| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headline) | 🏷️ Category / Group | ⚡ Suggested Action | ✍️ Your Analysis |
|---|---|---|---|---|---|
| 📁 ADITYA BIRLA (1 items) | |||||
| 1 | Aditya Birla Sun Life AMC: Dividend ₹25.50. Mahindra & Mahindra Financial Services: NCD approval. STERLING AND WILSON RENEWABLE ENERGY: Q4 NET PROFIT 1.35B VS 550M (YOY). | 📊 Result / Dividend | BUY |
✍️ ☀️ Q4 profit jumps 145% – renewable energy momentum.
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| 📁 DIXON (2 items) | |||||
| 2 | L&T Technology Services: JPMorgan Neutral with TP ₹3,600. Dixon Tech: UBS Buy with TP ₹13,800 (cut). | 📌 Individual Stock News | BUY |
✍️ 📱 UBS Buy but TP cut – near-term smartphone price headwinds.
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| 3 | Dixon Tech: UBS Buy with TP ₹13,800. | 📌 Individual Stock News | BUY |
✍️ 📱 UBS Buy but TP cut – near-term smartphone price headwinds.
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| 📁 Geopolitics (4 items) | |||||
| 4 | German Defence Minister Says Submarine Deal With India Could Be Signed Soon, Within 3 Months | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 5 | NUMEROUS US CARGO AIRCRAFT CARRYING WEAPONS ARRIVED TODAY AT BEN GURION AIRPORT - ISRAELI CHANNEL 12. IRAN'S NEGOTIATING TEAM DIDN'T HOLD TALKS ON NUCLEAR ISSUES IN ISLAMABAD. DONALD TRUMP ALLEGED A 'RIGGED ELECTION' IN VIRGINIA. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
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| 6 | DONALD TRUMP BACKED A REPUBLICAN-LED RECONCILIATION BILL TO FUND BORDER SECURITY. IRAN'S NEGOTIATING TEAM DIDN'T HOLD TALKS ON NUCLEAR ISSUES. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
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| 7 | TRUMP AIMS TO FINALIZE DEALS WITH IRAN BY SUNDAY - ISRAEL BROADCASTING AUTHORITY | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 📁 HAVELLS (1 items) | |||||
| 8 | India Rupee Opens At 94.00 Per Dollar Vs 93.79. Due to abnormal volatility in HAVELLS, DRREDDY & PPLPHARMA NSE may increase margin. | ⚠️ Volatility Alert | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 📁 INTERGLOBE (1 items) | |||||
| 9 | InterGlobe Aviation: Morgan Stanley Overweight TP ₹5,913. L&T Technology Services: Nomura Neutral TP ₹3,510. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
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| 📁 J KUMAR INFRA (1 items) | |||||
| 10 | J Kumar Infra: Co Wins Rs 25B Order, Market Cap Near Rs 40B. Aditya Birla Sun Life AMC: Recommends Final Dividend Of Rs 25.50 Per Share. Mahindra & Mahindra Financial Services: Approves Up To ₹1,000 Crore NCD's. | 🏭 Order / Contract | BUY |
✍️ 🏗️ Massive ₹25B order (62% of mcap) – strong rerating potential.
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| 📁 Macro Indicators (2 items) | |||||
| 11 | India 10-Year Government Bond Yield At 6.9542% From 6.9225%. India Rupee Opens At 94.00. | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 12 | Spot Silver Drops More Than 3% To $75.26. Brent Crude Holds Near $104 Per Barrel. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
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| 📁 MAHINDRA (1 items) | |||||
| 13 | Mahindra & Mahindra Block Trade: Rs. 21.60 Cr. TATA TELESERVICES: Q4 EBITDA 1.62B VS 1.52B (YOY), margin 55.1%. | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 📁 MUKAND (1 items) | |||||
| 14 | POSITIONAL CALL: BUY MUKAND AT 148 TARGET 210. Due to abnormal volatility in OFSS NSE may increase margin. | ⚠️ Volatility Alert | BUY |
✍️ 🔧 Positional buy target 210 – engineering turnaround play.
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| 📁 ORACLE FINANCIAL (2 items) | |||||
| 15 | ORACLE FINANCIAL SERVICES SOFTWARE: CO DIVIDEND OF 270 RUPEES PER SHARE FOR FY2025-26. Brent Crude Futures Jump Over $3 To Reach Session High After EIA Reports Unexpected Fuel Stock Draws. | 🌍 Macro / Geopolitical | BUY |
✍️ 📌 Monitor further developments / earnings.
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| 16 | ORACLE FINANCIAL SERVICES SOFTWARE: Q4 CONS NET PROFIT 8.4B RUPEES VS 6.4B (YOY) || Q4 REVENUE 20.65B. ORACLE FINANCIAL SERVICES SOFTWARE: Q4 EBITDA VS 7.64B (YOY) || EBITDA MARGIN 51.15%. Iran: Armed forces are fully alert. | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 📁 Other News (2 items) | |||||
| 17 | NSE INDEX OPENS DOWN 0.72% IN PRE OPEN TRADE. L&T Technology Services: Nomura Neutral TP ₹3,510. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
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| 18 | L&T Technology Services: ICICI Securities Hold TP ₹3,380. NSE INDEX OPENS DOWN 0.72%. | 🌍 Macro / Geopolitical | HOLD |
✍️ 📌 Monitor further developments / earnings.
