Stock Market Analysis 06 March 25

Indian Stock Market 06 March 25 : आज के बाजार विश्लेषण

India Stock Market 06 March 25

Today Evening Sensex gained 610 points and closed at 74340 while Nifty gained 207 points and closed at 22545 where Yes Bank Nifty gained 138 points and closed at 48628.

Market Analysis :-

Well today also small caps gained strongly by close to 13% which was not so good in last two days at least today markets did not disappoint friends important topic you need to know RBI they are going to do liquidity infusion close to 190 thousand crores  liquidity infusion at record level is going to come from RBI side you can see data on multiple financial platforms this is the only thing we can talk about separately but we can compare this with various defense pending and debt happening in Europe If you notice the ceiling, since the European Union was formed, the debt ceiling has never exceeded 3%, it has not exceeded 3% of their GDP, but for the first time, by changing the debt ceiling to 1%, that is, increasing it by another 1%, whatever defense-related spending is going to happen, the dollar index has been impacted. This dollar index, this dollar being weak, is the main reason why these metals have risen so much today. So, let's combine this RBI-related topic, this Europe-related topic, this dollar index-related topic, and our dollar- rupee, and put the whole thing in a proper structure. I will explain it to you in the first analysis topic in our news analysis topics.

Try to listen very carefully today. If we interconnect all of these globally, you can understand what kind of impact it will have on our markets. This will be explained to you after some time.  You will hear in this same blog, but before that, an interesting warning appears from Trump. Hamas, immediately release those hostages you have. If they have already done something to them, then give them their bodies immediately. Otherwise, you are the end of your work. It seems that Hamas is giving a big warning, a last warning. And this is a very important meeting. We should focus on this very carefully because we have been seeing lately that geopolitical tensions have been heating up a bit.

At that point, the markets did not react negatively because before that, the markets reacted very negatively. And at the same point, these tariffs are related to uncertainty, so the   tariffs that Trump is imposing are also related to Canada, Mexico, China.  Some positive relief is coming, these geopolitical tensions have not impacted the market much and in the meantime Zelensky has also said that he is okay, I am going down, let's do the mineral deal, so coming to a compromise with the US will also be a bit cool. The present has created a scenario, hasn't it? There is no stress yet, but today in Brazil, there is a major meeting with major European leaders with Zelensky. Let's see what statements they make. And if you observe in parallel, defense-related spending activity will increase in Europe. And the statements made by the new government in Germany in the past are different from the statements made by us in the past. We cannot think that we have done more than what we have been spending, whether it is infrastructure or defense-related, but now   Zelensky has taken a complete U-turn and is making these statements related to defense. This is the point at which European leaders All of them are meeting, on the one hand they are increasing the defense pending, on the other hand all the key meetings are being held with Zelensky.

Is this normal or is there a possibility of any strong statements coming from their side? So we should track this whole game of being related to Europe and the US and putting Zelensky in the middle for some time, at least for one to two weeks.  I know that harsh statements are coming from the US side, but these have come from Europe and Zelensky's side recently. But again, Zelensky has clarified that he realized his mistake and that he should not have spoken like that. So, I don't expect anything. But the scenarios are currently running globally. I want to inform you and I should also say one more thing. Yesterday, our markets fell quite a bit recently and then rose.

In fact, small caps have recovered from recent losses.  You see, it's up about 8%, while metals are up 10% from recent losses, and oil and gas are also up 8%. The updates coming from China related to metals growth are also negative for oil and gas related companies, which we talked about in yesterday's blog. Crude oil prices are also falling sharply. It is negative for oil exploration companies, but it is definitely positive for marketing companies, city gas distribution companies, and all these gas related companies. Their raw material costs are decreasing. So, we have strength in the oil and gas space as well.

So look, the metal space and oil and gas space are both up strong out of all sectors today, close to 2.4%. And another positive thing that came overnight is that there is news from Trump that he is backing off on the tariffs that have been related to auto companies for a month. Some auto companies related to Mexico and Canada Players are meeting him and after listening to their plea, Trump is making a statement that he is passing auto tariffs for one month. Obviously, it does not stop only with auto. The rest of them are also giving indirect signals that if they come and talk to me, I will pass it. These are not strict rules. Everyone should come to him and try to make promises to the US. It is directly seen from Trump that everyone should come to him and tell him what they will do to him. But if there is no clear intention to impose tariffs, then this is probably understood. For this reason too, today we may have seen some strength in the markets and all the global markets are also seen in some green.  You should also observe the activity of FIS. Let's look at the last three sessions. We have seen nearly 4800 crore selling, 3400 crore selling, 2900 crore selling and in a decreasing manner.

It seems that but we have to see how it changes after reaching a certain point.  We will not see a big difference until it is around 3000 crores. Even today, if it reaches 2200, 2000, 1500, or this number, at least there is another positive hope that if it goes in this decreasing manner, something is going to happen to us.  But again, the expectations that the market will reduce their sell-off by selling 4400 crores, 5000 crores will be temporarily put aside. And the services PMI data for the US has been released. It is better than expected. In recent times, most of the data factors related to the economy are also bad. But this is better than expectations. And according to my best knowledge, after 1990, there has never been such a situation in Europe since 1990.  The scenario has not developed that much. Bond deals related to Europe have increased by almost 30 basis points overnight. Bonds related to there appear to be so deep. Not just Europe. This similar scenario that you saw in the Asian space, the Asian markets, is maintained. Bond deals spike. Bond deals there have increased by close to 30 basis points. Europe-related.

So that's why I 'm saying that the scenario is Europe-related. After putting Zelensky in the middle and Trump's recent uncertainty comments, some new decisions have been made. Increasing defense-related spending will not happen if we remain calm. We must also be strong. Everyone must be one. All European leaders are organizing an important meeting together. Until now, we have never focused on Europe. But Europe-related is now the last one to Major updates in the days are coming from the European side. Now after hearing all this, many people are now afraid of this. Now should there be any tension about this? Friends, there are many events related. Let's say there are 10 events. I don't think that 10 events related will always go negative. Because everyone is a human being. If it goes negative, it will cause damage to them. So, except for a person who goes to the ego, no one wants to spend on defense-related things. They want to spend on growth-related things. For me, that time is gone. Now everyone is thinking about how their countries should grow economically. All the people should increase their per capita income. How should they come into growth? I think that leaders will focus on these because they have their own problems. But the US people have been in recent times. There is some pressure on the European side, but suddenly Europe is alert and there are basic discussions going on that we should be a little stronger. If you are tracking your opinions related to this, share them in the comment section.

It is Very Important Topic you have Must Read :-

Friends, what you are going to hear now is mostly data like this. This type of analysis is not available on financial platforms because geopolitical events, the relationship between our Indian rupee and the dollar, and the important announcement made by the RBI yesterday to close our markets, let's try to understand what kind of impact it will have on our markets. But out of all these, my most important and favorite topic is the Europeans taking  The decision has a global impact. Related to this, I told you in the blog I made on March 4th in recent days that in the topic that is being mentioned as Stocks in the News, European stocks related to defense have increased by a huge amount. There has been a huge rally in defense stocks related to Europe. With Trump's behavior, whoever increases their defense pending and whoever says anything about us, we should be ready. If we spend on defense related at that time, it will not be enough. I fought a war and did not do it. But we should have all the equipment ready.

