*🔹INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 04-08-2022 :*

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

*TOTAL NET BUY : +1164* 😄

*INDEX FUT. : -829*

*INDEX OPT. : +1129*

*STOCK FUT. : +701*

*STOCK OPT. : +163*

*🔹SEC. IN F&O BAN FOR, 05 AUG , 2022 :*

*1. ESCORTS*

*ADDITION : NIL*
*DELETION : NIL*

*🔹INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 04-AUG-22 : (Rs. CRS )*

*FIIS : BUY +1,475 (8,705-7,230)* 😄

*DIIS : SELL -47 (5,255-5,302)* 😔

*BSE SENSEX : -52 (58,299)🔽*

*NSE NIFTY : -06 (17,382)🔽*

*BSE MIDCAP. : +70 (24,458)*🔼

*BSE SMLCAP. : +70 (27,541)*🔼

*B. CRUDE : $ 95.35* 🔽 😄😀

*GOLD: $1785=INR 51,970(10gr)* 🔼 😊

*SILVER :* *RS. 58,000 (kg) (5pm) 🔼 🙂*

*FOREX : RS. : $ 79.4650* 🔽 😩

*6.54% GOI '32 : 7.1566% (95.8125)* 🔽 😀

*5.74% GOI '26 : 6.8028% (96.10)* 🔽 😊

*7.54% GOI '36 : 7.3724% (101.42)* 🔽 😄

*SGX Nifty +81 pts (17451) from last trade 17370 ,*


Nikkei +111 pts ,
Hangseng +109 pts ,
Now @6.53am .


Dow -85.68 pts ,Nsdq +52.42 pts, S&P
-3.23 pts, Bovespa +2117 pts , Ftse +2 pts , Dax +75 pts , Cac +41 pts , Crude @ $88.44 brl (-0.10), Brent @ $93.96 brl (-0.16) , Gold @ 1809.70 (+2.80), Silver @ $20.185 (+0.06), Euro @ $1.0233, JPY @ $132.95,  INR @ 79.155





*Today's Corporate Action*
*5th Aug Ex Date*




CENTENKA
Dividend - Rs. - 10.0000
SANOFI
Special Dividend






*Stock under F&O ban on NSE*
*5-Aug-22*



1ESCORTS

*Good Morning*

• India’s rate-setting panel headed by RBI Governor Shaktikanta Das will probably raise the benchmark interest rate by 50 basis points to 5.40%
o India Rates to Return to Pre- Pandemic Levels: Decision Guide
• India Seeks Wider Authority Over Global M&A With Antitrust Law
o Bill may be placed before parliament as early as Friday
• India’s REC Gives $2.8 Billion Loan to Help Repay Power Dues
• India Scampers for LNG as Ex-Gazprom Unit Falters on Supplies
• AD Ports, Adani Ports Sign MoU on Tanzania Logistics Investments
• Flour Millers in India Seek Abolition of Wheat Import Levy
• Vodafone Idea Sees Scope for Further Tariff Hike Before 2022-End
• India SEBI Orders Future Retail Forensic Audit, Group Cos Say
• Emerging Economies 2Q GDP Forecast Declines
• Foreign Investors Buy Net INR39.7B of Indian Equities Wednesday
• Global Funds Buy Net 14.7B Rupees of India Stocks Aug. 4 : NSE
• Saudis Signal Oil Market Will Stay Tight With Price Hike
• Oil Falls Below $90 for First Time Since War as Demand Slows
• China Likely Fired Missiles Over Taiwan in Drills, Japan Says
• BOE Governor Bailey Says Pound’s Drop Is ‘Not a Crisis’ for Now
• Maharashtra cabinet expansion will take place before August 15: PTI
• India successfully test fires laser-guided anti-tank guided missiles: PTI
• Go First’s flight to Chandigarh returns to Ahmedabad after suffering bird hit: PTI
• Odisha approves investment proposals worth 22.5b rupees: PTI
• Adani Enterprises (ADE): 1Q net income +73% Y/y to 4.69B rupees; Revenue 408.4b vs. 125.8b y/y
o Adani Plans to Build Hotels, Shops on Haifa Seafront: Globes
• Adani Ports (ADSEZ): Sign accord with AD Ports group for Tanzania investments
• Alembic Pharma (ALPM): 1Q net loss 658.8m rupees vs. profit 1.65b y/y, est. profit 1.79b; revenue -5.3% to 12.6b
• Axis Bank (AXSB): Says Agreement for Planned Sale of UK Unit Terminated
• Balkrishna Industries (BIL): 1Q net income 3.2B rupees Vs. 3.31B Y/y; revenue +46% to 26.5b
• BEML (BEML): Executed INR6.63b of orders in 1Q; orders book at INR91b
• Berger Paints (BRGR): 1Q Net Income +81% Y/y to 2.53b rupees, est. 2.25b; revenue +54% to 27.6br
• Bharat Electronics (BHE): To give two free shares for each held after approvals
• Blue Star (BLSTR): 1Q Net Income 742.5m rupees vs. 126.9m Y/y, est. 805.7m; revenue +88% to 19.7b
• Britannia Industries (BRIT): 1Q Net Income -14% Y/y to 3.37b rupees, misses est. 3.95b; revenue +9% to 37b
• Central Depository (CDSL): Says its active Demat accounts has crossed the 70m
• Container Corp (CCRI): 1Q net income +14% Y/y to 2.91b rupees, revenue +9.4% to 19.8b
• Dabur India (DABUR): 1Q Net Income +0.7% Y/y to 4.4b rupees, est. 4.31b; revenue +8% to 28.2b
• Dalmia Bharat (DALBHARA): 1Q Net Income -27% Y/y to 1.96b rupees, -27% beats est. 1.44b; revenue +27% to 33b
• Edelweiss Financial (EDEL): 1Q Net Income 263.8M Rupees Vs. 180.9M Rupees Y/y
• Gujarat State Petronet (GUJS): 1Q net income 2.35B rupees Vs. 2.32B Y/y
• Hindustan Construction (HCC): Plans INR5b QIP of shares; approves INR8.41b bonds issue to lenders
• JB Chemicals & Pharma (JBCP): 1Q Net Income -12% Y/y to 1.05b rupees, beats est. 920.3m; revenue +29% to 7.85b
• LIC Housing (LICHF): 1Q net income 9.25B rupees Vs. 1.53B Y/y; Revenue +9% to 52.9b
• Manappuram Finance (MGFL): 1Q net income -35% Y/y to 2.82b rupees, misses est. 4.29b; revenue -4% to 15b
• REC Ltd. (RECL): 1Q net income 24.5B rupees Vs. 22.5B Y/y; revenue -0.5% to 94.6b
• Reliance Industries (RIL): Unit in India franchise pact with Balenciaga

