*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 19-10-2023 :*

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

*TOTAL NET BUY : +29229* 😃😃

*INDEX FUT. : -392*

*INDEX OPT. : +29011*

*STOCK FUT. : +593*

*STOCK OPT. : +17*

*SEC. IN F&O BAN FOR, 20-Oct-23 :*

*1. BALRAMCHIN 2. GNFC 3. DELTACORP 4. INDIACEM 5. IBULHSGFIN 6. MANAPPURAM 7. MCX*

*ADDITION : NIL*
*DELETION : HINDCOPPER, SAIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 19-OCT-2023 :*

*FIIS : SELL -1,093 (10,102-11,195)* 😥

*DIIS : BUY +736 (7,249-6,513)* 😊

*BSE SENSEX : -248 (65,629)🔽*

*NSE NIFTY : -46 (19,625)*🔽

*BSE MIDCAP. : -27 (32,210)*🔽

*BSE SMLCAP. : +28 (38,490)*🔼

*B. CRUDE : $ 91.00* 🔼 😩

*GOLD: $1954=INR 62,390 (10gr)* 🔽 ☺️

*SILVER : RS. 74,500 (kg)(5pm)*🔽😩

*FOREX : RS. $ 83.24 🔼 🙂*

*7.26%GOI '33: 7.4140%(98.9625)🔼☺️*

*7.18%NEW '33: 7.3720%(98.66)🔼☺️*

*7.18%GOI '37: 7.45750% (97.4750)🔼☺️*

Today's Headlines from :

*Economic Times*

📝 ITC Q2 Results: Profit rises 10% YoY to Rs 4,927 crore, beats estimates

📝 Strong economy may still require rate increases: Fed Chair Jerome Powell

📝 SoftBank to offload 1.1% stake in Zomato worth Rs 1,024 crore via bulk deal: Report

📝 HUL Q2 profit rises 4% to Rs 2,717 crore; dividend @ Rs 18/share

📝 South Indian Bank Q2 Results: Net profit rises 23% YoY to Rs 275 crore

📝 BCIC signs up with Japan's SME organisation to step up manufacturing share to India's GDP

📝 Tata Group considers topping up another $1 billion for super-app arm

📝 Nestle India net rises 37 per cent, sales surge past Rs 5,000 crore

📝 AI startup Imbue gets $12 million in follow-on funding

📝 Overseas remittance fintech HiWi raises Rs 7.5 crore funding from Unicorn India Ventures, others

📝 Agri-inputs ecommerce startup BharatAgri raises $4 million in funding round led by Arkam Ventures

*Business Standard*

📝 PVR Inox Q2FY24 result: Profit at Rs 166 cr; revenue rises to Rs 1,999 cr

📝 UltraTech Q2FY24 results: Net profit up 69% to Rs 1,281 cr, beats estimates

📝 Hindujas tap private credit, foreign banks for Reliance Capital buy

📝 Tata Motors to acquire 26.79% stake in Freight Tiger for Rs 150 crore

📝 Rebel Foods' EatSure partners with railways to provide food on trains

📝 India needs its own P&I entity for maritime, says FM Nirmala Sitharaman

📝 Reserve Bank of India net sells $3.9 billion foreign currency in August

*Financial Express*

📝 IBBI to float discussion papers on CIRP, corporate liquidation soon

📝 NLC charts out Rs 83,000-cr capex plan

📝 Cyient Q2 profit jumps 132.1% at Rs 183.60 crore, revenue up 27.4% on-year

📝 Coforge posts Q2 profit at Rs 181.30 crore, revenue up 15.7% at Rs 2267.20 crore

📝 IndusInd Bank Q2 profit up 22 per cent to Rs 2,202 crore

📝 India-China to contribute half of world’s growth in 2023, 2024: IMF


https://t.me/instantfinanceupdates

📝 Rupee rises 5 paise to close at 83.23 against US dollar

📝 Blue Jet Healthcare eyes Rs 840 cr via IPO; sets price band at Rs 329-346 per share

*Mint*

📝 Microsoft India revenue rises 39% in FY23 on services boost

📝 PE firm Faering Capital invests $30 mn in Vastu Housing Finance

📝 Northern Arc picks ICICI Securities to manage ₹2K cr IPO

📝 Equitas SFB Q2 Results: Net profit up 70% to ₹198 crore, NIIs up 25% YoY

📝 Govt puts in place online authorisation system for laptop imports

📝 Uttarakhand got investments worth over ₹54,000 cr since Sept

📝 Godrej Capital aims for ₹50,000 crore AUM by 2028.

