*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 04-05-2023 :*

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

*TOTAL NET BUY : +463*

*INDEX FUT. : +415*

*INDEX OPT. : -07*

*STOCK FUT. : +190*

*STOCK OPT. : -135*

*SEC. IN F&O BAN FOR, 08 MAY, 2023 :*

*1. MANAPPURAM 2. GNFC*

*ADDITION : GNFC*
*DELETION : NIL*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 04-MAY-2023 :*

*FIIS : BUY +1,415 (7,311-5,896)* 😄

*DIIS : BUY +442 (5,611-5,169)* 🙂

*BSE SENSEX : +556 (61,749)🔼*

*NSE NIFTY : +166 (18,256)*🔼

*BSE MIDCAP. : +212 (25,982)*🔼

*BSE SMLCAP. : +242 (29,399)*🔼

*B. CRUDE : $ 72.49* 🔽 🙂

*GOLD: $2054=INR 61,550(10gr)* 🔼 😄

*SILVER : RS. 77,370, (kg) (5pm)* 🔼 🙂

*FOREX : RS. $ 81.80* 🔼 🙂

*7.26% GOI NEW '33: 7.0140%(101.70)*🔽😔

*7.26% GOI '32 : 7.0575%(101.3475)* ↔️😳

*7.41% GOI '36 : 7.0950% (102.71)*🔽🙂

#STATE #ELECTIONS FROM #2023 TILL THE #GENERAL #ELECTIONS OF #2024 #alliesfin #bharat #india

Business News Headlines

Economic Times

Ø India Inc needs to step on the capex pedal for growth
Ø Rising funding costs weigh on pvt banks
Ø IT mid-caps stick to steady growth amid uncertain macros
Ø Jaiprakash Associates defaults
on $508-million loan repayment
Ø China’s manufacturing shows signs of struggle
Ø Kerala gratuity order to cause
irreparable loss: HDFC Bank
Ø Carmakers hit the gas with 81 new model launches this year

Business Standard

Ø Electric two wheeler sales skid by a fourth
Ø Sebi’s Adani probe hits a wall with offshore regulators
Ø Ola to repay customers for
separately billed chargers
Ø Tata Capital in talks to raise ₹10K cr via debt
Ø Maruti remains vulnerable to
supply-side bottlenecks: Official
Ø Coforge scouting for acquisition
in data, Cloud, health care: CEO
Ø Macrotech to invest ₹4,500 cr in
construction of real estate deals

Financial Express

Ø Jio & Airtel may face Trai red flag on unlimited 5G
Ø 10 FMCG brands join ₹1,000 cr club
Ø Power bills to soar this year as coal, transport costs rise
Ø Reliance-BP, Nayara begin
selling fuel at market rates
Ø Pharma foray gives a booster shot to PI Ind; Q4 earnings in focus
Ø UltraTech’s valuation may get volume push
Ø 40% of our new engineering hires will be based in India: Notion CEO

Mint

Ø Bill shock ahead on imports, transport
Ø Promoters pare pledges by record $11 bn in Q4
Ø Centre will step in if traders hoard pulses and prices rise





Ø Rising prices and volumes may
propel earnings for steelmakers




Ø India and Russia to weigh RuPay
and Mir cards acceptance





Ø FPI buying hits 4-month high;
markets poised for more rally


Ø US Fed confronts mistakes as hiking cycle nears end

Business Line

Ø Don’t increase unsecured loans exposure: RBI to bank  


Ø Govt may relax eligibility norms for textile PLI
Ø IDFC First Bank posts record 
PAT of ₹803 crore in fourth quarterØ Retailers clock modest growth of 6% in March: RAI

 
Ø E-­Gaming Federation to set up
self­policing bodies by month­end  
Ø Byju’s fundraise plans may face a hurdle
Ø Govt will frame policy in line with
changing needs of auto industry

India Daybook – Stocks in News

Blue Star: Cons PAT at Rs 225.3 cr vs Rs 76.3 cr, Cons revenue from ops at Rs 2,623 cr vs Rs 2,254 cr YoY (Positive)

TVS Motors: PAT at Rs 410.3 cr vs Rs 274.5 cr YoY, Revenue at Rs 6,605 cr vs Rs 5,530 cr YoY (Positive)

CEAT: Cons revenue from ops at Rs 2,875 cr vs Rs 2,592 cr YoY, Cons PAT at Rs 132.4 cr vs Rs 25.4 cr YoY (Positive)

AGI Greenpack: Net profit at Rs 95.8 cr Vs Rs 38 cr, Revenue up 57.5% at Rs 680.3 cr Vs Rs 431.8 cr (YoY) (Positive)

Godrej Properties: Buys a land parcel admeasuring 6.7 acre at LBS Road (Positive)

IGL: Company and ACME work together to explore the opportunity of setting up hydrogen generation plants (Positive)

Zydus Life: Company gets USFDA final nod for Sucralfate tablets USP, 1 gm (Positive)

Adani Ent: Adani Group to build integrated data center & technology business park in Andhra Pradesh (Positive)

