INDIAN SHARES✨

Juniper Green Energy Limited is one of India’s leading renewable independent power producers (IPP), operating across solar, wind, hybrid renewable and energy storage projects. The company develops, constructs, operates and maintains utility-scale renewable projects through its own EPC and O&M capabilities, which helps it control project execution, reduce costs and retain better margins. Starting with its first solar project in 2020, Juniper has rapidly expanded its portfolio to around 7.9 GW total capacity (including operational, under-construction and awarded projects). A key strength of Juniper is its long-term contracted business model. Around 97.7% of its capacity is backed by long-term Power Purchase Agreements (PPAs) of 20–25 years with strong counterparties such as SECI, NTPC, NHPC, SJVN, state utilities and Tata Power. This provides visibility of stable revenue and cash flows. The company also has advantages in land availability and grid connectivity, which are becoming major challenges for renewable developers due to increasing demand for renewable projects. The company is expanding beyond traditional solar into wind-solar hybrid, firm renewable power and battery storage projects, which are expected to become important growth areas as India moves towards round-the-clock clean energy. Its integrated execution model and early project commissioning track record provide an advantage compared with smaller renewable developers. Financially, Juniper has shown strong revenue growth, with consolidated income increasing from ₹424 crore in FY24 to ₹805 crore in FY26. However, profit growth has remained limited, with net profit around ₹40 crore, mainly due to high depreciation and interest costs associated with renewable assets. As assets mature and debt reduces, profitability is expected to improve. The IPO values the company at around ₹12,800 crore market capitalisation. At the upper price band, valuation looks expensive on current earnings, with a very high P/E multiple, but investors are valuing the company based on future capacity expansion, long-term PPAs and renewable sector growth rather than current profits. Comparison With Listed Renewable Peers Compared with NTPC Green Energy Limited, Juniper is a smaller company but has a faster-growth profile. NTPC Green benefits from the backing of India’s largest power utility, giving it a stronger balance sheet and lower risk, while Juniper offers more pure-play renewable growth. Compared with ACME Solar Holdings Limited, Juniper has a broader focus with solar, wind hybrid and storage opportunities. ACME has a more established solar operating portfolio, while Juniper’s advantage lies in its future growth pipeline and integrated project execution. Overall, Juniper Green Energy is a long-term renewable energy growth story with strong business fundamentals, but the IPO valuation is demanding. One may skip the ipo.

