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Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.

March 07, 2025

  • From another group...
  • Well, here we are. It finally happened. The Trump Shock Doctrine is back, and the world’s elite are reacting like Victorian ladies scandalized by a glimpse of bare ankle.
  • Just when the global establishment thought it could slip back into its cozy, rules-based order— where wars are fought with polite statements and America foots the bill —Donald J. Trump stormed in like a CEO discovering his employees have been throwing champagne parties on his credit card. !
  • The headline? Zelensky gets the boot. The press lunch is left for the interns. The foreign policy elite get indigestion. And somewhere in Brussels, NATO officials are whispering, "He wasn’t supposed to come back… does this mean we actually have to defend ourselves ?"
  • The Middle-Class Perspective: A Man After Their Own Hearts
  • For the American middle class, this isn’t just a foreign policy shake-up—it’s a long-overdue reality check. For years, they’ve been told that democracy and "global stability" require trillions of their tax dollars. Meanwhile, their roads look like the moon’s surface, their wages stagnate, and their grocery bills rival defense budgets.
  • Now, at last, someone has said what they’ve been muttering at family dinners:
  • "Why are we still paying for this ?"
  • Trump’s message is simple: Ukraine, NATO, the EU—either clean up your own mess or cut a deal. It’s not isolationism; it’s basic financial responsibility. After all, imagine if you were forced to buy your neighbor a top-of-the-line security system every year—while he kept leaving the front door open and provoking the guy across the street.
  • The Anxiety Is Palpable.
  • And so, the establishment meltdown begins. Trump is reckless! Trump is abandoning allies ! Trump is endangering democracy !
  • Meanwhile, European leaders, who _have long enjoyed the luxury of outsourcing their defense to American taxpayers, are suddenly looking like students who just realized the test isn’t multiple choice.
  • The European Dilemma: The EU’s Existential Crisis.
  • Ah, Europe. The birthplace of cathedrals, bureaucratic nightmares, and wars that America has to finish.
  • For decades, EU elites reassured themselves that they were global players, capable of taking on Russia and shaping the world.
  • Except… they never actually had to prove it.
  • Why? Because America was always there—ready to step in with troops, tanks, and blank cheques. But now? Now, Trump is staring at them like a parent who just discovered their 35-year-old child is still on their Netflix account .!
  • "Handle it yourselves."
  • This is existentially terrifying for the EU. After all, they couldn’t take on Russia even with U.S. backing. The idea of doing it alone? Sacré bleu!
  • Zelensky’s Nightmare: The Free Ride Is Over !
  • And then there’s Zelensky—the man who played his role perfectly up until now. The wartime hero. The defiant Churchill of Kyiv. The media darling.
  • But Trump, who has never been one for sentimental theatrics, just called his bluff:
  • "You are not winning this."
  • This wasn’t just a diplomatic message—it was a cold, hard reality check.
  • For all of Zelensky’s speeches, for all of his emotional appeals to Western audiences, he knows Trump just did something no other leader has dared to do: point out the obvious.!
  • Of course, the media will scream that Trump is "abandoning Ukraine." But after years, billions of dollars, and thousands of lives, the war is still at a stalemate.
  • The choices are simple:
  • 1. A bottomless pit of U.S. funding.2. A negotiated settlement.
  • The World Has Forgotten How to Handle Directness
  • At the heart of this global meltdown over Trump’s return is one uncomfortable truth:
  • The world has forgotten how to deal with blunt reality.!
  • For decades, diplomacy has been a game of vague statements, strategic stalling, and endless meetings. Wars are fought indefinitely because no one wants to admit the obvious: "We need to end this."
  • Trump, with his unsophisticated, tactless, absolutely blunt approach, just shattered the illusion.
  • "Either make a deal, or we are out."
  • The press gasps. The analysts scramble. The EU fidgets. Zelensky fumes.
  • And the middle class ?
  • Well, they’re just glad someone finally said it.
  • Navigating the Opening Bell with Sbi Securities: 6 Key Technical and Derivative Insights
  • Can Bulls Sustain the Comeback?
