*Instl. Investors EQUITY Cash Trades PROV. - 01/06/2022 : Rs. CRS. :*

*FIIS : SELL -1,930 (6,446-8,376)*

*DIIS : BUY +984 (5,457-4,473)*

*SGX Nifty -90 pts (16440) from last trade 16530 ,*


Nikkei -55 pts ,
Hangseng -253 pts ,
Now @7.10am .


Dow -176.89 pts ,Nsdq -86.93 pts, S&P
-30.92 pts , Bovespa +9 pts , Ftse -74 pts , Dax -47 pts , Cac -49 pts , Crude @ $111.84 brl (-3.45), Brent @ $112.84 brl (-3.46) , Gold @ 1850.30 (+1.60), Silver @ $21.845 (-0.07), Euro @ $1.0654, JPY @ $129.99,  INR @ 77.545





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




ASAHISONG
Buy Back of Shares
CASTROLIND
Final Dividend - Rs. - 3.0000
IMAGICAA
E.G.M.
KALLAM
Right Issue of Equity Shares
MISHTANN
Bonus issue 1:1
PAGEIND
Interim Dividend - Rs. - 70.0000
ROJL
Bonus issue 82:32
SMAUTO
Interim Dividend - Rs. - 1.2500
TATACOFFEE
Dividend - Rs. - 2.0000
TATAINVEST
Final Dividend - Rs. - 55.0000





*Today's Key Results/Board Meetings*
*2-Jun-22*




AKI
Bonus issue;Increase in Authorised Capital;General;Preferential Issue of shares
DDIL
General




*Stock under F&O ban on NSE*
*2-Jun-22*



None

*Business News Headlines*🇮🇳

*Economic Times*

Ø Vedanta's committee of directors to consider raising up to Rs 4,100 cr via debentures
Ø Reliance signs JV with Plastic Legno, to acquire 40% in its toy manufacturing business
Ø Rakesh Jhunjhunwala sells 25 lakh shares of Delta Corp; stake falls to 6.2%
Ø HDFC merger has the blessings of PMO, RBI: Sashidhar Jagdishan
Ø Sula Vineyards plans IPO of upto Rs 1,400 cr
Ø Tea companies refuse to pick orders on high chemical content
Ø Govt collects Rs 1.41 lakh crore GST in May
Ø India cuts base import price of palm oil; raises soyoil price
Ø Concession period hiked to 45 yrs for proposed multi-modal logistics parks
Ø Lenders to consider loan settlement proposal of RFL: Religare
Ø Shareholders raise concerns over Dhanlaxmi Bank's financial health, rising expenses
Ø Global semiconductor shortage likely to last through 2023

*Business Standard*

Ø Zee can participate in IPL e-auction on its own, says MD Punit Goenka
Ø India's FMCG sector grows at 6% in Q4; volumes contract on low consumption
Ø Record renewable energy output helps India ease coal shortage in May
Ø IMD raises 2022 monsoon forecast to 103% of LPA on likely La Nina effect
Ø M&M reports over 200% surge in total sales at 53,726 units in May
Ø DGCA fines SpiceJet Rs 10 lakh for training pilots on faulty simulator
Ø Pvt refiners profit from cheap Russian crude, state refiners suffer
Ø PayMate India files papers with Sebi to raise Rs 1,500 cr through IPO
Ø Power sector crisis could become a drag on India's economic growth
Ø Thematic returns score over pure equity funds in past year, shows data

*Financial Express*

Ø NSE utilises Saas firm Qlik for managing compliance monitoring
Ø Sebi levies Rs 57 lakh fine on 6 entities for facilitating front running activities
Ø Passenger vehicle sales see muted growth, supply-demand mismatch may ring heavy for OEMs
Ø Adani Enterprises may enter Nifty 50 in next semi-annual index review, LIC could see Nifty next 50 inclusion
Ø JSW Steel to expand capacity to 36 mtpa, invest Rs 20,000 crore
Ø Individual settles case with Sebi in Religare
Ø Safety hazard: DGCA imposes Rs 10 lakh fine on SpiceJet for faulty training of Max aircraft pilots
Ø Sun Pharma reports Q4 net loss at Rs 2,277 cr
Ø Reliance Industries’s CSR spend in FY22 at Rs 1,185 crore
Ø Union Minister Piyush Goyal tells stakeholders to resolve cotton price issue
Ø High inflation rate in India and challenges being posed by it

Investors Meetings on June 2

UltraTech Cement: The company's officials will meet Oaktree Capital Management.

Prince Pipes and Fittings: The company's officials will attend B&K Securities Annual Investor Conference - Trinity India 2022.

