Stock Market Analysis 27 Jan 25 :- Sensex, Nifty and DeepSeek AI Impact on Global Economic
Stock Market Analysis 27 Jan 25
Now let's talk about the markets. Before
we talk about everything else, for whatever reason, the market fell, our
portfolio. There will be losses but large caps are coming to some important
levels. I said earlier, the market is 23500 to 23300, but if this important
zone is broken, it will be 22500. There will
be an Oscar that goes to 22700. That is the third important support that I see
in terms of the market. This is a blog that was made three months back. When I
said that if the market is falling, at which levels I will put some money, the
last level that I see in the market is very important support, if I look at it
in terms of Nifty, it is 22500. I said, if the market starts its journey to get
to 22500, we will see it with today's fall. So, open the charts and see what
this gap is historically, 22700 to 22500. It is a very important support. If
anyone is thinking of investing in large caps, let's invest if the market
reaches an important level That level is important. You may notice, but if you
notice, I have shown this chart in the blogs in the past in terms of small caps
and even in terms of mutual funds. In the blog too, their valuations are
slightly higher than the present mean valuations, so let's wait for a few days
and if the markets fall further in these mid and small caps, then let's focus
on them. So I am not saying to stop lumpsum SIPs related to mid and small cap
mutual funds. But for the sake of
simplicity, this too has come at the right time and is attractive and at a good
value. It's not just me. You can see that the mid and small caps are still
related in the market. You still don't hear a strong voice. So just go to the
screener website and go to Nifty Small Cap 250 and look at the last three. If you observe where the price to earnings
ratio is in the years to come, even after the current market has fallen, you
can see that we are getting good value only when the market cools off a bit.
Small and My opinion is that there is no reason to rush for those who want to
invest in mid-cap mutual funds. There is no need for those who are doing SIPs
to stop. But in terms of large caps, particularly in terms of Nifty, the
important support that I am seeing is 22500 to 22700. I wonder if it will fall
from there. But when I get close to that level, I If I have some money, I will
try to put some in the market when it gets close to that level. That is my
personal opinion. If it keeps falling from there, you guys talked about three
levels three months ago. If it keeps falling from there, I think FIS won't sell
that much in the coming days, even globally.
We know this deep CKI, all this stuff comes overnight. They published it
on January 20th, but after that, people kept using it. Will there be iOS, will
there be an iOS related to Apple? Is there a number in it? The launch of One
App has created a stir in the entire global tech and AI industry. With this, similar things are happening in global
markets overnight. Today, our markets have also followed suit. We need to see
how the selling of this FIS will be and how it will be on the intensity. So, if
I I think these three levels are still near 22500. We have multiple events in
the near future. I will talk about that as well. I am expecting the market to
stabilize somewhat. I am thinking positively.
Not so in terms of small and mid-caps. Small and mid-caps may go through
some more correction. The levels I am
observing are completely different, I have shown you in the blogs in the past,
I am completely different in terms of them, but in terms of Nifty, index funds,
I have been investing in ETFs and index funds in recent times. There are those
who make investments, right? I am saying that in terms of Nifty, 22500 is the
important zone that I am looking at. But if the market comes, I will tell you
which events are within this. In those events, even a small positive sentiment
is seen in the market trigger. Nifty in particular is in the markets. I see a
possibility of recovery, so I have been talking about these zones in the past,
but as a small standard, I cannot control the market. I am also a market
participant like you. I do not know
where the market is going or what will happen, but I have seen the market come
close to many levels in the past and how it reacted. The levels that you have
made are the ones that you have gone to on your own and what levels you have
reached. I have shown this in many blogs in the past. We are still attractive in terms of Nifty and
large caps. We are still attractive in terms of mid and small caps. No, we are
at attractive valuations. When we are falling, we have value when we buy on
dips related to the long term. There is logic in keeping those dips near
important support. I am showing you those levels. Don’t take any decision based
on that data alone, but the whole thing that is related to this deep seek. Information: In today's news topic, I told
you to watch it as a must and should, so let's talk about the events. I am
giving you a detailed explanation here. Once you have observed the screen, you
will see that the main event is February 1st for us. After January 31st,
February 1st for us. The data related to the Union Budget is updated. Narendra Modi is making statements saying
that this is the most awaited event related to the budget. Not only for us but
the whole world is watching our budget. Prime Minister Narendra Modi said that
this time the Indian budget will give hope not only to India's aspirations but
also to the world. These statements are being made to make the citizens of
India feel that even the budget related to the budget will give them a good
boost. All these statements will increase the expectations of how the budget
will be this time. I am also putting another important aspect on the screen for
you. Pay careful attention to when the budget will come to us. Is it usually on
Saturday this week? Saturday is a
holiday for us, but this time it will be a working February 1st. Before
Saturday, you will get an update related to FOMC and Fed on Friday. But
remember, there will be no rate cut. Look at the expectations in the market,
they will hold the rates, which means they will not change the rates, so don't
be surprised there. The whole thing is that the market knows that the Fed will
not cut interest rates, but Trump said he would talk to the Fed chairman. In recent times, I know what to do about
interest rates, how to cut them, we have to cut interest rates, we have to
boost the market. It remains to be seen whether Trump will be able to cut
interest rates by saying anything.
