@AlliesFin

🇮🇳👍𝐈𝐧𝐝𝐢𝐚𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐨𝐮𝐬𝐞𝐬 𝐚𝐧𝐝 𝐈𝐭'𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐂𝐚𝐩


𝐓𝐚𝐭𝐚 𝐆𝐫𝐨𝐮𝐩 - 𝟐𝟓,𝟐𝟗,𝟖𝟑𝟖 𝐂𝐫

Total Number of companies = 28

▪️Tata Consultancy Services Ltd
▪️Titan Company Ltd
▪️Tata Motors Ltd
▪️Tata Steel Ltd
▪️Tata Power Company Ltd
▪️Tata Consumer Products Ltd
▪️Trent Ltd
▪️Indian Hotels Co Ltd
▪️Tata Communications Ltd
▪️Tata Elxsi Ltd
▪️Voltas Ltd
▪️Tata Chemicals Ltd
▪️Tata Motors-DVR
▪️Tata Teleservices (Maharashtra) Ltd
▪️Tejas Networks Ltd
▪️Tata Investment Corporation Ltd
▪️Tata Coffee Ltd
▪️Rallis India Ltd
▪️Tinplate Company of India Ltd
▪️Tata Steel Long Products Ltd
▪️Tata Metaliks Ltd
▪️NELCO Ltd
▪️Oriental Hotels Ltd
▪️Automobile Corporation Of Goa Ltd
▪️Benares Hotels Ltd
▪️Automotive Stampings & Assemblies Ltd
▪️TRF Ltd
▪️Tayo Rolls Ltd

𝐌𝐮𝐤𝐞𝐬𝐡 𝐀𝐦𝐛𝐚𝐧𝐢 𝐆𝐫𝐨𝐮𝐩 - 𝟏𝟖,𝟔𝟎,𝟔𝟖𝟑 𝐂𝐫

Total Number of companies = 11

▪️Reliance Industries Ltd
▪️Jio Financial Services Ltd
▪️Alok Industries Ltd
▪️TV18 Broadcast Ltd
▪️Network 18 Media & Investments Ltd
▪️Sterling & Wilson Renewable Energy Ltd
▪️Just Dial Ltd
▪️Hathway Cable & Datacom Ltd
▪️Den Networks Ltd
▪️Reliance Industrial Infrastructure Ltd
▪️Hathway Bhawani Cabletel & Datacom Ltd

𝐇𝐃𝐅𝐂 𝐆𝐫𝐨𝐮𝐩 - 𝟏𝟒,𝟓𝟓,𝟕𝟕𝟕 𝐂𝐫

Total Number of companies = 3

▪️HDFC Bank Ltd
▪️HDFC Life Insurance Company Ltd
▪️HDFC Asset Management Company Ltd

𝐀𝐝𝐚𝐧𝐢 𝐆𝐫𝐨𝐮𝐩 - 𝟏𝟏,𝟏𝟖,𝟔𝟕𝟖 𝐂𝐫

Total Number of companies = 11

▪️Adani Enterprises Ltd
▪️Adani Ports & Special Economic Zone Ltd
▪️Adani Green Energy Ltd
▪️Adani Power Ltd
▪️Adani Energy Solutions Ltd
▪️Ambuja Cements Ltd
▪️Adani Total Gas Ltd
▪️Adani Wilmar Ltd
▪️ACC Ltd
▪️Sanghi Industries Ltd
▪️New Delhi Television Ltd

𝐁𝐚𝐣𝐚𝐣 𝐆𝐫𝐨𝐮𝐩 - 𝟗,𝟓𝟓,𝟎𝟔𝟗 𝐂𝐫

Total Number of companies = 10

▪️Bajaj Finance Ltd
▪️Bajaj Finserv Ltd
▪️Bajaj Auto Ltd
▪️Bajaj Holdings & Investment Ltd
▪️Bajaj Electricals Ltd
▪️Maharashtra Scooters Ltd
▪️Bajaj Hindusthan Sugar Ltd
▪️Bajaj Consumer Care Ltd
▪️Mukand Ltd
▪️Hercules Hoists Ltd

