INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 29-11-2023 :

@AlliesFin

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

*TOTAL NET SELL : -593* ☺️

*INDEX FUT. : +1333*

*INDEX OPT. : -4687*

*STOCK FUT. : +3300*

*STOCK OPT. : -541*

*SEC. IN F&O BAN FOR, 30-NOV-23*

*1. HINDCOPPER 2. MANAPPURAM*

*DELETION : IBULHSGFIN, GRANULES, BHEL, BALRAMCHIN*
*ADDITION : HINDCOPPER, MANAPPURAM*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 29-NOV-2023 :*

*FIIS : BUY +72 (16,041-15,969)* 🙂

*DIIS : BUY +2,361 (10,922-8,561)* 😃

*BSE SENSEX : +728 (66,902)🔼*

*NSE NIFTY : +207 (20,097)*🔼

*BSE MIDCAP. : +264 (33,975)*🔼

*BSE SMLCAP. : +158 (39,989)*🔼

*B. CRUDE : $ 82.17* 🔼 😥

*GOLD: $ 2,040=INR 64,500(10gr)*🔼 😊

*SILVER : RS. 79,500 (kg)(5pm)*🔼😃

*FOREX : RS. $ 83.32 🔼 🙂*

*7.26%GOI '33: 7.2955%(99.75)🔽🙂*

*7.18%NEW '33: 7.2512%(99.4950)🔽🙂*

*7.18%GOI '37: 7.3805% (98.28)🔽🙂*

*3 IPO LISTING ON 30th NOV 2023*

*Listing of Equity Shares of Gandhar Oil Refinery (India) Limited*



Bse Code 544029

Nse Symbol GANDHAR

ISIN INE717W01049

ISSUE PRICE - 169/-


*Listing of Equity Shares of Tata Technologies Limited*


Bse Code 544028

Nse Symbol TATATECH

ISIN INE142M01025

ISSUE PRICE - 500/-

*Listing of Equity Shares of Fedbank Financial Services Limited*


Bse Code 544027

Nse Symbol FEDFINA

ISIN INE007N01010

ISSUE PRICE - 140/-

T.me/AlliesFin

Peace @AlliesFin

*GIFT Nifty +5 pts (20148) from last trade 20143 ,*


Nikkei -44 pts ,
Hangseng -8 pts ,



Dow +13.44 pts ,Nsdq -23.23 pts, S&P
-4.31 pts , Bovespa -372 pts , Ftse -31 pts , Dax +173 pts , Cac +17 pts , Crude @ $77.74 brl (-0.12), Brent @ $82.90 brl (+1.22) , Gold @ 2046.10 (+0.00), Silver $25.035 (-0.03), Euro @ $1.0973, JPY @ $146.93, INR @ 83.305




*Today's Corporate Action*
*30th Nov Ex Date*




GUJINV
E.G.M.   
THEBYKE
E.G.M.   




*Today's Key Results/Board Meetings*
*30-Nov-23*




ADTYFRG
Quarterly Results;General  
GARGFUR
General  
GENCON
Quarterly Results  
JYOTISTRUC
Rights Issue  
KCDGROUP
General  
MEGASTAR
General;Preferential Issue of shares 
PENINLAND
Preferential Issue of shares  
PROTEAN
Quarterly Results  
RECLTD
General  
SIS
Buy Back of Shares  
TITAANIUM
Half Yearly Results  
VASCONEQ
General   



*Stock under F&O ban on NSE*
*30-Nov-23*


1 HINDCOPPER
2 MANAPPURAM

*News Headlines from Business News Agencies :*

*Business Standard :*

• Indian markets hit historic $4 trillion market cap milestone

• Prosus NV slashes edtech major Byju's valuation to under $3 billion

• Indian GCCs becoming a sandbox for global organisations: Nasscom V-C

• India won't be impacted by potential Opec production cut, say officials

• Centre approves 'terms of reference' for the 16th Finance Commission

• 65% of MSME firms found manufacturing substandard drugs since Dec: Report

• Bharti Telecom plans its biggest-ever rupee bonds worth Rs 8,000 cr

• Indian IT industry to be worth $350 bn by 2030: Kris Gopalakrishnan

• India's first bullet train section to be complete by Aug 2026: Minster Vaishnaw

