| 19 March 2026 14 |
| 1 |
19 Mar |
7:16 PM |
Aluminium (LME) |
Aluminium prices drop over 8% on LME — largest decline since 2018 |
Historic metals crash — global demand fear signal |
SELL |
Largest Al drop since 2018 = macro alarm. Bearish for Hindalco, Vedanta. Avoid metals short-term |
| 2 |
19 Mar |
7:16 PM |
US Jobless Claims |
US continuing jobless claims: 1,857K vs 1,850K previous; est 1,852K |
Marginally above estimate — slight softening in US labour market |
HOLD |
Small miss but not alarming. Watch if trend continues — matters for Fed rate expectations |
| 3 |
19 Mar |
7:16 PM |
US Philly Fed Mfg Index |
Philadelphia Fed Manufacturing Index (Mar): 18.1 vs 16.3 previous; est 8.0 — massive beat |
Manufacturing activity surged — far exceeded expectations |
BUY |
Philly Fed at 18.1 vs est 8.0 = very strong US manufacturing signal. Positive for global growth stocks |
| 4 |
19 Mar |
9:43 PM |
IREDA |
To review proposal for declaring interim dividend on March 25 |
Interim dividend likely — government green energy lender rewarding shareholders |
BUY |
IREDA dividend = positive sentiment. Renewable energy financing play. Buy on dips ahead of dividend date |
| 5 |
19 Mar |
9:43 PM |
FII / DII Flow |
Foreign investors sell ₹7,558.19 Cr in Indian shares; domestic investors buy ₹3,863.96 Cr |
Heavy FII outflow — net negative. DIIs only absorbing ~51% of selling |
SELL |
₹7,558 Cr FII sell with DII covering only ₹3,864 Cr = net ₹3,694 Cr gap. Market vulnerable. Stay cautious |
| 6 |
19 Mar |
9:43 PM |
Foreign Investors |
FII sell ₹7,558.19 Cr; DII buy ₹3,863.96 Cr |
(Repeat of FII/DII flow — same data) |
SELL |
See #5 above |
| 7 |
20 Mar |
8:02 PM |
CEIGALL India |
Company's unit wins NHAI tender worth ₹6.03 billion rupees (~₹603 Cr) |
Large NHAI highway order — strong infrastructure order win |
BUY |
NHAI order = quality client + long tenure revenue. CEIGALL road infra play. Accumulate on dips |
| 8 |
20 Mar |
8:11 PM |
Devyani International |
Board greenlights THB 1.21 billion investment for restaurant growth |
~₹290 Cr investment for Thailand/international restaurant expansion |
BUY |
Devyani (KFC/Pizza Hut India) expanding internationally = big positive. QSR long-term growth story |
| 9 |
20 Mar |
8:11 PM |
Tata Motors |
To raise passenger vehicle prices by 0.5% starting April 1 |
Minor price hike — margin protection move ahead of new FY |
HOLD |
0.5% hike is small but positive for margins. Won't dent demand. Hold existing position comfortably |
| 10 |
20 Mar |
8:12 PM |
State Bank of India |
Faces ₹6,337 Cr tax demand; disputes assessment due to ongoing litigation (CORRECTION) |
Large tax demand contested — SBI has resources and history of winning such disputes |
NO ACTION |
SBI is too large to be materially impacted. Tax disputes are routine for big PSU banks. No panic needed |
| 11 |
20 Mar |
10:36 PM |
FII / DII Flow |
Foreign institutions sell ₹5,518.39 Cr; domestic institutions buy ₹5,706.23 Cr |
DII buying more than FII selling — net positive domestic absorption |
BUY |
DII > FII for the day = market stabilizing. When DIIs absorb more than FIIs sell, downside is limited |
| 12 |
20 Mar |
11:16 PM |
Patel Engineering |
Secures ₹2.3 billion rupees (~₹230 Cr) contract |
New infra contract win — adds to order book |
BUY |
Patel Engg consistent order wins. Infra capex theme plays out well. Watch D/E ratio before adding |
| 13 |
20 Mar |
11:42 PM |
Eternal (Zomato) |
Raises food delivery fee to ₹14.90 from ₹12.50 per order |
~19% platform fee hike — direct margin expansion for Zomato |
BUY |
Zomato has pricing power. Platform fee hike = profitability improvement. Strong long-term hold for Blinkit + food |
| 14 |
20 Mar |
11:44 PM |
Bajaj Finance (Futures) |
Positional call: SELL BAJAJFINSV 30 Mar 2026 FUT at ₹1,707 for target ₹1,630; stop loss ₹1,740; margin ₹83,782 |
