TIDE WATER

SLEEPING BEAUTY

@A1GURUKULAM

#technofunda #investing #a1gurukulam

Link to this Post
https://telegram.me/A1GuruKulam/7022

D-STREEt HIt A NEw PEAk...!!!

Telegram.me/AlliesFin

Indian stock market gave up on some of the gains towards the end but ended in the green. News from China that the government may relax
the Covid restrictions gave the required impetus to the market. Besides a general optimistic domestic outlook, global cues also helped the
trend on Tuesday for the indices to reach new peaks.

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

BEATINg tHe STREEt (Nifty):
Gainers were HUL, JSWStl, Cipla, Britannia, HeroM, Nestle, SunPhrm, DrReddy, TataStl, Hindalco, ICICIBk, HCLTch

ExPECTATIOn BELIEd (Nifty):
Non Gainers were IndusIndBk, BajFnsrv, CIL, PowerGrid, Maruti, EichrMtrs, LT, BajFin, UPL, AsianPaints, BPCL, BajAuto.

New FNO Lot Size Change from Jan'23. Telegram @AlliesFin

Dow +3.07 pts ,Nsdq -65.72 pts, S&P -6.31 pts , Bovespa +2127 pts , Ftse +37 pts , Dax -27 pts , Cac +3 pts , Crude @ $78.71 brl (+0.51), Brent @ $83.70 brl (-1.05) , Gold @ 1747.70 (-0.70), Silver @ $21.405 (-0.03), Euro @ $1.0322, JPY @ $138.70, INR @ 81.615


US GOVT. 10-YEAR YIELD : 3.74%

Today's Corporate Action, 30 Nov Ex Date

CHANDRAP
Stock Split From Rs.10/- to Rs.2/-
MLKFOOD
Interim Dividend - Rs. - 2.5000
SECURCRED
E.G.M.


Today's Key Results/Board Meetings, 30-Nov-22 :

DECNGOLD
General
DHARFIN
Quarterly Results
EIGHTY
General
GLCL
A.G.M.
ICL
Stock Split
JANUSCORP
Bonus issue
KPIGREEN
Bonus issue;General
LELAVOIR
General
QUINT
General;Rights Issue
SIKOZY
General
SINDHUTRAD
General


SEC. IN F&O BAN FOR, 30 NOV, 2022 :

1. BHEL 2. DELTACORP 3. IBULHSGFIN 4. PNB

ADDITION : PNB
DELETION : NIL

Business Standard :

• Alibaba to sell Zomato shares worth $200 million via block deal: Report

• Tata Group announces Air India merger with Vistara; SIA to get 25% stake

• Retail CBDC pilot starts Dec 1, to be tested in 4 banks, 4 cities initially

• Hinduja group, Torrent, Piramal, Oaktree, bid for Reliance Capital

• Govt lifts ban on exports of organic non-basmati rice

• Adani Properties bags Rs 5,069 crore Dharavi redevelopment project

• India asked by sanctions-hit Russia for parts for key sectors: Report

• Adani Group's takeover of NDTV: Understanding the mechanics and the math

• Tata AIA Life associates with Medix to offer 'Critical illness' services

• Dharmaj Crop Guard IPO subscribed over 5x on strong retail, HNI interest

• Fusion Micro Finance reported multifold jump in Q2 profit at Rs 95 crore

• GroupM Media's CEO Prashanth Kumar elected president of AAAI

• AstraZeneca India gets regulator's approval to market anti-diabetes drug

• Centre to come up with light-touch regulations for big tech firms: Report

• Air India gets first Boeing 777-200LR to fly on international route

Economic Times :

• Q2 GDP: India may get back to ‘normal’ growth amid rising rates

• FinMin, top bank officials to brainstorm on boosting cross-border rupee trade, shun dollar

• Tata Motors and Mahindra & Mahindra go contrarian, renew their bets on diesel

• Small cos may be allowed to merge PF & pension payments, make single social security payment

• Kazakhstan to usher in reforms, deepen ties with India

• Biocon completes $3.34 billion acquisition of Viatris's biosimilar business

• US offers different R-1 visa for religious workers

• India extends $100 million assistance to Maldives to tide over crisis

• ECB warns of losses as it pays price for decade of money printing

• NATO to boost Ukraine aid, accuses Putin of using cold as 'weapon of war'

• Assam government’s EV push: Indian Hotels starts EV charging station in Guwahati