Fine Organic Industries: The company's officials will attend B&K Securities Annual Investor Conference - Trinity India 2022.

TTK Prestige: The company's officials will attend B&K Securities Annual Investor Conference - Trinity India 2022.

Allcargo Logistics: The company's officials will attend B&K Securities Annual Investor Conference - Trinity India 2022.

NIIT: The company's officials will attend B&K Securities Annual Investor Conference - Trinity India 2022.

Arvind Fashions: The company's officials will attend B&K Securities Annual Investor Conference - Trinity India 2022.

Zee Entertainment Enterprises: The company's officials will attend B&K Securities Annual Investor Conference - Trinity India 2022.

IRCTC: The company's officials will meet Sumitomo Mitsui DS Asset Management, Hongkong.

Axiscades Technologies: The company's
officials will meet investors.

Stocks in News

Delta Corp: Subsidiary Delta Pleasure Cruise Company has commenced management of operations of the casino at the hotel "The Zuri White Sands Goa, Resort and Casino", situated at Pedda Varca Salcete, Goa. With the commencement of operations of this casino by DPCCPL (subsidiary), the company and its subsidiaries now operate five casinos in Goa.

Butterfly Gandhimathi Appliances: CRISIL has upgraded its long term rating on the company to 'AA' from 'A-', and short term rating to 'A1+' from 'A2+'.

Eicher Motors: The company sold 63,643 units of Royal Enfield in May 2022, registering a growth of 133 percent compared to 27,294 units sold in same month last year. In year-ago month, several states had imposed lockdowns to control the spread of Covid virus. Eicher exported 10,118 units in May 2022, up by 40 percent over 7,221 units sold in corresponding month last year.

Mold-Tek Packaging: Ashish R Kacholia & PAC (Himalaya Finance and Investment Company) sold 2.25 percent equity stake in the company via open market transactions on May 31. With this, their shareholding in the company stands reduced to 4.55 percent, down from 6.8 percent earlier.

Knowledge Marine & Engineering Works: The company has received a contract from Dredging Corporation of India, for 'capital dredging at Mangrol Fishing Harbour Phase III Part B', for a tenure of 12 months. The project cost is Rs 67.85 crore.

Mishtann Foods: Mishtann Foods has seen good response for Mishtann Pink Rock Salt and has bagged orders from major retail stores for 1700 metric tonnes. The supply of these orders will commence from July 2022.

Reliance Industries: Reliance Brands and Plastic Legno SPA have signed a joint venture through which Reliance Brands will acquire a 40 percent stake in Plastic Legno SPA's toy manufacturing business in India. Plastic Legno SPA is owned by the Sunino group that boasts of more than 25 years of toy production experience in Europe. This investment by Reliance Brands will bring in vertical integration for Reliance Brands' toy business and help diversify the supply chain with a long-term strategic interest in building toy manufacturing in India.

• India’s May GST Collections Rise 44% Y/y to 1.41T Rupees
• Ashwani Bhatia Takes Charge as Whole-Time Member at India’s SEBI
• ASIA OIL PRODUCTS: Indian Fuel Sales; Sri Lanka Seeks Imports
• QATAR TANKER TRACKER: May Flows Shrink as Japan, India Plunge
• India Company Bond Sales to Remain Benign on Muted Capex: Ind-Ra
• IShares MSCI India Suffers Daily Outflow of $173.4 Million
• Global Funds Sell Net INR19.3B of India Stocks Wednesday: NSE
o Domestic funds buy net 9.84b rupees of stocks
• Foreign Investors Sell Net INR9.95B of India Equities on Tuesday
• Foreigners Sell Net INR29.2B Indian Equity Derivatives Wednesday
• Gold Edges Higher as Traders Assess Fed Tightening Path
• Dollar Rises Along With Yields; Yen Leads Losses: Inside G-10
• Indian Opposition’s Gandhis Summoned in Corruption Case
• Bengaluru to host global conference for startups from June 2: PTI
• Coal loading to power houses increased by 28% in May as compared to last year: Rlys: PTI
• Ashoka Buildcon (ASBL): Gets INR973.7m per conciliation pact with NHAI
• Balaji Amines (BLA): Unit Balaji Speciality Chemicals approves raising up to INR2.5b in IPO fresh issue
• Delta Corp (DELTA): Billionaire Jhunjhunwala Cuts Stake in Casino-Operator Delta
• Eicher Motors (EIM):May Motorcycle Sales 63,643 Units Vs. 27,294 Y/y
• Hero Motocorp (HMCL):May Vehicle Sales 486,704 Units Vs. 183,044 Y/y
• Indian Bank (INBK): Raises TBLR lending rate 70-90 bps and MCLR lending rate 10-25 bps across tenors
• IndusInd Bank (IIB): Sold part holding in Birla Tyres on May 30, 31, reduces its stake to 3.87%
• Maruti Suzuki India (MSIL) May production 164,859 units vs 40,924 Y/y
• Reliance Industries (RIL): Says unit Reliance Brands to Buy 40% in Plastic Legno’s India Toy Business
• Religare Enterprises (RELG): Religare Finvest lenders agree to consider one-time settlement
• Welspun Corp (WLCO): Says unit East Pipes Integrated Co. in Saudi Arabia wins SAR 490M contract

