NIFTY at ALL TIME HIGH 😇

Telegram.me/AlliesFin

Top 10 constituents - away from all time highs 🧐

Reliance = 12.5% away
HDFC Bank = 2% away
ICICI Bank =2.7% away
HDFC = 7% away
Infosys = 47% away
ITC = ALL TIME HIGH
TCS = 23% away
Kotak = 22% away
L&T = ALL TIME HIGH
Axis Bank = ALL TIME HIGH

This shows broader markets have participated very well 🙌

Days taken by #Nifty for every 1,000 point rallies

9K-10K : 36
10K-11K : 33
11K-12K : 59
12K-13K : 31
13K-14K : 25
14K-15K : 25
15K-16K : 120
16K-17K : 19
17K-18K : 28
18K-19K : 425

t.me/AlliesFin

#sensex #banknifty #stockmarket

Visualisations on semiconductors by Visual Capitalist.
Link to share this post
https://telegram.me/AlliesFin/13201

Nifty almost 19200

30/6/2023
t.me/AlliesFin
BSE:+803(64718)
NSE:+216(19189)
B.NIFTY:419(44747)
MID:+191(28776)
SML:+164(32602)
FII|FPI:+6397Cr
DII:+1197Cr
B.Crude: 74
Gold$:1906= INR: 57929
Silver: 68107
$/Rs: 82.04
7.26 : 2033 G-Sec: 7.11
NSE PE: 22.08

🇮🇳 *SGX Nifty will start trading on NSE IFSC on July 3rd as GIFT NIFTY*

*Timings - 2 sessions*

1 - Morning - 6.30 am to 3.40 pm

2 - Evening - 4.35 pm to 2.45 am

*Gandhinagar GIFT City updates*

1. Google will open its Global Fintech Center in GIFT City

2. DBS Bank (the largest bank in Singapore) gets approval to set up its base at GIFT City
→ In the past 3 years 25 Indian banks and 10 Foreign banks set up their base in GIFT IFSC

3. JP Morgan launched blockchain platform for USD clearing in GIFT

4. KredX’s trade finance platform goes live at GIFT
- The company hopes to execute transactions worth $2 billion in the next 18 months

5. Kotak Mahindra bank to move its Mauritius funds to GIFT City

6. Bank of Baroda’s GIFT City branch to outperform it’s London branch this year

7. India's biggest D-mart coming in GIFT City

8. Nakshatra group won New multi-level parking bid
- 1,150 cars capacity
- There will be commercial space along with parking facility

9. Family offices can now establish a first-of-its-kind fund management entity, family investment fund (FIF) in GIFT City.

10. Shivalik Group sold 250 residential units in GIFT City within 15 day of project launch

11. Akshay Kumar buys a luxurious duplex in GIFT City

12. GMRC is looking into having a second metro station within GIFT City premise.

WhatsApp fwd.

*GIFT Nifty +65 pts (19336) from last trade 19271 ,*


Nikkei +501 pts ,
Hangseng +86 pts ,
Around @ 6.53am .


Dow +285.18 pts ,Nsdq +195.59 pts, S&P +53.94 pts , Bovespa -295 pts , Ftse +59 pts , Dax +201 pts , Cac +87 pts , Crude @ $70.46 brl (-0.18), Brent @ $75.22 brl (-0.19) , Gold @ 1926.00 (-3.40), Silver @ $22.965 (-0.05), Euro @ $1.0907, JPY @ $144.31, INR @ 82.095




*Today's Corporate Action*
*3rd July Ex Date*


 
AXTEL
Final Dividend - Rs. - 3.0000
BALAMINES
Final Dividend - Rs. - 10.0000
GEOJITFSL
Final Dividend - Rs. - 1.5000
JYOTHYLAB
Final Dividend - Rs. - 3.0000
SHRADDHA
Right Issue of Equity Shares 




*Today's Board Meetings*
*03-Jul-23*



 
BESTEAST
General;A.G.M.
CHALET
General;Audited Results
GCSL
Increase in Authorised Capital
GISOLUTION
General  
JTLIND
General  
KREONFIN
General;A.G.M.
MILEFUR
General  
RMCL
Audited Results;A.G.M.
SEML
Bonus issue
VISTARAMAR
General;A.G.M.
VISVEN
General