This mindset is related to the first time the European Union.  Since the European Union was formed, you see that the dead ceiling is 3%, but for the first time, you can increase the dead ceiling by 1% above it. That is, if you want, you can increase the ceiling by 1%. If you want, you can change it by 1%. If defense related If we are spending and after this, the Germans are also using our death limits, they are also making statements that we are going to spend defense-related.

Due to this, again, there was a bus related to defense stocks and what happened with this? If the currency is related to Europe, the euro, then the spending will increase related to it. Automatically, this dollar-related impact is seen and the dollar index has fallen to the levels where the dollar index was before Trump came. In fact, with these measures taken by the RBI, the rupee should have weakened a little more, but the dollar is weakening, and the decisions taken by the European Union have weakened the dollar somewhat. However, our Indian rupee has not had a big impact. The rupee has weakened today, but it is correct, but it has not weakened in such a big way.

But one more thing should be remembered. Most of the export business in March-end Our conclusion is that the rupee is strengthening somewhat at those points. This is one point. Secondly, if you are observing in recent times, oil and crude oil are also weakening and dropping and dropping, and Brent crude has reached $70 per barrel. This should also be seen as good for our rupee. And with the developments taking place in Europe, if the dollar index is weakening further, it should also strengthen our rupee and impact the outflows of FIs. That is, if their outflows do not go out so much, our rupee will be strong. And I have been mentioning this in recent times.

Bond deals are also very strong in Asian markets.  Bond deals have increased but bond deals related to the US are somewhat stable. And coming to RBI is an important decision.  Friends, if this is the case, there is a 10 billion dollar USD INR buy sell swap auction, if you remember, I also mentioned it in the blog I made on February 28. You might think that this is one thing. It is 10 billion dollars. This is a total of 20 billion dollars related to USD INR buy sell swaps. RBI has taken a decision and through open market operations, it has also taken a decision to provide liquidity through open market operations of 50 thousand crores in two tranches, 50 thousand crores each time, a total of 1 lakh crores of government securities.

The decisions taken by RBI to provide liquidity through open market operations are also liquidity boost. The market will definitely take it positively with both hands. That is why the market has increased today. It means that RBI's liquidity measure will have an impact on the market in the coming months. In fact, banks are not going to grow hugely today, right? So, I am not saying this for the impact that happened today. Overall, recently, even when the market is falling, everyone talks about negatives obviously. When the market is falling, even if I say negatives, you will not question me. But what you need to know is that the positives are government-related, income tax-related, we will see green shoots in the economy in the coming times. The changes made in income tax-related will be visible. And the most important thing is that the RBI has talked about liquidity measures, which are clear to us. That too is a possibility to take the system to better growth. We have discussed these two main topics related to these main topics and further, these steps that the RBI is taking. And here I should also say one more thing.

Now, after saying all this, let's say tomorrow, a 200 Let's say the market fell by 100 points. They said that the market fell. So don't think that the market is a scam. If the markets are reacting to global markets and global news factors or temporary FIS selling, it is a short-term event. But in the baseline, we see positive things that the markets are developing better. I am trying to highlight them to you. Bonds have cooled off. The dollar dex has cooled off. Imported crude oil, which is very important for us, has also cooled off. With the equations happening in Europe, particularly the death ceiling related changes, defense related spending, the dollar has been impacted. That too is good for our Indian rupee.

And whatever RBI is doing, even if it is not rupee related, it should be  seen as positive for our economy. If you add all these things out and out, in the coming times, our stock market will add value to us, which is somewhat better than ours. So if you know all this, you will have an advantage. 

Gensol Engineering Ltd. :-

The promoters came out and said, "We did nothing wrong. We will repay whatever we borrowed. We did not borrow by submitting such false documents. In fact, there are statements from Gensol Engineering and Anmol Singh Jaggi, the promoter, that the company has an idea to raise its share. We have always been a profitable company, with one mistake, zero wrongdoing."  We have not made any mistakes and will repay the debts properly. We   hope that the rating will be upgraded in the next three months. Gensol Engineering has clarified that the market believes this. If we believe this, then there is no reason for the stock to fall by 10% today. So even today, the market does not believe the stories they are telling because the statements made by not one but two rating agencies are so harsh. But some investors are looking to give more importance to words related to promoters. From their perspective, the promoters are clear that we will protect the company, the customers, and all of them with immediate priority. We have not made any mistakes. Only time will tell. But it has not been reflected in the stock price yet. 

Coforge Ltd. :-

Next Coforge has announced a stock split. 1:5 means each stock splits into five stocks. The stock price is divided by five. The number of stocks is multiplied by five. The stock price is divided by five. It should be remembered that the record date has not been mentioned yet. 

GOLD Jewellery Update :-

We should talk about RBZ Jewelers. If you are investing in this stock, they are reporting a fraud.  In their jewelry shop, which is related to Gujarat, a person named Om Kumar Manoj has   scammed the jewelry by putting false records for about 1.98 lakhs. It is said that their employee has done such a big scam with false records.   They have already reported it to the Gujarat police station. But they are also updating this to the investors. It is said that a company with a market capital of almost 600 crores has been scammed to the tune of about two crores, which means that in their profits last year There is a profit of around 22 crores, but if there is fraud of around 10%. 

Railtel Corporation of India Ltd. :-

Here you should note that they are updating three orders related to this, one of which is an order worth 19 crores from Border Security Force BSF for private cloud infrastructure related, another order worth 30 crores 26 lakhs from State Transport Authority Odisha for IMS work related and finally an order worth 262 crores 34 lakhs from State Transport Authority Odisha for upgrading their Command Control Center and IEMS (Intelligent Enforcement Management System). Rail Tel has updated about three orders. 

Inox India Ltd. :-

Next Inox India has given them a value of 190 crores. The orders received from multiple players, from across Europe to the US to India, are orders from clients residing in various segments, such as LNG and industrial gas storage tanks, vaporizers, cryogenic equipment related orders.   Inox India has updated that their total order book has gone up to 1359 crores with the order coming in at 190 crores. 

Bluestar Ltd. :-

Blue Star is also updating that they are entering commercial refrigeration related. Like deep freezers, you see them in big restaurants, or in other segments, there are big deep freezers, storage water coolers, bottled water dispensers, and some other freezers or cold rooms. Blue Star has updated that they are entering all these spaces. 

Elon Musk Fail?

