📝 Survival Technologies files draft papers with Sebi to raise Rs 1,000 crore

📝 Tata Power raises Rs 1,000 crore through bonds

📝 Godrej Properties acquires 9-acre land in Gurugram

📝 Vietnam 2022 GDP growth quickens to 8.02%, fastest since 1997

📝 Pele, Brazil's sublimely skilled soccer star who charmed the world, dead at 82

📝 US jobless claims rise slightly, but remain near historic lows

📝 Tata Consumer Products Ltd acquires 23 per cent additional stake in South Africa-based Joekels

📝 Food processing industry invests Rs 4,900 crore under PLI scheme so far: Government

Business Standard

📝 Banks' net NPA ratio at 10-yr low, GNPAs continue downward journey: RBI

📝 Equity fundraising via QIPs, rights issues slump to lowest since 2016

📝 87% app makers don't pay for Apple store, 97% for Google Play: Report

📝 82% listed CPSEs don't have mandated independent directors: CAG report

📝 EV push: Eicher Motors to pick 10.35% stake in Spain-based Stark Future

📝 BSNL aims to introduce 4G network in 45,180 villages across India

📝 Megha-HCC joint venture lowest bidder for BKC bullet train station

📝 Trai recommends 10-year renewal for multi-system operators' registrations

📝 India's external debt at $610 billion in Q2 FY23; declines by $2.3 billion

📝 Food processing industry invests Rs 4,900 cr under PLI scheme so far: Govt

📝 ICICI Prudential Life Insurance's asset under management crosses Rs 2.5 trn

📝 JK Tyre best in 'ESG' rating in industry, targets carbon net zero by 2050

Financial Express

📝 Centre seeks to build consensus on labour codes

📝 Fintech firms stay bullish despite stiff RBI norms

📝 MCA extends facility for holding AGMs, EGMs via video conferencing till Sept 2023

📝 Three panels to look into complaints again social media platforms

📝 FOSMI urges govt to renew Credit Linked Capital Subsidy Scheme in its Pre-Budget Memorandum

📝 SIDBI, Ambit Finvest to co-lend unsecured loans to MSMEs

📝 Expect to sign at least 2 more FTAs in 2023, says Piyush Goyal

📝 Process smooth as ITR and GST filing deadlines approach: Govt

📝 RT-PCR testing for fliers from 6 nations mandatory from Jan 1

Mint

📝 Govt plans rollout of vax in push against cervical cancer

📝 Telcos push to resume 5G services at airports

📝 Cipla EU initiates strategic collaboration with Ethris, to invest Euro 15 mn

📝 Company filing portal to get major upgrade in January

📝 NTECL pays 2nd interim dividend of ₹100 cr to NTPC

📝 Apple production in China begins to catch up despite covid-19 woes

📝 IRB road SPV raises Rs700 cr debt to pay off existing project loans

📝 IAF successfully test fires BrahMos air launched missile.

LAST TRADING DAY
LAST TRADING WEEK
LAST TRADING MONTH
OF THE YEAR 2022.

MAY NEW YEAR 2023 BRING
HEALTH WEALTH HAPPINESS FOR YOU AND YOUR FAMILY.

@ALLiESFiN

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 30-12-2022 :*

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

*TOTAL NET BUY : +4320* 😀

*INDEX FUT. : -1309*

*INDEX OPT. : +5333*

*STOCK FUT. : +393*

*STOCK OPT. : -97*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 30-DEC-2022 :*

*FIIS : SELL -2,951 (2,252-5,203)* 😀

*DIIS : BUY +2,266 (5,715-3,449)* 😢

*BSE SENSEX : -293 (60,841)🔽*

*NSE NIFTY : -86 (18,105)🔽*

*BSE MIDCAP. : +94 (25,314)*🔼

*BSE SMLCAP. : +219 (28,926)*🔼

*B. CRUDE : $ 83.12* 🔼 😔

*GOLD: $1824=INR 54,890(10gr)* 🔼 🙂

*SILVER : RS. 71,600 (kg) (5pm) 🔼 😀*

*FOREX : RS. : $ 82.72* 🔼 🙂

*7.26% GOI '32 : 7.3277%(99.5250)*🔼 😔

*7.54% GOI '36 : 7.4343% (100.8750)* 🔼 😔

*7.41 GOI '36 : 7.4225% (99.89)* 🔼 😔

Nifty last 5 years yearly movement.
Telegram.me/AlliesFin

Another Positive Year .