*Stock under F&O ban on NSE*
*03-Jul-23*



1 IBULHSGFIN

*News Headlines from Business News Agencies:*

*Business Standard*

• Aditya Birla AIF mops up Rs 893 cr commitment; NDR files for Rs 1k-cr InvIT
• Govt to construct Rs 4,500-cr National Maritime Heritage Complex at Lothal
• BlackRock, MIT etc invest Rs 1,750 cr in Aditya Birla Capital QIP
• Indian OMCs confident of retaining discounts on Russian crude oil
• Core sector output in May expands at 4.3% amid a high base effect
• Centre approves formation of India's first domestic regulated carbon market
• Monsoon in July is cumulatively expected to be 'normal', says IMD
• HDFC buys additional stake in insurance firm HDFC ERGO to make it an arm
• Reliance Industries, bp start production from third field in KG-D6 block
• Banks to make trading gains as bond yields soften 19 bps in April-June qtr
• Govt authorises sale of 27th tranche of electoral bonds from Monday
• Govt raises rates on select small savings schemes for July-Sept quarter
• ideaForge Technology IPO subscribed 106x; Cyient booked 67x on final day
• Edtech giant Byju's to raise funds by paring stake in subsidiary Aakash
• Paytm partners with Shriram Finance to strengthen its loan distribution biz

*Economic Times*

• World Bank OKs $1.5bn for India's low carbon energy sector
• Nokia renews patent license agreement with Apple
• Shriram Finance eyes $150 million social loan, HSBC lead arranger
• Jio dials clutch of foreign banks for up to $1.5 billion loan
• Govt asks ecommerce companies to refrain from using dark patterns for duping consumers
• Jet fuel price up 1.6 per cent on global cues
• IndiGo introduces flight to Tbilisi; starts bookings
• RBI floating rate bonds interest rate hiked to 8.05% from July 1, 2023
• India's first domestically built 700 MW nuclear reactor starts commercial operations in Gujarat
• Maruti Suzuki sales up 2% in June at 1,59,418 units; domestic passenger vehicle sales up 8%
• Defence ministry inks Rs 2,725 cr contract with MDL for refit of submarine
• Hero MotoCorp to hike two-wheeler prices by around 1.5% from next month
• NHPC completes dam construction work of Subansiri Lower Hydroelectric project
• Parliament's monsoon session to begin from July 20
• India's external debt at USD 624.7 billion at end-March 2023

*Mint*

• NTPC captive coal production grows 99% in Q1
• NLC India plans ₹24,000 crore solar investment by 2030: CMD
• Net profit of PSBs almost tripled to ₹1.04 lakh in FY2022-23: FM Sitharaman
• Sebi imposes fine on ZEEL promoter entity for disclosure lapses
• EPACK Prefab aims expansion of airport, warehouse construction services
• Australia approves narcotic drugs MDMA, magic mushroom for medical purpose
• China Plans to Appoint a New Central-Bank Governor
• UK-based firm plans to set up semiconductor unit worth ₹30,000 cr in Odisha
• MG Motor India retail sales up 14% in June, sells 5,125 units
• SBI CFO Charanjit Surinder Singh Attra resigns
• DGCA to conduct special audit of crisis-hit Go First facilities on July 4-6
• British Airways looks to expand in India, says CEO
• P&G can set up plants in India for exports: India MD & CEO Vaidyanathan
• Centre to release 50,000 tonnes of tur to curb soaring prices
• India's fiscal deficit narrows to ₹2.10 lakh crore during April-May

*India Daybook – Stocks in News*

*Mazagon Dock:* Ministry of Defence signs a contract of Rs 2,725 cr with Mazagon Dock Shipbuilders (Positive)

*HFCL, Sterlite Tech:* Anti-Dumping duty expected soon by Government on certain imports (Positive)

*Tata Motors':* Total sales at 81,673 units Vs Nomura’s estimate of 78,000 units (Positive)