• PayU's PSP revenue up at $211 mn in H1FY24 on growth in existing merchants

• RIL, ICICI, Infy to draw highest flows on US retirement fund switch

• Swiggy's food delivery business grew 17% to $1.43 bn in H1 FY24: Prosus


*Economic Times :*

• KKR to buy remaining stake in insurer Global Atlantic for $2.7 bln

• GIFT Nifty sets all-time high single-day turnover of $16.76 bln

• India scrambles to add coal-fired power capacity, avoid outages: sources

• Walmart shifts to India from China for cheaper imports

• Global bonds head for best month since 2008 financial crisis

• BCCI takes Byju’s to NCLT over default in sponsorship dues

• Tata Advanced Systems partners Satellogic to develop local space tech capabilities in India

• Sequoia-backed Mobikwik said to pick banks for $84 million IPO

• Cabinet approves providing 15,000 drones to women Self Help Groups

• Franklin Templeton appoints Janakiraman as CIO, Emerging Market Equities – India

• Delhi's winter peak power demand may cross 5,700-MW mark, break records

• Malls expected to attract investment of over Rs 20,000 cr in next 3-4 years


*Mint :*

• PCBL’s entry into non-carbon black biz to buttress margin growth

• Rock & Storm Distilleries to expand across India with ₹100-crore investment

• Salton Sea has Lithium to create enough batteries for 382 million Evs

• upGrad in FY 23 Doubles Revenue - Loss Remains the Same

• I-T Dept conducting surveys on Ashok Hinduja, Hinduja Global Solutions: Report

• Lemon Tree Hotels president Vikramjit Singh resigns

• Nomura eyes extra $100 cillion cost cuts in wholesale banking

• Cabinet approves Garib Kalyan food grain programme for another 5 years

• US offers air defence version of Stryker armoured fighting vehicles to India

• Foot Locker signs pacts with Metro Brands and Nykaa Fashion

• Microsoft, other investors unlikely to get a seat on new OpenAI board

• Delhi govt to notify Motor Vehicle Aggregator scheme today

*Economic Calendar - 30.11.2023 :*

T.me/AlliesFin

*TENT : OPEC JMMC Meeting*

*TENT : Outcome of Indian State Elections’ Exit Polls*

*07:00 : CHINA Manufacturing PMI (Expected: 49.8 versus Previous: 49.5)*

*15:30 : EURO CPI Flash Estimate y/y (Expected: 2.7% versus Previous: 2.9%)*

*17:30 : INDIA GDP Growth Rate y/y (Expected: 6.8% versus Previous: 7.8%)*

*17:30 : INDIA Infrastructure Output y/y (Expected: 9.5% versus Previous: 8.1%)*

*19:00 : U.S. Core PCE Price Index m/m (Expected: 0.2% versus Previous: 0.3%)*

*19:00 : U.S. Unemployment Claims (Expected: 219k versus Previous: 209k)*

*19:00 : EURO ECB President Lagarde Speaks*

*20:30 : U.S. Pending Home Sales m/m (Expected: -1.9% versus Previous: 1.1%)*

*FORWARDED AS RECEIVED.....*

🇮🇳Bharat Daybook Stocks in News

T.me/AlliesFin

*Nykaa:* FootLocker to enter India in 2024 with license partners Metro Brands and Nykaa. (Positive)

*JSW Infra:* Subsidiary Masad Infra Services enters into a concessional agreement with Karnataka Maritime Board, Government of Karnataka (Positive)

