Kbs_Platform (By Kabir.trader )

The record date for ITC’s demerger of its hotel business has been set as January 6, 2025. Shareholders holding ITC shares on or before this date will be eligible to receive shares of ITC Hotels in the ratio of 1 share of ITC Hotels for every 10 shares of ITC held. To qualify, investors must purchase ITC shares by January 3, 2025 (as trades take two business days to settle).

The demerger of ITC Limited’s hotel business into a separate entity, ITC Hotels, became effective on January 1, 2025. Shareholder Impact: • Share Allocation: Existing ITC shareholders will receive one share of ITC Hotels for every 10 shares of ITC held. To be eligible, shareholders must own ITC shares before the ex-date of January 6, 2025. Therefore, the final date to qualify for ITC Hotels shares is January 3, 2025. • ITC’s Retained Stake: Post-demerger, ITC Limited will retain a 40% ownership stake in ITC Hotels, with the remaining 60% directly owned by shareholders. Market Implications: • Stock Adjustments: ITC’s share price is expected to adjust to reflect the separation of the hotel business. The demerger is anticipated to enhance ITC’s return ratios and cash flows by divesting its asset-heavy hotels segment. • ITC Hotels Listing: ITC Hotels will be listed as a separate entity on stock exchanges. Initially, it will remain in benchmark indices like Nifty 50 and BSE Sensex for three trading days post-listing. Subsequently, it will be removed from these indices unless trading delays occur due to circuit breakers. Strategic Rationale: The demerger aims to provide strategic focus to both entities. ITC can now concentrate on its core businesses—FMCG, tobacco, and agri-products—while ITC Hotels can pursue growth opportunities in the hospitality sector independently. This separation is expected to unlock value for shareholders by allowing each company to operate with greater strategic clarity. Investor Considerations: • Direct Exposure: Shareholders will gain direct exposure to the hospitality industry through ITC Hotels, which has shown strong growth potential amid favorable industry trends. • Market Dynamics: Some institutional investors, such as ETFs, may adjust their holdings due to the demerger, potentially causing short-term stock price fluctuations. Analysts suggest that any short-term pressure on ITC Hotels’ stock could present a buying opportunity for long-term investors. In summary, the demerger of ITC’s hotel business is a strategic move designed to unlock value for shareholders by creating two focused entities, each poised to capitalize on growth opportunities in their respective sectors.

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· Thomas Cook - Travel services giant Thomas Cook revealed a cyberattack on its IT infrastructure. The company has taken swift action to investigate the breach and is collaborating with cybersecurity experts to contain the impact. – Expect volatile · Kalpataru Projects - The company secured Rs 1,011 crore worth of orders across transmission, railway, and building projects.- positive · Piramal Enterprises - The company announced an infusion of Rs 1,000 crore into its wholly-owned subsidiary, Piramal Capital & Housing Finance Ltd (PCHFL), via a rights issue subscription. The funds will be used for business expansion and corporate activities, ensuring PCHFL remains a 100 per cent subsidiary of Piramal Enterprises.- positive · SJVN -SJVN has signed an MoU with the Bihar government to develop the 1,000 MW Hathidah Durgawati Pumped Storage Project and other similar projects in the state.- positive · Sun Pharmaceutical Industries - Sun Pharma has agreed to sell its subsidiary, Sun Pharma Japan Technical Operations, to Japan’s Zaza Industrial Holdings KK for a symbolic price of one yen. The subsidiary will no longer be part of the company. - positive · Suzlon Energy S. Venkata Subramaniam, CEO of SE Forge, a Suzlon Energy unit, has stepped down, effective at the close of business hours.- expect volatile · TVS Holdings - TVS Holdings has sold its entire 100 per cent stake in TVS Emerald, totaling 25.54 crore shares, to VEE ESS Trading, a promoter group firm, for Rs 485.85 crore.- long term positive · Venus Remedies– Company said it has received Good Manufacturing Practice (GMP) certification from Ministry of Health of Moldova for its antibiotic carbapenem facility. This approval will ensure access to high quality, effective and reliable antibiotics for healthcare providers and patients across the region, - positive · IDBI Bank - Company has approved raising Rs10000cr through long-term bonds to finance infrastructure and affordable housing - Positive · Ashoka Buildcon – Company has agreed to sell its stakes in 11 road projects to Infrastructure Yield Trust, managed by EAAA India Alternatives, for Rs2324cr - Positive · Modern Engineering – Company bags orders worth Rs158cr - positive · TVS Motor - Media reports that Hyundai Motor India may partner with the company for the latter’s likely entry into the electric 3-wheeler market in India. - Positive · KP Green Energy – Company has received new orders from multiple clients amounting to Rs 165.70 crore - Positive · Ramco Cements – Company has executed a sale agreement for the disposal of land for a consideration of Rs 68 crore - Positive · Waaree Renewable – Company has won an order to build a 2 GW solar photovoltaic power project at Bikaner in the western Indian state of Rajasthan - Positive · W.S. Industries - Company received an order worth Rs86.26cr from CMK Projects for the construction of additional works and balance works an integrated bus terminal and multi-utility facility center in Tamil Nadu.- positive · Positive on Soda Ash stockls - Government restricted imports of soda ash — a key ingredient for making glass, detergent and rechargeable batteries — and imposed a minimum price for shipments for six months, according to a govt notification on Monday. The restriction will remain in place until end of June, unless revised – expect positive for Tata Chemicals, GHCL, DCW are among the biggest manufacturers of the chemical in India.- Positive · Focus on metal stocks - Ministry of Steel mulls developing a ₹15,000 crore Green Steel Mission. The mission will include elements of PLI, incentivize renewable energy usage, and mandate green steel purchases for government bodies.- expect positive for SAIL, Tata Steel, JSW Steel, Jindal Steel. · Promax Power (BSE) – Company wins an order worth of Rs 55.43cr – Positive