The market thinks that they will not cut it. And mega-cap earnings are almost 40% of tech stocks. According to a weighting, Tesla, Microsoft, Meta and Apple are close to 40% of the results on Wednesday and Apple results on Thursday. But they are coming and with regard to China, they will have holidays from January 28 to February 3rd as part of the New Year, their markets will be closed. With regard to Mexico and Canada, Trump has clearly said that tariffs will be imposed from February 1st. It is the last time and our budget is somehow February 1st. You should remember that there is also an RBI meeting on the 7th of February. It remains to be seen whether the RBI Governor will cut interest rates this time. There is a lot of drama going on here related to Canada. Do you know what US President Trump is saying globally? All Canadian business is with us. Close to 90% is with us. As a trade partner, if you are getting billions of dollars of business from us, should we sit back and watch and impose tariffs on you? If you are making so much profit from us, then you should not be subject to more tariffs on you, then become a state in our US states. There are statements like "let's get together" and Trump is trying to integrate Canada into the US no matter what. There is another angle of geopolitical things behind this, but it is logical to discuss this at this point, so I won't talk about why he wants to integrate Canada into the US. And in addition, the US President Trump is imposing an urgent 25% tariff on Colombia on an emergency basis, and the tariff war has also been declared as Colombia-related, but this does not mean that it has become a major concern.
SEBI Update :- this time our SEBI Chairman does not seem to be continuing. The notification for the new SEBI Chairman has come from the government side. It remains to be seen what the priorities of the new SEBI Chairman will be. But the current SEBI Chairman has brought many circulars and reforms to impact the entire stock market in various ways. However, he has done so in his own way. Work has been done and you can see that many circulars, many consultation papers and drastic measures have been taken and finally, with the steps taken, the participation of the retailers has also been very much followed according to the FNO data coming in recent times and on the work of our already existing SEBI Chairman. Please share your opinion and also your thoughts on the services they have rendered related to the stock markets in the comments section. The tenure of our current SEBI Chairman will end on February 28th, so we thought he would continue on his own. But this time it seems that the government is also releasing a notification for the new SEBI Chairman to come and towards the budget, FIS and clients are going with a strong activity. Clients are either strong bullish or FIS are either strong bearish. FIS and consistent selling with net shots close to 80% Not only in FNO, but also in futures options, consistent selling towards the cash market side, FIS has also been selling in recent times. This month, the data has not come yet, if it comes, I will add it too. This month, FIS has been selling close to 69000 crores, more than 260000 crores in the Indian equity markets in the recent month. If we sell, we understand
coming to
market in recent times when these zones are near the recent high, which is the
market is near 23,400 zones and if it goes above the recent high, there is no
need to see the short-term market rising. As we thought, the current market is
following and will come close to 22,500 to 22,700. Therefore, if anyone wants
to sell further aggressively here, they should be a little careful because this
is important. Support can give a break, it can close below the break, if
someone wants to say why the market has fallen, remember that supports are not
meant to grow from there, but to grow. So, even if we have a clear market below
the supports, it is not logical to make aggressive shots when approaching the
supports. For beginners, I am saying that the market has come close to 22500 to
22700, so after seeing the market falling for so many days, today, next time
the market falls by 100, 200 points, or even close to 500, it will rise. Don't
be afraid that it will fall further when it appears near 600. If the market
closes at 500 B in two days, I will talk about the next important supports that
are further related to the market. But until then, I think I should sell
aggressively near this zone until the market goes to 22500 B. I don't think
that unless there is a big event in the market and a strong reason to push our
market down, I don't think that these levels will be held so easily without any
logic. So if I were at these levels, I don't think that the market would fall
down easily, but at least it would rise. I don't believe the market will close
