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GIFT Nifty +10 pts (22171) from last trade 22161 ,


Nikkei +202 pts ,
Hangseng +66 pts ,


US Mkt Clsd , Bovespa +309 pts , Ftse +16 pts , Dax -25 pts , Cac +0.37 pts , Crude @ $79.29 brl (+0.10), Brent @ $83.35 brl (-0.12) , Gold @ 2028.20 (+4.10), Silver $23.01 (-0.46), Euro @ $1.0774, JPY @ $150.19, INR @ 83.015





Today's Corporate Action
20th Feb Ex Date


 


AMRUTANJAN
Interim Dividend - Rs. - 1.0000
APOLLOHOSP
Interim Dividend - Rs. - 6.0000
AUROPHARMA
Interim Dividend  
CENTUM
Interim Dividend - Rs. - 3.0000
COALINDIA
Interim Dividend  
HAL
Interim Dividend  
HIKAL
Interim Dividend - Rs. - 0.6000
MAJESAUT
Interim Dividend - Rs. - 15.0000
MSTCLTD
Interim Dividend - Rs. - 5.0000
PFC
Interim Dividend - Rs. - 3.5000
PRECWIRE
Interim Dividend - Rs. - 0.3000
REFEX
Interim Dividend - Rs. - 0.5000
SAIL
Interim Dividend  
TCIEXP
Interim Dividend  



Today's Key Results/Board Meetings
20-Feb-24



ABB
A.G.M.;Audited Results;Final Dividend;Quarterly Results
ELANTAS
Final Dividend;Audited Results
PROMAX
Bonus issue;A.G.M.;Increase in Authorised Capital;Preferential Issue of shares;Right Issue of Equity Shares



Stock under F&O ban on NSE
20-Feb-24




1 ABFRL
2 ASHOKLEY
3 BANDHANBNK
4 BIOCON
5 CANBK
6 HINDCOPPER
7 INDIACEM
8 INDUSTOWER
9 NATIONALUM
10 SAIL
11 ZEEL

India Daybook Stocks in News

Titagarh Rail: Company is on track to start supplying driverless train sets for Bengaluru Metro’s Yellow Line from April (Positive)

IREDA: Company and PNB have signed a MoU to collaborate on financing renewable energy projects (Positive)

Deepak Fertilizers: Company signs a 15-year LNG contract with Norway-based Equinor (Positive)

NBCC: Company gets three work orders worth ₹369 crore (Positive)

Kotak Mahindra Bank: Bank shuffles senior management, re-designates KVS Manian as joint MD (Positive)

ONGC: Shareholders of arm Imperial Energy Limited (IEL) approves merger of five companies IECL, IENL, RHL, BHL and SAIL with IEL. (Positive)

Mining Stocks: Gets 40 bids in offline form for mines under 9th round of commercial coal mine auctions. (Positive)

Thomas Cook: Cost cutting initiatives that has led to margin expansion is sticky and will continue. (Positive)

JSW Steel: The steelmaker is in talks to pick up a 20% stake in Australia’s Blackwater coal mine from Whitehaven Coal for around $1 billion (Positive)

Minda Corp: MOSL, Manulife, Kotak MF, Axis MF have bought shares in the company in the bulk deal (Positive)

ZEE Ent: Company re engaged with Sony group on merger talks (Positive)

Torrent Power: To develop 4 projects worth ₹25,000 cr in Uttar Pradesh. (Positive)

Piramal Enterprises: Board meet on February 22 to consider the issue of secured, rated, listed, redeemable NCDs worth ₹600 crore (Neutral)

CIE Automotive: Company has recorded consolidated net profit at Rs 177 crore for quarter ended December 2023, falling 9.1 percent. (Neutral)

Whirlpool: Company’s promoter is looking to sell up to 24% Equity Via block deals for $450 m (Neutral)

Hindalco: Company expects to realize the first phase of its interim greenhouse gas (GHG) reduction target a couple of years before 2030 (Neutral)