🇮🇳 India Daybook

@AlliesFin

Stocks in News

*Equitas Bank:* Net profit up at Rs 198.0 cr Vs Rs 116.0 cr, NII up 25.6% At Rs 766.0 cr Vs Rs 610.0 cr YoY (Positive)

*Cyient:* Net profit up 8.6% at Rs 184 cr Vs Rs 169 cr (QoQ) Revenue up 5.5% at Rs 1778 cr Vs Rs 1686.5 cr QoQ (Positive)

*Jindal Stainless:* Net profit up 74.0% At Rs 609.0 cr, Q2 revenue at Rs 9720.0 cr, up 14% YoY (Positive)

*RVNL:* JV gets Rs 174.27 crore contract from Western Railway for civil engineering works in Gujarat (Positive)

*Bharti Airtel:* Amdocs’ platform will enable Airtel to create a single bundled plan and bill for all its services (Positive)

*ITC:* Cigarette volume growth in the 6-7% range vs estimates of 5.6%. (Positive)

*IL&FS Transportation:* Company signs pact with Sekura Roads to sell entire stake of company in Jorabat Shillong Expressway for Rs 1,343 cr (Positive)

*Elecon:* Company gets order for supply, supervision of pipe conveyor system from Arcelormittal Nippon Steel India worth Rs 51.41 crore (Positive)

*Tejas Networks:* Company gets Rs 107.73 crore order from TCS. (Positive)

*Gulf Oil:* Company and S-Oil Seven in pact to expand business in India (Positive)

*Tata Coffee:* Net profit down 60.2% at Rs 56.7 Cr Vs Rs 142.4 Cr, Revenue down 3.1% at Rs 696 cr Vs Rs 718.3 Cr (YoY) (Neutral)

*Tata Comm:* Net profit seen at Rs 221 crore vs poll Rs 335 crore, Revenue seen at Rs 4872 crore vs poll Rs 4860 crore (Neutral)

*HUL:* Company reports Q2 profit at Rs 2717 cr versus estimates Rs 2550 crore, Domestic volume up 2% versus poll of 3-4% (Neutral)

*ITC:*Q2 net profit at Rs 4927 cr vs poll of Rs 4911 cr, Revenues at Rs 16550.0 cr vs Rs 16130.0 cr YoY (Neutral)

*UBL:*Q2 net profit at Rs 107.6 cr vs poll of Rs 114 cr, Revenues at Rs 1888.0 cr vs Rs 1753.0 cr (Neutral)

*Updater Services:* Net profit at Rs 12.39 crore, up 28.26%. Revenue at Rs 576.4 crore, up 0.8% QoQ (Neutral)

*Tanla:* Net profit at Rs 142.0 crore, up 5.27%. Revenue at Rs 1008.6 crore, up 10.7% QoQ (Neutral)

*Aarti Drugs:* Net profit at Rs 39.6 crore, up 2.1%. Revenue at Rs 642 crore, down 6.7% YoY (Neutral)

*Zomato:* SoftBank - SVF Fund to sell 1.1% stake or 9.3 crore shares via block deal via Block Deal (Neutral)

*Tata Motors:* Company to acquire 26.79% stake in Freight Tiger for Rs 150 crore. (Neutral)

*PTC India:* The equity value of Rs 925 cr is subject to adjustments in bid value as per the bid format. (Neutral)

*Gati:* Registrar of Companies approves name change of Gati to Allcargo Gati effective October 19. (Neutral)

*HFCL:* Net profit down 15.2% at Rs 69 cr Vs Rs 82 cr, Revenue down 5.3% at Rs 1111.5 cr Vs Rs 1173.5 cr (YoY)

*Havells:* Net profit seen at Rs 249 crore vs poll Rs 289 crore, Revenue seen at Rs 3900 crore vs poll Rs 4226 crore

*MPhasis:*Q2 net profit at Rs 391.9 cr vs poll of Rs 406 cr, Revenues at Rs 3276.5 cr vs poll of Rs 3325.0 cr.

*Voltas:*Q2 net profit at Rs 35.6 cr vs poll of Rs 98 cr, Revenues at Rs 2293.0 cr vs poll of Rs 2107.0 cr.

*Natco Pharma:* US FDA issues 8 observations for co’s Pharma Division in Kothur Hyderabad (Negative)
*Indoco:* USFDA has issued four observations in Form 483 at the end of the pre-approval inspection.

*Grasim:* Company gets Rs 141 crore demand notice from Rajasthan Stamps Collector.