𝐈𝐂𝐈𝐂𝐈 𝐆𝐫𝐨𝐮𝐩 - 𝟖,𝟔𝟖,𝟗𝟒𝟕 𝐂𝐫

Total Number of companies = 4

▪️ICICI Bank Ltd
▪️ICICI Prudential Life Insurance Company Ltd
▪️ICICI Lombard General Insurance Company Ltd
▪️ICICI Securities Ltd

𝐋&𝐓 𝐆𝐫𝐨𝐮𝐩 - 𝟔,𝟓𝟒,𝟔𝟖𝟓 𝐂𝐫

Total Number of companies = 4

▪️Larsen & Toubro Ltd
▪️LTIMindtree Ltd
▪️L&T Technology Services Ltd
▪️L&T Finance Holdings Ltd

𝐀𝐝𝐢𝐭𝐡𝐲𝐚 𝐁𝐢𝐫𝐥𝐚 𝐆𝐫𝐨𝐮𝐩 - 𝟔,𝟐𝟎,𝟓𝟒𝟒 𝐂𝐫

🏷Total Number of companies = 7

▪️UltraTech Cement Ltd
▪️Grasim Industries Ltd
▪️Hindalco Industries Ltd
▪️Vodafone Idea Ltd
▪️Aditya Birla Capital Ltd
▪️Aditya Birla Fashion & Retail Ltd
▪️Aditya Birla Money Ltd

𝐎 𝐏 𝐉𝐢𝐧𝐝𝐚𝐥 𝐆𝐫𝐨𝐮𝐩 - 𝟑,𝟗𝟗,𝟗𝟏𝟐 𝐂𝐫

Total Number of companies = 11

▪️JSW Steel Ltd
▪️Jindal Steel & Power Ltd
▪️JSW Energy Ltd
▪️Jindal Stainless Ltd
▪️Jindal Saw Ltd
▪️JSW Holdings Ltd
▪️Nalwa Sons Investments Ltd
▪️JITF Infra Logistics Ltd
▪️Shalimar Paints Ltd
▪️Shiva Cement Ltd
▪️Hexa Tradex Ltd

𝐌𝐚𝐡𝐢𝐧𝐝𝐫𝐚 𝐆𝐫𝐨𝐮𝐩 - 𝟑,𝟖𝟓,𝟗𝟗𝟎 𝐂𝐫

Total Number of companies = 8

▪️Mahindra & Mahindra Ltd
▪️Tech Mahindra Ltd
▪️Mahindra & Mahindra Financial Services Ltd
▪️Mahindra Lifespace Developers Ltd
▪️Mahindra Holidays & Resorts India Ltd
▪️Mahindra Logistics Ltd
▪️Swaraj Engines Ltd
▪️Mahindra EPC Irrigation Ltd

𝐌𝐮𝐫𝐮𝐠𝐚𝐩𝐩𝐚 𝐆𝐫𝐨𝐮𝐩 - 𝟐,𝟓𝟗,𝟐𝟔𝟓 𝐂𝐫

Total Number of companies = 8

▪️Cholamandalam Investment & Finance Company Ltd
▪️Tube Investments of India Ltd
▪️Coromandel International Ltd
▪️Carborundum Universal Ltd
▪️Cholamandalam Financial Holdings Ltd
▪️EID Parry (India) Ltd
▪️Shanthi Gears Ltd
▪️Wendt India Ltd

𝐕𝐞𝐝𝐚𝐧𝐭𝐚 𝐆𝐫𝐨𝐮𝐩 - 𝟐,𝟑𝟎,𝟑𝟓𝟎 𝐂𝐫

Total Number of companies = 3

▪️Hindustan Zinc Ltd
▪️Vedanta Ltd
▪️Sterlite Technologies Ltd👍🇮🇳

Telegram.me/AlliesFin

🤝

12/10/2023
BSE:-64(66408)
NSE:-17(19794)
MID:+98(32322)
SML:+228(38198)
FII|FPI:-1862Cr
DII:+1532Cr
B.Crude: 86
Gold$:1884=INR: 58223
Silver: 69892
$/Rs: 83.24
7.18 : 2033 G-Sec: 7.29
NSE PE: 22.39
t.me/AlliesFin

