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Archivo de publicaciones
Morning Buzzer ( Cheapest Valuation)
Listed Before 1 Month
GLOTTIS Cmp 74
Test Resistance 85 / 90 / 99 Sl 65
Coming Days View
Morning Alert..
*Tariff impact: Gems & jewellery shipments to US hardest hit in September*
Exports of gems and jewellery to the United States (US) were hit the hardest in September, following the full impact of the 50 per cent tariff that took effect during the month. Shipments of pearls, precious, and semi-precious stones plunged 76.7 per cent during the month, while exports of gold and other precious metal jewellery dropped 71.1 per cent, disaggregated data released by the commerce department showed. During the month, exports of cotton fabrics and madeups (-36.2 per cent), marine products (-26.9 per cent), industrial machinery for dairy (-28.1 per cent), readymade garments (-25 per cent), drug formulations (-16.4 per cent) and auto components (-12 per cent) also contracted in double digits. The US accounts for 37 per cent of India’s total exports of precious stones and 28 per cent shipments of gold jewellery, respectively. Exports of drug formulations contribute 40 per cent to India’s total exports, while readymade garments (34 per cent), marine products (36 per cent) and auto components (22 per cent), also form significant shares of India’s shipments. While the 25 per cent so-called reciprocal tariff on India kicked in from August 5, the additional 25 per cent US tariff on Indian goods — imposed in response to New Delhi’s purchase of Russian oil — came into effect on August 27, raising the cumulative duty on Indian exports to 50 per cent.
*Global market action*
Dow Jones – Up by 0.09% or 40.75 points
FTSE – Down by 0.44% or 42.81 points
CAC – Down by 0.49% or 39.99 points
DAX – Down by 0.67% or 160.59 points
Gift Nifty – Down by 0.16% or 42.50 points
*FII/DII activities*
FII – Sold 6769.34Cr worth of shares
DII – Bought 7068.44Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.6x
Nifty Bank – 16.2x
*Stocks with high delivery percentage*
Medplus Health Services Ltd – 91.8%
Emcure Pharma Ltd – 84.3%
Fine Organics Industries Ltd – 83.1%
Finolex Industries Ltd – 82.4%
Niva Bupa Health Insurance Co. Ltd – 81.6%
*Primary market activities*
Listing today
Jayesh Logistics Ltd (NSE SME) – Subscribed 65.59x
*Commodities updates*
Gold – Rs 121284/10gm, Silver – Rs 148399/kg, Brcrude – Rs 5421/barrel, Copper – Rs 1011.05/kg.
Morning Alert..
*Some companies in India get China licences to import REMs, says MEA*
Some companies in India have received licences to import rare earth magnets (REMs) from China, said Ministry of External Affairs (MEA) Spokesperson Randhir Jaiswal at his weekly media briefing on Thursday. At least four companies — Continental India, DE Diamond, Hitachi, and Jay Ushin — have secured the necessary Chinese licences, according to sources. They submitted end-user certificates required under Beijing’s export control regime, ensuring the materials will not be diverted to the United States (US) or used for defence production. In his media briefing, Jaiswal also noted that the US has granted India a six-month waiver, effective October 29, from sanctions on the Chabahar port project in Iran, where India has played a central role in development. On trade negotiations, he said New Delhi remains “engaged with the US on finalising the trade deal”. External Affairs Minister S Jaishankar and US Secretary of State Marco Rubio met earlier this week on the sidelines of the East Asia Summit in Kuala Lumpur, where discussions are believed to have touched on the pending trade deal.
*Global market action*
Dow Jones – Up by 0.01% or 6.73 points
FTSE – Up by 0.04% or 3.92 points
CAC – Down by 0.53% or 43.59 points
DAX – Down by 0.02% or 5.32 points
Gift Nifty – Up by 0.09% or 22.50 points
*FII/DII activities*
FII – Sold 3077.59Cr worth of shares
DII – Bought 2469.34Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.8x
Nifty Bank – 16.3x
*Stocks with high delivery percentage*
Gland Pharma Ltd – 94.7%
V-Guard Industries Ltd – 86.5%
Vinati Organics Ltd – 85.6%
Ratnamani Metals & Tubes Ltd – 84.8%
Aditya Birla Lifestyle Brands Ltd – 83.3%
*Primary market activities*
IPOs opening today
Lenskart Solutions Ltd (Main board) – Issue size 7278.02Cr
*Commodities updates*
Gold – Rs 121380/10gm, Silver – Rs 148650/kg, Brcrude – Rs 5392/barrel, Copper – Rs 1002.60/kg.
Morning Alert..
