Winning v/s loosing Mindset.
T.me/AlliesFin

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 01-01-2024 :

T.me/AlliesFin

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

*TOTAL NET BUY : +18458* 😃

*INDEX FUT. : -285*

*INDEX OPT. : +21175*

*STOCK FUT. : -1315*

*STOCK OPT. -1116*

*SEC. IN F&O BAN FOR, 02-JAN-24 :*

*1. HINDCOPPER 2. BALRAMCHIN*

*ADDITION : BALRAMCHIN*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 01-JAN-2024 :*

*FIIS : SELL -856 (1,311-2,167)* 😩

*DIIS : BUY +410 (7,004-6,694)* 🙂

*BSE SENSEX : +32 (72,272)🔼*

*NSE NIFTY : +10 (21,742)*🔼

*BSE MIDCAP. : +197 (37,036)*🔼

*BSE SMLCAP. : +313 (42,986)*🔼

*B. CRUDE : $ 77.04* 🔽 😊

*GOLD: $ 2,062=INR 65,100(10gr)*↔️ 😳

*SILVER : RS. 78,900 (kg)(5pm)*🔼🙂

*FOREX : RS. $ 83.24 🔽 ☺️*

*7.18%NEW '33: 7.1969%(99.8725)🔼☺️*

*7.18%GOI '37: 7.3217% (98.7875)🔽😩*

Major Index Monthly performance 2023 @AlliesFin

*GIFT Nifty +36 pts (21866) from last trade 21830 ,*


Nikkei clsd ,
Hangseng +88 pts ,


US Mkt Clsd, Crude @ $72.01 brl (+0.36), Brent @ $77.08 brl (-0.07) , Gold @ 2074.4 (+2.60), Silver $24.075 (-0.01), Euro @ $1.1036, JPY @ $140.88, INR @ 83.235





*Today's Corporate Action*
*2nd Jan Ex Date*


ALLCARGO LOGISTICS LTD
Bonus issue 3:1
Bhanderi Infracon Ltd
E.G.M
La Tim Metal & Industries Ltd
Right Issue of Equity Shares
REGENCY CERAMICS LTD
E.G.M



*Today's Key Results/Board Meetings*
*2-Jan-24*


  

EASEMYTRIP
Preferential Issue of shares;Issue Of Warrants
PARMSILK
General
RAJATH
General
WARDWIZFBL
Preferential Issue of shares;General




*Stock under F&O ban on NSE*
*02-Jan-24*



1 BALRAMCHIN

2 HINDCOPPER

*Economic Times*

📝 DGCA issues 1,622 commercial pilot licences in 2023, highest in a decade

📝 India's power consumption dips marginally by 2.3 pc to 119.07 billion units in Dec

📝 Dhanlaxmi Bank reports growth at 12% yoy; deposits up by 10.6%

📝 Diffusion Engineers files IPO papers with Sebi

📝 Centre's FY25 interest outgo may rise 11 to 12% from ongoing FY24

📝 Record 8.18 crore Income tax returns filed till December 2023

📝 Govt extends tenure of PLI scheme for Auto industry by a year with partial amendments