Friends are saying that Elon Musk will fail in India, no matter how great he is, he can send his rockets into the sky like SpaceX, Tesla may have brought a revolution in the EV market, but doing business in India is not that easy. These statements are coming from Sajjan Jindal, Chairman and Managing Director of JS Group.   Listen to those statements once. We can't be successful in this country. Why not? Why can't Elon be successful because because we Indians are here. We are here. He cannot produce what   Mahindra can do what Tata can do. Not possible. He can. He can do under Trump's shadow. He can do in the US. He can. He is super smart. There is no question about it. He is maverick. He is super smart. He is doing this spacecraft and stuff like that. He's done amazing. So I have nothing. I don't want to take anything from him in the sense that you know he is. He is too smart. But to be successful in India. Not an easy job, so whatever statements come from Jindal, all financial platforms are highlighting this. Why can't they succeed? Elon Musk said in India that Tatas do what Mahindra does, M&M does what they do. Whatever work there is in terms of vehicles, Tesla can't do it on Indian roads, so Indian companies and Indian companies' models are exclusive to India, while Tesla, a foreign company, has not succeeded in India. And in recent times, Trump has also repeatedly focused on India-related issues. It is not known whether he wants to help Elon Musk, but he has highlighted the auto tariff many times. In fact, cars should be imported into India with zero tariff. There is pressure on our companies to tax even the rupee. If it is related to India, it will be clear but let's assume that this happened. Leave aside Tesla's cars. Cars related to many companies will come to India because now many cars are related to depending on CC and country of origin and different parameters. Our India is paying a high percentage of tax, 100% to 125%. If all that tax is removed, then if the cars from various global companies come to India, then there is definitely a possibility that some variant will be a threat to our Indian companies as well. Not just Tesla, they will not give this Tesla only, any tax advantage will be given to all companies. Let's see what kind of cars are going to come to India from global companies in the coming times. But what is your opinion on what kind of cars are going to come to India from global companies and at what rate? Also tell us what you think about what Sajjan Jindal is doing, how Musk may have been successful in other countries but not in India. 

Zydus Life Sciences Ltd. :-

Zydus Life Sciences has received US FDA approval for drugs used in leukemia-related blood cancer-related diseases, including chronic myeloid leukemia and acute lymphoblastic leukemia.   They have received approval for a drug called dasanib, which is available in multiple dosage forms, and this drug has a market of close to 18 billion dollars. They have received approval for a drug with a large market. They are telling exchanges that Tech Mahindra is using. 

Zaggle Ltd. :-

Zaggle’s services for their corporate needs and for their cards spending related to SBI cards, the spend management dashboard will also deal with the amount related to them. Zaggle and Tech Mahindra will provide all this to them for the next one year. Zaggle is updating that Tech Mahindra is going to be a client. 

Income Tax Update :-

Friends, Income Tax of India has started a campaign in November 2024.  Using the information they have, they have sent messages and mails to many taxpayers. Your foreign assets or income is this much. So review this and if this is yours, revise your ITRs and declare that this is your foreign income. Income Tax is sending messages and mails without taking any action against them. Approximately 30,161 taxpayers have updated their income taxes and declared that they have foreign assets of Rs 29,000 crore. Out of these, approximately 24,678 taxpayers have revised their ITRs and another 5483 people did not actually file ITR but messages like this are coming in. They are filing ITRs and declaring that they have so many assets as if they are in foreign countries and 6734 people have shifted from resident status to non-resident status and declared their income. Income tax is updating them. So, the arguments coming from the side of income tax are that they are going in the trust first approach. That is, if you  feel that something has gone wrong, let's inform them first, let's send them an email, let's send a message. Answer this. Or you made a mistake. Or if you think that you did not say it by mistake, leave it and revise your income taxes and think that they are doing it voluntarily. Here, 62% of the tax payers responded positively and changed their ITRs. If they are doing it themselves, they are doing it themselves. There will be no further action against them, if they do not do so, they will be sent notices, asked for explanations, and all the details related to their income tax will be investigated by the income tax officers. But before that, if they voluntarily rectify anything, if there is a mistake, they are also given an opportunity to rectify it, the income tax people say. 

Angel One Update :-

Angel One is updating their business. The client base has increased by 15% month-on-month and has increased by close to 43% year-on-year. Whereas, the average daily turnover has fallen by 34.5% year-on-year and has also fallen by 4% month-on-month. Orders are also falling by 21% month-on-month and 42.5% year-on-year. And sip registrations are It should be underlined that in the month-on-month comparison, it is down by 24.6%, whereas in the year-on-year it is up by 20%. Keep aside the fact that SIPs are decreasing by 24.6% in the month-on-month. It is interesting to see this. If we compare this with the month-on-month, February, and January, we can see that the data we are looking at is logical. There are 23 trading days in the month of January and only 20 trading days in the month of February. Even if we look at the data year-on-year, last year, the same February had 21 trading days, now there are 20 trading days. So, we should do more comparisons in the year-on-year than in the month-on-month, particularly for the month of February, because there are close to 20 trading days. So why am I saying that? How can we compare the average daily turnover with January, which has 23 trading days?  We cannot compare how orders are there and how SIP registrations are there. We cannot compare a month with more trading days with a month with fewer trading days in terms of business prospect, so we should take the year-on- year into consideration here. 

CreditAccess Grameen Update :-

Credit Axis Grameen Bank is updating their business data for the month of February. They   say that their loan portfolio is 25395 crores. In month-on-month comparison, it has increased by 2.4%. They say that they have added 15 new borrowers and 150000 new borrowers. They say that the collection efficiency is more than 99.5%. If we exclude this one Karnataka, Karnataka has also improved to almost 98%, says Asset Quality per zero plus has increased to 7.5 from 6.8 in the past and with strong collections, they are sharing good business data, today the stock has increased by close to 6%. 

Moschip Technologies Ltd. :-

Moschip is   releasing a new AI powered IoT suite related to next generation smart products. This AI powered IoT suite will be used in smart homes, healthcare, manufacturing and automotive industries. They are calling it Gen AI OT. Next Jefferies is saying that Reliance Industries will grow by 43% from here. 

