*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 06-01-2023 :*
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +13005* 😀😀
*INDEX FUT. : -72*
*INDEX OPT. : +13518*
*STOCK FUT. : -354*
*STOCK OPT. : -87*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 06-JAN-2023 :*
*FIIS : SELL -2,902 (3,856-6,758)* 😢
*DIIS : BUY +1,083 (6,638-5,555)* 😀
*BSE SENSEX : -453 (59,900)🔽*
*NSE NIFTY : -133 (17,859)🔽*
*BSE MIDCAP. : -183 (25,167)*🔽
*BSE SMLCAP. : -212 (28,784)*🔽
*B. CRUDE : $ 80.41* 🔼 😢
*GOLD: $1848=INR 56,000(10gr)* 🔼 🙂
*SILVER : RS. 71,300 (kg) (5pm) 🔽 😢*
*FOREX : RS. : $ 82.72* 🔽 😔
*7.26% GOI '32 : 7.3736%(99.2150)*🔼 😩
*7.54% GOI '36 : 7.4510% (100.7325)* 🔼 😩
*7.41 GOI '36 : 7.4302% (99.82)* 🔼 😩
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +13005* 😀😀
*INDEX FUT. : -72*
*INDEX OPT. : +13518*
*STOCK FUT. : -354*
*STOCK OPT. : -87*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 06-JAN-2023 :*
*FIIS : SELL -2,902 (3,856-6,758)* 😢
*DIIS : BUY +1,083 (6,638-5,555)* 😀
*BSE SENSEX : -453 (59,900)🔽*
*NSE NIFTY : -133 (17,859)🔽*
*BSE MIDCAP. : -183 (25,167)*🔽
*BSE SMLCAP. : -212 (28,784)*🔽
*B. CRUDE : $ 80.41* 🔼 😢
*GOLD: $1848=INR 56,000(10gr)* 🔼 🙂
*SILVER : RS. 71,300 (kg) (5pm) 🔽 😢*
*FOREX : RS. : $ 82.72* 🔽 😔
*7.26% GOI '32 : 7.3736%(99.2150)*🔼 😩
*7.54% GOI '36 : 7.4510% (100.7325)* 🔼 😩
*7.41 GOI '36 : 7.4302% (99.82)* 🔼 😩
Resolutions for 2023
Support Friends Business
Details
https://www.instagram.com/reel/CnFCBUdtme-/?igshid=YmMyMTA2M2Y=
Support Friends Business
Details
https://www.instagram.com/reel/CnFCBUdtme-/?igshid=YmMyMTA2M2Y=
*SGX Nifty +161 pts (18110) from last trade 17949 ,*
Nikkei clsd ,
Hangseng +304 pts ,
Around @ 6.52am .
Dow +700.53 pts ,Nsdq +264.05 pts, S&P
+86.98 pts, Bovespa +1322 pts , Ftse +66 Pts , Dax +173 pts , Cac +99 pts , Crude @ $74.05 brl (+0.28), Brent @ $78.84 brl (+0.27) , Gold @ 1872.70 (+3.00), Silver @ $24.085 (+0.10), Euro @ $1.0652, JPY @ $131.92, INR @ 82.275
*Today's Corporate Action*
*9th Jan Ex Date*
OMKAR
E.G.M.
VIVANTA
E.G.M.
*Today's Key Results/Board Meetings*
*9-Jan-22*
EMERALD
Quarterly Results
GAL
Quarterly Results
GGL
Quarterly Results
JBFIND
Quarterly Results
NAVODAYENT
General
QRIL
Increase in Authorised Capital;General;Preferential Issue of shares
RANJEET
Preferential Issue of shares
TASHIND
Quarterly Results
TCS
Audited Results;Interim Dividend;Quarterly Results
TIJARIA
Quarterly Results
VISCO
Amalgamation;General
*Stock under F&O ban on NSE*
*09-Dec-22*
1 IBULHSGFIN
Nikkei clsd ,
Hangseng +304 pts ,
Around @ 6.52am .
Dow +700.53 pts ,Nsdq +264.05 pts, S&P
+86.98 pts, Bovespa +1322 pts , Ftse +66 Pts , Dax +173 pts , Cac +99 pts , Crude @ $74.05 brl (+0.28), Brent @ $78.84 brl (+0.27) , Gold @ 1872.70 (+3.00), Silver @ $24.085 (+0.10), Euro @ $1.0652, JPY @ $131.92, INR @ 82.275
*Today's Corporate Action*
*9th Jan Ex Date*
OMKAR
E.G.M.
VIVANTA
E.G.M.
*Today's Key Results/Board Meetings*
*9-Jan-22*
EMERALD
Quarterly Results
GAL
Quarterly Results
GGL
Quarterly Results
JBFIND
Quarterly Results
NAVODAYENT
General
QRIL
Increase in Authorised Capital;General;Preferential Issue of shares
RANJEET
Preferential Issue of shares
TASHIND
Quarterly Results
TCS
Audited Results;Interim Dividend;Quarterly Results
TIJARIA
Quarterly Results
VISCO
Amalgamation;General
*Stock under F&O ban on NSE*
*09-Dec-22*
1 IBULHSGFIN
Namate
• Paytm Founder May Not Be Eligible for Stock Options: Proxy Firm
• India Court Allows Insolvency Request Against Future Group Chain
• India Gets Expressions of Interest for Stake in IDBI Bank
• India Set to Lose Fastest-Growing Major Economy Title (3)
o Statistics ministry sees 7% GDP expansion this fiscal year
• India to Join Sovereign Green Bond Club With $2 Billion Issuance
o First green bond auction to take place on Jan. 25: RBI
• India Offshore Bond Drought May End With Bank Said to Weigh Sale
• Swiss Government Agency Wins Rare Trademark Case in Indian Court
• SEBI Plans to Tighten Investment Valuation Norms for India AIFs
• SEBI issues operational circular for Credit Rating Agencies
• India Yet to Give Quality Approval for 160 Chinese Toy Sellers
• Exim Bank Is Said to be in Talks to Raise Up to $1b Via Bonds
• Farmers in India Boost Planting of Winter-Sown Wheat and Pulses
• Forex Reserves Rise $44m to $562.9b in a Week to Dec. 30
• Templeton Buys India Tech Startups After $20 Billion Rout
• Stocks in India Resume Weekly Plunge Amid Worries Over Growth
• Global Funds Sell NET INR 29 B of India stocks Jan. 6 : NSE
o Domestic funds buy 10.8 billion ruppes of India stocks
• India Denies Bids by Google, Facebook to Start New Platform: ET
• Amazon Layoffs to Impact Around 1,000 Staff in India: ET
• Torrent Offers Reliance Capital Bid as Cash Upfront: Mint
• Paytm Bank Gets RBI Nod for Surinder Chawla as New CEO: Mint
• Apple Begins Hiring Retail Store Employees in India, FT Reports
• Aditya Birla Fashion & Retail (ABFRL): Will issue NCDs worth 5 billion rupees on or after Jan. 13
• Adani Enterprises (ADE): Adani Group Is Said to Have Initial Interest in PTC Stake Sale
• Gland Pharma (GLAND): In a Share Purchase Agreement with FPCI Sino French Midcap Fund for acquisition of ‘Cenexi’
• HCL Technologies (HCLT): Picked by US-based ODP Corp. as primary IT partner
• Karnavati Finance (KAFN): To consider stock split on Jan. 30
• Lupin (LPC): Lupin: Usfda Nod for Generic of Toviaz Extended- Release Tablets
• NTPC (NTPC): India-Backed Power Trader Stake Is Said to Draw Adani Interest
• Paytm Founder May Not Be Eligible for Stock Options: Proxy Firm
• India Court Allows Insolvency Request Against Future Group Chain
• India Gets Expressions of Interest for Stake in IDBI Bank
• India Set to Lose Fastest-Growing Major Economy Title (3)
o Statistics ministry sees 7% GDP expansion this fiscal year
• India to Join Sovereign Green Bond Club With $2 Billion Issuance
o First green bond auction to take place on Jan. 25: RBI
• India Offshore Bond Drought May End With Bank Said to Weigh Sale
• Swiss Government Agency Wins Rare Trademark Case in Indian Court
• SEBI Plans to Tighten Investment Valuation Norms for India AIFs
• SEBI issues operational circular for Credit Rating Agencies
• India Yet to Give Quality Approval for 160 Chinese Toy Sellers
• Exim Bank Is Said to be in Talks to Raise Up to $1b Via Bonds
