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Kanal postlari
| 2 | https://economictimes.indiatimes.com/markets/cryptocurrency/bitcoin-holds-above-63000-despite-etf-outflows-1-4-billion-options-expiry-in-focus/articleshow/132306333.cms | 1 |
| 3 | https://economictimes.indiatimes.com/markets/us-stocks/news/global-market-european-shares-edge-higher-as-miners-airlines-offset-tech-weakness-benchmark-set-for-weekly-loss/articleshow/132307730.cms | 1 |
| 4 | https://economictimes.indiatimes.com/markets/stocks/live-blog/bse-sensex-today-nifty50-stock-market-live-updates-gift-nifty-tcs-groww-share-price-10-july-2026/liveblog/132300988.cms | 1 |
| 5 | https://economictimes.indiatimes.com/markets/forex/forex-news/rupee-slips-on-week-as-iran-flare-up-spurs-caution-merchant-hedging/articleshow/132309601.cms | 1 |
| 6 | Securities under ban
KAYNES | 46 |
| 7 | https://finshots.in/markets/the-next-gear-in-uno-mindas-growth-story/ | 23 |
| 8 | Brokerage Update –
Citi on Aurobindo Pharma: Maintains Sell with Target Price raised to ₹1,270 (from ₹1,020) as the recent rally has pushed valuations to 2 SD above historical averages, already pricing in FX and PLI benefits, while FY28–29 growth is expected to slow due to limited pipeline visibility, weaker Lannett prospects, modest long-term PAT CAGR, and stretched valuations at 20x FY28E EPS.
UBS on Dixon Technologies: Maintains Buy with Target Price of ₹13,700 as the Vivo JV has received the long-awaited PN3 approval, a positive trigger for FY27–FY28 growth, with the transaction likely to close in 45–60 days and the JV expected to handle around two-thirds of Vivo’s ~32 million annual smartphone volumes (~1.75 million units per month).
JPMorgan on Dixon Technologies: Maintains Overweight with Target Price of ₹16,700 as the Vivo JV received Press Note 3 approval, with Dixon holding 51%, expected to start operations in 3QFY27, add 22 million annual smartphone volumes and ~₹300 billion revenue potential, leading to 24–39% revenue and 13–18% EPS upgrades for FY27–29.
CLSA on Dixon Technologies: Maintains Underperform with Target Price of ₹10,400 as the Vivo JV (51% owned by Dixon) has received Press Note 3 approval, creating a 20–22 million unit annual opportunity, but commercial production is expected from September with the full impact only in FY28, and the upside is already factored into estimates, limiting further upgrades.
JPMorgan on Lenskart: Initiates Overweight with Target Price of ₹635 as it sees a scalable, profitable business with strong technology-led competitive moats, driven by store expansion (3.3k to 5.6k+ by FY30), premiumisation, Gold member growth and operating leverage, supporting FY26–30 revenue/EPS CAGR of 21%/41%, with execution at scale as the key risk.
JPMorgan on TCS: Maintains Overweight with Target Price of ₹2,400 as 1QFY27 revenue was in line to slightly ahead of estimates despite weak 0.4% CC QoQ growth due to geopolitical uncertainty, margins fell 130 bps on wage hikes, but AI-led deal wins, technology spending recovery, FY27 growth acceleration and attractive 12.4x valuation support the investment case.
Morgan Stanley on TCS: Maintains Equal Weight with Target Price of ₹2,200 as 1QFY27 results were in line with a better-than-feared 2Q outlook, but EBIT margin downside risks remain and limited revenue growth visibility constrains re-rating potential. | 23 |
| 9 | https://open.substack.com/pub/thedailybriefing/p/fdi-un-investment-outlook-formalisation-india-economy-msme?utm_campaign=post-expanded-share&utm_medium=web | 18 |
| 10 | SECTORS TO WATCH
Dixon Tech-JV Pact With Vivo Mobile India-Exclusive Confirmed
Premier Explosives-Apollo Microsystems To Acquire 41.3% Stake -Khabar Confirmed
Shaily Engineering, One-Source Speciality, Torrent Pharma-DRL-Semaglutide Shortage
IT Stocks- TCS-Inline Q1 Results
Bajaj Finserv, Muthoot Microfin-Strong Q1 Operational Update
Strong Q1-Anand Rathi Private Wealth
Havells India-Entered the Battery Energy Storage System | 18 |
| 11 | Circuit filter change from 20% to 10%: Unichem Laboratories. (Neutral)
List of stocks excluded from ASM Framework: IFCI, Rubicon Research, Silver Touch (Neutral) | 20 |
| 12 | *PC Jeweller:* HRTI bought 83.6 lakh shares at Rs 10.29 per share.(Positive)
*NDTV:* Infinity Data Technologies bought 2.45 lakh shares at Rs 83.83 per share. (Positive)