  • 1. Global Market :
  • On Thursday, tariff-related concerns triggered a sell-off on Wall Street, with all major indices closing in the red. The Nasdaq took a heavy hit, tumbling nearly 3% and breaching its 200-day EMA for the first time since October 2023. The S&P 500 slid almost 2%, while the Dow closed lower by 1%.
  • Despite the decline, the S&P 500 found support near its 200-day EMA, partially recovering from its losses. Going ahead, the 200-day EMA zone 5710-5680 zone will be a critical support area, while resistance is placed at 5800-5820.
  • Meanwhile, Brent crude ended flat after a sharp correction but remains in a bearish trend, trading below key moving averages. The downtrend is expected to continue, with Brent likely to test $66 in the short term.
  • The U.S. Dollar Index (#DXY) touched a low of 103.76 before staging a minor recovery. However, the broader trend remains bearish, and the index is expected to test 103.50 in the near term, which is positive for emerging markets like India.
  • 2. Nifty View:
  • On the weekly expiry day, Nifty opened on a strong note with a gap-up start, but it struggled to sustain at higher levels. The index faced selling pressure early on, leading to a sharp correction of over 240 points within the first hour of trade. It registered an intraday low of 22245.85 before witnessing a remarkable recovery, ultimately closing near the 22550 mark with a gain of nearly 1%.
  • This price action resulted in the formation of a bullish candle with a long lower shadow, highlighting strong buying interest at lower levels. The extended lower wick reflects the bulls stepping in to absorb selling pressure and defend key support zones. Additionally, the daily RSI has surged above the 40 mark and continues to trend higher, indicating improving momentum and strengthening market sentiment.
  • Going ahead, the zone of 22650-22670 will act as an immediate hurdle for the index. If the index sustains above the level of 22670, then we may witness a pullback rally upto the level of 22850, followed by 23000 in the short term.
  • While, on the downside, the support is shifted higher in the zone of 22400-22370 level.
  • On the #derivatives front, March #futures surged by 0.80 percent, while the combined #OpenInterest for the current, next, and far series also surged by 1.48 percent, which indicates an overall long build-up.
  • Among the constituents of the #Nifty index, 12 stocks have witnessed a long build-up, and 29 stocks have witnessed a short covering rally. While 4 stocks have witnessed a short build-up, 5 stocks have witnessed a long unwinding.
  • The 22600 strike has significant call open interest, followed by the 22800 strike. On the put side, 22500 has a substantial open interest, followed by a 22400 strike.
  • For the current weekly series, OI PCR is at 1.27, while for the monthly series, it is at 1.01.
  • Bank Nifty has been underperforming the frontline indices from the last four trading sessions. On Thursday, it ended above 48600 level with a gain of 0.28 percent. Going ahead, the 20-day EMA zone of 48800-48900 will act as a crucial hurdle for the index. While on the downside, the zone of 48400-48300 is likely to act as immediate support.
  • 3. Sensex View:
  • The benchmark index #Sensex also witnessed a strong pullback of over 900 points after testing the intraday low of 73416 level. On a daily scale, it has formed a Dragonfly Doji candlestick pattern, which indicates buying interest at lower levels.
  • Going ahead, the zone of 74700-74800 will act as a crucial hurdle for the index. While on the downside, the zone of 73700-73600 will act as immediate support for the index.
  • On the #derivative front, weekly #futures surged by 0.61 percent, and the #OpenInterest of the current series has also surged by over 24 percent, which indicates an overall long build-up
  • The 74500 strike has significant call open interest, followed by the 75000 strike. On the put side, 74000 has a substantial open interest, followed by a 73500 strike.
  • For the weekly series, OI PCR is at 1.38.
  • 4. Key Market Indicators:
  • The volatility index, India VIX, is trading in a narrow range of 12.91-14.36 levels since the last couple of trading sessions. Currently, it is trading below its short and long-term moving averages. Going ahead, the zone of 14.70-15 will act as an immediate hurdle for the index.
  • The #Advance/Decline ratio largely tilted in favor of advancers.
  • 5. Key Sectors:
  • Nifty PSE and Nifty CPSE index have given a double bottom pattern breakout on a daily scale. Hence, we believe they are likely to outperform in the short term.
  • Apart from this, Nifty Metal and Nifty Financial Services are likely to continue their outperformance in the short term.
