• Tatas and Singapore Airlines to merge Air India and Vistara by March 2024

• RBI to launch retail digital rupee pilot on 1 December

• SBI board approves infrastructure bonds worth ₹10,000 cr

India Daybook – Stocks in News


Britannia: Company has entered into a joint venture agreement with Bel SA of France to develop, manufacture and sell cheese products in India (Positive)

Biocon: Company Completes Acquisition of Viatris’ Global Biosimilars Business (Positive)

Adani/DLF: Adani Group’s bid was for Rs 5,069 crore, DLF was Rs 2,025 crore. (Positive)

Gland Pharma: Company enters into a Put Option Agreement to acquire 100% of Cenexi Grou. (Positive)

IDFC: Company says it got SEBI nod for change in control of IDFC Mutual Fund. (Positive)

Inox Wind: Inox GFL Group ‘initiates strategic action’ to deleverage its Wind Busines (Positive)

KIMS: Company acquires an additional stake of 7.79% in subsidiary Arunodaya Hospitals (Positive)

Dhanlaxmi Bank: MS Param Value Investments acquired 15 lakh equity shares or 0.6 percent stake in the lender (Positive)

Kilpest India: Subsidiary signed a non-binding letter of intent to acquire 100 percent stake in a Europe-based life science products manufacturer. (Positive)

Cipla: Company has launched Leuprolide Acetate Injection Depot 22.5 mg, used in the treatment of prostate cancer (Positive)

Reliance Cap: Piramal Enterprises and Cosmea Financial Holdings have made the highest combined offer, of ₹5,231 cr (Positive)

Sanghi Ind: Kotak Bank has invested Rs 550 crore in Sanghi Industries Group (Positive)

ABAMC: The mutual funds company said it has received an approval from IFSCA to act as a registered fund management entity and carry out Alternative Investment Fund (Positive)

Rice Exporters: Govt exempts organic non-basmati broken rice from export curbs. (Positive)

Bharat Bijlee: Life Insurance Corporation of India sold a 2.15 percent stake in Bharat Bijlee via open market transactions (Neutral)

Wipro: BNP Arbitrage offloaded over 18,00,164 lakh shares at an average price of Rs 405 apiece (Neutral)

Zomato: Alibaba to sell $200 m worth Zomato shares via a block deal tomorrow

Usha Martin: Promoter Peterhouse Investment Ltd and PACs offloaded 2.5 lakh shares or 0.08 percent stake in Usha Martin

#Nifty Cmp 18628

Telegram.me/AlliesFin
1600 Point #Nifty Rally,
As indicated earlier, indices have started making a history trading into new life high zone. We continue to remain hopeful of the same sustaining and the rally getting broadbased with more stocks joining the rally. Global markets may also be preparing to greet Santa with much anticipated 'Santa rally'.

Continue to maintain longs with trailing stop loss for December series. Hoping for strong comeback in small cap names as index has long way to go before it also joins life high party.

follow up of post
https://t.me/AlliesFin/12182

Events to watch for next fortnight :
Telegram.me/AlliesFin

30th Nov: India Q2 GDP numbers

1st Dec: Fed Chair speaks; US Personal consumption expenditure report

Voting in Gujarat

2nd Dec: US Nov month Jobs report

4th Dec: OPEC Meeting

5th Dec : Voting 2nd Phase in Gujarat

Exit Polls

7th Dec: RBI Policy decision

8th Nov : Gujarat Election Results

13th Dec: US CPI

14th Dec: US Fed fund rates decision

15th Dec: Euro Zone policy decision

Buying seen in last hour of Trading Session, Seems MF active on Last Trading day of the month to Adjust NAV and balance Investment Amount.
Dii data to be watched today eve.

So it was fii and not dii. A massive 9k crores buy net. Hos msci rejig and ETF buying. Pls verify with sources.

D-STREEt CONTINUe To POSt RECORd CLOSe...!!!

Telegram.me/AlliesFin

Indian indices closed at fresh highs and maintained their gain streak for the seventh day in a row, thanks to a last-hour rally. Asian stocks had a mixed day with investors awaiting US Federal Reserve Chair Jerome Powell's speech for policy clues, though hopes of China relaxing its Covid restrictions got stronger and brought some cheers.