above these recent highs, so I suggest you stay away from the market for a
while, as there is a particular event coming up. Many people have been
commenting below in the past, you know. Stay on the sidelines every time. This is
not good. Overall, our market is volatile. Stay on the sidelines. Friends, they
say, "When should I trade again?" Every day, you are putting your
capital at risk. When you come close to important support and you don't know
whether it will break or take support, wait. If it breaks, let's see after the
break or if there is a reversal from there, if it comes above our important
levels consistently and closes, then there is logic in knowing our view clearly
and moving forward later, but we don't know what will happen. Even when there
is a 50/50 probability that the market may move with great volatility, we are
still trapped. Even if it seems like there is a chance of falling, it is not
right to fall. We still have clarity on the market. Those who think we have our
own setup can move, but I tell beginners to stay away from the market for a few
days, particularly until the budget is made. This is how it is. Don't get
trapped in volatility events
FIDI Update :- just now FIDI data will be updated. DIS seems to have done well in this fall. Around 6600 crores were bought today. Money may have probably gone into the banking space today, so it is holding somewhat strongly in the coming fall. Where is FIS? However, they are selling close to 5000 crores even today, so it is almost 74000 crores today. I was thinking of uploading a blog showing that a sale of FIS is going on this month. A few hours ago, I got this circular in a notification from the RBI side, which means they have updated something. This is also an ad. This is actually a positive sign for our markets, which means that we are likely to have rate cuts from the RBI this time. This is a reference for us to keep in mind as we are expecting open market operations from the RBI. If the RBI wants to give us a big liquidity package like they started, it is understandable. This is good for the markets. So how will the markets react? I don't know how much it will increase with FI selling. So instead of saying that this is good, it will increase tomorrow, we should understand that the RBI has taken action. You can understand, open market operations. Let's talk about this tomorrow if possible. The blog length has already increased a lot. So, I will discuss this again in tomorrow's blog. The RBI is going to start open market operations in the market. We can expect that there will be some action this time, probably related to the rate cut. So, remember this as an update. If you know what these open market operations mean, tell us in detail about it. I will explain it to you in tomorrow's blog as a separate topic in the news topic. Those who are interested in knowing your opinion, please leave it in the comments section below.
DeepSeek Update :- told you in the market analysis that this deep search is related to chat, GPT, NVIDIA, and with this one update. Let's talk in detail about why global markets may have followed suit today. Friends, if you do n't know what AI is, what Open AI is, what Chat GPT is, etc., I will also explain the business prospects to you in a simple way that you can understand. Try to Read with some focus. Chat GPT, do you have an idea? Those who open Chat GPT have a valuation of close to $14 billion in 2021. Now, according to the most recent valuations in 2024, it is almost $160 billion. That's more than enough because it's not a generative AI that can be created overnight. They put a lot of time and effort into training their entire systems with data and giving proper answers to even human questions. So, they've spent a lot of money on this, even Microsoft has. At a time when people thought that they would never go back to Open AI because they were involved, the Chinese made an announcement related to Deep Search AI in December 2024, which meant that we were also entering artificial intelligence, particularly generative artificial intelligence. At that time, no one took it seriously. It was updated in December, but no one took it seriously, but keep an eye out on January 20th, we are launching a new version of Deep Search at 5:30 PM on January 20th. We are launching R1, but we will leave the performance to you. If you compare it with the paid one related to Open AI, this is the one that is paid, this is the one that is open, see how our Deep Search R1 free version compares, and some studies related to this are posted by the comparison people. Even here, the market did not take it seriously, but look at the data, the studies related to it, and in all of these, Open AI has spent a few billion dollars so far and has designed it, but in just two months, they