• Britannia enters JV with Bel SA; to sell 49% stake in Britannia Diary

• Golden era between UK and China is over, declares PM Rishi Sunak

• IPOs pick up pace as year ends with just 4 companies raising $334 million in Q3

• Alibaba to offload 3.5% stake in Zomato via block deal tomorrow: Report

• TVS Motor rolls out 2023 TVS Apache RTR 160 4V priced at Rs 1.30 lakh

Mint :

• India has emerged as a regional power and security provider in Indo-Pacific: Rajnath

• Musk’s Apple attack sets stage for public spat with risks for Apple, Twitter

• India, Latvia hold 8th round of Foreign Office Consultations

• Russia’s war in Ukraine shifts Black Sea from NATO’s edge to center stage

• Tata CLiQ Luxury Expands Its Luxury Fashion Portfolio with the Launch of Le Mill

• India to promote digital infra to deepen financial inclusion: Kant

• Sebi caps exposure to single-issuer debt securities for active mutual funds

• India accounted for over 25% of videos removed from YouTube in July-Sept

• Nandan Nilekani says India will see 'significant economic activity' in 10 years

• ONGC gas price to be capped at $6.5 for 5 yrs, no change in Reliance-bp price

• Tatas and Singapore Airlines to merge Air India and Vistara by March 2024

• RBI to launch retail digital rupee pilot on 1 December

• SBI board approves infrastructure bonds worth ₹10,000 cr

India Daybook – Stocks in News


Britannia: Company has entered into a joint venture agreement with Bel SA of France to develop, manufacture and sell cheese products in India (Positive)

Biocon: Company Completes Acquisition of Viatris’ Global Biosimilars Business (Positive)

Adani/DLF: Adani Group’s bid was for Rs 5,069 crore, DLF was Rs 2,025 crore. (Positive)

Gland Pharma: Company enters into a Put Option Agreement to acquire 100% of Cenexi Grou. (Positive)

IDFC: Company says it got SEBI nod for change in control of IDFC Mutual Fund. (Positive)

Inox Wind: Inox GFL Group ‘initiates strategic action’ to deleverage its Wind Busines (Positive)

KIMS: Company acquires an additional stake of 7.79% in subsidiary Arunodaya Hospitals (Positive)

Dhanlaxmi Bank: MS Param Value Investments acquired 15 lakh equity shares or 0.6 percent stake in the lender (Positive)

Kilpest India: Subsidiary signed a non-binding letter of intent to acquire 100 percent stake in a Europe-based life science products manufacturer. (Positive)

Cipla: Company has launched Leuprolide Acetate Injection Depot 22.5 mg, used in the treatment of prostate cancer (Positive)

Reliance Cap: Piramal Enterprises and Cosmea Financial Holdings have made the highest combined offer, of ₹5,231 cr (Positive)

Sanghi Ind: Kotak Bank has invested Rs 550 crore in Sanghi Industries Group (Positive)

ABAMC: The mutual funds company said it has received an approval from IFSCA to act as a registered fund management entity and carry out Alternative Investment Fund (Positive)

Rice Exporters: Govt exempts organic non-basmati broken rice from export curbs. (Positive)

Bharat Bijlee: Life Insurance Corporation of India sold a 2.15 percent stake in Bharat Bijlee via open market transactions (Neutral)

Wipro: BNP Arbitrage offloaded over 18,00,164 lakh shares at an average price of Rs 405 apiece (Neutral)

Zomato: Alibaba to sell $200 m worth Zomato shares via a block deal tomorrow

Usha Martin: Promoter Peterhouse Investment Ltd and PACs offloaded 2.5 lakh shares or 0.08 percent stake in Usha Martin

#Nifty Cmp 18628

Telegram.me/AlliesFin
1600 Point #Nifty Rally,
As indicated earlier, indices have started making a history trading into new life high zone. We continue to remain hopeful of the same sustaining and the rally getting broadbased with more stocks joining the rally. Global markets may also be preparing to greet Santa with much anticipated 'Santa rally'.

Continue to maintain longs with trailing stop loss for December series. Hoping for strong comeback in small cap names as index has long way to go before it also joins life high party.

follow up of post
https://t.me/AlliesFin/12182

Events to watch for next fortnight :
Telegram.me/AlliesFin

30th Nov: India Q2 GDP numbers

1st Dec: Fed Chair speaks; US Personal consumption expenditure report

Voting in Gujarat

2nd Dec: US Nov month Jobs report

4th Dec: OPEC Meeting

5th Dec : Voting 2nd Phase in Gujarat

Exit Polls

7th Dec: RBI Policy decision

8th Nov : Gujarat Election Results

13th Dec: US CPI

14th Dec: US Fed fund rates decision

15th Dec: Euro Zone policy decision

Buying seen in last hour of Trading Session, Seems MF active on Last Trading day of the month to Adjust NAV and balance Investment Amount.
Dii data to be watched today eve.