Reliance Industries Ltd. :-

Let's talk about the logic. But the target they are giving is going to ₹1660 and if we look at the valuations from a virus point of view, Reliance is currently trading at cheap valuations. Whatever negatives the market thinks, they have already factored in, so the stock is positive in the coming times. Jefferies strong comments that there is scope to grow have increased the stock by close to 3% today and made Nifty one of the strongest indexes today. But if you look at the screen, how many analysts have been giving a buy rating in any year?  If there is a positive buy rating like never before in the last 10 years, we will see in 2025 what the reasons will be. See below. If we compare it with the recent peaks compared to last year, the stock has corrected more than 20% above and the market is also expecting an announcement related to Jio IPO from Reliance.  Even as a retail related, the market is expecting an IPO from Reliance.  Due to this, value unlocking will happen. Telecom segment related consolidation related tariff hike in the coming times. All these are also related to Jio. There are updates that show that there will be benefits in terms of consumption-related as well as Reliance Retail-related when things get better, and Reliance will grow in the coming times, but not everything is positive, right? If we look at the negative side, there are sub-dued earnings in recent times in terms of O2C business-related, there are weekly earnings, and consumption is very important here in terms of Reliance Retail-related but in terms of Demart, but if you observe, this quick commerce will easily take away their related businesses and how much this quick commerce will grow, like this Blinky It Zep to Swiggy Insta, but in what range will they grow their business in the coming times, at that time, even if it is brick and motor stores, you mean Reliance Retail is maintaining physical stores.  What kind of impact will it have on the market or on the DMART? Investors should keep these in mind. I know that the impact will be sure. It is probably already reflected in the stock price. But the market has included it so far. In fact, these reports have been talked about everywhere. How many times have they talked about their clean energy-related investments? Green hydrogen-related, solar business-related, batteries-related, storage projects-related, renewable projects-related. Many investments have gone from Reliance. But there are no updates related to that. Let's see if anything comes in the next AGM. As far as I know, it is a big event related to Reliance. They will make an announcement about when their clean energy- related investments will come to yield. Did you see that it is the next leg of Reliance?  Growth-related is a foundation, but all analysts are saying that Reliance will grow from here with a trend that the valuations are attractive.

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Stock Market Analysis 05 March 25

Stock Market Analysis 05 March 25 : Sensex and Nifty's condition

Stock Market Analysis 05 March 25

Market Analysis

Today Evening Sensex gained 740 points and closed at 73730 while Nifty gained 255 points and closed at 22337 where Yes Bank Nifty gained 245 points and closed at 48490 for a minute share your views today the joy you felt when you saw your portfolio in recent times the market has been falling and falling investors related only we have seen the pain at least is a day ending today small caps 3% mid-caps 2 1/2% sensex Nifty 1% and most of the indices are also growing close to 3 4% small caps are also bouncing from important support is definitely for investors Today's unforgettable story After a series of injuries in recent times, today's unforgettable recovery will definitely happen. Well going into the topic, what happened overnight? The markets rose so well, not only our markets, but also global markets, European markets also rose so much. Asian markets rose strongly. What happened, friends? Let me tell you the real story. Yesterday, at one point of time, the US markets fell by 2%. Our Gift Nifty also fell by 150 points. Tomorrow's opening will be very bad. Do you know why the scenario developed that the US-Canada related harsh statements were made. The Canadians also said that we will also impose tariffs and impose heavy taxes. So again, Trump said that Canada will actually become our 51st state. In the United States, you are only a governor. If you impose taxes, I will also impose taxes on them. And finally, taxes are going ahead.

            What kind of uncertainty will there be in the next coming times?  Amidst the panic, the entire global markets have corrected in a big way overnight. But thanks to US Commerce Secretary Lutnick, what he said is that whatever tariffs Trump says he will impose, he is now saying that in the coming times, he will roll them back and make them normal again. But there is only one statement from the United States government side, the Commerce Secretary, that it will be rolled back and normalized again.

Is it indirectly what the boss said? In fact, on some platforms, it is also seen that they will be rolled back today. It would have been better if these strong statements related to Canada had not come, it would have been a little easier, but anyway, whatever tariffs they impose from their side, they should listen to what I say or come here and set up factories or else pay us billions of dollars in taxes. Tax us as you like. They are making statements. Why shouldn't we? Will Lutnik come out and roll back on the style that Trump has been acting in so far? Will this hope, Canada, Mexico, and even China related, flow into the market? All the markets have grown strongly overnight. In fact, they have grown so much that today, Trump has even mentioned the name of our nation.

They are naming some countries, such as Korea, China, and India. They are also saying that India will impose heavy taxes on us. Even if they say that I will definitely impose reciprocal tariffs from April 2nd, even if they speak in terms of India, why are the markets hearing this repeatedly today? In fact, there are no scenarios that would react to this today.

In fact, due to this, India will be threatened by close to 7 billion dollars per year. India will be impacted. The data is showing, but the markets were scared when they said tariffs would be imposed, and then cooled off when they said they would be imposed, and then they were scared again when they said they would be rolled back, and then recovered again.

So many times, it seems that they have been going back and forth, and then back and forth, and then back and forth, and this time, even such statements have not caused much reaction from investors. And today, Trump spoke in front of Congress about very important highlights, saying that reciprocal tariffs will start from April 2nd.

Why are we sitting here waiting while other countries are imposing taxes on us? They brought the gold card instead of the green card, like a gold card, so you can buy it for 41 crores, or 5 million dollars, or 5 million dollars, and buy it. It is not as if they are buying US citizenship immediately. They talked about it as if if you put money in and get that gold card, you will get eligibility next time.

There are statements about inflation, tax cuts in the US, the energy sector, all these and even the Chinese are saying that if the US wants a war, be it a trade war or any other kind of war, we are ready. We are also seeing responses from the Chinese embassy. So, is everything settled globally? What has happened yet? But the market has felt that it has settled and there will be no worse than this. The markets have recovered strongly globally, not in India. Let's wait and see. I waited eagerly. How will today's closing be? Because in most cases, positive news is good at the opening. It increases well. It cools down a bit in the second half. 

FIS Data Update :-

By the end of the day, FIS comes in the second half and sells. If there is buying sentiment, it is seen as an opportunity. If FIS also sells at every rise, then FIS goes. I thought that the same thing would be seen in today's market too. Frankly speaking, it is easy to say that I thought it would increase after closing. In fact, in recent times, even when the market was falling, particularly Nifty related, if anyone wants to invest, it came in good valuations. Speaking in 20p related terms, I was not happy when it increased today, as I was making statements. Initially, the revaluation came close to good. It has to increase, right? It has to increase. Because after seeing such a fall, obviously today's increased fall will fall at the end of the day.

Why did I think I was happy? But the markets closed strong at the closing point. Here you have a question, will the market increase from now on? The whole end is zero. My moment to be happy is, my friends, the way price action reacted, but from the support point, even in terms of small caps, Nifty In terms of the markets, they are saying that it is enough, I still want to recover, but who knows, the statements made overnight, what impact the uncertainty he has created in just one month since Trump came to power, what impact has he created on the American economy? Even if you look at the data points related to the economy, we do not see anything related to what he has done. Still, the Fed took a step back due to fears that something would happen related to inflation, which also impacted the American economy. The US markets have fallen more from the point where they raised the issue related to tariffs, so since he came to power, uncertainty has been maintained.

Our markets, I am saying it again. Yesterday, after I spoke related to this PS, some of our subscribers said that the Nifty related to the Standalone PE, Consolidated PE, some changes have been made, so this PS has changed, and because of that, the PE Friends, I am taking all of that into consideration and I am following and tracking the market, taking that deviation into consideration and keeping that in mind, I am saying that in terms of Nifty, it is good in terms of large caps, the levels are good.