MAJOR ENTRIES & EXITS BY MF's IN SEPT
@AlliesFin

Major entries in stocks by MF
1. RRKABEL - AXIS MF , BOI MF , DSP , BIRLA SUN LIFE , EDELWEISS MF , PGIM , FRANKLIN , HSBC MF , HDFC MF , ICICI PRU , BANDHAN MF , KOTAK MF , MIRAE , NIPPON , MIRAE , TATA MF , ITI MF
2. L&T FIN HOLD - UTI MF , DSP , AXIS MF
3. JUPITER LIFE LINE - DSP , BIRLA SUN LIFE, AXIS MF , EDELWEISS, HDFC MF , ICICI PRU , KOTAK , MIRAE , MOTILAL MF , NIPPON , UTI MF , WHITEOAK
4. REC LTD - BOI MF , UNION MF , SAMCO MF
5. HDFC AMC - NJ MF , SAMCO MF
6. INDUS TOWER - 360 ONE *(BIG BUY)*
7. ZAGGLE - ICICI PRU , KOTAK MF , LIC MF
JSWINFRA - BARODA BNP , FRANKLIN , BIRLA, UTI MF , HDFC MF , ICICI PRU , LIC MF , NIPPON , SBI MF , SUNDARAM MF , TATA MF
8. SAMHI - BIRLA , EDELWEISS, ICICI PRU , SBI MF , TATA MF


Major Exits by MF's
1. MAZGAON DOCK - AXIS MF
2. HDFC AMC - DSP , FRANKLIN , LIC MF
3. JUBILANT INGREVEA - AXIS MF , BIRLA SUN LIFE, KOTAK MF
4. BANDHAN BANK - QUANT MF , BARODA BNP , PGIM
5. JIO - DSP , FRANKLIN , QUANTUM , 360 ONE , UTI MF

T.me/AlliesFin

@AlliesFin

US stocks ended mixed as 10 year jumped on red hot retail sales data. All the three majors started the day with deep cuts as strong retail sales added to the worries over rate hikes but stocks recovered lost ground towards the end of trade. Dow and S&P managed to close just near / above the flat line but Nasdaq saw a cut of 0.25%.

USD index traded lower near 106.20, 10 year rallied to two week highs near 4.83%, cboe vix closed up near 17.88.

Crude futures traded little changed as fears of demand destruction overshadowed the Middle East crisis, WTI traded near 86.60, Brent near 91.

Indian markets snapped three days of losses as investors turned their focus on ongoing results season. Sensex rose 262 points and Nifty topped 19800 on broad based buying across sectors.

Mixed global equity sentiments and progress of Q2 results season may dominate today's trade at Dalal Street. Worries over rising yields and crude prices may limit indices' rise but better Q2 show from Indian corporates (other than IT heavyweights) and strong local macros may help provide support to stocks at every pullback. Participants may continue to look at opportunities outside indices till global headwinds settle as individual stocks provide enough opportunities to stay in the game and outperform in the near term.

T.me/AlliesFin

@AlliesFin

Breakouts

“The breaking of a longer-term consolidation (stage one accumulation or stage three distribution) attracts players from multiple timeframes (both shorter term traders and longer-term investors) who attempt to establish new positions near the beginning of a fresh trend. The breaks of consolidation levels from longer-term timeframes tend to lead to sharp and sustained movement due to competition from different timeframe participants for liquidity.

When trend begins to develop on a longer-term (monthly or weekly) timeframe, view it as a signal that there will be numerous trading opportunities in coming weeks, months and even years. Once underway, the fresh trend will create alignment trade opportunities after short-term pullbacks. Entries after these pullbacks typically offer a low-risk way to participate in established trends. The larger the volume on a break of longer consolidation levels, the greater the odds of a new trend being able to sustain the move. Fundamental developments that accompany a break higher or lower also increase the odds of continued directional movement as more participants are attracted to the action.”

an extract from “TA using multiple timeframes”

by Brian Shannon

We have tested every system under the sun and amazingly, we have found one that actually works well. It is a very good system, but for obvious reasons, I can’t tell you much more about it. The basic premise of the system is that market move sharply, when they move. If there is a sudden range expansion in a market that has been trading narrowly, human nature is to try to fade that price move. When you get a range expansion, the market is sending you a very loud, clear signal that the market is getting ready to move in the direction of that expansion.”

