*Last 4 Months FII sold*
Oct 21 - 18201.50
Nov 21 - 33281.09
Dec 21 - 26813.76
Jan 22 - 32517.69
---------------------------------------
*Total - 1,10,814.04 Cr*
Oct 21 - 18201.50
Nov 21 - 33281.09
Dec 21 - 26813.76
Jan 22 - 32517.69
---------------------------------------
*Total - 1,10,814.04 Cr*
Stocks to Watch
Gail: The company commenced India's first-of-it's-kind project of mixing hydrogen into natural gas system at Indore, Madhya Pradesh.
BPCL: The company declared second interim dividend of Rs 5 per share.
SBI: The company entered into an agreement with Tata Power Solar Systems for financing solar projects to launch a centralized processing cell - ‘Surya Shakti Cell.’ It will process all the loan applications for Solar Projects (capacity up to 1 MW) sourced from across India, for installation by business entities and households.
Tata Steel Long Products: The company won the bid to acquire a 93.71% equity stake in the Neelachal Ispat Nigam Limited for a total consideration of Rs 12,100 crore.
NTPC: The company’s subsidiary NTPC Vidyut Vyapar Nigam has acquired d 5% equity stake in the Power Exchange of India.
EaseMyTrip: The company appointed Nutan Gupta as Chief Executive Officer with effect from April 1, 2022, consequent to the resignation of Nishant Pitti. Pitti will remain as the Chairman.
Subex: The company appointed Sumit Agarwal as the Chief Financial Officer.
CSB: The bank revised Overnight Marginal Cost of Funds Based Lending Rates from 7.5% to 7.6% from Feb. 1
Edelweiss Financial Services: The company appointed Ananya Suneja as Chief Financial Officer effective from March 1, 2022 in place of Sarju Simaria who will move to a new role. The company also been allotted 20,00,00,000 equity shares of Rs. 10 each of Edelweiss Tokio Life Insurance increasing company’s stake from 51% to 66%.
Orient Cement: The company entered into share purchase, subscription and shareholder’s agreement with AMPSolar Technology and AMPSolar Systems for the acquisition of 26% stake in AMPSolar Systems for putting up the solar power plant with capacity of 13.5 MW, under Captive Scheme.
DB Realty: The company will consider the proposal for raising of funds by way of Private Placement / Preferential Issue of Convertible Warrants/ Equity Shares / other equity linked Securities on Feb. 3.
Mahanagar Gas: The company will consider declaration of dividend on Feb. 8.
APAR Industries: The company has appointed Ramesh Seshan lyer as the chief Financial officer.
Jet Freight: The company’s subsidiary Jet Freight Express began operations of its last-mile delivery via Electric Vehicle in an exclusive contract with several e-commerce companies. Jet Freight plans to include more electric vehicles to serve multinational companies.
Emami: The company will consider second interim dividend and proposal of buy back of the fully paid-up equity shares on Feb. 3.
Ansal Housing: The company has defaulted on the interest payment of Rs 16 lakh as on Dec. 31.
Shriram EPC: The company has defaulted on the loan payment of Rs 339.16 crore as on Dec. 31.
Aarti Industries: The company will consider the declaration of dividend on Feb. 5.
Great Eastern Shipping: The company deleted A. H. Bhiwandiwalla Consultancy from the list of promoter group as the company has been voluntarily dissolved.
Gail: The company commenced India's first-of-it's-kind project of mixing hydrogen into natural gas system at Indore, Madhya Pradesh.
BPCL: The company declared second interim dividend of Rs 5 per share.
SBI: The company entered into an agreement with Tata Power Solar Systems for financing solar projects to launch a centralized processing cell - ‘Surya Shakti Cell.’ It will process all the loan applications for Solar Projects (capacity up to 1 MW) sourced from across India, for installation by business entities and households.
Tata Steel Long Products: The company won the bid to acquire a 93.71% equity stake in the Neelachal Ispat Nigam Limited for a total consideration of Rs 12,100 crore.
NTPC: The company’s subsidiary NTPC Vidyut Vyapar Nigam has acquired d 5% equity stake in the Power Exchange of India.