*Manufacturing the one cylinder that isn't firing: NITI's Suman Bery*
India has made notable progress in inclusive growth, yet its manufacturing sector remains a “cylinder that isn’t firing”, said NITI Aayog Vice-Chairman Suman Bery on Wednesday. Speaking at an event on India’s industrial transformation, organised by the Institute for Studies in Industrial Development (ISID), Bery observed that while the country has advanced in infrastructure, regulatory coherence, and digital and logistics networks — transforming itself into one of the “world’s most dynamic investment destinations” — manufacturing has yet to realise its full potential. He called for India’s manufacturing success to be driven by regional clusters that build on local competitive advantages rather than a uniform national strategy. “We do see clusters and the creation of competitive industrial ecosystems at the state and regional levels as being key. India’s industrial success will not be built in Delhi; it will be built in our states and districts,” he said. Bery also emphasised the need to deepen domestic value chains, reduce import dependence, and invest in emerging sectors such as green hydrogen, electric mobility, and semiconductors. Offering a macroeconomic explanation for manufacturing’s persistently low share in gross domestic product (GDP), Bery suggested that an overextended fiscal sector and real exchange rate pressures may be eroding the sector’s competitiveness relative to others.
*Global market action*
Dow Jones – Up by 0.21% or 100.88 points
FTSE – Up by 0.61% or 59.40 points
CAC – Down by 0.19% or 15.70 points
DAX – Down by 0.64% or 154.42 points
Gift Nifty – Down by 0.23% or 61.50 points
*FII/DII activities*
FII – Sold 2540.16Cr worth of shares
DII – Bought 5692.81Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.9x
Nifty Bank – 16.4x
*Stocks with high delivery percentage*
Aether Industries Ltd – 91.4%
AIA Engineering Ltd – 91.3%
United Breweries Ltd – 88.8%
Leela Palaces Hotels & Resorts Ltd – 82.3%
Max Financial Services Ltd – 81%
*Primary market activities*
Studds Accessories Ltd (Main board) – Issue size 455.49Cr
*Commodities updates*
Gold – Rs 120670/10gm, Silver – Rs 146126/kg, Brcrude – Rs 5377/barrel, Copper - Rs 1014.50/kg.
Morning Alert..
*Andaman discovery holds potential to change India's oil and gas landscape*
As India’s dependence on imports for crude oil and natural gas grows amid rising domestic demand, the country is now aggressively looking for a major new discovery in its sedimentary basins. Now, with the hydrocarbon potential of its Andaman basin touted as the next big oil and gas find, its hopes of reducing reliance on energy imports seem to have been rekindled. State-run Oil India Ltd (OIL) last month reported a natural gas occurrence in one of its Andaman fields, giving rise to speculation of a significant discovery after decades. India’s Oil Minister Hardeep Singh Puri has expressed confidence that the Andaman find can overturn the country’s oil and gas landscape by making a “Guyana-sized” discovery, referring to the outsize oil reserves the tiny Caribbean nation found in 2015, proceeds from which turned its economy around.
*Global markets*
Dow jone - Down 0.10% or 45.69 points
FTSE - Up 0.44% or 42.92 points
CAC - Down by 0.28% or 22.60 points
DAX - Down by 0.12% or 32.15 points
Gift Nifty - Up by 0.20% or 52 points
*FII/DII Activities*
FII - Bought 10339.80Cr worth of shares
DII - Bought 1081.55Cr worth of shares
*Major india indices pe*
Nifty 50 - 22.8x
Bank Nifty - 16.3x
*Stocks with high delivery percentage*
Vinati Organics Ltd - 94.4%
Triveni engineering and Industries Ltd - 86.8%
Medplus health services Ltd - 85.2%
Balrampur chini mills ltd - 83%
JSW Infra Ltd - 81.5%
*Primary market activities*
IPOs opening today
Orkla India Ltd (Main board) - Issue size 1667.54Cr
Safecure services Ltd (BSE SME) - Issue size 30.60Cr
*Commodities updates*
Gold - Rs 119600/10gm, Silver - Rs 144266/kg, Brcrude - Rs 5333/barrel, Copper - Rs 999.15/kg.
Morning Alert..
