Chennai Trading Academy

Chennai Trading Academy - Wealth Creation Is a Strategy! Mutual Funds | SIP | PMS | Insurance | Bonds | Unlisted Shares 📊 Risk-based investment planning 🎯 Goal-oriented portfolios 🔄 Active SIP monitoring & fund switching 📈 Benchmark-focused long-term strategy 🎓 FREE STOCK MARKET TRAINING End-to-end deep insight into stock market Direct (Offline) & Online classes Basics to advanced – investing & trading concepts Ideal for beginners & serious investors ✔️ Free Stock Market Training ✔️ Mutual Fund Advisory ✔️ PMS for HNI Investors ✔️ Insurance – Life | Health | General ✔️ Bonds & Alternate Investments 📞 Register as a Client / Training Participant Today Link : https://wa.me/916381911250?text=Need%20Your%20Service R Narayanan - Founder Chennai Trading Academy

Adani Energy-Board approves raising Rs 10,000cr —————————————————————- Key Takeaways from June Auto Sales Surprise growth in heavy trucks boosts CV sales Tata/ Ashok Leyland/ VECV report 31%/44% / 21% in MHCV Carmakers show strong growth Maruti reports 22% growth in small passenger cars Hyundai loses 13900 production due to fire at Mobis unit

STRONG UPDATES FROM BANKS Banking Q1 Updates 1.Dhanlaxmi Bank-STRONG Outperforming on loan growth. Gross advances up 26.5% YoY to ₹15,785 crore 2. Punjab & Sind Bank-STRONG Improvement in CASA and strong credit growth Total business rose 15.33% YoY to ₹2.67 lakh crore 3.CANARA BANK-STRONG Operational Numbers Strong Domestic RAM Advances up 21.3% YoY to Rs. 7.65 lakh crore Alert-RAM is Retail, Agriculture, and MSME 4.Tamlinad Mercantile Bank-STRONG Advances up 27% At Rs 57,306 Cr 5.J&K BANK-STRONG Gross Advances rose 25.5% YoY to Rs. 1,30,576 crore. Growth strong despite CASA moderation 5.SOUTH INDIAN BANK-INLINE CASA Ratio improved by 93 bps YoY Gross Advances grew 17.0% YoY 6.INDIAN BANK-INLINE Growth numbers inline with industry Domestic CASA Ratio improved 67 bps YoY to 39.64% ———————————————————————— OPENING CUES-RANGE BOUND WITH POSITIVE SIGNS Fed Chairman-Inflation Risks Have Come Down Gold Finds Support After Warsh’s Remarks Signs Of Progress In Iran-US Peace Talks Oil Extends Decline On Rising Supply Dollar Holds Steady Ahead Of Jobs Report Tech Based Sell-Off-Global Markets Asian Markets Open Mixed FIIs Turn Sellers In Cash Markets For 3 Sessions FII Shorts Unchanged At 90% Rupee Likely To Remain Under Pressure ———————————————————————— Strong Q1 Update-JTL Industries, V2 Retail, J&K Bank Borosil: Commences manufacturing unit for vacuum insulated stainless-steel flasks, bottles and containers in the state of Rajasthan through the Company’s arm Stylenest India. Goldiam International: Shareholder approval for issue of bonus equity shares in the ratio of 1:3, to be executed on 10th July 2026 Paramount Communications Ltd - Approved the Allotment of 2.19cr Equity Shares and 72lk unlisted convertible warrants on preferential basis to non-promoter persons/ entities and Promoters. Brainbees Solutions – Approved participation in Swara Baby Products’ proposed IPO through an Offer for Sale of shares worth up to Rs. 300 crore PNC Infratech – Subsidiary Kanpur Lucknow Expressway Pvt Ltd's long-term bank facility rating upgraded by CARE Ratings to ‘CARE AA-; Positive’ from ‘CARE A; Stable’ on facilities of Rs. 119.75 crore HFCL-Rating upgrade by CARE Ratings SAI Parentals-Agreement with Australia’s pharmacy network Aeroflex-Enhances production capacities ADF Foods-Receives US tariff refund Netweb Tech-Board approves raising Rs 1200cr via equity Maharashtra Seamless, Confidence Petroleum-Promoter buying Alkem Labs-Favourable tax order ———————————————————————— Q1 UPDATES WATCHLIST POSITIVES JTL Industries- Sales volume growth of 18% YoY V2 Retail-58% YoY revenue growth NMDC-Sales up 11% YoY Ashiana Housing-234 units booking recorded V-Mart-Revenue up 23% YoY Force Motors-Total sales up 24% YoY South Indian Bank-Gross advance up 17% YoY Indian Bank-Total deposits up 13% YoY Canara Bank-Domestic advances up 17% YoY J&K Bank-Gross advances up 26% YoY NEGATIVES Sai Silk-Turnover dips YoY basis ———————————————————————— STOCKS WATCHLIST POSITIVE Adani Energy Solutions-Board approves Rs 10000cr fund raise Lupin -Gets EIR Report From US FDA For New Jersey Unit Zee-Board approves Rs 3,144 crore preferential fund raise from promoter SAI Parentals-Agreement with Australia’s pharmacy network Aeroflex-Enhances production capacities ADF Foods-Receives US tariff refund Netweb Tech-Board approves raising Rs 1200cr via equity Maharashtra Seamless, Confidence Petroleum-Promoter buying Alkem Labs-Favourable tax order Texmaco Rail-Gets orders worth Rs 351 cr for rakes & wagons NEGATIVE Axiscades, Indo Tech Transformers -Promoter selling Route Mobile-CEO resignation —————————————————————- SECTOR WATCHLIST Strong Q1 Update-JTL Industries, V2 Retail, J&K Bank OMC, Crude Sensitives-Oil Extends Decline FMCG-Strong Technical Setup Gold Financing Stocks-Reversal Likely-Price Up After Fed Chair Commentary

