The Market Outlook
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01 @RBI
's FY24 dividend of ₹2.11 lakh crore for govt, is 107% higher than the budget estimate of ₹1.02 lakh cr & 142% higher than FY23's ₹87,416 cr
#RBI #RBIDividend Rs 2.11 lakh crore | 502 | 2 | Loading... |
02 It is an excellent step by RBI. It will certainly help in achieving the government the glide path of FD and the government in improving infrastructure and development | 1 115 | 0 | Loading... |
03 Set of recommendations and their implementation is long overdue. Witnessing multiplicity of elections being held, many state elections slated for next 2 years, says NK Singh, Head, 15th Fin Commission Member, Simultaneous Polls Panel | 1 141 | 0 | Loading... |
04 ✍️FIIs net sell ₹686.04 crore while DIIs net buy ₹961.91 crore in equities today (provisional) | 1 043 | 1 | Loading... |
05 Media files | 1 018 | 0 | Loading... |
06 🎯RBI: To transfer ₹2.11 lk cr surplus to govt for FY24; to increase contingency risk buffer to 6.50% from 6.00% | 1 144 | 2 | Loading... |
07 📊Nifty advances for 5th session to close around 22,600; Cipla, HUL lead
Here's how the markets panned out today | 1 028 | 1 | Loading... |
08 Prepared to commission multiple projects in the quarters ahead. To establish new platforms of photochlorination, fluorination, cyanation & moreExpect situation related to destocking & overcapacity to ease gradually, says DeepakNitrite | 964 | 1 | Loading... |
09 RBI announces record dividend of Rs 2.11 Lakh Crore To Government
▪️Oyo is in talks to raise $80-90 million, co in talks with InCred to raise about $80-90 m from family offices. The #valuation of $3-4 billion; down nearly 75% from $10 bn peak valuation in 2019: Sources to | 891 | 1 | Loading... |
10 Top high volume losers on BSE were Gujarat State Fertilizer & Chemicals Ltd. (221.75, -8.1%), Global Health Ltd. (1,240.85, -7.1%) and J B Chemicals & Pharmaceuticals Ltd. (1,700, -4.2%).
Sheela Foam Ltd. (924.65, 0.0%) was trading at 12.7 times of weekly average. Metropolis Healthcare Ltd. (1,997.80, 5%) and KIOCL Ltd. (478.80, 6.6%) were trading with volumes 10.8 and 8.7 times weekly average respectively on BSE at the time of posting this article.
BSE 500: highs, lows and moving averages
42 stocks made 52 week highs, while 1 stock hit their 52 week lows.
Stocks touching their year highs included - Adani Power Ltd. (697, 2.5%), Aurobindo Pharma Ltd. (1,219.20, 0.1%) and Bharat Electronics Ltd. (279.70, 2.0%).
Stock making new 52 weeks lows included - CCL Products India Ltd. (560.95, 1.3%).
13 stocks climbed above their 200 day SMA including KNR Constructions Ltd. (273.65, 4.5%) and PI Industries Ltd. (3,717.85, 3.7%). 13 stocks slipped below their 200 SMA including AIA Engineering Ltd. (3,624.80, -3.2%) and Suven Pharmaceuticals Ltd. (611.40, -3.0%). | 825 | 2 | Loading... |
11 ⚡️Market trades higher, Hitachi Energy's net profit surges 123.7% YoY to Rs 113.7 crore in Q4
Nifty 50 was trading at 22,572.75 (43.7, 0.2%), BSE Sensex was trading at 74,127.70 (174.4, 0.2%) while the broader Nifty 500 was trading at 21,209.75 (22.1, 0.1%). Market breadth is holding steady. Of the 2,102 stocks traded today, 975 were on the uptrend, and 1,062 went down.
Indian indices recover from their day lows and trade marginally higher. The Indian volatility index, Nifty VIX, falls and trades around 21.6 points. HG Infra Engineering surges and hits its life high as it wins two orders worth Rs 4,142.2 crore from Maharashtra State Road Development Corp to construct expressways.
Nifty Smallcap 100 trades in the red, while the Nifty Midcap 100 trades flat. Nifty IT and Nifty FMCG trade higher than their Tuesday close. According to Trendlyne’s sector dashboard, Telecommunications Equipment, Healthcare Equipment & Supplies and FMCG sectors are trading higher.
Most major Asian indices fall from their day highs and trade flat or lower. European indices trade in the red as investors await cues on US interest rates from the minutes of the Federal Reserve’s recent meeting. US index futures trade flat after rising on a volatile day on Tuesday.
Relative strength index (RSI) indicates that stocks like Balkrishna Industries, Hindustan Zinc, Havells India and Siemens are in the overbought zone.
SpiceJet rises as it seeks a refund of Rs 450 crore out of the Rs 730 crore it previously paid to former promoter Kalanithi Maran and his firm, KAL Airways, following the Delhi High Court’s order on May 17.
