Market Update for 10 Oct 22
Telegram.me/AlliesFin

Wall Street slid on Wednesday post mid term election results that showed a mixed verdict and investors' focus turned towards inflation concerns. Dow fell 1.95%, S&P dropped 2.08% and Nasdaq closed 2.48% lower ending three day's winning streak.

USD index moved higher near 110.43, 10 year dropped below 4.10% and Cboe Vix closed above 26.

Crude futures continued to slide on China worries and increase in US stockpiles. WTI fell below 86, Brent slipped below 93.

Indian stocks cooled off after hitting 9 month highs awaiting US mid term elections outcome and inflation data. Both Nifty and Sensex closed 0.25% down as Metals, Autos and FMCG names lost some ground but on flip side PSU banks continued its dream run higher. Mid and Small cap names showed some profit taking underperforming main indices.

Stocks may continue to consolidate (as indicated yesterday, indices may need some consolidation before they take on life highs). Sector rotation may continue to help participants genrate some alpha even if markets consolidate for a while. Investors may realign portfolios for upcoming bull charge using current phase of consolidation.

_(prices as on 4.09 am IST)_

Mkt. Updates :

SGX Nifty -60 pts (18130) from last trade 18190 ,

Nikkei -280 pts ,
Hangseng -220 pts ,
Around @ 6.52am .

Dow -646.89 pts ,Nsdq -263.02 pts, S&P
-79.74 pts , Bovespa -2580 pts , Ftse -9 pts , Dax -22 pts , Cac -10 pts , Crude @ $85.76 brl (-0.07), Brent @ $92.47 brl (-2.89) , Gold @ 1708.20 (-5.50), Silver @ $21.08 (-0.24), Euro @ $1.0013, JPY @ $146.30, INR @ 81.335


*US GOVT. 10-YEAR YIELD : 4.09%*


*Today's Corporate Action, 10 Nov Ex Date :*

DAAWAT
Interim Dividend - Rs. - 0.5000
DALBHARAT
Interim Dividend - Rs. - 4.0000
GILLETTE
Final Dividend - Rs. - 36.0000
NYKAA
Bonus issue 5:1  
SHAREINDIA
Interim Dividend - Rs. - 2.0000
SSWL
Stock  Split From Rs.5/- to Rs.1/-


*SEC. IN F&O BAN FOR, 10-Nov-22 v*

*1. PNB*

Earnings Calendar: 10.11.2022

63MOONS, ADANIGREEN, APOLLOHOSP, ASHOKLEY, AVANTI, AJMERA, ALKALI, ASAHISONG, ASTERDM, BALAJITELE, BASF, BATAINDIA, BERGEPAINT, BHARATGEAR, BECTORFOOD, CAPACITE, CENTURYPLY, COCHINSHIP, COFFEEDAY, CAMPUS, CENTRUM, CONCOR, DEEPAKFERT, DEEPIND, DREDGECORP, DISAQ, EICHERMOT, EQUITAS, FIEMIND, FCONSUMER, FINEORG, GABRIEL, GNFC, GPIL, GRSE, GSPL, GUJGAS, GULFPETRO, HARRMALAYA, HCC, HCG, HEMIPROP, HERCULES, INDHOTEL, INDIANHUME, IRFC, INDOCO, JAICORPLTD, JINDALSTEL, KALYANKJIL, KIRLOSBROS, KALPATPOWR, LIBERTSHOE, LIKHITHA, LINDEINDIA, MATRIMONY, MAZDOCK, MOTHERSON, MUTHOOTFIN, NEULANDLAB, NATCOPHARM, NAVKARCORP, NILKAMAL. NHPC, OIL, OMAXAUTO, PRECWIRE, PRSMJOHNSN, ORIENTPPR, PAGEIND, PANCARBON, PFC, PRSMJOHNSN, RAILTEL, RATNAMANI, RPOWER, RVNL, RENUKA, SAIL, SALZER, SANDHAR, SANGHVIMOV, SOMANYCERA, SURYAROSNI, SUZLON, SUVEN, TOKYOPLAST, TORNTPOWER, TREEHOUSE, TRENT, TRIL, TVSSRICHAK, V2RETAIL, VIJAYA, VOLTAMP, VRLLOG, XCHANGING, ZOMATO, ZYDUSWELL