• Farmers in India Boost Planting of Winter-Sown Wheat and Pulses
• Forex Reserves Rise $44m to $562.9b in a Week to Dec. 30
• Templeton Buys India Tech Startups After $20 Billion Rout
• Stocks in India Resume Weekly Plunge Amid Worries Over Growth
• Global Funds Sell NET INR 29 B of India stocks Jan. 6 : NSE
o Domestic funds buy 10.8 billion ruppes of India stocks
• India Denies Bids by Google, Facebook to Start New Platform: ET
• Amazon Layoffs to Impact Around 1,000 Staff in India: ET
• Torrent Offers Reliance Capital Bid as Cash Upfront: Mint
• Paytm Bank Gets RBI Nod for Surinder Chawla as New CEO: Mint
• Apple Begins Hiring Retail Store Employees in India, FT Reports
• Aditya Birla Fashion & Retail (ABFRL): Will issue NCDs worth 5 billion rupees on or after Jan. 13
• Adani Enterprises (ADE): Adani Group Is Said to Have Initial Interest in PTC Stake Sale
• Gland Pharma (GLAND): In a Share Purchase Agreement with FPCI Sino French Midcap Fund for acquisition of ‘Cenexi’
• HCL Technologies (HCLT): Picked by US-based ODP Corp. as primary IT partner
• Karnavati Finance (KAFN): To consider stock split on Jan. 30
• Lupin (LPC): Lupin: Usfda Nod for Generic of Toviaz Extended- Release Tablets
• NTPC (NTPC): India-Backed Power Trader Stake Is Said to Draw Adani Interest
Business headlines
* Govt received multiple EoI for IDBI Bank stake sale, says divest secy (Informist)
* RJio launches 5G services in Rajasthan's Jaipur, Jodhpur, Udaipur (Informist)
* Auditor detects 2.96-bln-rupee fraud transactions at Srei Equipment (Informist)
* Auditor finds 475-mln-rupee fraud transactions at Srei Equipment Fin (Informist)
* Tata Steel domestic sales rise 7% on year to 4.73 mln tn in Oct-Dec (Informist)
* Asian Paints board OKs 20-bln-rupee investment in new mfg plant (Informist)
* Titan Co Oct-Dec sales rise 12% on year, watch sales up 14% (Informist)
* Gujarat Pipavav Port container volume up 22% on year in Oct-Dec (Informist)
* Kalyan Jewellers' Oct-Dec consol revenue rises 13% on festival demand (Informist)
* US FDA seeks additional data in Biocon's application for Insulin-R (Informist)
* Ease of doing business is not just centre's responsibility, says finance minister (BL)
* Customs duty on 35 items may be hiked in Budget (ET)
* Economists peg India's FY24 growth at 6% after advance estimates (BS)
* Remittance cost likely to be cut to 3% by 2027 (ET)
* Lenders may hold another round of auction for cash-strapped RCap (BS)
* Ather Energy sets $1 bln revenue target for this year (Mint)
* Govt coffers swell on boost from import duty receipts (Mint)
* Customers scramble as new bank locker rules kick in (Mint)
* IL&FS pays Canara Bank, others 13 bln rupees (ET)
* Price growth drove India's pharmaceutical sales in 2022, shows data (BS)
* Smaller AMCs shine, see robust growth in 2022 (FE)
* Rel Consumer to focus equally on full FMCG range, backend sourcing (ET)
* Apple starts recruitment for flagship retail stores in India (ET)
* Disney unit buys Hotstar’s US business for 1,780 mln rupees (ET)
* Mercedes expects double-digit growth in India in 2023 despite weak rupee (RTR)
* Russian shipment for Bangladesh nuclear plant docks at Haldia port (ET)
* Fairfax ex-head, Kingfisher veteran plan regional airline (ET)
* Piyush Goyal to attend India-US Trade Policy Forum on Jan 11 (BS)
* Govt received multiple EoI for IDBI Bank stake sale, says divest secy (Informist)
* RJio launches 5G services in Rajasthan's Jaipur, Jodhpur, Udaipur (Informist)
* Auditor detects 2.96-bln-rupee fraud transactions at Srei Equipment (Informist)
* Auditor finds 475-mln-rupee fraud transactions at Srei Equipment Fin (Informist)
* Tata Steel domestic sales rise 7% on year to 4.73 mln tn in Oct-Dec (Informist)
* Asian Paints board OKs 20-bln-rupee investment in new mfg plant (Informist)
* Titan Co Oct-Dec sales rise 12% on year, watch sales up 14% (Informist)
* Gujarat Pipavav Port container volume up 22% on year in Oct-Dec (Informist)
* Kalyan Jewellers' Oct-Dec consol revenue rises 13% on festival demand (Informist)
* US FDA seeks additional data in Biocon's application for Insulin-R (Informist)
* Ease of doing business is not just centre's responsibility, says finance minister (BL)
* Customs duty on 35 items may be hiked in Budget (ET)
* Economists peg India's FY24 growth at 6% after advance estimates (BS)
* Remittance cost likely to be cut to 3% by 2027 (ET)
* Lenders may hold another round of auction for cash-strapped RCap (BS)
* Ather Energy sets $1 bln revenue target for this year (Mint)
* Govt coffers swell on boost from import duty receipts (Mint)
* Customers scramble as new bank locker rules kick in (Mint)
* IL&FS pays Canara Bank, others 13 bln rupees (ET)
* Price growth drove India's pharmaceutical sales in 2022, shows data (BS)
* Smaller AMCs shine, see robust growth in 2022 (FE)
* Rel Consumer to focus equally on full FMCG range, backend sourcing (ET)
* Apple starts recruitment for flagship retail stores in India (ET)
* Disney unit buys Hotstar’s US business for 1,780 mln rupees (ET)
* Mercedes expects double-digit growth in India in 2023 despite weak rupee (RTR)
* Russian shipment for Bangladesh nuclear plant docks at Haldia port (ET)
* Fairfax ex-head, Kingfisher veteran plan regional airline (ET)
* Piyush Goyal to attend India-US Trade Policy Forum on Jan 11 (BS)
TCS Q3FY23 Result First Cut: All round Beat; Special Dividend Announced
➡️In CC terms Revenue reported 13.5% YoY growth, better than our expectations. CC sequential growth not yet announced, but our calculation suggests CC sequential growth would be ~3%. This is much better than our and street expectations.
➡️In USD terms Revenue grew by 3.3% QoQ and 9% YoY to USD 7.1 Bn against our expectations of 7% YoY and 1.5% QoQ growth.
➡️ INR terms Revenue grew by 19.1% YoY to INR 583 Bn against our expectations of 17% YoY growth.
➡️TCS reported Operating margin of 24.5% in Q3FY23 which was 50 bps higher sequentially and inline with our estimates. EBIT grew by 16.7% YoY and 7.6% QoQ.
➡️PAT grew by 11% YoY and 4% QoQ to 108 bn. This was lower our and street estimates.
➡️The company reported orderbook of US$7.8bn which remained flat YoY but maintained a comfortable level. Book to Bill ratio came at 1.1x.