*🔹INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 05-08-2022 :*

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

*TOTAL NET SELL : -616* 😩

*INDEX FUT. : +902*

*INDEX OPT. : -2301*

*STOCK FUT. : +850*

*STOCK OPT. : -67*

*🔹SEC. IN F&O BAN FOR, 08 AUG, 2022 :*

*1. ESCORTS 2. DELTACORP 3. BALRAMCHIN*

*ADDITION : DELTACORP, BALRAMCHIN*
*DELETION : NIL*

*🔹INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 05-AUG-22 : (Rs. CRS )*

*FIIS : BUY +1,606 (8,349-6,743)* 😀

*DIIS : SELL -496 (7,260-7,756)* 😔

*BSE SENSEX : +89 (58,388)🔼*

*NSE NIFTY : +15 (17,397)🔼*

*BSE MIDCAP. : +21 (24,479)*🔼

*BSE SMLCAP. : +63 (27,604)*🔼

*B. CRUDE : $ 94.77* 🔽 🙂

*GOLD: $1776=INR 51,580(10gr)* 🔽 😔

*SILVER :* *RS. 58,450 (kg) (5pm) 🔼 🙂*

*FOREX : RS. : $ 79.23* 🔼 😊

*6.54% GOI '32 : 7.3005% (94.87)* 🔼 😭

*5.74% GOI '26 : 6.9199% (95.69)* 🔼 😩

*7.54% GOI '36 : 7.4972% (100.3475)* 🔼 😭

Pranam,

Greetings from Allies Fin Serve

Invitation to Join,

The Financial Well-Being…

Save… Invest… Protect…

Take a SIP of Life

Online Presentation Schedule:
Date: Sat 06 August 2022
11:00 a.m. To 12:00 noon


So join us and give yourselves the TFWB Edge…

Open for all Pre Book Your Seat
https://wa.me/919869958999

for more updates join whatsapp group
https://chat.whatsapp.com/GzgmMBBIq5NCPFHgbtFz2Z

NaMaste!!!
US Markets in Detail...
Have A Great Weekend!!!

SGX: 17,340 (-84) (-0.48%)

Provisional Cash Rs. In Crs. (5th Aug)
FIIs +1,606 (8,349 – 6,743)
DIIs -496 (7,261 – 7,757)

Today’s Major Corporate Results:
AMARAJABAT, BIRLACORPN, BPCL, HINDPETRO, IOB, IPL, JAGRAN, MGL, ROSSARI, SBIN, TARSONS, TEGA, VINATIORGA, etc

Sensex: 58,388: +89: +0.15%
Nifty: 17,398: +16: +0.09%
BankNifty: 37,921: +165: +0.44%
NiftyIT: 29,974: +191: +0.64%
MIDCAP: 24,479: +21: +0.09%
Dow: 32,803: +77: +0.23%
S&P: 4,145 (-7) (-0.16%)
Nas: 12,658 (-63) (-0.50%)
Brazil: 106,472: +580: +0.55%
Ftse: 7,440 (-8) (-0.11%)
Dax: 13,574 (-89) (-0.65%)
Cac: 6,472 (-41) (-0.63%)
MOEX: 2,054 (-62) (-2.94%)
WTI Oil: $89.01: +0.53%
Brnt: $94.92: +0.85%
Gold: $1,791 (-16) (-0.87%)
Silver: $19.84: +1.39%
Copper: $355: +7: +2.03%
Copper (LME): $7,728: +50: +0.65%
Alluminum (LME): $2,403: +25: +1.05%
Zinc (LM): $3,451: +174: +5.29%
Tin (LME): $24,545: +300: +1.24%
Eur-$: 1.0183
GBP-$: 1.2073
Jpy-$: 135.01
Re: 79.2413 (-0.29%)
USD- RUB: 61.0135 (-1.23%)
US10yr: 2.83%
GIND10YR: 7.300: +2%
$ Index: 106.5770: +0.84%
US Vix: 21.15 (-1.35%)
India Vix: 18.91 (-1.82%)
BalticDry: 1,603 (-128) (-7.39%)