spent only 5.6 million dollars to make this entire Deep Search. It took 5.6 million dollars where is chat GPT a valuation of approximately 160 billion dollars close to 160 billion dollars so one billion dollars = 1000 million dollars such that 150 160 billion dollars related the company with the deep-sick valuation spent just $5.6 million on a hedge fund. All this is about them spending $5.6 million and bringing it in as competition and showing that this is our strength. I said at the start that it would have a big impact on Nasdaq, but the current run is It will be seen how much this will go in the coming times. I am saying that this has shocked the entire market and particularly the industry. Therefore, they are providing such services for free. If you look at the Apple App Store iOS, you will see that Chat GPT is also the number one app, Present Deep Search AI. Assistant will go ahead and now that I've spoken, many people will hear about it and install the app, but remember, it's China-related, so the data you're giving them is shared with those who are related to China. So, the data is related to all Chinese people. We must remember that our related data is also going there. So, I have to say that its origin is China. I am underlining this once again. Look at any financial platform. Just do a Google search today. You will definitely see an article called Deep Search. I was shocked here. Do you know why? In the past, in just two months, compared to the fact that the Chinese were able to achieve this feat by aggressively improving the rain with just 600 million dollars is something they are definitely doing against us, but in this one aspect, they have achieved a breakthrough because it is related to opening up to the whole world as if we are the king. They are trying to move the chart GPT from where it stands and do you know what else is interesting here? The chart GPT that opens requires close to 10,000 NVIDIA GPUs to train the data. 10000 that too should use advanced level GPUs so Nvidia stock has increased so much that AI boom is coming all data is going to change the world and chart GPU is going to be there which means whoever is going AI related should definitely use Nvidia systems or their chips. Nvidia stock has increased hugely but now this deep Deep Searchers are releasing data to show that they are able to provide proper results even in low-end versions, and that AI-related data is coming in the coming times. With the revolution and chip related, doesn't Nvidia have a big advantage? Because they say there's no need for that much GPU. Almost 80% of us need less compared to when GPUs are open. They keep saying that in the coming times, generative AR will grow strongly in the entire industry. Even though it doesn't require that many chips, they are optimizing it in various modes and they can run it even with a low GPU. We saw some impact in the Nvidia stack with the updates. Let's see how Nvidia reacts in the coming times and my strong suggestion is that if you see Nvidia stock fall 10% or 20% in the coming times, don't rush ahead. If you remember, a long time ago, you were selling NSC stocks outside. Someone will come and sell NSC stocks to us. They might say they will sell it for that much, but be careful, with the rules taken by SEBI, a lot has changed. This broking or RE exchanges like NSC or BSC have very different scenarios, different sets of numbers are going to come in the coming times, so anyone who has any idea about this is welcome. I said be careful if you believe in NSC shares despite the low price. Even now, we don't know the impact of this deep-seek related, so if anyone is making investments in the US related, particularly in the tech space, then if the market is falling in the coming times, then wait a little. Let's be clear, if this is a major breakthrough, a huge update, like free, and we don't need all the GPUs, and Nvidia doesn't have any shadow over us, we 'll be typecast with another company. If any such statements are coming, it will create a strong disturbance in the US markets. I think this is a further discussion. But it will be in the coming times and some time back from here, some days back internationally, Microsoft CEO Satyanath also said that we should take China-related developments very seriously, not seriously, but very-very seriously. Something is going on in the world of artificial intelligence. Let's see what developments will happen in it in the coming times. How will it impact the US markets? What is happening through it? Will our markets stand next? Let's try to find out what kind of impact it will have on our markets in the coming times. But let's focus on this, which is to say, neglect. Let's focus on what needs to be done. If there are any important developments, I will definitely share them in our blog.