*PCBL:* Company signs JV with Australian co Kinaltek, to own 51% of the shareholding in the JV (Positive)

*SBI Life:* Shareholders approve appointment of Amit Jhingran as MD & CEO. (Positive)

*Karur Vysya Bank:* The RBI has given its approval to SBI Mutual Fund for acquiring aggregate holding of up to 9.99 percent in the bank (Positive)

*Welspun Speciality:* Received orders for worth Rs 15.87 crore for supply of duplex drade seamless tubes. (Positive)

*UltraTech Cement:* Company acquires 0.54 MTPA cement grinding assets of Burnpur Cement for Rs 169.8 cr (Neutral)

*LIC:* Company launches Jeevan Utsav guaranteed return product (Neutral)

*Satin Credit:* Board meet today to consider fund raising proposal via NCDs (Neutral)

*Peninsula:* Board meet today to consider fund raising proposal via NCDs/ Equity/ Warrants (Neutral)

*Vascon:* Board meet today to consider fund raising proposal via QIP/ Preferential issue (Neutral)

*SIS:* Board meet today to consider Buy back proposal (Neutral)

*REC:* Board meet today to consider borrowing programme for FY24 (Neutral)

*Jyoti Structure:* Board meet today to consider right issue of shares (Neutral)

*Kesoram:* Board meet today to consider repayment of NCDs (Neutral)

*Orchid Pharma:* Promoter Dhanuka Laboratories sold 13 lakh equity shares (Neutral)

*Texrail:* SOCIETE GENERALE sold 22 lakh shares at Rs 140/Sh. (Neutral)

*Jupiter Wagons:* Company launched Rs 500 crore QIP, floor price set at Rs 315. (Neutral)

*GNFC:* Share buyback programme will open on 1 December (Neutral)

*Man Infraconstruction:* Board approves fund raising up to Rs 550 crore via preferential issue (Neutral)

*Zomato:* Alipay Singapore Holding Pte Ltd exited the food delivery giant by selling its entire shareholding of 3.44 percent (Neutral)

*Bank of Baroda:* Bank will float 10-year bonds worth ₹5,000 crore on 30 November. (Neutral)

*Thomas Cook:* OFS on Nov 30 & December 1, 2023. Floor price fixed at Rs 125/Sh versus close Rs 158.4/Share.

Instl. Investors EQUITY Cash Trades PROV. - 30/11/2023 : Rs. CRS. :

FIIS : BUY +8,148 (66,830-58,682)

DIIS : SELL -780 (13,945-14,725)

*🇮🇳India Daybook – Stocks in News*


*ITD Cementation:* Company has secured new order worth Rs 1,001 crore (Positive)

*Kesoram:* UltraTech will issue 1 Equity Share for every 52 Equity Shares of Kesoram under merger scheme. (Positive)

*Oil upstream stocks:* Windfall tax on crude petroleum cut to Rs 5,000/tonne from ₹6,300/tonne (Positive)

*LTI Mindtree:* Company partners with Metasphere to deliver smart sewers solution (Positive)

*Infosys:* Company and Shell collaborate on immersion cooling services: Agencies (Positive)

*Defence Companies:* Defence Acquisition Council approves ₹2.23 lk cr capital acquisition proposals (Positive)

*Hindustan Aeronautics:* Company received a nod from the DAC for the procurement of light combat helicopters for the Indian Air Force and Indian Army and light combat aircraft Mk 1A for the Indian Air Force. (Positive)

*Power Grid:* Company has been declared as the successful bidder to establish two inter-state transmission system projects in Rajasthan. (Positive)

*JSW Group:* Will own 35% in a newly created joint venture with SAIC Motor Corp. Ltd, which owns MG Motor India, that would focus on electric vehicles (Positive)

*H.G. Infra:* Company received an order from the NHAI for the construction of the Greenfield Varanasi-Ranchi-Kolkata highway for Rs 1,303.11 crore (Positive)

