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*SEC. IN F&O BAN FOR T 17-JAN-2025 :*

*1. AARTIIND 2. ABFRL 3. ANGELONE 4. BANDHANBNK 5. HINDCOPPER 6. KALYANKJIL 7. LTF 8. MANAPPURAM 9. RBLBANK*

*ADDITION : NIL*
*DELETION : NIL*


✍️Equity Segment Flow: January 16.


🔸SpiceJet to pay Team France 01 SAS a sum of USD 2.67 million within a week.

🔸Startups Budget Wishlist: ESOP taxation still an issue, looking forward to a solution.


⚡️Quick-commerce users prefer BigBasket when it comes to return and refund policies, SwiggyInstamart and Blinkit are next.

⚡️Delivered healthy core operating performance, says AxisBank's MD & CEO Amitabh Chaudhry.


Downers:
Largecap and midcap losers today include Oracle Financial Services Software Ltd. (10,189.85, -3.4%), Trent Ltd. (6,211.55, -2.8%) and Dr. Reddy's Laboratories Ltd. (1,302.75, -2.6%).

Movers and Shakers
24 stocks in BSE 500 are trading on high volumes today.

Top high volume gainers on BSE included Ircon International Ltd. (220.41, 16%), Jupiter Wagons Ltd. (494.75, 14.2%) and Gujarat Mineral Development Corporation Ltd. (326.90, 11.7%).

Top high volume losers on BSE were Oracle Financial Services Software Ltd. (10,189.85, -3.4%), Ceat Ltd. (3,044, -0.4%) and Endurance Technologies Ltd. (2,070, -0.3%).

L&T Technology Services Ltd. (5,244.40, 8.1%) was trading at 8.3 times of weekly average. HDFC Life Insurance Company Ltd. (641.40, 7.9%) and Punjab & Sind Bank (49.48, 6.9%) were trading with volumes 8.1 and 8.0 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages
1 stock took off, crossing 52 week highs, while 4 stocks tanked below their 52 week lows.

Stock touching their year highs included - Biocon Ltd. (393.15, 2.9%).

Stocks making new 52 weeks lows included - Asian Paints Ltd. (2,215.60, -0.6%) and Relaxo Footwears Ltd. (579.10, 0.4%).

21 stocks climbed above their 200 day SMA including L&T Technology Services Ltd. (5,244.40, 8.1%) and HDFC Life Insurance Company Ltd. (641.40, 7.9%). 8 stocks slipped below their 200 SMA including Oracle Financial Services Software Ltd. (10,189.85, -3.4%) and Kalyan Jewellers India Ltd. (539.20, -2.9%).

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Nazara Technologies rises sharply as its board of directors schedules a meeting on January 20 to consider and approve raising funds through a preferential issue of shares.

Punjab & Sind Bank is surging as its net profit grows 146.7% YoY to Rs 282 crore in Q3FY25, helped by lower employee benefits expenses. Revenue increases by 14.6% YoY to Rs 3,269.4 crore, led by improvements in the treasury and corporate banking segments. The bank's asset quality improves as its gross and net NPAs decline by 187 bps YoY and 55 bps YoY, respectively.

Gensol Engineering rises sharply as it partners with Refex Green Mobility (Refex eVeelz) to transfer 2,997 electric four-wheelers valued at Rs 315 crore. Refex eVeelz will integrate these into fleet operations and lease them to Blu-Smart Mobility.

According to a poll of analysts, the weakening Indian rupee could drive up inflation due to more expensive imports. They anticipate the Reserve Bank of India will make policy adjustments at its February meeting, though many now expect the rate cuts to be delayed until April-June. Since Trump's victory, the rupee has depreciated by about 3% against the rising US dollar in just over two months, marking a sharp shift from nearly two years of relative stability and low volatility.GAIL (India) is rising as it enters a settlement agreement with SEFE Marketing & Trading Singapore worth $285 million (~ Rs 2464.4 crore). As per the agreement, the companies will withdraw the arbitration proceedings before the London Court of Arbitration.

Azad Engineering is surging as it bags an order worth $112 million (~ Rs 960 crore) from GE Vernova International, USA, to supply airfoils for advanced gas turbine engines.

Ceat falls sharply as its Q3FY25 net profit drops 46.5% YoY to Rs 97.1 crore due to higher raw material costs and other expenses. However, revenue increases 11.4% YoY to Rs 3,299.9 crore, surpassing the Forecaster estimates by 1%. It appears in a screener of stocks with improving book value over the past two years.