➡️Vertical wise YoY performance- Growth was led by Retail and CPG (18.7%) and Life Sciences & Healthcare verticals (+14.4%). Communications & Media grew +13.5% and Technology & Services grew +13.6%. Manufacturing grew +12.5% while BFSI grew +11.1%.
➡️Geography Wise YoY Performance: Among major markets, North America and UK led with +15.4% growth; Continental Europe grew +9.7%. In emerging markets, Latin America grew +14.6%, India grew +9.1%, Asia Pacific grew +9.5% and Middle East & Africa grew +8.6%.
➡️Attrition came at 21.3%, flat sequentially. Net hiring came negative ~2,200 people which push the utilisation higher in this quarter.
➡️Total Company announced Dividend of INR 75 per share including INR 67 as special dividend Record date 17/01/2023 | Payment date 03/02/2023.
➡️Commentary of CEO: ““We are pleased with our strong growth in a seasonally weak quarter, driven by cloud services, market share gains through vendor consolidation, and continued momentum in North America and UK. The sustained strength of demand for our services is a validation of the value we provide to our clients in helping them differentiate themselves, while enhancing their competitiveness. Looking ahead, and beyond current uncertainties, our longer-term growth outlook remains robust.”
ConCall Details:
Time: 09th January 07:00 p.m.
Primary Access: +91 22 6280 1108
Secondary Access: +91 22 7115 8009
➡️In CC terms Revenue reported 13.5% YoY growth, better than our expectations. CC sequential growth not yet announced, but our calculation suggests CC sequential growth would be ~3%. This is much better than our and street expectations.
➡️In USD terms Revenue grew by 3.3% QoQ and 9% YoY to USD 7.1 Bn against our expectations of 7% YoY and 1.5% QoQ growth.
➡️ INR terms Revenue grew by 19.1% YoY to INR 583 Bn against our expectations of 17% YoY growth.
➡️TCS reported Operating margin of 24.5% in Q3FY23 which was 50 bps higher sequentially and inline with our estimates. EBIT grew by 16.7% YoY and 7.6% QoQ.
➡️PAT grew by 11% YoY and 4% QoQ to 108 bn. This was lower our and street estimates.
➡️The company reported orderbook of US$7.8bn which remained flat YoY but maintained a comfortable level. Book to Bill ratio came at 1.1x.
➡️Vertical wise YoY performance- Growth was led by Retail and CPG (18.7%) and Life Sciences & Healthcare verticals (+14.4%). Communications & Media grew +13.5% and Technology & Services grew +13.6%. Manufacturing grew +12.5% while BFSI grew +11.1%.
➡️Geography Wise YoY Performance: Among major markets, North America and UK led with +15.4% growth; Continental Europe grew +9.7%. In emerging markets, Latin America grew +14.6%, India grew +9.1%, Asia Pacific grew +9.5% and Middle East & Africa grew +8.6%.
➡️Attrition came at 21.3%, flat sequentially. Net hiring came negative ~2,200 people which push the utilisation higher in this quarter.
➡️Total Company announced Dividend of INR 75 per share including INR 67 as special dividend Record date 17/01/2023 | Payment date 03/02/2023.
➡️Commentary of CEO: ““We are pleased with our strong growth in a seasonally weak quarter, driven by cloud services, market share gains through vendor consolidation, and continued momentum in North America and UK. The sustained strength of demand for our services is a validation of the value we provide to our clients in helping them differentiate themselves, while enhancing their competitiveness. Looking ahead, and beyond current uncertainties, our longer-term growth outlook remains robust.”
ConCall Details:
Time: 09th January 07:00 p.m.
Primary Access: +91 22 6280 1108
Secondary Access: +91 22 7115 8009
👍1
*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 09-01-2023 :*
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +4555* 😀
*INDEX FUT. : +2178*
*INDEX OPT. : +169*
*STOCK FUT. : +1982*
*STOCK OPT. : +226*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 09-JAN-2023 :*
*FIIS : SELL -203 (8,643-8,846)* 😔
*DIIS : BUY +1,724 (6,476-4,752)* 😀
*BSE SENSEX : +847 (60,747)🔼*
*NSE NIFTY : +242 (18,101)🔼*
*BSE MIDCAP. : +234 (25,401)*🔼
*BSE SMLCAP. : +144 (28,928)*🔼
*B. CRUDE : $ 80.62* 🔼 😔
*GOLD: $1877=INR 56,700(10gr)* 🔼 😊
*SILVER : RS. 72,100 (kg) (5pm) 🔼 😊*
*FOREX : RS. : $ 82.36* 🔼 😊
*7.26% GOI '32 : 7.3427%(99.4250)*🔽 😊
*7.54% GOI '36 : 7.4074% (101.10)* 🔽 😊
*7.41 GOI '36 : 7.4045% (100.04)* 🔽 😊
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +4555* 😀
*INDEX FUT. : +2178*
*INDEX OPT. : +169*
*STOCK FUT. : +1982*
*STOCK OPT. : +226*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 09-JAN-2023 :*
*FIIS : SELL -203 (8,643-8,846)* 😔
*DIIS : BUY +1,724 (6,476-4,752)* 😀
*BSE SENSEX : +847 (60,747)🔼*
*NSE NIFTY : +242 (18,101)🔼*
*BSE MIDCAP. : +234 (25,401)*🔼
*BSE SMLCAP. : +144 (28,928)*🔼
*B. CRUDE : $ 80.62* 🔼 😔
*GOLD: $1877=INR 56,700(10gr)* 🔼 😊
*SILVER : RS. 72,100 (kg) (5pm) 🔼 😊*
*FOREX : RS. : $ 82.36* 🔼 😊
*7.26% GOI '32 : 7.3427%(99.4250)*🔽 😊
*7.54% GOI '36 : 7.4074% (101.10)* 🔽 😊
*7.41 GOI '36 : 7.4045% (100.04)* 🔽 😊
*MKT. UPDATES :*
*SGX Nifty -10 pts (18152) from last trade 18162 ,*
Nikkei +195 pts ,
Hangseng -18 pts ,
Around @ 6.52am .
Dow -112.96 pts ,Nsdq +66.36 pts, S&P
-2.99 pts, Bovespa +165 pts , Ftse +25 Pts , Dax +182 pts , Cac +46 pts , Crude @ $74.85 brl (+0.24), Brent @ $79.80 brl (+1.23) , Gold @ 1875.10 (-2.70), Silver @ $23.765 (+0.10), Euro @ $1.073, JPY @ $131.80, INR @ 82.175
*US GOVT. 10-YEAR YIELD : 3.54%*
*Today's Corporate Action, 10 Jan Ex Date :*
RAJNISH
Stock Split From Rs.2/- to Rs.1/-
*Today's Key Results/Board Meetings, 10-Jan-22 :*
AARSHYAM
Quarterly Results
ATHARVENT
General;Quarterly Results
EARUM
Increase in Authorised Capital;Rights Issue
EASUN
General
EXCEL
General;Quarterly Results
GGPL
General;Quarterly Results
GISOLUTION
Quarterly Results
GMPL
General
MAGNUM
Issue Of Warrants
MARSONS
Quarterly Results
PRERINFRA
Quarterly Results
QUESTCAP
Quarterly Results
RLF
Quarterly Results
VISAGAR
Quarterly Results
*SEC. IN F&O BAN FOR, 10 JAN, 2023 :*
*1. IBULHSGFIN 2. GNFC*
*ADDITION : GNFC*
*DELETION : NIL*
*Today's Alert :*
*RBI to Conduct Auction of SDLS BONDS for INR 60 Billion*
*SGX Nifty -10 pts (18152) from last trade 18162 ,*
Nikkei +195 pts ,
Hangseng -18 pts ,
Around @ 6.52am .