Earnings Calendar: 11.11.2022

ABB, ADANIPOWER, ADVENZYMES, ALKEM, APLLTD, APTECHT, ARIES, ASHOKA, ASTRAL, ASTRAZEN, BAJAJHCARE, BDL, BFINVEST, BFUTILITIE, BHEL, BOROLTD, DBREALTY, DCAL, DCW, DELHIVERY, DYNAMATECH, EASEMYTRIP, EIDPARRY, EMAMILTD, ESABINDIA, EXCELINDUS, EXIDEIND, FORCEMOT, FORTIS, GAEL, GESHIP, GVKPIL, GLENMARK, GLAXO, GRAPHITE, HBLPOWER, HEG, HINDALCO, HOVS, HUHTAMAKI, IBREALEST, IPCALAB, IRCON, ITI, IDFC, JBCHEPHARM, JAYSHREETEA, JINDALSAW, JISLDVREQS, KMSUGAR, KCP, KCPSUGIND, KIMS, LEMONTREE, LAOPALA, LUMAXIND, M&M, MANYAVAR, MAXINDIA, MGL, MEDPLUS, MEDICAMEQ, MIRCELECTR, MIRZAINT, MOIL, MUKANDLTD, NAUKRI, NCLIND, NLCINDIA, OSWALAGRO, PFIZER, PGHL, RELCAPITAL, RELIGARE, REPCOHOME, RELINFRA, RUPA, SHAKTIPUMP, SJVN, SMLISUZU, SURYODAY, SOBHA, SUBROS, TALBROAUTO, THOMASCOOK, THYROCARE, THERMAX, TVTODAY, UJJIVAN, UNICHEMLAB, VADILALIND, VMART, WABAG, ZEEL, ZEELEARN, ZYDUSLIFE

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Indian equity benchmarks ended lower amid losses across sectors. Globally, investors remained on the back foot as they awaited a key inflation reading from the world's largest economy due later in the day to gauge the possible course of revisions in COVID-era interest rates.

Bse Sector :

Gainers: None

Non Gainers : Auto, Consumer Durables, Consumer Discretionary, Commodities, Metal, Industrials, Capital Goods, Energy,
Services, Utilities, Healthcare, FMCG, Power, Financial Services, Bankex, Oil & Gas, IT, Teck, Telecommunication, Realty.

Mkt. Updates :

*SGX Nifty +333 pts (18431) from last trade 18098 ,*

Nikkei +872 pts ,
Hangseng +1039 pts ,
Around @ 6.52am .

Dow +1201.49 pts ,Nsdq +808.41 pts, S&P
+207.80 pts , Bovespa -3808 pts , Ftse +728 pts , Dax +479 pts , Cac +126 pts , Crude @ $86.31 brl (+0.09), Brent @ $93.35 brl (+0.70) , Gold @ 1757.65 (-0.95), Silver @ $21.758 (-0.00), Euro @ $1.0199, JPY @ $141.46, INR @ 80.645

*US GOVT. 10-YEAR YIELD : 3.81%*

*Today's Corporate Action, 11th Nov Ex Date :*

AJANTPHARM
Interim Dividend - Rs. - 7.0000
GMM
Interim Dividend - Rs. - 1.0000
GPTINFRA
Bonus issue 1:1  
RUNGTAIR
Right Issue of Equity Shares 
SAMOR
Right Issue of Equity Shares 
SIYSIL
Interim Dividend - Rs. - 4.0000


*Today's Key Results/Board Meetings,;11-Nov-22 :*

Hindalco Industries, Mahindra & Mahindra, Life Insurance Corporation of India, ABB India, Adani Power, Alkem Laboratories, Alembic Pharmaceuticals, Ashoka Buildcon, Astral, Astrazeneca Pharma India, Bharat Dynamics, BHEL, Delhivery, Dhani Services, Easy Trip Planners, Emami, Exide Industries, Fortis Healthcare, GSK Pharma, Glenmark Pharma, Hindustan Aeronautics, Ipca Laboratories, Lemon Tree Hotels, Pfizer, Sun TV Network, Thermax, Ujjivan Financial Services, Zee Entertainment Enterprises, and Zydus Lifesciences will be in focus ahead of September FY23 quarter earnings on November 11.