📝 ONGC seeks partners to cut gas flaring, zero methane emission by 2030

📝 Investments in alternative realty surge to $418.7 million in Q4 of 2023

📝 Isro launches India’s first dedicated polarimetry mission

*Business Standard*

📝 HFCL bags Rs 1,127 cr order to transform BSNL's optical transport network

📝 Ashok Vaswani takes charge as Kotak Mahindra Bank MD & CEO from January 1

📝 UltraTech Cement Q3 sales up 6% to 27.3 MT, overseas production up 20%

📝 Zomato increases platform fee to Rs 4 from Rs 3 in select markets

📝 JK Tyre successfully raises Rs. 500 cr through QIP for growth initiatives

📝 Karur Vysya Bank biz grows at 14.74% to stand at Rs 1.58 trn for Q3FY24

📝 ATF price cut by 4%; commercial LPG rate down Rs 1.5 per cylinder

📝 Nearly 97% Rs 2,000 notes returned, Rs 9,330 cr still with public: RBI

📝 UPI scales new high in December; 2023 value up 59% at Rs 183 trn

📝 GST receipts decline to three-month low but hold on to Rs 1.65 trn in Dec

📝 Women's life insurance share rises to 34.2% in 2022-23: IRDAI report

📝 Record buyback of Rs 47,810 cr by 48 firms in 2023, highest in 6 yrs

📝 Mutual funds' equity buys hit Rs 1.7 trn in 2023, defying market swing

*Financial Express*

📝 Zepto on track for $1 billion run rate in annual sales value

📝 Coal production target for FY25 is set at 850 MT

📝 Centre’s dividends from CPSEs exceed FY24 budget target

📝 India’s food imports at $33 billion in 2023, down 10% on year

📝 Govt relaxes norms governing public expenditure exceeding Rs 500 cr for Q4

📝 Rupee falls 6 paise to close at 83.22 against US dollar

*Mint*

📝 RBI issues guidelines on bank classification of unclaimed deposits

📝 21 earthquakes in Japan trigger tsunami; N Korea, Russia on high alert

📝 India's mineral production up 13.1% in October 2023

📝 North Eastern Development Finance Corp sanctions ₹766 crore for 5,338 projects

📝 Tata Motors' December domestic sales rise 4% to 76,138 units

📝 Capex mood sees revival in Q3, led by private sector: CMIE data

📝 India, Pakistan exchange list of nuclear installations under 1988 bilateral pact

📝 Esconet Technologies files DRHP with SEBI for NSE SME listing

📝 India to expand defence ties with Tanzania to boost presence in Indian Ocean.

SPOT NIFTY DAILY CHART.

MULTIPLE TOP AROUND 21800 LEVELS.

UNTIL THIS TOP TAKEN OUT SAME VIEWS CONTD...
https://telegram.me/STOCKARTHi/7997

2/1/2024
@AlliesFin
BSE:-379(71892)
NSE:-76(21665)
B.NIFTY:-472(47761)
MID:-29(37007)
SML:-12(42972)
FII|FPI:+1602Cr
DII:-1959Cr
B.Crude: 78
Gold$:2069=INR: 63379
Silver: 74560
$/Rs: 83.32
7.18 : 2033 G-Sec: 7.21
NSE PE: 23.10
T.me/AlliesFin

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 02-01-2024 :

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

*TOTAL NET SELL : -36006* 😭😭

*INDEX FUT. : -395*

*INDEX OPT. : -35485*

*STOCK FUT. : +287*

*STOCK OPT. : -413*

*SEC. IN F&O BAN FOR, 03-JAN-24 :*

*1. HINDCOPPER 2. BALRAMCHIN 3. DELTACROP 4. IEX 5. SAIL 6. ZEEL*

*ADDITION : DELTACORP, IEX, SAIL, ZEEL*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 02-JAN-2024 :*

*FIIS : BUY +1,602 (10,200-8,598)*

*DIIS : SELL -1,959 (8,695-10,654)*

*BSE SENSEX : -379 (71,892)🔽*

*NSE NIFTY : -76 (21,666)*🔽

*BSE MIDCAP. : -29 (37,007)*🔽

*BSE SMLCAP. : -12 (42,974)*🔽

*B. CRUDE : $ 77.25* 🔼 ☺️

*GOLD: $ 2,068=INR 65,450(10gr)*↔️😳

*SILVER : RS. 79,200 (kg)(5pm)*🔼🙂

*FOREX : RS. $ 83.31 🔽 ☺️*

*7.18%NEW '33: 7.2105%(99.78)🔼☺️*

*7.18%GOI '37: 7.3345% (98.68)🔽☺️*

🇮🇳India Daybook Stocks in News


*Coal India:* Company’s supplies at an all-time high volume of 98 million tonnes (mts) to non-regulated sector (NRS) till Dec FY24 (Positive)

*RVNL:* Rail Vikas JV received LOA for Rs 123 cr order to redevelop Varkala Sivagiri railway station (Positive)

Avenue Supermarts:* Double-digit growth in revenue for the third quarter of the current financial year, with the topline growing 17.2% year-on-year (YoY). (Positive)

*VST IND:* Radhakishan Damani buys 2.22 lac shares in VST Industries. (Positive)

*Bank of Maharashtra:* Q3 Total business at Rs 4.35 lk cr Vs Rs 3.66 lk cr, up 19% YoY (Positive)

*Hindustan Zinc:* 3QFY24 mined metal production at 271kt, up 7% YoY (Positive)

*Birlasoft:* Company appoints Manjunath Kygonahally as the CEO for Rest of the World (ROW) region (Positive)

*Affle:* Company to buy 9.03% stake in Explurger for Rs 37.3 crore. (Positive)