KR Choksey downgrades Tata Motors to 'Accumulate' from 'Buy' with a lower target price of Rs 1,043 per share. This indicates a potential upside of 10.1%. The brokerage expects a near-term slowdown due to subdued growth in the domestic PV and CV sectors amid industry obstacles. It projects the company's revenue to grow at a CAGR of 15.5% over FY25-26.
Indian Bank's board approves raising Rs 5,000 crore via qualified institutional placement, follow-up public offer, or rights issue. The board also approves raising Rs 2,000 crore by issuing perpetual bonds and Rs 5,000 crore through long-term infrastructure bonds.
IREDA plans to launch an FPO (follow-on public offer) this year to capitalise on rising financing opportunities in the energy transition space and enhance the company's growth.
M&M Financial Services rises as it receives a 'Corporate Agent' certification from the IRDAI. This will help the company to sell life, health and general insurance.
Awfis Space Solutions' Rs 598.9 crore IPO gets bids for 1X the available 86.3 lakh shares on offer on the first day of bidding. The retail investor quota gets bids for 4X the available 15.6 lakh shares on offer.
Hitachi Energy India's net profit surges 123.7% YoY to Rs 113.7 crore in Q4FY24, beating Forecaster estimates by 89.2%. Revenue grows by 27.1% YoY to Rs 1,695.3 crore helped by an improvement in order inflow from exports. It shows up in a screener of stocks with more than 20% rise in the past month.
K Natarajan, MD and CEO of Galaxy Surfactants, highlights the company’s target to achieve volume growth of 6-8% and EBITDA/mt of around Rs 20,500-21,500 in FY25. He expects demand recovery in the US and Europe.Strides Pharma gets US FDA approval for Sucralfate Oral Suspension, marking the first Indian approval for this complex formulation. It is a therapeutic equivalent version of Carafate, used to treat diseases in the gastrointestinal tract, and has a market size of $124 million.
Metropolis Healthcare's net profit rises 9% YoY to Rs 36.5 crore in Q4FY24. Revenue increases 17% YoY to Rs 331 crore during the quarter, driven by strong growth in the B2C segment, and the Mumbai market. The company features in a screener of stocks with new 52-week highs today.
Granules India's promoter, Krishna Prasad Chigurupati, sells a 3.1% stake (75 lakh equity shares) in the company through a block deal. | 761 | 1 | Loading... |
12 Jefferies notes the moderation in spending for the credit card industry in April. The brokerage highlights that SBI Cards, Axis Bank, ICICI Bank, and Kotak Mahindra Bank have witnessed a marginal MoM rise in spending share, while that of HDFC Bank and IndusInd Bank fell.Awfis Space Solutions raises Rs 268.6 crore from anchor investors ahead of its IPO by allotting 70.1 lakh shares at Rs 383 each. Investors include Ashoka Whiteoak ICAV, HDFC Mutual Fund, ICICI Prudential Mutual Fund, Nippon Life India, Axis Mutual Fund, Motilal Oswal MF, and Edelweiss.
One97 Communications' revenue declines by 2.7% YoY to Rs 2,398.8 crore in Q4FY24 due to disruptions in the payments business caused by the RBI ban. Net loss expands 3.3x to Rs 549.6 crore caused by higher employee benefits expenses. It features in a screener of stocks underperforming their industries in the last quarter.
JK Tyre's Q4FY24 net profit rises 55.4% YoY to Rs 175 crore, due to a Rs 133.4 crore return from inventories and lower finance costs. Revenue increases 1.8% YoY to Rs 3,698.5 crore during the quarter. The company features in a screener for strong performer, under radar stocks (DVM).
Bhanu Chopra, Managing Director of RateGain Travel Tech, expects organic growth at 20% in FY25, compared to over 30% in FY24. He adds that the company targets to double its revenue to Rs 2,000 crore in the next few years. Chopra adds that RateGain aims to improve EBITDA margins by 100-200 bps.Cipla gets US FDA approval for its abbreviated new drug application for Lanreotide Injection. It is a therapeutic equivalent version of Somatuline and is used for the treatment of patients with acromegaly and gastroenteropancreatic neuroendocrine tumors. Somatuline has an annual market size of $898 million.
HG Infra Engineering surges as it wins two orders worth Rs 4,142.2 crore from Maharashtra State Road Development Corp to construct expressways.
Suzlon Energy rises sharply as it bags an order to supply 134 wind turbines with a rated capacity of 3 MW each for the development of a 402 MW wind energy project by Juniper Green Energy in Rajasthan.
Reports suggest that 2.2 crore shares (3.5% equity) of Apollo Tyres, worth approx over Rs 1,000 crore, change hands in a block deal. Private equity firm Warburg Pincus is a likely seller in this transaction.Anil Kumar Goel sells a 0.7% stake in GRP for approx Rs 8.3 crore in a bulk deal on Tuesday.