I do not know how much it will fall. I am already saying that it feels good to me. Will the market go to 21000 or 20000 from here? I have not seen it, but the range that has come is positive for me in the coming times. In fact, I sold FIS but still FIS related and there are any logics in the market to stop further selling from increasing. I have also shared them with you in our comment section. I am saying again that it is not about being happy that it has increased today. What we as investors should do is not to look at the market negatively when it is falling next and many people are saying that Nifty has come to a good valuation now. When I said from the beginning, you were positive about the market, now what are you saying now? I was positive about the market from the beginning, but you can put money at these points.

This is a very good level. I said it when we were approaching a few levels. If that level is also broken, the next levels that we are looking at are also level- based. I felt that the valuations related to them will also be good. I said the levels that I have personally tracked. Okay, put mine aside. This will also end in another 2008.

The economy related to India will not recover. What do global analysts say? Whatever we Indians think will suffer in the coming times. What is the fall? Definitely, there is a possibility of Indian markets growing well in the coming times. And Sanjeev Prasad, those who are in the market, will definitely have an idea about his name. He is a very big bear.

Every time the market rises, it is negative. The person who makes comments is such a person who has come up with a reasonable Nifty 50 valuation that should be the key to stock selection. Those with low risk can take it. If someone wants to take a risk, they say that stocks that have fallen a lot in banks like ICICI Bank, HDFC Bank are good companies in banks.

He himself has made statements like this and I am also putting the valuation report related to Motilal Vasava in front of your screen. Only the US and India have a ROE above 15 and with respect to price to earnings, if you compare it with the global markets that you have seen, you will also understand the position of the Indian markets comparatively.

I am saying again that you should compare not with every country that has a low PE, but with countries that have a growth rate like our India. In other words, look at the GDP growth rate once. I have compared it with various countries and shown it in recent days' blogs. According to the forward PE, the average is close to 20, but the present value is 199 billion. I am not saying by word of mouth that we are at a 9% discount to the long-term average valuations.

When the market fell again, and it went down a little, you said that if it keeps falling, how many people do you think will suffer? How many people do you think will be impacted? I am not saying to invest money. I am telling you the same story again. Do not   bring anything that will cost us anything for short-term needs. We should only bring money that will last for five years into the market.

That is not the whole amount. If you have money, put it in some amount when it comes close to important levels. Otherwise, continue our SIPs. The information coming to you from us has reached good levels. I am saying again that it has increased even now. Do not bring the money that is for short-term needs into the market.

According to historical data, the market will fall another 2%, 3%, 5%, 10% tomorrow morning.  We definitely have chances to grow in the future. But when it falls in the short term, you will suffer when you do not have that money for your needs. Therefore, I am saying again that it has increased like this. Do not   bring the money that is for short-term needs into the market. Well, the market has fallen in recent times.

Let us not neglect the positive points. Everything that is being talked about is present and will be sustained. US bond yields are near 4.2 Have you observed the dollar index in recent times? Have you ever seen it at 105 B? Do you know the main reason for this? US Ukraine-related minerals Further discussions are going to be held in terms of the deal, peace tax, Zelensky made some statements related to this.

I should not have said the words I spoke that day related to the US. I said that we will definitely work together with US President Trump, we will meet in the coming times, we will have discussions related to the mineral deal and move forward. If Ukraine is united with the US again, there will be no uncertainty related to Europe.

Therefore, their currency, the Euro, has grown strongly, which is impacting the dollar index. The dollar index has had a good impact on the downside and it has also become a dollar week on the USD INR. The Indian rupee, which is normal, is becoming a dollar week.  We see that the Indian rupee is also becoming strong and we are forgetting the real issue.

Did we think that there was a meeting of the National People's Congress of the National People's Congress of China today? In fact, they did Look here with important statements. No sector grew by 4%. Metals grew by 4%. I will talk about each one carefully. Understand carefully what statements they made. They put the GDP estimate close to 5% in 2025 and increased the deficit from 3% to 4% in budget related.

This means that they will indirectly give a strong push to the economy in the coming times. The most important thing is that what is the accusation against China so far? They are producing cheap steel and dumping it in other countries. They are taking decisions related to that. There are decisions to cut output related to steel.

Think that China's presence has decreased globally. There is good demand related to steel. So, in steel or other metals, the Chinese are dumping it in other countries.  There are chances that the prices will be elevated if they go back a little in the global supply, so today we saw a strong move in the metal space.

Finally, when it comes to the real matter, how will FIS be? The main point for me is to be happy that it has increased today, rather than worrying about whether it will fall tomorrow. This is confirmation of where the market will stabilize. If FIS's selling minimum is maintained consistently below 3000 crores for a week, then it is even better if it comes close to 2000 crores or 1000 crores. In other words, if it comes positive, it is even better.

But after seeing such excessive selling every time, I think we should see at least 1000 crores closer to 2000 to 1000 crores than positive. Okay, it is not possible. It can be said that the market has stabilized after continuing for a week.  But I told you, why is there a chance that the market will stabilize in recent times? Where do we have a way of defense? Mutual funds are investing some money because they think this is a good range.

However, they have invested a little bit in the market, but in recent times, they have invested a little bit excessively in the market. Over the period, FIR selling has been decreasing. But if it does not decrease, at some point, after they put the desired levels in the market, further FI selling will also impact the market.

Therefore, our prime criterion should be how FIS selling will be further. Rather than being happy about how much DIS buying has increased, we should look for our real logic in how much FIS selling has decreased. Some interesting data points are appearing related to FIs.

SEBI is also trying to ease the rules related to short selling that they have been asking for a long time, and the Government of India is also making pro-FIS statements.  There are expectations that there is a possibility of making decisions. Leaving aside whether they will happen or not, after selling so much at least, even after approaching a certain valuation, it does not seem logical for them to sell so aggressively.

Who is not supporting me? I am watching for that point. You must have already heard this rule related to NSC. But let's talk about it in detail in the news topic. Is NSC a head? We are making these changes. What are the rules in other countries? We should put the same day as the expiry date and all exchanges should follow the same expiry day.

So how do you say that speculation will be less? But there is a very interesting logic behind this. That is why BSC stock fell. Let's talk about it in the news topic. And I forgot to mention one more thing. Related to China, it seems that China has increased defense pending orders by 7.2%. This is geopolitical.

I think the uncertainties are very high. Who will benefit first? That is, defense companies. I mentioned it in yesterday's blog. The Chinese are also increasing their defense-related budgets. Some countries in Europe are also increasing their defense-related budgets. But this uncertainty related to Trump has cooled off. Again, the elevations related to defense space may not be very visible. So, the more uncertain Trump is, the more defense-related budgets will be important.

Ultimately, I want to tell everyone who is wondering whether the market has increased today or whether it will continue to increase or fall. According to valuations and logically, the market has reacted in terms of price action to geopolitical tensions that are so negative. After such a recent fall, we have a chance to stabilize here after a very strong fall.

But tomorrow, which is not expected to be positive. If it falls again in the morning, you will be hurt, so we should learn to be neutral as an investor. Because when it rises, you are happy now, right? If the market falls again tomorrow, we will have to take double the pain. Therefore, only after we observe what kind of stability there is going to be in the market for at least another week, we will understand whether this recovery is a real recovery or not. Personally, I felt very good about the way the market reacted today. The ending work also closed strongly on the upside. What are your opinions? Is this recovery a real recovery or a fake one? I have expressed my opinions very openly. I have shared my opinion with you. If possible, share your views related to this recovery in the comment section. 