*🔹INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 02-06-2022 :*

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

*TOTAL NET SELL : -2298* 😢

*INDEX FUT. : -1349*

*INDEX OPT. : -1511*

*STOCK FUT. : +613*

*STOCK OPT. : -51*


*🔹INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 02-JUN-22 : (Rs. CRS )*

*FIIS : SELL -452 (7,132-7,583)* 😔

*DIIS : BUY +130 (4,677-4,546)* 🙂

*BSE SENSEX : +437 (55,818)🔽*

*NSE NIFTY : +105 (16,627)🔼*

*BSE MIDCAP. : -09 (23,111)*🔽

*BSE SMLCAP. : +160 (26,695)*🔼

*B. CRUDE : $ 113.22 (5pm)* 🔽 😄😄

*GOLD: $1856=INR 52150(10gr)(5pm)*🔼😊

*SILVER :* *RS. 62,330 (kg) (5pm) 🔼 😄*

*FOREX : RS. : $ 77.6050* 🔽 😔

*6.54% GOI '32 : 7.4342% (93.92)* 🔼 😔

*5.74% GOI '26 : 7.1847% (94.5750)* 🔼 😔

*6.67% GOI '35 : 7.5897% (92.30)* 🔼 😔

*SGX Nifty +135 pts (16765) from last trade 16630 ,*


Nikkei +228 pts ,
Hangseng clsd ,
Now @6.55am .


Dow +435.05 pts ,Nsdq +322.44 pts, S&P
+75.59 pts , Bovespa +1032 pts , Ftse Clsd , Dax +144 pts , Cac +81 pts , Crude @ $117.51 brl (+0.64), Brent @ $117.61 brl (-0.00) , Gold @ 1873.10 (+1.70), Silver @ $22.42 (+0.01), Euro @ $1.0747, JPY @ $129.95,  INR @ 77.385





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



AYOME
E.G.M.
TORNTPHARM
Final Dividend - Rs. - 8.0000
TORNTPHARM
Special Dividend - Rs. - 15.0000




*Today's Key Results/Board Meetings*
*3-Jun-22*



ASHNI
General
HDIL
Quarterly Results
KOCL
General
OPTOCIRCUI
Quarterly Results
SUPRAP
General




*Stock under F&O ban on NSE*
*3-Jun-22*



None

*Business News Headlines*🇮🇳

*Economic Times*

Ø Centre may invite fresh bids for CEL after charges of rigging
Ø Draft cabinet note issued for listing of 25% shares of Coal India arm
Ø Tata Motors inches closer to Hyundai in race for number two spot
Ø SBI revises up FY23 economic growth forecast to 7.5%
Ø Inflation and wheat, sugar export ban dampen consumer sentiment
Ø Tea companies refuse to pick orders on high chemical content
Ø India's Q1 growth seen in double digits but inflation, crude prices pose risks
Ø NIIF may acquire Ashoka Buildcon toll road company for Rs 1,000 crore
Ø Good monsoon outlook in India tempers fears of rice export curbs
Ø Concession period hiked to 45 yrs for proposed multi-modal logistics parks
Ø Some transactions could be excluded from crypto tax
Ø Global semiconductor shortage likely to last through 2023

*Business Standard*

Ø UltraTech announces Rs 12,886 cr capex plan as competition grows in cement
Ø YES Bank board approves buyback of overseas bonds up to $200 mn
Ø Govt to issue framework to stop restaurants from levying service charge
Ø Vadodara: Massive fire breaks out at Deepak Nitrite's plant, 7 hospitalised
Ø Freight rates in May fall but transporters defer fleet expansion plans
Ø Decline in coal imports in FY22 due to less buying by power sector: Govt
Ø Pvt refiners profit from cheap Russian crude, state refiners suffer
Ø ONGC applies for mining license to discover oil fields in Samastipur, Buxar
Ø Mittals looking to raise $2 bn to buy portion of Singtel stake in Airtel
Ø Knowledge Marine bags Rs 70-cr order from Dredging Corporation