Paul Tudor Jones II

- Ivanhoff Capital

T.me/AlliesFin

Fwded...

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

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

@AlliesFin

US markets closed lower after Alphabet results disappointed the street and 10 year rallied back near 5.00%. Dow fell 0.32%, S&P fell 1.43% to close below 4200 for the first time since May and Nasdaq fell 2.43%, registering its worst day since February 21.

USD index traded higher near 106.56, 10 year jumped back towards 4.96% and cboe vix closed near 20.19.

Crude prices reversed from opening losses as worries over Middle East crisis overshadowed gloomy economic outlook and US inventory count. WTI moved above 85, Brent above 90.

Indian stocks traded lower over continued worries on the Middle East crisis and rising yields in the US. Sensex lost 523 points, Nifty closed below 19150 as the markets failed to hold onto opening gains. Banking names along with IT stocks took indices lower as selling pressure intensified on the penultimate day before October expiry.

Global equity sentiments and rising yields may once again put some pressure on markets at open and October series expiry may add to stock specific volatility for the day. As indicated yesterday, participants may start building some positions at every decline (only manageable exposure) for a probable year-end rally starting the November series. For investors, the current fall in stock prices provides an excellent opportunity to rebalance portfolios towards winners of the next bull run.

T.me/AlliesFin

Mishra Dhatu: Net profit at Rs 14.0 cr vs Rs 34.0 cr, Revenue at Rs 228.0 cr vs Rs 182.0 cr (YoY) (Neutral)

GSFC: Net profit at Rs 309.0 cr vs Rs 285.0 cr, Revenue at Rs 3119.0 cr vs Rs 2487.0 cr (YoY) (Neutral)

Fiem: Net profit at Rs 43.5 cr vs Rs 41.0 cr, Revenue at Rs 509.0 cr vs Rs 525.0 cr (YoY) (Neutral)

SJS: Net profit at Rs 19.3 cr vs Rs 19.9 cr, Revenue at Rs 163.0 cr vs Rs 117.0 cr (YoY) (Neutral)

Eveready: Net profit at Rs 25.4 cr vs Rs 16.3 cr, Revenue at Rs 365.0 cr vs Rs 376.0 cr (YoY) (Neutral)

Lumax Ind: Net profit at Rs 26.0 cr vs Rs 33.0 cr, Revenue at Rs 643.0 cr vs Rs 620.0 cr (YoY) (Neutral)

Voltas: Company says management denies Bloomberg’s report of Tata mulling home appliance business sale (Neutral)

Inox Wind: Company approves raising funds via preferential shares. (Neutral)

Reliance Industries: Company looks to raise upto Rs 20,000 crore through secured, partly paid, redeemable NCDs: BQ Prime. (Neutral)

Stove Craft: Net profit down 42.9% at Rs 16.5 cr vs Rs 28.9 cr, Revenue down 6.5% at Rs 379.8 cr vs Rs 406.2 cr (YoY)

Greaves: Net loss of Rs 190.8 cr vs Rs 28.9 cr, Revenue up 4% at Rs 726.7 cr vs Rs 698.8 cr (YoY)

Visaka: Net loss of Rs 5.0 cr vs profit Rs 5.0 cr, Revenue at Rs 338 cr vs Rs 364.0 cr (YoY)
Vinati Org: Net profit down 27.4% at Rs 84.2 cr vs Rs 116 cr, Revenue down 20.9% at Rs 448.1 cr vs Rs 566.3 cr (YoY)

Zaggle: Net profit of Rs 7.5 cr vs Rs 9.6 cr, Revenue down at Rs 184.0 cr vs Rs 303.0 cr (YoY)

Idea Forge: Net profit of Rs 0.9 cr vs Rs 4.0 cr, Revenue down at Rs 23.0 cr vs Rs 40.0 cr (YoY)

Zee Learn: Net loss of Rs 18.3 cr vs Rs 0.2 cr, Revenue down at Rs 664.0 cr vs Rs 724.0 cr (YoY)

IndiGo: Company to have nearly 75 aircraft on ground by March 2024

"""In the stock market, a mistake can cost you a million but a lesson learned can bring back a billion.""