· Previous Day Market Summary – In the final hour of trading, buying interest led to a recovery, with the Nifty regaining almost all of its intra-day losses and closing flat on the last trading day of 2024. IT stocks were the biggest losers, though they still outperformed mid-cap and small-cap stocks. The Nifty ended at 23,644, matching the previous day's closing level, after reaching an intra-day low of 23,460. The Sensex fell by 109 points, or 0.1%, to 78,139. The Nifty small-cap index gained over half a percent. The advance-decline ratio for Nifty 500 stocks was 1.5:1, signaling positive momentum in mid and small-cap stocks. Oil and gas, PSU, and pharma stocks were among the top gainers, while IT stocks struggled. FIIs were net sellers Rs4645cr while DIIs were net buyers Rs4546cr. · Brokers Radar – CITI TGT on Vodafone at 13. Citi TGT on Indus Tower at 485. DAM Capital TGT on LTI Mindtree at 6540. Morgan Stanley TGT on Zinka Logistic at Rs450. UBS TGT on HDFC Bank at 2100,UBS TGT on ICICI Bank at 1575, UBS TGT on Federal Bank at 250. Morgan Stanley TGT on Reliance Industries at 1662 · Actionable BUY – Kalyan Jewllers, TVS Supply Chain, Vodafone IDEA, NBCC, ITD Cementation, Paytm, ITC · Events Today – Domestic Manufacturing PMI data · Corporate Action – Surya Roshni Bonus Issue 1:1 · Market Summary on Stocks News – NPCI lifts UPI user onboarding limit for WhatsApp Pay, Venus Remedies gets GMP certification from Moldova for antibiotic facility. IDBI Bank approves raising $1.2bn via long-term bonds. Government seeks to curb soda Ash Imports with Minimum Shipment Price. ITD Cementation wins ₹1,648-crore contract in India’s largest deep-water port · ITD Cementation – Company said it has been awarded a marine contract valued at ₹1,648 crore · ITC Hotel demerger Record Date 6th Jan (3rd Jan is last date to buy ITC to be eligible for ITC Hotel Shares- The new year starts with a bang. The ITC demerger will become effective tomorrow- January 1, 2025, and the record date has been fixed on January 6, 2025. That day the ITC stock goes ex-demerger. 3rd Jan will be the last day to Buy ITC shares to be eligible for getting ITC Hotel shares. The existing shareholders are going to receive one share of ITC Hotels for every 10 shares of ITC. · Paytm - The National Payments Corporation of India has removed the limit on WhatsApp Pay for adding new users to its UPI-based payment service. Previously, there was a cap of 100 million users. Now, WhatsApp's 500 million users in India can join UPI. This move aims to increase the adoption of WhatsApp Pay in the mainstream market. · Hindustan Unilever – Company has decided to discontinue the agreement with Jagatjit Industries Ltd. for the manufacturing and supply of malted milk food products, viz. Boost and Horlicks, at the manufacturing unit at Jagatjit Nagar, District Kapurthala, Punjab. – long term positive · TCS - The company's board of directors is scheduled to meet on Jan. 9 quarterly results. Company has announced that Jan. 17 will be the record date to determine the eligibility of shareholders entitled to the third interim dividend. · April-Nov fiscal deficit at 52.5% of annual target -Fiscal deficit for April-November was ₹8.47 lakh crore ($98.90 billion), or 52.5% of the estimate for the financial year. The spending in the current year has been slow due to the national elections and capital expenditure is likely to fall short of the annual target. Some economists are factoring in a narrower fiscal deficit than the target of 4.9% of gross domestic product (GDP) for the Asian country on account of lower spending. · Infrastructure output improves to 4-month high at 4.3% growth in November vs 3.7% in October. It showed strong performance across several key sectors, including refinery products and electricity. Infrastructure output, which accounts for 40 per cent of industrial production, measures activity in eight sectors, including refinery products and electricity.