*Financial Express*

Ø Principal MF ceases to exist as mutual fund: Sebi
Ø Individual settles case with Sebi in Religare
Ø LIC, Adani Wilmar stocks likely to get large-cap tag in AMFI’s next review, SAIL may be revised as mid-cap
Ø Illegal variety occupies about a fifth of GM cotton seed market
Ø JSW Steel to expand capacity to 36 mtpa, invest Rs 20,000 crore
Ø Individual settles case with Sebi in Religare
Ø LIC’s gains from equity investments improve 16.6%
Ø Amazon to pull Kindle out of China, other businesses to remain
Ø Cipla adds capacity of a captive renewable energy power plants in Maharashtra and Karnataka
Ø BSNL seeks spectrum worth Rs 61,000 crore in premium 700 Mhz frequency, prime 5G band
Ø High inflation rate in India and challenges being posed by it

🌹India Daybook – Stocks in News


UltraTech Cement: Company announces Rs. 12,886 crores investment towards 22.6 MTPA capacit. (Positive)

GR Infraprojects: Company signs concession pact with NHAI for road project. (Positive)

Castrol: MG Motor India & Castrol India set to collaborate with Jio-bp to explore mobility solutions for electriccars. (Positive)

Godrej Ind: Company invests Rs 690 cr in arm Godrej Capital (Positive)

Reliance Ind: Mukesh Ambani and Apollo close in on Boots buyout (Positive)

Yes Bank: Committee approves tender offer to repurchase notes up to $200 m (Positive)

Coal India: Coal import declines to 209 MT in 2021-22 against 248 MT in 2019-20 (Positive)

Ashoka Buildcon: NIIF may acquire toll road company for Rs 1,000 crore (Positive)

Tata Motors: Pips Hyundai in May to take number 2 carmaker slot (Positive)

Vishwaraj Sugar: Societe Generale bought 12,43,456 equity shares in the company via open market transactions (Positive)

Prudent: Promoter and persons acting in concert (PACs) acquired 4.25 lakh equity shares (Positive)

Kotak Bank: Kotak Aims to Add a Million Users to New Multi-Product App (Positive)

Bajaj Finance: Co’s MSCI ESG Rating Raised to A from BBB (Positive)

Arvind: Birla Sunlife Insurance Company sold 16,29,479 equity shares in the company via open market transactions. (Neutral)

MTAR Technologies: The defence company has entered into a Share Purchase Agreement with sellers and GEE PEE Aerospace & Defence (Neutral)

Fiem Industries: Elevation Capital V FII Holdings sold a 2.16 percent equity stake in the company via open market transactions. (Negative)

Deepak NTR: An explosion, followed by fire, occurred at Deepak Nitrite Company in Nandesari GIDC in Vadodara, (Negative)

"Exclusive-Musk feels 'super bad' about economy, needs to cut 10% of Tesla jobs"

https://www.investing.com/news/stock-market-news/exclusivemusk-says-tesla-needs-to-cut-staff-by-10-pauses-all-hiring-2833144

NOW INFLATION IS HURTING CORPORATES.

*🔹INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 03-06-2022 :*

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

*TOTAL NET BUY : +7369* 😄😄

*INDEX FUT. : +187*

*INDEX OPT. : +4253*

*STOCK FUT. : +3087*

*STOCK OPT. : -158*

*🔹SEC. IN F&O BAN FOR, 06 JUNE, 2022 :*

*NIL*

*ADDITION : NIL*
*DELETION : NIL*

*🔹INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 03-JUN-22 : (Rs. CRS )*

*FIIS : SELL -3,770 (5,805-9,575)* 😢

*DIIS : BUY +2,360 (6,890-4,530)* 😄

*BSE SENSEX : -49 (55,769)🔽*

*NSE NIFTY : -43 (16,584)🔽*

*BSE MIDCAP. : -336 (22,775)*🔽

*BSE SMLCAP. : -311 (26,384)*🔽

*B. CRUDE : $ 117.20 (5pm)* 🔼 😭😭

*GOLD: $1866=INR 52450(10gr)(5pm)*🔼🙂

*SILVER :* *RS. 62,700 (kg) (5pm) 🔼 🙂*

*FOREX : RS. : $ 77.6225* 🔽 😔

*6.54% GOI '32 : 7.4570% (93.7750)* 🔼 😔

*5.74% GOI '26 : 7.2194% (94.4575)* 🔼 😔

*6.67% GOI '35 : 7.6256% (92.02)* 🔼 😔

SEBI revokes securities market ban on Poonawalla Finance's MD Abhay Bhutada in insider trading case

https://www.moneycontrol.com/news/business/markets/sebi-revokes-securities-market-ban-on-poonawalla-finances-md-abhay-bhutada-in-insider-trading-case-8639071.html