  • 6. FII/DII Data:
  • #FIIs sold to the tune of 2377.32 cr. while #DIIs bought to the tune of 1617.8 cr.
  • FIIs' Long-short ratio for index futures is at 18.49 as on a net basis, they sold 25007 index futures.
  • On the stock #futures front, FIIs have bought to the tune of 324994 contracts, while on the #Options Front, FIIs bought 287300 call contracts and 369746 Put Option contracts.
  • Big Money Moves! How are FIIs positioning themselves?
  • Check the latest FII activity tracker to understand market sentiment.
  • https://x.com/_sbisecurities/status/1897662754971877811?s=46
  • Macquarie on RIL
  • Upgrade to O-P, TP Rs 1500
  • RIL's share price has underperformed MSCI India by 18pp & Bharti Airtel by 60pp over past one-year.
  • Now upgrade noting a series of incremental positives over next 6-12 months
  • Looking ahead, relative to mere 2% EPS CAGR in FY23-25e, MQe- forecast an improvement to 15-16% FY25-27e EPS CAGR
  • Catalysts
  • 1) Better earnings momentum
  • 2) Jio potential listing
  • 3) Gradual commissioning of new energy capacities
  • Kotak Inst Eqt on PVR Inox
  • Upgrade to Buy, TP Rs 1200
  • Stk declined significantly in past few mths due to continued weakness in box office collections
  • While issues plaguing Bollywood seem structural, improvement in movie releases likely to drive higher Hollywood collections in 26E
  • Even as overall content cycle remains depressed, PVR INOX’s initiatives on cost optimization and capital-light expansion are noteworthy
  • Cut FY2026-27E EBITDA estimates further by 3-13%
  • UBS on FSN E Com (Nykaa)
  • Upgrade to Buy, TP Rs 200
  • BPC performance continues to surprise positively
  • BPC: Growth improving and margins holding up despite competitive pressures
  • While fashion remains a "show me" story, management has taken a prudent approach & reduced EBITDA losses
  • Stock trading at FY27E EV/EBITDA of 42x vs consumer sector average of 25x, while offering revenue CAGR (FY25-28E) of 24% vs consumer average of 12%.
  • DAM Cap on Redington
  • Buy, TP Rs 285
  • Software will be fastest growing segment, but there is sufficient growth across core verticals
  • Continue to like co’s solid position as integral partner for brands participating in ICT growth story & focus on profitable growth
  • Nuvama on Zee Ent
  • Buy, TP Rs 185
  • ZEEL's subscription rev remains strong with 7 consecutive qtr of expansion in Q3FY25.
  • Ad revenue—though currently weak—could start recovering Q2FY26 onwards
  • Stock attractively trading at 10x P/E (vs 14x 1-yr avg)
  • Nuvama on Afcons
  • Initiate Buy, TP Rs 535
  • AIL clocked order book/revenue/PAT CAGR of 16%/18%/29% over FY06–24.
  • Given its book-to-bill of 3.8x (including L1 orders), reckon EBITDA/PAT shall compound at 17%/22% over FY25–27E
  • MS on Coforge
  • OW. TP Rs 11500
  • Like added capabilities, however, price paid does not seem inexpensive
  • Assuming these as onsite centric businesses with a high single-digit EBIT margin profile, yield on total consideration paid of 6%, think acquisitions could be up to 1%PBT dilutive
  • CITI on Interglobe Aviation
  • Buy, TP Rs 5200
  • Agreement has been expanded to include damp lease of 3 additional aircraft, scheduled to join towards 2HCY25.
  • These aircraft will be used in long-haul sectors until deliveries of Airbus A321 XLR & A350-900 start from 2027 onwards
  • GS on Adani Ports
  • Buy, TP Rs 1400
  • Logistics revenue and EBITDA will continue to grow much faster in medium term
  • Stock is currently trading at 12.3X FY27E EV/EBITDA - which is close to -1std dev of its long term median.