Now we have had just one loss in the last 11 Years

Telegram.me/AlliesFin

Nifty 2011 to 2022

2012:🟢+27.7%
2013:🟢+6.8%
2014:🟢+31.4%
2015:🔴-4.1%
2016:🟢+3.0%
2017:🟢+28.6%
2018:🟢+3.2%
2019:🟢+12.0%
2020:🟢+14.9%
2021:🟢+24.1%
2022:🟢+4.3%

And most of us are still asking questions :

1. *Market ka kya lag raha hai ?*
2. *Lagta hai Recession aayega ?*
3. *Jab Dip aayega tab buy karunga. And jab Dip aayega tab aur Dip aane par buy karunga.*
4. *Markets all time high par hai. Abhi Invest nahi karunga*

East or West. Equity Investing is the Best with *Ordinary Companies* but with *Extraordinary Patience*.

Start Investing Now !


Story of 2022:

FIIs sold 2.75 lac crore
DIIs bought 2.74 lac crore

*2022*
Trading days 248
Green days 125
Red days 123

Fii Invst(-)2.75 L Cr
Dii Invst(+)2.6L Cr

*Gainers*
Cap Goods +17%
FMCG +22%
Metal +20%
PSU banks +67%
BankNifty +21%

Midcap index+3%
SmallCap index (-)15%

*Losers*
Health (-)11%
Pharma(-) 10%
I.T (-) 25%
Consumer (-)14%
Realty (-) 12%

*SGX Nifty -45 pts (18175) from last trade 18220 ,*


Nikkei clsd ,
Hangseng clsd ,
Now @6.58am .


Dow -73.55 pts ,Nsdq -11.60 pts, S&P
-9.78 pts, Bovespa Clsd , Ftse -60 Pts , Dax -148 pts , Cac -99 pts , Crude @ $80.51 brl (+2.11), Brent @ $85.91 brl (-0.00) , Gold @ 1830.10 (+4.10), Silver @ $24.18 (-0.07), Euro @ $1.0692, JPY @ $130.85, INR @ 82.715




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




TIJARIA
E.G.M. 





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




ASHAPURMIN
Issue Of Warrants        
COASTCORP
General;Right Issue of Equity Shares    
INVENTURE
General;Rights Issue        
NITTAGELA
Right Issue of Equity Shares      
ORCHASP
General          
RACE
General          
SANGHIIND
General  




*Stock under F&O ban on NSE*
*02-Dec-22*




None

India Daybook – Stocks in News


Shriram Finance: Company secures $100 mn long-term funding from Asian Development Bank (Positive)

CSB Bank Q3: Gross advances up 25.74%, Deposits up 19% (YoY) (Positive)

Dabur: Company says transaction with Badshah Masala has been completed (Positive)

South Indian Bank Q3: Gross Advances up 18% at Rs 70,168 cr Vs Rs 59,226 cr (YoY) (Positive)

HFCL: Company receives Purchase Orders aggregating to Rs 95.38 cr from Reliance Projects & Property Management Services (Positive)

M&M Financial: Aided by the continued momentum, total loan disbursals in December rose 67% on year to Rs 4,650 crore (Positive)

ONGC: 'Sagar Samrat' starts Oil and Gas production in Arabian Sea (Positive)

Eicher Motors Royal Enfield Total sales at 68,400 units vs Nomura’s estimate of 65,000 units (Positive)

PSP Projects: Company declared lowest bidder for a Government project worth Rs 1,364.47 cr in Surat, Gujarat (Positive)

Nazara Technologies: India has proposed self-regulatory bodies for online gaming companies operating in the country. (Positive)

Likhita infra: Order book swells by another 120Cr (Positive)

Borosil: The company has commenced commercial production of opal ware glass at its Jaipur plant in Rajasthan. (Positive)

Safari Industries: Subsidiary Safari Manufacturing has successfully commenced its additional commercial production of luggage at Halol factory in Gujarat. (Positive)

