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)* 🔼 😔

31 Indices hit 52 week HIGHs, 22 of them at all time HIGHs TELEGRAm @ALLiESFiN

20 stocks of F&O hit 52 week HIGHs, 10 hit all time HIGHs TELEGRAm @ALLiESFiN

51 stocks of NIFTY 500 hit 52 week HIGHs, 24 hit all time HIGHs TELEGRAm @ALLiESFiN

Today's Corporate Action, 05 Dec Ex Date :

PANCHSHEEL
Interim Dividend - Rs. - 0.8000


Today's Key Results/Board Meetings, 05-Dec-22 :

ALFATRAN
Issue Of Warrants;Preferential Issue of shares
BHANDERI
Quarterly Results
DHANBANK
General
GUJTLRM
Preferential Issue of shares
MARG
Quarterly Results
MTPL
General
MUFIN
General
RAJINFRA
General
SABTN
General
SOFTRAKV
General
SUKHJITS
Interim Dividend
TIGERLOGS
General
TRIVIKRAMA
General
VEERHEALTH
General;Preferential Issue of shares


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

1. DELTACORP 2. IBULHSGFIN 3. PNB

ADDITION : NIL
DELETION : BHEL

India Daybook – Stocks in News


M&M Fin: November disbursement at approximately Rs 4,500 cr, up 75% (YoY) (Positive)

Hindustan Aeronautics: Company gets Rs 427.45 cr Income Tax refund order (Positive)

Ion Exchange: Company bags order worth Rs 343.36 cr From Indian Oil Corporation (IOC) (Positive)

UltraTech Cement: Company commissions Maharashtra, Madhya Pradesh grinding units. (Positive)

Tyre Stocks: Relief for tyre cos, NCLAT remands levy of Rs 1788cr penalty back to CCI (Positive)

Canara Bank: Bank awarded 'Banker’s Bank Of The Year' for India at Global Banking Summit (Positive)

PB Fintech: Societe Generale and Morgan Stanley Mauritius Company picked Rs 243 crore worth of shares (Positive)

Harsha Engineers: Receives Approval For Merger Of Its Netherlands-based subsidiary Harsha Engineers B.V. With Company (Positive)

Ashiana Housing: Enters Into Development Agreement With Pinkcity Infracon To Develop A Group Housing Project (Positive)

Drone manufacturing companies: Ministry of Civil issues guidelines for PLI incentive scheme to support the indigenous drone industry. (Positive)

SRF Management Meet: Next leg of speciality chemical growth will be driven by more projects in the pharma space (Positive)

NLC India: Company signs MoU with Govt of Odisha for Renewable Energy (Positive)

Maruti: The company will increase the prices of its vehicles 'substantially' from next month (Positive)

NTPC: The company is likely to get a strategic investor for its arm NTPC Green Energy by March 2023 (Positive)

MOIL: Company produced 1.2 lakh tonne of manganese ore last month, registering a growth of 60 per cent over October (Positive)

SJVN: The state-owned utility plaeyr said that its arm SJVN Green Energy has bagged a 200 MW solar project (Positive)

DLF Management Meet: Underlying trends on demand continue to be strong (Positive)

Ajmera Realty: Board approves continuation of Rajnikant S. Ajmera as CMD beyond the age of 70 years (Neutral)

SpiceJet: Company to hold AGM on Dec 26 (Neutral)

IIFL Wealth: Promoter Nirmal Madhu Family Private Trust offloaded shares worth Rs 94.50 crore (Neutral)

NDTV: Vikasa India EIF I Fund sold 3.89 lakh equity shares (0.6 percent stake) in the media company (Neutral)

Veritas: Investor Swan Energy bought 7 lakh shares or a 2.6 percent stake in the company (Neutral)

Bank of India: The public sector lender has raised Rs 1,500 crore (Neutral)

State Bank: Raises Rs 10,000 Cr Via Its Maiden Infrastructure Bond Issuance (Neutral)

Easy Trip Planners to acquire 75% stake in Nutana Aviation Capital IFSC for Rs 1.5 cr (Neutral)

Dr Reddy's, Sun Pharma recall products in US for manufacturing issues (Neutral)

Inox Green Energy: The wind power operation and maintenance service provider posted a net loss of Rs 11.87 crore

Tata Play – Tata Son’s 1st IPO in over Two Decades


Previously known as Tata Sky, Tata Play has now received the distinction of being the first Indian company to submit all its requisite confidential IPO papers, such as the ‘pre-filed’ draft document, with the requisite regulatory bodies. Owing to regulations, until the IPO launch, the papers will not be made available for public scrutiny.