  • Jefferies on DLF
  • Buy, TP Rs 1000
  • Stock trading at >30% NAV discount is attractive & ignores significant potential of co’s land bank beyond near-term project pipeline
  • Mumbai project launch could provide a near-term trigger
  • JPM on Steel
  • Specific scale of China steel production cut is not yet known & German infrastructure investment of €500bn spread over 10-yrs
  • Reports also suggest, might take 6-9 mths to conclude investigation around safeguard duties in India
  • JPM on BEL
  • OW, TP Rs 343
  • Think 20% correction from peak presents a good entry opportunity
  • BEL being most diversified & consistent defence play
  • BEL’s Revenue/EBITDA/PAT CAGRs of 15%/17%/16% with 25%+ average ROE over FY24- FY27E is compelling
  • AGS TRANSACT; AGS Transact and its subsidiary Securevalue India Limited (“SVIL”) defaulted on loan repayments.
  • AGS, SVIL, and ITSL delayed statutory payments due to customer payment delays and invoicing issues.
  • AGS and SVIL processed some statutory payments.
  • As on March 4, 2025 Total Exposure
  • Company: INR 592.49 crore (Fund Based facilities)
  • SVIL: INR 126.71 crore (Fund Based facilities)
  • ALLIED BLENDERS: Company has approved the appointment of Mr. Arvind Hangal and Ms. Roshni Chatterjee as Marketing Director and designated as Senior Management Personnel (‘SMP’) of the Company with immediate effect i.e. March 06, 2025
  • Ms. Roshni Chatterjee has over 18 years of experience in driving growth across FMCG (Unilever, Kraft, Heinz) and B2B (Sleek, Jungle Venture) in APAC region. Her expertise has been in growing businesses through strategic & data driven marketing, product innovation, integrated campaigns & cross functional collaboration.
  • Mr. Arvind Hangal ,Prior to joining company, he was associated with Novartis India as Category Manager.
  • ZAGGLE PREPAID: WINS ORDER
  • Zaggle Prepaid Ocean Services Limited (Zaggle), has entered into an agreement with Omega Healthcare Management Services Private Limited.
  • Zaggle would provide Omega Healthcare Management Services Private Limited the Zaggle Save (Employee expense management & benefits)
  • JSW ENERGY: Update On Acquisition of KSK Mahanadi Power Company Limited
  • The acquisition of KSK Mahanadi Power is complete, with ₹16,084.08 crore paid.
  • The company now holds 74% equity, while secured creditors hold 26%. KSK Mahanadi Power is now a subsidiary.
  • The company aims for 20 GW capacity by FY 2030, with the KSK Mahanadi acquisition accelerating this goal.
  • JSW ENERGY: The 3,600 MW thermal plant in Chhattisgarh uses domestic coal. Currently, 1,800 MW is operational with a 15-year lifespan and 95% tied to long-term agreements.
  • Another 1,800 MW is under construction, with one unit 40% complete. The plant has secured fuel, water, rail, and transmission infrastructure.
  • The company surpassed 10 GW capacity before FY 2025, reaching 10,200 MW.
  • It operates 5,308 MW of thermal power, with 350 MW in Odisha awaiting commissioning.
  • It targets 20 GW generation and 40 GWh storage before 2030.
  • JSW ENERGY CFO ON KSK ACQUISITION, Says The asset has strong cash flow and mid-teen Equity IRR.
  • With 1,800 MW expansion at low cost, the company plans to maximize generation and cut costs to boost EBITDA in 12-18 months.
  • S&P 500 briefly falls below 200-day moving average for first time since November 1st 2023.
  • GENSOL ENGINEERING CFO Resigned again
  • https://t.me/BeatTheStreet10
  • Last time CFO Resigned in Oct-24
  • https://t.me/BeatTheStreet10
  • Mr. Ankit Jain, Chief Financial Officer and Key Managerial Personnel has resigned from the services of the Company Due To Personal Reasons With immediate Efffect
  • GENSOL ENGINEERING: Co. appointed Mr. Jabirmahendi Mohammedraza Aga as the Chief Financial Officer and Key Managerial with effect from March 07, 2025
  • Currently, He is playing a key role within Gensol Group
  • EU to explore long-term reform of fiscal rules for defense.