*Reliance Industries:* RIL and bp p.l.c. announced commencement of production from the MJ field (Positive)

*Ultratech Cement:* Company has reported sales volume of Grey Cement at 28.6 million tons and White Cement at 0.41 million tons in the first quarter (Positive)

*Granules:* US FDA completes pre-approval inspection & GMP Audit of Unit IV facility in Visakhapatnam with zero observations (Positive)

*Cyeint:* Cyient DLM Total subscription: 67.3x, QIB: 90.4x, NII: 45x, Retail: 49.2x; Employee: 3.5x. (Positive)

*TVS Motor:* Company expects growth momentum to continue in the current fiscal (Positive)

*Hero MotoCorp:* Company hike prices of its motorcycles & scooters by around 1.5%. (Positive)

*IndiGo:* Company adds Tbilisi in Georgia as its 29th international destination. (Positive)

*Coal India:* Production in June quarter up 10 percent year-on-year to 175.5 MT (Positive)

*NMDC:* Production for the June month grew by 35 percent month-on-month. (Positive)

*Karur Vysya Bank:* June quarter deposits up 13.75 percent year-on-year and 5.3 percent sequentially. (Positive)

*NCC:* Gets new orders worth Rs 2,055 crore in June (Positive)

*L&T Finance:* Company appoints Sudipta Roy as Chief Operating Officer (Positive)

*Easy Trip:* Societe Generale bought 1.5 crore shares in the company (Positive)

*CreditAccess:* Plutus Wealth Management LLP has acquired 10.23 lakh shares in the microfinance institution at an average price of Rs 1,245 per share (Positive)

*Vedanta:* Company initiates strategic review of steel business, engages advisors for potential sale (Positive)

*Adani Transmission:* GQG Partners Emerging Markets Equity Fund has bought 72.59 lakh shares and Goldman Sachs Trust II purchased 1.4 crore equity shares (Neutral)

*TD Power:* Promoters have sold 3.7 crore equity shares or 23.74 percent stake (Neutral)

*Hero MotoCorp:* Total sales down 9.9% at 4.4 lakh units vs 4.8 lakh units. (Neutral)

*Eicher:* Royal Enfield's total sales at 77,109 units Vs Nomura's estimate of 77,000 units (Neutral)

*Escorts Kubota:* Company's total sales down 2% at 9,850 units Vs 10,051 units (YoY). (Neutral)

*HDFC and HDFC Bank:* Boards approve July 1 as the effective date of the merger and July 13 as Record Date (Neutral)

*State Bank:* Charanjit Surinder Singh Attra resigns as Chief Financial Officer of Bank (Neutral)

*Aditya Birla Capital:* Company announces closure of QIB; raises Rs 1,750 crore (Neutral)

*CSB Bank:* Revises base rate to 11.05% p.a. from 10.20% p.a., effective July 1 (Neutral)

*Bharti Airtel:* Warburg Pincus affiliate has offloaded 0.3% stake in Bharti Airtel Ltd through a block deal (Neutral)

*Atul Auto:* Company's total sales down 30.3% at 1,267 units Vs 1,818 units (YoY)

*SML Isuzu:* Company's total sales down 3% at 1,279 units Vs 1,322 units (YoY)

*Maruti Suzuki:* Company's total sales at 1.59 lakh units Vs Nomura's estimate of 1.68 lakh units

*TMB:* Bank failed to file details of Rs 3,610 cr deals due to tech glitch: media sources

*📰Today's News Headlines*

*Economic Times*

📝 India’s first regional train service - RAPIDX - to kick off on 17-km stretch this month

📝 LPG shipments to draw customs duty of 15% & farm cess of equal amount

📝 Diesel sales decline 3.7% in June, petrol sales up 3.4%

📝 Share of housing loans in total advances rises to 14.2 pc in 11 years: RBI report

📝 Commerce minister to meet traders as exports dip

📝 Robotics firm Addverb aims Rs 8,000 cr revenue in 5 years; to invest Rs 500 cr in manufacturing

📝 Fashion accessory startup Zouk keen on more offline stores, charts out FY24 growth blueprint

