche for AI. Lenskart one more Big Block Deal Likely. Piramal Fin QIP at 2102. Hind Zinc OFS @ 514. Oriental Hotel to Merge with Indian Hotel. Kalyan Jewellers get Order from TN Govt.  Afcon Infra won Arbitration Award. Coal India S'Pore Registered. Ceigall Won Order fr Arunachal. L&T won W Asia Order for Gas Compression Plant. Ratnamani Won Export Order. Fairfax to Consolidate Holding in IDBI. GRSE to Expand via 3 Subsidiaries. Tata Power Starts Rajasthan project. Godrej Ind to Invest 20k Crs in Haryana. HEG D-merger. FTSE to Rebalance now on 21 Sept-Inflows in Infy, Bharti, Grow, Meesho, Lenskart. IPO Fever Hots Up-Tempsens-184 Times, 84K Crs. Clearing Holiday on 26 Aug, Mkt OPEN, Shares Bought on 25, can Not be Sold on 26. F&O Monthly Expiry Today. PCR Above 1, Dollar Index below 99, US Bond Yield at Risky Level, Rupee 95.75, Fii, Dii Both Net Buyers, Vix Stable, Gold 4678 at 15W High, Silver 69. Dow Up, Nasdaq, Europe, Asian Mkts Down, Nifty in Narrow Range. Giftnifty -43 Pts, S-24012.

Global - Iran USA Crude slowed to 92/93 India forex at pre war level - good for inr Buy in dips Stock specific action Dixon - govt pli incentive - 14400/15300 Hind zinc - weekly breakout Urban company Paytm Iifl fin - highest weekly close

Canada Stops Trade Deal Discussions with US. Tight Economic Sanctions on Iran fr Today, Iran Ready to End War, Only if US Corrects its Behavior. India Contribution to Global Mkt Cap at 50m Low, Near Historic Avg 2.8. IT Minister Launch Mobile Mfg Scheme 2.0. RBI Central Board Reviews Economy, $72.85 Crs Inflow of Forex under FCNR. Brahmos Missile Proposal Presented to UAE, Expect 1st Gulf Order. United Spirit to Re-start Sales in MP. Ban Removed. JSW Cement get GST Notice. Purvankara Won Order fr Chennai. Data Pattern won Order from BEL. NTPC Renewable Energy Won Solar Project. Block Deal Likely in Lenskart, Meesho. Moldtek Packaging Bonus Meet. Capline Point Pharma, Aurobindo, Natco gets US FDA Notice. Glenmark Launch in US. Tata Motors to Hike Prices fr 1 Sept. Indo Borax to Acquire Kronox Lab. Craftsman JV in Germany. F&O Expiry this Week, 3 New Stks in, 1 Out. Sugar Hits 70+, Govt Cuts Further Stock Limits. Rupee 95.7 (2nd Month on Inflows Aug 23544 Crs), Crude Down 91, Gold 4613, Silver 69, Fii Net Sellers. US Mkts Up (10y Bond Yield 4.7), Asian Mkts Mix, Nifty in Narrow Range, Midcaps Outperform Large Caps. Giftnifty +61 Pts.

Contra Fund म्हणजे काय? Contra Fund हा असा Equity Mutual Fund प्रकार आहे, ज्यामध्ये Fund Manager सध्या बाजारात unpopular, undervalued किंवा कमी पसंतीच्या असलेल्या कंपन्या/सेक्टर्समध्ये गुंतवणुकीच्या संधी शोधतो. सोप्या भाषेत उदाहरण समजा एखाद्या चांगल्या कंपनीचा शेअर सध्या बाजारातील भीतीमुळे ₹100 वरून ₹60 झाला आहे. पण Fund Manager ला वाटते की कंपनीची मूलभूत स्थिती मजबूत आहे आणि भविष्यात तिची किंमत वाढू शकते. तर Contra Fund अशा “आज कमी भावात असलेल्या, पण भविष्यात चांगली कामगिरी करू शकणाऱ्या” कंपन्यांमध्ये गुंतवणूक करू शकतो.

Alkylamine now 2042 (1st tgt achieved )

Global - correction Bond yield up Crude 92/93 Nifty - range Stock specific action Vix 7 month low, near oversold 23800-24400 range 24175/075 entry level and 24400 res Welspun 1961/2100 Zomato 310/355/370 RBL 382/411+

July Core Industries Growth Down to 5.4 Vs 6.0. India-Japan Talks between Defence Ministers, Boost Make in India. Govt Restricts Sugar Stock Limits for 15 Days, Allows Duty Free Sugar Imports of 10L T till 31 Oct. Welspun Corp won Big Order for Pipe Mfg from US. NSE IPO Proposal to get Listed on NSE itself, Puts Pressure on BSE. L&T won Order fr Dubai for Transportation Infra. EMS Won Order fr Raj, UP Govt for Water Treatment Project. RailTel won Oder for Networking. Saatvik Green won Order for Solar. AB Capital enters Gold Loan Business. Mankind Pharma Signs for Insulin in India. SEBI- FY 26 Retail F&O Loss Up 1.17L Vs 1.13L, Active F&O Traders Count Down. Maha Govt Bans Sale of Open Edible Oil to Stop Adulteration. IRDA Fines Niva Bupa. Vedanta Alum Signs MoU. US Mkts Down 1%+ post Walmart Poor Results, US Bond Yield again Shoots Up 10Y 4.70, even after US-Treasury Secretary Statement to Hike Buyback of Bonds. Europe, Asian Mkts Also Down. Gold 4509, Silver 67, Rupee Up 95.70, Fii Nominal Sellers, Crude Up 93, Vix Near 10. As Expected Nifty Bounced Back Yesterday Led by Sugar Stks, Giftnifty +48 Pts, S- 24042, R-24312 Spot.

1️⃣ Sunshine Pictures IPO ✅ APPLY for Listing Gains 🗓 Closes: 20 Aug (Today) 💵 Issue Price: ₹342–360 📦 Lot Size: 41 Shares 💰 Lot Value: ₹14,760 🎬 Film production & distribution company with a growing OTT and movie portfolio. 📈 GMP ~21% — healthy listing gain potential. 2️⃣ Gaja Alternative Asset Management IPO ✅ APPLY 🗓 Closes: 21 Aug 💵 Issue Price: ₹152–160 📦 Lot Size: 93 Shares 💰 Lot Value: ₹14,880 💼 Leading home-grown alternative asset management (private equity) firm. 📈 GMP ~14% — decent listing gain potential.

Brokers Radar Godrej Consumer TGT by Goldman Sachs at 1135 Macquarie TGT on Godrej Consumer at 1150 Jefferies TGT on Swiggy at 435 Hotel Leela TGT by Morgan Stanley at 600 Jefferies TGT on Emmvee Photovolataic TGT at 440 Jefferies TGT on Bajaj Housing at 92. Kajaria Ceramics TGT by Philips Securities at 1445. CERA Ceramics TGT by Philips Securities at 7500 Disclaimer- https://ftp.motilaloswal.com/emailer/Marketdiary/Disclaimer/Disclaimer.pdf