New F&O Rules :-

Traders have become a bit confused due to this single update made by NSC. Keep traders aside. Those who invested in BSC also got into trouble today because the market has risen so much. This is the main reason. So both traders and investors, particularly those who have invested in BSC, should pay close attention to this. This single decision taken by NSC may not have any impact on traders, but it has  impacted BSC. What is the decision? Weekly contracts related to Nifty, monthly contracts, quarterly contracts, half-yearly contracts, all of these also expire on Thursday. They changed it to Monday for us. So, quarterly, monthly, half-yearly, we are getting very confused. Put all of them aside and think of them as weekly contracts because month  The end contract can also be seen as a weekly contract. In general purpose, there are four expirations for four weeks. Every weekly contract that used to expire on Thursday has been changed to Monday. Due to this, is there a chance that NSC will have a huge profit? There is a slight advantage, but who can have a huge loss? BSC will have a loss. I will tell you how and traders related to this very important thing. I will share it in the ending of this whole discussion. Listen carefully. But first, let's see what kind of loss BSC will have. To know that, how it was in the past? Friday was the expiration of Sensex. Thursday was the expiration of Nifty 50. But due to this, BSC did not get any big advantage. Most of the traders, that is, Monday, Tuesday, Wednesday and Thursday, focus more on Nifty 50. Who cares about Sensex?  Since only Friday is remembered for Sensex, what BSC did wisely was to change the Sensex that was on Friday to Tuesday. So the advantage of removing the Friday Sensex and changing it to Tuesday is that when the Thursday Nifty 50 expires, traders will have the next immediate expiry Sensex A. Therefore, those who do Sensex A on Friday also do it, that is, those who do a little more than they did before. Even on Monday, there was some focus on Sensex. Tuesday is also the expiry, so the focus was on Sensex. Before that, there was only one day of focus. Now, to increase the market share next to Sensex, one, two, three days, the strategic decision that BSC takes from Friday to Tuesday is to keep changing the decision. Keeping changing the Sensex has given BSC a good edge. The NSC people noticed this and changed the Sensex from this Friday to Tuesday. They changed to BSC, they are slowly gaining market share, but we changed to those days, that is, even on those days, if Nifty 50 did not go to BSC, the market share should have gone, the focus should have been NSCA, right? But we also do one thing, if there is a gap between you and us, you will get an advantage, so what I will do is not Thursday, I will also come to Monday, I am bringing the expiration to Monday, so that after my expiration, in the coming times, Nifty 50 also comes from Thursday to Monday, so my expiration is only after Nifty 50 expires, the Sensex expires, so it goes to BSC only on one day, the remaining days are Wednesday, Thursday, Friday, but Sensex and Nifty are considered equal, and usually most of the traders have the opportunity to trade more Nifty related to NSC. Sensex has a chance to decrease in terms of market share in the past in terms of FNO. Due to this, will NSC have any major advantage? I don't think so. I have an advantage but in a small way. But who has a big disadvantage? That's what BSC is saying because I said before, there was a Friday edge, there was a Monday edge, Tuesday was also an edge as an expiry day, but now if NSC comes to Monday, the Friday edge will decrease a little, the Monday edge will decrease a little. Tuesday should  be normal for them. May be there will be some increase in the rest of the two days. Will it be a little better than what it has been so far? Due to the absence of Nifty 50, but they see the impact of the main days as negative. That's why we haven't seen much growth in BSC stock, which has increased so much in the market today. Right, this has become the BSC point of view. And traders also understand one thing that the contract related to Nifty 50 will expire on Thursday, not on Monday. There is no   need to remember that the weekly contracts, not on monthly, quarterly, half yearly and even Nifty 50 contracts will expire on Thursday, not on Monday. The main point is that from April 4th, it will be the first expiry and even Bank Nifty Fin Nifty Mid Cap Nifty Nifty Next 50. All these contracts and all the monthly contracts related to stocks will expire on Thursday, not on Monday. Traders will remember that the decision is being made. But the BSC investors will have some impact on investors. The speculations in the market that it will go negative have been reflected in the stock, but here BSC can take another step. What if BSC again? If you sell the Sensex expiry on Tuesday to Thursday, then after the Nifty expiry on Monday, then again on Tuesday, Wednesday and Thursday, the Sensex sketch is true. After Thursday, maybe Friday will be the focus on Nifty 50. So I am sure that the BSC will change the Sensex expiry in the coming days. We do not know whether the stock will rise or fall on that day, but we are not talking about the impact related to the stock, but in terms of business, the Sensex expiry on Tuesday is likely to change in the coming times. If it comes to Thursday again, will it bring Nifty 50 to Wednesday again? So if they bring it to Monday again, will they bring it to Tuesday or Friday again? I do not know where this impact will be. I will tell you this simply and logically. See what the NSC people mean by Sensex. If you put the Nifty 50 expiry next to the Sensex expiry without giving a gap of more days, without giving a gap of even a single day, then it will be profitable for NSC. Therefore, wherever the Sensex expiry is, close to it, one day before it, one day after it, one day before it, but for BSC, the gap between Nifty 50 and Sensex is as much as the gap between them, and the number of days the gap is, the edge will  come to Sensex. Therefore, Sensex means BSC. However, they want a gap of two to three days for their Sensex expiry. Accordingly, they keep changing the dates for both of them, confusing the traders. Let's wait for BSC's answer. 

Promoter Buying List :-

This is from January 1st to March 3rd. See how many transactions the promoters have made in relation to which companies. Here is the number of How many times have they bought in transactions, that is, every time they find it attractive, they try to buy it. How many times have the promoters bought in which companies? How many times have they bought? How much quantity have they bought? Quantity is not enough, because depending on the stock price, you can buy 1000 or even a lakh, but what is its value? It is most important to arrange it in a proper order. Since they tried to buy,  stocks have fallen in recent times. So how much has the stock price fallen from there? How much has the stock price fallen from the 52-week high? And is that company mid-cap, small-cap, large-cap, so putting all the big companies first and putting the small companies last? All this is valuable. Promoters are buying those businesses without checking them. Insiders are buying them. That means they can leave. That means they can sometimes become a trap. So, promoters may be buying them to reflect in the data. So, our pure execution is not that someone is buying them. If these promoters are buying in this company, they must know something. Is there  any data that can be useful for us to know? In those companies, we need such useful data to study whether the company we are tracking has recently made any announcements, made capex, announced the company's growth plans, etc. In a market fall, such useful data helps us in the work we want to do. So, I am putting this data in front of you. 

RBI New Bad news for NBFC?