  • NASDAQ DOWN 3 % , DOW FALLS 600 PTS
  • *WHAT HAPPENED OVERNIGHT*
  • -> Trump postpones Canada, Mexico tariffs to April 2, markets were unresponsive
  • -> SPX -1.78%, Nasdaq -2.61%, Russell -1.64%
  • -> S&P 500 respected 200-day MA at 5725 by NY close
  • -> AI names sold off heavily following reports that Alibaba has launched a new DeepSeek competitor
  • -> Tesla -5.6% with growing concerns over dropping sales & Musk’s involvement with Trump
  • -> VIX has remained elevated, rising +13.4% to 24.87
  • -> Dollar Index hits low of 103.76 & the bounces > 104
  • -> EURUSD's return below 1.08 - stabilised the Dollar
  • -> UST 10y yield unchanged at 4.28%
  • -> Brent Oil +0.3% to $69.52
  • -> US jobs data tonight; median estimate at 160k
  • Most tariffs take effect April 2; no changes to steel & aluminum tariffs—short-term pain for long-term gain," says US President Trump.
  • CITI on Interglobe Aviation
  • Buy, TP Rs 5200
  • Agreement has been expanded to include damp lease of 3 additional aircraft, scheduled to join towards 2HCY25.
  • These aircraft will be used in long-haul sectors until deliveries of Airbus A321 XLR & A350-900 start from 2027 onwards
  • GS on Adani Ports
  • Buy, TP Rs 1400
  • Logistics revenue and EBITDA will continue to grow much faster in medium term
  • Stock is currently trading at 12.3X FY27E EV/EBITDA - which is close to -1std dev of its long term median.
  • MS on Coforge
  • OW. TP Rs 11500
  • Like added capabilities, however, price paid does not seem inexpensive
  • Assuming these as onsite centric businesses with a high single-digit EBIT margin profile, yield on total consideration paid of 6%, think acquisitions could be up to 1%PBT dilutive
  • DAM Cap on Redington
  • Buy, TP Rs 285
  • Software will be fastest growing segment, but there is sufficient growth across core verticals
  • Continue to like co’s solid position as integral partner for brands participating in ICT growth story & focus on profitable growth
  • Jefferies on DLF
  • Buy, TP Rs 1000
  • Stock trading at >30% NAV discount is attractive & ignores significant potential of co’s land bank beyond near-term project pipeline
  • Mumbai project launch could provide a near-term trigger
  • Nuvama on Zee Ent
  • Buy, TP Rs 185
  • ZEEL's subscription rev remains strong with 7 consecutive qtr of expansion in Q3FY25.
  • Ad revenue—though currently weak—could start recovering Q2FY26 onwards
  • Stock attractively trading at 10x P/E (vs 14x 1-yr avg)
  • Nuvama on Afcons
  • Initiate Buy, TP Rs 535
  • AIL clocked order book/revenue/PAT CAGR of 16%/18%/29% over FY06–24.
  • Given its book-to-bill of 3.8x (including L1 orders), reckon EBITDA/PAT shall compound at 17%/22% over FY25–27E
  • JPM on Steel
  • Specific scale of China steel production cut is not yet known & German infrastructure investment of €500bn spread over 10-yrs
  • Reports also suggest, might take 6-9 mths to conclude investigation around safeguard duties in India
  • Nuvama on Afcons
  • Initiate Buy, TP Rs 535
  • AIL clocked order book/revenue/PAT CAGR of 16%/18%/29% over FY06–24.
  • Given its book-to-bill of 3.8x (including L1 orders), reckon EBITDA/PAT shall compound at 17%/22% over FY25–27E
  • JPM on BEL
  • OW, TP Rs 343
  • Think 20% correction from peak presents a good entry opportunity
  • BEL being most diversified & consistent defence play
  • BEL’s Revenue/EBITDA/PAT CAGRs of 15%/17%/16% with 25%+ average ROE over FY24- FY27E is compelling
  • UBS on FSN E Com (Nykaa)
  • Upgrade to Buy, TP Rs 200
  • Stock trading at FY27E EV/EBITDA of 42x vs consumer sector average of 25x, while offering revenue CAGR (FY25-28E) of 24% vs consumer average of 12%.
