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INTRADAY CALL UPDATE : CLOSE POSITIONS IN BANKIFTY CALL OPT 49800 27FEB AT 964
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IPO LISTING : DR AGARWAL'S CO LIST AT 406/- PER SHARE VS ISSUE PRICE AT 402/- PER SHARE
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POSITIONAL CALL BUY CASTROL INDIA AT 186,SL-169,TRGT-255 ( 1 MONTH )
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News Headlines from Business News Agencies:
Business Standard
📝 India's rating upgrade challenge as debt woes trump fiscal prudence: Fitch
📝 India's avg customs duty cut to 10.6%, now moving towards Asean level: CBIC
📝 Shriram General Insurance Company expects Rs 4,500 crore GWP in FY26
📝 Budget's MSME, manufacturing push boosts paper sector; imports a concern
📝 White-collar hiring up 4% in Jan, driven by FMCG, pharma, insurance sectors
📝 India, UK to resume talks on proposed trade agreement from Feb 24: Official
📝 Budget 2025: Strategic petroleum reserves see Rs 5,597 cr allocation boost
📝 Nissan Motor India to export 10,000 LHD units of New Magnite by Feb-end
📝 SoftBank, OpenAI set up joint company to push AI services in Japan
📝 Paytm to acquire 25% stake in Brazil's Seven Technology for $1 million
📝 Rs 20K cr for research, AI, geospatial initiatives to drive R&D: Industry
📝 Tariff war with US likely to put Canada into recession, say economists
Economic Times
📝 Sectoral & international mutual funds lead return chart in January, offer up to 14% gains
📝 Mahindra Lifespace bags Rs 950 cr redevelopment project in Mumbai
📝 CreditAccess Grameen raises $50 million debt from IFC
📝 Tax relief to middle class likely to benefit steel sector: ISA
📝 Veeda Clinical Research refiles draft IPO papers with Sebi
📝 Tata group's TCS gears for BSNL's 5G upgrade
📝 Ashok Leyland sales rise 8 pc in January
📝 GST rate rationalisation needed: Finance Secretary Tuhin Kanta
📝 Airtel's Gopal Vittal named as acting chair of GSMA board
📝 Skoda Auto Volkswagen India moves Bombay HC over $1.4 bn tax notice
📝 Divi's Labs Q3 Results: Cons PAT jumps 64% YoY to Rs 589 crore, revenue up 25%
📝 Jewar airport to start regular operations from April: Civil Aviation Minister
Mint
📝 States should engage with Finance Commission to get grievances on tax devolution redressed: FM
📝 India's manufacturing growth hits six-month high in January: HSBC PMI survey
📝 High court sets aside arbitral award against NTPC in dispute with Jindal group
📝 RBI's sovereign bonds holdings to be treated at par with market: Report
📝 Centre will sustain capex: Expenditure secretary Manoj Govil
📝 Rupee volatility may impact trade, but it is a free-float currency: Finance secy
📝 Budget gave non-inflationary stimulus to economy, will push growth: Finance Secy
📝 Foreign investors withdraw ₹87,300 crore from Indian equities in January
📝 Insurance reforms: Govt to further relax foreign investment rules
📝 Macrotech Developers exploring to enter Delhi-NCR housing mkt: MD Abhishek Lodha
📝 Investing via UPI: Daily transaction limit to be raised to ₹5 lakh from 2 lakh
📝 US energy producer Talos set to name Shell's Goodfellow as next CEO, sources say
Market Alert :
Lock-in period for shares worth ₹80,000 crores of 32 newly listed companies ends in Feb! Get ready for potential market volatility as promoters & investors unlock their shares
*Instl. Investors EQUITY Cash Trades PROV. - 03/02/2025 : Rs. CRS. :*
*FIIS : SELL -3,958 (12,506-16,464)*
*DIIS : BUY +2,708 (19,319-16,611)*
INTRADAY BUY BANKNIFTY CALL OPT 49300 27FEB SER AT 1050,SL-969,TRGT-1250
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Global Markets Fall : Gift Nifty trading @ 23400 -148 points
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As market digests the Union budget , focus now shifts back to tracking global cues
Things to know before trade today
➡️Weak global cues
➡️Dow down 337 points on Friday
➡️Donald trump imposes tariffs against major US trading partners that began on Saturday
➡️Donald Trump is imposing 25% tariffs on imports from Mexico and Canada, as well as a 10% duty on China.