Stocks at 52-Week Lows 📉 Stocks in Focus: * Birlasoft * Cello World * TCS * Infosys * UPL * IndiaMART InterMESH * Prism Johnson * KPIT Technologies * HCL Technologies * Wipro * Zensar Technologies * Tata Elxsi * Jyothy Labs * Supreme Industries

இன்றைய சந்தையில் 5 முக்கிய விஷயங்கள்? - நாளை MARKET எப்படி இருக்கும்? | Post Market | 01-07-26 https://youtu.be/ZgWn3-9-rms

KPITTECH Funds With Highest Holding in KPIT Tech Funds: Share Worth Canara Robeco Large & Midcap: 436 Cr ICICI Pru Opp Fund: 345 Cr DSP Midcap Fund: 209 Cr ICICI Pru Tech Fund: 147 Cr Mirae Asset Focussed: 132 Cr Mirae Asset Large Cap: 104 Cr AB Midcap Fund: 77 Cr UTI Midcap Fund: 71 Cr Nippon India Smallcap: 63 Cr STOCK DOWN OVER 16% TODAY NEWS : PIT Tech- Expects Q1FY27 USD revenue down 1% YoY

Strong Move in June 1) Ramco System: +85% 2) Bafna Pharma: +62% 3) Vipul: +62% 4) MSTC: +61% 5) Paras Defence: +58% 6) Aegis Logistics: +56% 7) Prakash Pipe: +56% 8) Cartrade: +55% 9) Schneider Elec: +55% 10) Jay Bharat Maruti: +54% 11) Thangamayil: +53% 12) NIIT Ltd: +50%

Chennai Trading Academy - Wealth Creation Is a Strategy! Mutual Funds | SIP | PMS | Insurance | Bonds | Unlisted Shares 📊 Risk-based investment planning 🎯 Goal-oriented portfolios 🔄 Active SIP monitoring & fund switching 📈 Benchmark-focused long-term strategy 🎓 FREE STOCK MARKET TRAINING End-to-end deep insight into stock market Direct (Offline) & Online classes Basics to advanced – investing & trading concepts Ideal for beginners & serious investors ✔️ Free Stock Market Training ✔️ Mutual Fund Advisory ✔️ PMS for HNI Investors ✔️ Insurance – Life | Health | General ✔️ Bonds & Alternate Investments 📞 Register as a Client / Training Participant Today Link : https://wa.me/916381911250?text=Need%20Your%20Service R Narayanan - Founder Chennai Trading Academy

GS on Grid Tech Raise earnings estimates & target prices for both Hitachi Energy & Schneider Electric, reflecting larger addressable opportunity in data centers & BESS, alongside higher margins to reflect operating leverage from these growth pools Remain Buy on SIEMENS Energy which remains in early stage of its order growth cycle Schneider – Buy, TP Rs 1475 Hitachi Energy – Neutral, TP Rs 30350 CITI on Tata Motors PV Sell. TP Rs 320 JPM on KPIT Tech Downgrade to UW, TP cut to Rs 550 from Rs 700

