Morning Market Pulse

Morning Market Pulse

Key Highlights:

Investors lost ?3 lakh crore as Sensex and Nifty sink

Main reasons

1. FIIs going to Chinese markets - Due to stimulus from Chinese government and their Central Bank, Hang Seng is up 14.3% in last 5 days. Shanghai is up 18% over same period and 6.82% just today.

2. Geopolitical stability - Tensions going on in Middle East

3. US Data and FED Meeting - This week we will see US payroll data coming, FED’s Powell speech today and there’s a 53% chance that FED will ease by 50 basis points?on?November?7.

Key Highlights from SEBI Board Meeting:

  • No decision on F&O segment changes.
  • SEBI mandates UPI block mechanism or 3-in-1 trading for stock brokers, effective by February 2025.
  • SEBI expands the T+0 settlement cycle to include the top 500 market cap stocks.
  • Simplified eligibility criteria and compliance requirements for Investment Advisers (IAs) and Research Analysts (RAs).
  • Facilitation of speedier disposal of cases related to certain types of violations.
  • Reduced timeline for rights issues to 23 working days from the current average of 317 days.
  • Introduction of a single filing system for listed entities to file reports and documents on one exchange, which will be automatically disseminated to the other exchange(s).
  • Regulatory framework introduced for a new investment product/asset class aimed at High Net Worth Individuals (HNIs).This product bridges the gap between Mutual Funds and Portfolio Management Services by providing greater flexibility in portfolio construction.

Unlisted Share News:

CRED's Revenue Surges to Rs 2,473 Cr in FY24 with 41% Reduction in Losses CRED reported a 66% revenue growth in FY24, reaching Rs 2,473 crore, while cutting its operating losses by 41% to Rs 609 crore. The fintech firm also saw a 55% rise in total payment value and a 34% increase in monthly transacting users.

InCred Capital Plans to Raise $50 Mn Amid Family Office Backing InCred Capital is gearing up to raise $50 million, supported by family offices. The new funding is expected to drive growth and bolster its strategic initiatives.

Swiggy, Hyundai India, Acme Solar, Vishal Mega Mart, Mamata Machinery IPOs get?SEBI?approval: The regulator issued observation letter to Swiggy, and Hyundai Motor India on September 24, and Vishal Mega Mart on September 25, while Acme Solar Holdings, and Mamata Machinery received the observation letter on?September?27.

Key Market Highlights:

  • Profit Booking: Trent & Bharat Electronics (BEL) fell 3% each after being included in the Nifty 50.
  • Iron Ore Rally: NMDC surged 4%, marking its 8th straight session of gains as global iron ore prices continued to rise.
  • Realty Sector: Nifty Realty declined for the second straight session, with stocks falling up to 5%.
  • Regulatory Concerns: Aurobindo Pharma slipped 3% after receiving 10 observations from the US FDA for its Telangana facility.
  • Withdrawal of Rights Issue: Indian Oil Corporation (IOC) fell 2% before recovering after withdrawing its proposed ?22,000 crore rights issue.
  • Sectoral Performances: Nifty Metal gained for the 7th consecutive session, supported by NMDC and Welspun Corp.

Top Gainers:

  • NMDC: +4% (Boosted by rising iron ore prices)
  • Reliance Infra: +4% (Arbitration case ruled in the company’s favor)
  • Welspun Corp: +3% (Nifty Metal gains on China’s continued stimulus)

Top Losers:

  • PB Fintech: -6% (On reports of potential plans to enter healthcare space)
  • Hero MotoCorp & TVS Motors: -4% (Ahead of monthly auto sales data)
  • Trent & BEL: -3% each (Profit booking post Nifty inclusion)

Sector Highlights:

  • Nifty Auto: Snapped its two-day winning streak, with Hero MotoCorp and TVS Motors leading the declines, down 4% each.
  • Nifty Bank: Declined for the second session, led by losses in Axis Bank and ICICI Bank.
  • Nifty Metal: Extended its winning streak for the 7th session, driven by NMDC and Welspun Corp.
  • Nifty Realty: Declined for the second straight session, dragged down by Macrotech Developers and DLF.

August Eight Core Sector Data:


Economy Updates:

? US: Federal Reserve Chair Jerome Powell will speak at the National Association for Business Economics Annual Meeting, in Nashville

? US: Federal Reserve Governor Michelle Bowman will speak about the economic outlook and monetary policy at the Georgia Bankers Association

? Europe: ECB President Christine Lagarde will speak about monetary policy at the European Parliament, in Brussels

IPO Corner:

  • One Of The Largest Solar Photo-Voltaic (PV) Module Manufacturer With Capacity of 3.5 GW

Vikram Solar Files DRHP With SEBI

Size of IPO

Fresh - 1500 Cr

OFS - 1,74,50,882 Shares

Retail?qouta:?35%

  • All Time Plastics files IPO papers with Rs 350 crore fresh issue and OFS of 52.5 lakh shares
  • Power electronics solutions firm Prostarm Info Systems files?IPO?papers

Mainboard IPO Updates

1.KNR Heat Exchanger Subscribed 213.41 times on Final Day; Allotment Expected by late today night (GMP 118%)

2. Diffusion Engineers subscribed 114.50 times on Final Day:

Issue date-26 to 30 Sep

Issue size - Rs. 158 crores

QIB-95.74x

NII-207.60x

Retail - 85.61x

Employee: 95.05x

Total-114.50x

FII DII Data:


Mohammad Haeri

basalam.com/mamadketab t.me/mamadketab

4 个月

Unfortunately, at the behest of Trump and Biden and iranian globalists, my children and i became torture in iran for more than five years ,and i have lost my job since 2019, but i was just a simple employee. They ransacked all the property of my heritage in Eslam shahr and Robat karim, and they ransacked the bulk of my lands with fake documents. However, i hope, one day a generation of politicians in iran and the united states is looking at such shameless actions that have done with me and my children without justified reasons, not the sense of pride that they now have. I wish they stopped torturing my children and i soon, and I wish one day comes, when the future generations of the united states and iran, have apologized to me and my children for torturing during the Past five years - torture without having justified me and my children.

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