*ADR/GDR*

Cogni (-0.03%)
Infy: +0.79%
Wit (-0.36%)
IciciBk: +2.02%
HdfcBk: +0.61%
DrRdy: +0.42%
TataMo (-1.18%)
TatSt (-0.37%)
Axis: +1.10%
SBI (-0.60%)
RIGD (-2.17%)
INDA (-0.56%) (IShares MSCI INDIA ETF)
INDY (-0.27%) (IShares MSCI INDIA 50 ETF)
EPI (-0.50%) (Wisdom Tree India Earning)
PIN (-0.61%) (Invesco India Etf)

*The S&P 500 ended lower on Friday, weighed down by Tesla and other technology-related stocks after a solid jobs report torpedoed recent optimism that the Federal Reserve might let up its aggressive campaign to reign in decades-high inflation. Nasdaq Composite, S&P 500 decline Friday, but book another week of gains. Data showed U.S. employers hired far more workers than expected in July, the 19th straight month of payrolls expansion, with the unemployment rate falling to a pre-pandemic low of 3.5%.*

Losses were offset by bank stocks, which rose on hopes that interest rate hikes will continue at a solid clip. Energy stocks also gained, but technology companies slumped.

U.S. stocks closed mostly lower Friday, though closed at days high after a much stronger-than-expected reading on July employment reinforced expectations for the Federal Reserve to keep aggressively raising interest rates in its bid to rein in inflation.

*The strong jobs report validated the Fed’s view of a resilient economy that can withstand additional interest-rate hikes. Traders have now recalibrated expectations for Fed policy, with a hike of three-quarters of a percentage point the more likely scenario at the September meeting as the central bank battles inflation.*

Surging inflation, the war in Ukraine, Europe's energy crisis and COVID-19 flare-ups in China have rattled investors this year.

A largely upbeat second-quarter earnings season has helped the S&P 500 bounce back by about 13% from its mid-June lows after a rough first-half performance.

*The gap between 2-year Treasury yields and 10-year Treasury yields snapped to the widest since the year 2000 in Friday trading.*

*Both yields rose after the strong July jobs report ignited worries the Federal Reserve would be more aggressive about hiking interest rates to combat inflation.*

*The two yields were about 40 basis points apart, with the 2-year higher than the 10-year. When the shorter duration yield is higher, it is viewed by Wall Street as a recession warning.*

*The last time it was this inverted in 2s/10s, you have to go back to 2000, and that was a much different overall rate environment. We got as inverted as negative 56 during that episode.*

Oil prices eked out a slight gain on Friday, but ended the week sharply lower as recession fears and concerns around a slowdown in demand weighs.

*The second-quarter earnings season is winding down with 87% S&P 500 companies having reported results. Among those firms, 75% reported a positive EPS surprise, according to FactSet.*

We’ve got most of the second-quarter earnings out of the way now. There’s not been any real disasters.

*So far, the earnings growth for the S&P 500 is 6.7%. If 6.7% is the actual growth rate for the quarter, it will mark the lowest earnings growth rate reported by the index since the fourth quarter of 2020, according to FactSet.*

*For the week, the Dow edged down 0.1%, while the S&P 500 rose 0.4% and the technology-heavy Nasdaq gained 2.2%, according to FactSet data. The Nasdaq and S&P 500 each rose for a third straight week, while the Dow snapped two straight weeks of gains, according to Dow Jones Market Data.*

*Volume on U.S. exchanges was relatively light, with 10.6 billion shares traded, compared to an average of 10.8 billion shares over the previous 20 sessions.*

*What drove markets?*
Stocks mostly fell Friday after a surprisingly strong jobs report worried investors that the Federal Reserve may need to keep up its aggressive interest rate hikes to the cool economy and tame inflation.

*The U.S. economy added 528,000 jobs in July, the Labor Department reported Friday, far exceeding the 258,000 consensus estimate. The unemployment rate ticked down to 3.5%, below the 3.6% estimate., matching the lowest level since the late 1960s, while average hourly earnings climbed 15 cents, or 0.5%, to $32.27.*

Announcements of layoffs by a number of high profile companies had earlier raised concerns that a robust labor market may be softening.

Stocks opened lower following the report, even as it seemed to indicate the economy was not currently in a recession. Job growth was expected to slow as the Fed continues to hike interest rates to tame inflation, but this report shows a labor market still running hot. That means the central bank may act more aggressively at its next meeting.

The report added to recent data painting an upbeat picture of the world's largest economy after it contracted in the first half of the year. That deflated investors' expectations that the Fed might let up in its series of rate hikes aimed at cooling the economy.

*Friday’s jobs report is a crucial one as it’s one of two the central bank will see before it decides how much to raise rates at its September meeting. Indeed, traders are already betting on a tougher stance from the Fed. Policy makers will have another jobs report and two more consumer price index numbers to weigh before the central bank makes its next rate decision.*

*This is all about the Fed. A very strong jobs report like we had puts pressure on the Fed to tighten for longer. The market is scared the Fed is going to overshoot again. If they tighten too sharply and too long, that's going to cause a hard landing, a deep recession."*

Friday’s jobs data triggered a sharp rise in U.S. Treasury yields and a lower stock-market opening as investors priced in prospects of further jumbo-sized rate hikes by the Federal Reserve until they see strong and long-lasting evidence that inflation was trending toward the Fed's 2% goal.