HDFC Bank: The recent merger of HDFC Bank and HDFC Ltd has brought forward the loan growth of the combined entity, triggering the need for the private bank to raise funds, said MD and CEO Sashidhar Jagdishan. (Neutral)

SpiceJet: The Supreme Court on Monday slammed SpiceJet for failing to clear its dues to Credit Suisse

@AlliesFin
GS || PLI Tracker: Latest progress update shows delays and shortfalls

As a push for the “#MakeinIndia” (#MII) initiative, the Government of #India proposed Production Linked Incentive (PLI) schemes for 14 sectors during FY21, at a proposed incentive outlay of $33bn (or Rs2,640bn) over the next 5-6 years (equivalent to 1.4% ofFY22 government expenditure).

The government estimates that this boost to capex around the country under the PLI program has the potential to create ~1.5mn direct and~5mn indirect jobs — implying ~6% incremental manufacturing jobs and 1.2% incremental jobs in the entire economy.

We conducted a deep-dive analysis on each #PLI in a series of 3 reports earlier this year where we concluded that if fully implemented, PLI schemes’ direct impact on the trade deficit (~6% lower), incremental revenue (US$455bn), incremental capex (US$58bn, 21% of #BSE500 private #capex), and annual credit (US$23bn, 6% higher industrial credit) could be meaningful — with upside from ‘second order’ impact from component ecosystem capex, infrastructure build, and higher employment.

Above are the latest updates of the PLI scheme and ‘Make in India’ initiative.

Comment : Post Elections Things may Rework and catch up again.
T.me/AlliesFin

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 20-02-2024 :

T.me/AlliesFin

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

*TOTAL NET SELL : -18687* 😭

*INDEX FUT. : +617*

*INDEX OPT. : -17767*

*STOCK FUT. : -704*

*STOCK OPT. : +166*

*SEC. IN F&O BAN FOR, 21.02.2024 :*

*1. BALRAMCHIN 2. BANDHANBNK 3. BIOCON 4. CANBK 5. GMRINFRA 6. GNFC 7. HINDCOPPER 8. INDIACEM 9. INDUSTOWER 10. NATIONALUM 11. RBLBANK 12. SAIL 13. ZEEL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 20-FEB-2024 :*

*FIIS : SELL -1,335 (14,871-16,206)* 😥

*DIIS : BUY +1,491 (10,665-9,174)* 😃

*BSE SENSEX : +282 (72,708)🔼*

*NSE NIFTY : +81 (22,122)🔼*

*BSE MIDCAP. +116 (40,046)*🔼

*BSE SMLCAP. : +352 (46,011)*🔼

*B. CRUDE : $ 83.48* 🔼☺️

*GOLD: $ 2,028=INR 61,250(10gr)*🔼🙂

*SILVER : RS. 75,500 (kg)(5pm)*🔽☺️

*FOREX : RS. $ 82.97 🔼 🙂*

*7.18% GOI '33: 7.0610%(100.81)🔽😊*

*7.18% GOI '37: 7.1043% (100.64)🔽😊*

20/2/2024
BSE:+349(73057)
NSE:+74(22196)
MID:-68(39978)
SML:-83(45927)
FII|FPI:-1335Cr
DII:+1491Cr
B.Crude: 82
Gold$:2027=INR: 62170
Silver: 71400
$/Rs: 82.96
7.18 : 2033 G-Sec: 7.06
NSE PE: 22.92

GIFT Nifty +18 pts (22250) from last trade 22232 ,


Nikkei -36 pts ,
Hangseng -65 pts ,

Dow -64.19 pts ,Nsdq -144.87 pts, S&P
-30.06 pts , Bovespa +880 pts , Ftse -9 pts , Dax -23 pts , Cac +26 pts , Crude @ $78.18 brl (+0.00), Brent @ $82.56 brl (-1.00) , Gold @ 2035.50 (-4.30), Silver $23.04 (-0.09), Euro @ $1.0807, JPY @ $149.92, INR @ 82.895