➡️Energy resources from Canada will have a lower 10% tariff.
➡️ Dow futures down over 400 points now
➡️ big week for global earnings
More than 120 companies in the S&P 500 to report earnings including alphabet , Amazon and palantir
➡️ The January nonfarm payrolls report will also be out Friday
+VE GMR AIRPORTS, ADANI ENETERPRISES, SPICEJET, INTERGLOBE AVIATION
31. Mining sector reforms+ policy for recovery of critical minerals
+VE NMDC, GMDC, VEDANTA
32. Special Window for Affordable and Mid-Income Housing (SWAMIH)
+VE AAVAS FINANCIER, AADHAR HOUSING, HOME FIRST FINANCE, HDFC BANK, SBI, PNB
33. Top 50 tourist destination sites in the country will be developed in partnership with states+ Special focus on destinations related to the life and times of Lord Buddha.
+VE EASEMYTRIP, IHCL, ITC HOTELS, CHALET HOTELS, LEMON TREE, INTERGLOBE AVIATION, IRCTC, IXIGO, THOMAS COOK, SPICEJET
34. Medical Tourism and Heal in India will be promoted in partnership with the private sector
+VE SHALBY, ASTER DM, APOLLO, FORTIS, RAINBOW CHILDREN
35. To start a National Geospatial Mission to develop foundational geospatial infrastructure and data
+ve Genesys, MapMyIndia
36. Export Promotion Mission, with sectoral and ministerial targets
+ve PHARMA, EMS STOCKS
37. A national framework will be formulated as guidance to states for promoting Global Capability Centres in emerging tier 2 cities. T
+VE FOR EMBASSY REIT, MINDSPACE REIT, DLF
38. The scope for fast-track mergers will also be widened and the process made simpler.
+ve for Special Situation Stock
39. Rationalisation of Customs Tariff Structure for Industrial Goods
+ve ABB, Siemens, Thermax
40. To add 36 lifesaving drugs and medicines to the list of medicines fully exempted from Basic Customs Duty (BCD).
+VE DRL, CIPLA, AUROBINDO PHARMA, SUN PHARMA
41. To fully exempt cobalt powder and waste, the scrap of lithium-ion battery, Lead, Zinc and 12 more critical minerals.
+VE FOR AMARA RAJA, EXIDE
42. To add two more types of shuttle-less looms to the list of fully exempted textile machinery. To revise the BCD rate on knitted fabrics covered by nine tariff lines from “10% or 20%” to “20% or ` 115 per kg, whichever is higher”.
+VE FOR TEXTILE COMPANIES-WELSPUN, INDOCOUNT, NAHAR SPINNING
43. Manufacture of such Open Cells, the BCD on these parts will now stand exempted.
+VE DIXON, PG ELECTROPLAST, EPACK DURABLE
44. To add 35 additional capital goods for EV battery manufacturing, and 28 additional capital goods for mobile phone battery manufacturing
+VE DIXON TECH, RATTAN INDIA, EXIDE, AMARA RAJA
45. To continue the exemption of BCD on raw materials, components, consumables or parts for the manufacture of ships for another ten years.