Current situation:
@AlliesFin

1. Stocks falling like a recession is coming

2. Home prices rising like there's no recession

3. Bonds falling like the Fed is raising rates

4. Gold rising like the Fed is cutting rates

5. Oil prices rising like a major war is coming

6. Tech stocks rising like there's no problem at all

7. War fear and Fii n Dii buying

Whats happening 😂
T.me/AlliesFin

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 20-10-2023 :*

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

*TOTAL NET BUY : +6771* 😃😃

*INDEX FUT. : -636*

*INDEX OPT. : +8186*

*STOCK FUT. : -811*

*STOCK OPT. : +33*

*SEC. IN F&O BAN FOR, 23-Oct-23 :*

*1. IBULHSGFIN*

*ADDITION : NIL*
*DELETION : BALRAMCHIN, GNFC, DELTACORP, INDIACEM, MANAPPURAM, MCX*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 20-OCT-2023 :*

*FIIS : BUY +456 (13,645-13,189)*

*DIIS : BUY +08 (6,870-6,862)*

*BSE SENSEX : -231 (65,398)🔽*

*NSE NIFTY : -82 (19,543)*🔽

*BSE MIDCAP. : -329 (31,881)*🔽

*BSE SMLCAP. : -291(38,199)*🔽

*B. CRUDE : $ 93.10* 🔼 😭

*GOLD: $1989=INR 63,300 (10gr)* 🔼 😊

*SILVER : RS. 74,500 (kg)(5pm)*↔️😳

*FOREX : RS. $ 83.12 🔼 🙂*

*7.26%GOI '33: 7.4080%(99.0025)🔽🙂*

*7.18%NEW '33: 7.3626%(98.7250)🔽🙂*

*7.18%GOI '37: 7.4709% (97.51)🔽🙂*

Looking at the Risk @AlliesFin

link to this post
https://telegram.me/AlliesFin/13718

Like Share Educate 😊

The Three Stages of a Bull Market @AlliesFin

Get Stock Market News n updates on your Device connect
https://telegram.me/AlliesFin

Learn more about Stock Markets connect
https://telegram.me/StockArthi

FT reports private equity (PE) is struggling to generate asset realizations to fund investor returns - see link and snipped below - and are still (unsuccessfully) seeking "2021 prices".

The reason they are seeking 2021 prices is they haven't yet taken their marks, wanting to pad performance and maintain the illusion of PE/alts generating high returns, low volatility, and "uncorrelated" performance (despite being high fee, levered-equity products).

But of course, all asset prices negatively correlate with tighter money, not just publicly-traded "liquid" assets. That's why they can't exit positions via IPO/trade sale in 2023 at 2021 prices, only at 2023 prices.

Investors and regulators should treat asset-shuffling efforts by PE such as continuation funds (rolling old assets into new funds), and margin loans etc to fund investor distributions, with extreme suspicion/skepticism, & clear evidence of PE overstating their NAVs/returns.

In my view, the whole PE/alts space is massively overallocated & due a meaningful clean out.
T.me/AlliesFin

https://on.ft.com/3FwPHxq via @FT

*GIFT Nifty -22 pts (19501) from last trade 19523 ,*


Nikkei -192 pts ,
Hangseng clsd ,


Dow -286.89 pts ,Nsdq -202.37 pts, S&P -53.84 pts , Bovespa -849 pt.s , Ftse -97 pts , Dax -246 pts , Cac -105 pts , Crude @ $87.17 brl (+0.91), Brent @ $91.30 brl (-1.21) , Gold @ 1977.10 (-17.30), Silver $23.235 (-0.269), Euro @ $1.0586, JPY @ $149.87, INR @ 83.155





*Today's Corporate Action*
*23rd Oct Ex Date*



VINNY
E.G.M.



*Today's Key Results/Board Meetings*
*23-Oct-23*


ALOKTEXT
Quarterly Results
ATISHAY
Quarterly Results
AURUM
Quarterly Results;General
GANVERSE
Half Yearly Results
KAPILCO
General;Preferential Issue of shares
KKCL
Quarterly Results;Audited Results
LLOYDSME
Quarterly Results;General
MAHLOG
Quarterly Results;General
MHRIL
Quarterly Results
NDTVQuarterly ResultsNRAGRINDQ
Quarterly Results
PNBHOUSING
Quarterly Results
PODDAR
Audited Results
PVVINFRA
General
TORNTPHARM
Quarterly Results
UNISTRMU
Quarterly Results
VEERKRUPA
Half Yearly Results




*Stock under F&O ban on NSE*
*23-Oct-23*



The NSE has retained Indiabulls Housing Finance to its F&O ban list for October 23. Balrampur Chini Mills, Delta Corp, GNFC, India Cements, Manappuram Finance, and MCX India have been removed from the said list.