*Gujarat Alkalies:* Company signs initial pact with Vedanta Aluminium for exploring opportunities in areas of caustic-chlorine, other allied businesses. (Positive)

*Sun Pharma:* Company acquires Israel's Libra Merger. (Positive)

*Strides Pharma:* Amansa Holding picked Rs 119.87 crore shares in Strides Pharma Science (Positive)

*Easy Trip Planners:* Company is planning to raise up to ₹1,000 crore through a preferential issue. (Neutral)

*Hero Motocorp:* December vehicle sales at 3.93 lk units versus estimates of 3.95 lk units. (Neutral)

*Tata Motors:* Company supplied 100 electric buses to Assam State Transport Corporation. (Neutral)

*NATCO Pharma:* Company completes transition of DASH Pharmaceuticals into Natco Pharma U.S.A (Neutral)

*Jubilant Food:* Company to acquire 6.32% stake in O2 Renewable for buying of up to 4.51 MW renewable power (Neutral)

* Vedanta:* Company’s unit BALCO gets tax demand worth Rs 23 crore. (Neutral)

*LIC:* Company gets GST demand including penalty of Rs 117 cr for FY18 (Neutral)

*Adani Group Stocks:* Supreme Court to pronounce judgment tomorrow on the petitions seeking independent probe into Adani-Hindenburg issue. (Neutral)

*Muthoot Finance:* Company to raise up to Rs 1,000 crore through public issue of secured (Neutral)

*Exide Industries:* Company raises corporate guarantee to subsidiary by Rs 1,000 crore. (Neutral)

*Hindustan Unilever:* Media sources said that tensions soar between Hindustan Unilever and its distributors over a recent margin payout proposal.

*Shyam Metalics:* Company launched QIP, Indicative price at Rs576 per share; discount of 10.4% to closing price

*Business Standard :*

📝 Russian crude oil cargoes head away from India amid payment issues

📝 Not in talks with Musk's Starlink for a tie-up, says Vodafone India

📝 Goldman Sachs sees current account deficit falling to 1% of GDP this fiscal

📝 Skincare brand Nivea India appoints Geetika Mehta as managing director

📝 Vedanta Resources faces investor reckoning over $3.2 billion of bonds

📝 Disney's Mickey Mouse enters public domain as 95-year-old copyright expires

📝 India fastest growing premium smartphone market globally in 2023: Report

📝 India launches a single-window portal for medical devices management

📝 SAIL enters into fresh tie-up with Chennai-based Ram Charan Company

📝 Metros in India have less than 50% projected ridership, says IIT-D report

📝 Godrej Properties buys 4-acre land parcel in North-West Bengaluru

📝 ICICI Venture to sell its entire 42% stake in patisserie chain Theobroma

*Economic Times :*

📝 India's Oct-Dec sugar output dips 7.7 pc to 112 lakh tons: NFCSF

📝 India dials Saudi as Russian oil purchases hit 11-month low in December

📝 Everyone wants to do an FTA with India: GTRI report

📝 Rakesh Deshmukh steps down as CEO of PhonePe-owned Indus Appstore

📝 BHEL making India self-reliant in energy, infra; contributing to defence, space sector: Heavy industries minister

📝 EaseMyTrip board approves proposal to raise funds of upto Rs 1000 crore

📝 Tech rally in India faces earnings test as growth worries linger

📝 BDR Pharmaceuticals introduces prostate cancer treatment drug in oral solution form

📝 Thailand cuts tax on booze and night clubs to boost tourism

📝 Rays Power Infra IPO: Mumbai-based solar EPC Company files DRHP

📝 PPFAS Mutual Fund launches Instant Access Facility in liquid fund

📝 Ansa Folding Carton acquires stake in Rich Printers for Rs 117 cr


*Mint :*

📝 Govt hikes windfall tax on crude oil to ₹2,300 per ton

📝 UPI transactions hit a new record with ₹18.23 lakh crore in Dec; 54% higher

📝 Gwanggu Lee succeeds Tae Jin Park as Kia India's MD and CEO

📝 Tata Mutual Fund launches Tata Gold Exchange Traded Fund

📝 8.18 crore ITRs! A record number of income tax returns filed till Dec 31

📝 Adani Ports December cargo volumes up 42% YoY to 35.65 mt, raises FY24 guidance

📝 Billionaire promoters in India Inc hit record high of 152 in 2023: Report

📝 Weak rural demand to dent FMCG sector volumes in Q3FY24, says Nuvama

📝 HUL hit with ₹447.5 crore GST demands and penalties

📝 Netherlands Blocks ASML Exports of Some Chip-Making Equipment to China

📝 RBI issues guidelines on bank classification of unclaimed deposits

📝 Mahindra EPC Irrigation gets 4 contracts for supply of Micro Irrigation Systems

*GIFT Nifty -75 pts (21679) from last trade 21754 ,*


Nikkei clsd ,
Hangseng -164 pts ,
Now @6.53am .


