Posts

S&P Global India July manufacturing PMI at 57.7 vs 57.8 in June

L&T Construction awarded Rs 2,500 to 5,000 cr multiple orders for its Heavy Civil Infrastructure Business

Jefferies downgraded GAIL India to underperform with a target price of Rs 105. The June quarter was a weak print with misses in transmission and Petchem compensated by a beat in trading. Elevated gas costs should cap Ebitda growth in transmission. Petrochemicals and LPG will drag on weak pricing. The risk-to-reward ratio is unfavorable.

EARNINGS IMPACT | Power Grid on Monday reported a 5% YoY fall in consolidated net profit to Rs 3,597 crore in the first quarter. It was Rs 3,801 crore in the year-ago period. The company's Board has also recommended issue of bonus shares in the ratio of 1:3. This means, for every three shares investors hold, they will get one additional share.

The resilience of the mother market US, where the rally is spreading to the broader market, is supporting global markets. But the rally is stretching valuations beyond comfort levels. Sensex is now trading at 25 times trailing one-year earnings. It is important to note that the rally is driven by PE expansion, not commensurate earnings growth. The FY 24 Q1 earnings growth is muted except in banking and refineries. Results indicate that rural demand is yet to pick up in a meaningful manner.Even though Indian economy is in a sweet spot and it makes sense to remain invested, investors should be cautious in their fresh investment, particularly in chasing low grade small-caps.

July Auto Sales | Bajaj Auto: 3.19 lk units vs ET NOW poll 3.40 lk units

Brookfield signs MoU with Reliance Industries for onshore renewable power and decarbonization equipment manufacturing in Australia.

Rupee falls 3 paise to 82.32 against US dollar in early trade.

Sensex Live: Opening Bell: Sensex starts on positive note, Nifty holds 19,750; Suzlon jumps 5%, Power Grid drops 4%

Pre-open session: Sensex rises 5 points; Nifty above 19,780

Markets may start with steady gains in early Tuesday trades as gains in the overnight US markets and positive trend in other Asian indices is likely to aid sentiment. The 2-biggest positive catalyst fuelling optimism are Chinese stimulus signals and higher probability of a soft landing of the US economy. Auto stocks will be in radar as July sales numbers will be announced today, while investors will also eye the Manufacturing PMI data for July to be released later in the day. Technically, the confirmation of strength can only be seen if Nifty closes above the 19887 mark. On the other hand, Bank Nifty’s biggest inter week hurdle is seen at 46370 mark.

Stock Markets Live Updates: Quarterly earnings today

Markets Live Updates: GIFT Nifty (Earlier SGX Nifty) signals a muted start

Tech View: Call writers run for cover as Nifty ends above 19,750

Share Markets Live Updates: Tokyo shares open higher after US gains

Wall Street finishes strong month on upbeat company earnings

Rupee falls 11 paise against US dollar

Share Markets Live Updates: Oil holds near three-month high on signs supply is tightening

Sensex, Nifty on Monday

Indian indices have resumed their rally, following the global market trend, as cooling inflation across the globe gave hopes of an end to the policy tightening era. The latest positive development was the Eurozone's inflation slowing for the third consecutive month in July, coming in at 5.3%, in line with market predictions. Moreover, the euro zone economy grew by 0.3% during the June quarter, according to preliminary estimates, slightly surpassing market expectations.

Rupee falls 7 paise to close at 82.25 (provisional) against US dollar.

Closing Bell: Sensex resumes rally after 2-day break, gains 367 pts; Nifty above 19,750; NTPC jumps 4%, TechM 3%

Karnataka Bank to consider capital augmentation by way of Basel III compliant debt instruments

Adani Energy Q1 Results: Profit falls 6% YoY to Rs 175 crore; revenue rises 17%

UPL Q1 Results: PAT at Rs 102 cr vs ET NOW poll of Rs 463 cr; Revenue at Rs 8,963 cr vs ET NOW poll of Rs 10,429 cr

BLOCK DEAL IN NHPC: 2.26 crore shares traded; stock jumps 2%

BLOCK DEAL IN ERIS: 19.5 lk shares change hands; stock up 2%

Adani Green Q1 Results

Bharat Forge acquires 26% stake in Ratnakar Energy Private by J S Auto Cast Foundry India Private Limited; stock jumps over 3%

Go Fashion Q1 Results: PAT at Rs 26.28 crore vs Rs 24.44 crore YoY

Bharti Airtel prepays Rs 8024 crore to clear high cost deferred liabilities for spectrum acquired in 2015

European stock markets steady at open

Chothani Foods approved issue of upto 5 million fully convertible warrants.

Infobeans Technologies Q1 profit falls to Rs 3.46 crore vs Rs 11.63 crore a year ago

Tokyo shares advance on weak yen, US gains

Laxmi Organic Industries approves capital expenditure of Rs 710 crore for setting up new manufacturing site at Dahej

Goldman upgrades oil demand outlook as market tempers growth pessimism

SBFC Finance sets IPO price band at Rs 54-57/share

Dhabriya Polywood receives work order worth Rs 9.93 crore from DLF Group.

Shares of NTPC on Monday climbed 3% to reach its 52-week high level after the company posted over 23 per cent rise in consolidated net profit in the April-June quarter of 2023-24. The stock jumped 3 per cent to hit its 52-week high of Rs 216.45 on the BSE.

Natural gas distributor GAIL rose to a near five-year high after UBS double-upgraded the stock to "buy" from "sell", citing revenue gains due to revision in tariffs.

Reserve Bank of India wants Kotak Mahindra Bank to pick an outsider as next chief executive (Source: Bloomberg)

Jhunjhunwala-backed Concord Biotech sets IPO price band at Rs 705-741

Power Mech Projects bags a Mine Development & Operation Project worth Rs 30,438 crore from Steel Authority of India; stock surges 11%

Gland Pharma shares opened nearly 8% higher after the US drug regulator concluded an inspection at the comapny's Visakhapatnam facility with zero 483 observations

Market View | Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services

Pre-open session: Sensex down 5 points; Nifty below 19,665

JUST IN | Power Mech Projects wins Rs 30,438 cr mine project from SAIL

Jana Small Finance Bank resubmits documents for $70 million IPO

“Markets may start on a flat note in Monday trades amid sluggishness in the Gift Nifty index, but an uptick in other Asian indices could revive the sentiment in later trades. The market is already in an overbought zone and hence the preferred theme could be consolidation in the near term. Also, the ongoing corporate earnings have been a mixed bag, indicating how the weak global economic macros and higher inflation levels are weighing on the companies. Traders may also exercise caution ahead of the next week's RBI credit policy, although expectations of a status quo on key rates are high. Technically, the positive takeaway, however, is that the Nifty is holding above its make-or-break support at 19561 mark.