*Dixon:* Padget Electronics subsidiary inaugurated a new state-of-the-art smartphone manufacturing plant in the Noida district, Uttar Pradesh. (Positive)

*Wipro:* Company partners with AWS for lab processes: Agencies (Positive)

*Biocon:* Company announced completion of integration of the Viatris’ Biosimilars business in 31 European countries (Positive)

*CSB Bank:* The RBI has approved an amendment to dilute the schedule of shareholdings of FIH Mauritius Investments to 26% of the paid-up equity capital of the bank within 15 years from the date of investment (Positive)

*Whirlpool Corporation:* Company to sell up to 24% stake in the company in 2024. (Neutral)

*Aviation stocks:* Jet Fuel (ATF) price cut to ₹1.06 lk/kl from ₹1.11 lk/kl in Delhi (Neutral)

*J&K Bank:* ED search w.r.t Rs 250 crore ‘Fraudulent Loan’ is at offices of J&K State Co-op Bank, not company. (Neutral)

*Balrampur Chini:* Company received a Rs 33.5 crore income tax notice for AY 2020–21 (Neutral)

*Larsen and Toubro:* Company incorporated a new wholly-owned subsidiary, L&T Semiconductor Technologies. (Neutral)

*PFC:* Company has been nominated as the 'Bid Process Coordinator' for the selection of developers through tariff-based competitive bidding for the Independent Transmission Projects by the Ministry of Power. (Neutral)

*Orient Green:* Company incorporated a wholly owned subsidiary, viz., Delta Renewable Energy Pvt. (Neutral)

*Sonata Software:* Company has fixed Dec. 12 as the record date for the eligibility of shareholders for the issuance of bonus equity shares of the company in the ratio of 1:1. (Neutral)

*Timken:* Profusion Investment Advisors LLP sold 19.40 lakh shares at 2890.41 per share (Neutral)

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 01-12-2023 :

T.me/AlliesFin

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

*TOTAL NET SELL : -7285* 😭😭

*INDEX FUT. : +702*

*INDEX OPT. : -12151*

*STOCK FUT. : +4682*

*STOCK OPT. : -519*

*SEC. IN F&O BAN FOR, 04-DEC-23*

*1. DELTACORP*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 01-DEC-2023 :*

*FIIS : BUY +1,589 (10,522-8,933)* 😃

*DIIS : BUY +1,448 (11,173-9,725)* 😃

*BSE SENSEX : +493 (67,481)🔼*

*NSE NIFTY : +135 (20,268)*🔼

*BSE MIDCAP. : +330 (34,586)*🔼

*BSE SMLCAP. : +194 (40,566)*🔼

*B. CRUDE : $ 80.92* 🔽 😃

*GOLD: $ 2,043=INR 64,100(10gr)*🔽 ☺️

*SILVER : RS. 79,800 (kg)(5pm)*🔼🙂

*FOREX : RS. $ 83.29 🔼 🙂*

*7.26%GOI '33: 7.3366%(99.48)🔼☺️*

*7.18%NEW '33: 7.2899%(99.23)🔼☺️*

*7.18%GOI '37: 7.4254% (97.9050)🔼☺️*

@AlliesFin

Current situation:

1. Stocks are up like we're in a bull market

2. Gold is up like we're heading into a recession

3. Oil prices are up like the recession got cancelled

4. Bonds are up like inflation is back below 2%

5. Home prices are up like inflation is still at 10%

Everything is up for the right\wrong reasons ?

For updates
T.me/AlliesFin

Final Master Class program for Calendar year 2023
and
1st for Samvat 2080.