Hind Zinc Q3 Biz Update: Mined metal output at 2.54 lakh tonne, up 1% YoY. (Positive)

State Bank of India, ICICI Bank, and HDFC Bank continue to be identified as Domestic Systemically Important Banks (Neutral)

Karnataka Bank Q3: CASA at Rs 26,991.74 cr Vs Rs 24,549.42 cr, up 9.95% (Neutral)

Concor: December rail freight traffic stood at 130.7 million tonnes, up 3% YoY (Neutral)

Torrent Power: Company in talks with ReNew to buy 1.1GW clean energy capacity (Neutral)

Birlasoft: CFO Chandrasekar Thyagarajan resigns (Neutral)

State Bank of India: The lender’s board will meet to consider and approve raising of infrastructure bonds (Neutral)

Maruti Suzuki: December Production Down 18% To 1,24,722 Units.

Zee Ent: A petition has been filed under Section 9 of the Insolvency and Bankruptcy Code by the Indian Performing Right Society

Zomato: Co-founder and Chief Technology Officer Gunjan Patidar steps down

PROMOTERS SOLD SHARES IN OPEN MARKET RECENTLY, CONFIRM WITH YOUR DATA TOO. TEELGRAM.ME/ALLIESFIN FOR MARKET UPDATES :)

NASDAQ 100 CHART FOR EDUCATIONAL AND MOTIVATIONAL PURPOSE ONLY.
GOOD BASE FORMATION.
UPSIDE MOVE POSSIBLE IF HOLD
10K MARK. AAPKA SAARTHi @A1GURUKULAM

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 03-01-2023 :*

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

*TOTAL NET BUY : +9203*

*INDEX FUT. : -666*

*INDEX OPT. : +9964*

*STOCK FUT. : -155*

*STOCK OPT. : +60*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 03-JAN-2023 :*

*FIIS : SELL -628 (3,077-3,705)* 😩

*DIIS : BUY +350 (5,243-4,893)* 🙂

*BSE SENSEX : +126 (61,294)🔼*

*NSE NIFTY : +35 (18,232)🔼*

*BSE MIDCAP. : +56 (25,514)*🔼

*BSE SMLCAP. : +53 (29,222)*🔼

*B. CRUDE : $ 84.98* 🔽 😊

*GOLD: $1834=INR 55,310(10gr)* 🔼 🙂

*SILVER : RS. 72,300 (kg) (5pm) 🔼 😊*

*FOREX : RS. : $ 82.88* 🔽 😔

*7.26% GOI '32 : 7.3398%(99.57)*🔽 🙂

*7.54% GOI '36 : 7.4195% (101.00)* 🔽 🙂

*7.41 GOI '36 : 7.4048% (100.04)* 🔽 🙂

*🌹India Daybook – Stocks in News*


*Equitas SFB:* The Reserve Bank of India approves SBI Funds Management Limited's acquisition of 9.99% stake in Equitas SFB (Positive)

*PSB Bank Q3:* Total biz up 12.26% at Rs 1.87 lk cr vs Rs 1.67 lk cr (YoY) (Positive)

*RailTel:* Company receives order worth Rs 186.19 Cr from South Eastern Coalfields (SECL) for 5 years (Positive)

*NTPC:* Company starts India’s first green hydrogen blending operation in PNG Network (Positive)

*Avenue Supermarts:* Q3 standalone revenue from operations at Rs 11,304.58 cr Vs Rs 9,065.02 Cr (YoY) (Positive)

*Themis Medicare:* Company launches ‘Lenzetto’ for treatment of menopausal symptoms (Positive)

*Coal India:* Coal production rises 16% at 608 mn tonnes during Apr-Dec period of FY23 (Positive)

*Logistic Stocks:* ICRA revises upwards road logistics sector growth forecast to 11-13% this fiscal (Positive)

*IRB Infra:* Board to meet to consider Stock-Split Proposal (Positive)

*BF Investment:* Board to meet to consider Voluntary Delisting of Shares. (Positive)

*MCX India:* Norges Bank - Government Pension Fund Global has bought 3.38 lakh shares in the company (Positive)

