
Asst Editor & Anchor @CNBCTV18Live, CFA, Infovore, Forever Curious, Yellow Lover, Sneakers, Fitness, Keyboardist, 40 under 40, ARR/SRT/Jobs=God, #FMCGisLife
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CHALET HOTELS Will fund 133 Cr acquisition of Dukes, Khandala through internal accruals Expect to invest further 50 Cr for room addition and up-gradation Will generate >20% IRR on this investment Will take the Dukes property to 12-15k ARR
SONATA SOFTWARE $160m order from US Consumer Co This is a net new order for Co, not a renewal Revenue recognition will start in April itself Will recognize ~$4m/Qtr revenue from this for 10 years
SBI Chairman Dinesh Khara says, loan growth will sustain around 16-17% Speaks on the possibility of SBI General Insurance listing plan #SBI #StockMarket
GREENLAM IND Danis still hold 7.5% stake in Co after the large trade Promoter did not buy any shares in the block deal New plants will add to revenue by 1700-1800cr over 2-3 yrs Expansion plan on as per schedule Debt to peak at 750-800cr by Q4FY24
CUES FOR TODAY FIIs buy 1015 Cr in Index Futures Nifty Range- Support: 17000-17050 Resistance: 17200-17250
CUES FOR TODAY - Wall St Volatile, Dow +75 Pts, -400 Pts from high - Nasdaq +1% as rate hike cycle nears end - SGX Nifty -40 Pts, start at support zone of 17000-50 - FIIs buy 1015 Cr in Index Fut, Longs at 11% vs 7.5% - Resistance near 17200 - Nifty Bank below 200 DMA of 39717
ARVIND SMARTSPACES Will launch a project in the next 7 days Committed to 800-1000 Cr land acquisition even as costs increase Current inventory at 17m sq ft, in the pipeline 8m sq ft. Current revenue potential at 3000-3500 Cr
F&O set up at mid-day 100 Pt recovery from lows on the Nifty Nifty Bank leads charge, at day’s high Call writers active at 17200, could there be a short covering burst by day-end? #StockMarket
TILAKNAGAR IND Currently have debt of 180-190cr Expect to be near debt free in next 18 months FY23 Volumes seen at 9.5-10m cases Volume growth to be in upper teens next year, >1300 Cr revenue Will look at diversifying beyond Brandy in 3-5 years
CUES FOR TODAY US indices fall 1.6% after Fed chair speech Fed increases rates by 25 Bps, suggests nearing end of rate hikes SGX Nifty -50 Pts, nothing worrisome FII longs drop further to 7.5%, lowest ever Options expiry today, FIIs sell 18k Puts Nifty range at 17000-17300
F&O set up at mid-day Nifty in a tight 100 Pt range, so far Nifty bank holds 200 DMA of 39672 Call writers active 17200, Put Writers at 17100 Broader range seems to have moved higher to 17000-17300 from 16850-17150
Emami +5% in trade today!
Emami +6% BM to consider buyback on Mar 24th #FMCGisLife #Emami
CUES FOR TODAY US & EU Indices close 1-1.8% higher as nerves settle FOMC outcome key to watch, +25 bps expected, commentary crucial SGX Nifty flat after 120 Pt gain on Nifty y'day FII Longs just 8.4%, but they sell 82500 Puts 17000 Put most active, support at lower levels
CUES FOR TODAY SGX Nifty +70 Pts, Nifty +160 Pts from low yesterday Relief rally in US, Dow Fut +0.25% after 1.2% jump in Dow Crude inches higher to $73 FIIs sell 1996 Cr in Index Futures, Add 21k shorts FII Longs at 8.5% now, Shorts 91.5% FII sell 92k Calls vs 25k Puts
GODAWARI POWER Promoters will participate in the buyback 50% of the buyback reserved for retail investors Pellet prices above 10500, higher than Q3 levels Will maintain margins around 18-20% Imp to track the overburden dump at iron ore mine
…and CANFIN HOMES added to this list as well. Appointed Suresh Srinivasan as MD & CEO, he’s a former Bandhan Bk housing finance head. Multiple management changes have been announced in recent times, here’s the list.
CUES FOR TODAY Nifty +115 Pts on Friday, SGX Nifty -105 Pts today US & EU Indices fell 1-1.5% on Friday US Fut higher as UBS buys Credit Suisse for $3.2Bn FOMC meet this week FIIs sell 1.16 Lk Puts vs 0.43 lk Calls Will the dips be bought? Is 16850 the near term bottom?
V MART Retail People who have been pinched by inflation are gradually returning to stores May see similar growth in Q4 as Q3 @vmartretail #FMCGisLife #StockMarket
F&O update at mid-day Nifty falls from highs, Nifty bank falls more!

Asst Editor & Anchor @CNBCTV18Live, CFA, Infovore, Forever Curious, Yellow Lover, Sneakers, Fitness, Keyboardist, 40 under 40, ARR/SRT/Jobs=God, #FMCGisLife
Followers: 101,618