HDFC Bank: The lender is likely to open more than 675 branches in semi-urban and rural geographies across the country (Positive)

Sundaram Fast: Net profit up 18.6% at Rs 126.4 cr Vs Rs 107 cr, Revenue up 8.1% at Rs 1,448 cr Vs Rs 1,339.8 cr (YoY) (Neutral)

JSW Steel: Company cut HRC steel prices by Rs 2,000- 2,500/t (3%-4%) (Neutral)

Hero Motocorp: PAT at Rs 859 cr poll saw PAT at Rs 762 cr, Revenue at Rs 8307 cr vs poll of Rs 8,238 cr (Neutral)

Tata Power: Cons PAT at Rs 938.8 cr vs Rs 632.4 cr YoY, Cons revenue at Rs 12,453 cr vs Rs 11,960 cr YoY (Neutral)

Axis Bank: Seeks exchange approval to re-classify SUUTI to Public from Promoter category (Neutral)

Tata Motors: JLR UK April sales falls over 16% to 4,722 units (Neutral)

Coal India: The company will pump in Rs 91,000 crore in various projects, including diversification and mine development, by 2025-26. (Neutral)

Dabur: Rural markets had an accentuated slowdown in demand, leading to a negative mix impact

Rattan India: Net loss of Rs 483.2 cr vs loss of Rs 310.4 cr, Revenue up 9.4% at Rs 900.6 cr vs Rs 823.2 cr (YoY)

UBL: Net profit down 94.1% at Rs 9.7 cr Vs Rs 163 cr, Revenue up 3.4% at Rs 1,764.5 cr Vs Rs 1,707 cr (YoY)

Bombay Dyeing: Net loss of Rs 247 cr Vs loss of Rs 41.7 cr, Revenue up 12% at Rs 670.2 cr Vs Rs 598 cr (YoY)

Manappuram: Enforcement Directorate says it conducted searches at 6 premises of Manappuram Fin & its MD in Thrissur, Kerala under PMLA on allegations of money laundering.

#Nifty Cmp 18069 (down 189 points)
Even in today's #market nearly 15 NW & JS were booked intraday (2.5%-4% returns) and 10 positional NW & JS were booked. This shows that #money is still moving into stocks where there is a #breakout and interest. So hoping for continuation of the action in the upcoming week too. #alliesfin

Analysis of the last 𝟰𝟯 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗱𝗮𝘁𝗮 𝗼𝗳 𝗦𝗘𝗡𝗦𝗘𝗫

Telegram.me/AlliesFin

🔰 There were around 𝟭𝟭,𝟬𝟬𝟬 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 𝗱𝗮𝘆𝘀 in the last 43 years.

🔰 Observations on positive and negative return occurrences.

𝗗𝗮𝗶𝗹𝘆 - 53% time Positive and 47% time Negative.

𝗪𝗲𝗲𝗸𝗹𝘆 - 56% time Positive and 44% time Negative

𝗠𝗼𝗻𝘁𝗵𝗹𝘆 - 61% time Positive and 39% time Negative

𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆- 64% time Positive and 36% time Negative

𝗬𝗲𝗮𝗿𝗹𝘆 - 72% time Positive and 28% time Negative

𝟯 𝘆𝗲𝗮𝗿𝘀 - 89% time Positive and 11% time Negative

𝟱 𝘆𝗲𝗮𝗿𝘀- 96% time Positive and 4% time Negative

𝟭𝟬 𝘆𝗲𝗮𝗿𝘀- 100% time Positive and 0% time Negative

🔰 SENSEX delivered 𝟭𝟱.𝟱% 𝗖𝗔𝗚𝗥 returns over the last 43 years.

🔰 𝗗𝗲𝗰𝗮𝗱𝗮𝗹 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 dispersion (CAGR)

𝟭𝟵𝟴𝟬-𝟭𝟵𝟵𝟬 - 21.6%
𝟭𝟵𝟵𝟬-𝟮𝟬𝟬𝟬 - 14.3%
𝟮𝟬𝟬𝟬-𝟮𝟬𝟭𝟬 -17.8%
𝟮𝟬𝟭𝟬-𝟮𝟬𝟮𝟬 - 8.8%.*
2020~ 2022 - 24.8%

🔰 BSE Sensex returns 15.5%, if we add an average dividend yield of 1.4% for the last 43 years.

At 16.9% compounding the value of BSE is actually around 𝘁𝗵𝗲 𝟴𝟬,𝟬𝟬𝟬 𝗹𝗲𝘃𝗲𝗹.🚀

🔰 Longest 𝗽𝗲𝗿𝗶𝗼𝗱 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 was from 1994 to 2003. 9 years in total.

🔰 Since 2002, in the last 18 years 𝗡𝗢 𝘀𝗶𝗻𝗴𝗹𝗲 𝟳 𝘆𝗲𝗮𝗿𝘀 𝗿𝗼𝗹𝗹𝗶𝗻𝗴 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 𝘄𝗲𝗿𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗿𝗲𝘁𝘂𝗿𝗻𝘀.