*Economy accelerated in Q2FY26, momentum to sustain: Finance Ministry*
Demand conditions across rural and urban India have improved through the second quarter (Q2) of 2025-26 (FY26), and the momentum gained in Q2 is expected to continue in the upcoming months, driven by resilient domestic economic activity and stronger demand supported by goods and services tax (GST) reforms, the Finance Ministry said on Monday. Despite a fog of uncertainty shrouding the global economy and lingering trade policy uncertainty, the ministry’s monthly economic review for September noted that India’s trade performance in H1FY26 reflects steady momentum and resilience, citing a 3 per cent rise in merchandise exports and a 6.1 per cent uptick in services exports. “Against a global backdrop characterized by economic and trade policy uncertainty, India’s economy gained momentum in Q2 FY26. This is particularly significant, as the United States imposed higher tariffs on India in August… Even as trade deal negotiations with the US continue, merchandise trade data for September 2025 presented early evidence of diversification of export destinations,” stated the review authored by officials in the Department of Economic Affairs’ economics division.
*Global market action*
Dow Jones – Up by 0.00% or 2.02 points
FTSE – Up by 0.08% or 8.20 points
CAC – Up by 0.16% or 13.55 points
DAX – Up by 0.28% or 68.89 points
Gift Nifty – Up by 0.14% or 36.00 points
*FII/DII activities*
FII – Sold 55.58Cr worth of shares
DII – Bought 2492.12Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.8x
Nifty Bank – 16.3x
*Stocks with high delivery percentage*
Bayer CropScience Ltd – 88.9%
Vinati Organics Ltd – 86.1%
Emcure Pharma Ltd – 85.2%
Krishna Institute of Medical Science Ltd – 85.1%
Kalpataru Projects International Ltd – 82.7%
*Primary market activities*
Game Changers Texfab Ltd (BSE SME) – Issue size 54.84Cr
*Commodities updates*
Gold – Rs 121043/10gm, Silver – Rs 143460/kg, Brcrude – Rs 5443/barrel, Copper – Rs 1002.40/kg.
Morning Alert..
*Private sector capex led the way in H1FY26 with manufacturing boost*
Signalling a rebound in private investments, the second quarter of 2025-26 (FY26) witnessed a near doubling in the value of new investment plans from private promoters, with fresh outlays of ₹10.55 trillion in about 1,800 projects, compared to ₹5.69 trillion a year ago. The total value of new investment projects surged 62 per cent in Q2 to cross ₹15 trillion, taking overall investments in the first half (H1) of FY26 to ₹34 trillion, 22.3 per cent higher than the previous six months, according to data from investment monitoring firm Projects Today. Within this, new private sector capex plans rose a sharply 41 per cent in H1FY26 relative to H2FY25, at ₹24 trillion, led by a spurt in manufacturing and electricity projects, even as infrastructure building plans moderated with new public capex projects slowing down. Notably, foreign investors’ capex plans soared 130 per cent to over ₹3.56 trillion, while domestic private players recorded a 32 per cent uptick.
*Global markets*
Dow jone - Up 0.49% or 230.45 points
FTSE - Up 0.70% or 67.05 points
CAC - Up by 0.00% or 0.15 points
DAX - Up by 0.13% or 32.10 points
Gift Nifty - Up by 0.24% or 61 points
*FII/DII Activities*
FII - Bought 621.51Cr worth of shares
DII - Bought 173.13Cr worth of shares
*Major india indices pe*
Nifty 50 - 22.7x
Bank Nifty - 16.2x
*Stocks with high delivery percentage*
Honeywell Automation India Ltd - 86.5%
Concord Biotech Ltd - 83.9%
Gujarat state petronet Ltd - 83.5%
Kama Holdings Ltd - 83.5%
Devyani International Ltd - 83.1%
*Primary market activities*
IPOs opening today
Jayesh Logistics Ltd (NSE SME) - Issue size 28.63Cr
*Commodities updates*
Gold - Rs 123255/10gm, Silver - Rs 147150/kg, Brcrude - 5422/barrel, Copper - Rs 994/kg.
Morning Alert..
*Profit-taking erodes intraday gains in markets; Sensex rises 130 points*
Domestic equity benchmarks extended gains for a sixth straight session on Thursday, with the Nifty briefly crossing the 26,000-mark after a year, driven by optimism over a potential trade deal with the US and upbeat corporate earnings for the July–September quarter. However, profit-taking erased much of the day’s advance, leaving the indices with modest gains when the markets closed. The Sensex rose 1.02 per cent intraday before settling at 84,556 — up 130 points, or 0.2 per cent. The Nifty crossed 26,000 for the first time since September 30, 2024, but ended at 25,891, up 23 points, or 0.09 per cent. Both indices have added around 3 per cent over the past six sessions. However, the rally lacked breadth with 2,464 stocks declining against 1,809 advancing on BSE. The total market capitalisation of BSE-listed firms slipped by ₹60,000 crore to ₹470 trillion. Investor wealth rose by ₹10.6 trillion over the past six sessions, while the benchmark indices were only 1.5 per cent shy of new lifetime highs. Market sentiment was buoyed by reports suggesting that the US may lower tariffs on Indian exports to 15–16 per cent from 50 per cent currently. The news sent textile stocks soaring. Reports also indicated that India could agree to cut imports of Russian oil and allow non-genetically modified corn and soymeal from the US.