So it was fii and not dii. A massive 9k crores buy net. Hos msci rejig and ETF buying. Pls verify with sources.

D-STREEt CONTINUe To POSt RECORd CLOSe...!!!

Telegram.me/AlliesFin

Indian indices closed at fresh highs and maintained their gain streak for the seventh day in a row, thanks to a last-hour rally. Asian stocks had a mixed day with investors awaiting US Federal Reserve Chair Jerome Powell's speech for policy clues, though hopes of China relaxing its Covid restrictions got stronger and brought some cheers.

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

Non Gainers : None.

BEATINg tHe STREEt (Nifty):
Gainers were MnM, Hindalco, BajAuto, Grasim, UltratechCemnt, PwrGrd, EchrMtr, SBILifeIns, UPL, HUL, Britannia.

ExPECTATIOn BELIEd (Nifty):
Non Gainers were IndusIndBank, SBI, HCLTech, ITC, SunPharma, BajajFinserv, BajajFinance, TCS.

Mkt. Updates :

SGX Nifty +90 pts (18980) from last trade 18890 ,

Nikkei +282 pts ,
Hangseng +462 pts ,
Around @ 6.52am .

Dow +737.24 pts ,Nsdq +484.22 pts, S&P
+122.48 pts , Bovespa +1576 pts , Ftse +61 pts , Dax +41 pts , Cac +69 pts , Crude @ $80.56 brl (+0.01), Brent @ $85.36 brl (+2.33) , Gold @ 1783.90 (+24.10), Silver @ $22.50 (+0.71), Euro @ $1.0419, JPY @ $137.62, INR @ 81.360


*US GOVT. 10-YEAR YIELD : 3.62%*


*Today's Corporate Action, 01 Dec Ex Date :*

RAJOIL
E.G.M. 

   
*Today's Key Results/Board Meetings, 01-Dec-22 :*

AML
General    
EASEMYTRIP
General    
NAVODAYENT
Bonus issue  
PRUDMOULI
General    
STL
Stock  Split  
VEERENRGY
Bonus issue;General  


*SEC. IN F&O BAN FOR, 01 DEC, 2022 :*

*1. BHEL 2. DELTACORP 3. IBULHSGFIN 4. PNB*

*ADDITION : NIL*
*DELETION : NIL*

SOME TECH N I.T SECTOR STOCKS UP 1% TO 5% ON AVG.
keep on watch for next few sessions and quarters. 😊

सेंसेक्स🎯63000।

निवेशकों ने Correction में उतना पैसा नहीं खोया , जितना कि Correction का अनुमान लगाने और मार्केट को time करने के चक्कर में खोया हैं।

Axiit 🌟

D-STREEt: BULLs TIGHTEn CONTROl As MRKTs HIt FRESh HIGh...!!!

Telegram.me/AlliesFin

Indian equity benchmarks ended in the green on Thursday. Gains in IT shares led the headline indices higher. Sensex hit the record high for sixth straight session, and Nifty for fourth straight session. Nifty Bank also opened at record high.

Bse Sector:
Gainers: IT, Realty, Metal, Teck, Commodities, Capital Goods, Industrials, Consumer Durables, Consumer Discretionary, Financial
Services, Healthcare.

Non Gainers: Utilities, Power, Oil & Gas, Energy, Auto, FMCG, Telecommunication, Bankex.

BEATINg tHe STREEt (Nifty):

Gainers were TataStl, Hindalco, UltratchCmnt, TCS, Grasim, TechM, Wipro, LT, HCLTech, Infy, AdniPrts, ApolloHsp.

ExPECTATIOn BELIEd (Nifty):

Non Gainers were UPL, EicherMtrs, ICICIBk, Cipla, BajAuto, PwerGrid, MnM, HUL, BPCL, ONGC, Nestle, KtkM, TataCons.