Dow -112.96 pts ,Nsdq +66.36 pts, S&P
-2.99 pts, Bovespa +165 pts , Ftse +25 Pts , Dax +182 pts , Cac +46 pts , Crude @ $74.85 brl (+0.24), Brent @ $79.80 brl (+1.23) , Gold @ 1875.10 (-2.70), Silver @ $23.765 (+0.10), Euro @ $1.073, JPY @ $131.80, INR @ 82.175
*US GOVT. 10-YEAR YIELD : 3.54%*
*Today's Corporate Action, 10 Jan Ex Date :*
RAJNISH
Stock Split From Rs.2/- to Rs.1/-
*Today's Key Results/Board Meetings, 10-Jan-22 :*
AARSHYAM
Quarterly Results
ATHARVENT
General;Quarterly Results
EARUM
Increase in Authorised Capital;Rights Issue
EASUN
General
EXCEL
General;Quarterly Results
GGPL
General;Quarterly Results
GISOLUTION
Quarterly Results
GMPL
General
MAGNUM
Issue Of Warrants
MARSONS
Quarterly Results
PRERINFRA
Quarterly Results
QUESTCAP
Quarterly Results
RLF
Quarterly Results
VISAGAR
Quarterly Results
*SEC. IN F&O BAN FOR, 10 JAN, 2023 :*
*1. IBULHSGFIN 2. GNFC*
*ADDITION : GNFC*
*DELETION : NIL*
*Today's Alert :*
*RBI to Conduct Auction of SDLS BONDS for INR 60 Billion*
*News Headlines from Business News Agencies:*
*Business Standard :*
• Bond issuance by banks to touch record Rs 1.3 trn in FY23: Report
• JSW Steel's combined output in Q3 grows 17% to 6.24 MT, says report
• Toyota Kirloskar Motors restarts booking for Hilux utility vehicle
• Meta hires former Tata CLiQ CEO to head global business group in India
• Freebie culture hurting economic growth, must end: L&T chairman A M Naik
• Goldman Sachs to cut about 3,200 jobs this week after cost review
• Paytm's loan disbursals jump 330 per cent in December, GMV up 38 per cent
• HDFC Capital raises $376 million for affordable housing fund H-Care 3
• CESL invites bids to lease out 3,500 e-vehicles for period of up to 5 years
• Govt considering textile duty structure rejig in Union Budget: Report
• Malaysia pledges to invest in development of Indonesia's new capital
• Cargo ship that went aground in Suez Canal refloated, say officials
• Japanese PM Kishida highlights security concerns on trip to Europe, US
• Taiwan passes 'Chips Act', offers tax credits to local chipmakers
• TCS reports 11% net profit jump in Q3, announces dividend of Rs 75 a share
• Govt mulls lifting rice export curbs as supply improves, prices stabilise
*Economic Times :*
• With $10.8 billion, Bengaluru top city on startup funding in 2022
• A peek into Reliance's plan to shake up FMCG biz
• IDBI divestment to complete in FY24: DIPAM Secy
• Fall in nominal GDP to challenge India's fiscal math
• Amul MD RS Sodhi resigns, Jayen Mehta takes charge
• Prem Watsa's top India ally, former Kingfisher honcho come together to plan new airline
• FPIs dumped Indian IT stocks worth Rs 72,000 crore in 2022 over recession fears
• R-Cap's lenders queue up to vote for need of a second auction; NCLT to hear Torrent's plea on Jan 12
• China central bank to support private firms, ease tech crackdown
• India's December fuel demand rises 3.1% year on year
• TCS headcount falls by over 2,000 QoQ despite improvement in attrition
• Banks raise record Rs 91,500 crore in debt capital in FY23 so far: Report
• Govt likely to dismantle Digital Communications Commission: Sources
• India asks utilities to import 6% of their coal for nine months
• Airtel Africa acquires 4G, 5G spectrum for $316.7 million
*Mint :*
• Investors' wealth rise by over ₹3.24 lakh cr in a day as markets recover
• AstraZeneca to buy US cardiorenal-drug maker
• Jaguar Land Rover sees Q3 free cash flow above $485 million
• Indian diaspora should tell the world that India is a land of opportunity: Goyal
• India asks utilities to import 6% of their coal for nine months
• ONGC's overseas arm retakes 20% stake in Sakhalin-1 oil, gas fields
• India has a robust defence manufacturing ecosystem: Defence Minister
• Govt advisory to TV channels against broadcasting disturbing footage
• JSL reduced 1.4 lakh tons CO2 emission in FY22: MD Abhyuday Jindal
• JSW Steel records 17% YoY growth in combined production volumes to 6.24 MT
• India’s credit worthiness stable compared to negative outlook for the world: Moody’s
• Cropin raises ₹113 cr funds from investors including Google, JSR Corp
• Jefferies sees earnings revival for midcaps; prefers capex increase, PLI among themes
*Business Standard :*
• Bond issuance by banks to touch record Rs 1.3 trn in FY23: Report
• JSW Steel's combined output in Q3 grows 17% to 6.24 MT, says report
• Toyota Kirloskar Motors restarts booking for Hilux utility vehicle
• Meta hires former Tata CLiQ CEO to head global business group in India
• Freebie culture hurting economic growth, must end: L&T chairman A M Naik
• Goldman Sachs to cut about 3,200 jobs this week after cost review
• Paytm's loan disbursals jump 330 per cent in December, GMV up 38 per cent
• HDFC Capital raises $376 million for affordable housing fund H-Care 3
• CESL invites bids to lease out 3,500 e-vehicles for period of up to 5 years
• Govt considering textile duty structure rejig in Union Budget: Report
• Malaysia pledges to invest in development of Indonesia's new capital
• Cargo ship that went aground in Suez Canal refloated, say officials
• Japanese PM Kishida highlights security concerns on trip to Europe, US
• Taiwan passes 'Chips Act', offers tax credits to local chipmakers
• TCS reports 11% net profit jump in Q3, announces dividend of Rs 75 a share
• Govt mulls lifting rice export curbs as supply improves, prices stabilise
*Economic Times :*
• With $10.8 billion, Bengaluru top city on startup funding in 2022
• A peek into Reliance's plan to shake up FMCG biz
• IDBI divestment to complete in FY24: DIPAM Secy
• Fall in nominal GDP to challenge India's fiscal math
• Amul MD RS Sodhi resigns, Jayen Mehta takes charge
• Prem Watsa's top India ally, former Kingfisher honcho come together to plan new airline
• FPIs dumped Indian IT stocks worth Rs 72,000 crore in 2022 over recession fears
• R-Cap's lenders queue up to vote for need of a second auction; NCLT to hear Torrent's plea on Jan 12
• China central bank to support private firms, ease tech crackdown
• India's December fuel demand rises 3.1% year on year
• TCS headcount falls by over 2,000 QoQ despite improvement in attrition
• Banks raise record Rs 91,500 crore in debt capital in FY23 so far: Report
• Govt likely to dismantle Digital Communications Commission: Sources
• India asks utilities to import 6% of their coal for nine months
• Airtel Africa acquires 4G, 5G spectrum for $316.7 million
*Mint :*
• Investors' wealth rise by over ₹3.24 lakh cr in a day as markets recover
• AstraZeneca to buy US cardiorenal-drug maker
• Jaguar Land Rover sees Q3 free cash flow above $485 million
• Indian diaspora should tell the world that India is a land of opportunity: Goyal