  • BPC performance continues to surprise positively
  • BPC: Growth improving and margins holding up despite competitive pressures
  • While fashion remains a "show me" story, management has taken a prudent approach & reduced EBITDA losses
  • INOX WIND ; Inox Wind bags a large 153 MW order
  • Receives first-ever order for 153 MW from a leading renewable energy player, a member of a large global clean energy company, for a project being developed in Tamil Nadu
  • Multi-year post commissioning O&M services to be part of the contract
  • BEL ; JP MORGAN EXPECTS RS 12000 CR ORDER FROM BEL BY 31 MARCH
  • NOTE : BEL FY25 ORDER TILL 6 MARCH IS AT 13,724 CR V 25000 CR FY25 GUIDANCE
  • IN Q3 , Management Reiterate FY25 order Guidance
  • Goldman Sachs on Adani Ports
  • • Maintain Buy with target price of Rs 1,400
  • • New port ramp-up, growing inland logistics and reasonable valuations make us positive
  • • Logistics revenue and EBITDA will continue to grow much faster in the medium term
  • SAHANA SYSTEMS; Sahana Systems Wins ₹16 Cr Govt Contract for Digital Dashboard
  • Sahana Systems secured a ₹16 Cr contract from India’s Ministry of Information & Broadcasting to develop an integrated dashboard for the New Media Wing. Awarded via GeM, the project aims to enhance digital communication using real-time data, analytics, and visualization tools.
  • JINDAL STAINLESS; Jindal Stainless Completes JCL Stake Divestment
  • Jindal Stainless Ltd. has fully divested its 26% stake in Jindal Coke Ltd. (JCL).
  • After an earlier 4.87% sale, the company tendered its remaining 21.13% in JCL’s buyback offer, completing the exit.
  • The total transaction value was ₹194.89 crore, with ₹158.40 crore from the buyback. JCL is no longer an associate of the company.
  • VERANDA LEARNING; Veranda Learning Partners with IIT Madras for Online Courses
  • Veranda Learning has signed an MoU with IIT Madras to offer skill-building courses on the SWAYAM Plus platform.
  • Initially focused on competitive exam prep, the program aims to expand into other domains, targeting students in Tier-2 and Tier-3 cities.
  • MUTHOOT FINANCE, MANAPPURAM FINANCE; RBI to Tighten Gold Loan Rules - ET Report
  • India's central bank plans stricter underwriting and end-use monitoring to curb rapid gold loan growth, sources say.
  • E2E has been empaneled by IndiaAI (Independent Business Division) within Digital India Corporation under Ministry of Electronics & Information Technology, Government of India as per their Letter of Intent dated February 07,2025. The same is for providing AI Services on cloud under various services such as AI Compute units , Networks Services and Storage services
  • #Nuvama's (https://t.me/+RwQfxevh9XRNqvaz)buy call on #ZeeEnt (https://t.me/+RwQfxevh9XRNqvaz): promoters bought 2.7mn shares worth ₹27 cr through open market, stake moved to 4.28%. Zee's subscription revenue remains strong with seven consecutive quarters of expansion in Q3FY25. On valuations front, stock is attractively trading at 10x P/E, shows belief in long-term prospects & growth potential.
  • AGS TRANSACT; AGS Transact and its subsidiary Securevalue India Limited (“SVIL”) defaulted on loan repayments.
  • AGS, SVIL, and ITSL delayed statutory payments due to customer payment delays and invoicing issues.
  • AGS and SVIL processed some statutory payments.
  • As on March 4, 2025 Total Exposure
  • Company: INR 592.49 crore (Fund Based facilities)
  • SVIL: INR 126.71 crore (Fund Based facilities)
  • JSW ENERGY: Update On Acquisition of KSK Mahanadi Power Company Limited
  • The acquisition of KSK Mahanadi Power is complete, with ₹16,084.08 crore paid.
  • The company now holds 74% equity, while secured creditors hold 26%. KSK Mahanadi Power is now a subsidiary.
  • The company aims for 20 GW capacity by FY 2030, with the KSK Mahanadi acquisition accelerating this goal.
  • VERANDA LEARNING; Veranda Learning Partners with IIT Madras for Online Courses
  • Veranda Learning has signed an MoU with IIT Madras to offer skill-building courses on the SWAYAM Plus platform.
  • Initially focused on competitive exam prep, the program aims to expand into other domains, targeting students in Tier-2 and Tier-3 cities.