ITC Hotels :- we should talk about ITC Hotels. ITC Hotels will be listed on the market on January 29. We are seeing data on financial platforms. The price recently discovered on NSC and BSC is ₹ 260-270. How do we know that it is close to ₹440? ITC share is an If we add 260 to it, it will come close to 700, so 440 + 260 will be 700, but no, because for 10 ITC shares, one ITC hotel will be given, so the calculation will be different. This is the discovered price. This is the NSC BSC related to the Discover and Price, but on the day of listing, we will know if it is the new price. It should be noted that in the coming times, it will be known that ITC Hotels will be a small cap company, so it has a small market capitalization, so it will also be related to the MSI index, so it will be moved to the small cap index. And the most important thing to remember is that no matter how much it is listed, it will be based on the Nifty in the coming times. There are mutual funds that invest in it and there are also mutual funds that invest based on the Sensex. They invest in it because it is the Nifty 50. It is in the Nifty 50 so in the coming times these ITC Hotels will also be in the Nifty 50 but after a few days they will somehow be taken out so those ITC Hotels are not part of the Nifty 50 so all the mutual funds that want to invest in the Nifty 50 will also sell the ITC Hotels stock and sell it at a certain rate. Mutual funds invested in Nifty related stocks sell close to $100 million, while mutual funds invested in Sensex related stocks sell close to $65 million. The question is whether the buyers are strong enough to handle all this selling or not. So, this data is very important and we all have it in mind. You should keep it in mind. If you give it a few days before starting, you will get clarity if you see where the price settles, because Nifty trades within t+3 days and Sensex trades within t+3 days. However, if we want the listing to be 29, it will be removed from there within another three days. Then, before that, slowly No, friends, from there, where will it settle in one, two, three weeks? From here, four days ago, on January 20th, in our market analysis blog
Laurus Labs Update :- we talked about how their ARV business is related to Lore’s Labs and why this ARV business will be impacted by Trump's exit from WHO. We talked in detail, right? This is very important because it seems like something new has come out today, like an update came out overnight, and all these stocks are falling because of it. Look at it today. You will see updates on many financial platforms on Twitter. Huge negative for all ARV players. Like Laurus Labs, Aurobindo Cipla Straits, Aurobindo has very little ARV business, but I said it clearly in the blog that day, if anyone is listening, from almost 17 minutes to 21 minutes, I also said that this is related to Laurus Labs, don't miss it, this Trump What kind of impact is the decision taken by them showing on the ARV business? There will be a detailed analysis there. I will play it once so that you understand its introduction correctly. From there, you can watch that blog. Friends, an important update related to Laurus Labs should be discussed. In that particular update, who is from? The spending they are doing on ARV-related spending, particularly on AIDS programs, will have some impact on the spending of that money because of Trump's exit. But whether we should really express such concern or not, we should wait for a few quarters or else the management should give clarity because Trump won't stop saying that the USA is not giving. There are other countries that they can help. They also receive large amounts of information from private NGOs, so what are they doing? It won't stop immediately, but pharma stocks have been following a lot today with news coming in that Trump made a decision overnight, naming all these pharma players and saying this is a big negative update. CBS News published this, saying that some decision was made overnight. A news channel said that It’s not wrong to report, but if you go to the New York Times article in these three articles they shared, it’s an article from January 24, even before what we talked about in the blog, exactly after Trump took his oath of office. It is a step-by-step process to get out of WHO, so it is a bit of a leap to have this news in news articles as a delay, but it is a step-by-step process to have this news in news articles as if it came overnight and it will have a big impact on all pharma players, with stories coming out saying that 50% of AR business will be impacted. Although there was a stir, today, Laurus Labs, Aurobindo Pharma, Cipla, Straits, etc. were impacted in large amounts. However, Aurobindo Pharma does not have a large amount of business. Even Cipla is not a big portfolio in terms of AR business. Here, anyone with AR business will have a very significant value in terms of business. In other words, Laureus Labs is related to Laurus Labs. When I look at Motila Aswal's report, I also see news that it will have a four to 5% impact. But I also clearly mentioned in that blog that day that I am Laurus Labs. I analyzed most of the data, looked at it, and tried to study it internally. I couldn't find any details about their AR business related to who or how much. So, I also said that it would be good if the management gave clarity on this in the coming times. If there is clarity in terms of that, then I would be happy. It is not visible, but if there is clarity on this, if Laurus Labs explains it to the shareholders, then there may be stability. Even Laurus Labs related clarification was released this afternoon. I said that they clearly mentioned it in it. If it comes from the management, anything will be clear. They clearly mentioned it in it. They said that only 10% of their overall ARV business is contributed by the government-related funding program, the rest comes from various segments. It will contribute, so the USA people coming out of WHO will not have such a significant impact on them, and according to the news coming from the media, we also have news that the USA people will join WHO again, so we have also received a clarification from the company that this will not have such a big impact on the business. If Trump had made this decision, or if he had made this clarification in the market, then we probably wouldn't have seen such a fall today. So, I told you almost January 22nd, it was after the market ended, but before that, there were 22 hours or one day. Before all these decisions are made, it is likely that this will happen, so companies will proactively seek clarification from any small rumors in the market before they are made. We think that these will not have an impact on us, but if they keep giving clarifications, maybe some more exchange filings will go through, but I think that some platforms are doing this target for stocks, but it will not have such an impact.