*Today's Corporate Action*
*21st Feb Ex Date*


 


BECTORFOOD
Interim Dividend - Rs. - 1.2500
CUMMINSIND
Interim Dividend - Rs. - 18.0000
ELECTCAST
Interim Dividend - Rs. - 0.5000
HEROMOTOCO
Special Dividend - Rs. - 25.0000
HEROMOTOCO
Interim Dividend - Rs. - 75.0000
JATTAINDUS
E.G.M.     
JKLAKSHMI
Interim Dividend - Rs. - 2.0000
LICI
Interim Dividend - Rs. - 4.0000
MRF
Interim Dividend - Rs. - 3.0000
NCLIND
Interim Dividend - Rs. - 1.5000
PIIND
Interim Dividend - Rs. - 6.0000
POBS 
Interim Dividend - Rs. - 2.0000
PREMCO
Interim Dividend  
SAREGAMA
Interim Dividend - Rs. - 4.0000
SJVN
Interim Dividend - Rs. - 1.1500
SULA
Interim Dividend  
UNIPARTS
Interim Dividend - Rs. - 6.0000
UVDRHOR
Interim Dividend - Rs. - 1.0000



*Today's Key Results/Board Meetings*
*21-Feb-24*




Arshiya, Manjeera Constructions, Marble City India, and VJTF Eduservices will be in focus ahead of quarterly earnings on February 21.


*Stock under F&O ban on NSE*
*21-Feb-24*



1 BALRAMCHIN
2 BANDHANBNK
3 BIOCON
4 CANBK
5 GMRINFRA
6 GNFC
7 HINDCOPPER
8 INDIACEM
9 INDUSTOWER
10 NATIONALUM
11 RBLBANK
12 SAIL
13 ZEEL

🇮🇳India Daybook Stocks in News

@AlliesFin

*Wipro:* Company and IBM Expand Partnership to Offer New AI Services and Support to Clients (Positive)

*Thermax:* Company has signed a license and technical assistance agreement with South Korea-based Flowtech Co (Positive)

*Ashok Leyland:* Company to set up a Greenfield plant focused on clean mobility in Uttar Pradesh (Positive)

*Union Bank:* Bank approves raising up to ₹3,000 crore via QIP, floor price at ₹142.78/ share (Positive)

*Pricol:* CCI approves Minda Corp acquisition of 8.8% in Pricol (Positive)

*DLF:* Company signs pact with Axis Trustee Services, IREO for acquisition of 28.49 acres land parcels in Haryana. (Positive)

*Zaggle:* Company in pact with Bennett, Coleman & Co for expense management platform (Positive)

*VBL:* Company and premier nutrition trading LLC Dubai has entered into an exclusive snacks appointment agreement to manufacture and package cheetos. (Positive)

*Bajaj Hindusthan:* Company collaborates with everenviro to produce compressed biogas in up (Positive)

*Exxaro:* Board meeting on March 12 to consider the sub-division/ split of equity shares (Positive)

*Hindalco:* Novelis Inc announced that it has confidentially submitted a draft registration statement on Form F-1 with the SEC relating to the proposed initial public offering (Positive)

*ABB:* Net Profit at Rs 338.7 cr vs poll of Rs 300 cr. (Neutral)

*GOCL Corporation:* Promoter Hinduja Capital, Mauritius to reduce their shareholding in GOCL Corporation by about 1% (Neutral)

*Devyani International:* Yum Restaurant India likely to sell 4.4% stake in Devyani International via block deals (Neutral)

*Adany Energy: Fitch affirms Company’s ratings with ‘Stable’ outlook (Neutral)

*Tech Mahindra:* Company announced acquisition of 100% stake in Orchid Cybertech Services (Neutral)

*LTI Mindtree:* Company registers branch office in Czech Republic with effect from February 16. (Neutral)

*Trident:* Company appoints Samir Joshipura as CEO with effect from February 20. (Neutral)

