| # | 📅 Date / Time (stacked) |
📄 Cleaned Text | 📖 Translation | ⚡ Action | 💡 Jay Idea & Notes |
|---|---|---|---|---|---|
| 1 | G R Infraprojects: Wins Rs 1,453 Crore NH-56 Gujarat Road Project In Hybrid Annuity Mode, Plans 60.21 Km Four-Lane Upgrade In 910 Days. BASF India: Approves Sale Of Full Stake In Coatings Unit For Rs 2.30 Billion To Carlyle Group Firms, While Shutting Metal... Spot Gold Extends Its Rise, Up 2% To $4,579.99 Per Ounce |
📌 Gold rally, safe-haven demand
|
BUY |
💡 🏗️ Strong HAM order, steady cash flows
|
|
| 2 | Mic Electronics: Approves Buying 89.65% Of Neo Semi SG For Rs 3.58 Billion. Trump: This Will Be In Retribution For Our Many Soldiers, And Others, That Iran Has Butchered And Killed Over... |
📌 Geopolitical tensions / US policy shift
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 3 | IREDA: Secures JPY 28 Billion ECB From SMBC With JPY 12 Billion Green Shoe Option. Trump: The United States Of America Is In Serious Discussions With A New, And More Reasonable, Regime To... Trump Says US Is Near A Deal With Iran To End Military Operations, Warns Of Strikes If Hormuz Is Not Open |
📌 Geopolitical tensions / US policy shift
|
NoAction |
💡 🌱 Green financing, ECB boost
|
|
| 4 | WHITE HOUSE: DECISIONS ON TANKERS TO CUBA ARE TAKEN ON A CASE-BY-CASE BASIS |
📌 Corporate update / macro indicator
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 5 | Bank Of Baroda: Receives ₹806.18 Cr Income Tax Demand For AY21 From Faceless Assessment Unit Over Foreign Branch Income And Other Disallowances; Plans To Appeal With No Expected Financial Impact |
📌 Income tax demand notice, likely appeal → limited near-term impact
|
CAUTION |
💡 ⚖️ Tax demand manageable, appeal likely
|
|
| 6 | Foreign Investors Sell Net Rs 11,163.06 Cr In Indian Stocks Today, While Domestic Investors Buy Net Rs 14,894.72 Cr. Bharti Airtel: Company Announces $1 Billion Investment In Nxtara With Alpha Wave Global And Carlyle... |
📌 FII outflows, DII buying offsets volatility
|
NoAction |
💡 📡 $1Bn investment in Nxtara, digital push
|
|
| 7 | NSE Index Ends Down 2.14% Or -488.20 Points At 22,331.40. Transrail Lighting: Income Tax Search And Seizure Ends, No Effect On Operations. Rupee Depreciation May Raise India’s Import Costs, Worsening CAD — Junior Finance Minister |
📌 Market correction, broader weakness
|
HOLD / AVOID |
💡 📌 Track further news / management commentary
|
|
| 8 | Apollo Pipes: Company Postpones Start Of Commercial Production At Mirzapur Plant, Now Aiming For Late April 2026. DOW JONES UP 511.00 POINTS, OR 1.13 PERCENT, AT 45,727.14 AFTER MARKET OPEN |
📌 Corporate update / macro indicator
|
NO ACTION |
💡 📌 Track further news / management commentary
|
|
| 9 | BEL: co Signs ₹19.50 Billion Contract For Mountain Radar Systems For India’s Air Force. Advait Energy Transitions Gets INR 538.4 Million Order. EUROZONE CPI (MOM) (MAR) ACTUAL: 1.2% VS 0.6% PREVIOUS; EUROZONE CPI (YOY) 2.5% VS 1.9% |
📌 Order win → positive revenue visibility
|
BUY |
💡 🛡️ Large radar contract, defence momentum
|
|