+VE FOR SHIPPING INDUSTRY
46. Domestic MROs for Railway Goods
+VE RITES
47. To reduce BCD from 15% to 5% on fish hydrolysate for manufacture of fish and shrimp feeds.
+VE MUKKA PROTEIN, SHRIMP STOCKS
48.NO GST FOR- Ground installation for satellites including its spares and consumables+ Goods used in the building of launch vehicles and launching of satellites
+VE L&T, SUNDARAM FASTENERS, APOLLO MICRO
49.NO MAJOR ANNOUNCEMENT ON CAPITAL GAIN TAXATION
-VE FOR ANGELONE, MOTILAL, ICICI SECURITIES, IIFL SECURITIES
50. Reduces custom duty on import of propane/butane/LPG to 2.5%/2.5%/5% from 15% earlier
-VE FOR Gujarat Gas and +VE OMCs
From a boost in mega consumption to efforts to keep the fiscal deficit on track, watch this explainer to understand what this budget holds for us and the economy!
https://youtu.be/5JNlf8LqVIY?si=4dA036mlGu7L61I8
हिंदी में समझने के लिए: https://youtu.be/NkWPtUlUvxk?si=joeD3m4LPFyYLr5o
🚨#BREAKING: China has just imposed a 15% tariff on the United Staes for coal and liquefied natural gas (LNG) immediately after President Trump's latest tariffs took effect.
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INTRADAY BUY BANKIFTY CALL OPT 49800 27FEB AT 1065,SL-964,TRGT-1212
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Heavy Day for Quarterly Results : RESULTS CALENDER :
TODAY : TITAN, TATAPOWER, ASIANPAINT, GODREJPROP, TORNTPOWER, METROPOLIS, MFSL, AJMERA, APOLLO, AROGRANITE, AUTOAXLES, AZAD, BAJAJELEC, BASF, BBL, BIRLACORPN, CEIGALL, CLEDUCATE, DBOL, DCMNVL, DHANBANK, ERIS, ESSARSHPNG, EVERESTIND, FINEORG, FOODSIN, GANDHAR, GEECEE, HAPPSTMNDS, HIKAL, HINDOILEXP, INDIAGLYCO, INFIBEAM, INTERARCH, JBCHEPHARM, JGCHEM, JKIL, JKTYRE, JSWHL, KAJARIACER, KHAITANLTD, KIRLFER, KREBSBIO, LEMONTREE, LYKALABS, MAANALU, MAFATIND, MAGNAELQ, MAJESAUT, MANGCHEFER, MARALOVER, MEDANTA, METSL, MIDHANI, MOBIKWIK, MUTHOOTCAP, NIVABUPA, ONMOBILE, PAISALO, PARASPETRO, PCJEWELLER, QUICKHEAL, RTNINDIA, SAFARI, SBGLP, SCILAL, SHARDAMOTR, SHIVACEM, SKYIND, SMLT, SMRUTHIORG, SOUTHWEST, STERTOOLS, TFL, THERMAX, TI, TNPETRO, TRIVENI, VENUSREM, VMART, WHIRLPOOL, ZYDUSWELL, SRPL, CREATIVE
*WHAT HAPPENED OVERNIGHT*
-> Equities trimmed losses; SPX -0.76%, Nasdaq -1.20%
-> UST 10y yield lost 1 bps to 4.53%
-> Dollar Index pared back from nearly 110 to 108.60
-> Brent Oil -1.2% to $75.82
-> Mexico President & Trump reached a border agreement that resulted in a 30-day delay of Mexico tariffs
-> Post close, Canada PM Trudeau reported that Canadian tariffs will be delayed for, at least, 30 days
-> Trump & China's Xi will speak over the next 24 hours, according to White House Press Secy
FNO Data as of 3rd February 2025 👇
FII on Index Futures
👉 Unwound 3.5k Longs
👉 Added 6.3k Shorts
🚨 FII Long:Short at 10%:90%
👉 Shorts at a 2 year high in % terms
Positioning on Index Futures (in contracts)
🐻 FII net shorts at 1.84 lakh
🐂 Client net longs at 1.42 lakh
INTRADAY CALL UPDATE : CLOSE POSITONS IN BANKNIFTY CALL OPT 49300 27FEB SER AT 969 SL HIT RECO LONGS GIVEN AT 1050
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INTRADAY CALL UPDATE : CLOSE POSITIONS IN NIFTY PUT OPT 23300 06FEB SER AT 106 SL HIT RECO LONGS GIVEN AT 144
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INTRADAY BUY NIFTY PUT OPT 23300 06FEB SER AT 144,SL-106,TRGT-255
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BREAKING: President Trump says he will hold talks with Canada and Mexico tomorrow regarding tariffs
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*News Headlines from Business News Agencies:*