• India asks utilities to import 6% of their coal for nine months
• ONGC's overseas arm retakes 20% stake in Sakhalin-1 oil, gas fields
• India has a robust defence manufacturing ecosystem: Defence Minister
• Govt advisory to TV channels against broadcasting disturbing footage
• JSL reduced 1.4 lakh tons CO2 emission in FY22: MD Abhyuday Jindal
• JSW Steel records 17% YoY growth in combined production volumes to 6.24 MT
• India’s credit worthiness stable compared to negative outlook for the world: Moody’s
• Cropin raises ₹113 cr funds from investors including Google, JSR Corp
• Jefferies sees earnings revival for midcaps; prefers capex increase, PLI among themes
*India Daybook – Stocks in News*
*Sona BLW:* The company will acquire a 54 percent stake in a Serbian company NOVELIC d.o.o. Beograd – Zvezdara (Positive)
*Bharti Airtel:* Airtel Africa acquires 4G, 5G spectrum for $316.7 million. (Positive)
*JSW Steel:* Company’s combined output in Q3 grows 17% to 6.24 MT, says report (Positive)
*Lupin:* Company gets approval from Spanish Government for reimbursement of Namuscla (Positive)
*Star Health:* The company reported a 13 percent YoY growth in gross direct premium for nine months of FY23 (Positive)
*KRBL/LT Foods:* Government considers lifting rice export curbs as supply improves: ET Sources. (Positive)
*Keystone:* Expect a lot of redevelopment in 2023-24 (Positive)
*Adani Ent:* International Holding Company, Gulf SWFs may go big on Adani Enterprises’ $2.5 billion FPO: ET Sources (Positive)
*Oil Marketing PSUs:* India's December fuel demand rises 3.1% year on year (Positive)
*Reliance Ind:* Arm Reliance Jio Infocomm has launched fifth-generation or 5G wireless services in 10 cities across 4 states (Positive)
*GHCL:* Receives requisite regulatory consent amendment for increase in its Soda Ash production capacity from 11 Lakh Ton Per Annum to 12 Lakh TPA (Positive)
*Tata Motors:* JLR sales for Q3: Wholesales in the quarter rose by 5.7% Vs Q2. (Neutral)
*IRB Infrastructure:* December total toll collection up 6% at Rs 388 c Vs Rs 365.9 cr (MoM). (Neutral)
*HDFC:* HDFC Capital achieves initial close for Scheme 2 of H-CARE 3 (Neutral)
*TCS:* Company reports 11% net profit jump in Q3, announces dividend of Rs 75 a share (Neutral)
*Star Health:* December Premium Up 16% (YoY) YTD Premium up 12.58% (YoY) (Neutral)
*Bilcare:* Ace investor Rekha Jhunjhunwala sold 1.35 lakh equity shares
*Sona BLW:* The company will acquire a 54 percent stake in a Serbian company NOVELIC d.o.o. Beograd – Zvezdara (Positive)
*Bharti Airtel:* Airtel Africa acquires 4G, 5G spectrum for $316.7 million. (Positive)
*JSW Steel:* Company’s combined output in Q3 grows 17% to 6.24 MT, says report (Positive)
*Lupin:* Company gets approval from Spanish Government for reimbursement of Namuscla (Positive)
*Star Health:* The company reported a 13 percent YoY growth in gross direct premium for nine months of FY23 (Positive)
*KRBL/LT Foods:* Government considers lifting rice export curbs as supply improves: ET Sources. (Positive)
*Keystone:* Expect a lot of redevelopment in 2023-24 (Positive)
*Adani Ent:* International Holding Company, Gulf SWFs may go big on Adani Enterprises’ $2.5 billion FPO: ET Sources (Positive)
*Oil Marketing PSUs:* India's December fuel demand rises 3.1% year on year (Positive)
*Reliance Ind:* Arm Reliance Jio Infocomm has launched fifth-generation or 5G wireless services in 10 cities across 4 states (Positive)
*GHCL:* Receives requisite regulatory consent amendment for increase in its Soda Ash production capacity from 11 Lakh Ton Per Annum to 12 Lakh TPA (Positive)
*Tata Motors:* JLR sales for Q3: Wholesales in the quarter rose by 5.7% Vs Q2. (Neutral)
*IRB Infrastructure:* December total toll collection up 6% at Rs 388 c Vs Rs 365.9 cr (MoM). (Neutral)
*HDFC:* HDFC Capital achieves initial close for Scheme 2 of H-CARE 3 (Neutral)
*TCS:* Company reports 11% net profit jump in Q3, announces dividend of Rs 75 a share (Neutral)
*Star Health:* December Premium Up 16% (YoY) YTD Premium up 12.58% (YoY) (Neutral)
*Bilcare:* Ace investor Rekha Jhunjhunwala sold 1.35 lakh equity shares
*News Headlines from Business News Agencies:*
*Business Standard :*
• Bond issuance by banks to touch record Rs 1.3 trn in FY23: Report
• JSW Steel's combined output in Q3 grows 17% to 6.24 MT, says report
• Toyota Kirloskar Motors restarts booking for Hilux utility vehicle
• Meta hires former Tata CLiQ CEO to head global business group in India
• Freebie culture hurting economic growth, must end: L&T chairman A M Naik
• Goldman Sachs to cut about 3,200 jobs this week after cost review
• Paytm's loan disbursals jump 330 per cent in December, GMV up 38 per cent
• HDFC Capital raises $376 million for affordable housing fund H-Care 3
• CESL invites bids to lease out 3,500 e-vehicles for period of up to 5 years
• Govt considering textile duty structure rejig in Union Budget: Report
• Malaysia pledges to invest in development of Indonesia's new capital
• Cargo ship that went aground in Suez Canal refloated, say officials
• Japanese PM Kishida highlights security concerns on trip to Europe, US
• Taiwan passes 'Chips Act', offers tax credits to local chipmakers
• TCS reports 11% net profit jump in Q3, announces dividend of Rs 75 a share
• Govt mulls lifting rice export curbs as supply improves, prices stabilise
*Economic Times :*
• With $10.8 billion, Bengaluru top city on startup funding in 2022
• A peek into Reliance's plan to shake up FMCG biz
• IDBI divestment to complete in FY24: DIPAM Secy
• Fall in nominal GDP to challenge India's fiscal math
• Amul MD RS Sodhi resigns, Jayen Mehta takes charge
• Prem Watsa's top India ally, former Kingfisher honcho come together to plan new airline
• FPIs dumped Indian IT stocks worth Rs 72,000 crore in 2022 over recession fears
• R-Cap's lenders queue up to vote for need of a second auction; NCLT to hear Torrent's plea on Jan 12
• China central bank to support private firms, ease tech crackdown
• India's December fuel demand rises 3.1% year on year
• TCS headcount falls by over 2,000 QoQ despite improvement in attrition
• Banks raise record Rs 91,500 crore in debt capital in FY23 so far: Report
• Govt likely to dismantle Digital Communications Commission: Sources
• India asks utilities to import 6% of their coal for nine months
• Airtel Africa acquires 4G, 5G spectrum for $316.7 million
*Mint :*
• Investors' wealth rise by over ₹3.24 lakh cr in a day as markets recover
• AstraZeneca to buy US cardiorenal-drug maker
• Jaguar Land Rover sees Q3 free cash flow above $485 million