This means since 2002 if you ever invested and kept money for a minimum period of 7 years then you would have 𝗻𝗲𝘃𝗲𝗿 𝗹𝗼𝘀𝘁 𝗺𝗼𝗻𝗲𝘆.

🔰 But what is most surprising and rewarding has been the performance of actively managed equity funds. Here are the data:

𝗖𝗮𝘁𝗲𝗴𝗼𝗿𝘆𝘄𝗶𝘀𝗲 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 𝗳𝗼𝗿 𝟮𝟬 𝘆𝗲𝗮𝗿𝘀 (𝗖𝗔𝗚𝗥)

𝗛𝘆𝗯𝗿𝗶𝗱 - 15.96%
𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗲𝗱 -16.25%
𝗘𝗟𝗦𝗦 - 18.20%
**𝗔𝗹𝗹 𝗙𝘂𝗻𝗱𝘀 - 16.41%*

** excluding LIC/JM/Taurus/Quant MF schemes.

🔰 𝗦𝗘𝗡𝗦𝗘𝗫 𝘄𝗮𝘀 𝗮𝘁 𝟯𝟴𝟬𝟬 𝗶𝗻 𝗝𝘂𝗻𝗲 𝟭𝟵𝟵𝟲 (𝟮𝟲 𝘆𝗲𝗮𝗿𝘀 𝗯𝗮𝗰𝗸).

In the last 26 years, average-ex MF delivered 18% CAGR.

Had Sensex delivered as much as average MF schemes then the value of BSE Sensex should have been:

At 16.4% CAGR, SENSEX should be around 1,70,000 levels
At 18% CAGR, SENSEX should be around 2,38,000 levels.

Isn't this amazing !!!

Have a wealthy life👍

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TOPIC : STOCK MARKET AS A SOURCE OF 2ND INCOME.

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JAi HO !!

*SGX Nifty +20 pts (18150) from last trade 18130 ,*


Nikkei -209 pts ,
Hangseng +79 pts ,
Around @ 6.52am .



Dow +546.64 pts ,Nsdq +269.01 pts, S&P +75.03 pts , Bovespa +2974 pts , Ftse +75 pts , Dax +226 pts , Cac +92 pts , Crude @ $71.45 brl (+0.11), Brent @ $75.39 brl (+0.09) , Gold @ 2023.60 (-1.20), Silver @ $25.90 (-0.03), Euro @ $1.1017, JPY @ $135.09, INR @ 81.725




*Today's Corporate Action*
*8th May Ex Date*



 
None
 



*Today's Board Meetings*
*8-May-23*



AARTIIND
Audited Results;Final Dividend;Quarterly Results
ACGL
Audited Results;Final Dividend;Quarterly Results
ADIEXRE
Audited Results;General  
ALANKIT
Audited Results;Quarterly Results  
ALLSEC
Audited Results  
ANDHRAPAP
Audited Results  
APARINDS
Audited Results;Final Dividend  
APOLLOPIPES
Audited Results;Final Dividend  
ASALCBR
Audited Results;Final Dividend  
ASHNI Preferential Issue of shares  
AVADHSUGAR
Audited Results;Dividend  
BALKRISHNA
Audited Results;Quarterly Results  
BIOGEN
Audited Results;General  
BSL
Audited Results  
BSOFT
Audited Results;Final Dividend;Quarterly Results
CANBK
Audited Results;Dividend  
CANOPYFIN
A.G.M.;Audited Results;General  
CARBORUNIV
Audited Results;Final Dividend  
CGPOWER
Audited Results  
CIL
Audited Results  
CRAFTSMAN
Audited Results;Final Dividend;General  
DANUBE
Audited Results;General;Quarterly Results  
DCI
Quarterly Results  
DHARNI
General  
DIAMINESQ
Audited Results;Final Dividend  
EASEMYTRIP
General  
ESCORTSFIN
Audited Results  
EXIDEIND
Audited Results;Final Dividend  
GENPHARMA
Increase in Authorised Capital  
GOPAIST
Audited Results  
GUJTLRM
Quarterly Results  
HAPPSTMNDS
Audited Results;Final Dividend  
HFCL
Audited Results;Final Dividend  
HINDMOTORS
Audited Results;General  
INDIANB
Audited Results;Final Dividend  
INDINFR
Audited Results  
IRBINVIT
Audited Results;General  
ISHWATR
Audited Results  
JAMSHRI
Audited Results  
JAYANT
Right Issue of Equity Shares;Increase in Authorised Capital
KALPATPOWR
Audited Results;Final Dividend;General  
KANSAINER
Audited Results;Bonus issue;Final Dividend  
KBCGLOBAL
General;Quarterly Results  
KONNDOR
General  
LAFFANSQ
Audited Results  
MGL
Audited Results;Final Dividend  
NBFOOT
Quarterly Results  
NITTAGELA
Audited Results  
NLCINDIA
General  
ODYSSEY
A.G.M.;Audited Results  
OMAXAUTO
Audited Results  
PIDILITIND
Audited Results  
RRIL
Audited Results;Quarterly Results  
SEATV
Audited Results  
SEPOWER
Audited Results  
SHRMFGC
Audited Results  
STERTOOLS
Audited Results;Final Dividend  
TECHIN
Audited Results  
THINKINK
Audited Results;Dividend  
UGARSUGAR
Audited Results;Final Dividend;Quarterly Results
UPL
Audited Results;Final Dividend  
VERTEX
Audited Results  
VIPIND
Audited Results  
WARDINMOBI
Audited Results;Final Dividend;General  