Bse Sector:
Gainers: Utilities, Power, Metal, Auto, Commodities, Realty, Telecommunication, Consumer Discretionary, FMCG, Industrials, Oil & Gas, Energy, Consumer Durables, Capital Goods, Financial Services, Bankex, Healthcare, Teck, IT.

Non Gainers : None.

BEATINg tHe STREEt (Nifty):
Gainers were MnM, Hindalco, BajAuto, Grasim, UltratechCemnt, PwrGrd, EchrMtr, SBILifeIns, UPL, HUL, Britannia.

ExPECTATIOn BELIEd (Nifty):
Non Gainers were IndusIndBank, SBI, HCLTech, ITC, SunPharma, BajajFinserv, BajajFinance, TCS.

Mkt. Updates :

SGX Nifty +90 pts (18980) from last trade 18890 ,

Nikkei +282 pts ,
Hangseng +462 pts ,
Around @ 6.52am .

Dow +737.24 pts ,Nsdq +484.22 pts, S&P
+122.48 pts , Bovespa +1576 pts , Ftse +61 pts , Dax +41 pts , Cac +69 pts , Crude @ $80.56 brl (+0.01), Brent @ $85.36 brl (+2.33) , Gold @ 1783.90 (+24.10), Silver @ $22.50 (+0.71), Euro @ $1.0419, JPY @ $137.62, INR @ 81.360


*US GOVT. 10-YEAR YIELD : 3.62%*


*Today's Corporate Action, 01 Dec Ex Date :*

RAJOIL
E.G.M. 

   
*Today's Key Results/Board Meetings, 01-Dec-22 :*

AML
General    
EASEMYTRIP
General    
NAVODAYENT
Bonus issue  
PRUDMOULI
General    
STL
Stock  Split  
VEERENRGY
Bonus issue;General  


*SEC. IN F&O BAN FOR, 01 DEC, 2022 :*

*1. BHEL 2. DELTACORP 3. IBULHSGFIN 4. PNB*

*ADDITION : NIL*
*DELETION : NIL*

SOME TECH N I.T SECTOR STOCKS UP 1% TO 5% ON AVG.
keep on watch for next few sessions and quarters. 😊

सेंसेक्स🎯63000।

निवेशकों ने Correction में उतना पैसा नहीं खोया , जितना कि Correction का अनुमान लगाने और मार्केट को time करने के चक्कर में खोया हैं।

Axiit 🌟

D-STREEt: BULLs TIGHTEn CONTROl As MRKTs HIt FRESh HIGh...!!!

Telegram.me/AlliesFin

Indian equity benchmarks ended in the green on Thursday. Gains in IT shares led the headline indices higher. Sensex hit the record high for sixth straight session, and Nifty for fourth straight session. Nifty Bank also opened at record high.

Bse Sector:
Gainers: IT, Realty, Metal, Teck, Commodities, Capital Goods, Industrials, Consumer Durables, Consumer Discretionary, Financial
Services, Healthcare.

Non Gainers: Utilities, Power, Oil & Gas, Energy, Auto, FMCG, Telecommunication, Bankex.

BEATINg tHe STREEt (Nifty):

Gainers were TataStl, Hindalco, UltratchCmnt, TCS, Grasim, TechM, Wipro, LT, HCLTech, Infy, AdniPrts, ApolloHsp.

ExPECTATIOn BELIEd (Nifty):

Non Gainers were UPL, EicherMtrs, ICICIBk, Cipla, BajAuto, PwerGrid, MnM, HUL, BPCL, ONGC, Nestle, KtkM, TataCons.

