Choice Commodity Research

Rupee Update The Indian rupee weakened to around 95.1 per dollar as uncertainty over US-Iran talks kept crude oil prices volatile. Persistent foreign fund outflows, a wider fiscal deficit, and expectations surrounding the RBI policy meeting also weighed on sentiment, despite resilient industrial output growth. -Choice Broking

Sumeet Bagadia’s Desk : Target Achieved @ 14...Buy in Commodity NATURALGAS|23JUN26 PE 300.00 @ 9.55 SL 7.55 TGT 13.55

Sumeet Bagadia’s Desk : Target Achieved @ 392.3...Buy in Commodity ALUMINIUM|30JUN26 @ 390.45 SL 389.75 TGT 391.85

*Sumeet Bagadia's Desk: Commodity Momentum Pick Update:* ALUMINIUM-JUL, CMP 391.90, Approx. Profit of Rs. 23,250 at cmp

Sumeet Bagadia’s Desk : Book Part Profit @ 391.9...Buy in Commodity ALUMINIUM|30JUN26 @ 387.25 SL 380.7 TGT 400.35

Sumeet Bagadia’s Desk : Book Part Profit @ 391.9...Buy in Commodity ALUMINIUM|30JUN26 @ 387.25 SL 380.7 TGT 400.35

Sumeet Bagadia’s Desk : Book Part Profit @ 391.3...Buy in Commodity ALUMINIUM|30JUN26 @ 390.45 SL 389.75 TGT 391.85

Geopolitical Update Iran has suspended exchanging texts with the U.S. over a preliminary agreement aimed at ending the war, in response to Israel’s escalating military strikes in Lebanon, the Tasnim news agency reported. -Choice Broking

Sumeet Bagadia’s Desk:Buy ALUMINIUM|30JUN26 in Commodity @ 390.45 SL 389.75 TGT 391.85

*US Final Manufacturing PMI* Actual : 55.1 Forecast : 55.3 Prev.: 55.3 Impact : Negative for Base metals *US ISM Manufacturing PMI* Actual : 54.0 Forecast : 53.3 Prev.: 52.7 Impact : Positive for Base metals *US ISM Manufacturing Prices* Actual : 82.1 Forecast : 85.3 Prev.: 84.6 Impact : Negative for Base metals

Sumeet Bagadia’s Desk : Stopped Out @ 8941...Buy in Commodity CRUDEOIL|18JUN26 @ 8991.00 SL 8941.00 TGT 9091.00

Sumeet Bagadia’s Desk:Buy CRUDEOIL|18JUN26 in Commodity @ 8991.00 SL 8941.00 TGT 9091.00

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in ZINC|30JUN26

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in ZINC|30JUN26

Sumeet Bagadia’s Desk : Book Part Profit @ 269519...Sell in Commodity SILVERMIC|30JUN26 @ 271577.00 SL 273810.00 TGT 267111.00

Sumeet Bagadia’s Desk : Exit @ 390.3...Buy in Commodity ALUMINI|30JUN26 @ 389.85 SL 388.50 TGT 392.55

Sumeet Bagadia’s Desk : Stopped Out @ 8509...Buy in Commodity CRUDEOILM|18JUN26 @ 8652.00 SL 8510.00 TGT 8936.00

Economic Update: India’s fiscal deficit widened sharply to INR 3.6 trillion in April 2026, the first month of the 2026-27 fiscal year, nearly doubling from INR 1.9 trillion a year earlier.

Sumeet Bagadia’s Desk : Book Part Profit @ 11.2...Buy in Commodity NATURALGAS|23JUN26 PE 300.00 @ 9.55 SL 7.55 TGT 13.55