*SEC. IN F&O BAN FOR, 11 NOV, 2022 :*

*1. PNB*

*ADDITION : NIL*
*DELETION : NIL*


*Today's Alert :*

*RBI to Conduct Auction of GOI BONDS for INR 280 Billion*

Market Updates for 11 11 22

Telegram.me/AlliesFin

US markets staged a monster rally as lighter than expected inflation print helped bulls to take charge and lift indices to post best single day gains in nearly two years (as indicated, global markets, especially Nasdaq, were trading in an oversold zone and a powerful counter trade rally was overdue). Dow gained 3.70%, S&P added 5.54% and Nasdaq jumped a whopping 7.35% on Thursday.

USD index dropped sharply below 108, 10 year also saw big cuts towards 3.81% and cboe vix closed below 23.50.

Crude futures also gained some ground taking cues from equity markets, WTI moved above 86, Brent above 93.

Indian stocks lost some ground as weekly options expiry and global equity sentiments took stocks lower. Autos and Banking stocks traded lower on some profit taking. Nifty dropped below 18050 and Sensex lost 420 points.

*Strong global cues along with continued FII flows may once again propel Indian indices to take a step forward towards life high zone. Watch for a strong recovery in oversold names especially in IT stocks which is overdue (as indicated earlier 2023 may see IT / Pharma stocks take a lead to outperform the markets). Participants may gradually build short term portfolio tilted towards indicated sectors to create alpha over near term (not ignoring other sectors that may also participate, albeit at a slower pace, once indices take out life highs). Continue to trail stops for near term positions and position portfolios for the bull charge post life highs.*

_(as on 4.29 am IST)_

🌟

*News Headlines from Business News Agencies:*

@AlliesFin

*Business Standard*

• Adani, Reliance among 15 bidders in race to buy Future Retail's assets
• Amazon becomes world's first listed firm to lose $1 trillion in market cap
• JSW Steel expects exports to hit over 5-year low in FY23 on reduced demand
• GST evasion of Rs 55,575 cr detected in last 2 years, 719 persons arrested
• FMCG industry continues to witness consumption slowdown in Sept qtr: Report
• Tea Board seeks Rs 1,000-crore support for industry for next five years
• Flipkart burns over $3.7 billion cash in about a year till Sep 2022
• Smart home appliances start-up Up raises $1.3 mn in pre-seed funding
• Centre unveils India's first national repository for life science data
• India and China are converging to high income levels, says Moody's
• India in talks with other countries to export green hydrogen, official says
• US visa processing time expected to fall by mid-2023, says official
• Chip export curbs not aimed at hurting businesses, says US official
• Donald Trump urged to delay 2024 launch after GOP's uneven election
• Twitter alternative Mastodon gains maximum traction after Musk takeover
• PFC logs highest ever quarterly profit of Rs 5,229 cr on higher revenues

*Economic Times*

• India's balance of payments may slip into a $45-50 billion deficit in the current fiscal year
• Amid Russia uncertainty, World races to secure supplies of Middle East crude for next year
• Eicher Motors' Q2 profit surge fails to outpace Street's forecast
• Development of Noida airport on schedule, within budget: Top officer
• Fintech veterans’ fund launches programme to help industry executives start up
• EU antitrust regulators about to charge Meta, sources say
• Saudi Arabia's SALIC acquires 9.2% stake in LT Foods
• Inflation, rural stress drag down FMCG growth in July-September quarter: NielsenIQ
• Equity mutual fund inflows fall, debt funds continue to see outflows in October
• Hyundai to introduce global battery electric platform in India with Ioniq 5
• MT Autocraft forays into electric mobility with a seed funding of Rs 100 crore
• EU-India InnoCenter brings 20 Tech Startups in India
• Global central banks' search for immaculate disinflation turns longer
• Flipkart burns over $3.7 billion cash in about a year till Sep 2022
• KFin Technologies gets Sebi nod to float Rs 2,400-crore IPO
• Bajaj Electricals to reposition brand as premium to aid margins