EaseMyTrip: The company appointed Nutan Gupta as Chief Executive Officer with effect from April 1, 2022, consequent to the resignation of Nishant Pitti. Pitti will remain as the Chairman.
Subex: The company appointed Sumit Agarwal as the Chief Financial Officer.
CSB: The bank revised Overnight Marginal Cost of Funds Based Lending Rates from 7.5% to 7.6% from Feb. 1
Edelweiss Financial Services: The company appointed Ananya Suneja as Chief Financial Officer effective from March 1, 2022 in place of Sarju Simaria who will move to a new role. The company also been allotted 20,00,00,000 equity shares of Rs. 10 each of Edelweiss Tokio Life Insurance increasing company’s stake from 51% to 66%.
Orient Cement: The company entered into share purchase, subscription and shareholder’s agreement with AMPSolar Technology and AMPSolar Systems for the acquisition of 26% stake in AMPSolar Systems for putting up the solar power plant with capacity of 13.5 MW, under Captive Scheme.
DB Realty: The company will consider the proposal for raising of funds by way of Private Placement / Preferential Issue of Convertible Warrants/ Equity Shares / other equity linked Securities on Feb. 3.
Mahanagar Gas: The company will consider declaration of dividend on Feb. 8.
APAR Industries: The company has appointed Ramesh Seshan lyer as the chief Financial officer.
Jet Freight: The company’s subsidiary Jet Freight Express began operations of its last-mile delivery via Electric Vehicle in an exclusive contract with several e-commerce companies. Jet Freight plans to include more electric vehicles to serve multinational companies.
Emami: The company will consider second interim dividend and proposal of buy back of the fully paid-up equity shares on Feb. 3.
Ansal Housing: The company has defaulted on the interest payment of Rs 16 lakh as on Dec. 31.
Shriram EPC: The company has defaulted on the loan payment of Rs 339.16 crore as on Dec. 31.
Aarti Industries: The company will consider the declaration of dividend on Feb. 5.
Great Eastern Shipping: The company deleted A. H. Bhiwandiwalla Consultancy from the list of promoter group as the company has been voluntarily dissolved.
Budget and Markets
Market watchers believe that despite the higher target divestment for the upcoming financial year in the Union Budget, LIC IPO will be the key for the targets.
Though market sees volatility pre and post Budget, net-net, the event hardly leaves any impact in the two-week period
Centre is likely to miss the targets of divestment and the strategic stake sales in FY2021-22
Market experts believe disinvestment and privatisation are likely to gain further traction
Crypto startups seeking clarity over issues like taxation, legislation, exemptions and regulations
Analysts do not see any change in capital gain tax on equity
Market watchers believe that despite the higher target divestment for the upcoming financial year in the Union Budget, LIC IPO will be the key for the targets.
Though market sees volatility pre and post Budget, net-net, the event hardly leaves any impact in the two-week period
Centre is likely to miss the targets of divestment and the strategic stake sales in FY2021-22
Market experts believe disinvestment and privatisation are likely to gain further traction
Crypto startups seeking clarity over issues like taxation, legislation, exemptions and regulations
Analysts do not see any change in capital gain tax on equity
#BudgetWithCNBCTV18 | January #Auto sales
▶️Total sales at 3.63 lk units vs Nomura estimate of 3.75 lk units
▶️Total sales down 15% at 3.63 lk units Vs 4.25 lk units (YoY)
▶️Domestic sales down 12% at 1.49 lk units Vs 1.70 lk units (YoY)
▶️Total sales at 3.63 lk units vs Nomura estimate of 3.75 lk units
▶️Total sales down 15% at 3.63 lk units Vs 4.25 lk units (YoY)
▶️Domestic sales down 12% at 1.49 lk units Vs 1.70 lk units (YoY)
BUDGET HIGHLIGHTS
Solar capacity building - Rs 19500 Cr PLI Incentive to be given
5-7% biomass pellets to be used by thermal power plants
Capital expenditure stepped up to Rs 7.5 lakh crore in 2022-23
Sovereign Green Bonds to be floated to fund green infra
Foreign Universities to be allowed to be set up in Gift City