| 10 | Texmaco Rail & Engineering: Company Secures New Order Worth ₹3.57 Billion. Kuwaiti Tanker Incident in Dubai Waters Brought Under Control, No Oil Spill Reported. Four Israeli Soldiers Dead, Two Wounded in Battles in Southern Lebanon |
📌 Order win → positive revenue visibility
|
BUY |
💡 🚆 Order win, rail infrastructure beneficiary
|
|
| 11 | RBI delays new capital market rules to July 1, 2026, giving brokers 3 months’ relief to continue using bank guarantees with just 50% margin. Dubai Media Office: Response teams extinguish fire on Kuwaiti oil tanker. Gold prices surge over 1%, reaching $4,559.59/oz. |
📌 Gold rally, safe-haven demand
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 12 | NASDAQ UNOFFICIALLY ENDS HIGHER BY 781.98 POINTS (+3.76%) AT 21,576.62. DRONE ATTACK TARGETED LOGISTICS SUPPORT BASE OF US EMBASSY INSIDE BAGHDAD AIRPORT. AIRCRAFT CARRIER USS GEORGE H.W. BUSH & ITS WARSHIPS HEADING TO MID... |
📌 US tech rebound, global sentiment boost
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 13 | SJVN: Reports 13,302 Million Units Of Power Generation In FY26 And Hits Major Operational Milestones |
📌 Corporate update / macro indicator
|
NoAction |
💡 💧 Power generation milestone, PSU utility
|
|
| 14 | Tamilnad Mercantile Bank: Total Advances Rise To ₹533.8 Bn Vs ₹443.7 Bn YoY, Deposits Increase To ₹617.0 Bn Vs ₹536.9 Bn. Karur Vysya Bank: Loan Growth To 987.4 Billion Rupees, Deposits Rise To 1.16 Trillion. Tala Power: Resumes Operations At Mundra Plant With 4,150 MW |
📌 Corporate update / macro indicator
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 15 | Izmo: Joins India's Defence Sector With Advanced Semiconductor Packaging; Collaborating With Top Defence Organizations For Key Electronics Programs. |
📌 Corporate update / macro indicator
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 16 | Sunita Tools: Gets Full Advance Payment for Supplying 155MM M107 Empty Shell Prototypes for NATO Sales Agreement. Alembic Pharma: Creates New Subsidiary In Thailand |
📌 Corporate update / macro indicator
|
NoAction |
💡 🔫 Defence exports play, NATO order advance payment
|
|
| 18 | Acme Solar Holdings: Unit Acme Eco Clean Energy Gets Certification For 4 MW Of 100 MW Wind Project In Gujarat. Traders No Longer Price Chance Of A BoE Rate Hike This Year. Lemon Tree Hotels: Signs Agreement For New Hotel In Gorakhpur |
📌 Corporate update / macro indicator
|
NoAction |
💡 ☀️ Wind project certification, renewable expansion
|
|
| 19 | Sunita Tools Ltd: Partners With US Company For Defense Contracts; Emphasis On Bidding, Documentation For 155 M107 Shells. Ramco Systems: Chosen By Tata Advanced Systems To Provide Aviation Software. POSITIONAL CALL: BUY GLENMARK PHARMA AT 2215 TARGET 2600 |
📌 Derivative long recommendation, speculative
|
BUY |
💡 🔫 Defence exports play, NATO order advance payment
|
|
| 20 | Dilip Buildcon: Company Secures Order Valued At ₹1850 Crores. Varun Beverages Ltd.: Rs. 45.76 Cr NSE Block Trade; ~1,045,880 Shares at Rs. 437.55. Schaeffler India Ltd.: Rs. 20.62 Cr Block Trade; ~50,072 Shares at Rs. 4117.90 |
📌 Order win → positive revenue visibility
|
BUY |
💡 🏗️ ₹1850 Cr order, infra revival
|
|
| 21 | POSITIONAL CALL: SELL BHARTIARTL 30 MAR 2026 FUT AT 1818 FOR TARGET 1650, STOP LOSS 1870. POSITIONAL CALL: SELL SBIN 30 MAR 2026 FUT AT 1102 FOR TARGET 1060, STOP LOSS 1133 |