*ALL AUTO SALES DATA*

🍊🚩🍊🍊🚩🍊🍊🚩


ASHOK LEYLAND NOV SALES : TOTAL SALES UP 39 % TO 14561 UNITS (YOY)

Ashok Leyland total sales at 14,561 units vs 14863 units in October

Ashok Leyland total sales at 14,561 units vs ET NOW poll of 13,576 units

TVS Motor Company Sales Grows By 2% In November 2022 to 277,123 units (YOY)

TVS Motor total sales at 2.77 lk units
vs ET NOW poll of 3.01 lk units

TVS Motor total sales at 2.77 lk units vs 3.60 lk units in October

TATA MOTORS NOV SALES : Tata Motors registered total sales of 75,478 units in November 2022, Grows by 21% over last year

TATA MOTORS : CV SALES DOWN 10 % TO 27430 UNITS (YOY]

EICHER MOTORS NOV ;CV SALES UP 41 % TO 4903 UNITS (YOY)

MARUTI NOV SALES : TOTAL SALES UP 14 % TO 1.59 LKH UNITS (YOY)

MARUTI SUZUKI DOMESTIC PV SALES UP 25 % TO 1.32 LKH UNITS (YOY)

MAHINDRA NOV SALES : SALES UP 45 % TO 58,303 UNITS (YOY(

Maruti Suzuki reports auto sales

Total sales at 1.59 lakh units vs CNBC-TV18 poll of 1.68 lakh units

MAHINDRA NOV SALES : TRACTORS SALES UP 10 % TO 30528 UNITS (YOY]

M&M total auto sales at 58,303 units
vs ET NOW poll of 57,401 units

-M&M total auto sales at 58,303 units Vs 61,114 units in Oct


M&M Tractor reports auto sales

Total sales at 29,180 units vs CNBC-TV18 poll of 28,022 units

Mahindra & Mahindra (M&M) #Auto reports auto #sales

▶️ Total sales at 58,303 units vs CNBC-TV18 poll of 57,634 unit

HERO MOTO NOV SALES : TOTAL SALES UP 12 % TO 3.9 LKH (YOY)

Scrips out of T2T in annexure @AlliesFin

Mkt. Updates :

SGX Nifty -20 pts (18925) from last trade 18945 ,

Nikkei -475 pts ,
Hangseng +49 pts ,
Around @ 6.55am .

Dow -194.76 pts ,Nsdq +14.45 pts, S&P
-3.54 pts , Bovespa -1560 pts , Ftse -14 pts , Dax +93 pts , Cac +15 pts , Crude @ $81.44 brl (+0.22), Brent @ $87.26 brl (+0.29) , Gold @ 1816.80 (+1.60), Silver @ $22.94 (+0.10), Euro @ $1.0524, JPY @ $135.29, INR @ 81.165


*US GOVT. 10-YEAR YIELD : 3.54%*


*Today's Corporate Action, 02 Dec Ex Date :*

 ADCON
Right Issue of Equity Shares 
GUJTHEM
Interim Dividend - Rs. - 4.4000
LIKHITHA
Stock  Split From Rs.10/- to Rs.5/-
MEFCOMCAP
Stock  Split From Rs.10/- to Rs.2/-
SDBL
Interim Dividend - Rs. - 0.2500  


*Today's Key Results/Board Meetings, 02-Dec-22 :*

JOINDRE
General    
03-Dec-22      
SABTN
General    
05-Dec-22      
GUJTLRM
Preferential Issue of shares
WARDINMOBI
General      


*SEC. IN F&O BAN FOR, 02 DEC, 2022 :*

*1. BHEL 2. DELTACORP 3. IBULHSGFIN 4. PNB*

*ADDITION : NIL*
*DELETION : NIL*


*Today's Alert :*

*RBI to Conduct Auction of GOI BONDS for INR 300 Billion*

Investors Meetings on December 2

Kirloskar Oil Engines: Officials of the company will interact with Capital World Investors.

Tata Power Company: Officials of the company will interact with Mirae Asset Mutual Fund.

Punjab National Bank: Officials of the bank will interact with Bajaj Allianz Life Insurance, and B&K Securities.

Sapphire Foods India: Officials of the company will interact with Optimas Capital.

Vedanta: Officials of the company will interact with Nuvama.

Polycab India: Officials of the company will interact with Morgan Stanley Investment Management, Nalanda Capital, and Sharekhan.

Timex Group India: Officials of the company will interact with Stallion Asset.

Hindustan Zinc: Officials of the company will interact with prospective investors via non-deal road shows, for disinvestment of residual government's shareholding in company.

Voltas: Officials of the company will interact with Mirae AMC.

Brigade Enterprises: Officials of the company will interact with IIFL Asset Management Company.