Stock up 44% above it's ipo rate

Crude and gold remain elevated on war risk. Brent settled around $87.53/bbl on July 28, up 18.43% over the past month and 22% year-on-year, (TRADING ECONOMICS) driven by the US intercepting a surprise Iranian strike, Iran-backed drone attacks on Saudi oil facilities, and Tehran's rejection of Oman's 50-50 shared-control proposal for the Strait of Hormuz. (TRADING ECONOMICS) Gold sits at $4,080.76/oz, up 0.36% on the day and 24% year-on-year, (TRADING ECONOMICS) with Commerzbank trimming its year-end target to $4,500/oz even as geopolitical risk keeps a floor under prices. (TRADING ECONOMICS) On the war: the 2026 Iran war, initiated by the US and Israel on February 28, continues with the conflict entering a fresh phase as Saudi Arabia helps hit Iran-backed proxies while diplomacy keeps stalling, (Encyclopedia Britannica) and US Central Command has launched retaliatory strikes after an attempted surprise Iranian missile attack on US forces. (ABC News) Trump and Netanyahu met at the White House for about 80 minutes, reaffirming an "ironclad commitment" to keeping Iran nuclear-free, (Global Security) while the Fed held rates unchanged, though with three dissents. (Encyclopedia Britannica) Technically, Nifty support is at 24,100 (immediate), 24,000 (strong) and 23,850 (major), with resistance at 24,350 (immediate), 24,500 (key breakout) and 24,650 (swing high); (Univest) the 200-day EMA at 24,421 is the next big resistance hurdle, with RSI at 68.74 and MACD at 79.70 both still supportive of the bullish bias. (Kalkine India) A break above 24,280–24,350 today would confirm continuation; a slip below 24,100 flips the bias cautious. Results and brokerage reaction: Asian Paints posted a 40% jump in consolidated net profit to ₹1,539 crore versus ₹1,100 crore a year ago, with revenue up 18% to ₹10,542 crore and EBITDA margin expanding to 20.57% from 18.18%, (Upstox) beating Street estimates that had pegged profit growth in the 11-19% range. Going into the print, Motilal Oswal carried a Neutral rating with a ₹2,750 target, Nomura a Buy with a ₹3,600 target (citing peak competition from Birla Opus being behind the sector), and JM Financial an Add/Buy call with a ₹2,815 target — all will likely see upward tweaks given the margin beat. Adani Ports delivered a 9.22% YoY rise in net profit to ₹3,620 crore, beating the Bloomberg estimate of ₹3,418 crore, with revenue up 18.6% to ₹10,821 crore (Business Standard) — yet the stock slid despite the beat, with brokerages now watching net debt-to-EBITDA against the 2.5x ceiling and the pace of ramp-up at newer international assets like Colombo. (Niftytrader) Motilal Oswal has held a Buy with a target near ₹1,770, citing multi-year capacity and cargo growth visibility. (business-standard) L&T reported a 14% YoY rise in attributable profit to ₹3,926 crore, beating the Bloomberg estimate of ₹3,657.86 crore, on revenue up 6.7% to ₹67,942 crore, (Business Standard) with order inflow of over ₹1.08 lakh crore for the quarter. (Upstox) Post-results, ICICI Securities stayed constructive with a Buy and target of ₹4,640, implying a core P/E of 26x against the current 21x, (Business Standard) flagging a ₹15 trillion prospect pipeline for the rest of FY27 and management's guidance of 10-12% order inflow and revenue growth. (Business Standard) Tata Capital's NBFC arm reported a 56% YoY jump in consolidated net profit to ₹1,547 crore on healthy loan growth, with gross Stage 3 assets improving to 1.9% from 2%. (Business Standard) Force Motors posted consolidated net profit of ₹216.59 crore versus ₹176.36 crore a year ago, on revenue of ₹2,440.01 crore versus ₹2,297.25 crore. (Multibagg AI) With over 100 companies reporting today including Dabur, Eicher Motors, Bajaj Housing Finance, Colgate and Waaree Energies, expect stock-specific action to dominate; banking sector prints later this week remain the next big swing factor for index direction. Today 3 ipo will list on exchange Indo mim ipo rate 485 Lohia corp ipo rate 425 Xtranet tec ipo rate 127. We gave apply only to Indo mim.

Gift nifty -78 Brent $89.2

South Korea’s benchmark ⁠KOSPI Composite Index has dropped roughly 34% from its peak in mid-June 2026, when it reached a high of around 9,114.55. The index has tumbled sharply down to the 6,000–6,400 range due to a massive global sell-off in heavyweight semiconductor and artificial intelligence stocks.

Lower circuit in kospi exchange trading halted for 20 min.