*Some analysts argue that the strong jobs data reinforces the idea that the economy can withstand aggressive Fed monetary tightening without falling into recession. Sharp falls in commodity prices, including oil, have meanwhile helped support the idea that inflation may be near a peak.*

*It puts 75 basis points squarely on the table for the Fed in September, referring to market expectations for another large rate hike at the central bank’s next meeting. The jobs report “ups the ante for the Fed and puts them in a position where it should be an easy call for them to continue to tighten.”*

*A handful of Fed officials this week reiterated the central bank’s resolve to bring down high prices. Among them is Fed St Louis President James Bullard, who has said he favors a strategy of front-loading big interest-rate hikes. That stance has likely strengthened after Friday’s job report, ruling out the possibility of a dovish pivot that Fed Chair Jerome Powell hinted at last week.*

This jobs report is consistent with an inflationary boom. The Fed has a lot more work to do and in an odd way, that the Fed needs to get more aggressive in pushing up rates, makes the hard-landing scenario more likely.

*Fed-funds futures traders priced in a 66.5% chance of a 75 basis point rate hike in September, up from 34% on Thursday. Traders see a 33.5% probability of a 50 basis point move when the Fed next meets on September 20-21.*

“The economy is clearly firing on all cylinders as this morning’s job report showed growth across all sectors. The release should quiet the bears in the room who have been crying recession in recent days.

Strong jobs growth and moderating price inflation should help extend the current relief rally through the end of the year.

*The monthly employment report, however, is a lagging indicator. And investors and policy makers still have lots of data to sift through between now and the Fed’s September policy meeting. The next reading of the U.S. consumer-price index will be released next week.*

Friday’s extremely strong jobs data suggests that many businesses are not allowing recession fears to stand in the way of hiring. The jury is out on whether this robust pace of hiring can continue as many large and small companies have recently taken steps to slow hiring or even layoff existing employees.

*We believe next Wednesday’s Consumer Price Index data will weigh more heavily on Federal Reserve policy than Friday’s jobs report, as fighting inflation is the Fed’s top focus. U.S. annual consumer prices expected to jump by 8.7% in July after a 9.1% rise in June.*

*Here’s what else Wall Street is saying about the jobs surprise:*

Win Thin, global head of currency strategy at Brown Brothers Harriman & Co:

“Odds of a 75 basis point move next month have shot up, as they should. We still get one more jobs report before the September FOMC but barring a disaster, I think 75 bp then is a done deal.”

Eric Theoret, global macro strategist at Manulife Investment Management:

“For the Fed, this report confirms the need to continue tightening and also endorses much of this week’s Fedspeak that sought to jawbone rate expectations. For markets, the report may pose a challenge for rate-sensitive equities like tech which had recently been leading in terms of sector performance.”

Seema Shah, chief strategist at Principal Global Investors:

“All the jobs lost during the pandemic have now been regained. But while that is positive news, markets will take today’s number as a timely reminder that there is significantly more Fed hiking still to come. Rates are going above 4% -- today’s number should put to bed any doubters.”

Peter Boockvar, chief investment officer at Bleakley Financial Group:

“This was a great number with the obvious big upside in hirings but when this is happening at the same time GDP is declining, it means productivity is plunging. Also, as the pace of firing is at the highest level in nine months, this pace of hiring is just not sustainable.”

Keith Lerner, co-chief investment officer at Truist Advisory Services:

“Some of the conviction levels around recession are somewhat less. And I think that’s offsetting the other side of the equation which is, OK, that means the Fed will have to be more aggressive. So that’s why you’re netting this out to be a flat day because it really comes down to people questioning their confidence that we were in a recession, which was the primary reason why we were down.”

Despite being the focus of the day for traders, the jobs report supposedly has little value for those trying to predict a recession because it’s backward-looking.

Corporate earnings, combined with thin liquidity that’s common in the summer, took the stock market on a ride this week. Many firms beat expectations and proved they could handle high inflation and a gloomy economic outlook. But investors have resumed shunning global stocks in favor of bonds, according to Bank of America Corp. strategists, who say it’s time to step back from US equities after July

US-China tension also remains among the uncertainties clouding the outlook. China announced it would halt cooperation with the US in a number of areas -- including working-level talks on climate change and defense -- after US House Speaker Nancy Pelosi’s trip to Taiwan this week. China also sent warships across the Taiwan Strait’s median line in the first such incursion in years, a day after likely firing missiles over the island.

West Texas Intermediate rose to near $90 a barrel, but remains on track for its biggest weekly decline since April. Gold fell and Bitcoin gained.

*Something interesting to read*
*Danger ahead: The U.S. economy has yet to face its biggest recession challenge*
https://www.cnbc.com/2022/08/05/danger-ahead-the-us-economy-has-yet-to-face-its-biggest-recession-challenge.html

*Which companies were in focus?*
• *Tesla Inc.* shareholders on Thursday approved a proposal expected to lead to a 3-for-1 stock split and sided with the company on most of the proposals up for a vote. Shares dropped 6.6%.
• Meme-stock favorite *AMC Entertainment Holdings Inc.* late Thursday announced a special dividend in the form of “Ape” preferred shares. AMC shares jumped 18.9%.
• Shares of *Twilio Inc. plunged 13.5%* after the software company’s outlook came in below Wall Street expectations following a reported beat in the previous quarter.
• *DoorDash Inc. shares fell 1.3%* after the company late Thursday reported continued growth in the second quarter, saying that its food-delivery business remains healthy despite economic uncertainty, though its loss was worse than what Wall Street expected.
• Shares of *Cloudfare Inc. soared 27.1%* after the cybersecurity company reported results late Thursday that topped Wall Street expectations and hiked its revenue outlook for the year.
• *Beyond Meat Inc. shares surged 21.9%* after UBS raised its price target. Shares had tumbled in early trade after the maker of plant-based meat substitutes posted on Thursday afternoon a larger-than-expected net loss and smaller-than-expected revenues, while announcing layoffs.
• *Block Inc. shares edged down 2.2%* after the payment-technology company late Thursday swung to a loss and projected that July volume growth for the Square seller business would be lower than what was expected in the second quarter when looking on a year-over-year basis.
• *Carvana Co. shares skyrocketed 40.1%* even as the used-car retailer missed expectations with its second-quarter revenue and logged a larger loss than analysts were anticipating. The company reported second-quarter sales volume of 117,564, up from 105,185 the previous quarter and 107,815 a year earlier. Shares are down almost 80% this year.