*ALL AUTO SALES DATA*

🍊🚩🍊🍊🚩🍊🍊🚩


ASHOK LEYLAND NOV SALES : TOTAL SALES UP 39 % TO 14561 UNITS (YOY)

Ashok Leyland total sales at 14,561 units vs 14863 units in October

Ashok Leyland total sales at 14,561 units vs ET NOW poll of 13,576 units

TVS Motor Company Sales Grows By 2% In November 2022 to 277,123 units (YOY)

TVS Motor total sales at 2.77 lk units
vs ET NOW poll of 3.01 lk units

TVS Motor total sales at 2.77 lk units vs 3.60 lk units in October

TATA MOTORS NOV SALES : Tata Motors registered total sales of 75,478 units in November 2022, Grows by 21% over last year

TATA MOTORS : CV SALES DOWN 10 % TO 27430 UNITS (YOY]

EICHER MOTORS NOV ;CV SALES UP 41 % TO 4903 UNITS (YOY)

MARUTI NOV SALES : TOTAL SALES UP 14 % TO 1.59 LKH UNITS (YOY)

MARUTI SUZUKI DOMESTIC PV SALES UP 25 % TO 1.32 LKH UNITS (YOY)

MAHINDRA NOV SALES : SALES UP 45 % TO 58,303 UNITS (YOY(

Maruti Suzuki reports auto sales

Total sales at 1.59 lakh units vs CNBC-TV18 poll of 1.68 lakh units

MAHINDRA NOV SALES : TRACTORS SALES UP 10 % TO 30528 UNITS (YOY]

M&M total auto sales at 58,303 units
vs ET NOW poll of 57,401 units

-M&M total auto sales at 58,303 units Vs 61,114 units in Oct


M&M Tractor reports auto sales

Total sales at 29,180 units vs CNBC-TV18 poll of 28,022 units

Mahindra & Mahindra (M&M) #Auto reports auto #sales

▶️ Total sales at 58,303 units vs CNBC-TV18 poll of 57,634 unit

HERO MOTO NOV SALES : TOTAL SALES UP 12 % TO 3.9 LKH (YOY)

Scrips out of T2T in annexure @AlliesFin

Mkt. Updates :

SGX Nifty -20 pts (18925) from last trade 18945 ,

Nikkei -475 pts ,
Hangseng +49 pts ,
Around @ 6.55am .

Dow -194.76 pts ,Nsdq +14.45 pts, S&P
-3.54 pts , Bovespa -1560 pts , Ftse -14 pts , Dax +93 pts , Cac +15 pts , Crude @ $81.44 brl (+0.22), Brent @ $87.26 brl (+0.29) , Gold @ 1816.80 (+1.60), Silver @ $22.94 (+0.10), Euro @ $1.0524, JPY @ $135.29, INR @ 81.165


*US GOVT. 10-YEAR YIELD : 3.54%*


*Today's Corporate Action, 02 Dec Ex Date :*

 ADCON
Right Issue of Equity Shares 
GUJTHEM
Interim Dividend - Rs. - 4.4000
LIKHITHA
Stock  Split From Rs.10/- to Rs.5/-
MEFCOMCAP
Stock  Split From Rs.10/- to Rs.2/-
SDBL
Interim Dividend - Rs. - 0.2500  


*Today's Key Results/Board Meetings, 02-Dec-22 :*

JOINDRE
General    
03-Dec-22      
SABTN
General    
05-Dec-22      
GUJTLRM
Preferential Issue of shares
WARDINMOBI
General      


*SEC. IN F&O BAN FOR, 02 DEC, 2022 :*

*1. BHEL 2. DELTACORP 3. IBULHSGFIN 4. PNB*

*ADDITION : NIL*
*DELETION : NIL*


*Today's Alert :*

*RBI to Conduct Auction of GOI BONDS for INR 300 Billion*

Investors Meetings on December 2

Kirloskar Oil Engines: Officials of the company will interact with Capital World Investors.

Tata Power Company: Officials of the company will interact with Mirae Asset Mutual Fund.

Punjab National Bank: Officials of the bank will interact with Bajaj Allianz Life Insurance, and B&K Securities.

Sapphire Foods India: Officials of the company will interact with Optimas Capital.

Vedanta: Officials of the company will interact with Nuvama.

Polycab India: Officials of the company will interact with Morgan Stanley Investment Management, Nalanda Capital, and Sharekhan.

Timex Group India: Officials of the company will interact with Stallion Asset.

Hindustan Zinc: Officials of the company will interact with prospective investors via non-deal road shows, for disinvestment of residual government's shareholding in company.

Voltas: Officials of the company will interact with Mirae AMC.

Brigade Enterprises: Officials of the company will interact with IIFL Asset Management Company.