Published on 01/07/2025 01:05 PM
Eicher Motors
Total VECV Sales Down 0.8% At 7,363 Units Vs 7,424 Units (YoY)
Anirudh Garg, Partner & Head of Research, Invasset PMS
Market
Our stance has been very clear since February. It was February or mid-February when we went all in and deployed 100% of our cash that we were holding before it into equities.
The triggers for the market – I believe we should see with the relative changes that are there in the Indian market right now we thought that we should hit 26,300, the all-time highs, maybe in the next two to three months.
Defence
We should focus on companies which are now focused on earnings; we have seen the first part of the rally play out, where they were re-rated because they were neglected.
Now, the earnings would catch up. For example, something like a Mazagon Dock, we like a lot; something like Bharat Electronics, we are holding in our portfolio; something like Bharat Dynamics, we are holding in a portfolio – the better ones which are getting orders and which are able to execute those orders faster.
Hindustan Aeronautics, we are not holding because we believe that there is a lot of delay in the execution of orders. For different sectors, different things you have to see, especially for capex, the main thing is execution.
Apollo Hosp Says
Coal India
June Production Down 8.5% At 57.8 mt Vs 63.1 mt (YoY)
June Offtake Down 7.4% At 60.4 mt Vs 65.2 mt (YoY)
Parth Jindal, JSW Paints
June Auto Sales | SML Isuzu
Total Sales Up 6.3% At 1,871 Units Vs 1,760 Units YoY
The Nifty Midcap Index, along with the benchmark markets, fell on Tuesday.
The top three losers here are:
Dixon Tech shares declined by 3.09%
SBI card shares declined by 2.99%
NMDC shares fell by 2.81%
Lloyds Engg Board Approves Acquisition Of An Additional 11% Stake In Techno Ind For ₹25 Cr. The company shares surged ₹2.76, or 3.89%. The current stock price stands at ₹73.75.
#JustIn | #EicherMotors June Sales:
▶️Total #RoyalEnfield Sales At 89,540 Units Vs CNBC-TV18 Poll Of 85,750 Units
▶️Total Royal Enfield Sales Up 22% At 89,540 Units Vs 73,141 Units YoY
▶️Total Royal Enfield Exports Up 79% At 12,583 Units Vs 7,024 Units YoY pic.twitter.com/Y5iN3NpbVv
— CNBC-TV18 (@CNBCTV18Live) July 1, 2025
CS Setty, Chairman, SBI On CNBC-TV18
M&M June #Auto Sales: Total sales at 78,969 units vs CNBC-TV18 poll of 78,188 units
▶️Overall Sales Up 14% YoY At 78,969 Units Vs 69,397 Units (YoY)
▶️Total PV Sales Up 18% At 47,306 Units Vs 40,022 Units (YoY)
▶️Total Exports Up 1% At 2,634 Units Vs 2,597 Units (YoY)
EllenbarrieInd Gases On CNBC-TV18
India’s manufacturing activity accelerated to a 14-month high in June, driven by a substantial rise in international sales that boosted output and sparked record-breaking hiring, a business survey showed on Tuesday.
Mitessh Thakkar, Technical Analyst
Buy Dabur with a stop loss of ₹482 and a target of ₹500
Buy DMart with a stop loss of ₹4,430 and a target of ₹4,560
On Apollo Hospitals
If you get levels close to about ₹7,400 that will be an excellent entry point. Eventually the stock will touch ₹7,800-7,850 levels.
Keystone | Gets LoA For GTB Nagar Redevelopment In Partnership With MHADA, GDV Of ₹4,521 Cr#NewListing | Raymond Realty lists at ₹1,000/sh vs discovered price of ₹1,039/sh pic.twitter.com/VHiJ5NhAbO
— CNBC-TV18 (@CNBCTV18Live) July 1, 2025
#NewListing | Globe Civil Projects lists at ₹90/sh vs issue price of ₹71/sh pic.twitter.com/p96jUipsrF
— CNBC-TV18 (@CNBCTV18Live) July 1, 2025
#NewListing | Ellenbarrie Industrial Gases lists at ₹486/sh vs issue price of ₹400/sh pic.twitter.com/rDQdbImJgh
— CNBC-TV18 (@CNBCTV18Live) July 1, 2025
Bharat Electronics shares surged to a record high after the company got an additional order worth ₹528 crore since June 20.
The share price rose to ₹434.30, jumping by ₹12.80 or 3.04%
Kalpataru Ltd lists at IPO price of ₹414/share on NSE
The shares of defence companies, after a small hiatus, surged again on Tuesday.
#CNBCTV18Market | PSU Banks lower, snaps from five-day winning streak, major stocks down nearly 2% each pic.twitter.com/7kGKj8v16W
— CNBC-TV18 (@CNBCTV18Live) July 1, 2025
IDFC First Bank up nearly 4% on positive brokerage note from Investec
The shares of Asian Paints surged by over 2% after the ICICI Securities changed its ratings to positive after 4 years.
Sigachi Industries shares continued to decline on Tuesday’s trade, adding to losses on Monday. This comes after a reactor blast in Telangana, killing 12. On Tuesday, the shares slipped further by 5%.
The shares of Dixon Tech are under pressure on Tuesday, as the company stocks were downgraded by Morgan Stanley.
The company shares declined by 2.5%
Shares of auto components manufacturer Gabriel India Ltd., surged 20% on Tuesday, July 1, after the company announced a scheme of arrangement for the amalgamation of Anchemco India Pvt. Ltd. into Asia Investments Pvt. Ltd. and the subsequent demerger of the automotive undertakings of the company.
#CNBCTV18Market | Market opens flat, #Nifty above 25,550 pic.twitter.com/DoVYmuGEaD
— CNBC-TV18 (@CNBCTV18Live) July 1, 2025
Sudarshan Sukhani, Technical Trends
Buy Ramco Cementwith a stop loss of ₹1,055
Buy Coromandel International with a stop loss of ₹2,440
Buy UPLwith a stop loss of ₹647
Buy JSLwith a stop loss of ₹694**
Mitessh Thakkar, Technical Analyst
Buy UPL with a target of ₹680
Buy Coromandel International with a stop loss of ₹2,460 and a target of ₹2,600
Buy SRF with a stop loss of ₹3,200 and a target of ₹3,330
Buy TCS with a stop loss of ₹3,440 and a target of ₹3,505
Bajaj Auto June Auto Sales
Total Sales Up 1% At 3.60 Lk Units Vs 3.58 Lk Units YoY
Bajaj Auto’s Jun total CV sales 62,322 units, up 14% on year
Bajaj Auto Apr-Jun total sales 1.11 mln units, up 1% on year
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