• Indian diaspora should tell the world that India is a land of opportunity: Goyal
• India asks utilities to import 6% of their coal for nine months
• ONGC's overseas arm retakes 20% stake in Sakhalin-1 oil, gas fields
• India has a robust defence manufacturing ecosystem: Defence Minister
• Govt advisory to TV channels against broadcasting disturbing footage
• JSL reduced 1.4 lakh tons CO2 emission in FY22: MD Abhyuday Jindal
• JSW Steel records 17% YoY growth in combined production volumes to 6.24 MT
• India’s credit worthiness stable compared to negative outlook for the world: Moody’s
• Cropin raises ₹113 cr funds from investors including Google, JSR Corp
• Jefferies sees earnings revival for midcaps; prefers capex increase, PLI among themes
*Business Standard :*
• Bond issuance by banks to touch record Rs 1.3 trn in FY23: Report
• JSW Steel's combined output in Q3 grows 17% to 6.24 MT, says report
• Toyota Kirloskar Motors restarts booking for Hilux utility vehicle
• Meta hires former Tata CLiQ CEO to head global business group in India
• Freebie culture hurting economic growth, must end: L&T chairman A M Naik
• Goldman Sachs to cut about 3,200 jobs this week after cost review
• Paytm's loan disbursals jump 330 per cent in December, GMV up 38 per cent
• HDFC Capital raises $376 million for affordable housing fund H-Care 3
• CESL invites bids to lease out 3,500 e-vehicles for period of up to 5 years
• Govt considering textile duty structure rejig in Union Budget: Report
• Malaysia pledges to invest in development of Indonesia's new capital
• Cargo ship that went aground in Suez Canal refloated, say officials
• Japanese PM Kishida highlights security concerns on trip to Europe, US
• Taiwan passes 'Chips Act', offers tax credits to local chipmakers
• TCS reports 11% net profit jump in Q3, announces dividend of Rs 75 a share
• Govt mulls lifting rice export curbs as supply improves, prices stabilise
*Economic Times :*
• With $10.8 billion, Bengaluru top city on startup funding in 2022
• A peek into Reliance's plan to shake up FMCG biz
• IDBI divestment to complete in FY24: DIPAM Secy
• Fall in nominal GDP to challenge India's fiscal math
• Amul MD RS Sodhi resigns, Jayen Mehta takes charge
• Prem Watsa's top India ally, former Kingfisher honcho come together to plan new airline
• FPIs dumped Indian IT stocks worth Rs 72,000 crore in 2022 over recession fears
• R-Cap's lenders queue up to vote for need of a second auction; NCLT to hear Torrent's plea on Jan 12
• China central bank to support private firms, ease tech crackdown
• India's December fuel demand rises 3.1% year on year
• TCS headcount falls by over 2,000 QoQ despite improvement in attrition
• Banks raise record Rs 91,500 crore in debt capital in FY23 so far: Report
• Govt likely to dismantle Digital Communications Commission: Sources
• India asks utilities to import 6% of their coal for nine months
• Airtel Africa acquires 4G, 5G spectrum for $316.7 million
*Mint :*
• Investors' wealth rise by over ₹3.24 lakh cr in a day as markets recover
• AstraZeneca to buy US cardiorenal-drug maker
• Jaguar Land Rover sees Q3 free cash flow above $485 million
• Indian diaspora should tell the world that India is a land of opportunity: Goyal
• India asks utilities to import 6% of their coal for nine months
• ONGC's overseas arm retakes 20% stake in Sakhalin-1 oil, gas fields
• India has a robust defence manufacturing ecosystem: Defence Minister
• Govt advisory to TV channels against broadcasting disturbing footage
• JSL reduced 1.4 lakh tons CO2 emission in FY22: MD Abhyuday Jindal
• JSW Steel records 17% YoY growth in combined production volumes to 6.24 MT
• India’s credit worthiness stable compared to negative outlook for the world: Moody’s
• Cropin raises ₹113 cr funds from investors including Google, JSR Corp
• Jefferies sees earnings revival for midcaps; prefers capex increase, PLI among themes
RESULTS CALENDAR TELEGRAM.ME/ALLiESFiN
*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 10-01-2023 :*
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +166* 🙂
*INDEX FUT. : -2453*
*INDEX OPT. : +3504*
*STOCK FUT. : -847*
*STOCK OPT. : -38*
*SEC. IN F&O BAN FOR, 11 JAN, 2023 :*
*1. IBULHSGFIN 2. GNFC*
*ADDITION : NIL*
*DELETION : NIL*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 10-JAN-2023 :*
*FIIS : SELL -2,109 (6,287-8,306)* 😢
*DIIS : BUY +1,806 (6,558-4,7521)* 😄
*BSE SENSEX : -632 (60,115)🔽*
*NSE NIFTY : -187 (17,914)🔽*
*BSE MIDCAP. : -125 (25,276)*🔽
*BSE SMLCAP. : -133 (28,795)*🔽
*B. CRUDE : $ 79.89* 🔽 🙂
*GOLD: $1875=INR 56,600(10gr)* 🔽 😔
*SILVER : RS. 72,100 (kg) (5pm) ↔️ 😳*
*FOREX : RS. : $ 81.7850* 🔼 😀
*7.26% GOI '32 : 7.3133%(99.6250)*🔽 😊
*7.54% GOI '36 : 7.3873% (101.27)* 🔽 🙂
*7.41 GOI '36 : 7.3744% (100.30)* 🔽 😊
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +166* 🙂
*INDEX FUT. : -2453*
*INDEX OPT. : +3504*
*STOCK FUT. : -847*
*STOCK OPT. : -38*
*SEC. IN F&O BAN FOR, 11 JAN, 2023 :*
*1. IBULHSGFIN 2. GNFC*
*ADDITION : NIL*
*DELETION : NIL*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 10-JAN-2023 :*
*FIIS : SELL -2,109 (6,287-8,306)* 😢
*DIIS : BUY +1,806 (6,558-4,7521)* 😄
*BSE SENSEX : -632 (60,115)🔽*
*NSE NIFTY : -187 (17,914)🔽*
*BSE MIDCAP. : -125 (25,276)*🔽
*BSE SMLCAP. : -133 (28,795)*🔽
*B. CRUDE : $ 79.89* 🔽 🙂
*GOLD: $1875=INR 56,600(10gr)* 🔽 😔
*SILVER : RS. 72,100 (kg) (5pm) ↔️ 😳*
*FOREX : RS. : $ 81.7850* 🔼 😀
*7.26% GOI '32 : 7.3133%(99.6250)*🔽 😊
*7.54% GOI '36 : 7.3873% (101.27)* 🔽 🙂
*7.41 GOI '36 : 7.3744% (100.30)* 🔽 😊
SGX Nifty -3 pts (17985) from last trade 17988 ,
Nikkei +261 pts ,
Hangseng +132 pts ,
Around @ 6.52am .
Dow +186.45 pts ,Nsdq +106.98 pts, S&P
+27.16 pts, Bovespa +1687 pts , Ftse -30 Pts , Dax -18 pts , Cac -38 pts , Crude @ $74.58 brl (-0.54), Brent @ $79.62 brl (-0.03) , Gold @ 1880.80 (+4.30), Silver @ $23.725 (+0.06), Euro @ $1.0735, JPY @ $132.19, INR @ 81.605
*Today's Corporate Action*
*11th Jan Ex Date*
JETFREIGHT
Right Issue of Equity Shares
JMCPROJECT
Amalgamation
PACIFICI
Right Issue of Equity Shares
WELENT
Special Dividend - Rs. - 7.5000
*Today's Key Results/Board Meetings*
*11-Jan-22*
5PAISA
General;Quarterly Results
AARTECH
General
ALSTONE
Quarterly Results
BAJGLOB
Quarterly Results
BAZELINTER
Employees Stock Option Plan;Increase in Authorised Capital;General;Preferential Issue of shares
BNL
Quarterly Results
CAPFIN
General;Quarterly Results
GORANIN
Quarterly Results
MAHALXSE
General
MARKOLINES
Rights Issue
NATIONSTD
Quarterly Results
RESPONSINF
General
RITESHIN
General
SEL
Quarterly Results
UNIAUTO
General
VEL
Quarterly Results
*Stock under F&O ban on NSE*
*11-Dec-22*
1 GNFC
2 IBULHSGFIN
Nikkei +261 pts ,
Hangseng +132 pts ,
Around @ 6.52am .