*Axiscades Technologies:* Jupiter Capital acquired 10 lakh shares. (Positive)
*Vintage Coffee:* Tati Sai Teja acquired 16 lakh shares. (Positive)
*Paradeep Phosphates:* Zuari Maroc Phosphates acquired 2.91 lakh shares. (Positive)
*Confidence Petroleum India:* Confidence LPG Bottling acquired 28 lakh shares. (Positive)
*Unichem Laboratories: Polunin Emerging Markets Small Cap Fund bought 6.01 lakh shares at Rs 646.44 per share. (Positive)
*Rane Madras:* CRISIL upgraded the company's long-term bank facility rating to CRISIL AA-/Stable from CRISIL A+/Stable and short-term rating to CRISIL A1+ from CRISIL A1 for bank facilities amounting to Rs 1,085 crore. (Positive)
*NIBE:* Company clarified that it has not received any contract or award for the reported Rs. 1,600 crore Indian Army loitering munition tender. (Neutral)
*Maruti Suzuki:* Company plans to add around 500 new service points during the current financial year, according to MD & CEO Hisashi Takeuchi. (Neutral)
*Oberoi Realty:* Company stated that there will be no adverse impact on its business from the court order restraining new allotments in the Rs.16,000 crore Gurugram project. (Neutral)
*Tata Consultancy Services (TCS):* Company reported Q1 FY27 consolidated revenue of Rs.723 billion, compared to Rs.707 billion QoQ, while net profit stood at Rs.134 billion versus Rs.137 billion QoQ. (Neutral)
*TTK Prestige:* Operations at the company's Roorkee manufacturing plant have been disrupted due to floods. (Neutral)
*Dr. Reddy's Laboratories:* Company has recalled one batch of Semaglutide injectable pens in India for technical evaluation and plans to dispatch 6–7 million Semaglutide injectable pens between November 2026 and March 2027. (Neutral)
*Ceigall India:* Company will invest Rs.109.19 crore in Velgaon Power Transmission SPV. (Neutral)
*Torrent Pharmaceuticals:* Company has initiated a voluntary recall of select batches of Semalix injection disposable pens following a product recall notification from Dr. Reddy's Laboratories for technical evaluation. (Neutral)
*Krishana Phoschem:* CRISIL has enhanced the company's rated bank facilities to Rs.1,125 crore from Rs.756 crore. Long-term rating has been maintained at CRISIL A+/Watch Developing, while the short-term rating remains at CRISIL A1/Watch Developing. (Neutral)
*SG Finserve:* Company has issued Commercial Papers worth Rs.30 crore with a 53-day tenure at an interest rate of 7.30%. (Neutral)
*Concord Enviro Systems:* Company has made an additional investment of Rs.10.54 crore in its wholly owned subsidiary, Rochem Separation Systems (India) Pvt. Ltd. (Neutral)
*Godrej Properties:* NCLT has approved the amalgamation of Embellish Houses Pvt. Ltd. with Godrej Properties Ltd. (Neutral)
*Ashoka Buildcon:* Company has issued Commercial Papers worth Rs.100 crore with a 90-day tenure at a coupon rate of 7.20% per annum. (Neutral)
*India Shelter Finance Corporation:* CARE Ratings has reaffirmed the company's CARE AA- (Stable) rating for its long-term bank facilities. This reaffirms the strong creditworthiness of India Shelter Finance. (Neutral)
*Greaves Cotton:* Board Approval for Rs 331 cr Rights Issue. (Neutral)
*Sandur Manganese:* Company has approved entry into new businesses including hospitality, academy, and medical devices and consumables manufacturing, to be undertaken through subsidiaries. (Neutral)
*HCL Technologies:* HCL Foundation signed an MoU with the Uttar Pradesh Urban Development Department to collaborate on sustainable waste management initiatives in Hardoi, Prayagraj and Agra. (Neutral)
*Raymond:* Allotted 66.57 lakh convertible warrants to JK Investors on a preferential basis at Rs 497 per warrant after receiving 25% upfront subscription amount. (Neutral)
*ONGC:* Board approval for the development of a 1.75 MMT Strategic Petroleum Reserve at Mangalore (Phase-I Extension). (Neutral) | 17 |
| 13 | *🌹🇮🇳India Daybook – Stocks in News*
*Havells India:* Company has entered into a strategic partnership with Norway-based Pixii AS to enter the Battery Energy Storage Systems (BESS) market in India, focusing on residential, commercial and industrial energy storage solutions. (Positive)
*Brahmaputra Infrastructure:* Company has emerged as the L-1 bidder for a railway construction project from Northeast Frontier Railway worth approximately Rs.137.60 crore. (Positive)