Dow +25.50 pts ,Nsdq -245.41 pts, S&P
-27.00 pts , Bovespa -1488 pts , Ftse -11 pts , Dax +17 pts , Cac -12 pts , Crude @ $70.46 brl (+0.08), Brent @ $76.04 brl (-1.00) , Gold @ 2068.0 (-5.40), Silver $23.88 (-0.07), Euro @ $1.0941, JPY @ $142.11, INR @ 83.25





*Today's Corporate Action*
*3rd Jan Ex Date*



INDIAN LINK CHAIN MANUFACTURES LTD.
Stock Split From Rs.100/- to Rs.10



*Today's Key Results/Board Meetings*
*03-Jan-24*


  

ADANIPORTS
General
ADTYFRG
General
DHAMPURSUG
Buy Back of Shares
EXHICON
Preferential Issue of shares;Issue Of Warrants
FOODSIN
General
INDITALIA
General
PRISMX
General
PTCIL
General
SHAH
General
SHARDUL
Voluntary Delisting of Shares
CORF
Preferential Issue of shares;
General;Increase in Authorised Capital
SUKHJIT
Interim Dividend
TCCServices
Preferential Issue of shares;General03 Jan





*Stock under F&O ban on NSE*
*03-Jan-24*



1 BALRAMCHIN
2 DELTACORP
3 HINDCOPPER
4 IEX
5 SAIL
6 ZEEL

Adani Hindenburg Case Verdict LIVE: CJI reads out the conclusion
The power of this court to enter the regulatory framework of SEBI is limited. No valid grounds were raised to direct SEBI to revoke its amendments on FPI and LODR regulations. The regulations do not suffer from any infirmities.

@AlliesFin Given my optimism for India's future, I'm often asked about the right time to invest in this market, currently labeled as "overvalued" by some analysts.

In my view, traditional stock valuation metrics like price/earnings ratios often overlook the future growth potential of many Indian companies. While the current P/E ratios may seem high, they primarily reflect past performance and don't fully capture the prospective rapid growth in earnings, potentially making Indian stocks more attractive in the long term.

Investment timing should focus on solidly growing companies, as there are always opportunities to find firms that excel regardless of the market's overall state.
~ Mark Mobius on Investing in India.
T.me/AlliesFin

@ALLiESFiN

TOP 5 FNO GAINERS

BIOCON
BANDHAN BANK
BAJAJ AUTO
INDUS TPWOER
CANARA BANK

TOP 5 FNO NON GAINERS

NALCO
HINDACLO
JSW STEEL
BHEL
TATASTEEL

T.ME/ALLiESFiN

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 03-01-2024 :

T.me/AlliesFin

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

*TOTAL NET SELL : -83190* 😭😭

*INDEX FUT. : -618*

*INDEX OPT. : -79382*

*STOCK FUT. : -2832*

*STOCK OPT. : -382*

*SEC. IN F&O BAN FOR, 04-JAN-24 :*

*1. BALRAMCHIN 2. DELTACORP 3. HINDCOPPER 4. IEX 5. NATIONALUM 6. SAIL 7. ZEEL*

*ADDITION : NATIONALUM*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 03-JAN-2024 :*

*FIIS : SELL -666 (9,103-9,769)* 😩

*DIIS : SELL -863 (10,402-11,265)* 😩

*BSE SENSEX : -536 (71,356)🔽*

*NSE NIFTY : -148 (21,517)*🔽

*BSE MIDCAP. : +74 (37,081)*🔼

*BSE SMLCAP. : +129 (43,103)*🔼

*B. CRUDE : $ 76.52* 🔽 🙂

*GOLD: $ 2,036=INR 64,000(10gr)*🔽😥

*SILVER : RS. 78,900 (kg)(5pm)*🔽☺️

*FOREX : RS. $ 83.28 🔼 🙂*

*7.18%NEW '33: 7.2156%(99.7450)🔼☺️*

*7.18%GOI '37: 7.3411% (98.6250)🔼☺️*