Dow +186.45 pts ,Nsdq +106.98 pts, S&P
+27.16 pts, Bovespa +1687 pts , Ftse -30 Pts , Dax -18 pts , Cac -38 pts , Crude @ $74.58 brl (-0.54), Brent @ $79.62 brl (-0.03) , Gold @ 1880.80 (+4.30), Silver @ $23.725 (+0.06), Euro @ $1.0735, JPY @ $132.19, INR @ 81.605
*Today's Corporate Action*
*11th Jan Ex Date*
JETFREIGHT
Right Issue of Equity Shares
JMCPROJECT
Amalgamation
PACIFICI
Right Issue of Equity Shares
WELENT
Special Dividend - Rs. - 7.5000
*Today's Key Results/Board Meetings*
*11-Jan-22*
5PAISA
General;Quarterly Results
AARTECH
General
ALSTONE
Quarterly Results
BAJGLOB
Quarterly Results
BAZELINTER
Employees Stock Option Plan;Increase in Authorised Capital;General;Preferential Issue of shares
BNL
Quarterly Results
CAPFIN
General;Quarterly Results
GORANIN
Quarterly Results
MAHALXSE
General
MARKOLINES
Rights Issue
NATIONSTD
Quarterly Results
RESPONSINF
General
RITESHIN
General
SEL
Quarterly Results
UNIAUTO
General
VEL
Quarterly Results
*Stock under F&O ban on NSE*
*11-Dec-22*
1 GNFC
2 IBULHSGFIN
👍1
• India Panel Approves $523M worth Defense Procurement Plans
• RBI Deputy Patra’s Term Extended by One Year, Central Bank Says
• India SEBI Allows Future Contracts on Corporate Bond Indexes
• Goldman Sees India Budget Gap Narrowing Below 6% in Fiscal 2024
• Trust Mutual’s New Company Bond Fund to Invest in Up to 2Y Debt
• India’s Foray Into the EV Battery Market Lacks Key Ingredients
• Jordan Firm to Increase Phosphate Exports to India: Al Mamlaka
• Indian Stock Fund Inflows Jump for 22nd Month in December: AMFI
• India Stocks Resume Selloff as TCS Signals Growth Challenges
• Global Funds Sell NET INR 21.1B of India stocks Tuesday: NSE
o Domestic funds buy 18.1 billion rupees of India stocks
• Uttar Pradesh Suspends manufacturing license of Marion Biotech: Moneycontrol
• Carlyle Buys Majority Stake in India’s VLCC for $300M: Reuters
• Adani Enterprises (ADE): Israel Sale of Haifa Port to Adani- Gadot Group Completed
• Adani Wilmar (AWLTD): 3Q Standalone Volume Grows in ‘High Teens’ Y/y
• Bharti Airtel (BHARTI): Cut to Underweight at JPMorgan; PT 710 rupees
• Biocon (BIOS): Cut to Hold at Jefferies; PT 285 rupees
• Captain Pipes (CAPI): To Consider Proposal for Stock Split on Jan. 27
• Cipla (CIPLA): Cut to Hold at Jefferies; PT 1,100 rupees
• Cupid (CUPD): Gets INR52.1M Order from United Nation Population Fund
• Dr Reddy’s (DRRD): Theranica in Pact With DR. Reddy’s for Commercializing Nerivio
• Hindalco (HNDL): Watch Aviation Supply Chain After Boeing Posts Strong Orders
• Laurus Labs (LAURUS): Cut to Hold at Jefferies; PT 395 rupees
• Lupin (LPC): Raised to Buy at HSBC; PT 860 rupees
• PC Jeweller (PCJL): 3Q Domestic Turnover +38% Y/y to Inr8.29B
• Shree Renuka (SHRS): Board Meeting Jan. 27 for Change in Terms of NCDs
• Tata Motors (TTMT): Says Tata Motors Unit Completes Acquisition of Ford India Plant
o Jaguar Land Rover HY Bond Trading 4x Average
• Uttam Sugar Mills (UTSM): To Raise Ethanol Capacity to 250KL/Day from 150KL
• RBI Deputy Patra’s Term Extended by One Year, Central Bank Says
• India SEBI Allows Future Contracts on Corporate Bond Indexes
• Goldman Sees India Budget Gap Narrowing Below 6% in Fiscal 2024
• Trust Mutual’s New Company Bond Fund to Invest in Up to 2Y Debt
• India’s Foray Into the EV Battery Market Lacks Key Ingredients
• Jordan Firm to Increase Phosphate Exports to India: Al Mamlaka
• Indian Stock Fund Inflows Jump for 22nd Month in December: AMFI
• India Stocks Resume Selloff as TCS Signals Growth Challenges
• Global Funds Sell NET INR 21.1B of India stocks Tuesday: NSE
o Domestic funds buy 18.1 billion rupees of India stocks
• Uttar Pradesh Suspends manufacturing license of Marion Biotech: Moneycontrol
• Carlyle Buys Majority Stake in India’s VLCC for $300M: Reuters
• Adani Enterprises (ADE): Israel Sale of Haifa Port to Adani- Gadot Group Completed
• Adani Wilmar (AWLTD): 3Q Standalone Volume Grows in ‘High Teens’ Y/y
• Bharti Airtel (BHARTI): Cut to Underweight at JPMorgan; PT 710 rupees
• Biocon (BIOS): Cut to Hold at Jefferies; PT 285 rupees
• Captain Pipes (CAPI): To Consider Proposal for Stock Split on Jan. 27
• Cipla (CIPLA): Cut to Hold at Jefferies; PT 1,100 rupees
• Cupid (CUPD): Gets INR52.1M Order from United Nation Population Fund
• Dr Reddy’s (DRRD): Theranica in Pact With DR. Reddy’s for Commercializing Nerivio
• Hindalco (HNDL): Watch Aviation Supply Chain After Boeing Posts Strong Orders
• Laurus Labs (LAURUS): Cut to Hold at Jefferies; PT 395 rupees
• Lupin (LPC): Raised to Buy at HSBC; PT 860 rupees
• PC Jeweller (PCJL): 3Q Domestic Turnover +38% Y/y to Inr8.29B
• Shree Renuka (SHRS): Board Meeting Jan. 27 for Change in Terms of NCDs
• Tata Motors (TTMT): Says Tata Motors Unit Completes Acquisition of Ford India Plant
o Jaguar Land Rover HY Bond Trading 4x Average
• Uttam Sugar Mills (UTSM): To Raise Ethanol Capacity to 250KL/Day from 150KL
Investors' meetings on January 11
full details telegram.me/AlliesFin
Tata Steel: Officials of the company will interact with Ontario Teachers' Pension Plan.
Greaves Cotton: The company's officials will meet Equirus Capital, Dolat Capital, Arjav Partners, Elara Capital, Arihant Capital, AV Fincorp, and Motilal Oswal AMC.
Electronics Mart India: Officials of the company will meet investors and analysts in Mumbai.
Jindal Stainless: The company's officials will attend investor meetings.
Xpro India: The company's representatives will meet analysts and investors.
Stocks in the news
Adani Ports and Special Economic Zone: Adani Ports and Gadot Group has completed the acquisition of Haifa Port Company from the Government of Israel. The consortium had won the bid for HPC, at an offer price of $1.18 billion during July 2022. The concession period of the port is up to 2054.
PC Jeweller: During the quarter ended December 2022, the company recorded a domestic turnover of Rs 829.10 crore as compared to the turnover of Rs 600.18 crore in the corresponding quarter of the previous year, indicating a growth of more than 38 percent. It has also opened a new franchisee showroom at Katihar (Bihar) during the quarter.
Uttam Sugar Mills: The company has increased its distillery capacity (ethanol) from 150 KLPD to 250 KLPD at Barkartpur plant. Considering the government's policy and increased demand for ethanol at the national level, it has decided to increase the distillery capacity. It has also increased the cane crushing capacity from 23,750 TCD to 26,200 TCD.
Tata Motors: Subsidiary Tata Passenger Electric Mobility has completed the acquisition of Sanand property and the VM plant and machinery of Ford India. Both companies had executed a Unit Transfer Agreement in August 2022 for the acquisition of Ford India's manufacturing plant at Sanand, Gujarat, for Rs 725.7 crore.
Bank of Baroda: The public sector lender has hiked the marginal cost of funds-based lending rate (MCLR) by up to 35 bps across tenors. The rate hike will be effective from January 12.