📌 Derivative short recommendation, bearish view
|
SELL |
💡 📌 Track further news / management commentary
|
|
| 22 | POSITIONAL CALL: SELL SBIN FUT (repeat). RailTel Corporation: Receives ₹115 Crore Intent Letter From Power Grid Corporation. POSITIONAL CALL: BUY PARAG MILK FOODS AT 208.5 TARGET 260 |
📌 Derivative long recommendation, speculative
|
BUY |
💡 📌 Track further news / management commentary
|
|
| 23 | SBI Life Insurance: Faces ₹537.75 Crore Tax Demand For FY24, Plans To Appeal Against Assessment Order |
📌 Order win → positive revenue visibility
|
CAUTION |
💡 📌 Track further news / management commentary
|
|
| 24 | UNO Minda: Company Receives Tax Demand Order of 466.2 Million Rupees and 921.9 Million Rupees |
📌 Income tax demand notice, likely appeal → limited near-term impact
|
CAUTION |
💡 📌 Track further news / management commentary
|
|
| 25 | KEC International: Company Wins New Orders Totalling 14.76 Billion Rupees For T&D Projects |
📌 Order win → positive revenue visibility
|
BUY |
💡 ⚡ T&D orders, power transmission strong
|
|
| 26 | Google New AI Features in Chrome Launched in India, Canada, and New Zealand. U.S. SENATE APPROVES USE OF CHATGPT, GEMINI AND MICROSOFT COPILOT. DONALD TRUMP: U.S. FORCES DESTROYED 10 INACTIVE IRANIAN MINE-LAYING BOATS. COMMISSION LAUNCHES SECTION 337 PATENT PROBE INTO AUTO PARTS |
📌 Geopolitical tensions / US policy shift
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 27 | Google New AI Features in Chrome Launched. U.S. INTERNATIONAL TRADE COMMISSION: LAUNCHES SECTION 337 PATENT PROBE INTO AUTO PARTS FIRMS. IRAN UN ENVOY: OVER 1,300 CIVILIANS KILLED, 9,669 CIVILIAN SITES DESTROYED |
📌 Geopolitical tensions / US policy shift
|
NoAction |
💡 📌 Track further news / management commentary
|
|
| 28 | FII Sells ₹4,672.64 Cr In Indian Shares Today While DII Buys ₹6,333.26 Cr. ISRAELI FOREIGN MINISTER CITES TRUMP AS SAYING THE WAR WILL NOT END THIS WEEK. US EXISTING HOME SALES (MOM) (FEB) ACTUAL: 1.7% VS -8.4% PREVIOUS |
📌 FII outflows, DII buying offsets volatility
|
HOLD / AVOID |
💡 📌 Track further news / management commentary
|
|
| 29 | Government Weighs 12–16% Incentive For Major Investments To Promote Domestic Manufacturing Of Equipment Like Tunnel Boring Machines, Cranes, Crawlers (ACE, Escorts Kubota, Til Ltd). POSITIONAL CALL: BUY SAREGAMA INDIA AT 334.5 TARGET 390. CareEdge Global IFSC Gets Permission As ESG Rating Provider |
📌 Derivative long recommendation, speculative
|
BUY |
💡 📌 Track further news / management commentary
|
|
| 30 | Many Bengaluru hotels to be shut tomorrow as commercial gas cylinders’ supply stopped - India Today. Trump: Not Happy About Khamenei Replacing His Father. G7 Finance Ministers Agree Not To Release Oil Reserves For Now |
📌 Geopolitical tensions / US policy shift
|
NO ACTION |
💡 📌 Track further news / management commentary
|
Logged out — showing 362 public records only. Login to see 382 private items.
No memories match this filter.
Jump to detailed list ↓ · 362 clickable cards
Comments (0)
No comments yet. Be the first to share your thoughts!