RBI to introduce Digital Rupee in next fiscal
Rs 1 lakh crore allocated to States to build capital assets in next fiscal
Total expenditure in next fiscal to be Rs 39.5 lakh crore
Fiscal deficit pegged at 6.4% for next year
FM allows leeway to taxpayers to file updated or revised return within two years
Budget proposes to reduce AMT to 15% for Cooperatives + surcharge reduced to 7%
Tax incentives to be available for Start-ups registered till March 2023
Concessional Corporate tax regime - Date for commencement of manufacturing extended by one more year
Virtual Digital Assets - Capital gains from transfer of such assets to be taxed at 30%; Loss not to be allowed to be set off
Surcharge across board including long-term capital gains reduced
Health & Education Cess not allowable as business expenditure
No set off of any loss to be allowed against undisclosed income detected during Search
GST collections in Jan month soar to Rs 1.41 lakh crore
SEZ reform to be implemented by Sept 2022
Project Imports - Customs concessional regime phased out - 7.5% tax imposed
350 Customs exemption notifications to be expired
Electronics - Duty concessions offered to mobile camera and transformers + Duty reduced to 5% for gems & Jewellery
Duty on chemicals used for petrol refining reduced
Duty exemption for import of steel scrap extended by one more year
Solar capacity building - Rs 19500 Cr PLI Incentive to be given
5-7% biomass pellets to be used by thermal power plants
Capital expenditure stepped up to Rs 7.5 lakh crore in 2022-23
Sovereign Green Bonds to be floated to fund green infra
Foreign Universities to be allowed to be set up in Gift City
RBI to introduce Digital Rupee in next fiscal
Rs 1 lakh crore allocated to States to build capital assets in next fiscal
Total expenditure in next fiscal to be Rs 39.5 lakh crore
Fiscal deficit pegged at 6.4% for next year
FM allows leeway to taxpayers to file updated or revised return within two years
Budget proposes to reduce AMT to 15% for Cooperatives + surcharge reduced to 7%
Tax incentives to be available for Start-ups registered till March 2023
Concessional Corporate tax regime - Date for commencement of manufacturing extended by one more year
Virtual Digital Assets - Capital gains from transfer of such assets to be taxed at 30%; Loss not to be allowed to be set off
Surcharge across board including long-term capital gains reduced
Health & Education Cess not allowable as business expenditure
No set off of any loss to be allowed against undisclosed income detected during Search
GST collections in Jan month soar to Rs 1.41 lakh crore
SEZ reform to be implemented by Sept 2022
Project Imports - Customs concessional regime phased out - 7.5% tax imposed
350 Customs exemption notifications to be expired
Electronics - Duty concessions offered to mobile camera and transformers + Duty reduced to 5% for gems & Jewellery
Duty on chemicals used for petrol refining reduced
Duty exemption for import of steel scrap extended by one more year
Major Focus on 2022 is
Metal stocks
Pharma stocks
FMGC stocks
Expect good returns
Metal stocks
Pharma stocks
FMGC stocks
Expect good returns
Intraday stocks
Tata Steel
Sun Pharma
VEDL
L&T
Ultratech cement
JSW Steels
ITC
HCL tech
Titan
Tata Steel
Sun Pharma
VEDL
L&T
Ultratech cement
JSW Steels
ITC
HCL tech
Titan
Swing trading
Short term trading calls
TF - Time frame
D - day candle
W - weekly candle
M - Monthly candle
Green candle - Bullish
Red candle - Bearish
Short term trade
BHEL ( wait atleast 1 hour Green candle close )
Entry - 61
Stoploss - 56
Target 1 - 74
Short term trading calls
TF - Time frame
D - day candle
W - weekly candle
M - Monthly candle
Green candle - Bullish
Red candle - Bearish
Short term trade
BHEL ( wait atleast 1 hour Green candle close )
Entry - 61
Stoploss - 56
Target 1 - 74
Swing trading
Short term trading calls
TF - Time frame
D - day candle
W - weekly candle
M - Monthly candle
Green candle - Bullish
Red candle - Bearish
Positional trade
IDFC LTD
Entry - 68
Stoploss - 57
Target 1 - 89
Short term trading calls
TF - Time frame
D - day candle
W - weekly candle
M - Monthly candle
Green candle - Bullish
Red candle - Bearish
Positional trade
IDFC LTD
Entry - 68
Stoploss - 57
Target 1 - 89