*Stock under F&O ban on NSE*
*8-May-23*



1 GNFC

2 MANAPPURAM

News Headlines from Business News Agencies:

Business Standard

• India Grid Trust to consider raising of debt through various sources
• Apple India business grew in double digits YoY, set quarterly record: Cook
• Unlikely weather in the north hits AC, ice cream, soft drink business
• Bank of India Q4 net more than doubles to Rs 1,350 cr on improvement in NII
• EV sales across categories see yearly rise in April, shows FADA data
• Paytm Q4 results: Revenue rises 51%, loss narrows to Rs 168 crore
• India witnesses 18% surge in weekly cyber-attacks in Jan-Mar 2023: Report
• Lupin to acquire French pharma company Medisol for around Rs 160 crore
• ABFRL to acquire controlling stake in TCNS Clothing for Rs 1,650 crore
• Federal Bank Q4 profit up 67% at Rs 903 cr
• Marico Q4 results: Net profit up 20.3% to Rs 302 cr, revenue rises 3.6%
• Tips Industries signs global music deal with Sony Music Publishing
• TVS Motor partners with KidZania for motor racing for young riders in India

Economic Times

• Britannia Q4 Results: Cons PAT surges 47% YoY to Rs 559 crore, sales up 13%
• Muthoot Microfin Q4 net profit nearly doubles to Rs 102 crore
• Banks, NBFCs are going to lead the economy higher: Ajay Bagga
• TVS Credit to focus on enhancing leveraging data and technology
• Healthtech SaaS startup THB raises $20 million
• India considering allowing foreign investment in nuclear power
• SJVN bags 100 MW solar power project in Rajasthan
• India's forex reserves rise $4.53 billion to $588.78 billion
• India's commercial property sector is strong and stable: Report
• 6 GHz not used for 5G globally should be delicensed: BIF to DoT
• Foxconn's April sales fall 12% on slowing smartphone business
• CRO market still very much untapped in India: Cyndrella Carvalho
• 5G smartphone shipments grow 14% in India in Q1 2023: Report
• PropertyPistol raises Rs 45 crore from ICICI Bank, Baring Private Equity Partners

Mint

• Global gas supply to remain tight in 2023 amid lower Russia deliveries to Europe
• Piramal Enterprise Q4: NBFC posts net loss of ₹196 cr
• SJVN secures 100 MW wind power project in Gujarat
• Britannia reports 47% growth in net profit
• Adani Power Q4 PAT rises to ₹5,242 crore
• IndiGo announces additional flights in violence-hit Manipur
• DCB Bank Q4 earnings: PAT up 25% YoY, NII rises 27%
• Coal ministry aims to complete 67 FMC projects by 2027
• Ajanta Pharma Q4 earnings: Net profit down 19% in Q4, R&D expenses up 7%
• ACME Group and Indraprastha Gas join hands for green hydrogen opportunities
• ONGC appoints Manish Patil as director of human resources
• Marico re-appoints Saugata Gupta as MD & CEO for two years
• 360 One Wam reports 14% PAT growth in FY23
• Shopify to Lay Off 20% as It Sells Logistics Business to Flexport
• Manappuram Finance clarifies: ED action against promoter, not company

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 08-05-2023 :*

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

*TOTAL NET SELL : -17117* 😭😭

*INDEX FUT. : +1306*

*INDEX OPT. : -21092*

*STOCK FUT. : +2883*

*STOCK OPT. : -216*

*SEC. IN F&O BAN FOR, 09 MAY, 2023 :*

*1. MANAPPURAM 2. GNFC 3. BHEL*

*ADDITION : BHEL*
*DELETION : NIL*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 08-MAY-2023 :*

*FIIS : BUY +2,124 (8,705-6,581)* 😄

*DIIS : BUY +245 (6,252-6,007)* 🙂

*BSE SENSEX : +710 (61,764)🔼*

*NSE NIFTY : +195 (18,264)*🔼

*BSE MIDCAP. : +243 (26,095)*🔼

*BSE SMLCAP. : +164 (29,448)*🔼

*B. CRUDE : $ 76.62* 🔼 😭

*GOLD: $2025=INR 61,000(10gr)* 🔽 😩

*SILVER : RS. 78,350, (kg) (5pm)* 🔽 😔

*FOREX : RS. $ 81.7950* ↔️ 😳

*7.26% GOI NEW '33: 7.0488%(101.4550)*🔼😩

*7.26% GOI '32 : 7.0910%(101.12)* 🔼😩

*7.41% GOI '36 : 7.1437% (102.2825)*🔼😩

*SGX Nifty -8 pts (18310) from last trade 18318 ,*


Nikkei +173 pts ,
Hangseng -45 pts ,
Around @ 6.53am .