Short futures call — broker expects Bajaj Finance to fall ~4.5% |
CALL |
Target ₹1,630 from ₹1,707 = ~4.5% downside. SL ₹1,740 = ~2% risk. Tight R:R. Only for futures traders |
| 21 March 2026 9 |
| 15 |
21 Mar |
4:33 PM |
Alkem Laboratories |
Launches Semaglutide injection in India with weekly treatment cost of ₹450 |
Enters India's semaglutide (GLP-1) market at affordable pricing |
BUY |
Semaglutide = India's next pharma mega-theme. Alkem at ₹450/week = competitive. Multiple pharma cos entering same day |
| 16 |
21 Mar |
4:34 PM |
Dr. Reddy's Laboratories |
Announces launch of India's first DCGI-approved Semaglutide injection 'OBEDA®' for Type 2 Diabetes |
First-mover DCGI approval for Indian semaglutide — regulatory advantage |
BUY |
First DCGI-approved brand = regulatory moat. DRL ahead of peers in GLP-1. Strong buy on dips |
| 17 |
21 Mar |
4:35 PM |
Zydus Lifesciences |
Launches Semaglutide injection in innovative reusable multi-dose pen device in India |
Device innovation differentiator — reusable pen reduces patient cost/waste |
BUY |
Reusable pen = better compliance + eco-friendly = competitive edge. Zydus strong in innovation. Accumulate |
| 18 |
21 Mar |
4:35 PM |
Glenmark Pharmaceuticals |
Launches GLIPIQ® (Semaglutide) in India — weekly treatment starting at ₹325; sets new affordability benchmark for GLP-1 therapy |
Cheapest semaglutide at ₹325/week — aggressive pricing strategy |
BUY |
₹325/week is lowest in the market. Volume play — Glenmark betting on mass adoption via affordability |
| 19 |
21 Mar |
4:35 PM |
Sun Pharma |
Launches Semaglutide injection under brand names NOVELTREAT and SEMATRINITY in India |
Two-brand launch strategy for semaglutide — premium + mass positioning |
BUY |
Sun Pharma with dual brand = smart market segmentation. Largest pharma co entering = validates the GLP-1 theme |
| 20 |
21 Mar |
~4:35 PM |
Novo Nordisk / Ozempic |
5 Indian pharma companies launch semaglutide on same day — massive competitive entry into GLP-1 space |
Indian generics flood the semaglutide market — pricing war likely |
SELL |
Bad for Novo Nordisk India pricing power. Indian GLP-1 market will be price-competitive. Focus on volume winners |
| 23 March 2026 8 |
| 21 |
23 Mar |
~6:06 PM |
NSE Index |
NSE index ends DOWN 2.60% or -601.85 points at 22,512.65 |
Second major market crash day — Nifty below 22,600 |
SELL |
After -3.26% on Mar 19, now -2.60% on Mar 23. Nifty at 22,512 = breakdown territory. Stay defensive |
| 22 |
23 Mar |
~6:06 PM |
G R Infraprojects |
Wins huge ₹2,440.87 Cr NHAI contract for 82.4 km Greenfield NH-33 project in Bihar |
Very large NHAI highway order — significant order book addition |
BUY |
₹2,440 Cr is a massive order for GR Infra. NH-33 Bihar greenfield = multi-year project revenue. Strong buy |
| 23 |
23 Mar |
8:10 PM |
NSE Index |
NSE index ends DOWN 2.60% or -601.85 points at 22,512.65 |
(Repeat of closing data) |
HOLD |
See #21. If holding quality stocks, sit tight — panic selling at lows locks in losses |
| 24 |
23 Mar |
8:10 PM |
Piramal Finance |
Moody's upgrades outlook for Piramal Finance to Positive |
Credit rating outlook improved — Moody's sees Piramal's trajectory positively |
BUY |
Moody's upgrade = lower borrowing costs + institutional investor interest. Piramal Finance recovery play. Buy |
| 25 |
23 Mar |
8:10 PM |
Vedanta |
Dividend of ₹11 per share — lower than expected ₹40 per share per Citi Research |
Massive dividend disappointment — Citi expected ₹40, got ₹11 (72% miss) |
SELL |
₹11 vs ₹40 expected = huge income disappointment. Vedanta's dividend story broken. Avoid until clarity on payout |
| 26 |
23 Mar |
8:11 PM |
S&P 500 |
S&P 500 up 86.74 points (1.33%) at 6,593.22 after market open |
US market bouncing strongly despite Indian market sell-off |
HOLD |
US rising while India falling = divergence. Could indicate India-specific selling rather than global risk-off. Watch FII data |