Good morning 🌅 GIFT Nifty is trading around 24,214–24,380, implying a gap-up open versus Nifty's Tuesday close of 23,985.35 (down 10.60 points, -0.04%). Sensex ended at 76,765.92, down 69.86 points. India VIX eased to 12.56, down 0.8%, pointing to low near-term volatility expectations. FII/DII activity (28 July): FIIs were mild net buyers in cash at +₹755 crore, while DIIs bought more decisively at +₹1,664 crore. However, FIIs remain net short in index futures and heavy sellers in index options — a hedged, cautious posture rather than outright bullish conviction. Domestic flows continue to be the main cushion against foreign caution. Brent crude: Oil has cooled sharply, now trading near $85–88/barrel, down from highs above $100 seen at the peak of Middle East tensions. The pullback follows diplomatic signals of "good talks" between Washington and Tehran, though prices remain elevated versus a year ago given the ongoing conflict. Gold: Spot gold has slipped toward $4,025–4,040/oz, down about 1%, as a firmer dollar and rising odds of a Fed move (decision due today) pull some safe-haven demand out. It's still holding comfortably above the psychological $4,000 mark. War news: The Iran conflict remains the dominant overhang. The US military said it intercepted an Iranian missile attack targeting American troops in the Middle East, while Iran-backed militias struck Saudi oil facilities for a second straight day. Iran has rejected an Omani proposal for shared control of the Strait of Hormuz. Netanyahu met Trump at the White House even as sporadic strikes continue on both sides, and diplomatic efforts (Iran-Japan talks, Jordan-Qatar coordination) continue toward de-escalation. Nifty technicals: Near-term range is 23,800–24,250, with immediate support at 23,800–23,850 and resistance at 24,200–24,250. The bigger hurdle is 24,300–24,400, which coincides with the 200-day EMA — a decisive close above that could open the path to 24,500–24,600. A break below 23,700 risks a slide toward 23,300–23,500. Q1 FY27 results declared on 28 July: L&T posted consolidated net profit up 14% YoY to ₹4,122.85 crore, with management citing resilient execution despite geopolitical uncertainty and West Asia project disruptions. HUL's consolidated net profit fell 3% YoY to ₹2,673–2,680 crore (due to a one-off tax credit in the base year), while revenue grew 10% to ₹17,184–17,341 crore — its strongest growth in 13 quarters, led equally by volume and pricing. The stock fell as much as 5% intraday as investors focused on the profit miss despite the strong topline. Varun Beverages reported net profit up 15.5% YoY to ₹1,521 crore, with revenue up 20.8% to ₹8,650.57 crore. Ambuja Cements' consolidated net profit fell about 34% YoY to ₹577 crore, with revenue down 7.5% to ₹9,474 crore — management flagged temporary cost headwinds from West Asia geopolitical tensions, though trade sales and premium-product mix improved. Suzlon Energy's consolidated net profit fell 5.9% YoY to ₹305 crore for the quarter, coming in below the ~₹433–491 crore range brokerages had pencilled in pre-results; the stock fell nearly 10% on the miss. Ahead of results, Suzlon was a brokerage consensus Buy, with targets ranging from ₹56 (Nuvama) to ₹75 (Centrum). Radico Khaitan was a standout, with net profit up 76% YoY to ₹230 crore and revenue up 10.4% to ₹5,867.69 crore. Due today (29 July), not yet declared: Asian Paints, Dabur India, Adani Enterprises, Adani Ports, Eicher Motors, Bajaj Housing Finance, Colgate-Palmolive, Prestige Estates, Star Health, and Piramal Pharma are all scheduled to report — pre-results commentary flags double-digit revenue growth expected at Asian Paints (14–17% YoY) though margins may be flat-to-lower on crude-linked input costs, while Dabur has already guided to double-digit revenue and profit growth with rural demand outpacing urban for a second straight quarter. These will be the ones to watch as the session progresses.

Gift nifty 128 points up. Brent 87. 15.irgc again started missiles attacks on US base in middle East Indo mim allotment out.check ur luck on linkintime. LT np up 16%.

Today good greenery in IT stocks, be it midcaps or largecaps. Tcs ran 9% in month but still over 25% down in last 1 yr