Dow -55.69 pts ,Nsdq +21.51 pts, S&P +1.87 pts , Bovespa +893 pts , Ftse Clsd , Dax -8 pts , Cac +7 pts , Crude @ $71.45 brl (+0.11), Brent @ $72.96 brl (-0.20) , Gold @ 2028.60 (+4.60), Silver @ $25.80 (-0.03), Euro @ $1.0995, JPY @ $135.07, INR @ 81.765




*Today's Corporate Action*
*9th May Ex Date*



 
OFSS
Interim Dividend - Rs. - 225.0000
RKFORGE
Interim Dividend - Rs. - 0.5000
 



*Today's Board Meetings*
*9-May-23*



ABANSENT
Audited Results  
ADROITINFO
General  
AGRITECH
A.G.M.;Audited Results  
AKI
Quarterly Results;Stock  Split  
ALPSINDUS
Audited Results  
ANMOL
General  
APOLLOTYRE
Audited Results;Dividend  
BALUFORGE
Audited Results  
BIRLACORPN
Audited Results;Final Dividend;General  
CAPPIPES
Half Yearly Results  
CASTROLIND
Quarterly Results  
CHALET
Audited Results  
DELPHIFX
Audited Results;General  
DUTRON
Audited Results  
EIKO
Audited Results  
ELANTAS
Quarterly Results  
EVEREADY
Audited Results;Dividend;General  
FIVESTAR
Audited Results  
GANESHHOUC
Audited Results;Final Dividend  
GODREJAGRO
Audited Results;Final Dividend;Quarterly Results
HATSUN
Audited Results;General  
IFL
Audited Results;Quarterly Results  
IGL
Audited Results;Final Dividend  
JMFINANCIL
Audited Results;Final Dividend  
JPPOWER
Audited Results  
KAYCEEI
Audited Results;Final Dividend  
KLBRENG-B
Audited Results;Dividend  
KSB
Quarterly Results  
LATENTVIEW
Audited Results  
LUPIN
Audited Results;Final Dividend;General  
MAGADHSUGAR
Audited Results;Dividend  
MANINFRA
Audited Results;Interim Dividend  
MANORAMA
Audited Results;Final Dividend;Quarterly Results
MATRIMONY
Audited Results;Final Dividend  
MRO-TEK
Audited Results  
MTPL
Increase in Authorised Capital;Issue Of Warrants;General
NAZARA
Audited Results  
NETLINK
Audited Results  
NUVOCO
Audited Results  
OSEASPR
Audited Results  
PASUPTAC
Audited Results;General  
POLYMED
Audited Results;Final Dividend;General  
RAIN
Interim Dividend;Quarterly Results  
RAYMOND
Audited Results;Final Dividend;General  
RELINFRA
Audited Results  
RTNINDIA
General  
SAGARSYST
Audited Results;Quarterly Results  
SANTOSHF
General  
SCI
Audited Results;Dividend  
SHANTIGEAR
Audited Results;Final Dividend  
SHEMAROO
Audited Results  
SRAMSET
Audited Results  
SRF
Audited Results;Final Dividend  
STOVACQ
Quarterly Results  
SUVEN
Audited Results;Quarterly Results  
SWASTIKA
Audited Results;Final Dividend  
SWISSMLTRY
Audited Results;Final Dividend  
SWOEF
Audited Results  
TDPOWERSYS
Audited Results  
TECHCON
Audited Results  
TFL
Audited Results  
THEINVEST
Audited Results;Quarterly Results  
TTLEL
General  
UHZAVERI
General  
WESTLIFE
Audited Results  
WINSOMTX
Audited Results



*Stock under F&O ban on NSE*
*9-May-23*




1 BHEL

2 GNFC

3 MANAPPURAM

JAN 2023 Alert
Nifty was 17549,
Stocks have seen decent correction from 2023 highs removing froth from the markets ahead of The Budget. Investors with medium to long term horizon may start accumulating stocks (IT / FMCG / Pharma / MODIRAP preferred) over next few months.
yesterday fmcg index was at life high and pharma stocks doing well.

TATA ELXSI READY FOR +VE MOVE .

@A1GURUKULAM

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 09-05-2023 :*

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

*TOTAL NET SELL : -11274* 😭

*INDEX FUT. : -515*

*INDEX OPT. : -10573*

*STOCK FUT. : +60*

*STOCK OPT. : -245*

*SEC. IN F&O BAN FOR, 10 MAY, 2023 :*

*1. MANAPPURAM 2. GNFC 3. BHEL 4. CANBK*

*ADDITION : CANBK*
*DELETION : NIL*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 09-MAY-2023 :*