STOCKS IN NEWS 🗞

🔰 Orchid Pharma The company said its board has approved qualified institutional placement (QIP) issue to raise Rs 500 crore. With this QIP placement, the Dhanuka group, which took over the company in 2018, is also meeting its mandatory obligation to dilute 15 percent stake in Orchid Pharma by March 2023.

🔰 MAS Financial Services: The financial services company has raised Rs 100 crore via non-convertible debentures (NCDs) as the board of directors approved allotment of 1,000 non-convertible debentures, with a face value of Rs 10 lakh on a private placement basis.

🔰 Piramal Enterprises The non-banking finance company has received board approval for allotment of 1000 non-convertible debentures with a face value of Rs 10 lakh, at a further issue price of Rs 10,39,670 per debenture. With this, the company will raise Rs 103.967 crore on private placement basis

🔰 PB Fintech: SoftBank’s SVF India Holdings is offering 22.8 million shares of the company at a floor price of Rs 440.2 each in a block trade, Bloomberg News reported citing terms of the deal.

🔰 SJVN Green Energy: signs MoU with Grid Corporation of Odisha for developing 1000 MW Hydro Electric Projects & 2000 MW Solar Power Project These projects will attract an investment of Rs 20,000 cr

🔰 NLC India: signs MoU with Govt of Odisha for Renewable Energy to set up Ground Mounted/Floating solar power projects, pumped hydro storage projects, green hydrogen projects and other renewable projects

🔰 MOIL: Manganese ore production in November at 1.2 lakh tonnes, up 60% (MoM) Manganese ,ore sales last month grew 82% (MoM)

🔰 Tata Power: To set up 1,000 EV charging points and 1 lakh Solar Pumps in Odisha.TataPower will also set up Microgrids, Rooftop, Floating Solar and Pumped Hydro in Odisha in the next 5 years

🔰 Oberoi Realty: shareholders approve purchase of premises by company from Oasis Realty

🔰 NMDC: The government has invited expressions of interest to divest its 50.79% stake in the company. The company also reported a rise in production and sale of iron ore during November.

🔰 ONGC/Reliance Industries/GAIL The government halved windfall tax on domestic crude to Rs 4,900 per tonne and reduced levy on diesel exports to Rs 6.5 per litre.

🔰 Hindustan Unilever The company has formed an ESG committee to assist the board in overseeing the company’s strategy relating to ESG and sustainability matters.

🔰 Man Infraconstruction Suketu R Shah resigned from the position of Joint Managing Director of the company, with effect from Dec.

🔰 Delta Corp: Co Says Govt Of Goa Issued Order For Payment Of License Fee For Shut Down Periods With Interest Co Says Will Be Pursuing Legal Remedies Against Order Says No Impact On Profit And Loss Account Or Financial Position Of Company Or Its Unit

🔰 Kotak Mahindra Bank: Co Allotted Non-Convertible Bonds Up To 15b Rupees On Private Placement Basis

🔰 Yes Bank: The Reserve Bank of India allowed Advent and Carlyle to pick up 9.99% stake each in Yes Bank on a conditional basis.

🔰 Punjab National Bank Says Allotted Basel III Compliant Tier-II Capital Bonds Aggregating To 40b Rupees Allotment Of Basel III Compliant Tier-II Capital Bonds At A Coupon Of 7.89% P.A. On Private Placement Basis

🔰 Krishna Institute Of Medical Sciences Co Acquired Additional Stake Of 4.07% In Unit KIMS Hospital Enterprises Shares Acquired At 200 Rupees Per Share

🔰 Ashiana Housing Co Entered Into Development Agreement To Develop A Group Housing Project With Approximate Saleable Area Of 4.00 Lakh Sq. Ft At Village Murlipura, Jagatpura, Jaipur (Rajasthan)

🔰 Atul Auto: The three-wheeler maker sold 2,253 units in November 2022, a growth of 67.6 percent over 1,344 units sold in same month last year. The financial year-to-date growth was 62 percent at 15,914 units sold November 2022 YoY.