GAIL (India) to reportedly invest Rs 50,000 crore to build a 1.5 million tonnes per annum ethane cracking unit in Madhya Pradesh.
PNC Infratech surges to its all-time high of Rs 485 per share as it emerges as the lowest bidder of Rs 4,994 crore for two road projects in an auction held by the Maharashtra State Road Development Corporation (MSRDC). The projects include the construction of an access-controlled ring road in Pune and an access-controlled expressway connector from Jalna to Nanded.
Bharat Heavy Electricals falls sharply as its net profit declines by 25.6% YoY to Rs 489.6 crore in Q4FY24. Revenue grows by 0.9% YoY to Rs 8,416.8 crore due to an increase in the industry segment. It appears in a screener of stocks where mutual funds decreased their shareholding in the last quarter.
Nifty 50 was trading at 22,541.15 (12.1, 0.1%), BSE Sensex was trading at 74,165.52 (212.2, 0.3%) while the broader Nifty 500 was trading at 21,239.55 (51.9, 0.2%)
Of the 1,888 stocks traded today, 1,309 showed gains, and 512 showed losses.
Riding High:
Largecap and midcap gainers today include General Insurance Corporation of India (378.25, 9.7%), Union Bank of India (148.85, 4.3%) and Schaeffler India Ltd. (4,459.15, 3.9%).
Downers:
Largecap and midcap losers today include Bharat Heavy Electricals Ltd. (303.70, -4.9%), Linde India Ltd. (9,287.60, -4.2%) and NMDC Ltd. (272, -3.6%).
Volume Shockers
19 stocks in BSE 500 are trading on high volumes today.
Top high volume gainers on BSE included PNC Infratech Ltd. (530, 15.8%), General Insurance Corporation of India (378.25, 9.7%) and The New India Assurance Company Ltd. (246.95, 6.6%). | 692 | 2 | Loading... |
13 ⚡️TEAMLEASE SERVICES: CO MD SAYS THE OUTLOOK FROM THE SECOND QUARTER OF FY25 IS SHAPING UP WELL || CO MD ALSO SAYS DA BUSINESS HAS NOW TURNED POSITIVE ON HEADCOUNT, NET OF EXIT OF NEEM TRAINEES | 900 | 1 | Loading... |
14 ☀️Unichem Laboratories Q4: Net loss at ₹129.31 cr, revenue at ₹432 cr
☀️"Aiming for an EBITDA of ₹950 cr-1,000 cr for FY25," says Strides Pharma management
These are the statements on US business, net debt reduction, capex and more | 948 | 0 | Loading... |
15 "Will remain asset light and focus on emerging countries" says Skandaprasad Seetharaman of VA Tech Wabag | 1 077 | 0 | Loading... |
16 NIIT Learning Q4: PAT up 0.7% YoY, revenue rises 3.2% | 991 | 0 | Loading... |
17 BHEL - The year of thermal revival
🔸CMP: ₹ 302
🔸Target: ₹ 370
🔸Previous Target: ₹ 300
A 🧵on the stock and analysis
🔸Bharat Heavy Electricals Ltd. (BHEL) reported an order inflow (OI) of INR 780bn, 3x YoY. OI for the quarter was INR 420bn.
🔸FY24 saw strong order inflows worth INR520bn in power owing to 9.6GW thermal order wins and Industry orders worth INR 220bn.
🔸The year saw a revival in thermal orders in India, with the country laying out bids for a total of 10GW, and BHEL had a 100% strike rate in the bids.
🔸It is expected that India will seek bids for the ordering of 10GW again over the next few years, leading to a healthy OI outlook.
BHEL Financial Summary
BHEL Nearly flat revenue growth; PAT fell by 42%
🔸Revenues for the quarter stood flat at INR 83bn, up 0.4% YoY while the quarterly PAT stood at INR 5bn, declining 19% YoY.
🔸Revenues for the year stood at INR 239bn, growing 2.3% while PAT stood at INR 3bn, declining 42%.
🔸This was due to the negative PAT in H1FY24 and slow growth in the high- margin power business (up 1.2%, contributing to 77% of the revenue). Margins were also lower due to the ongoing execution of legacy orders.
Despite dampened earnings, Order Inflow remains strong
🔸OI (order inflow) for the year stood at a whopping INR 780bn (3x of FY23).
🔸OI consisted mainly of orders totalling 9.6GW in the power sector (valued at INR 520bn) and INR 220bn in industry sector orders.