*The yield on the 10-year Treasury note jumped 16.4 basis points to 2.838%. Yields and debt prices move opposite each other.*

The Shanghai Composite ended with a gain of 1.2% Friday, but remained down 0.8% for the week. The Hang Seng Index in Hong Kong rose 0.1% Friday, bringing its weekly rise to 0.2%. Japan’s Nikkei 225 gained 0.9% Friday and climbed 1.3% for the week.

European markets closed lower on Friday afternoon after a key U.S. jobs report showed unexpected strength in the labor market.

*On the data front, French industrial output unexpectedly rose in June, posting a strong 1.4% monthly increase despite forecasts for a 0.2% contraction amid persistent supply chain problems and the energy crisis.*

*Currencies*
# The Bloomberg Dollar Spot Index rose 0.7%
# The euro fell 0.7% to $1.0178
# The British pound fell 0.8% to $1.2066
# The Japanese yen fell 1.7% to 135.10 per dollar

*Bonds*
# The yield on 10-year Treasuries advanced 15 basis points to 2.84%
# Germany’s 10-year yield advanced 15 basis points to 0.96%
# Britain’s 10-year yield advanced 16 basis points to 2.05%

*Commodities*
# West Texas Intermediate crude rose 0.4% to $88.91 a barrel
# Gold futures fell 0.9% to $1,790.50 an ounce

#BUSINESS #MOTIVATION .
#SUPPORT #FAMILY AND #FRIENDS BUSINESS. #ALLIESFIN #BHARAT

*SGX Nifty -55 pts (17360) from last trade 17415 ,*


Nikkei -44 pts ,
Hangseng -137 pts ,
Now @6.52am .


Dow +76.65 pts ,Nsdq -63.03 pts, S&P
-6.75 pts, Bovespa +579 pts , Ftse -8 pts , Dax -88 pts , Cac -41 pts , Crude @ $88.36 brl (-0.65), Brent @ $94.20 brl (-0.72) , Gold @ 1790.20 (-1.00), Silver @ $19.775 (-0.06), Euro @ $1.0165, JPY @ $135.21,  INR @ 79.365





*Today's Corporate Action*
*6th Aug Ex Date*




ALKEM
Final Dividend - Rs. - 4.0000
BEL
Final Dividend - Rs. - 1.5000
CASTROLIND
Interim Dividend - Rs. - 3.0000
CHENNPETRO
Final Dividend - Rs. - 2.0000
CIPLA
Dividend - Rs. - 5.0000
DBCORP
Interim Dividend - Rs. - 3.0000
GGENG
Right Issue of Equity Shares 
HIGHENE
Stock  Split From Rs.10/- to Rs.2/-
HONAUT
Dividend - Rs. - 90.0000
ICICIBANK
Final Dividend - Rs. - 5.0000
KRITIIND
Final Dividend - Rs. - 0.2000
KRITINUT
Final Dividend - Rs. - 0.1800
RJSHAH
Dividend - Rs. - 2.5000
RUPA
Dividend - Rs. - 3.0000
WSTCSTPAPR
Final Dividend - Rs. - 6.0000

NaMaste!!

*Good Morning*
• India Plans Contentious Law to Cut $75 Billion Utility Debt
• Indian Households Expect Inflation to Moderate, Says RBI Survey
• India Keeps Hawkish Stance After Delivering Half-Point Hike
• Indian Fuel Sellers Post Big Losses to Shield Customers
• Fintech Firm Paytm’s Quarterly Loss Widens Almost 70% on Costs
• India to Allow More Sugar Exports to Avoid Contract Defaults
• Sugar Futures Post Weekly Gain on Shrinking Brazilian Crop
• India Proposes Antitrust Law Revamp To Tighten Deals’ Scrutiny
• Binance CEO Denies Owning India’s Top Exchange Amid Asset Freeze
• UK Auto-Capital Mayor Wants India to Rev Up Motorcycle Industry
• India Official Reserves Rise After Four Weeks of Decrease
• Adani Ports to Report Results: Preview
• Bharti Airtel May Post Record Profit After Tariff Hike: Preview
• Global Funds Buy Net 16.1B Rupees of India Stocks Aug. 5 : NSE
o Domestic funds sell net 4.96b rupees of stocks
• Foreign Investors Buy Net INR17.3B of India Equities on Aug. 4
• Foreigners Sell Net INR6.16B of Indian Equity Derivatives Aug. 5Fails
• Affle India (AFFLE): 1Q net income +53% Y/y to 545.3m rupees, beats est. 517.5m; revenue 3.47b rupees vs. 1.52b
• Amara Raja Batteries (AMRJ): 1Q net income +5.6% Y/y to 1.31b rupees, est. 1.17b; revenue +39% to 26.2b
• Bharat Petroleum (BPCL): 1Q net loss 62.9B rupees, est. loss 22.9B; revenue +54% to 1.38T
• Coal India (COAL): To Seek Shareholders’ Approval for New Businesses; Plans Foray Into Lithium, Hydrogen, Battery Storage, Says in Annual Report
• Engineers India (ENGR): 1Q group net profit 648.1m rupees vs 26.8m Y/y; revenue 8.15b vs. 7.46b; to enter strategic pact with DEEP.KBB GmbH, for salt cavern projects
• Hindustan Petroleum (HPCL): 1Q net loss 102B rupees, est. loss 49.7B; revenue +57% to 1.21T
• Indian Overseas Bank (IOB): 1Q net income 3.92B Rupees Vs. 3.27B Y/y
• IRB Infrastructure (IRB): 1Q net income 3.63b rupees vs. 719.1m y/y, beats est. 738.2m; revenue +18% to 19.2b
• Mahanagar Gas (MAHGL): 1Q net income -9.3% Y/y to 1.85 billion rupees, beats est. 1.42b; Revenue jump to 15.93b vs. 6.67b y/y
• Marico (MRCO): 1Q net income +3.1% Y/y to 3.71b rupees, +3.1% y/y, estimate 3.69 bil Meets Estimates
• Maruti Suzuki (MSIL): LIC Cut holding in Maruti Suzuki to 4.2% from 6.2% Via market sale
• One 97 Communications (PAYTM): 1Q net loss 6.44B rupees vs. loss 3.8B Y/y; revenue +89% to 16.8b
• Petronet LNG (PLNG): Discussing Renewal of Long-Term Contract With Qatar;Not Expecting Supply Default by Long-Term Suppllier
• State Bank of India (SBIN): 1Q net profit -6.6% Y/y to 60.7b rupees, misses est. 83.9b, Provisions -39% Q/q to 43.9b; Gross NPA 3.91 vs 3.97 q/q