~ Mohnish Pabrai"
T.me/AlliesFin

@AlliesFin

Interesting story of Fevicol Man Of India

Peon to Multimillionaire!!

Meet the man who built Fevicol into a 12,000 CR business.

1. Balwant Parekh studied law but never wanted to practice it. However, living in Mumbai without a job was getting tough for him.

2. So, Balwant started working in a paper dyeing factory and then as a peon in a wood trader's office. Since he did not have a home, he used to sleep in a factory warehouse with his wife. Balwant had nothing but a big dream - He wanted to do business. 🙌

3. He started importing the product he knew the best - paper dyes from Western nations. Unfortunately, the business could not survive without money. Balwant was jobless once again.

4. Later, Balwant joined a German chemicals company - Fedco. But Fedco went out of business. Balwant was not going down again. He started Parekh Dychem Lite Industries( PD)Lite with his brother to sell chemical speciality products in India.

5. When P.D. Lite was looking for its first product, Balwant saw it like a hawk. Being a wood carpenter, he knew the adhesive used was not very strong. Moreover, it used Animal parts.

6. Balwant saw the massive gap and introduced the first "Vegetarian glue" into India, made 100% with synthetic resins. He decided to merge the name of his previous company - Fedco and Col, meaning Glue in German. Fevicol was born in 1959. 🚀

7. 80% of glue users were Carpenters. So, he directly approached and created a community called "Fevicol Champions Club". The community not only educated carpenters about the product but also created a network where they could learn, grow, and support each other.

8. With carpenters, Fevicol ate the market entirely. Within 20 years, Fevicol had taken up an unbelievable 70% market share. It served 1 of every 2nd carpenter in the country. 🤯

9. By 1993, PD Lite went to IPO on the Bombay Stock Exchange. Everything was going well, but Balwant was not happy. 🤔

10. He wanted Fevicol to be not just a tool for carpenters but for the masses. Fevicol launched the “Dum lagake haisha” ad in 1989, followed by the likes of “Fevicol ka mazboot jo hai, tootega nahi”. Fevicol became a monopoly with a staggering 90% market share. 🤯

11. To add to the flavour, Balwant even changed the Fevicol logo to two elephants joined by the unbreakable bond of Fevicol. Fevicol started coming in 30 gm tubes for customers and became a National symbol for unity and strength. ✅

12. By 2006, Fevicol was in 71 countries. Balwant also launched successful brands like M-Seal and Dr Fixit. As a result, Balwant's P.D Lite Industries became a 2000 CR + group.

➡️Today, Pidilite is a 12,000 CR + company. Starting as a peon, Balwant came 45th on Forbes Asia's Richest Indians.

Balwant is no more. But he will always be remembered as " The Fevciol Man of India." 🇮🇳

Weekend Read...
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Like 👍 Share 🌟 Support 🤝 each other.

Link to this post
https://telegram.me/AlliesFin/13845

📢 Upcoming Mainboard IPOs

@AlliesFin

RBZ Jewellers
Motions Jewellers
Doms Industries
Jana Small Finance Bank
FinCare MicroFinance
Muthoot MicroFinance
Happy Forging Ltd
Enviro infra engineers
Innova Captab
Gopal Snacks

Tentative
*IPO Allotment Date*
✍🏻
1) Tata Techno:- 28th November
2) Gandhar Oil:- 28th November
3) IREDA:- 25th November
4) Fed Bank fin:- 28th November
5) Flair writing:- 28th November

📊
*IPO Listing Date*

1) Tata Techno:- 30th November
2) Gandhar Oil:- 30th November
3) IREDA:- 29th November
4) Fed Bank fin:- 30th November
5) Flair writing:- 30th November

T.me/AlliesFin

Ireda allotment is out https://linkintime.co.in/mipo/ipoallotment.html

🤝

TCS Buyback Schedule Announced

t.me/AlliesFin

Retail Entitlement Ratio : 09 Shares against 55 Share (16.79%)

Buyback Dates : 01 - 07 December

Date of Receipt of Payment / Settlement of Bids : 10dec - 14dec

Acceptance expected near 40%.