Tata Sons owns a majority 62.2% stake in Tata Play and aims to use the primary market to raise Rs.2,500 Crores, in what is said to be the company’s first IPO in over two decades. The last such IPO held by the company was way back in 2004 when the TCS IPO was launched.

It is suggested that the Tata Play IPO will offer an amalgamation of fresh issue shares, as well as OFS (offer for sale). The remaining 37.8% stake in Tata Play is jointly held by Walt Disney and Tata Opportunities Fund.

It is suggested that the two financial investors will exit the company, while Walt Disney will still retain a certain number of shares in the company.

In FY22, Tata Play managed to rake in revenue worth Rs.4,741 Crores, of which its profits stood at Rs.69 Crores.

Disclaimer:

1 – This blog is exclusively for educational purposes.
2 – The securities quoted are exemplary and are not recommendatory.
3 – Such representations are not indicative of future results.

Source: Times of India

For more details connect Investors helpdesk 9869958999 🤝

🌹India Daybook – Stocks in News


JSW Energy: Company starts phase-wise commissioning of 450 MW wind power project at Tuticorin, Tamil Nadu (Positive)

Bajaj Consumer: Company to consider proposal for share buyback on Dec 9 (Positive)

IRB Infra: November gross toll collection up 39.2% at Rs 365.9 cr Vs Rs 262.8 cr (YoY) (Positive)

DreamFolks: Company partners VidsurGolf to offer customers access to premium golf courses across India & AsiaPacific (Positive)

Natco Pharma: Delhi HC dismisses FMC Corp's appeal against Natco Pharma (Positive)

Ahluwalia Contracts: Bags order worth Rs 175 crore for construction of public auditorium at Guwahati (Positive)

Dhunseri Tea: Signs MoU With Apeejay Tea To Acquire 2 Tea Estates For Rs 110 Crores (Positive)

HDFC: Life Insurance Corporation of India bought additional 2.14 lakh shares (Positive)

Vedanta: Signed pact with Odisha to provide hot metal to plants, to invite industries to set up plants in Jharsuguda (Positive)

Rainbow: Government of Singapore bought 21.1 lakh shares at an average price of Rs 735 per share, ICICI Prudential Mutual Fund purchased 17.7 lakh shares. (Positive)

BCL Ind: The company has received order worth Rs 285 crore for supply of 4.9 crore litres of ethanol to oil marketing companies (Positive)

Grauer: Board meet to consider The Proposal of Investment By The Company. (Neutral)

Gujarat Fluorochem: Promoter Entity sold 18.0 Lakh equity shares in the company (Neutral)

HCC: IDBI Trusteeship Fund sold another 1.55 crore equity shares in the company (Neutral)

NDTV: Vikasa India EIF I Fund sold another 4.59 lakh equity shares in the company (Neutral)

Karur Bank: Hikes Lending Rates By 25 bps Across Tenures w.e.f. Dec-7 (Neutral)

Karur Bank: Meridian Chem Bond sold 48.06 lakh shares in the bank (Neutral)

Kalpataru Power: Board To Consider Fund Raising Via NCDs On Pvt Placement Basis On Dec-8 (Neutral)

Star Housing: Board meet to fix Record Date for Sub-Division & Bonus of Equity Shares (Neutral)

TVS Motor: Promoter Srinivasan Trust offloaded entire shares worth Rs 262.1 crore via open market transactions. It sold 25.69 lakh shares (Neutral)