Cupid: The company has received an order from United Nations Population Fund for the supply of male condoms and water-based lubricant worth Rs 5.21 crore. The said order will be executed by June 2023.
full details telegram.me/AlliesFin
Tata Steel: Officials of the company will interact with Ontario Teachers' Pension Plan.
Greaves Cotton: The company's officials will meet Equirus Capital, Dolat Capital, Arjav Partners, Elara Capital, Arihant Capital, AV Fincorp, and Motilal Oswal AMC.
Electronics Mart India: Officials of the company will meet investors and analysts in Mumbai.
Jindal Stainless: The company's officials will attend investor meetings.
Xpro India: The company's representatives will meet analysts and investors.
Stocks in the news
Adani Ports and Special Economic Zone: Adani Ports and Gadot Group has completed the acquisition of Haifa Port Company from the Government of Israel. The consortium had won the bid for HPC, at an offer price of $1.18 billion during July 2022. The concession period of the port is up to 2054.
PC Jeweller: During the quarter ended December 2022, the company recorded a domestic turnover of Rs 829.10 crore as compared to the turnover of Rs 600.18 crore in the corresponding quarter of the previous year, indicating a growth of more than 38 percent. It has also opened a new franchisee showroom at Katihar (Bihar) during the quarter.
Uttam Sugar Mills: The company has increased its distillery capacity (ethanol) from 150 KLPD to 250 KLPD at Barkartpur plant. Considering the government's policy and increased demand for ethanol at the national level, it has decided to increase the distillery capacity. It has also increased the cane crushing capacity from 23,750 TCD to 26,200 TCD.
Tata Motors: Subsidiary Tata Passenger Electric Mobility has completed the acquisition of Sanand property and the VM plant and machinery of Ford India. Both companies had executed a Unit Transfer Agreement in August 2022 for the acquisition of Ford India's manufacturing plant at Sanand, Gujarat, for Rs 725.7 crore.
Bank of Baroda: The public sector lender has hiked the marginal cost of funds-based lending rate (MCLR) by up to 35 bps across tenors. The rate hike will be effective from January 12.
Cupid: The company has received an order from United Nations Population Fund for the supply of male condoms and water-based lubricant worth Rs 5.21 crore. The said order will be executed by June 2023.
*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 11-01-2023 :*
*FIIS F & O : RS. CRS. :*
*TOTAL NET SELL : -1616*
*INDEX FUT. : -102*
*INDEX OPT. : -1225*
*STOCK FUT. : -192*
*STOCK OPT. : -97*
*SEC. IN F&O BAN FOR, 12 JAN, 2023 :*
*1. IBULHSGFIN 2. GNFC*
*ADDITION : NIL*
*DELETION : NIL*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 11-JAN-2023 :*
*FIIS : SELL -3,208 (6,980-10,188)* 😢
*DIIS : BUY +2,431 (6,860-4,429)* 😀
*BSE SENSEX : -10 (60,105)🔽*
*NSE NIFTY : -18 (17,896)🔽*
*BSE MIDCAP. : -68 (25,207)*🔽
*BSE SMLCAP. : +05 (28,800)*🔼
*B. CRUDE : $ 81.85* 🔼 😭
*GOLD: $1879=INR 56,720(10gr)* 🔼 🙂
*SILVER : RS. 71,800 (kg) (5pm) 🔽 😔*
*FOREX : RS. : $ 81.5750* 🔼 😊
*7.26% GOI '32 : 7.2913%(99.7750)*🔽 🙂
*7.54% GOI '36 : 7.3719% (101.40)* 🔽 🙂
*7.41 GOI '36 : 7.3570% (100.45)* 🔽 🙂
*FIIS F & O : RS. CRS. :*
*TOTAL NET SELL : -1616*
*INDEX FUT. : -102*
*INDEX OPT. : -1225*
*STOCK FUT. : -192*
*STOCK OPT. : -97*
*SEC. IN F&O BAN FOR, 12 JAN, 2023 :*
*1. IBULHSGFIN 2. GNFC*
*ADDITION : NIL*
*DELETION : NIL*
*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 11-JAN-2023 :*
*FIIS : SELL -3,208 (6,980-10,188)* 😢
*DIIS : BUY +2,431 (6,860-4,429)* 😀
*BSE SENSEX : -10 (60,105)🔽*
*NSE NIFTY : -18 (17,896)🔽*
*BSE MIDCAP. : -68 (25,207)*🔽
*BSE SMLCAP. : +05 (28,800)*🔼
*B. CRUDE : $ 81.85* 🔼 😭
*GOLD: $1879=INR 56,720(10gr)* 🔼 🙂
*SILVER : RS. 71,800 (kg) (5pm) 🔽 😔*
*FOREX : RS. : $ 81.5750* 🔼 😊
*7.26% GOI '32 : 7.2913%(99.7750)*🔽 🙂
*7.54% GOI '36 : 7.3719% (101.40)* 🔽 🙂
*7.41 GOI '36 : 7.3570% (100.45)* 🔽 🙂
*SGX Nifty +45 pts (18005) from last trade 17960 ,*
Nikkei -18 pts ,
Hangseng +164 pts ,
Around @ 6.52am .
Dow +268.91 pts ,Nsdq +189.04 pts, S&P
+50.36 pts, Bovespa +1700 pts , Ftse +30 Pts , Dax +173 pts , Cac +55 pts , Crude @ $77.64 brl (+0.27), Brent @ $82.91 brl (+2.81) , Gold @ 1880.10 (+1.20), Silver @ $23.55 (+0.06), Euro @ $1.0761, JPY @ $131.95, INR @ 81.625
*Today's Corporate Action*
*12th Jan Ex Date*
INFRATRUST
Income Distribution (InvIT)
*Today's Key Results/Board Meetings*
*12-Jan-22*
ABIRAFN
Buy Back of Shares
ANANDRATHI
Quarterly Results
CYIENT
Quarterly Results
DRCSYSTEMS
General;Quarterly Results
DYNAMIND
Quarterly Results
ECORECO
General;Quarterly Results
ETT
Quarterly Results
GMBREW
Quarterly Results
GTPL
Quarterly Results
HCLTECH
Interim Dividend;Quarterly Results
INFY*
Quarterly Results
INLANPR
Quarterly Results
JHACC
Quarterly Results
RAMAPETRO
Quarterly Results
ROSELABS
Quarterly Results
*Stock under F&O ban on NSE*
*12-Dec-22*
1 GNFC
2 IBULHSGFIN
Nikkei -18 pts ,
Hangseng +164 pts ,
Around @ 6.52am .
Dow +268.91 pts ,Nsdq +189.04 pts, S&P
+50.36 pts, Bovespa +1700 pts , Ftse +30 Pts , Dax +173 pts , Cac +55 pts , Crude @ $77.64 brl (+0.27), Brent @ $82.91 brl (+2.81) , Gold @ 1880.10 (+1.20), Silver @ $23.55 (+0.06), Euro @ $1.0761, JPY @ $131.95, INR @ 81.625
*Today's Corporate Action*
*12th Jan Ex Date*
INFRATRUST
Income Distribution (InvIT)
*Today's Key Results/Board Meetings*
*12-Jan-22*
ABIRAFN
Buy Back of Shares
ANANDRATHI
Quarterly Results
CYIENT
Quarterly Results
DRCSYSTEMS
General;Quarterly Results
DYNAMIND
Quarterly Results
ECORECO
General;Quarterly Results
ETT
Quarterly Results
GMBREW
Quarterly Results
GTPL
Quarterly Results
HCLTECH
Interim Dividend;Quarterly Results
INFY*
Quarterly Results
INLANPR
Quarterly Results
JHACC
Quarterly Results
RAMAPETRO
Quarterly Results
ROSELABS
Quarterly Results
*Stock under F&O ban on NSE*
*12-Dec-22*
1 GNFC
2 IBULHSGFIN