News Headlines from Business News Agencies:

Business Standard

• GST collection up 11% more than Rs 1.45 trn in Nov, gains from imports
• RBI seen raising interest rates by 35 bps in December MPC meet: Poll
• India taking over G20 presidency watershed moment: PM's principal secy
• Russia continues hold on Indian oil supplies; West's price cap threat looms
• India's electricity consumption grows 14% to 112.81 billion units in Nov
• India to offer slew of incentives to boost shipbuilding industry: Report
• Asia's factory activity shrinks in Nov as China lockdown impact widens
• Govt to launch 4th tranche of Bharat Bond ETF from Fri, to mature in Apr
• BHEL among 5 bidders for deal to manufacture 200 Vande Bharat trains
• Coal India's production rises 17% to 412.6 MT in April-Nov period
• Jet fuel price slashed by 2.3% as international oil price softens
• Boosted by agriculture demand, petrol, diesel sales see double-digit growth
• Structure of insurance laws to be altered with proposed amendments: Experts
• India's jobless rate rises to three-month high of 8% in Nov: CMIE data
• Japan begins power saving scheme amid supply concerns over possible crunch

Economic Times

• India's economy likely to grow 6.5%-7% next fiscal year, says Economic Advisory Council Member Sanjeev Sanyal
• India is on its way to becoming a 'digital superpower', says Meta's president Nick Clegg
• Budget may help in smooth sailing for ship makers
• Triumphant UPI may be a stumbling block to e-Rupee's success
• Phase out diesel autos in NCR by 2026: air quality panel
• Blox raises $12 million from investors including CRED’s Kunal Shah
• Market cap of top 10 stocks equals 37% of India's GDP: Report
• Ola Electric captures 92% market share in premium scooter segment
• Indian Railways earn Rs 1,05,905 cr from freight loading till November
• US, NATO directly involved in Ukraine conflict: Russian FM
• JPMorgan sees 9-10% rise in Chinese stocks by end-2023
• Peak rural demand will come in Q4 and Q1 of next year: Adani Wilmar MD
• Mahindra & Mahindra posts 56 pc rise in domestic passenger vehicle sales
• Telcos' hiring activity getting more aggressive amid 5G roll outs
• TVS Motor sales rise to 2,77,123 units in November
• TCI begins next phase of its project to support India's smallholder farmers

Mint:

• Centre to onboard all states on National Single Window System by March
• Electrification of India's 2, 3-wheelers fleet require $285-bn financing: WEF
• Coal ministry to hold investors’ conclave for mining sector on 3 December
• Mumbai airport server crashes, massive queues at terminal
• Bengaluru emerges as top choice for real estate investors in APAC region: Report
• EaseMyTrip to acquire Nutana Aviation
• Carlyle, Advent get conditional nod from RBI to buy Yes Bank stake
• TCS emerges winner in India's top 10 private employers' list: Report
• Reliance Industries, HDFC are companies with highest CSR spending
• Serum Institute tops India's most valuable company in unlisted space: Report
• BYJU'S tops list of largest companies funded by PE/VC investors
• L&T raises $107 mn sustainability-linked loan from SMBC
• India factory activity in November hits 3-month high as inflation cools

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 02-12-2022 :*

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

*TOTAL NET SELL : -7115* 😭😭

*INDEX FUT. : -3918*

*INDEX OPT. : -1109*

*STOCK FUT. : -2044*

*STOCK OPT. : -44*

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

*1. DELTACORP 2. IBULHSGFIN 3. PNB*

*ADDITION : NIL*
*DELETION : BHEL*

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

*FIIS : BUY +215 (10,621-10,406)* 🙂

*DIIS : BUY +712 (5,888-5,176)* 😊

*BSE SENSEX : -415 (62,869)🔽*

*NSE NIFTY : -116 (18,696)🔽*

*BSE MIDCAP. : +209 (26,321)*🔼

*BSE SMLCAP. : +207 (29,912)*🔼

*B. CRUDE : $ 86.89* 🔽 😀

*GOLD: $1782=INR 53,000(10gr)* 🔽 😔

*SILVER : RS. 64,700 (kg) (5pm) 🔼 😊*

*FOREX : RS. : $ 81.3175* 🔽 😔

*7.26% GOI '32 : 7.2215%(100.25)*🔼 😔

*7.54% GOI '36 : 7.3404% (101.6850)* 🔼 😔