*Tata Steel:* NCLT allowed withdrawal of scheme of amalgamation amongst tata steel and TRF. (Neutral)

*Fivestar:* Board meeting on feb 29 to consider issuance of non - convertible debentures through private placement (Neutral)

*ONGC:* Company approved formation of 50:50 joint ventures with seed equity upto 100m rupees || jv to set up and operate 15 cbg plants. (Neutral)

*Swan Energy:* Company launched QIP to raise up to ₹4,000 crore. floor price set at ₹703.29/share, CNBC sources (Neutral)

*Vedanta:* Supreme Court Will Consider Company’s Plea for Resuming Operations at Copper Smelter Facility in Tamil Nadu (Tuticorin) (Neutral)

*South Indian Bank:* Board meeting to Discuss Matters In Connection with the Rights Issue, Issue Price, Entitlement Ratio, Record Date, Timing, etc (Neutral)

*Medplus:* Board meeting to Discuss Management Recommendation to not proceed with the approval for QIP received from shareholders (Neutral)

*Zee Ent:* Company denies any negotiations, or any other event as stated in the above-mentioned article, and we categorically confirm that the abovementioned news item is factually incorrect.

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 21-02-2024 :

T.me/AlliesFin

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

*TOTAL NET SELL : -14341* 😭

*INDEX FUT. : +627*

*INDEX OPT. : -14792*

*STOCK FUT. : -280*

*STOCK OPT. : +104*

SEC. IN F&O BAN FOR, 22.02.2024

*1. ASHOKLEY 2. BALRAMCHIN 3. BANDHANBNK 4. BIOCON 5. CANBK 6. GMRINFRA 7. GNFC 8. HINDCOPPER 9. INDIACEM 10. INDUSTOWER 11. NATIONALUM 12. PEL 13. PVRINOX 14. RBLBANK 15. ZEEL*

*ADDITION : ASHOKLEY, PEL, PVRINOX*
*DELETION : SAIL*

INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 21-FEB-2024 :

*FIIS : BUY +284 (17,080-16,796)* 🙂

*DIIS : SELL -411 (10,152-10,563)* ☺️

*BSE SENSEX : -434 (72,623)🔽*

*NSE NIFTY : -142 (22,055)🔽*

*BSE MIDCAP. -507 (39,471)*🔽

*BSE SMLCAP. : -385 (45,542)*🔽

*B. CRUDE : $ 82.19* 🔽😊

*GOLD: $ 2,028=INR 61,250(10gr)*↔️😳

*SILVER : RS. 75,700 (kg)(5pm)*🔼🙂

*FOREX : RS. $ 82.97 ↔️ 😳*

*7.18% GOI '33: 7.0522%(100.87)🔽🙂*

*7.18% GOI '37: 7.0985% (100.69)🔽🙂*

The 15 manufacturing sectors under the 'Make In India' initiative: 🇮🇳

1. Aerospace and Defence
2. Automotive and Auto Components
3. Pharmaceuticals and Medical Devices
4. Bio-Technology
5. Capital Goods
6. Textile and Apparels
7. Chemicals and Petrochemicals
8. Electronics System Design and Manufacturing
9. Leather & Footwear
10. Food Processing
11. Gems and Jewellery
12. Shipping
13. Railways
14. Construction
15. New and Renewable Energy

(Ministry of Commerce)

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 22-02-2024 :

T.me/AlliesFin

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

*TOTAL NET SELL : -1480* 😥

*INDEX FUT. : +1362*

*INDEX OPT. : -2414*

*STOCK FUT. : -1368*

*STOCK OPT. : +940*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 22-FEB-2024 :*