*Business Standard*
📝 FM cites India's fiscal discipline as key to Moody's unchanged ratings
📝 India's medical tourism poised for expansion with relaxed visa rules
📝 Emphasis on green transition to strengthen India's clean energy leadership
📝 Strategic petroleum reserves get Rs 5,597 crore allocation boost in Budget
📝 HMPL to invest Rs 2,500 crore in 500 MW solar project in Andhra Pradesh
📝 Budget: Allocation for export promotion schemes dips 17% to Rs 2,250 cr
📝 Budget: Railway capex stays flat; revenue receipts set to cross Rs 3 trn
📝 Customs duty cuts in certain areas to benefit American exports: GTRI
📝 Sebi mulls safe UPI payment mechanism for registered market intermediaries
📝 Budget 2025: Investment, turnover limits for MSMEs hiked up to 2.5 times
📝 UPI volume scales new peak of 16.99 billion in January, shows NPCI data
*Economic Times*
📝 India emerges as a global export hub, shipments expand to 65 countries: Nissan
📝 Reliance brings Shein back to India after 2020 app ban
📝 Frequent extreme weather events driving food inflation in India: Government report
📝 Ola Electric's market share increases to 25.8% in January
📝 New tax structure to benefit 5.65 cr taxpayers, will collectively save around Rs 1 L cr in taxes: SBI
📝 Customs duty cuts in certain areas to benefit American exports: GTRI
📝 India's power consumption growth subdued at 3 pc to 137.49 billion units in Jan
📝 Volkswagen sues India to quash 'enormous' $1.4 bn tax demand, legal filing shows
📝 Power sector PSUs' investments to rise nearly 21 pc to Rs 86,138 cr in FY26
📝 Coal India reports first monthly production de-growth of 0.8 pc in Jan'25
📝 CAG building infra & processes to harness AI&ML: Sanjay Murthy
*Mint*
📝 India's sugar production set to dip by 12 pc in 2025 season, forecast below 27 MMT: Report
📝 Personal income tax buoyancy helped to offer relief: Finance secretary
📝 Battery prices should come down by 10% after Budget 2025: Attero Recycling CEO
📝 WeWork India files DRHP with SEBI to raise funds via IPO
📝 India's nuclear energy ambitions: Aiming for 100 GW by 2047
📝 Texmaco Q3 profit grows over 2-fold to ₹76 cr; order book touches ₹7,612 cr
📝 After Mexico and Canada, China says it'll challenge US tariffs under WTO
📝 Insurance FDI hike may spur capital inflows of up to $12 billion
📝 After Budget 2025 fires up hopes for urban consumption, eyes on RBI for rate cut
📝 Healthcare gets a push: ₹99,858 crore allocated, but still below 2% of budget
📝 Centre sets new five-year target to cut debt to half of GDP
*News Headlines from Business News Agencies:*
*Business Standard*
📝 Startups get another Rs 10k crore 'Fund of Funds' fillip in Budget 2025
📝 Budget unveils 6-year plan to cut debt-to-GDP ratio to 47.5-52% by FY31
📝 Budget 2025: Govt ups allocation for electronics PLIs, semicon, AI by 84%
📝 Budget proposals will lift the sentiments of the middle class: FICCI
📝 Budget 2025: Tax relief, policy push to boost electric two-wheeler demand
📝 Educators welcome govt's focus on AI to create future ready talent
📝 Budget 2025-26: Cotton Mission gets a boost to improve productivity
📝 Karnataka industry leaders back Union Budget, praise tax relief measures
📝 Coal minister calls budget 'empowering for farmers, women, and entrepreneurs’
📝 Budget allocates Rs 74,226 crore for drinking water and sanitation
📝 Fixed depositors - TDS limit hiked to Rs 50,000, Rs 1 lakh for seniors
📝 India Inc to boost capex as Budget drives infra, manufacturing, mining
📝 Govt projects dividend income of Rs 2.56 trn from RBI, PSBs in FY26