Stock Market as source of 2nd income.
Details  https://telegram.me/STOCKARTHi/7928
It's all About Learnings n Earnings.
🤝

GIFT Nifty +280 pts (20640) from last trade 20360 ,


Nikkei -201 pts ,
Hangseng +89 pts ,


Dow +294.61 pts ,Nsdq +78.81 pts, S&P
+26.83 pts , Bovespa +853 pts , Ftse +75 pts , Dax +182 pts , Cac +35 pts , Crude @ $74.62 brl (+0.55), Brent @ $79.41 brl (+0.51) , Gold @ 2094.70 (+5.00), Silver $25.885 (+0.02), Euro @ $1.0883, JPY @ $146.35, INR @ 83.265

*Today's Corporate Action*
*4th Dec Ex Date*

JYOTISTRUC
E.G.M.   
PANCHSHEEL
Interim Dividend - Rs. - 0.80000

*Today's Key Results/Board Meetings*
*04-Dec-23*

ATHENAGLO
Issue Of Warrants    
BASML
General     
CRANESSOFT
Quarterly Results    
EVERTEX
General     
GANGAPHARM
Issue Of Warrants;Preferential Issue of shares 
HINDBIO
General     
KDL
General    
LASTMILE
Issue Of Warrants;Preferential Issue of shares 
SSLFINANCE
Increase in Authorised Capital;General  
STML
Issue Of Warrants;General   
SVPGLOB
A.G.M.     

*Stock under F&O ban on NSE*
*04-Dec-23*

1 DELTACORP

*Economic Times*

📝 IOC raises Panipat refinery expansion cost by 10%, pushes completion deadline by a year

📝 $4 trillion m-cap! NSE-listed companies' market cap increased 17.5% CAGR

📝 India's emission intensity reduced by 33 per cent between 2005 and 2019: Govt report

📝 Sharp decline in FDI into India from Cayman Islands, Cyprus during April-Sep

📝 World Bank focuses on securitisation to scale up climate financing

📝 China frames 'One Province, One Policy' plan for financial risk

📝 Rooftop solar installations rise 34.7 pc to 431 MW in Jul-Sep: Mercom

📝 Ericsson in talks to pick up over 5 lakh sq ft workspace on lease from Skootr in Gurgaon

📝 Car services startup Park+ expects to turn profitable in March 2024 quarter

*Business Standard*

📝 Japan firm TDK Corporation to make iPhone Li-ion battery cells in India

📝 Manipal Health Enterprises may soon become India's largest hospital chain

📝 Govt to pump in additional Rs 1,500 crore for FAME-II subsidy scheme

📝 RIL, Adani, JSW group, L&T enter race for green H2 and electrolyser

📝 India eyes Global South pole position with COP host pitch in 2028

📝 Global regulators seek tougher scrutiny of voluntary carbon markets: Report

📝 PwC India, CWAS launch framework for ESG assessment of Indian cities

📝 Proposed 5% biogas blending with LNG can cut imports worth $1.17 bn: IBA

*Financial Express*

📝 Fintech startup Credgenics eyes profitability in FY24

📝 Gross direct tax may surpass Budget by over Rs 1 trillion

📝 Inter-mandi eNAM trade up 188% in April-November on low base

*Mint*

📝 Piramal Group to fund facility for mid-level govt exec training

📝 TSI bags ₹200 cr via credit fund

📝 India, US to team up for Pacific Islands

📝 Planning group saves ₹15 crore per km in construction of highways

📝 Domestic tourism surges in Goa; focus shifts to recovery in overseas arrivals

📝 WhatsApp bans nearly 75 lakh Indian accounts in October 2023

📝 India’s developing tech certifications presenting business opportunities: Dell.