*PNC Infratech:* Subsidiary Akkalkot Highways received appointed date, from NHAI for construction of 6 lane with access controlled greenfield highway. (Positive)

*Indigo:* The domestic air passenger traffic for the airline sector touched 1.29 crore to cross the pre-COVID level in December. (Positive)

*Reliance Capital:* Torrent Investments gets interim relief from NCLT in Rel Cap bidding case (Neutral)

*Reliance Industries:* Reliance Consumer Products Limited will acquire 50% stake in Sosyo Hajoori Beverages (Neutral)

*Vedanta* Q3: Total Aluminium production up 2% YoY at 566 kt (Neutral)

*ICICI Bank:* CBI seeks details of 10 high value loans disbursed by ICICI Bank to Videocon between 2012-2018: CNBC Sources (Neutral)

*HDFC Q3:* Company assigned loans amounting to ₹8,892 crore compared to ₹7,468 crore YoY (Neutral)

*Can Fin Homes:* Company appoints Apurav Agarwal as CFO as Prashanth Joishy resigns (Neutral)

*LTI Mindtree:* Venugopal Lambu resigns from the position of Whole-time Director & President, Markets 11, to pursue opportunities outside the Company (Neutral)

*Indusind Bank:* Net Advances at Rs 2.719 Lakh Crores Up 19% YoY & Up 5% QoQ (Neutral)

*Satin Creditcare:* The board of directors of the company will meet on January 6 to consider raising of funds (Neutral)

*KIMS:* To Consider Fund Raising Via NCDs Aggregating Rs 300 Crores. (Neutral)

*FMCG Stocks:* With weak rural demand, FMCG sales dip 4.7% in December

Tech Continues to Pummel US Stocks; Dollar Gains: Markets Wrap

US stocks continued to decline as investors remain on the edge about the outlook for growth stocks after Tesla Inc. dropped the most since 2020 on demand woes and declines in Apple Inc. dragged key indexes. The dollar rose the most in nearly three weeks.

The S&P 500 fell about 1%, dragged by technology and energy stocks. The tech-heavy Nasdaq 100’s losses surpassed 1%. A drop in Apple shares, as concerns about iPhone supply in the important holiday quarter mount, pushed the firm’s market value below $2 trillion. The firm has told suppliers to make fewer components for some products because of weakening demand. Tesla fell after fourth-quarter deliveries missed estimates, despite the firm offering incentives in important markets.

In a departure from what stocks are doing on Tuesday, Treasuries rose, with yields declining across the curve. The 10-year yield dropped to around 3.77%, after falling to 3.72% earlier. Stocks and bonds could return to their old ways, with bonds serving as a hedge for risk exposure, according to most respondents of MLIV Pulse’s latest survey.

Investors, still cautious after their wagers missed the mark in 2022, expect a volatile year of trading as uncertainty about the US economy persists. Federal Reserve policy will dictate how stocks and bonds perform, with some traders already seeking out opportunities resulting from risk assets getting sold off. 

💸Short name for words related to Stock Market💰

Full list Telegram.me/AlliesFin/12538

CMP -Current Market Price

LTP -Last Traded Price

SL-STOP LOSS

TGT -TARGET

TSL -TRAILING SL

VOL -VOLUME

TL -TREND LINE

BO -Break Out

PDH -Previous Day High

PDL -Previous Day Low

DH -Day High

DL -Day Low

ATH -All Time High

CLBS/CB -Closing Basis

DCB -Daily Closing Basis

WCB -Weekly Closing Basis

MCB -Monthly Closing Basis

HH -Higher High

HL -Higher Low

LH -Lower High

LL -Lower Low

S&D -Supply and Demand

S&R -Support and
Resistance

ATM -At the Money

OTM -Out of the money

ITM -In the money

CE -Call option

PE -Put option

IMB -imbalance

IB -Initial Balance

VAH -Value Area High

VAL-Value Area Low

LVN -Low Volume Node

HVN -High Volume Node

OFA -Order Flow analysis

MP -Market Profile

VP -Volume Profile

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*Indian Unlisted Companies Shine*

CMIE’s Prowess database houses the performance metrics of over 50,000 companies. This may be small in count—a mere 3.3% compared to the 1.5 million active companies registered with the Ministry of Company Affairs. But these 50,000 plus companies in Prowess contain the more active firms in India. Prowess companies are not limited to listed companies. About 90% of the companies in Prowess do not have their equity shares or bonds listed on the bourses.