*FIIS : SELL -1,410 (14,376-15,786)* 😥

*DIIS : BUY +1,824 (10,473-8,649)* 😃

*BSE SENSEX : +535 (73,158)🔼*

*NSE NIFTY : +162 (22,217)🔼*

*BSE MIDCAP. +363 (39,834)*🔼

*BSE SMLCAP. : +248 (45,790)*🔼

*B. CRUDE : $ 83.62* 🔼😩

*GOLD: $ 2,022=INR 61,000(10gr)*🔽☺️

*SILVER : RS. 75,000 (kg)(5pm)*🔽😩

*FOREX : RS. $ 82.85 🔼 🙂*

*7.18% GOI '33: 7.0682%(100.76)🔼☺️*

*7.18% GOI '37: 7.1136% (100.56)🔽🙂*

Single day mkt cap gain in Nvidia = India’s largest co Reliance Inds total mkt cap. 😀😀

Indian markets have a long way to go... #bepositive ⁦#alliesfin

GIFT Nifty +30 pts (22300) from last trade 22270 ,


Nikkei clsd ,
Hangseng -88 pts ,



Dow +456.87 pts ,Nsdq -49.91 pts, S&P
+105.23 pts , Bovespa +208 pts , Ftse +21 pts , Dax +252 pts , Cac +99 pts , Crude @ $78.33 brl (-0.28), Brent @ $83.16 brl (+0.39) , Gold @ 2034.40 (+3.70), Silver $22.765 (-0.01), Euro @ $1.0823, JPY @ $150.46, INR @ 82.865





*Today's Corporate Action*
*23rd Feb Ex Date*


 

BHARATFORG
Interim Dividend - Rs. - 2.5000 
BLS
Interim Dividend - Rs. - 0.5000 
BOSCHLTD
Interim Dividend - Rs. - 205.0000
CANTABIL
Interim Dividend - Rs. - 0.4000 
CAREERP
Interim Dividend - Rs. - 1.0000 
DYNAMATECH
Interim Dividend - Rs. - 5.0000 
GCSL
Interim Dividend - Rs. - 0.3000 
GRSE
Interim Dividend - Rs. - 7.9200 
INA
E.G.M.    
INDNIPPON
Interim Dividend - Rs. - 10.2500
ISCITRUST
Income Distribution (InvIT)  
KIRLOSENG
Interim Dividend - Rs. - 2.5000 
KSCL
Buy Back of Shares   
MODISONLTD
Interim Dividend - Rs. - 0.5000 
NATIONALUM
Interim Dividend - Rs. - 2.0000 
NICCOPAR
Interim Dividend - Rs. - 0.2000 
NIRLON
Interim Dividend - Rs. - 15.0000
PRIMINDE.G.M.    
REMLIFE
Stock  Split From Rs.5/- to Rs.1/-SANDESH
Interim Dividend - Rs. - 5.0000 
SAURASHCEM
Interim Dividend - Rs. - 1.0000 
SUNTV
Interim Dividend - Rs. - 2.5000 
TAPARIA
Interim Dividend - Rs. - 20.0000
UNIDT
Interim Dividend - Rs. - 0.6000 
XCHANGING
Interim Dividend - Rs. - 15.0000
ZYDUSLIFE
Buy Back of Shares  




*Today's Key Results/Board Meetings*
*23-Feb-24*



AGIIL
General  
BFLAFL
Increase in Authorised Capital  
BLSINFOTE
General  
ENKEIWHEL
Audited Results  
ESAFSFB
General  
FOSECOIND
Final Dividend;Audited Results 
PRIMIND
Issue Of Warrants  
RAIN
Audited Results  
SABTN
General  
SANOFI
Dividend;Audited Results  
TCC
Preferential Issue of shares;General 
VALECHAENG
Quarterly Results  
VANICOM
General



*Stock under F&O ban on NSE*
*23-Feb-24*




1 ABFRL
2 ASHOKLEY
3 BALRAMCHIN
4 BANDHANBNK
5 BIOCON
6 GMRINFRA
7 GNFC
8 HINDCOPPER
9 INDUSTOWER
10 NATIONALUM
11 PEL
12 PVRINOX
13 RBLBANK
14 SAIL
15 ZEEL