THE HISTORY OF INNOVTION CYCLES @ALLIESFIN
LONG WAVES OF INNOVATIONS.
Link to this post
https://telegram.me/AlliesFin/13725

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 23-10-2023 :
@AlliesFin

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

*TOTAL NET SELL : -8226* 😭😭

*INDEX FUT. : -327*

*INDEX OPT. : -14610*

*STOCK FUT. : +6372*

*STOCK OPT. : +340*

*SEC. IN F&O BAN FOR, 25-Oct-23 :*

*1. RBL BK.*

*ADDITION : RBL BK.*
*DELETION : IBULHSGFIN*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 23-OCT-2023 :*

*FIIS : BUY +252 (8,229-7,977)* 🙂

*DIIS : BUY +1112 (8,022-6,910)* 😃

*BSE SENSEX : -826 (64,572)🔽*

*NSE NIFTY : -261 (19,282)*🔽

*BSE MIDCAP. : -799 (31,082)*🔽

*BSE SMLCAP. : -1596 (36,603)*🔽

*B. CRUDE : $ 91.66* 🔽 😃

*GOLD: $1976=INR 62,900 (10gr)* 🔽 ☺️

*SILVER : RS. 75,500 (kg)(5pm)*🔼😃

*FOREX : RS. $ 83.19 🔽 ☺️*

*7.26%GOI '33: 7.4206%(98.92)🔼☺️*

*7.18%NEW '33: 7.3769%(98.6275)🔼☺️*

*7.18%GOI '37: 7.4913% (97.34)🔼😳*

GIFT Nifty +47 pts (19310) from Monday's last trade 19263 ,


Nikkei +355 pts ,
Hangseng +474 pts ,

Dow +204.95 pts ,Nsdq +121.55 pts, S&P +30.64 pts , Bovespa +977 pt.s , Ftse +16 pts , Dax +79 pts , Cac +43 pts , Crude @ $83.58 brl (-0.16), Brent @ $88.01 brl (-0.16) , Gold @ 1983.40 (-2.70), Silver $23.08 (-0.03), Euro @ $1.0592, JPY @ $149.86, INR @ 83.015





*Today's Corporate Action*
*25th Oct Ex Date*



INFY
Interim Dividend - Rs. - 18.0000



*Today's Key Results/Board Meetings*
*25-Oct-23*



20MICRONS
Quarterly Results;General
ASAHISONG
Quarterly Results
ASHNOOR
Quarterly Results
AURIONPRO
Quarterly Results
AXISBANK
Quarterly Results
BANARISUG
Quarterly Results
BCPL
General
BHARATWIRE
Quarterly Results
BRIDGESE
Quarterly Results
BTML
General;Rights Issue;Increase in Authorised Capital
CHALET
Quarterly Results
CHENNPETRO
Quarterly Results
CMSINFO
Quarterly Results
CONTICONQuarterly Results;General
CRANESSOFT
Audited Results
DREAMFOLKS
Quarterly Results
GALACTICO
Quarterly Results;General
GODREJIND
General
GULFOILLUB
Quarterly Results
HCKKVENTURE
Quarterly Results
HGIND
Quarterly Results
INDUSTOWER
Quarterly Results
JUBLFOOD
Quarterly Results
JUMBO
Quarterly Results
KUANTUM
General
LAXMIMACH
Quarterly Results
LKPFIN
Quarterly Results
LOYAL
Quarterly Results
MADHAVIPL
Quarterly Results;Genera
lNETWORK18
Quarterly Results
PRECISION
Quarterly Results
RALLIS
Quarterly Results
RESPONIND
Quarterly Results
SEMAC
Quarterly Results
SHANTIGEAR
Quarterly Results
SHAREINDIA
Quarterly Results;Interim Dividend
SHRAJSYNQ
Quarterly Results
SONACOMS
Quarterly Results
SONATSOFTW
Quarterly Results;Bonus issue;Interim Dividend
SPYLQuarterly Results
STARHFL
Quarterly Results;General
SUMERUIND
Quarterly Results
SWARAJENG
Quarterly Results
TECHM
Quarterly Results;Interim Dividend;Audited Results
THAKRAL
General
THIRDFIN
General
TIAANC
Quarterly Results
TPHQ
Quarterly Results;General;Stock  Split
TV18BRDCST
Quarterly Results
VISTARAMAR
Quarterly Results
WELSPUNIND
Quarterly Results



*Stock under F&O ban on NSE*
*24-Oct-23*



The NSE has added RBL Bank to its F&O ban list for October 25, while Indiabulls Housing Finance has been removed from the list.

STOCK LENDING OFFERS #NSE @ALLIESFIN

@AllieaFin

ONLY 2 PEOPLE CAN BUY AT BOTTOM AND SELL AT TOP,
1st IS GOD,
2nd IS LIAR.

🌟