*Global markets*
Dow jone - Up 0.04% or 17.17 points
FTSE - Up 0.66% or 63.57 points
CAC - Up by 0.23% or 18.91 points
DAX - Up by 0.23% or 56.66 points
Gift Nifty - Up by 0.27% or 70.5 points
*FII/DII Activities*
FII - Sold 1165.94Cr worth of shares
DII - Bought 3893.73Cr worth of shares
*Major india indices pe*
Nifty 50 - 22.8x
Bank Nifty - 16.3x
*Stocks with high delivery percentage*
Finolex industries ltd - 82.5%
ZF Commercial Vehicle Control system India ltd - 81.9%
Gujarat state petronet ltd - 81.7%
Ambuja Cements Ltd - 79.2%
Go digit general insurance ltd - 78.3%
*Commodities updates*
Gold - Rs 124247/10gm, Silver - Rs 148660/kg, Brcrude - Rs 5437/barrel, Copper - Rs 990/kg.
Morning Alert..
*Trade differences remain between India and EU after 14th round of talks*
Differences persisted between India and the European Union (EU) in their discussion earlier this month on the proposed free-trade agreement (FTA), leaving no scope for a substantial breakthrough. In the 14th round of negotiations, which took place in Brussels, the disagreements related to market access for goods, and also investment, trade, and sustainable development. However, progress was made in consolidating the text of the negotiations, according to the report. While both sides had “constructive discussions”, resulting in progress on a number of provisions related to trade and sustainable development, “substantial differences” remained, including those on the binding and enforceable nature of such commitments. “On market access, both sides made their expectations known for tariff liberalisation, red lines and flexibilities, both on the levels of liberalisation and on the staging of tariff dismantling. Discussions will continue intersessionally,” the report said.
*Global markets*
Dow jone - Down 0.07% or 32.51 points
FTSE - Up 0.92% or 88.01 points
CAC - Down by 0.63% or 51.99 points
DAX - Down by 0.74% or 178.90 points
Gift Nifty - Up by 1.30% or 337 points
*FII/DII Activities*
FII - Bought 96.72Cr worth of shares
DII - Sold 607.01 Cr worth of shares
*Major india indices pe*
Nifty 50 - 22.7x
Bank Nifty - 16.3x
*Stocks with high delivery percentage*
JSW Infra Ltd - 81.2%
REC Ltd - 78.2%
Fine organics industries ltd - 77.7%
Finolex Industries Ltd - 76.5%
Kama holdings Ltd - 76.3%
*Commodities updates*
Gold - Rs 122050/10gm, Silver - Rs 145751/kg, Brcrude - Rs 5150/barrel, Copper - Rs 980.5/kg.
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सुख और समृद्धि आपके अंगना झिलमिलाएं
दीपक अमन के चारों दिशाओं में जगमगाएं
खुशियां आपके द्वार पर आकर खुशी मनाएं
देव दीपावली पर्व की आपको ढेर सारी शुभकामनाएं !
Happy Diwali 2025🙏
Intraday Players & Coming Days
Newly Listed available @ 30 % Discount From Issue Size
Vms Tmt CMP 72 / 73
Test Resistance 88 / 95 / 99 Sl 65
Coming days View Strong Potential View
available @ Cheap rate 🚀
Morning Alert..
*India casts doubt after Donald Trump claims its Russia oil buy to end*
The Ministry of External Affairs (MEA) on Thursday said it was unaware of any new conversation between US President Donald Trump and Prime Minister Narendra Modi, hours after Trump claimed he spoke with the Indian leader, who pledged to halt Russian oil purchases. It noted that the last phone call between the two took place on October 9. “To the best of our knowledge, I am not aware of any conversation between PM Modi and President Trump yesterday,” Randhir Jaiswal, spokesperson for the MEA, told reporters at a briefing in New Delhi. The ministry emphasised that India is “broad-basing and diversifying” its sourcing of energy to meet market conditions. It noted that New Delhi’s discussions with the Trump administration to deepen energy cooperation are “ongoing,” and that India is also sourcing oil from Brazil, whose Vice President Geraldo Alckmin is visiting India. The MEA’s statement followed comments made by Trump at a White House event on Wednesday. “Modi is a great man. He assured me today they will not be buying oil from Russia. Maybe that’s a breaking story. It has started. You can’t do it immediately, there is a little bit of process but the process is going to be over soon,” claimed the US president. He described Modi as a “friend” and a “great leader,” adding: “We were not happy with him buying oil from Russia because that lets Russia continue with this ridiculous war, where they’ve lost a million and a half people.”