India Daybook
Stocks in News
telegram.me/AlliesFin

Insurance companies: General Insurance Ind grows 16% (YoY), grows 31% (MoM) (Positive)

Eicher Motors: Royal Enfield launches the new Hunter 350 in Bangkok. (Positive)

Max Ventures: Company has been declared as a successful bidder by Axis Bank for purchase of two land parcels admeasuring 4 acres in Noida. (Positive)

IOB: Net Profit up 20% at ₹392 Cr Vs ₹327 Cr, NII up 17.2% at ₹1,753.7 Cr Vs ₹1,496.6 Cr YoY (Positive)

Raymond: Net profit at ₹80.90 cr vs loss of ₹156.51 cr, Revenue at ₹1,728.1 cr vs ₹825.7 cr (YoY) (Positive)

NMDC: Net profit at ₹1469.0 cr vs poll of ₹1250.0 cr, Revenue at ₹4767 cr vs poll of ₹4205 cr YoY (Positive)

SJVN gets 200-MW solar project from Maharashtra State Electricity Distribution Co Ltd (Positive)

Acrysil: Net profit up 39% at Rs 18.7 cr Vs Rs 13.5 cr, Revenue up 75.6% at Rs 171.3 cr Vs Rs 97.5 cr (YoY)

Balmer: Net profit up 52.8% at Rs 56.1 cr Vs Rs 36.7 cr, Revenue up 33.3% at Rs 648 cr Vs Rs 486.1 cr (YoY) (Positive)

BLS Int: Net profit up 49.9% at Rs 30.5 cr Vs Rs 20.3 cr, Revenue up 52.8% at Rs 272.8 cr Vs Rs 178.5 cr (YoY) (Positive)

Chemplast: Net profit up 40.8% at Rs 40.6 cr Vs Rs 28.8 cr, Revenue up 47% at Rs 1,411.3 cr Vs Rs 960.4 cr (YoY). (Positive)

Sansera: Net profit up 83.3% at Rs 34.1 cr Vs Rs 18.6 cr, Revenue up 36.3% at Rs 530.7 cr Vs Rs 389.5 cr YoY (Positive)

IRB Infra: Net profit at Rs 363.2 cr Vs Rs 72 cr, Revenue up 18.4% at Rs 1,924.6 cr Vs Rs 1,625.7 cr (YoY) (Positive)

West Coast: Net profit at ₹185.3 cr vs ₹32 cr, Revenue at ₹1,114.2 cr vs ₹537.6 cr (YoY) (Positive)

Vinati Org: Net profit up 25.1% at ₹101.2 cr vs ₹80.9 cr, Revenue up 31% at ₹506.3 cr vs ₹386.4 cr (YoY) (Positive)

Bayer Crop: Net profit up 19.3% at Rs 302.6 cr Vs Rs 253.7 cr, Revenue up 17.8% at Rs 1,667.4 cr Vs Rs 1,415.9 cr YoY (Positive)

Usha Martin: Net profit up 41.6% at ₹82.1 cr vs ₹58 cr, Revenue up 23.3% at ₹758.7 cr vs ₹615.3 cr YoY (Positive)

Lumax Auto: Net profit at ₹21.8 cr vs ₹3.4 cr, Revenue up 62% at ₹422 cr vs ₹260.5 cr YoY (Positive)

Rossari: Net profit up 17.1% at ₹28.7 cr vs ₹24.5 cr, Revenue up 88.1% at ₹434.7 cr vs ₹231.1 cr YoY (Positive)

Tata Motors: Tata Passenger Electric Mobility signs definitive agreement for the acquisition of Ford India's Sanand Plant For Rs 725.7 Cr (Neutral)

State Bank: Net profit at ₹6068 cr vs poll of ₹7688 cr, NII at ₹31196 cr vs poll of ₹32243 cr (Neutral)