A useful measure of the representativeness of the Prowess dataset is the share of these companies in the corporate taxes collected by the central government. For a long time—between 2004-05 and 2016-17, companies in the Prowess database accounted for about 70% of the total corporate taxes collected by the central government. Between these two years, the number of companies for which data is available in a year has varied from about 16,000 to 34,000. But, the share of these companies in the corporate taxes collected by the central government has been mostly close to 70%, or higher. The variation is within a relatively narrow range of 67-77%.

Therefore, the less-than 3% companies in the Prowess database account for about 70% of the total corporate taxes collected by the central government. It may not be incorrect to assume that 3% of the companies account for 70% of the profits generated, and by extension, the business generated by the corporate sector in India. This illustrates the concentration of economic activity and the concentration of wealth in India.

Usually, the yearly growth in corporate taxes paid by listed companies is lower than the growth in corporate taxes paid by unlisted companies. And, the growth in taxes collected by the central government is between the two. There are exceptions, but these are usually minor. Fiscal 2017-18 was one such exception. Growth in central government tax collections at 17.8% was much higher than the corporate taxes accounted for by both, listed companies (4.7%) and the unlisted companies (7.2%).

In 2019-20, all three—listed companies, unlisted companies and central government reported a sharp fall in corporate taxes—in the range of 14-19%. This adds to the long list of indicators that tell us that the Indian economy had slowed down sharply well before it was struck by the Covid-19 pandemic.

In 2020-21, the year of the pandemic, while corporate tax collections by the central government fell sharply by 17.8%, corporate taxes paid by listed companies declined by only 3.4%. And, corporate taxes paid by unlisted companies in the Prowess dataset increased by 1.4%. This has a serious implication. It suggests that the hundreds of thousands of unlisted companies that are not covered by Prowess did terribly during the Covid-19 year. We deduce from the available data that their profits halved. It is possible that large numbers from these could have incurred huge losses. They represent the hidden vulnerability of Indian enterprise. These will include the large numbers of small and medium-sized enterprises.

The central government had collected Rs 4.58 trillion corporate taxes. The 32,238 companies in the Prowess database that have data for 2020-21 account for Rs 3.5 trillion. Of this, Rs 1.93 trillion of taxes was contributed by the listed companies and Rs 1.57 trillion by the unlisted companies in the Prowess database. Companies that are not covered in the Prowess database accounted for the remaining Rs 1.1 trillion. They had contributed Rs 2 trillion in the previous year.

It is interesting that the share of listed companies in total taxes has been falling, while that of unlisted companies in the Prowess dataset has been rising. The share of listed companies in total corporate taxes collected by the central government had peaked at 64% in 2002-03. Since then, it has declined steadily to fall to 36% in 2019-20. This is in spite of the fact that a large number of loss-making companies were delisted during 2016-17 through 2018-19.

The share of unlisted companies in total tax collected has increased correspondingly. The flip is quite sharp.

But, in 2020-21, when Covid-19 struck the fortunes of non-Prowess companies, the share of listed companies in total corporate tax collection rose to 42% and the share of unlisted companies in the Prowess dataset increased to 34%. Collectively, the Prowess set of companies accounted for 76.5% of total corporate tax collection in 2020-21. Listed companies retained their 42% share in 2021-22. It is likely that the unlisted companies in Prowess also retained, if not raised, their share in total corporate tax collection by the central government. We will know for sure in a few months when the data collection for 2021-22 is more complete than it is now.

During the first half of 2022-23, profits by listed companies increased by around 7% compared to the year-ago period. But, corporate tax collections by the central government grew by nearly 22%. This implies that unlisted companies grew much, much faster than listed companies. We expect profits of listed companies to grow by 5% in the second half of 2022-23. The government had budgeted corporate tax collections to grow by about 14%, but is headed to see a much larger growth. This again implies that unlisted companies are growing their profits faster than listed companies.

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