News

SEPC Bags Orders Worth ₹551 Cr In H1FY26

Parag Thakkar, Senior Fund Manager, Fort Capital

On IT: “

The four largecaps – Infosys, TCS and HCLTech and Tech Mahindra are offering 4-4.5% dividend yield, 5-5.5% free cash flow. So, we definitely want to buy, but we want to buy gradually because we know that we are swimming against the tide in IT.”

In the grey market, Lenskart shares are currently selling at a premium of ₹59, suggesting a possible listing gain of almost 15% when the stock makes its debut on the exchanges on November 10.

When the issue went on sale on October 31, the grey market premium (GMP) was approximately ₹95. Since then, it has decreased.

As companies react to their results, Hitachi Energy shares also surged after Q2 results.

The shares of 3M India surged by over 11% after it reported ist Q2 results.

Thangamayil Jewellery extends gains, up nearly 30% this week

The shares of Nifty 50 component Tata Consumer witnessed a sharp fall.

Indus Towers up nearly 3% after Bharti Airtel board gives nod to acquire additional stake in the company.

Hero MotoCorp is down 2% as October sales miss estimates; total sales down 7% YoY due to domestic weakness

Market opens flat, Nifty below 25,750

Glenmark Ph | US Arm To Launch 8.4% Sodium Bicarbonate Injection

Sodium Bicarbonate Injection Market Achieved Annual Sales Of Approximately $63.8 million

Rupee opens at 88.41/$ vs Monday’s close of 88.78/$

Mitessh Thakkar, Bonanza Portfolio

Buy Alkem Laboratories with a stop loss of ₹5580 and a target of ₹5730

Buy Biocon with a stop loss of ₹372 and a target of ₹388

Buy Indus Towers with a stop loss of ₹376 and a target of ₹395

Sell KEI Industries with a stop loss of ₹4,050 and a target of ₹3,850

Siddharth Rai Mangala, Sr. Research Analyst, Stockbox Technologies

Buy Alkem Laboratories with a stop loss of ₹5,605 and a target of ₹5,675 and 5,690

Buy Solar Industries India with a stop loss of ₹14,080 and a target of ₹14,300 and 14,350

Here’s a list of stocks that are in focus going into trade today

Here’s a list of stocks that are in focus going into trade today

Here’s how the global market cues are placed this morning

Here’s how the global market cues are placed this morning

Sanjeev Prasad –Kotak Institutional Equities 

The 2QFY26 earnings season shows (1) subdued trends in mass-consumption items but an uptick in select discretionary segments, (2) modest IT services demand and (3) moderate loan growth for banks. Nonetheless, aggregate earnings are ahead of our estimates, with (1) metals & mining and (2) OMCs driving the beat in the KIE universe earnings print.

Model portfolio changes

We increase the weight on RELIANCE by 100 bps to 9.9% and on LT by 70 bps to 2.7% & remove HNDL (170 bps earlier) from model portfolio

The parent company of the financial platform Groww, Billionbrains Garage Ventures Ltd., will begin accepting subscriptions for its initial public offering (IPO) on Tuesday, November 4, and it will end on November 7. The pricing range for the ₹6,632 crore issuance is between ₹95 and ₹100 per share.

With a minimum investment of ₹15,000, retail investors can bid for at least one lot of 150 shares, as well as multiples of that amount.

The National Stock Exchange announced on Tuesday, November 4, that a pre-open session will also be held for the Futures & Options (F&O) segment.

Starting December 8, the Pre-Open session will be held from 9 AM to 9:15 AM, the NSE said in its circular.

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