Associate Editor, @CNBC_Awaaz. RA Podar & NMIMS Alumni. Views are personal. Retweets/Tweets are neither endorsement nor stock buy/sell recommendations.
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Govt ends Windfall tax on Crude Oil @CNBC_Awaaz #windfalltax #crudeoil #ONGC #OilIndia
J.P. Morgan Initiate on KPIT at UW with a Rs520 PT (44% potential downside) driven by lower structural margins, risks from single vertical and high client concentration, and excessive valuations.
KPIT Tech shares down 16% after JP Morgan UW report JP Morgan gave target of Rs 520 on KPIT, implying 40% downside Reasons for Underweight EBIT Margins structurally lower vs peers No portfolio diversification vs peers High client concentration Valuations at 50x fwd P/E rich
Gas stocks continue falling, IGL + MGL down over 5%
Setback for Crude Oil Consumers like India #Oil Up until December 2023, OPEC and Russia will jointly reduce oil production by more than 1.6 mn bpd RUS: 500,000 KSA: 500,000 IRQ: 211,000 UAE: 144,000 KWT: 128,000 KZT: 78,000 Oman: 40,000 ——————— Total: 1,601,000
Gujarat Gas likely to be impacted since Ceramic Belt in Morbi Gujarat will likely shift back to Propane since its cheaper than gas: Ceramic Cos
NOTE: GRSE Order value is along with Goa Shipyard. Also refer to exchange announcements with above orders
BIG DEFENCE ORDERS GIVEN BY INDIAN GOVT @narendramodi Bharat Dynamics Rs 8160 cr GRSE Rs 9781 cr Cochin Shipyard Rs 9805 cr Bharat Electronics Rs 5090 cr #MakeInIndia #atmanirbharbharat
Today there will be Nifty Bank, CPSE ETF and Nifty Next 50 Rebalancing in last 30 mins of trade Keep this list handy by @Nuvama_Wealth
Mphasis, Bandhan Bank, Biocon shares are at multi year lows.. Tomorrow they will get deleted from the Nifty Next 50 index, more details 👇
Year to date loss for Indiabulls Group stocks Ibull Real Estate -41.4% Dhani -40% Ibulls Housing -39% #Stocks #Market #NIfty #BSESmallCapIndex
MS On Phoenix Mills Initiate With Overweight Call, Target At `1,700 Has A Portfolio Of Well-located, Mixed-use Destination Malls Co Is Set To Benefit From India's Consumption Growth Plans Doubling Rental Portfolio Over Next 3-4 Yrs Expansion Drive FY24-25 EBITDA CAGR of 27%
BofA Downgrades M&M target cut to Rs 1320 from Rs 1500 Downgrade on uncertain tractor outlook, earnings cut in Autos Shares will go through a period of consolidation after a steep rally last year Believe street is overestimating the earnings scale up in UV business
Promoters of SecureKloud erstwhile 8k Miles Arrested by ED on charges of Money Laundering @CNBC_Awaaz
Amendments made to section 98 which is regarding STT rates on F&O trading etc Below is a screenshot of old rates as per income tax website which are set to go up after Govt Amendment in Finance Bill 2023 which was passed in Lok Sabha Today #STT #OPTIONS #FUTURES #NIFTY
This could slow down new flows into debt schemes Debt schemes AUM (ex liquid) is around INR 8lakh crs ie 20% of total industry AUM HDFC AMC revenue contribution from debt funds (ex liquid) is around 13-14%, while that for Birla AMC it is ~20%
HAL at Days high !! Understand what does OFS mean for MSCI Inclusion in the video below #Awaaz #Stocks #HAL
Likely ban on epharmacies will mean possible Advantage to companies like Apollo Hospitals who run Brick and Motar Pharmacies (Apollo Pharmacy) and are also looking to monetise them ahead !
OFS Alert : HAL Govt fixes HAL OFS floor price at Rs 2450 per share #HindustanAeronautics
Associate Editor, @CNBC_Awaaz. RA Podar & NMIMS Alumni. Views are personal. Retweets/Tweets are neither endorsement nor stock buy/sell recommendations.
Followers: 134,758
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