GIFTNifty lower, indicates a start in the red for the Indian market CommercialLPG cylinder prices cut by ₹183.50; domestic rates unchanged GodrejProps: Emerges As Highest Bidder For Residential Land Parcel In Noida, Est Rev Potential Of >₹2,000 Cr Nestle to remove artificial colours from all products globally by end-2026 India Ratings Downgrades Jana Holdings’ NCDs to ‘IND D’ From ‘IND BB’/Stable KPITTech shares in focus after warning of USDollar revenue drop in Q1 Paras Defence - Signed exclusive IP licensing agreement with US-based Tandem Defense Corona Remedies – Commissioned hormone manufacturing facility in Ahmedabad Goodluck India -CRISIL rating upgrade Genus Power-Madhu Kela, Akash Bhansali buyers in block Cupid, HUDCO-Strong Q1 update DCM Shriram, Rane (Madras)-Acquisition announcements Krishna Defence: 360 One Pipe Fund bought 4.41lk shares Confidence Petroleum-Promoter buying ———————————————————————————- STOCKS TO WATCH Positive Kotak Mahindra Bank-to acquire Deutsche Bank India’s retail, wealth business Paras Defence - Signed exclusive IP licensing agreement with US-based Tandem Defense Corona Remedies – Commissioned hormone manufacturing facility in Ahmedabad EPACK Durable-Andhra Pradesh Gov approval for incentives Goodluck India -CRISIL rating upgrade JK Paper, Aarti Pharmalabs-Plant commissioning/inauguration Prestige Estates-Mumbai project launch, GDV worth Rs 2,200 crore. Genus Power-Madhu Kela, Akash Bhansali buyers in block Arvind-BM on July 3 to consider raising funds Negative Nestle-Co trims Maggi grammage in June amid inflation CV, FMGC, Agri-Related Stocks-India to get below normal rainfall in July-IMD KPIT Tech- Expects Q1FY27 USD revenue down 1% YoY ———————————————————————————- OTHER STOCKS TO WATCH POSITIVE RITES, Railtel, Newgen Software-Order win Lemon Tree Hotels-Opens 31-rooms hotel in Ajmer Bandhan Bank – Sold Rs 291.44 cr housing finance NPA portfolio Max Healthcare- Acquires 100% Class A Shares Of Yerawada Properties Cupid, HUDCO-Strong Q1 update Godrej Properties-Highest bidder for Rs 332 CR residential land parcel in Noida NTPC Green Energy – Subsidiary Ayana Renewable Power won 193 MW wind project DCM Shriram, Rane (Madras)-Acquisition announcements Krishna Defence: 360 One Pipe Fund bought 4.41lk shares Confidence Petroleum-Promoter buying NEGATIVE Religare Enterprise-MD & CEO resignation of arm Religare Housing Development Finance Corporation Blackbuck-Promoter pledge Unimech Aerospace & Mfg, Kalpataru-Lockin Expiry ———————————————————————————- SECTORS TO WATCH Nestle-Co trims Maggi grammage in June amid inflation CV, FMGC, Agri-Related Stocks-India to get below normal rainfall in July-IMD KPIT Tech- Expects Q1FY27 USD revenue down 1% YoY Jana Small Finance Bank-Holding Co downgraded to default JK Paper, Aarti Pharmalabs-Plant commissioning/inauguration Kotak Mahindra Bank-to acquire Deutsche Bank India’s retail, wealth business Genus Power-Madhu Kela, Akash Bhansali buyers ———————————————————————————- CLSA on OMCs Recent collapse in crude prices will bring a period of much needed relief for IOC, BPCL and HPCL Like 2022, expect retail fuel prices to remain steady despite a sharp decline in crude prices to allow OMCs to earn supernormal margins for some time as this will help them recover the large loss made on fuel sales when crude prices shot up in the April-June quarter Jefferies on PI Ind Buy, TP Rs 3575 HSBC on Cement Upgrade Shree Cement to Buy from Hold – TP raised to Rs 30780 ( as co’s volume growth should outpace industry Downgrade ACEM to Hold from Buy – TP Rs 490 (as a sustained recovery in margins & prices is likely only in FY28 Preferred Buys – ULTRA Tech cement, Shree Cement, Nuvoco & Dalmia Hold – JK CEMENT & Ambuja Cements Jefferies on WeWorks Buy, TP Rs 900 Nomura on Cartrade Tech Buy, TP Rs 3286 Jefferies on Adani Ports Buy, TP Rs 2160 CLSA on Kotak Bk O-P, TP Rs 440 Jefferies on MCX Initiate Buy, TP Rs 3600

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Intraday levels in NIFTY AND BANKNIFTY , please msg to WhatsApp number by clicking the below Link 》》 https://wa.me/919003091909?text=I%20Want%20To%20Open%20an%20Account Intraday levels in CRUDEOIL AND NATURAL GAS, please msg to WhatsApp number by clicking the below Link 》》 https://wa.me/919003091909?text=I%20Want%20To%20Open%20an%20Accout