Anchorage and today have you noticed that Bajaj Finance or Chola Mandal but most of the NBFCs have fallen today. The main reason for that is that RBI is telling big NBFC companies that they are not giving lines of credit as they like without knowing the real time data of the people who are giving loans. Does this make any sense to us? Look here. Perpetual lines of credit. Even if you try to google this, you will see some data that we do not understand. I will explain this to you in a simple way. Let's say you are an NBFC company. You have data related to me. I have account details. All these. What are you doing? Every month, here is this for me. You have this pre-approved personal loan. Otherwise, you have a car loan. Otherwise, you have a vehicle loan. Whatever you want, you take it and send it to me every month. You will access and tell me what if you do not have my CIBIL score. How did I give you credit data even though it is in the past?  You will continue to give me loans based on the money you have received. If I go into a financial crisis at some point and take out all the loans, that is, I have taken loans from banks, I have taken loans from you, I have taken  loans from everyone, you will be at risk, so don't  give perpetual lines of credit without tracking proper data, as RBI is saying. This is not yet official. The concern is that the RBI is giving out through sources.  Due to that data, NBFCs have not given pre- approved loans, car loans, home loans, etc., but if they have not given all these and got money, they will not give it only if they apply. As on NBFC, you don't say, take this loan or that loan, if he wants it, he will apply and give it when he applies. But if you  give a pre-approved loan yourself without applying, he will just With a single click, it gets a bank account and when there is a financial crisis,   everyone gets pre-approved from everyone. Everyone gets affected. And the same thing  happens in banks. Banking apps also keep giving us pre-approved loans. That is, when did you actually get money from banks, how much salary did you get, what are you spending on, how does your net worth change on a monthly basis?  There is real-time data. NBFCs have what they give loans to, what is the loan repayment, and what is our data beyond that? They go there. So, banks are not restricted here. The RBI is  trying to restrict NBFCs. It has not been officially confirmed. Some say that RBI has said this. Some say that RBI has advised. But it does not come in the form of rules. But NBFC-related loans are not pre-approved. You can get loans yourself without asking for them.  The only thing that is given is not to do it like banks, banks have real-time data, you should not do that, it seems that RBI is suggesting that, let's see if these come in the form of rules, otherwise all these are just rumors and not facts, will RBI clarify that we did not say that, but it will be updated in the coming times, but with a fear that this will happen, most of the NBFC companies today, when we have such a market rise, they should definitely increase, right? It did not happen, but it fell. 

Hitachi Energy India Ltd. :-

Next, some stocks are upgrading relatedly. This is very interesting data, they are sharing it. You should pay attention if anyone is investing in Hitachi Energy. In recent times, they have posted good numbers, after good numbers, they have also given strong guidance. Related to this, Goldman Sachs has released an interesting note in which they say that they will get orders close to Rs 10,000 crores. We expect According to the guidance they are giving, it is likely to go to 18 thousand crores and their margins are also expected to be 8% in the previous years. It is expected to increase by more than 200 basis points and then in the financial years, the margins will increase and increase the orders. Then, increasing the margins will lead to good profits for them. Overall, we thought that their previous view would go to 8250, but it is not. 

M&M Ltd. :-

Now, we are seeing that this particular company will go to 13350. The   main reason for the stock to rise close to 8% today is that UBS is related to M&M. Something will happen to Tesla. The stock fell 19% in recent times due to fears. It was an overreaction. Tesla came and did M&M. But other Indian car companies are not doing it, it is a premium segment, so UBS has shared its opinion that the stock will increase. What they are saying is that in the coming times, whether it is SUVs, electric vehicles, tractors, or even mood, volumes will grow strongly, profits will also come in good, which will take M&M to the top. In the past, they said that they had cut the target they had given. What they said in the past was that it would go to 3460. But they cut it and went to 3300. But there is no water to fear. UBS also released a note with a confidence that the stock will increase from here and give profits to investors. With these two notes, the stocks have increased today. 

AC Shortage

According to the stories of Next NTV Profit, it is known that this time the shortage of AC is likely to be higher. Every summer, we have heavy sun due to AC.  We see a lot of demand for refrigerators, coolers and even cool drinks during the season. But the interesting thing is that when we think of ACs, who remembers them? Oltas Blue Star is the only one. But Amber Enterprises, who does business with them, is this pack durable? Johnson Controls, Hitachi. They also have an advantage due to these. NTV Profit is saying that AC production is likely to be hit in April due to demand. But due to compressor-related delays, AC production is likely to be hit in April. But at the same point, sales increase by 25 to 30%, so there is scope for out-of-stock situations due to this high demand and compressor delays. Indian AC market situations are out-of-stock situations and IMD is also normal.  Temperatures will be above normal this time. In some states of India, the temperature may even reach 40° this time. IMD reports are coming that the demand for ACs will increase in the coming times. They are saying that many companies will be out of stock due to compressor delays. If there are any people who want to buy ACs, that is, if there are  any people who want to install ACs in the summer, then try to buy them first. Is this a good profit for AC companies? Let's think logically. The companies mentioned in the beginning, AC companies, have seasonality in everything. Every year, they definitely have good sales in the summer season. No doubt about it. But if you compare it year on year, it is also increasing this time. That is a very good thing. The market takes it positively, but they say that they will be out of stock due to compressor delays. They know that the demand for summer should also increase. But the compressor is delayed. If it is really out of stock because of that, then it is not a big boosting factor for business and sales, but due to such statements, everyone buys ACs in advance and there are still huge sales in that summer time and pre-summer sales are good, summer sales are good. If all this comes with stronger numbers than expected, without any compulsory deleveraging, all this is just like rumors and finally good sales happen in pre-summer and summer, then the market will be surprised. Hope you understand this logic. 

Short selling

SEBI has imposed restrictions related to short selling in stocks. In the past, they have imposed restrictions related to short selling. If they are trying to ease the rules related to it, updates are appearing. Data shows that short selling is allowed in all other stocks, except those in the t2 t segment. This is very important because this is FIS. The main demand is that non-FNO stocks are banned, I think it will be implemented further strongly from January 2024, which means that cash market volumes will also fall strongly because FIS or institutional players are more active in short selling that to non-FNO stocks, so stopping it or banning it will also impact liquidity. Some brokers have gone to SEBI and SEBI is taking it into consideration. Updates are showing that if friends allow short selling, liquidity will definitely be better, but along with that, volatility will also increase. So if something is a bit expensive, big players will definitely try to make a profit through short selling and that Is it better to remove or keep it? That is, we should always leave the market somewhat free. Whatever is happening in other countries, market forces are balanced only when they are allowed to happen in our country. Therefore, SEBI will definitely be happy if FIS takes this decision.  After this, we will see how FIS's activity changes in terms of cash market. At least SEBI and the government are also taking some decisions related to FIS. If they feel that they are changing things in terms of tax, if they use it in terms of rules, they will also have a chance to rethink investments related to India. 

RED ALERT!