News & Impact · Focus Today – US and major Asian markets close today. Infrastructure output improves to 4-month high at 4.3% growth in November. Gift Nifty is down 73 or 0.3%. Domestic ITC Hotel demerger Record Date 6th Jan (3rd Jan is last date to buy ITC to be eligible for ITC Hotel Shares, December Monthly sales data today. Focus on Paytm, Kalyan Jewllers, TVS Supply Chain, Vodafone IDEA, NBCC, ITD Cementation, . Expect positive for PSU, metal, cement, oil & gas stocks. · Market outlook Today – The market is expected to open on a flat note today, as most global markets, including the US and key Asian markets, are closed due to the New Year holiday. Overnight, US stocks saw declines of up to 1% on the last trading day of the year due to profit booking, although 2024 was a strong year overall, with all three major US indices posting their second consecutive year of gains. Today, a rangebound market is anticipated, but stock and sector-specific movements are likely to continue. The SGX Nifty is down by 70 points or 0.3%, while Nifty closed nearly flat yesterday, regaining most of its intra-day losses to finish above the 23,500 mark on the final trading day of 2024. Momentum is expected to continue in mid-cap and small-cap stocks, supported by domestic fund buying, 4-month high in domestic infrastructure output, and optimism for strong Q3 results, which could bolster market sentiment. Cement stocks are expected to perform well due to reports of price hikes by manufacturers. Metal stocks may see positive movement following better-than-expected December PMI data from China. Oil & gas stocks could rise on the back of significantly higher Singapore GRM margins. Auto stocks will be in focus with December sales data set to be released today. Additionally, soda ash manufacturer stocks are expected to see a positive trend due to news that the government plans to limit soda ash imports through a Minimum Shipment Price policy. · Year 2024 Analysis – The US S&P 500 has experienced a remarkable increase of over 50% in the past two years. In 2024, the S&P 500 rose by 23.3%, while the Nasdaq jumped by 28.8%, and the blue-chip Dow advanced by 12.9%. As 2025 approaches, all attention is on the potential impact of the policies of US President-elect Donald Trump on the global economy. Domestically, the equity index gained 9% in 2024. With 2025 on the horizon, investors are hopeful for strong returns following a year where the Nifty saw only modest gains. There is considerable optimism surrounding the upcoming Union Budget, strong Q3 results, and the policies of the new US administration. · US market Update ¬– US stocks declined in the final session of the year but still closed out the best two-year run since 1998. Investors booked profits and broke hopes of a so-called "Santa Claus rally. Nasdaq and Dow Jones declined 1% and 0.2% respectively. However, Nasdaq Composite Index gained 29% and Dow Jones Index advance 13% this year. USTreasury yields finished mostly higher as the market adjusted to changing monetary policy and the yield curve steepened · Asian Market . – Close today · European Market – European trading was muted, with several markets shut on New Year’s Eve and shortened sessions in London and Paris. Both UK and France Index marginally gain. Trading volumes were about 70% less than the 30-day average volume · Gold – Gold futures rise, looking set to end the year on a positive note. Futures are up 0.2% to $2,622.70 a troy ounce, and on course to end 2024 up nearly 21%. The precious metal has gained over the of the year on safe-haven demand as geopolitical tensions flare, monetary policy easing and a streak of central bank purchases · Brent Crude - Oil gained 1% to above $74/bbl on expectation of improve demand after China reported better than expected December manufacturing PMI data.

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Metal stocks are witnessing fresh buying ahead of China stimulus …Chin and Hong Kong Index gain 1.5% each…Expect positive for SAIL, Tata Steel, Nalco, Hindalco, Vedanta, · Metal stocks recovered from the intra-day low on expectation of China to further announce stimulus. · China’s benchmark CSI 300 index rose as much as 1.9%, in a sign that investors were positioning for fresh economic support measures

Delhivery Ltd Shares Up 5%, Most in 10 Months; Call Options Surge · Delhivery Ltd. rose 5%. Trading in the company's call options was 22 times the average. · Trading volume was 24 lakh shares, 93% above the 20-day average volume · Trading in the company's call options totaled 4,130 contracts, compared with the average of 187 over the past 20 days

RBI Policy Update · Interest Rate - The RBI has kept the repo rate unchanged at 6.50% and decided to Neutral Stance Maintained · CRR Cut by 50 bps: The Cash Reserve Ratio was cut by the Reserve Bank of India by 50 basis points to 4% to all banks in order to revive economic growth by improving liquidity. A 50-bps cut in CRR would infuse liquidity of Rs 1.16 trillion in the banking system · Real GDP Growth Forecast Lowered: Reserve Bank of India has cut the real GDP growth for the ongoing fiscal year to 6.6% from 7.2% earlier. Q1FY26 GDP Growth projection at 6.9% and Q2FY26 GDP Growth projection at 7.2%. · CPI Inflation Forecast Revised: The Consumer Price Index inflation for FY25 is now expected to be 4.8%, up from the earlier projection of 4.5%. Q1FY26 inflation projection at 4.6%. Q2FY26 Inflation at 4%

Paytm Nears Deal to Sell PayPay Stake to SoftBank…Stock surge to 52-week high · Share of Paytm gained over 1% to 52-week high at Rs971 amid 45 lakh shares traded on NSE · Paytm’s parent company, One97 Communications, is close to finalizing a $250 million deal to sell its stake in Japan’s digital payments firm PayPay Disclaimer- https://ftp.motilaloswal.com/emailer/Marketdiary/Disclaimer/Disclaimer.pdf