NSe NIFTy Cmp 17529 (-0.43%), BANKNIFTy Cmp 39835 (-1.26%), BSe iT Cmp 29864 (+0.98%),
Once again, today IT outperofrmed the main index.

NIFTY AND BANKNIFTY
MAJOR SUPPORTS TESTED TODAY,

VERY STRONG ACCUMULATION OR DEMAND AREA.

BEST TIME TO SQ OF SHORTS OR TO BUILD SHORT TERM LONG POSITIONS KEEPING IN MIND TODAYS LOW WITH 3% BUFFER DIFF DUE TO VOLATILITY AND EVENT.

WATCH OUT ALLOCATION AND YOUR RISK REWARD PROFILE.

AAPKA SAARTHi
@AXiiTsHAH @ALLiESFiN

If your #financial planner and #risk #reward permits then #retail #hni #institutions can look forward to apply for #adani #fpo #alliesfin #stockmarket

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 30-01-2023 :*

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

*TOTAL NET BUY : +5533* 😄😄

*INDEX FUT. : -1607*

*INDEX OPT. : +6353*

*STOCK FUT. : +554*

*STOCK OPT. : +233*

*SEC. IN F&O BAN FOR, 31 JAN, 2023 :*

*1. AMBUJACEM*

*ADDITION : NIL*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 30-JAN-2023 :*

*FIIS : SELL -6,793 (10,904-17,697)* 😭😭

*DIIS : BUY +5,512 (11,874-5,974)* 😄😄

*BSE SENSEX : +169 (59,500)🔼*

*NSE NIFTY : +45 (17,649)*🔼

*BSE MIDCAP. : -54 (24,285)*🔽

*BSE SMLCAP. : -27 (27,597)*🔽

*B. CRUDE : $ 85.09* 🔽 😀

*GOLD: $1929=INR 57,750(10gr)* ↔️ 😳

*SILVER : RS. 72,700 (kg) (5pm) 🔽 😔*

*FOREX : RS. : $ 81.4950* 🔼 🙂

*7.26% GOI '32 : 7.4004%(99.0425)*🔼 😔

*7.54% GOI '36 : 7.4781% (100.50)* 🔼 😔

*7.41 GOI '36 : 7.4694% (99.48)* 🔼 😔

SGX Nifty +20 pts (17753) from last trade 17743 ,

Nikkei -42 pts ,
Hangseng +121 pts ,
Around @ 6.54am .

Dow -260.99 pts ,Nsdq -227.89 pts, S&P
-52.79 pts , Bovespa -43 pts , Ftse +19 Pts , Dax -23 pts , Cac -15 pts , Crude @ $77.91 brl (+0.01), Brent @ $85.59 brl (-1.09) , Gold @ 1921.60 (-1.30), Silver @ $23.65 (-0.08), Euro @ $1.0868, JPY @ $130.51, INR @ 81.525

Today's Corporate Action
31st Jan Ex Date

CCL
Interim Dividend - Rs. - 3.0000
MONIND
E.G.M.
RKFORGE
Interim Dividend - Rs. - 0.5000
WENDT
Interim Dividend - Rs. - 30.0000

Today's Key Results/Board Meetings
31-Jan-22

AMCOIND
Quarterly Results
ANDHRAPAP
Quarterly Results
APARINDS
Quarterly Results
AUTOAXLES
Quarterly Results
BASF
Quarterly Results
BLUESTARCO
Quarterly Results
CARBORUNIV
Interim Dividend;Quarterly Results
CENTURYTEX
Quarterly Results
CHEMOPH
Quarterly Results
CHOLAFIN
Interim Dividend;Quarterly Results
CIGNITI
Quarterly Results
COALINDIA
Interim Dividend;Quarterly Results
COCKERILL
Quarterly Results
CONTILI
Quarterly Results
DHANBANK
Quarterly Results
GESHIP
Interim Dividend;Quarterly Results
GHCL
Quarterly Results
GNA
Quarterly Results
GODREJCP
Quarterly Results
HOCL
Quarterly Results
IGLFXPL-B
Quarterly Results
INTSTOIL
Quarterly Results
IOC
Quarterly Results
JINDALSTEL
Quarterly Results
JSWHL
Quarterly Results
KOKUYOCMLN
Quarterly Results
LEHAR
Quarterly Results
MAGNAELQ
Quarterly Results
MAHEPC
Quarterly Results
MAPMYINDIA
General;Quarterly Results
MFSL
Quarterly Results
NACLIND
Quarterly Results
NIKKIGL
Quarterly Results
NXTDIGITAL
Quarterly Results
PARADEEP
Quarterly Results
PCBL
Interim Dividend;Quarterly Results
PGHH
Interim Dividend;Quarterly Results
RACCL
Quarterly Results
RAJPALAYAM
Quarterly Results
SCANSTL
Quarterly Results
SECURCRED
Quarterly Results
SOUTHMG
General;Quarterly Results
SPANDANA
Quarterly Results
STARHEALTH
Quarterly Results
SUNPHARMA
Interim Dividend;Quarterly Results
SUPTANERY
General
TAINWALCHM
Quarterly Results
TEEAI
Quarterly Results
TEGA
Quarterly Results
TTKPRESTIG
Quarterly Results
UPL
Quarterly Results
UYFINCORP
Quarterly Results
WESTLIFE
Quarterly Results