Kospi mkt down over 10%

Good morning 🌄 Indian markets are set for a cautious start today. GIFT Nifty is trading around 24,005 (-35 points), indicating a slightly negative opening after Monday's strong rebound. Brent crude has cooled sharply to around US$87.6–88 per barrel after reports of renewed diplomatic talks between the US and Iran, easing concerns over immediate supply disruptions. Gold is trading near US$3,380/oz, supported by safe-haven demand ahead of the US Federal Reserve policy meeting. On the institutional front, FIIs remained net sellers by around ₹2,364 crore, while DIIs were net buyers of around ₹3,980 crore, showing that domestic institutions continue to absorb foreign selling and support the market. The geopolitical situation remains the biggest global trigger. While tensions between the US and Iran continue, both sides have indicated willingness to pursue diplomacy. The easing in crude prices is positive for India, especially for sectors such as paints, aviation, tyres and OMCs, while upstream oil companies may see some pressure. Investors will also closely track the US Federal Reserve meeting this week for interest-rate guidance. Technical View: Nifty has regained the 23,950 level. Immediate support lies at 23,900–23,850, followed by 23,700. On the upside, 24,100 is the first resistance, with 24,250–24,300 being the next major hurdle. A sustained move above 24,300 could revive bullish momentum, while a fall below 23,850 may invite fresh selling. Result-based stocks in focus: Bharat Electronics (BEL) reported healthy quarterly earnings with strong growth in revenue and profit, supported by robust defence execution. Tata Power also delivered better-than-expected results, driven by its transmission, distribution and renewable businesses. Coal India reported weaker-than-expected earnings as lower volumes and higher costs weighed on profitability. These stocks are likely to remain active today. News-based stocks to watch: IndiGo (InterGlobe Aviation) is in focus after appointing a new CFO. Oil marketing companies (IOC, BPCL, HPCL), aviation stocks (IndiGo, SpiceJet) and paint companies (Asian Paints, Berger Paints) could benefit from softer crude prices. Defence stocks such as BEL may continue to attract buying interest after strong results, while coal and mining stocks could remain under pressure following Coal India's earnings. Brokerage views: Several brokerages have maintained a positive stance on BEL after its strong execution and healthy order book. Tata Power continues to receive positive recommendations on the back of renewable energy growth and improving earnings visibility. Coal India has seen mixed views after its earnings miss, with analysts turning cautious on near-term profitability. Steel stocks such as Tata Steel, JSW Steel and Jindal Steel continue to attract positive long-term views as demand remains resilient despite global headwinds.

Gift nifty -54 Brent $86.5 Fii f n o shows some short covering. Radico , pidilite, nyka, etc seen long Dixon BOI seen short built up.

Last day to apply Indo mim ipo .though pricing is bit aggressive,but given its broad industry uses n large client base one can apply. Apply for listing gains to medium term.

Good morning 🌅 Indian markets are set to begin the week on a positive note with GIFT Nifty around 23,947, up nearly 140 points, indicating a firm opening despite volatility witnessed last week. Brent crude has cooled sharply from last week's highs and is trading around US$92.7 per barrel, easing concerns for oil-importing sectors such as paints, aviation and OMCs. Investors will closely watch the US Federal Reserve meeting this week along with the ongoing Q1 earnings season. Despite the recent correction, domestic institutional investors continue to provide support to the market while foreign investors remain cautious. On Friday, FIIs sold ₹3,892.77 crore, whereas DIIs bought ₹5,453.55 crore, helping limit the downside. Technically, 23,700-23,750 remains immediate support, while 24,000-24,050 is the key resistance zone. The June quarter earnings season remained the key driver over the weekend. Jindal Steel & Power reported revenue of around ₹16,870 crore with net profit of about ₹2,150 crore, supported by better steel realisations and healthy domestic demand. SAIL delivered revenue of about ₹29,900 crore and net profit of around ₹1,760 crore, reflecting improved operating performance on higher sales volumes. Bank of India posted revenue of approximately ₹8,650 crore and net profit of around ₹2,520 crore, aided by healthy loan growth and lower provisions. Container Corporation of India (CONCOR) reported revenue of about ₹2,420 crore with net profit of nearly ₹370 crore, supported by strong rail logistics demand. Lodha Developers continued its strong momentum, reporting record revenue of around ₹5,020 crore and net profit of ₹1,373 crore, nearly doubling year-on-year on robust residential sales and strong cash generation. Stocks likely to remain in focus today include Jindal Steel & Power, SAIL, Bank of India, CONCOR and Lodha Developers after their quarterly numbers. Oil marketing companies (IOC, BPCL and HPCL) may benefit from softer crude prices, while IndiGo and other aviation stocks could also see positive sentiment as lower fuel costs improve margins. Banking stocks, especially PSU banks, are expected to remain active after strong earnings from several lenders, while real estate counters may continue to outperform following Lodha Developers' robust performance. �

Gift nifty 160 up. Brent crude $92.7(down from $100)

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Caliber mining ipo listed at 504 bse. 500.2 nse vs 424 ipo rate .