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| 📁 RAJESH POWER (1 items) | |||||
| 19 | RAJESH POWER SERVICES: Q4 CONS NET PROFIT 844M VS 670M (YOY). Tata Motors Passenger: JLR Will Recall 170,000 Vehicles In North America | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 📁 SARLA (3 items) | |||||
| 20 | SARLA PERFORMANCE: Q4 CONS NET LOSS 596M VS 127M (YOY). Tata Communications: Macquarie Outperform TP ₹2,210. | 🏦 Brokerage Call | BUY |
✍️ 📉 Net loss widens – exceptional items weigh. Avoid until turnaround.
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| 21 | SARLA PERFORMANCE: Net Loss 596M. Tata Communications: Outperform TP ₹2,210. | 🏦 Brokerage Call | BUY |
✍️ 📉 Net loss widens – exceptional items weigh. Avoid until turnaround.
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| 22 | SARLA PERFORMANCE: Exceptional item 771M, tax expense 119M. Net Loss 596M. | 📊 Result / Dividend | CAUTION |
✍️ 📉 Net loss widens – exceptional items weigh. Avoid until turnaround.
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| 📁 SOLEX ENERGY (1 items) | |||||
| 23 | Solex Energy: Co. To Showcase Advanced Solar Technologies At Renew X, Chennai 2026 | 📌 Individual Stock News | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 📁 TATA CONSULTANCY (2 items) | |||||
| 24 | Tata Consultancy Services: Morgan Stanley Overweight with Target Price ₹2,880. India 10-Year Bond Yield 6.9542%. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
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| 25 | Tata Elxsi: Morgan Stanley Underweight with TP ₹4,200 (cut). Tata Consultancy Services: Morgan Stanley Overweight TP ₹2,880. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
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| 📁 TATA ELXSI (1 items) | |||||
| 26 | InterGlobe Aviation: Morgan Stanley Overweight TP ₹5,913 (cut). Tata Elxsi: Underweight TP ₹4,200. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
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| 📁 TRENT (6 items) | |||||
| 27 | Trent: Citigroup on Trent Limited Sell with Target Price ₹4,100 (raised) as 4Q beat driven by strong 20% YoY revenue growth. Tech Mahindra: HDFC Securities Add with TP ₹1,510. | 🏦 Brokerage Call | SELL |
✍️ ⚠️ Mixed views: Citi Sell vs Bernstein/HDFC Buy – divergence.
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| 28 | Trent: Bernstein Outperform with TP ₹5,000. Trent: Citigroup Sell TP ₹4,100. | 🏦 Brokerage Call | BUY |
✍️ ⚠️ Mixed views: Citi Sell vs Bernstein/HDFC Buy – divergence.
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| 29 | Trent: HSBC Buy with TP ₹4,830. Trent: Bernstein Outperform TP ₹5,000. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / earnings.
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| 30 | Trent: HDFC Securities Add with TP ₹4,500. Tech Mahindra: Jefferies Underperform TP ₹1,225. | 🏦 Brokerage Call | SELL |
✍️ 📌 Monitor further developments / earnings.
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| 31 | Trent: Jefferies Hold with TP ₹4,675. Tech Mahindra: Jefferies Underperform TP ₹1,225. | 🏦 Brokerage Call | SELL |
✍️ 📌 Monitor further developments / earnings.
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| 32 | Trent: Jefferies Hold TP ₹4,675. | 📌 Individual Stock News | HOLD |
✍️ 📌 Monitor further developments / earnings.
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| 📁 UNION BANK (6 items) | |||||
| 33 | UNION BANK OF INDIA: FRESH SLIPPAGES 20.2B VS 16.6B (QOQ). Bikaji Foods International: Co Announces Death Of Founder. AU SMALL FINANCE BANK LTD.: RS. 97.59 CRORES NSE BLOCK TRADE; FOR ~ 924,542 SHARES, AT RS. 1055.50 | 📈 Bulk / Block Deal | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 34 | RAJESH POWER SERVICES: Q4 REVENUE 9.9B VS 7.9B (YOY). UNION BANK OF INDIA: Q4 NET PROFIT 53.2B VS 49.8B (YOY). UNION BANK: NIM 2.64% VS 2.76% (QOQ). | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 35 | UNION BANK Q4 NET PROFIT 53.2B. UNION BANK NIM 2.64%. POSITIONAL CALL: AU SMALL FIN BANK BUY CALL BOOK PROFIT. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / earnings.
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| 36 | UNION BANK NIM 2.64%. POSITIONAL CALL: AU SMALL FIN BANK BOOK PROFIT. UNION BANK PROVISIONS 4.2B VS 2.3B (QOQ). | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / earnings.
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| 37 | UNION BANK: PROVISIONS 4.2B VS 2.3B. Mahindra & Mahindra Block Trade: Rs. 21.60 Cr. UNION BANK: Dividend ₹5. | 📈 Bulk / Block Deal | BUY |
✍️ 📌 Monitor further developments / earnings.
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| 38 | UNION BANK: Dividend ₹5. UNION BANK Q4 Interest Earned 264B VS 276.95B (YOY). CHOLAMANDALAM INVESTMENT: Rs. 52.86 Cr Block Trade. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / earnings.
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