We should talk about next-gen engineering. Whenever any stock is falling heavily, if you have any, let me know. I said that I would share further details in the comment section. There is a 35-34% retailer shareholding, but our Many of them did not seem to be holding it, but those of us who said that we are holding it, let's share important data with them. I  am discussing this topic again. Friends, now what you are seeing on the screen is Anmol Singh Jaggi, who recently sold some of his shares related to Gensol Engineering. If you look at the statements he made, what he said, if you look at what he said in the last investor meet, we will become net debt free. In the coming times, they are telling long stories related to debt reduction. They sold very interesting themes to investors, that is, they sold dreams. Now they are not able to repay the loans they took. They gave a default rating related to them. Leave that aside. ICRA is another rating agency. What are they saying? They have committed fraud. They are making updates saying that they have given the leading documents to the loans and have committed fraud. Out of these 94000 investors, if we put aside all the other investors, there are approximately 92000 retail investors and public investors. So how did they downgrade them and give them a default rating? That's the end of the story. Now ICRA is also accusing them of giving wrong information and taking loans. This is even bigger. They could not pay the money. Well, their financial situation is not good. The accusation that they have given wrong documents and taken loans was made against them by ICRA and the rating agency. Gensol should  come out and clear this as soon as possible. It is not one rating agency, two rating agencies came out and spoke. And if Gensol Engineering has been impacted in the coming times, who are they? When you see that loans have been given, the people you see on the screen are   those who have direct exposure to term loans related to Gensol Engineering. IREDA has 636 crores, PFC 335 crores, ICI Bank and Bandhan Bank have also given loans of around 25-26 crores to Gensol Engineering. What I want to  tell investors is that it will take the same amount, don't make an average. If you want to decide after getting clarification from the company, wait for the company management to say what they want, but if you don't think it will happen, please don't buy because it is available in PE. The guidance given by the management is the same, what has changed? If you think about business, there is an allegation that loans were taken with wrong documents. Did you see that until it is cleared, no investor, even big investors, will get involved, no matter how much it costs. This is for those who have already invested. I am saying that those who want to buy new, just say, "Will it fall?" and then buy or average it, it will be a completely blind move in such cases. Be careful, 

Jai Corp Ltd. :-

This particular market fell not in the fall, it fell before that. What is the main reason for this? They have a large amount of lands under them that are worth thousands of crores. Their value is in thousands of crores, but it was said that they sold them to Reliance Industries in a very short time. That was a big scandal. At that point, when the data came, the stock fell by close to 20% that day. Because whoever is running that Jai Corp company is called Mukesh Ambani's right hand. If it is a right hand, then okay. But  what about the situation of the investors who invested in Jai Corp? The investor gives that valuation to it with the belief that the value of that land will be in thousands of crores.  Night after night, he meets with Mukesh Ambani and does this. Will they sell it? At that time, all the investors were talking loudly, saying that this is a big mistake, but the answer seems to be coming now. The CBI has registered an FIR against the owner of Jai Car, Anand Jain, for almost 2434 crores of fraud and if the CBI is filing a case, the data will be visible. Let's wait and see if there will be any final justification. And the CBI filed a case against him, and the stock has gone up. Will there be any justice for the investors? The government will come forward regarding the transactions that took place in the past. Something will happen. Investors have a small positive hope. But let's wait and see what the final conclusion will be. 

Granules India Ltd. :-

Granules has received a warning letter from the US FDA in the past. What was the   warning letter for? Related to a very important manufacturing plan. You have released that data, saying that you have clearly stated what the reason is. You can see the data that they received that warning letter from the USFD. There are data integrity issues, quality issues and contamination related issues. Small animals, birds, insects are also entering their plant. Proper hygiene is not maintained. Return procedures are not followed adequately. All this data is being said in the observations of the USFD. It is because the Gagilapur facility contributes 70% to their revenues and they are not able to maintain this facility properly. If it is not good in terms of stock related, but this is already the stock that has reacted. When the warning letter came, the stock fell heavily. Probably after the warning letter, they will adjust all these and go to the USFD again. So, the stock will be big. There was no reaction after the updates, but investors should also know that they had received a warning letter with some observations, so I am presenting the data fresh, so there is no impact due to this. 

Tata Motors Ltd. :-

Tata Motors has started its journey related to hydrogen truck trails. These trails will run in the next 24 months, meaning two years. These trails will run related to hydrogen internal combustion engine H2IC and fuel cell. These trails are being updated related to Tata Motors. 

Grasim Industries Ltd. :-

Grasim has entered paint production. Aditya Birla has entered paint production. Birla Opus Paints is increasing its capacities. It is seen that they are increasing their capacities related to water-based solvent- based and distemper.   

Avanti Feeds Ltd. :-

Avanti Feeds is there, they are also entering the pet market. It seems that they are starting Avanti Pet Care Private Limited, which is mainly bringing cat food. It seems that Avanti First is  entering the Hyderabad market first. When we say Avanti, we remember shrimp. Shrimp means this. But now they are also entering the pet market, particularly the cat food market. 

Nazara Technologies Ltd. :-

Nazara Technologies is said to have bought Zepto Labs for about 1 million dollars, that is, 8 crore 74 lakhs, and is strengthening their global gaming portfolio. This is a UK-based company. 

Apollo Micro Systems Ltd. :-

Apollo Micro Systems has   received new orders worth 50 crore 97 lakhs from multiple private companies. Next said that these have been received in the last four months. They have made updates that they will execute. 

L&T Ltd. :-

They are telling the exchanges that L&T has got major residential projects in Mumbai, Bangalore and Chennai. They have got contracts for two ultra-luxury high rise towers in Mumbai, 14 luxury towers in Bangalore and 25 luxury towers in Chennai on a design building basis.  

Muthoot Micro Finance Ltd. :-

The updates show that they have got the contract for Muthut Micro Finance, which is under Muthut Finance, and they have got approval to do Aadhaar and KYC for this company. Furthermore, they will start getting revenues from this space as well. Therefore, their business will increase due to financial inclusion with tech-driven solutions.

 Neogen Chemicals Ltd. :-

We should talk about Neogen Chemicals. Has anyone heard that there was a fire incident in their plant in Gujarat. There were no injuries, even though there is insurance for it, there will be damage, but the plant will not be damaged, but the production will be temporarily impacted and they will inform us further when to restart. Neogen Chemicals is saying that as part of a one-time settlement. 

Reliance Infrastructure Update:-

Reliance Infrastructure is clearing their debt with Jammu and Kashmir Bank, which is discharging the full and final debt by paying approximately Rs 90 crore 50 lakhs along with interest. They have cleared all the debts and have updated this bank. 

Welspun Specialty Solutions Ltd. :-

Welspun Specialty is related to their super thermal power project worth Rs 231 crore 77 lakhs from BHL, and they have received 4050 tons of stainless-steel seamless boiler tubes from BHL, which is located in Trichy.  Information is going to the exchanges that they have received the order. The exchanges are being updated that. 

RVNL Ltd.:-

Rail Vikas Nigam Limited has received a project worth Rs 720.29 crore from Himachal Pradesh State Electricity Board.

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