*Economic Times*
📝 President's office gets Rs 141.83 crore in Union Budget
📝 Time limit to file updated ITR extended in Budget 2025
📝 UK businesses 'encouraged' by Budget 2025 focus on growth, trust-based approach
📝 India's defence budget heavily weighted to manpower costs
📝 Govt increases culture budget by Rs 100 crore, prioritises heritage and arts
📝 Budget 2025: 100 Amrit Bharat, 50 Namo Bharat, and 200 Vande Bharat trains to be manufactured
📝 Budget 2025: No relief for crypto investors, new compliance requirement introduced
📝 Budget allots Rs 1,024.30 cr for ministers' salaries, entertainment of state guests, ex-governors
📝 Export Promotion Mission to help promote shipments: Piyush Goyal
📝 Ambitious e-Courts Phase III gets Rs 1,500 crore in Union Budget
📝 Health insurance for gig workers is 'worthy' move: Swiggy on Union Budget
📝 GST collections in January at Rs 1.96 lakh crore, up 12.3% YoY
*Mint*
📝 Budget 2025: Govt pegs divestment, asset monetisation proceeds at ₹47,000 cr
📝 Budget strengthens the middle class for a consumption-driven economy
📝 Ken Enterprises IPO opens on February 5; issue price band set at ₹94 apiece
📝 Budget: Tax benefit for parents contributing to child welfare plan NPS Vatsalya
📝 Budget 2025: 5 major income tax reforms beyond ₹12 lakh tax rebate
📝 Builders hail ₹15K cr fund for stalled projects, but feel Budget falls short of their expectation
📝 An American purchase of Greenland could be the deal of the century
📝 Govt to introduce new I-T bill in Parl next week; to raise insurance FDI to 100 pc
📝 Insurance stocks trade higher after FM announces 100% FDI in insurance sector
📝 Massive price drops on smart TVs: Perfect time to upgrade home entertainment
📝 Commercial LPG cylinder prices slashed by ₹7
Stock specific positive and negative for budget 25-26
MAJOR UPDATES AND STOCK IMPACTED BY BUDGET 2025
50 ANNOUNCEMENTS, MORE THAN 150 STOCKS
HERE IS THE LIST!
1.No major announcement on tobacco tax rates
+VE ITC, GODFREY PHILLIPS, VST INDUSTRIES
2.No income tax payable upto the income of Rs 12 lakh
+ve ZOMATO, SWIGGY, HUL, NESTLE, DABUR, TRENT, JUBILANT FOODWORKS, VARUN BEVERAGES, UNITED SPIRITS,ASIAN PAINTS, VOLTAS, HAVELLS
3.FY25 capex seen at Rs.10.18 lkh cr vs Rs.11 kh crs earlier (LESSER THAN EXPECTED)
-ve L&T, JK INFRA, NCC, RAILWAY, DEFENCE
4.NO GST rate cut announcement+No 80C & 80D exemptions under new tax regime- FDI limit for the insurance sector will be raised from 74 to 100 per cent (This is positive)
-ve for HDFC Life, ICIC Lombard, Go Digit, PB Fintech
5. Aatmanirbharta in Pulses+ National Mission on High Yielding Seeds
+ve Kaveri Seeds, ITC, Adani Wilmar
6. Prime Minister Dhan-Dhaanya Krishi Yojana - Developing Agri Districts Programme
+ve Jain Irrigation, Shakti Pumps, Jash Engineering, Finolex Industries
7. PM SVANidhi (enhanced loans from banks, UPI linked credit cards with ` 30,000 limit)
+VE FINOPAYMENT BANK, PAYTM
8.No major announcement on LPG subsidy
-VE IOCL, HPCL, BPCL
9. Government will bring in an enabling framework for sustainable harnessing of fisheries from Indian Exclusive Economic Zone and High Seas
+VE AVANTI FEEDS, COASTAL CORP, KINGS INFRA, ZEAL AQUA, APEX FROZEN FOOD
10.ED TECH, UPSKILLIN AI ANNOUNCEMENTS
+VE NIIT, NIIT LEARNING, CL EDUCATE
11. Mission for Cotton Productivity
+VE WELPSUN, NAHAR SPINNING, INDOCOUNT, OTHER TEXTILE VALUE CHAIN COMPANIES
12. The loan limit under the Modified Interest Subvention Scheme will be enhanced from ` 3 lakh to 5 lakh for loans taken through the KCC.