TCS Buyback Update :

People getting mails about Buyback.
9 Share out of 55 Entitle for Buyback
8 share out of 53 Entitle for Buyback

First Understand Difference between Entitlement Ratio & Acceptance Ratio 👇

Entitlement is the Minimum Shares Company will Buyback (16%).

Acceptance Ratio you will get only when whole Buyback process will start. ( Nearby 20-30%).

So when you are bidding for buyback then apply all shares you bought before 24th November. Don't get confuse with Entitlement shares.

Bidding Process will start from 1st Dec to 7th Dec : Many Broker platform will show you bidding process, So bid in that & Bid for all shares you bought before 24th Nov.

@ALLIESFIN

BSE listed cos total market cap hits $4t

🇮🇳

T.ME/ALLIESFIN

*3 IPO LISTING ON 30th NOV 2023*

*Listing of Equity Shares of Gandhar Oil Refinery (India) Limited*



Bse Code 544029

Nse Symbol GANDHAR

ISIN INE717W01049

ISSUE PRICE - 169/-


*Listing of Equity Shares of Tata Technologies Limited*


Bse Code 544028

Nse Symbol TATATECH

ISIN INE142M01025

ISSUE PRICE - 500/-

*Listing of Equity Shares of Fedbank Financial Services Limited*


Bse Code 544027

Nse Symbol FEDFINA

ISIN INE007N01010

ISSUE PRICE - 140/-

T.me/AlliesFin

*Economic Calendar - 30.11.2023 :*

T.me/AlliesFin

*TENT : OPEC JMMC Meeting*

*TENT : Outcome of Indian State Elections’ Exit Polls*

*07:00 : CHINA Manufacturing PMI (Expected: 49.8 versus Previous: 49.5)*

*15:30 : EURO CPI Flash Estimate y/y (Expected: 2.7% versus Previous: 2.9%)*

*17:30 : INDIA GDP Growth Rate y/y (Expected: 6.8% versus Previous: 7.8%)*

*17:30 : INDIA Infrastructure Output y/y (Expected: 9.5% versus Previous: 8.1%)*

*19:00 : U.S. Core PCE Price Index m/m (Expected: 0.2% versus Previous: 0.3%)*

*19:00 : U.S. Unemployment Claims (Expected: 219k versus Previous: 209k)*

*19:00 : EURO ECB President Lagarde Speaks*

*20:30 : U.S. Pending Home Sales m/m (Expected: -1.9% versus Previous: 1.1%)*

*FORWARDED AS RECEIVED.....*

🇮🇳Bharat Daybook Stocks in News

T.me/AlliesFin

*Nykaa:* FootLocker to enter India in 2024 with license partners Metro Brands and Nykaa. (Positive)

*JSW Infra:* Subsidiary Masad Infra Services enters into a concessional agreement with Karnataka Maritime Board, Government of Karnataka (Positive)

*PCBL:* Company signs JV with Australian co Kinaltek, to own 51% of the shareholding in the JV (Positive)

*SBI Life:* Shareholders approve appointment of Amit Jhingran as MD & CEO. (Positive)

*Karur Vysya Bank:* The RBI has given its approval to SBI Mutual Fund for acquiring aggregate holding of up to 9.99 percent in the bank (Positive)

*Welspun Speciality:* Received orders for worth Rs 15.87 crore for supply of duplex drade seamless tubes. (Positive)

*UltraTech Cement:* Company acquires 0.54 MTPA cement grinding assets of Burnpur Cement for Rs 169.8 cr (Neutral)

*LIC:* Company launches Jeevan Utsav guaranteed return product (Neutral)

*Satin Credit:* Board meet today to consider fund raising proposal via NCDs (Neutral)

*Peninsula:* Board meet today to consider fund raising proposal via NCDs/ Equity/ Warrants (Neutral)

*Vascon:* Board meet today to consider fund raising proposal via QIP/ Preferential issue (Neutral)

*SIS:* Board meet today to consider Buy back proposal (Neutral)

*REC:* Board meet today to consider borrowing programme for FY24 (Neutral)

*Jyoti Structure:* Board meet today to consider right issue of shares (Neutral)

*Kesoram:* Board meet today to consider repayment of NCDs (Neutral)