Stock under F&O ban on NSE
31-Dec-22
1 AMBUJACEM

• Adani Gets Backing as UAE Royals Buy $400 Million in Share Sale
o The conglomerate’s dollar bonds also extended a plunge
o BSE cuts daily limit on three Adani Group stocks to 10%
• Architect of Xiaomi’s India Growth Departs From the Company
o Xiaomi is now the biggest smartphone vendor in India
• Sugar Hits Six-Year High on Mounting Worries Over Tighter Supply
o Smaller output in Europe is also threatening global supplies
• Renault, Nissan Agree to Equalize Stakes in Alliance Reboot
• Morgan Stanley Names Arun Kohli as New Country Head For India
• Shorter Indian Bonds Drop on Extra Borrowing Worries: Traders
• Indian Company Private Bond Sales Fell 62% W/w to INR123.7 Billion
• Emerging Market ETFs Rise for 17th Week in $23.8 Bln Streak
• IShares MSCI India ETF Closed Below Its Bollinger Band
• Global Funds Sell NET INR 67.9B of India stocks on Monday: NSE
o Domestic funds buy 55.1 billion rupees of India stocks
• All-party meet ahead of Budget Session: Oppn raises Adani issue; YSR Cong calls for caste-based eco census: PTI
• LIC to Discuss Short Seller Allegation With Adani: Reuters
• Sanofi to Let Go of Staff at Vaccine Plants in India: Reuters
• India Parliament’s Budget Session to Begin Jan. 31 until April 6
o Parliament will be in recess Feb. 14 to March 12
• 4pm: India Fiscal Deficit in Rupees for April-Dec. Period
• 5:30pm: India Eight Infrastructure Industries Index for Dec., Prior 5.4%
• Delhi High Court to hear Delhi Metro’s Reliance Infrastructure payment plan
• India top court to hear a case to halt implementation of WhatsApp’s data sharing policy, Videocon insolvency case
• 2pm: Chief Economic Adviser V. Anantha Nageswaran with his team will address a press conference after the Economic Survey 2022-23 is tabled in both the houses of Parliament by Finance Minister Nirmala Sitharaman
• Aditya Birla Fashion (ABFRL): Billionaire Birla Inducts His Kids as Directors in Retail Unit
• Bharat Petroleum (BPCL): 3Q net income -31% Y/y to 19.6b rupees, beats est. 12.06b; revenue +14% to 1.33T
• GAIL India (GAIL): Adnoc Among Suppliers in Talks with India’s Gail for LNG Deals
• KEC International (KECI): Gets 11.31b rupees new orders
• Larsen & Toubro (LT): 3Q net income +24% Y/y to 25.5b rupees, misses est. 27.2b; revenue +17% to 463.9b; order book at period end 3.87T rupees
• Life Insurance Corp. (LICI): Says has $4.5B investment in Adani Group Cos
o LIC’s Mark-to-Market Gains in Adani Shares at $3.1b: Official
• Mangalore Refinery (MRPL): 3Q Net Loss 1.88B Rupees Vs. Profit 5.86B Rupees Y/y
• Nippon Life India AM (NAM): 3Q net income +18% Y/y to 2.05b rupees, beats est. 1.71b; revenue +4.4% to 3.54b
• REC (RECL): 3Q Net Income 28.8B Rupees Vs. 27.7B Rupees Y/y; revenue -3% to 97b
• SRF (SRF): 3Q net income +1% to 5.11b rupees, beats est. 4.75b; revenue +3.65 to 34.7b; approves INR5.95b capital expenditure proposal
• Tech Mahindra (TECHM): 3Q net income -5% Y/y to 13b rupees, matches est. 13b; revenue +20% to 137.3b
• UltraTech Cement (UTCEM): Buys 70% share capital in DUQM Cement for $2.25M

WHAT HAPPENED OVERNIGHT

- U.S. equities saw a give-back day after recent gains

- SPX -1.3%, Nasdaq -1.96%

- UST 10y yield +3 bps to 3.54%

- U.S. Dollar Index +0.3% to 102.2

- Brent Oil -2.5% to $84.50/bbl

- Fed decision & Powell commentary tomorrow evening

News Headlines from Business News Agencies:

Business Standard

• GAIL Q3 net falls 92% to Rs 246 cr on higher prices, Russian gas disruption
• Welspun India reports 68% drop in Q3 profit due to rising inflation.
• LIC claims its equity exposure in Adani Group at 0.97% of total AUM
• Auto parts sourcing start-up CapGrid raises $7 mn in series A from Nexus
• ITC starts Rs 450 cr food manufacturing, logistics facility in Telangana
• Air India to use new program for real-time reporting of in-flight incidents
• Dutch electronics giant Philips to cut 6,000 jobs worldwide over next 2 yrs
• Abu Dhabi-based firm IHC to invest $400 mn in Adani Enterprises FPO
• Tata Power ties up with Contour for digital trade finance network
• Air India likely to post consolidated profit in current fiscal: Report
• $3.1 mn spent on privacy last year by businesses in India: Report
• CSB Bank Q3 net up 5% to Rs 156 cr on strong growth in deposits and loans
• Tech Mahindra's Q3 profit slides 5.3% as expenses jump on macro challenges

Economic Times

• Board of directors of Maharashtra co-op bank violated norms to siphon off funds: ED
• Big relief for former Jet staffers, fresh setback for new owners
• Sunlit Power collaborates with Lucas TVS for supply of 50,000 EV motors to industries.
• Telcos to splurge around Rs 3 lk cr in capex spends for 5G in India
• WayCool announces partnership with UPL Sustainable Agri Solutions
• PNB Q3 Results: Net profit falls 44% YoY to Rs 629 crore
• GAIL Q3 Results: Profit slumps 93% YoY to Rs 246 crore on supply hit
• China's JD.com to shut e-commerce sites in Indonesia, Thailand
• Active mobile users dropped 4.5 million in November, trend to continue: Analysts
• Unilever names Dutch dairy boss Hein Schumacher as new CEO
• Bajaj Finserv Q3 Results: Net profit soars 42% YoY to Rs 1,782 crore
• Medtronic appoints Michael Blackwell as India vice-president
• Laurus Labs Q3 Results: PAT rises 32% YoY to Rs 203 cr, revenue jumps 50%
• Apple supplier Jabil begins making parts of AirPods in India: report

MINT

• Aluminium capex to triple over next 5 fiscals on strong demand: Report
• BPCL Q3 results: Net profit falls 36% YoY to ₹1,747 cr, revenue up 13%
• KEC International bags orders worth ₹1,131 crore across its various businesses
• Morgan Stanley names Arun Kohli as new country head for India
• L&T reported 24 per cent rise in consolidated profit to ₹2,553 crore for the quarter ended December 2022.
• Rays Power Infra inks pact with Rajasthan govt to build 1800 MW solar park
• Atal Pension Yojana subscribers count cross 5-crore mark: PFRDA
• Sun Pharma acquires three brands to boost anti-inflammatory portfolio
• US’ tripartite chip alliance should spook China
• Infibeam Avenues brand CCAvenue to process Digital Rupee
• LNG pipeline connectivity with Myanmar, Bangladesh on the cards
• US, Singapore, UK lead in offshore business presence in India
• CIL sets aside ₹42,600 cr for cleaner coal transport, solar

India Daybook – Stocks in News


UltraTech Cement: Company to acquire stake in Duqm Cement Project International, Oman (Positive)

SH Kelkar: Subsidiary Keva Europe acquires PFW Aroma Ingredients from Keva UK for €53.83 lk. (Positive)

KEC International: Company wins new orders of Rs 1,131 cr (Positive)

Tech Mahindra: Net profit Rs 1296.0 cr Vs poll of Rs 1294.0 cr, EBIT up at Rs 1,644.9 cr Vs poll of Rs 1,592 cr (Positive)

BPCL: Net profit at Rs 1,959.6 cr Vs poll of Rs 1,436 cr, EBITDA at Rs 4234 cr vs poll Rs 3854 cr (Positive)

BPCL: The government approved a one-time grant of Rs 5,582 cr for LPG (Positive)

Adani Ent: IHC: Subscribes for $400 mn in Adani Enterprises FPO (Positive)

IIFL Finance: PAT at Rs 423 cr Vs Rs 310 cr YoY -Core loan AUM up 24% YoY at Rs 54,689 cr (Positive)

REC: Profit up 5.1% at Rs 2,915.3 cr vs Rs 2,773.4 cr, Revenue down 2.5% at Rs 9,781.8 cr vs Rs 10,037.1 cr (YoY)) (Neutral)

MRPL: Cons loss of Rs 195 cr Vs PAT of Rs 589 cr YoY, Cons revenue at Rs 30,966 cr Vs Rs 25,033 cr YoY (Neutral)