*Business Standard*

📝 India's transition to less polluting fuels faster than in other countries

📝 All airlines post above 90% load factor for 2nd straight month: Govt data

📝 523 HDFC branches to become HDFC Bank's in phases, take total to 8,344

📝 Pace of lending to infrastructure sector tumbles sharply to 1.8% in May

📝 Andhra Pradesh ups the learning quotient, revamps govt school education

📝 Electric vehicle makers in talks with Centre on battery decoupling policy

📝 HP bets big on gaming, SMB deals in India amid PC market headwinds

📝 Welspun India to see over two-fold rise in domestic business by 2026

*Financial Express*

📝 Merck signs pact with Atomic Energy Commission for heavy water supply  

📝 China firms no-go area for 5G orders; Local production to get a boost

📝 Power transmission: Private firms want competition check on PowerGrid

📝 Hind Copper hopeful of getting final govt nod to reopen closed Rakha mine 

📝 India 5th biggest market for ‘newcomer’ small businesses on eBay: Report

📝 Indian Bank rolls out digital services under ‘Project WAVE’ initiative

📝 Open market sale of cereals to continue till prices moderate

📝 Over 12k fake entities in GST; CBIC plans biometric authentication, tighter return filing

*Mint*

📝 Tesla sales jump 83% for Q2, as tax credits and broader adoption drive sales

📝 Centre may offer grants to NE states for hydropower projects

📝 Investment plans fell in Q1 despite big IndiGo order

📝 Bandhan Bank revises FCNR deposits, lending rates from 1 July

📝 CSR plans should be self-sustaining: MCA

📝 NHAI debt servicing liability likely to double in five years

📝 FMCG companies eye improved margins as raw material costs ease

📝 Banks' net interest margin rises 46 bps to 3.3% in Q4FY23: Report

📝 Monsoon covers the entire India, says IMD

📝 BoB plans to divest up to 49 pc in credit card arm

📝 Hero MotoCorp registers 9.9% de-growth at 4.4 lakh units in June.

3/7/2023
BSE:+486(65205)
NSE:+133(19322)
B.NIFTY:+410(45158)
MID:+85(28861)
SML:+184(32786)
FII|FPI:+1995Cr
DII:-337Cr
B.Crude: 75
Gold$:1912=INR: 58060
Silver: 69119
$/Rs: 81.96
7.26 : 2033 G-Sec: 7.11
NSE PE: 22.51

On Guru Purnima 🙏

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 03-07-2023 :*

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

*TOTAL NET BUY : +7227* 😄

*INDEX FUT. : +434*

*INDEX OPT. : +7093*

*STOCK FUT. : +228*

*STOCK OPT. : -529*

*SEC. IN F&O BAN FOR, 04 JULY, 2023 :*

*1. IBULHSGFIN*

*ADDITION : NIL*
*DELETION : NIL*

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

*FIIS : BUY +1,996 (7,534-5,538)* 😄

*DIIS : SELL -338 (7,032-7,370)* 😔

*BSE SENSEX : +487 (65,205)🔼*

*NSE NIFTY : +133 (19,322)*🔼

*BSE MIDCAP. : +85 (28,861)*🔼

*BSE SMLCAP. : +184 (32,786)*🔼

*B. CRUDE : $ 75.46* 🔼 😩

*GOLD: $1927=INR 58,450(10gr)* 🔼 🙂

*SILVER : RS. 71,500 (kg) (5pm)* 🔽 😩

*FOREX : RS. $ 81.95* 🔼 🙂

*7.26% GOI '33: 7.1192%(100.9575)*🔼😔

*7.26% GOI '32 : 7.1569%(100.67)* 🔼😩

*7.41% GOI '36 : 7.2303% (101.5250)*🔼😔

Lti mindtree to replace hdfc Ltd in nifty50 from July 13, 2023.

@AlliesFin

NSe MiDCAp 100 Cmp 36005 hits record highs of 36000 for the first time

Short story, Learnings

https://telegra.ph/Ignorance-Screams-Intelligent-Moves-on-07-05

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