MGL: Net profit at ₹185.2 cr vs poll of ₹181 cr, Revenue at ₹1454 cr vs poll of ₹1442 cr YoY (Neutral)

Marico: Net profit at ₹377.0 cr vs poll of ₹374.0 cr, Revenue at ₹2558 cr vs poll of ₹2562 cr YoY (Neutral)

Petronet: Net profit at ₹701.0 cr vs poll of ₹636.0 cr, Revenue at ₹14263 cr vs poll of ₹13654 cr YoY (Neutral)

Affle: Net profit up 52.7% at ₹54.5 cr vs ₹35.7 cr, Revenue at ₹347.5 cr vs ₹152.5 cr (YoY) (Neutral)

Nitin Spinners: Net profit up 9.3% at ₹65.6 cr vs ₹60 cr, Revenue up 28% at ₹708.8 cr vs ₹553.6 cr YoY (Neutral)

Amara Raja: Net profit up 6.1% at ₹131.5 cr vs ₹123.9 cr, Revenue up 39.9% at ₹2,620 cr vs ₹1,885.9 cr YoY (Neutral)

Karur Vysya Bank hikes repo-linked lending rates by 50 bps to 8.45% (Neutral)

One 97 Communications: Net loss of Rs 644.4 cr Vs loss of Rs 380.2 cr, Revenue up 88.5% at Rs 1,679.6 cr Vs Rs 890.8 cr (YoY) (Neutral)

REC: Board approves incorporating project-specific special purpose vehicles (Neutral)

CE Info: Net profit up 7.3% at Rs 24.2 cr Vs Rs 22.5 cr, Revenue up 14% at Rs 65 cr Vs Rs 57 cr QoQ (Neutral)

V Mart: Net profit at ₹20.45 cr vs loss of ₹28.71 cr, Revenue at ₹587.88 cr vs ₹177.41 cr (YoY) YoY (Neutral)

EIL: Net profit at Rs 64.8 cr Vs Rs 2.7 cr, Revenue up 9.2% at Rs 814.8 cr Vs Rs 746.1 cr YoY (Neutral)

Kirloskar Ferrous: Net profit down 39.9% at Rs 83.9 cr Vs Rs 139.5 cr, Revenue up 15.4% at Rs 949.9 cr Vs Rs 822.8 cr (YoY) (Neutral)

Nykaa: Net profit at Rs 5 cr vs Rs 3.5 cr, Revenue up 40.6% at Rs 1,148.4 cr vs Rs 817 cr (YoY) (Neutral)

CCL: Net profit up 20.3% at ₹52.7 cr vs ₹43.8 cr, Revenue up 56.2% at ₹509.27 cr vs ₹326.12 cr (YoY) (Neutral)

Reliance to hold an annual shareholders meeting on August 29 (Neutral)

BDL: LIC cuts its shareholding in Bharat Dynamics to 4.4% from 6.4% (Neutral)

Maruti: LIC decreases its shareholding in Maruti Suzuki to 4.2% from 6.2% (Neutral)

Birla Corp: Cons Net Profit down 56.2% at ₹62 Cr Vs ₹141.5, Cons Revenue up 26% at ₹2,203.8 Cr VS ₹1,749.1 Cr (YoY)

Tarsons: Net profit down 18.1% at ₹20.3 cr vs ₹24.8 cr, Revenue down 0.7% at ₹68.6 cr vs ₹69.1 cr YoY

Fortis: Net profit down 68.8% at Rs 134.3 cr Vs Rs 430.6 cr, Revenue up 5.5% at Rs 1,487.9 cr Vs Rs 1,410.3 cr (YoY)

Sudarshan Chem: Net profit down 73% at Rs 7.1 cr Vs Rs 26.2 cr, Revenue up 16.7% at Rs 549.7 cr Vs Rs 471 cr (YoY)

Honda Power: Net profit down 75.2% at Rs 4.9 cr Vs Rs 19.8 cr, Revenue down 24.3% at Rs 200.1 cr Vs Rs 264.2 cr (YoY).

BPCL: Revenue up 16% to Rs 121,066 cr vs Rs 104,060 crore, EBITDA Loss of Rs 5,902 cr Vs EBITDA Profit of Rs 5,835 cr YoY

HPCL: Revenue up 56% to Rs 1.22 Lakh crore, Loss of Rs 10197cr Vs Profit of Rs 1795 cr YoY

Emailing NABARD - Status of MicroFinance 2021-22.pdf

Dow -58.13 pts ,Nsdq -150.53 pts, S&P
-17.59 pts, Bovespa +248 pts , Ftse +5 pts , Dax -152 pts , Cac -34 pts , Crude @ $90.21 brl (-0.29), Brent @ $96.11 brl (-0.20) , Gold @ 1809.20 (-3.30), Silver @ $20.48 (-0.00), Euro @ $1.0248, JPY @ $135.19, INR @ 79.563





Today's Corporate Action
10th Aug Ex Date



CUB
Dividend - Rs. - 1.0000
DIVSHKT
Final Dividend - Rs. - 2.0000
GESHIP
Interim Dividend - Rs. - 5.4000
KALYANIFRG
Final Dividend - Rs. - 3.0000
KEMP
Final Dividend - Rs. - 4.0000
NHPC
Final Dividend - Rs. - 0.5000
NTPC
Final Dividend - Rs. - 3.0000
SANGHVIMOV
Dividend - Rs. - 1.0000
SANSERA
Dividend - Rs. - 2.0000
SIL
Dividend - Rs. - 0.7500
VAIBHAVGBL
Interim Dividend - Rs. - 1.5000




Stock under F&O ban on NSE
10-Aug-22



1BALRAMCHIN

2DELTACORP

3ESCORTS

Namaste !!