*Mint:*

• AAI aims 100% EV fleet by 2030 for airside, cityside operations
• Biden plans to meet China’s Xi and discuss how to avoid conflict
• Lenskart slips into the red in FY22 even as revenue jumps 66%
• Edtech unicorn Upgrad's losses widen on rising costs
• Adani Power to sell entire stake in arm to AdaniConnex for EV of ₹1,550 cr
• Foxconn says aims to swiftly recover iPhone production levels at Covid-hit site
• Groww FY22 profit rises as revenue jumps 760%
• Commercial vehicle sales nearing pre-covid levels
• States’ indebtedness to remain elevated at 30-31% of GSDP this fiscal: Report
• Centre formulates plan to promote millet exports
• Gautam Solar launches 450 Wp solar modules with bigger M10 cells
• Radisson Hotel Group partners Treebo parent to launch India-only midscale brand
• Bank credit growth continues its robust momentum in September


*Earnings Calendar: 11.11.2022*

*ABB*, *ADANIPOWER*, ADVENZYMES, *ALKEM*, *APLLTD*, APTECHT, ARIES, ASHOKA, *ASTRAL*, ASTRAZEN, BAJAJHCARE, *BDL*, BFINVEST, BFUTILITIE, *BHEL*, BOROLTD, DBREALTY, DCAL, DCW, DELHIVERY, DYNAMATECH, EASEMYTRIP, *EIDPARRY*, EMAMILTD, ESABINDIA, EXCELINDUS, *EXIDEIND*, FORCEMOT, *FORTIS*, GAEL, GESHIP, GVKPIL, *GLENMARK*, GLAXO, GRAPHITE, HBLPOWER, HEG, *HINDALCO*, HOVS, HUHTAMAKI, IBREALEST, IPCALAB, IRCON, ITI, *IDFC*, JBCHEPHARM, JAYSHREETEA, JINDALSAW, JISLDVREQS, KMSUGAR, KCP, KCPSUGIND, KIMS, LEMONTREE, LAOPALA, LUMAXIND, *M&M*, MANYAVAR, MAXINDIA, *MGL*, MEDPLUS, MEDICAMEQ, MIRCELECTR, MIRZAINT, *MOIL*, MUKANDLTD, *NAUKRI*, NCLIND, NLCINDIA, OSWALAGRO, *PFIZER*, PGHL, RELCAPITAL, RELIGARE, REPCOHOME, RELINFRA, RUPA, SHAKTIPUMP,

SJVN, SMLISUZU, SURYODAY, *SOBHA*, SUBROS, TALBROAUTO, THOMASCOOK, THYROCARE, *THERMAX*, TVTODAY, UJJIVAN, UNICHEMLAB, VADILALIND, VMART, WABAG, *ZEEL*, ZEELEARN, *ZYDUSLIFE*


*Earnings Calendar: 12.11.2022*

ALPHAGEO, APOLLOPIPES, *AUROPHARMA*, BANCOINDIA, BRIGADE, BBTC, BCG, BRIGADE, BRNL, CAMLINFINE, CENTEXT, DCM, DEEP, GODFRYPHLP, *HINDCOPPER*, IPL, *JKCEMENT*, JPASSOCIAT, KAMATHOTEL, KITEX, KIRLOSENG, LAMBODHARA, LUMAXTECH, MAITHANALL, *MANAPPURAM*, MUKTA, ORIENTLTD, PATANJALI, POWERMECH, QUEST, RAMASTEEL, *RCF*, SADBHIN, SARDAEN, SHIVAMILLS, SUNFLAG, SUNDRMBRAK, TRIDENT, TVSELECT, VENUSREM