*FIIS : BUY +1,942 (9,375-7,433)* 😄

*DIIS : BUY +404 (7,148-6,744)* 🙂

*BSE SENSEX : -03 (61,761)🔽*

*NSE NIFTY : +02 (18,266)*🔼

*BSE MIDCAP. : +07 (26,102)*🔼

*BSE SMLCAP. : -104 (29,344)*🔽

*B. CRUDE : $ 75.80* 🔽 😊

*GOLD: $2027=INR 61,450(10gr)* 🔼 🙂

*SILVER : RS. 78,400, (kg) (5pm)* ↔️ 😳

*FOREX : RS. $ 82.0375* 🔽 😩

*7.26% GOI NEW '33: 7.0445%(101.4850)*🔽😳

*7.26% GOI '32 : 7.0954%(101.09)* 🔼😔

*7.41% GOI '36 : 7.1428% (102.29)*↔️😳

*🌹India Daybook – Stocks in News*

*Lupin:* Net Profit at Rs 235.9 Cr vs poll of Rs 156.8 Cr, Revenue up 14.1% at Rs 4430.0 cr Vs Rs 3883.0 cr (YoY) (Positive)

*SCI:* Net profit at Rs 376.9 cr Vs Rs 148 cr, Revenue up 8.3% at Rs 1,418.1 cr Vs Rs 1,309 cr (YoY) (Positive)

*Shemaroo:* Net profit at Rs 4.8 cr Vs Rs 2 cr, Revenue up 75.7% at Rs 164.5 cr Vs Rs 93.6 cr (YoY) (Positive)

*Apollo Tyre:* Net profit at Rs 427.3 cr Vs Rs 113 cr, Revenue up 12% at Rs 6,247.3 cr Vs Rs 5,578.3 cr (YoY) (Positive)

*Westlife:* Net profit up 30.3% at Rs 20.3 cr Vs Rs 15.6 cr, Revenue up 22.3% at Rs 556.3 cr Vs Rs 455 cr (YoY) (Positive)

*Kilburn Engineering:* Net profit at Rs 12.3 cr Vs Rs 5 cr, Revenue up 16.3% at Rs 67 cr Vs Rs 57.5 cr (YoY) (Positive)

*SRF:* Company increases capex for setting up of arm, SRF Altech, to Rs 530 cr from Rs 425 cr (Positive)

*Reliance Industries:* The Delhi High Court rejected a government challenge to an arbitration panel award that had ruled in favour of Reliance Industries Ltd (Positive)

*SBI:* nominates Swati Gupta as Director on the Central Board of Directors (Neutral)

*Nazara:* Net profit up 18.2% at Rs 2.6 cr Vs Rs 2 cr, Revenue up 65% at Rs 289.3 cr Vs Rs 175.1 cr (YoY) (Neutral)

*KIOCL:* Appoints Ganti Venkat Kiran as Director (Production & Projects) for 4 years (Neutral)

*KSB:* Net profit up 1.2% at Rs 40.9 cr Vs Rs 40 cr, Revenue up 17.2% at Rs 489.6 cr Vs Rs 417.7 cr (YoY) (Neutral)

*Birla Corp:* Net profit at Rs 85 cr Vs poll of Rs 54 cr (Neutral)

*Greaves:* Completes first stage #acquisition of 60% shareholding in Excel Controlinkage on May 8 (Neutral)

*Raymond:* Board approves issuance of Non-Convertible Debentures (NCDs) for up to Rs 2,200 cr. (Neutral)

*Castrol:* Net profit down 11.3 % at Rs 202.5 cr Vs Rs 228 cr, Revenue up 4.7% at Rs 1,293.9 cr Vs Rs 1,235.7 cr (YoY) (Neutral)

*SRF:* Cons PAT at Rs 562 cr vs Rs 510 cr, Cons revenue at Rs 3,778 cr vs Rs 3,469 cr QoQ (Neutral)

*Eveready:* Net loss of Rs 14.4 cr vs loss of Rs 38.4 cr, Revenue up 18.2% at Rs 286.2 cr vs Rs 242.2 cr (YoY) (Neutral)

*RAIN:* Net profit down 62% at Rs 105.4 cr Vs Rs 277 cr, Revenue up 18.4% at Rs 5,253.5 cr Vs Rs 4,436.5 cr (YoY)

*JM FIN:* Net profit down 85.8% at Rs 32.6 cr Vs Rs 229 cr, NII down 10.8% at Rs 499.1 cr Vs Rs 559.7 cr (YoY)

*Godrej Agro:* Net profit down 74.6% at Rs 31 cr Vs Rs 122 cr, Revenue down 0.7% at Rs 2,095 cr Vs Rs 2,080.8 cr (YoY)

*Latent:* Profit down 34.8% at Rs 34.2 cr Vs Rs 53 cr, Revenue down 3% at Rs 141.1 cr Vs Rs 145.1 cr (QoQ)

*Jaiprakash Associates:* The company has defaulted on loans worth Rs 3,956 crore, including principal and interest amount.