| 27 |
23 Mar |
8:11 PM |
Spot Gold |
Spot gold prices drop 2% to $4,556.90 per ounce |
Gold and metals both falling — broad commodity correction |
SELL |
Gold + silver + copper + aluminium all down = broad commodity selloff. Risk-off or dollar strength. Avoid commodity plays |
| 19 March 2026 — Additional 7 |
| 28 |
19 Mar |
2:58 PM |
Maruti Suzuki |
Income tax draft assessment order for FY22-23; proposed additions ₹57,864M; company plans to contest; no operational impact |
~₹5,786 Cr tax demand contested — company confident it has no financial effect |
NO ACTION |
Large number but Maruti has strong legal team. Similar cases resolved in past. Don't panic-sell quality stock |
| 29 |
17 Mar |
11:08 AM |
Nifty Derivatives |
Diagonal calendar strategy: Sell Nifty 23050 PE & 24050 CE for 24/3/26; Buy 23050 PE & 24050 CE for 30/3/26 (CMP 23523) |
Advanced options strategy — collect premium on near-expiry, protect with far-expiry |
CALL |
Diagonal calendar = theta decay play. Sophisticated strategy — only for experienced derivatives traders |
| 30 |
19 Mar |
8:08 PM |
Delta Corp |
Faces ₹1,752 Cr GST notices from Goa authorities for FY23; plans to legally dispute |
Massive GST overhang for this gaming/hospitality company |
SELL |
₹1,752 Cr GST is disproportionately large for Delta Corp's size. Avoid until legal clarity emerges |
| 31 |
19 Mar |
8:24 PM |
Tamilnad Mercantile Bank |
Income tax department raises demand of ₹2.04 billion (~₹204 Cr) |
Tax demand on a small bank — proportionally significant contingent liability |
SELL |
Proportionally large demand for TMB. Monitor their response and contest timeline closely |
| 32 |
19 Mar |
7:02 PM |
Spot Silver |
Drops over 9% to $68.42 per ounce |
Sharp precious metals crash — risk-off or dollar strength in play |
SELL |
9% drop = significant risk-off signal. Negative for silver ETFs and mining stocks in short term |
| 33 |
19 Mar |
3:53 PM |
NESCO |
Reaches ₹1,000 Cr revenue milestone this financial year — strong growth and operational success |
Revenue milestone crossed — FY26 breakout year for NESCO |
BUY |
NESCO (exhibition + IT park) hitting ₹1,000 Cr is a re-rating trigger. Consistent dividend payer too |
| 34 |
19 Mar |
3:51 PM |
BHEL |
Board greenlights partnership with Titagarh Rail for Vande Bharat Sleeper train maintenance; approves ₹3,064.46 Cr investment in BCGCL; plans to merge Heavy Electr... |
Major strategic moves — Vande Bharat + large investment + merger plan all at once |
BUY |
BHEL transforming — railway maintenance + energy + merger = multi-year re-rating story. Strong long-term buy |
| 35 |
19 Mar |
7:04 PM |
NSE Index |
NSE index ends DOWN 3.26% or -775.65 points at 23,002.15 |
Very sharp single-day fall — Nifty dropped below 23,000 |
SELL |
-3.26% = serious down day. Metals crash + geopolitics + FII selling all converging. Risk-off posture warranted |
| 36 |
20 Mar |
11:44 PM |
Eternal / Zomato Delivery Fee |
Raises platform delivery fee to ₹14.90 from ₹12.50 — ~19% hike |
Price hike direct to margin improvement for Zomato's profitability |
BUY |
Pricing power confirmed. Each ₹ increase on millions of orders = material EBITDA impact. Strong hold |
| 37 |
19 Mar |
7:30 PM |
PhysicsWallah |
Gets tax bill for ₹2.63 billion rupees (~₹263 Cr) |
Large tax demand on edtech unicorn — unlisted but sector signal |
NO ACTION |
Unlisted. Signals edtech scrutiny by tax authorities. Watch listed peers like Aptech, NIIT for similar issues |
| 38 |
19 Mar |
7:16 PM |
Wipro |
Collaborates to launch GIFT City Hub for fast-tracking AI-driven changes in BFSI sector |
GIFT City + AI + BFSI = strategic positioning in high-growth segment |
BUY |
Wipro building BFSI AI hub = revenue visibility in high-margin vertical. Positive for IT earnings recovery |
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