*Global market action*
Dow Jones – Down by 0.14% or 63.97 points
FTSE – Up by 0.12% or 11.34 points
CAC – Up by 1.36% or 111.59 points
DAX – Up by 0.37% or 90.82 points
Gift Nifty – Down by 0.15% or 37.50 points
*FII/DII activities*
FII – Bought 997.29Cr worth of shares
DII – Bought 4076.20Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.7x
Nifty Bank – 16x
*Stocks with high delivery percentage*
Garware Technical Fibres Ltd – 87.1%
Alkem Labs Ltd – 85%
Afcons Infra Ltd – 84.7%
Rainbow Childrens Medicare Ltd – 84.2%
Ramco Cements Ltd – 83.1%
*Primary market activities*
Listing today
SK Minerals & Additives Ltd (BSE SME) – Subscribed 3.52x
Canara HSBC Life Insurance Co Ltd (Main board) – Subscribed 2.30x
Sihora Industries Ltd (BSE SME) – Subscribed 1.27x
*Commodities updates*
Gold – Rs 130005/10gm, Silver – Rs 167632/kg, Brcrude – Rs 5060/barrel, Copper – Rs 994.25/kg.
Can Be Doubler
Any Time Movement Towards 255
Patel Retail is currently trading at a significantly lower P/E compared to all major retail peers, making it the cheapest stock among prominent listed retail companies and suggesting attractive valuations for investors.
P/E Comparison: Patel Retail and Peers
Patel Retail > PE - 34.71 (Cheapest, strong value) 🚀🚀🚀🚀🚀🚀
Avenue Supermarts > PE - 114.35 (Premium, expensive)
Vishal Mega Mart > PE - 103.97 (Expensive)
V-Mart Retail > PE - 112.01 (Expensive)
Shoppers Stop > PE - 333.06 (Highly expensive)
Electronics Mart > PE - 52.36 (Moderate to expensive)
Spencer’s Retail > PE - 534.58 (Extremely expensive)Morning Alert..
*Jewellery, garments, marine goods bore the brunt of US duties in August*
As the 25 per cent US tariffs on Indian goods kicked in on August 7, the country’s labour-intensive exports, such as gems & jewellery, garments, and marine products, took the maximum hit, according to disaggregated data released by the commerce department. During the month, shipments of pearls, precious and semi-precious stones declined 54.2 per cent year-on-year, followed by marine products (–33 per cent), gold and other precious metal jewellery (–18.6 per cent), readymade garments (–13.2 per cent), cotton fabrics and made-ups (–10.1 per cent), drug formulations (–7 per cent), and auto components (–6.6 per cent). The US accounts for 34 per cent of India’s readymade garments exports and 39 per cent of cotton fabrics shipments. Exports of precious stones and gold jewellery contribute 37 per cent and 28 per cent to total shipments, respectively, while marine products (36 per cent), drug formulations (40 per cent), and auto components (22 per cent) also form significant shares of India’s shipments. The additional 25 per cent US tariff on Indian goods, which was imposed in response to New Delhi’s purchase of Russian oil, came into effect on August 27, raising the cumulative duty on Indian exports to 50 per cent. The commerce department will today (Wednesday) release trade data for September that may reflect the full impact of the 50 per cent tariff on Indian exports.
*Global market action*
Dow Jones – Up by 0.11% or 50.93 points
FTSE – Up by 0.10% or 9.90 points
CAC – Down by 0.18% or 14.64 points
DAX – Down by 0.62% or 150.99 points
Gift Nifty – Up by 0.35% or 88.00 points
*FII/DII activities*
FII – Sold 1508.53Cr worth of shares
DII – Bought 3661.13Cr worth of shares.
*Major Indian Indices PE*
Nifty 50 – 22.2x
Nifty Bank – 15.6x
*Stocks with high delivery percentage*
Global Health Ltd – 92%
Century Plyboard India Ltd – 88.8%
Akzo Nobel India Ltd – 82.6%
EIH Ltd – 82.2%
Timken India Ltd – 82%
*Primary market activities*
IPO opening today
Midwest Ltd (Main board) – Issue size 451Cr
*Commodities updates*
Gold – Rs 126324/10gm, Silver – Rs 159718/kg, Brcrude – Rs 5228/barrel, Copper – Rs 994.50/kg.