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 10-05-2023 :*

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

*TOTAL NET BUY : +3259* 😄

*INDEX FUT. : +320*

*INDEX OPT. : +2611*

*STOCK FUT. : +123*

*STOCK OPT. : +202*

*SEC. IN F&O BAN FOR, 11 MAY, 2023 :*

*1. MANAPPURAM 2. GNFC 3. BHEL 4. CANBK*

*ADDITION : NIL*
*DELETION : NIL*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 10-MAY-2023 :*

*FIIS : BUY +1,833 (8,094-6,261)* 😄

*DIIS : SELL -789 (5,062-5,851)* 😩

*BSE SENSEX : +179 (61,940)🔼*

*NSE NIFTY : +49 (18,315)*🔼

*BSE MIDCAP. : +89 (26,191)*🔼

*BSE SMLCAP. : +96 (29,440)*🔽

*B. CRUDE : $ 76.36* 🔼 😔

*GOLD: $2037=INR 61,680(10gr)* 🔼 🙂

*SILVER : RS. 78,250 (kg) (5pm)* 🔽 😔

*FOREX : RS. $ 81.9850* 🔼 🙂

*7.26% GOI NEW '33: 7.0405%(101.5125)*🔽🙂

*7.26% GOI '32 : 7.0869p%(101.1475)* 🔽🙂

*7.41% GOI '36 : 7.1383% (102.33)*🔽🙂

*SGX Nifty +57 pts (18400) from last trade 18343 ,*


Nikkei -36 pts ,
Hangseng +81 pts ,
Around @ 6.53am .


Dow -30.48 pts ,Nsdq +126.89 pts, S&P +18.47 pts , Bovespa +334 pts , Ftse -22 pts , Dax -59 pts , Cac -35 pts , Crude @ $72.87 brl (+0.31), Brent @ $76.41 brl (-0.00) , Gold @ 2037.90 (+0.80), Silver @ $25.63 (-0.02), Euro @ $1.0981, JPY @ $134.11, INR @ 81.915




*Today's Corporate Action*
*11th May Ex Date*




CLARA
Right Issue of Equity Shares 
INDIAMART
Final Dividend - Rs. - 20.0000
KKCL
Interim Dividend - Rs. - 2.0000
SIRCA
Bonus issue 1:1
 

 



*Today's Board Meetings*
*11-May-23*



AARTECH
Audited Results;Half Yearly Results;Interim Dividend;General
ABCAPITAL
Audited Results  
AJMERA
Audited Results;Final Dividend;General  
ALKYLAMINE
Audited Results;Final Dividend  
ASIANPAINT
Audited Results;Final Dividend  
ATAM
Audited Results;Final Dividend  
BALRAMCHIN*
Audited Results;General  
BGJL
Right Issue of Equity Shares;General  
BHARATSE
Audited Results;Dividend  
BLISSGVS
Audited Results;Final Dividend;General  
BLS
Audited Results;Final Dividend  
CARERATING
Audited Results;Final Dividend  
CINEVISTA
General  
DCW
Audited Results;Final Dividend;General  
DEEPAKNI
Audited Results;Final Dividend;Quarterly Results
DICIND
Quarterly Results  
EICHERMOT
Audited Results;Final Dividend;Quarterly Results
EVERESTIND
Audited Results;Final Dividend  
FGP
Audited Results  
GANGESSEC
Audited Results;Final Dividend  
GILLETTE
Quarterly Results  
GLFL
Audited Results  
GSPL
Audited Results;Final Dividend  
GTLINFRA
Audited Results  
INTEGRAEN
Audited Results  
INTELLECT
Audited Results;Final Dividend  
ITI
Preferential Issue of shares  
JOYREALTY
Audited Results;Quarterly Results  
KEDIACN
Audited Results;General  
KIRLOSBROS
Audited Results;Final Dividend  
LALPATHLAB
Audited Results;Final Dividend  
MANGCHEFER
Audited Results;Final Dividend  
MEDICO
Audited Results  
MEDPLUS
General  
MEGFI
Audited Results  
NATPLASTI
Audited Results;Final Dividend  
NEULANDLAB
Audited Results;Final Dividend  
NIYOGIN
Audited Results;General  
NRAGRINDQ
Audited Results;Final Dividend;Quarterly Results
OROSMITHS
Audited Results  
PAISALO
Audited Results;Final Dividend  
PALASHSEC
Audited Results;Final Dividend;General  
PDSL
Audited Results;Final Dividend;General  
PFS
Audited Results;Dividend  
PHTRADING
Audited Results  
RELIGARE
Audited Results  
RESONANCE
Audited Results  
RISHDIGA
Audited Results;General;Quarterly Results  
RISHIROOP
Audited Results;Final Dividend  
SBL
Audited Results  
SGFIN
Audited Results  
SHANKARA
Audited Results;Final Dividend  
SIEMENS
Quarterly Results  
SKYLMILAR
Audited Results  
SOUTHBANK
Audited Results;Final Dividend  
SPS
Audited Results;Quarterly Results  
SPSL
Audited Results  
TAMBOLI
Audited Results;Final Dividend  
TIGERLOGS
Audited Results;General  
TRACXN
Audited Results;General  
TRIVENIGQ
Audited Results  
UDAICEMENT
Audited Results  
UJJIVANSFB
Audited Results;Final Dividend  
ZENSARTECH
Audited Results;Final Dividend  
ZODIAC
Audited Results
 