• India to Stop Carbon Credit Exports Until Climate Goals Are Met
o Changed law to prepare Indian Cos for export carbon taxes
• India’s July Oil Products Consumption Rises 6.1% Y/y
• India Seeks to Oust China Firms From Sub-$150 Phone Market
o Xiaomi, Realme and Transsion will be among those affected
• India’s Sensex Rises to a Four-Month High Led By HDFC, Reliance
• Wheat Product Shippers Will Need India’s Approval Before Exports
• Monsoon-Sown Rice Area Drops, Cotton Planting Rises in India
• India Cumulative Monsoon Rainfall 7% Above Normal as of Aug. 8
• Indian Company Private Bond Sales Fall 77% W/w to INR56.9 Billion
• Global Funds Buy Net 14.5B Rupees of India Stocks Aug. 8: NSE
o Domestic funds sell net 1.41b rupees of stocks
• Foreign Investors Buy Net INR20B of Indian Equities on Aug. 5
• Foreigners Buy Net INR57.5B of Indian Equity Derivatives Aug. 8
• Indian Banks’ Risks May Ease as RBI Could Taper Rate Hikes Next
• Adani Ports May Rely on M&A to Boost Growth: Earnings Outlook
• Vedanta’s Risk Deflation May Not Inflate Bonds: Credit Outlook
• Peak Car Is Just 14 Years Away After Over a Century of Growth
• India Could Sustain Equity Rally on Inflows, Activity Uptick
• ABB India (ABB): 2Q Profit doubled to 1.4b rupees, Exceeds est.
• AIA Engineering (AIAE): 1Q profit 1.9b rupees vs 1.49b Y/y; Sales 10.64b vs 7.3b
• AU Small Finance Bank (AUBANK): Approves QIP issue price at 580 rupees/share
• Bajaj Finance (BAF): New Deal: Bajaj Housing Plans to Sell up to Inr10b 3Y Bonds
• Bharti Airtel (BHARTI): 1Q net income 16b rupees vs. 2.84b y/y, misses est. 22.17b; revenue +22% to 328b; Ebitda margin 50.6% vs. 49.1% y/y
• City Union Bank (CUBK): 1Q net income +32% Y/y to 2.25b rupees, beats est. 1.95b, Provisions -11% q/q to 1.52b; gross NPA 4.65% vs. 4.7% q/q
• Dish TV India (DITV): 1Q profit 178.5m rupees vs 502.4m Y/y
• IDFC (IDFC): 1Q profit 2.5b rupees vs loss 4.1b Y/y
• Indraprastha Gas (IGL): 1Q profit 4.2b rupees, beats est. 3.66b
• Indian Hotels (IH): 1Q net income 1.7b rupees vs. loss 2.77b y/y, beats est. 1.49b; revenue 12.7b vs. 3.45b
• Indian Oil Corp. (IOCL): Lanka IOC Expresses Interest to Take Over Part of CPC’s Network
• Gujarat Narmada Valley (GNFC): 1Q Net Income 5.71B rupees Vs. 2.42B Y/y; revenue +94% to 27b
• JSW Steel (JSTL): Says July crude steel output rises 14% Y/y
• MRF (MRF): 1Q net income 1.12b rupees vs 1.61b Y/y, misses est. 1.54b; Sales climbed to 56b vs 41.3b
• Natco Pharma (NTCPH): 1Q net income of 3.2b rupees vs 750m Y/y, beat est. 2.35b; sales more than doubled to 8.8b
• National Aluminium (NACL): 1Q net income +66% Y/y to 5.79b rupees, misess est. 6.69b; revenue +53% to 37.8b
• National Highways Infra (NHIT): To consider raising funds on Aug. 12
• Power Grid Corp (PWGR): 1Q Net Income -38% Y/y to 37.7b rupees, beats est. 28.1b; Revenue +7% to 104.5b
• Prestige Estates Projects (PEPL): 1Q profit 2.05b rupees vs 458m Y/y; sales 19.4b vs 13.6b
• Samvardhana Motherson (MOTHERSO): 1Q Net Income -51% Y/y to 1.41b rupees, misses est. 2.15b; revenue +9% to 176.1b
• Sobha (SOBHA): 1Q profit 137m rupees vs 108m Y/y; Sales 5.8b vs 5.1b
• Tata Chemicals (TTCH) 1Q profit 5.89b rupees vs 2.88b Y/y; sales 39.95b vs 29.8b
• Torrent Power (TPW): 1Q Net Income 5.02b rupees vs. 2.07b y/y, beats est. 3.84b; Revenue 65.1b vs. 31b
• Whirlpool India (WHIRL): 1Q net income 779m rupees vs. 233.4m y/y, misses est. 1.09b; revenue +48% to 19.8b

U.S CPI (YOY) (JUL) ACTUAL: 8.5% VS 9.1% PREVIOUS; EST 8.7%

U.S CORE CPI (MOM) (JUL) ACTUAL: 0.3% VS 0.7% PREVIOUS; EST 0.5%

U.S CORE CPI (YOY) (JUL) ACTUAL: 5.9% VS 5.9% PREVIOUS; EST 6.1%

U.S CPI (MOM) (JUL) ACTUAL: 0.0% VS 1.3% PREVIOUS; EST 0.2%