FIIs DIIs

If I am an FII,
I have lots of cash holding of stocks...
Now I can do multiple things with it,
In a bullish market-
1)Keep holding it and hedge them with Index put options...
2) Sell out of the money call options and if it goes in risk, exit the holding and pay MTM off...
In bearish Market-
1) Keep selling in futures, so that the value decline in cash holdings is offset...
2) sell in futures and dump the stocks even more and square off at even a lower level, and then again buy stocks...
In a sideways market-
1) buy puts, to protect downside...
2) sell futures offset with cash holdings
3) buy call options to earn any upside...

Current scenario is of sideways market... And the data sheet data gets circulated regarding pro fii dii positions, doesnt include their holdings in cash, that's why most of the reading of people is not correct...
Hope now you will be able to understand that data better...
FIIs are hedged on 2 legs and take profit on only one leg

If I am a DII-
Whether I am mutual fund, lic, bank, nbfc, pension fund,
I am not allowed to take any naked position in derivatives...
And cash buying and selling will only depend on my investment policy and money inflow or outflow from public on a given day...

If I am a Pro-
I am liquidity provider of the system and I have my Algo and HFT(High frequency trading) systems in place, most of the orders in the system is because of me but not all trades belong to me...
And I dont create wall like FIIs or DIIs,
I play the frequency and momentum through my algo systems


If I am client-
If I am an HNI, I play futures and hedge it with options and use my holdings as margin to the broker...
My cash is parked in debt funds or FDs, at times my FDs are also given to broker as margin...

If I am retail client-
I want to become rich as soon as possible, realising that stock market is solution of every problem... But then I am introduced to tipsters and people selling Holy Grail...
And then I either loose some money or earn some money... But what makes me different from all the other players is, I have a burden of emotion, which is my biggest enemy...
And whether I am a Investor or trader, I always forget logical thinking and rely on emotions...
Thats why I sell stock when it is going up and I buy them when they have already formed top...
In trading I take a position and then think whether its right or wrong...
Not realising that stoploss is not there and I loose money for my next 4 trades by not putting stoplosses.

ISSUED IN PUBLIC INTEREST...

Mkt. Updates :

SGX Nifty -101 pts (16500) from last trade 16601 ,

Nikkei -36 pts ,
Hangseng +200 pts ,
Now @6.52am .

Dow -348.58 pts ,Nsdq -304.16 pts, S&P
-68.28 pts , Bovespa -1290 pts , Ftse Clsd , Dax -25 pts , Cac -15 pts , Crude @ $120.48 brl (+1.61), Brent @ $121.51 brl (+1.79) , Gold @ 1855.30 (+5.10), Silver @ $21.95 (+0.04), Euro @ $1.0727, JPY @ $130.37,  INR @ 77.595


US GOVT. 10-YEAR YIELD : 2.94%


Today's Corporate Action
6th June Ex Date

GALLISPAT
Amalgamation
APCOTEXIND
Final Dividend - Rs. - 3.0000
AUROPHARMA
Interim Dividend - Rs. - 4.5000
FAZE3Q
Interim Dividend - Rs. - 0.5000
INEOSSTYRO
Interim Dividend - Rs. - 105.0000
MMFL
Interim Dividend - Rs. - 6.0000
NINSYS
Bonus issue 1:2
RALLIS
Final Dividend - Rs. - 3.0000
VBL
Bonus issue 1:2
ZSATYASL
#AlliesFin
Right Issue of Equity Shares


Today's Key Results/Board Meetings, 06-Jun-22 :

ALPHA
Audited Results
APTPACK
Audited Results
ARIHANTINS
Audited Results
CHADPAP
Audited Results
CINEVISTA
Audited Results;Quarterly Results
GNA
General
GOODLUCK
Issue Of Warrants
HLEGLAS
Stock  Split;General
INDAGIV
Audited Results;General
KRANTI
General
MPL
General
ROJL
Bonus issue;General
SBICARD
General
TRISHAKT
General
URJAGLOBA
Audited Results;General
VIRTUALG
Audited Results
WHITEORG
Right Issue of Equity Shares
ZDHJERK
General


*SEC. IN F&O BAN FOR, 06 JUNE, 2022 :*

*NIL*

*ADDITION : NIL*
*DELETION : NIL*