*Stock under F&O ban on NSE*
*11-May-23*



1 BHEL

2 CANBK

3 GNFC

4 MANAPPURAM

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 12-05-2023 :*

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

*TOTAL NET SELL : -484* 😔

*INDEX FUT. : -245*

*INDEX OPT. : -255*

*STOCK FUT. : +04*

*STOCK OPT. : +12*

*SEC. IN F&O BAN FOR, 15 MAY, 2023 :*

*1. MANAPPURAM 2. GNFC 3. BHEL 4. CANBK 5. PNB 6. DELTACORP*

*ADDITION : DELTACORP, GNFC*
*DELETION : NIL*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 12-MAY-2023 :*

*FIIS : BUY +1,014 (9,159-8,145)* 😊

*DIIS : SELL -922 (5,457-6,379)* 😩

*BSE SENSEX : +123 (62,027)🔼*

*NSE NIFTY : +18 (18,315)*🔼

*BSE MIDCAP. : -85 (26,201)*🔽

*BSE SMLCAP. : -25 (29,616)*🔽

*B. CRUDE : $ 75.59* 🔽 🙂

*GOLD: $2019=INR 61,350(10gr)* 🔽 😔

*SILVER : RS. 75,340 (kg) (5pm)* 🔽 😢

*FOREX : RS. $ 82.1625* 🔽 😔

*7.26% GOI '33: 6.9938%(101.84)*🔽😊

*7.26% GOI '32 : 7.0420%(101.45)* 🔽😊

*7.41% GOI '36 : 7.0812% (102.83)*🔽😊

Today's Headlines - 13 May 2023

*Economic Times*

📝 India’s retail inflation eases to 18-month low of 4.7% in April

📝 Byju's closes Rs 2,000-crore debt funding from Davidson Kempner

📝 HPCL Q4 Results: Profit jumps 79% YoY to Rs 3,608 crore; revenue rises 9%

📝 Tata Motors Q4 beats estimates, automaker reports consolidated net profit of Rs 5408 crore

📝 Jupiter Hospital files DRHP with Sebi for Rs 900-1,100 crore IPO

📝 Nabard raises Rs 4,929 cr via multiple bonds

📝 India's H1 vegetable oil imports up 21pc; rising refined palm oil shipments cause of concern: SEA

📝 UK economy grows by 0.1% in first quarter of 2023

📝 Taiwan's ProLogium to invest $5 B in French battery plant

📝 EarKart raises funding from Agility Ventures, others

*Business Standard*

📝 Low inflation shows RBI Policy is effective: Governor Shaktikanta Das

📝 IOB net up 19% to Rs 656 cr in Q4FY23, income rises 16% to Rs 5,271 cr

📝 Global PE major KKR sells RE InvIT Virescent to IndiGrid for Rs 4,000 cr

📝 Five major e-commerce firms delist around 13,118 items from platforms

📝 DLF Q4 net profit jumps 41% YoY to Rs 570 crore; revenue down by 5.9%

📝 Bandhan Group, IIFL in race to acquire Aegon Life Insurance: Officials

📝 Cipla's Q4 net profit up 45% at Rs 526 cr on account of robust sales

📝 Pincode clocks 5,000 daily orders on ONDC within month of launch

📝 Five Star Business Finance expects 30% growth in AUM in FY24

📝 Tesla recalls 1.1 million electric cars from China over braking defect

📝 Capex by large state-run firms jump 121% to Rs 53,000 crore in April

📝 In a first, Sebi mulls rules for fractional ownership in real estate

📝 Foreign exchange reserves jump by $7.2 bn to $595.98 bn, says RBI

📝 Trai gives telcos 30 days to check misuse of telemarketing templates

*Financial Express*

📝 Indraprastha Gas Q4 PAT declines 9%, revenue rises over 50%

📝 RBI slaps Rs 2.92-cr penalty on Canara Bank for violating norms

📝 Magicpin reports 100% growth in daily orders on ONDC

📝 Dish TV posts Q4 net loss at Rs 1,720.62 cr, revenue down 21.45% to Rs 504.8 cr

📝 Vedanta net profit falls 57% to Rs 3,132 crore in January-March

📝 Colgate-Palmolive Q4FY23 results: Profit down 2.3% at Rs 316.22 crore

📝 KFC, Pizza Hut operator Sapphire Foods Q4FY23 profit jumps 411% at Rs 135.48 crore

📝 Siemens net profit jumps 62 per cent to Rs 516 crore in March quarter 

📝 Industrial production growth slips to 5-month low of 1.1 pc in March

📝 Rupee falls 7 paise to 82.16 against US dollar

*Mint*

📝 Sowing of summer crops starts slow; Area falls 1.2% to 6.9 million

📝 Motherson, HCL, Airtel to feature at investment summit in France

📝 AIIMS Delhi partners with WHO, Duke-NUS on patient safety

📝 Vi records biggest customer exodus in nearly 2 yrs in Feb

📝 Dolomite to invest ₹100 cr to expand Jamie’s outlets

📝 FII invests ₹7,750 cr in Indian equities this week; DIIs sold ₹1,262 cr

📝 Manappuram Finance Q4: Net profit rises 58% to ₹429 crore, dividend declared