Century Tex: The company's board has approved the allotment of 7.97% unsecured NCDs of the face of Rs 1 lakh each for cash at part aggregating to Rs 400 crore (Neutral)

Larsen: Revenues seen at Rs 46389.7 crore versus poll Rs 46100.0 crore
EBIDTA seen at Rs 5073.0 crore versus poll Rs 5385.0 crore (Neutral)

Dhampur Sugar: Net profit down 20.2% at Rs 46.4 cr vs Rs 58.1 cr, Revenue down 3.2% at Rs 543.8 cr vs Rs 561.7 cr (YoY)

Inox Leisure: Net loss of Rs 40.4 cr vs loss of Rs 1.3 cr, Revenue up 73.9% at Rs 515.6 cr vs Rs 296.5 cr (YoY)

Astec Life: Net profit down 96.8% at Rs 0.8 cr vs Rs 24.7 cr, Revenue down 32.4% at Rs 117.2 cr vs Rs 173.4 cr (YoY)

Trident: Net profit down 31.7% at Rs 144.2 cr vs Rs 211 cr, Revenue down 17.1% at Rs 1,641.4 cr vs Rs 1,980 cr (YoY)

Amazing response to #ADANI #Fpo. higher chance of Fully subscribed based on current data from #exchanges #alliesfin #stockmarketindia

CATEGORICALLY #ADANI #FPO FULLY SUBSCRIBED AS PER MEDIA AND DATA FROM EXCHANGES. #alliesfin #stockmarket #bharat
Gear up for #Budget2023

Mkt. Updates :

SGX Nifty +75 pts (17870) from last trade 17795 ,

Nikkei +135 pts ,
Hangseng +78 pts ,
Around @ 6.52am .

Dow +368.95 pts ,Nsdq +190.74 pts, S&P
+58.83 pts , Bovespa +1157 pts , Ftse -13 Pts , Dax +2 pts , Cac +0.41 pts , Crude @ $79.06 brl (+0.19), Brent @ $84.49 brl (-0.00) , Gold @ 1942.80 (-2.50), Silver @ $23.745 (-0.09), Euro @ $1.0859, JPY @ $129.95, INR @ 81.725


*US GOVT. 10-YEAR YIELD : 3.52%*


*Today's Corporate Action 01 Feb Ex Date :*

ACGL
Interim Dividend - Rs. - 2.5000
DCMSHRIRAM
Interim Dividend - Rs. - 5.8000
MASTEK
Interim Dividend - Rs. - 7.0000
MFL
Interim Dividend - Rs. - 2.5000
SHAREINDIA
Interim Dividend  
THANGAMAYL
Interim Dividend  
ZENITHEXPO
E.G.M.   
 

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

APLLTD
General;Quarterly Results
AROGRANITE
Quarterly Results  
ASHOKLEY
Quarterly Results  
BHARATAGRI
Stock  Split  
ENIL
General;Quarterly Results
GILLETTE
Interim Dividend;Quarterly Results
HINDCOPPER
Quarterly Results  
HYBRIDFIN
Quarterly Results  
KAYA
Quarterly Results  
LAXMIMACH
Quarterly Results  
MAHLOG
General;Quarterly Results
MEDINOV
General;Quarterly Results
NELCAST
Quarterly Results  
PRSMJOHNSN
Quarterly Results  
RAMCOSYS
General;Quarterly Results
RAYMOND
Quarterly Results  
RICHUNV
Quarterly Results  
RSSOFTWARE
Audited Results;Quarterly Results
SANTETX
Quarterly Results  
TATACHEM
Quarterly Results  
TIMKEN
Quarterly Results  
UTIAMC
General;Quarterly Results
ZFCVINDIA
Quarterly Results  
ZUARI
Quarterly Results


*SEC. IN F&O BAN FOR, 01 FEB, 2023 :*

*1. AMBUJACEM*

*ADDITION : NIL*
*DELETION : NIL*

#Today
HOW MANY THINGS AT #TRADEr NEED TO WATCH ?

READ FULL Telegram.me/AlliesFin

📺 Union Budget @ 11 AM #BudgetOnAwaaz

🇺🇸 FED Policy @ 11:30 PM

🚗 Auto Sales Numbers

🛢 OPEC+ Meeting

🇮🇳 Manufacturing PMI To be Released

📰 Britannia Results

🔼 Tata Motors Hike PV Prices

💸 HUL's New Royalty Payment Gets Effective

🏏 India Vs NZ T20 Match

🇮🇳 #Union #Budget for FY2023-24 Update: #ALLIESFIN

👍 #Individuals: #Tax #Slabs has been revised.

0-3 Lk Nil,
3-6 lk 5%,
6-9 lk 10%,
9-12 Lk, 15%,
12-15 Lk 20%,
Above 15 Lakh 30%