ICICI Securities data Update :- among the listed players, we think that the program has the highest exposure to sales, which is almost 10%. Everyone else is also said to have 1%, Cipla, Aurobindo, etc. These stocks have a very small portion, so there is no need to worry. Even Laurus -related exposure is correct, but who knows, they won't stop suddenly, so why did they do zero? They will continue doing their work if funding doesn't come from somewhere. They will also try to substitute it from another side, so if there is a new time for further developments related to this, we will have to give it to them. If anyone knows full information about this, then I will let you know. Related to this, I have studied it in great detail and provided it to you in advance. I have provided very detailed information, such as "Laures Labs Don't Miss", in the blog I made on January 22, so I will give the link of the blog in the description comment section. Once you go to the description, I will put " Laurus Labs Very Important" as the title. If you click on the link provided, you will directly come to this timeline. Everyone who has invested in Laurus Labs should also try to observe this. Friends, if anyone is holding this particular stock, please observe this carefully.
Religare and Burmans Family :- It will be very interesting. Is there a Burman family related to Dabur? They are related to the majority. The open offer to buy the stake has been announced for many days, but it will start from today. So, if anyone has minority shareholders and wants to offer their shares, you should do so. If you have a large stake, if you want to sell it, you can sell it to the Burman family. They can participate in the open offer. The engine will start today. But interestingly, it seems that the Burman family has a competitor coming. They are a US-based company. They had previously offered to buy 26% of this company, but now we will buy 50%, not 26%. That too, the Burman family will buy at 235, not even 235, we will buy at ₹275 per share. The data shows that SEBI has requested and posted an offer letter to SEBI, saying, "Give us a chance." So, as a relegation related matter, we will pay a price even higher than what the Burman family said, 17%. Dani Gaekwad and his people are asking for a chance to charge a higher price, so it remains to be seen how SEBI will respond to this, but the Burman family is the promoter group associated with Dabur. What they are saying is that I said that there is a time period of 15 days and they should have said it within that time, but now that we have started the process and come and say that we will buy this much, there is no logic in it, even the CB and any regulator will not accept it and they actually do not have the money. Source of Funds They also said that they are just making a request, so we are not taking it seriously. We are going ahead strongly to buy the stake. Dabur promoter group Burman and they have taken a decision related to Relige. So, if they are trying to buy a stake in a company in such a competitive manner, what is the next step? Try to study it and cover some details related to it. If possible, I will discuss this in the upcoming news topics. Why is the Dabur family so competitive in terms of regare and why is there such a large amount of water in these valuations? What's next? Let’s try to find out about this company related to all these related things.
ICICI Bank Ltd. :- First, I am putting the ICICI Bank numbers in front of your screen. The numbers are not extraordinary, but they are somewhat mixed. The problem is that their profitability seems to have increased strongly due to the decrease in provisions. But net Interest income came in below market expectations and decreased. Profits increased. Asset quality is strong. Gross non-performing assets were posted at 1.96. The last time it was 1.97, it was better. Net non-performing assets were unchanged at 0.42. Profits increased by 14.8% and remained strong. But net interest Income grew 9.1% year-on- year, beating expectations, with growth seen even in advances and deposits. There is strong growth, NIMS is also stable. Overall, ICICI Bank numbers are solid, beating expectations, but not what came in, but they came in close to market expectations.