*IRB Infra:* Toll revenue grew 28% YoY in June 2026, reaching Rs. 8,078 million vs. Rs. 6,308 million in June 2025. (Positive)
*The Leela:* Company has unveiled The Leela Coorg Forest Sanctuary, a luxury hospitality project spread across 76 acres in the Western Ghats. (Positive)
*Vikram Solar:* Company has signed a supply agreement with Evervolt Solar Technology India for 130 MW of DCR-compliant Mono-PERC solar cells. (Positive)
*Mahindra & Mahindra (M&M):* Company reported June production of 1,10,795 units, compared to 85,232 units YoY. Exports increased to 5,954 units from 2,698 units YoY. (Positive)
*Olex Energy:* Company has secured a Rs.628.37 crore order from a global renewable energy group for the supply of N-Type TOPCon G12R Glass-to-Glass Solar PV Modules. (Positive)
*CONCOR:* Company has entered into a 15-year agreement with GAIL (India) Ltd. to establish an LNG dispensing station at its Inland Container Depot (ICD) in Khodiyar, Ahmedabad. (Positive)
*Power Grid:* Company has been declared the successful bidder under Tariff Based Competitive Bidding for the Bhadla-III, Ramgarh PS & Kanpur Inter-State Transmission System augmentation project. (Positive)
*Orbit Exports:* Board has approved a share buyback of up to 11.04 lakh equity shares at Rs.250 per share, aggregating up to Rs.27.60 crore. (Positive)
*Anand Rathi Wealth:* Company reported Q1 FY27 consolidated revenue of Rs.321.99 crore and PAT of Rs.163.01 crore. (Positive)
*Precot:* Company has incorporated its wholly owned subsidiary, Precot Holdings Limited, in Jebel Ali Free Zone (JAFZA), Dubai, to undertake international business and investment activities (Positive)
*Gloster, Ludlow and Cheviot:* Textile Ministry removes Key Restrictions on Raw Jute Stock (Positive)
*DixonTech:* Company and Vivo have signed JV agreements to expand smartphone manufacturing in India. (Positive)
*Apollo Micro Systems:* Company to acquire 41% stake in Premier Explosives for ₹1,550 crore (Positive)
*Lux Industries:* Company signs agreement for the Reebok trademark in India. (Positive)
*Ceinsys Tech:* Company has received LoI worth Rs 67 crore. (Positive)
*Footwear Stocks:* DPIIT extends legacy stock clearance timeline. (Positive)
*YES Bank:* S&P Global Ratings assigned its first-ever rating coverage to the bank, with a long-term issuer credit rating of BB+ (Stable) and a short-term issuer credit rating of B. (Positive)
*Muthoot Microfin:* Company has reported strong Q1 Operational Update. Disbursements up 49% YoY to Rs 2,645 crore. (Positive)
*Lokesh Machines:* Company has been removed from the U.S. Office of Foreign Assets Control (OFAC) Specially Designated Nationals (SDN) List. (Positive)
*One 97 Communications:* Company has partnered with Indonesia's Flip (Positive)
*Bajaj Finserve:* Bajaj General Insurance -Gross direct premium underwritten increased 21.8% YoY to Rs 1,760 crore in June 2026 and 11.6% YoY to Rs 5,769 crore for Apr.-June 2026 (Positive)
*Premier Energies:* Company has commissioned a 5.6 GW solar module manufacturing facility. (Positive)
*JSW Cement:* Company plans to Increase Cement Capacity to 60 MTPA (Positive)
*Jash Engineering:* Company announces consolidated order book as on 1st July 2026 is Rs. 912 Crore (Positive)
*Varun Beverages:* Strong Q2 Performance-Pepsico Global (Positive)
*Knack Packaging:* Bank of India Mutual Fund bought 7.00 lakh shares at Rs 196.6 per share. (Positive)
*Motisons Jewellers:* Arihant Capital Markets bought 36.94 lakh shares at Rs 14.52 per share. (Positive) | 17 |
| 14 |  Upcoming corporate actions | 25 |
| 15 |  Upcoming economic events | 22 |
| 16 |  Top gainers and losers | 23 |
| 17 | https://economictimes.indiatimes.com/markets/cryptocurrency/crypto-news/bitcoin-falls-close-to-62000-as-geopolitical-risks-weigh-143-million-etf-inflows-offer-support/articleshow/132278304.cms | 22 |
| 18 | https://economictimes.indiatimes.com/markets/us-stocks/news/us-stock-market-sec-clears-path-for-ubs-crisis-resolution-plan-with-key-bail-in-guidance/articleshow/132279042.cms | 20 |
| 19 | https://economictimes.indiatimes.com/markets/stocks/live-blog/bse-sensex-today-nifty50-stock-market-live-updates-gift-nifty-tcs-nalco-share-price-09-july-2026/liveblog/132275074.cms | 19 |
| 20 | https://economictimes.indiatimes.com/markets/us-stocks/news/global-market-european-shares-rebound-as-tech-stocks-recover-investors-assess-middle-east-developments/articleshow/132282741.cms | 23 |