  • PVRINOX; Karnataka Home Minister promises to regulate and cap multiplex ticket rates - BL
  • PVR has more than 215 screen in Karnataka -second highest after Maharashtra
  • Karnataka accounts for more than 12% of the total screens for PVR
  • CG POWER , SYRMA SGS , MOSCHIP TECH ; Govt finalizes India Semiconductor Mission Phase 2, focusing on advanced design innovations.
  • The government is also working to make sure that the fabless semiconductor chip' ecosystem is also enhanced further by making changes to the design linked incentive scheme - BS
  • PI IND ; Analyst Note: Pyraxosulfone Prices Drop 10% MoM
  • Feb data: First significant price dip in 1.5 years.
  • Key drivers:
  • Patent expiry (US) – Now faces generic competition.
  • High inventory – Distributors stocked up pre-expiry.
  • Price cuts ahead – Competition likely to drive further declines.
  • JANA SMALL FIN BANK IN FOCUS
  • BANK GETS FEMA LICENSE FORM RBI TO DEAL IN FX
  • NEGATIVE NEWS FOR SIEMENS
  • SIEMENS: CHRIS WOOD MAKES IMPORTANT CHANGES TO ASIA EX JAPAN PORTFOLIO || 4% WEIGHT IN CO HAS BEEN REDUCED
  • Mutual Fact Sheet for the Month of Feb is expected in next few days across fund houses
  • Would be interesting to see what mutual funds sold or bought during the market fall and turbulence
  • Few Mutual funds sitting on cash or stocks - deployment and churn would be watched!
  • AKZO NOBEL: Transactions to provide specific support for Liquid and Powder coatings businesses of Acquisition of Powder Coatings operations and International Research Center by AkzoNobel NV - INVESTOR PRESENTATION
  • Transfer of Decorative Paints IP to Akzo Nobel India
  • Advantages of the transactions:
  • Position Akzo Nobel India as a more focused liquid paints and coatings business
  • Become fully brand and technology independent in its core Decorative Paints business
  • Share benefits with our shareholders, as per past precedents
  • PI IND ; Analyst Note: Pyraxosulfone Prices Drop 10% MoM
  • Feb data: First significant price dip in 1.5 years.
  • Key drivers:
  • Patent expiry (US) – Now faces generic competition.
  • High inventory – Distributors stocked up pre-expiry.
  • Price cuts ahead – Competition likely to drive further declines.
  • BEML : BEML Showcased UAVs, including Vihangam-35, a high-performance reconnaissance & surveillance UAV, and Abhinandan HNX50, a next-generation RPAS AT AERO INDIA 2025
  • JANA SMALL FIN BANK IN FOCUS
  • BANK GETS FEMA LICENSE FORM RBI TO DEAL IN FX
  • NEGATIVE NEWS FOR SIEMENS
  • SIEMENS: CHRIS WOOD MAKES IMPORTANT CHANGES TO ASIA EX JAPAN PORTFOLIO || 4% WEIGHT IN CO HAS BEEN REDUCED
  • Mutual Fact Sheet for the Month of Feb is expected in next few days across fund houses
  • Would be interesting to see what mutual funds sold or bought during the market fall and turbulence
  • Few Mutual funds sitting on cash or stocks - deployment and churn would be watched!
  • Siemens: Chris Wood Makes Important Changes To Asia Ex Japan Portfolio | 4% Weight In Siemens Has Been Reduced, Big Cut
  • HEXAWARE TECH: CY24 GROWTH AT 13.5% WHILE MOST CO WERE IN LOW SINGLE DIGIT GROWTH || DECIDED NOT TO PROVIDE AN ANNUAL GUIDANCE - CNBC TV18
  • AKZO NOBEL: Transactions to provide specific support for Liquid and Powder coatings businesses of Acquisition of Powder Coatings operations and International Research Center by AkzoNobel NV - INVESTOR PRESENTATION
  • Transfer of Decorative Paints IP to Akzo Nobel India
  • Advantages of the transactions:
  • Position Akzo Nobel India as a more focused liquid paints and coatings business
  • Become fully brand and technology independent in its core Decorative Paints business
  • Share benefits with our shareholders, as per past precedents
Panchkarma