*Earnings Calendar: 14.11.2022*

*AARTIIND*, ABBOTINDIA, AHLUCONT, AIAENG, ALEMBICLTD, ANJANIFOODS, ARCHIES, ASHAI, ASHIANA, ASHAPURMIN, BAGFILMS, BALPHARMA, BBL, BGRENERGY, *BHARATFORG*, *BIOCON*, *CESC*, DCMSRMIND, DFM, FDC, FMGOETZE, GENUSPAPER, GICHSGFIN, *GODREJIND*, *GRASIM*, GREAVESCOT, HUDCO, IOLCP, *IRCTC*, JMFINANCIL, JINDALPHOT, JINDALPOLY, JMFINANCIL, JTEKTINDIA, JSHL, JYOTHYLAB, LAKSHMIMIL, LUXIND, MARKSANS, MEP, MIDHANI, MTNL, MUKTAARTS, NAVKAR, NBCC, NFL, NVENTURES, *ONGC*, PHOENXINTL, PNCINFRA, POLYCHEM, RSSOFTWARE, RSWM, SETCO, SHREYANIND, SICAL, SPENCER, SUNDARAM, SUPERHOUSE, SUPRAJIT, SWANENERGY, SYRMA, TAALENT, TBZ, TGBHOTELS, TIDEWATER, UFLEX, UNIPHOS, UTTAMSUGAR, VALIANT, VARROC, VINDHYATEL, VIVIMEDLAB

*Economic Calendar_11.11.2022*


U.S. Bank Holiday (Market to remain open)

12.30 PM    U.K. GDP m/m (Est: -0.4%, Previous: -0.3%)

12.30 PM    U.K. Industrial Production m/m (Est: -0.3%, Previous: -1.8%)

15.30 PM    EU Economic Forecasts

20.30 PM    U.S. Prelim UoM Consumer Sentiment (Est: 59.5, Previous: 59.9)

*INSTL. INVESTORS EQUITY DERIVATIVES TRADES AS ON : 11-11-2022 :*

*FIIS F & O : RS. CRS. :*

*TOTAL NET BUY : +6089* 😄😄

*INDEX FUT. : +2981*

*INDEX OPT. : +3004*

*STOCK FUT. : +149*

*STOCK OPT. : -45*

*SEC. IN F&O BAN FOR, 14 NOV, 2022 :*

*1. PNB 2. GNFC*

*ADDITION : GNFC*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 11-NOV-22 : (Rs. CRS)*

*FIIS : BUY +3,958 (12,534-8,576)* 😄

*DIIS : BUY +615 (9,849-9,233)* 🙂

*BSE SENSEX : +1181 (61,795)🔼*

*NSE NIFTY : +321 (18,350)🔼*

*BSE MIDCAP. : +37 (25,465)*🔼

*BSE SMLCAP. : +95 (28,985)*🔼

*B. CRUDE : $ 96.34* 🔼 😭

*GOLD: $1759=INR 52,200(10gr)* 🔼 😄

*SILVER : RS. 62,190 (kg) (5pm) 🔼 🙂*

*FOREX : RS. : $ 80.7950* 🔼 😄

*6.54% GOI '32 : 7.3420% (94.70)* 🔽 😊

*7.26%NEW GOI '32: 7.3069%(99.66)*🔽😊

*7.54% GOI '36 : 7.4448% (100.80)* 🔽 🙂

https://www.zeebiz.com/world/news-us-treasury-removes-india-from-its-currency-monitoring-list-after-two-years-details-207530?
+ve for Rupee

2 weeks ago on 24 Oct:

Its all about Mind & Money...

Telegram.me/AlliesFin

- India was flying, and Pakistan close to elimination
- Twitter was a public company
- FTX was worth $32B
- Rishi Sunak was yet to be PM
- FB had 83,000 employees
- Cryptos were still 30-40% up then current levels.

"There are decades where nothing happens; and there are weeks where decades happen"

Wyckoff logic 🤝

💰💰💰


Bull markets are like
rich man's marriage where..

you cant eat everything.

Axiit


💰💰💰💰💰💰💰

*SGX Nifty +32 pts (18472) from last trade 18440 ,*


Nikkei -111 pts ,
Hangseng +674 pts ,
Now @6.52am .