*Orchid Pharma:* Promoter Dhanuka Laboratories sold 13 lakh equity shares (Neutral)

*Texrail:* SOCIETE GENERALE sold 22 lakh shares at Rs 140/Sh. (Neutral)

*Jupiter Wagons:* Company launched Rs 500 crore QIP, floor price set at Rs 315. (Neutral)

*GNFC:* Share buyback programme will open on 1 December (Neutral)

*Man Infraconstruction:* Board approves fund raising up to Rs 550 crore via preferential issue (Neutral)

*Zomato:* Alipay Singapore Holding Pte Ltd exited the food delivery giant by selling its entire shareholding of 3.44 percent (Neutral)

*Bank of Baroda:* Bank will float 10-year bonds worth ₹5,000 crore on 30 November. (Neutral)

*Thomas Cook:* OFS on Nov 30 & December 1, 2023. Floor price fixed at Rs 125/Sh versus close Rs 158.4/Share.

INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 01-12-2023 :

T.me/AlliesFin

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

*TOTAL NET SELL : -7285* 😭😭

*INDEX FUT. : +702*

*INDEX OPT. : -12151*

*STOCK FUT. : +4682*

*STOCK OPT. : -519*

*SEC. IN F&O BAN FOR, 04-DEC-23*

*1. DELTACORP*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 01-DEC-2023 :*

*FIIS : BUY +1,589 (10,522-8,933)* 😃

*DIIS : BUY +1,448 (11,173-9,725)* 😃

*BSE SENSEX : +493 (67,481)🔼*

*NSE NIFTY : +135 (20,268)*🔼

*BSE MIDCAP. : +330 (34,586)*🔼

*BSE SMLCAP. : +194 (40,566)*🔼

*B. CRUDE : $ 80.92* 🔽 😃

*GOLD: $ 2,043=INR 64,100(10gr)*🔽 ☺️

*SILVER : RS. 79,800 (kg)(5pm)*🔼🙂

*FOREX : RS. $ 83.29 🔼 🙂*

*7.26%GOI '33: 7.3366%(99.48)🔼☺️*

*7.18%NEW '33: 7.2899%(99.23)🔼☺️*

*7.18%GOI '37: 7.4254% (97.9050)🔼☺️*

@AlliesFin

Current situation:

1. Stocks are up like we're in a bull market

2. Gold is up like we're heading into a recession

3. Oil prices are up like the recession got cancelled

4. Bonds are up like inflation is back below 2%

5. Home prices are up like inflation is still at 10%

Everything is up for the right\wrong reasons ?

For updates
T.me/AlliesFin

@AlliesFin

BJP

SEATS WON

MADHYAPRADESH: 163
RAJASTHAN : 115
CHHATTISGARH: 54
TELANGANA: 8

TOTAL : 340 seats

NIFTY UP : 340 POINTS

#Nifty #electionresults2023

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CO INCIDENCE ?

Jai Ho OPERATORS / PUNTERS / MARKET MAKERS 😍

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GS || PLI Tracker: Latest progress update shows delays and shortfalls

As a push for the “#MakeinIndia” (#MII) initiative, the Government of #India proposed Production Linked Incentive (PLI) schemes for 14 sectors during FY21, at a proposed incentive outlay of $33bn (or Rs2,640bn) over the next 5-6 years (equivalent to 1.4% ofFY22 government expenditure).

The government estimates that this boost to capex around the country under the PLI program has the potential to create ~1.5mn direct and~5mn indirect jobs — implying ~6% incremental manufacturing jobs and 1.2% incremental jobs in the entire economy.

We conducted a deep-dive analysis on each #PLI in a series of 3 reports earlier this year where we concluded that if fully implemented, PLI schemes’ direct impact on the trade deficit (~6% lower), incremental revenue (US$455bn), incremental capex (US$58bn, 21% of #BSE500 private #capex), and annual credit (US$23bn, 6% higher industrial credit) could be meaningful — with upside from ‘second order’ impact from component ecosystem capex, infrastructure build, and higher employment.

Above are the latest updates of the PLI scheme and ‘Make in India’ initiative.

Comment : Post Elections Things may Rework and catch up again.
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