🔸This brings the total order book to INR 1,316bn. | 1 231 | 6 | Loading... |
18 🔹Promoter Krishna Prasad Chigurupati sold 75 lk shares on May 22 for clearing personal debt. | 1 130 | 1 | Loading... |
19 Expect near-term financial impact to our revenue & profitability, due to disruptions faced in our business in Q4,
@vijayshekhar
, #Paytm to shareholders
Had paused a few other payments & loan products to our customers during the last quarter; many such products
🕯BEL Concall | Co says non-defence might remain in the same level at 15% in FY25
▶️Expect ₹15,000 cr large-size ticket orders going forward
▶️FY25 order acquisition seen at ₹25,000 cr excluding QRSAM order | 1 176 | 1 | Loading... |
20 Rategain is an acquisitive co, m&a is a big part of our co, hope the acquisition will close in a quarter or two
FY25 organic growth guidance at 20% vs FY24 organic growth of more than 30% | 1 132 | 1 | Loading... |
21 Market off opening highs, metal stocks under pressure | 1 154 | 1 | Loading... |
22 Paytm: Revenue at Rs. 2267 cr vs Rs. 2335 cr, down 2.9% YoY | 1 178 | 1 | Loading... |
23 ONE 97 COM: CO EXPECT Q1 FY 2025 REVENUE OF 15-16B RUPEES | 1 092 | 1 | Loading... |
24 FREE alerted COFORGE 4800CE@85 Day high made of 225 High is done 1X move Lot size of 150 Move of 130 Point | 450 | 0 | Loading... |
25 Here is a list of #top10 stocks that will be in focus today
These stocks will be in focus going into trade today | 1 416 | 0 | Loading... |
26 | BHEL Concall takeaways: "Highest ever orderbook of ₹78,000 cr in FY24"
These are the statements on segment-wise numbers, expected figures and key focus areas👇
Market Alert | Here's what's happening in the crypto world! | 1 353 | 1 | Loading... |
27 Here's how commodities fared overnight!📈
Global Markets | Here's a look at how global equities performed overnight📈 | 1 098 | 1 | Loading... |
Photo unavailableShow in Telegram
@RBI
's FY24 dividend of ₹2.11 lakh crore for govt, is 107% higher than the budget estimate of ₹1.02 lakh cr & 142% higher than FY23's ₹87,416 cr
#RBI #RBIDividend Rs 2.11 lakh crore
It is an excellent step by RBI. It will certainly help in achieving the government the glide path of FD and the government in improving infrastructure and development
Photo unavailableShow in Telegram
Set of recommendations and their implementation is long overdue. Witnessing multiplicity of elections being held, many state elections slated for next 2 years, says NK Singh, Head, 15th Fin Commission Member, Simultaneous Polls Panel
Photo unavailableShow in Telegram
✍️FIIs net sell ₹686.04 crore while DIIs net buy ₹961.91 crore in equities today (provisional)
Photo unavailableShow in Telegram
🎯RBI: To transfer ₹2.11 lk cr surplus to govt for FY24; to increase contingency risk buffer to 6.50% from 6.00%
📊Nifty advances for 5th session to close around 22,600; Cipla, HUL lead
Here's how the markets panned out today
Photo unavailableShow in Telegram
Prepared to commission multiple projects in the quarters ahead. To establish new platforms of photochlorination, fluorination, cyanation & moreExpect situation related to destocking & overcapacity to ease gradually, says DeepakNitrite
RBI announces record dividend of Rs 2.11 Lakh Crore To Government
▪️Oyo is in talks to raise $80-90 million, co in talks with InCred to raise about $80-90 m from family offices. The #valuation of $3-4 billion; down nearly 75% from $10 bn peak valuation in 2019: Sources to
Top high volume losers on BSE were Gujarat State Fertilizer & Chemicals Ltd. (221.75, -8.1%), Global Health Ltd. (1,240.85, -7.1%) and J B Chemicals & Pharmaceuticals Ltd. (1,700, -4.2%).
Sheela Foam Ltd. (924.65, 0.0%) was trading at 12.7 times of weekly average. Metropolis Healthcare Ltd. (1,997.80, 5%) and KIOCL Ltd. (478.80, 6.6%) were trading with volumes 10.8 and 8.7 times weekly average respectively on BSE at the time of posting this article.
BSE 500: highs, lows and moving averages
42 stocks made 52 week highs, while 1 stock hit their 52 week lows.
Stocks touching their year highs included - Adani Power Ltd. (697, 2.5%), Aurobindo Pharma Ltd. (1,219.20, 0.1%) and Bharat Electronics Ltd. (279.70, 2.0%).
Stock making new 52 weeks lows included - CCL Products India Ltd. (560.95, 1.3%).
13 stocks climbed above their 200 day SMA including KNR Constructions Ltd. (273.65, 4.5%) and PI Industries Ltd. (3,717.85, 3.7%). 13 stocks slipped below their 200 SMA including AIA Engineering Ltd. (3,624.80, -3.2%) and Suven Pharmaceuticals Ltd. (611.40, -3.0%).