*🇮🇳India Daybook – Stocks in News*


*Salasar Techno:* Company bags EPC contract worth Rs 364 crore from Tamil Nadu government (Positive)

*Strides Pharma:* Company launched Icosapent Ethyl Acid capsules in partnership with Amneal. (Positive)

*Jubilant Food:* Wholly-owned arm increases stake in DP Eurasia to 53.52%. (Positive)

*Tata Power:* Company acquires Bikaner-Neemrana transmission project in Rajasthan for Rs 1,544 crore to boost renewable energy evacuation. (Positive)

*Hindustan Unilever:* Company to split beauty and personal care businesses effective April 1, 2024. (Positive)

*Cochin Shipyard:* Shipping Ministry, World Bank, Cochin Shipyard discuss green vessel initiatives. (Positive)

*Brigade:* Company launches commercial residential project in Bangalore having gross revenue potential of Rs 2000 crore. (Positive)

*Zydus Life:* Company gets USFDA nod for generic heart failure treatment drug. (Positive)

*Coal India:* Company's November coal production at 66 MT, up 8.8% year-on-year. (Positive)

*NMDC:* Company reports over 17% growth in iron ore production to 27.31 million tonnes for April-November 2023. (Positive)

*Lupin:* Company introduces Norgestrel, Ethinyl Estradiol tablets in U.S. (Positive)

*GPT Infra:* Company has received the arbitration amounts of Rs 11.75 crore from the Customer (Positive)

*HFCL:* Company has received the Purchase Orders aggregating to Rs 67 crores for supply of Optical Fiber Cables (Positive)

*Deepak Nitrite:* Company gets SEBI nod for incorporation of new company. (Positive)

*Hind Zinc/Vedanta:* Hindustan Zinc to consider interim dividend on December 6 (Positive)

*Sterling and Wilson:* Shapoorji Pallonji has made the full payment against Indemnity claim of Rs 342.87 crore to Sterling and Wilson Renewable Energy on December 2. (Positive)

*AstraZeneca Pharma:* Gets nod to import pharma formulations of new drug for sale or distribution from CDSCO for Breztr Aerosphere. (Positive)

*Tea stocks:* Tea production in India increases by 12.06% to 182.84 million kg in October this year. (Positive)

*Kamat Hotels:* Inaugurates Its First Property In Gujarat With The Orchid Hotel, Jamnagar (Positive)

*Bajaj Electricals:* Company gets order worth Rs 142.28 crore from PowerGrid Energy Services (Positive)

*Siemens:* Company to buy 18% stake in its Indian business for an aggregate amount of Rs 18,928 crore. (Neutral)

*NTPC:* K Shanmugha Sundaram takes charge as NTPC Director (Projects). (Neutral)

*GAIL:* Company files claims worth $1.8 billion against SEPE Marketing & Trading Singapore in London Court of International Arbitration. (Neutral)

*Tata Steel:* Company says it has completed the merger of S & T Mining Company with itself. (Neutral)

*Indian Oil:* Company approves expansion of Panipat refinery. (Neutral)

*Bajaj Healthcare:* Company’s CFO Rupesh Nikam resigns. (Neutral)

*Tata Consumer:* Company appoints Ashish Goenka as CFO w.e.f. December 18 (Neutral)

*CEAT:* Amansa Holding sold 7 lakh shares at Rs 2171.9 per share (Neutral)

*Bharti Airtel:* Bharti telecom bought 8.11 crore shares at Rs 1014.7 per share, sold by India Continent Investments (Neutral)

*Hero Motocorp:* November sales at 4.91 lakh units versus estimates of 5.03 lakh units (Neutral)

*Eicher Motors:* RE November sales at 80251units versus estimates of 80800 units. (Neutral)

*GMM Pfaudler:* Company has completed the acquisition of Professional Mixing Equipment by way of acquisition of 100% share capital (Neutral)

*Reliance:* Jio and TM Forum inaugurate first Innovation Hub in Mumbai (Neutral)

*CAMS:* Great Terrain Investment, an affiliate of Warburg Pincus, is likely to sell stake in CAMS (Neutral)

*Alkem:* Company has received Form 483 with three observations from USFDA (Neutral)

*Pfizer:* Company gets GST demand aggregating to Rs 6.29 crore. (Neutral)

*Veto Switchgears:* Promoter Stake had fallen from 50.08% in June to 47.15% in September