UBS upgrades Indus Towers to a 'Buy' rating with a target price of Rs 425. The brokerage notes the company is steadily adding towers to support Airtel's rural expansion. It adds that Vodafone Idea is paying Rs 800-1000 crore in dues per quarter and expects potential upside as VI increases tower uptake, improving the tenancy ratioOracle Financial Services Software falls sharply as its Q3FY25 net profit declines 6.3% QoQ to Rs 541.3 crore due to higher employee benefits, travel, and professional expenses. However, revenue grows 0.4% QoQ to Rs 1,784.9 crore, helped by an improvement in the product licenses and related activities segment. It shows up in a screener of stocks with growing costs YoY for long-term projects.

Rail Vikas Nigam rises sharply as it receives a Rs 3,622.1 crore contract from Bharat Sanchar Nigam (BSNL) for BharatNet's middle-mile network. The project is under a design-build-operate-maintain (DBOM) model and involves a three-year construction phase and 10-year maintenance.

AXISCADES Technologies is rising as its board of directors appoints Alfonso Martinez as the Chief Executive Officer (CEO) and Managing Director (MD), effective January 20.

L&T Technology Services surges as its net profit grows 0.9% QoQ to Rs 322.4 crore in Q3FY25. Revenue increases 3.1% QoQ to Rs 2,653 crore, driven by improvements in the sustainability and tech segments. It features in a screener of stocks with PEG lower than industry PEG.

The market opened on an upbeat note. Nifty 50 was trading at 23,335.75 (122.6, 0.5%), BSE Sensex was trading at 77,158.33 (434.3, 0.6%) while the broader Nifty 500 was trading at 21,756.15 (205.0, 1.0%).

Market breadth is surging up. Of the 1,939 stocks traded today, 1,737 were gainers and 178 were losers.

Riding High:
Largecap and midcap gainers today include Rail Vikas Nigam Ltd. (411.15, 10.6%), L&T Technology Services Ltd. (5,244.40, 8.1%) and IDBI Bank Ltd. (79.63, 7.9%).


Sterling & Wilson Renewable Energy surges as it posts a net profit of Rs 14.8 crore in Q3FY25 compared to a net loss of Rs 63.8 crore in Q3FY24, helped by lower employee benefits and finance costs. Revenue grows 3x YoY to Rs 1,842.7 crore, driven by improvements in the engineering, procurement & construction (EPC) and operation & maintenance service segments. It features in a screener of stocks with decreasing promoter pledges.

DB Corp is falling as its net profit declines 4.7% YoY to Rs 118.2 crore in Q3FY25. Revenue falls 1.4% YoY to Rs 655.6 crore, impacted by the printing, publishing and allied businesses. It shows up in a screener of stocks with weakening technicals and share price decline.

Gland Pharma receives an establishment inspection report (EIR) from the US FDA following a good manufacturing practices (GMP) inspection at its Dundigal facility in Hyderabad in July 2024, marking the closure of the inspection.

Ashwani Kumar, Managing Director & CEO of UCO Bank, states the bank has received approval from the Government of India to raise Rs 2,000 crore through a QIP, which will result in a 3% reduction in the government’s stake. He adds that the bank aims to achieve a 75% credit-deposit (CD) ratio, a target in line with their previous guidance.

Indian Railway Finance Corp rises sharply after signing a Rs 250 crore lease agreement with NTPC to finance eight bogie open bottom rapid (BOBR) rakes. This marks the first phase of funding for 20 rakes under the General Purpose Wagon Investment Scheme (GPWIS).

Bharat Dynamics rises sharply as it bags an order worth Rs 2,960 crore from the Ministry of Defence (MoD) to supply medium-range surface-to-air missiles (MRSAM) for the Indian Navy.

EMS is rising sharply as it bags an order worth Rs 105.1 crore from Deltabulk Shipping India to develop, operate, and maintain the Multimodal Logistics Park (MMLP) in Nagpur on a design, build, finance, operate, and transfer (DBFOT) basis.

Rubicon Research, a leading player in the pharma sector, plans to raise Rs 500 crore through an initial public offering (IPO) to support inorganic growth, strategic initiatives, and loan repayment. The company recently acquired Alkem Laboratories' Pithampur (Madhya Pradesh) facility for Rs 149 crore through a slump sale.


