LISTING UPDATE-July 30

GNG
IPO PRICE: 237
LOT SIZE – RETAIL: 63
LOT SIZE – HNI: 882

LISTING PRICE: 355(+118₹,+49.79%)
LISTING GAIN – RETAIL: 7434/-
LISTING GAIN – HNI: 1,04,076

– INDIQUBE
IPO PRICE: 237
LOT SIZE – RETAIL: 63
LOT SIZE – HNI: 882

LISTING PRICE: 216(-21₹,-8.86%)
LISTING LOSS – RETAIL: 1323/-
LISTING LOSS – HNI: 18,…[Read more]

Fund house recommendations -July 30

Infrastructure & Construction

Larsen & Toubro (L&T)
Positive

Jefferies: Buy | TP ₹4,230 (↑ from ₹3,965)

B&K: Buy | TP ₹4,034 (↑ from ₹3,986)

Haitong: Outperform | TP ₹4,150 (↑ from ₹3,800)

Investec: Buy | TP ₹4,460 (↑ from ₹4,115)

Motilal Oswal (MOSL): Buy | TP ₹4,200 (↑ from ₹4,100)

Neutral

Axis: Buy…[Read more]

Stocks-in-focus and key updates with sentiment indicators (👍🏼 Positive | 🤞🏼 Neutral | 👎🏿 Negative):

Infrastructure, EPC & Construction
PNC Infratech: Bags ₹2,956 Cr mining services order from SECL. 👍🏼

Omaxe Ltd: Gets ₹500 Cr investment from Oaktree for large-scale projects. 👍🏼

HG Infra: Acquires Angul Sundargarh Transmission, enabling fur…[Read more]

Brokers recommendations:

Capital Goods / Defence
Bharat Electronics Ltd (BEL)

UBL: Maintain Buy, Target ₹450 ( Positive)

JP Morgan: Maintain Overweight, Target ₹490 (Positive)

Nomura: Maintain Buy, Target raised to ₹2,388 ( Positive)

Pharmaceuticals & Healthcare
Ajanta Pharma

Jefferies: Maintain Buy, Target raised to ₹3,320 ( Positiv…[Read more]

FII Net Outflow

2021: -85,670
2022: -286,494
2023: -19,526
2024: -295,393
2025: -129,478 ( til july)

Total FII Outflow = ₹ -816,561 CR

DII Net Inflow

2021: +92,406
2022: +274,737
2023: +182,185
2024: +503,381
2025: +362,391 (2025 til july)

FII Sold
₹ 8.17 Lac CR

DII Buy
₹ 14.15 Lac CR

Corporate Actions

Dividend

28-Jul-25
WIPRO: Interim Dividend – Rs. – 5.00
YSL: Final Dividend – Rs. – 500.00
EIHAHOTELS: Final Dividend – Rs. – 3.50
DLF: Final Dividend – Rs. – 6.00
KPITTECH: Final Dividend – Rs. – 6.00
COSMOFIRST: Final Dividend – Rs. – 4.00
SHYAMMETL: Interim Dividend – Rs. – 1.80
CRISIL: Interim Dividend – Rs. -…[Read more]

LISTING UPDATE

SAVY INFRA – NSE Emerge
IPO PRICE: 120
LOT SIZE – RETAIL: 2400
LOT SIZE – HNI: 3600

LISTING PRICE: 136.50(+16.50₹,+13.75%)
LISTING GAIN – RETAIL: 39,600/-
LISTING GAIN – HNI: 59,400/-

SWASTIKA – BSE SME
IPO PRICE: 65
LOT SIZE – RETAIL: 4000
LOT SIZE – HNI: 6000

LISTING PRICE: 67(+2 ₹,+3.08%)
LISTING GAIN – RETAIL: 800…[Read more]

NSDL IPO details

– NSDL has fixed price band of its IPO between ₹760 to ₹800
– IPO will open on 30th July and close on 1st August
– Minimum lot size = 18 shares

Promoter Huge Buying SmallCap & MicroCap Stocks!
1. Cosmic CRF Ltd.
2. ABS Marine Services Ltd.
3. Enviro Infra Ltd.
4. Prizor Viztech Ltd.
5. Insolation Energy Ltd.
6. Man Infra-construction Ltd.
7. VVIP Infratech Ltd.
8. Mach Conferences Ltd.
9. Kore Digital Ltd.
10. Teerth Gopicon Ltd.

IPO Alert – M&B Engineering Ltd.
Merchant Banker: DAM Capital
IPO Launch: Scheduled for next week

Company Overview:
M&B Engineering Ltd., headquartered in Ahmedabad, Gujarat, is one of India’s leading providers of Pre-Engineered Buildings (PEBs) and Self-Supported Roofing solutions.

The business operates through two strategic div…[Read more]

Stocks removed from F&O from August Month

ACC
Aarti Ind
Balkrishna Ind
Bsoft
Chambal Fert
Hind Copper
MGL
M&M Finance
PEL
Tata Communications

Stocks removed from F&O from Sept Month

ABFRL
Adani Total Gas
CESC
Granules
IRB Infra
JSL
Poonawalla Fincorp
SJVN

Stock removed from F&O from Oct Month*

Tata Chemicals

Fund Flow Activity:

23 July 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

F&O Volume: 19244685.25 + 1944705.56 Total: 21189390.81

*Provisional Cash *

FII/FPI: NET SELL: -4209.11
(14475.50 – 18684.61)

DII: NET BUY: +4358.52
(15146.43 – 10787.91)

The long-feared Market Coupling is finally here — starting January 2026.

What it means:
CERC has approved the coupling of the Day-Ahead Market (DAM) — where now power exchanges (like IEX) won’t compete on price discovery. Instead, a common algorithm will decide the best price, and trades will be allocated accordingly.

Why it’s negative for I…[Read more]

Fund House Recommendations – July 24, 2025

🔹 Tech & IT
🟢 Positive

Macquarie on Persistent: Outperform, TP raised to ₹7,330

MOSL on Persistent: Outperform, TP at ₹6,800

Jefferies on Infosys: Buy, TP raised to ₹1,860 (from ₹1,660)

Centrum on Infosys: Buy, TP raised to ₹1,942 (from ₹1,917)

Axis on Infosys: Add, TP raised to ₹1,720 (from…[Read more]

LISTING UPDATE-JULY 23, 2025

MONIKA – SME
IPO PRICE: 286
LOT SIZE – RETAIL: 800
LOT SIZE – HNI: 1200

LISTING PRICE: 288(+2₹,+0.70%)
LISTING GAIN – RETAIL: 1600/-
LISTING GAIN – HNI: 2400/-

Earnings Calls – 23 July 2025

Dalmia Bharat – 10:00 AM

InfoBeans Technologies (Webinar) – 10:00 AM

Ideaforge Technology – 11:00 AM

Goodluck India – 12:00 PM

KEI Industries – 12:00 PM

SG Finserve – 12:00 PM

Dynamic Cables – 2:00 PM

United Breweries – 3:00 PM

Aurionpro Solutions (Webinar) – 4:00 PM

DCM Shriram – 4:00 PM

Kirloskar Pneumat…[Read more]