Dow +32.49 pts ,Nsdq +209.18 pts, S&P
+36.56 pts , Bovespa +2478 pts , Ftse -57 pts , Dax +78 pts , Cac +37 pts , Crude @ $89.56 brl (+0.60), Brent @ $96.58 brl (+0.59) , Gold @ 1766.90 (-2.50), Silver @ $21.69 (+0.02), Euro @ $1.0329, JPY @ $139.47, INR @ 80.445







*Today's Corporate Action*
*14th Nov Ex Date*



AMRUTANJAN
Interim Dividend - Rs. - 1.0000
ARFIN
Stock  Split From Rs.10/- to Rs.1/-
COMPUAGE
Right Issue of Equity Shares 
EPL
Interim Dividend - Rs. - 2.1500
JAMNAAUTO
Interim Dividend - Rs. - 0.8000
NICCOPAR
Interim Dividend - Rs. - 0.4000
PGINVIT
Income Distribution (InvIT) 
POWERGRID
Interim Dividend - Rs. - 5.0000
SMCGLOBAL
Interim Dividend - Rs. - 1.2000




*Stock under F&O ban on NSE*
*14-Nov-22*



1. GNFC

2. PNB

This is India's Decade MS report.

💕 'Pause'

Telegram.me/AlliesFin

We are racing to get ahead of others. We eat fast, work fast and are reluctant to slow down for anything. Impatience, restlessness, and loss of emotional control take a toll on whatever we think, feel and do.

To hit the pause button enables us to get the much-needed breathing space that is only ours.

'Practice the Pause' is a famous life quote used by Lori Deschene, An American author.

It simply means a learned skill, where you take a break, stop or cease to react, speak or act.

Lori recommends
Pause before judging,
Pause before assuming,
Pause before accusing.
Pause whenever you're about to react harshly& you'll avoid doing and saying things you'll regret later.

Do not react to the various events in your life automatically, rather stop for some time and think about the situation, before responding to it.

'Practice the Pause' is a lifelong good habit for our ultimate well being. Just pause for some time and be with the present moment.

For me, the two areas where I need to practise the pause is

A) The anger pause:
We need to stop our instant and knee jerk response to the various stimuli that we come across. Example – irritation and rage during a traffic snarl which makes us restless.

Connect to your wiser self by learning to cease, understand and then act.

This pause needs to be taken to control your anger. You become angry when you do not get the desired response which you think is right. Anger demands immediate catharsis of our negative emotions. Reacting to what is said to us without thinking about the bad effects of it needs to be stopped.

Anger impacts your relationships so it is desirable to practice the pause to maintain a healthy connection.

A little pause helps you to analyze the situation logically and assertively. It ensures peaceful negotiations of issues.

Take time out before reacting harshly so that you need not repent later.
When you pause in an angry situation, you develop the ability to master your emotions and do not let your anger overcome you.

B) the Doubt pause
A doubtful person can neither be comfortable with themselves nor with others. It is necessary to take a pause or cease your feelings and actions temporarily when you feel doubtful.

It gives you a chance to look into the situation more clearly and then respond to it. You can use your past experiences and learning to analyze the reasons for your doubt.

The pause enables you to find out the unawareness about the situation or the self.
A break or pause helps to evaluate your intentions and emotions that surround it.

Taking a pause also helps to quieten the thoughts and reflect on what lies under the triggers.

Practise the pause, start, the week n mid month with this & stay blessed forever.

D-STREEt: QUIEt DAy; FLAt CLOSe...!!!

Telegram.me/AlliesFin

Indian equity benchmarks finished a choppy session in the red on Monday, even as global markets mostly continued to rise after a US inflation last week rekindled hopes of a moderation in COVID-era hikes in interest rates. Selling pressure in in FMCG, oil & gas and financial shares pulled the headline indices lower, though gains in IT and metal stocks lent some support.

Bse Sector:

Gainers: Metal, Realty, Commodities, IT, Healthcare, Teck, Auto, Oil & Gas.

Losers: FMCG, Power, Capital Goods, Utilities, Consumer Durables, Industrials, Energy, Financial Services, Telecommunication, Bankex, Consumer Discretionary.