⚡️⚡️Market closes higher, HDFC Life's net profit grows 14.6% YoY to Rs 421.3 crore in Q3

Nifty 50 closed at 23,311.80 (98.6, 0.4%) , BSE Sensex closed at 77,042.82 (318.7, 0.4%) while the broader Nifty 500 closed at 21,714.55 (163.4, 0.8%). Market breadth is overwhelmingly positive. Of the 2,393 stocks traded today, 1,749 were in the positive territory and 609 were negative.

Indian indices closed higher, with the benchmark Nifty 50 index closing at 23,311.8 points. The Indian volatility index, Nifty VIX, rose 1.3% and closed at 15.5 points. Bharat Dynamics closed sharply higher as it bagged an order worth Rs 2,960 crore from the Ministry of Defence to supply medium-range surface-to-air missiles for the Indian Navy.

Nifty Smallcap 100 and Nifty Midcap 100 closed in the green. Nifty Metal and Nifty PSU Bank closed higher. According to Trendlyne’s sector dashboard, Transportation emerged as the best-performing sector of the day, with a rise of 2.3%.

European indices are trading higher, except for Spain’s IBEX 35 and Germany’s DAX. Major Asian indices closed mixed. US index futures are trading mixed, indicating a cautious start to the trading session. Bank of America, Morgan Stanley, U.S. Bancorp, and UnitedHealth Group are set to report their earnings later today.

L&T Technology Services sees a long buildup in its January 30 futures series, with open interest increasing by 23.8% and a put-call ratio of 0.7.

Mastek's revenue rises 10.9% YoY to Rs 869.5 crore in Q3FY25, driven by improvements in the UK & Europe and North Americas operations. Net profit grows 25.8% YoY to Rs 94.7 crore during the quarter. It features in a screener of stocks with increasing net profit and profit margin (QoQ).

Alok Industries is falling as its net loss expands by 18.7% YoY to Rs 273 crore in Q3FY25 due to higher finance and power & fuel costs. Revenue plunges 30.5% YoY to Rs 870.6 crore during the quarter. It shows up in a screener of stocks with low Piotroski scores.

HDFC Life Insurance surges as its net profit grows 14.6% YoY to Rs 421.3 crore in Q3FY25. However, revenue declines 36.5% YoY to Rs 16,979.3 crore, impacted by lower earnings from funds managed under the shareholders’ account. It shows up in a screener of stocks where mutual funds increased their holding in the past quarter.

Bernstein notes that 2024 was a strong year for internet companies, with the sector delivering over 50% returns. The brokerage expects this trend to continue in 2025. It has an 'Outperform' rating on Zomato, Swiggy, and Info Edge, with target prices of Rs 315, Rs 635, and Rs 8,630, respectively.


🔹RBI says TataSons continues to remain an upper layer NBFC.


SEBI has issued an interim order against Pacheli Industrial Finance and others.

🔸LTIMindtree's reports 13% fall in net profit to Rs 1,087 crore.


🔹"Large deal pipeline has become stronger, aided guidance hike," say Infosys Management.

🔹Infosys Q3: Revenues in CC terms grew by 6.1% YoY and 1.7% QoQ


✴️AXIS BANK: Q3 SL NET PROFIT 63.04B RUPEES VS 60.71B (YOY); EST 62.84B Q3 INTEREST EARNED 309.5B RUPEES VS 279.6B (YOY) Q3 GNPA 1.46% VS 1.44% (QOQ) Q3 NNPA 0.35% VS 0.34% (QOQ) Q3 PROVISIONS AT 21.56B RUPEES VS 22.04B (QOQ)


📊Nifty advances for 3rd session; HDFC Life, BEL lead
Here's how the market panned out today!


👉JPMorgan considers the risk of rupee depreciation low in these Adani companies.


🎉GMRAirports has 5.52 million shares traded in a block.


✍️Cabinet has given approval to 8th pay commission.


Репост из: Mentorship By Sridhar
Stocks are looking good level- MCX📍BHEL📍BEL📍BANKBARODA📍SRF📍SBILIFE -
Stock view DLF CMP 740-743 Strong support @730 if close below on daily or weekly level can see further weakness towards 700-650-600 Above 750 positive can move to 800-850


FM likely to mention 100% FDI in insurance sector in Budget 2025, sources tell anuragshah


DB Corp Q3: Cons PAT down 4.7% YoY, revenue declines 0.3%

⭐️Q3FY25 HDFC Life reports 12% APE and 9% VNB growth YoY, with VNB margins improving to 26% (+150 bps QoQ); brokerages stay mixed.


NCLAT to decide on Meta’s stay application on January 23.

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