+VE MM, TVS MOTOR, FMCG STOCK, BAJAJ AUTO, JAIN IRRIGATION, SBI, PNB, SHAKTI PUMPS
13.BUDGETS-ALLOCATIONS LESSER THAN EXPECTED-DEFENSE, HOME AFFAIRS, IT AND TELECOM, COMMERCE AND INDUSTRY
-VE BEL, HAL, BHARAT DYNAMICS,APOLLO MICRO, INFOSYS, TCS, WIPRO
14. India Post as a Catalyst for the Rural Economy
-VE FOR DELHIVERY
15. Significant enhancement of credit availability with guarantee cover-MSME, Startups+ Credit Cards for Micro Enterprises+ Fund of Funds for Startups
+ve INFOEDGE, SMALL FINANCE BANKS, SELECT NBFCs
16. Focus Product Scheme for Footwear & Leather Sectors
+Mirza International, Redtape, Metro Brands, Campus Active, Liberty
17. Measures for the Toy Sector
+VE Shaily Engineering, OK Play
18. Support for Food Processing
+Ve Gujarat Ambuja Exports, Hindustan Foods, DFM Foods, Prataap Snacks
19. Manufacturing Mission - Furthering “Make in India”
+VE DIXON TECH, PG ELECTROPLAST, AMBER ENTERPRISES, EPACK DURABLES
20. Clean Tech Manufacturing
+VE WAREE, PREMIER ENERGIES, AMARA RAJA, EXIDE, SUZLON, INOX WIND
21. Saksham Anganwadi and Poshan 2.0
+VE FIRSTCRY, POPEE'S BABY CARE
22. Broadband Connectivity to Government Secondary Schools and PHCs
+VE JIO, BHARTI AIRTEL, TEJAS NETWORK, STERLITE TECH, VODAFONE IDEA, HFCL
23. Bharatiya Bhasha Pustak Scheme
+ve S Chand, Navneet Education
24. Expansion of Capacity in IITs
+ve NBCC
25. Social Security Scheme for Welfare of Online Platform Workers
+VE FOR ZOMATO, SWIGGY, NYKAA
26.JAL JEEVAN MISSION- extension of the Mission until 2028
+VE VATECH WABAG, JASH, ITD CEMENTATION, SHAKTI PUMPS, JAIN IRRIGATION, EMS
27. Incentivize electricity distribution reforms and augmentation of intra-state transmission capacity by states.
+VE NTPC, POWER GRID, KEC, TATA POWER, ADANI TRANSMISSION
28. Development of at least 100 GW of nuclear energy by 2047
+VE HCC
29. Shipbuilding Financial Assistance Policy will be revamped+ Shipbuilding Clusters will be facilitated to increase the range, categories and capacity of ships+ Maritime Development Fund with a corpus of ` 25,000 crore will be set up.
+VE GRSE, SCI, MAZAGON, COCHIN SHIPYARD
30. Modified UDAN scheme will be launched to enhance regional connectivity to 120 new destinations and carry 4 crore passengers in the next 10 years.
*Instl. Investors EQUITY Cash Trades PROV. - 01/02/2025 : Rs. CRS. :*
*FIIS : SELL -1,327 (987-2,314)*
*DIIS : BUY +824 (13,364-12,540)*