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SYRMA : Holding stock since Sept'25. CMP is 1418. Increasing the position with 6+ months view.
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AZAD in watchlist for fresh entry. Will update back.
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ABCAPITAL : Adding fresh position around 397/400.
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Not a time for fresh buying here. Wait for right opportunity.
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DIXON in watchlist for fresh entry.
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JPMorgan India Strategy – Rajiv Batra ·       Q1FY27 Earnings Preview: Top-line strength could  offset margin headwinds. ·       Profits may be tempered by elevated raw  material costs. ·       Expected to be a temporary, inventory-driven headwind and has already led  to downgrades to India. ·       CY26/FY27 earnings growth estimates over the past  3–4 months. ·       A sharp depreciation in the Indian rupee is expected to  provide a meaningful boost to the earnings of pharma companies in FY27. ·       Upgrading the Pharma sector to Neutral. ·       Anticipate small and mid-caps to  continue to post robust earnings vs. large-caps. ·       Outlook favors double-digit earnings growth. ·       Financials, Materials,  Discretionary and Industrials positioned to contribute meaningfully for CY26. ·       MSCI India earnings growth forecast is 11%/13% for CY26/27. ·       Year-end Bull/Base/Bear case targets for the Nifty 50 remain 30,000/27,000/20,500.
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NALCO National Aluminium Company and NLC India have signed an agreement for a joint venture. This new entity will establish a 1,080 MW captive thermal power plant in Odisha. The plant will supply electricity for NALCO's aluminium smelter expansion project. Partners will also explore renewable energy sourcing and long-term coal supply. Both government-owned companies will hold equal stakes in the proposed joint venture.
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Good Morning Friends, Have a great day ahead
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IRAN'S DEPUTY FOREIGN MINISTER STATES THAT IRAN NEEDS TO COMMUNICATE WITH TRUMP USING A LANGUAGE OF STRENGTH, WHICH HE CLAIMS TRUMP UNDERSTANDS BETTER.
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TRUMP BELIEVES THE IRAN WAR WILL NOT RESTART. - Latest statement😂
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GOLD : Few friends pinged for fresh view on GOLD. We have given this bearish stance on 10th June and retain the same. GOLD should close above $4400 at least to consider if there any change towards bullish stance. For now the above bearish view remains good.
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Don't get carried away with Trump statements and react. He gives statements for his own team trading benefit. We shouldn't get trapped in that. Pharma and selected speciality chemicals showed resilience in today' fall. Focus on those.
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