IDFC First Bank Ltd. :- numbers should be discussed. They are very disappointing. I think micro financing is book related. Asset quality will impact net interest. Margins are being impacted. Net interest margins are coming in low in nine quarters, which has impacted that ROA. Sleeppages are staying high in 11 quarters. They have also been reporting weak cost income in 10 quarters. The weakness is clearly reflected in the balance sheet as well. Overall, this time they have disappointed the market expectations. The main reason why the stock fell 8% today is because they are reporting weekly numbers this time. So, what did they do on January 3rd? I am putting the update screen in front of me. At that time, they said business growth was 25%, deposit growth was 29%. They said almost 28%. The market is still strong. Sir, I thought their numbers were good. Here, the data coming in terms of asset quality, provisions, slippages, the data coming in terms of quality of business, the entire numbers. It has completely turned around.
Adani Wilmar Ltd. :- look at the numbers from Adani Wilmar. Adani Wilmar posted solid numbers, bringing strong revenue growth of 16% quarter-on-quarter, 31% revenue growth year-on-year, and 105% year-on-year growth in profit. Revenues have increased, margins have remained stable and even improved, and profitability has also improved significantly.
Epigral Ltd. :- It is important to look at the numbers carefully, even Epigral Limited has never heard of Epigral. I mean, they have a Make Money Fine Chemical, right? They are the ones who have heard of it. Their names have changed. Their numbers are also solid, as a chemical company, showing solid growth in quarter-on-quarter and year-on-year comparisons. They have maintained stability in margins while recording significant growth in profitability. Net profit has increased by 27 1/2% in quarter-on-quarter comparison. So not a small thing. Year-on-year profitability growth of close to 111% with strong revenue and margin. Edition Epigral R Make Mini Fine Cam numbers are good.
Supriya Lifescience Ltd :- I am also putting their numbers in front of you on the screen. Their numbers are also in the market. They delivered better than expectations. Revenues margins and profits are reporting better than expected.
CDSL Update :- here on the screen, if you observe their revenue segment wise, almost 80% of their deposit activity is coming from data entry and storage, and close to 20% from data entry and storage. And how it has been growing in recent times, you can see on the screen that overall revenue has increased by 30% year-on-year, while quarter-on- quarter compensating has fallen by 13.6%, with the net profit also falling by 19.8% on a quarter-on- quarter basis, which is related to the stock falling today. They say that the major reason is that employee expenses have increased somewhat, from 23 crores in the past to 32 crores now. They say that tech- related expenses are also 16 crores, from 29 crores in the past. Due to the crore expenses and the opening of net accounts, if accounts were opened in Q2, close to 1.18 crores, then in Q3, we can understand whether their numbers were impacted like this due to the opening of 92 lakh accounts. Overall numbers CDSLV is beating the market strongly, but not below expectations.
Shakti
Pumps Update
:- they have also posted their numbers. There is good growth in their revenue
quarter on quarter and year on year. Margins are stable. Profits have also
grown. But in recent times, the stock has seen a very good run up, so probably
that is why it fell today. But the stock-related numbers have grown in
quarter-on-quarter and year-on-year comparison.
If you observe the support and resistance of the Nifty as well as the Bank Nifty today, there is a gap down followed by a recovery. After a good fall, recovery and fall again, today you will see Nifty lower highs and lower lows intraday, but the Bank Nifty scenario is not like that. Bank Nifty opened low and did not go below low at the end of the day today. That is because the banking numbers that came out are strong, probably there is some strength in banks. However, it seems that today, the Nifty is not like that. So, coming to levels, if it breaks further from the present levels, is there any support taken today? If it breaks below 22750, it will come to the top side of 22680. After falling around the resistance faced today, 22950, it will be important for recovery again above 2340. To 236020 points zone important resistance coming to bank Nifty present today this zone is also from the support zone If it breaks further, 47821 is the important thing in today's opening, that is the support, if it breaks further, 47630 is 30 below 47440, when it comes to the top side from here, 48190 is there multiple times today, there is resistance, pay attention today, multiple times, not once, not twice, many times there. There is resistance at 48190. It broke once, but fake breakouts appeared twice, but there was no sustain there. Even if it comes further, it is important to close that level above this five-minute, 15-minute chart. If it closes like that and goes further up, 48470 above 48650.
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