April 20-23 share news
| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headline) | 🏷️ Category | ⚡ Action | ✍️ Your Analysis |
|---|---|---|---|---|---|
| 📁 🌍 Macro / Geopolitical (7 items) | |||||
| 1 | RailTel: Receives Work Order Worth ₹86.36 Crore From Mumbai's Municipal Corporation. DONALD TRUMP CLAIMED THE U.S. IS 'WINNING' THE CONFLICT WITH IRAN. | 🌍 Macro / Geopolitical | BUY |
✍️ 📡 ₹86Cr order – municipal project, steady revenue visibility.
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| 2 | IRAN'S FOREIGN MINISTER TELLS PAKISTAN THAT U.S. 'CEASEFIRE BREACHES' ARE A BARRIER. RailTel: Work Order ₹86.36 Cr. | 🌍 Macro / Geopolitical | BUY |
✍️ 📡 ₹86Cr order – municipal project, steady revenue visibility.
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| 3 | FII SELL NET 1059.93 CR || DII BUY NET 2966.89 CR. IRAN PARLIAMENTARY COMMITTEE: 'GIVEN CLEAR CEASEFIRE...' TRUMP CLAIMED U.S. ACTIONS EFFECTIVE. | 🌍 Macro / Geopolitical | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 4 | HCLTECH: DIVIDEND 24 RUPEES. Trump Says US Ready To Bomb Iran. US Core Retail Sales (MoM) Actual: 1.9% vs 0.5% previous. | 🌍 Macro / Geopolitical | BUY |
✍️ 💻 Dividend ₹24 but margin contraction – watch client budgets.
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| 5 | FII SELL NET 1919 CR || DII BUY NET 2221 CR. | 🌍 Macro / Geopolitical | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 6 | Trump Says Iran Talks Could Start Friday. DOW +390 pts, NASDAQ +202 pts. | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
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| 7 | White House: Trump extended Iran ceasefire 3-5 days. Iran warns could target regional power plants. Trump plans to give Iranians limited timeframe. | 🌍 Macro / Geopolitical | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
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| 📁 🎯 Positional Call (Speculative) (3 items) | |||||
| 8 | POSITIONAL CALL: BUY LEMON TREE HOTELS AT 121 TARGET 160 STOP 100. | 🎯 Positional Call (Speculative) | BUY |
✍️ 🏨 Positional buy target 160 – hospitality recovery play.
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| 9 | Blue Cloud: Working On Semiconductor Chips. POSITIONAL CALL: BUY CHAMBAL FERT & CHEM AT 457 TARGET 510. Escorts Kubota: Expands Digittrac tractor line. | 🎯 Positional Call (Speculative) | BUY |
✍️ 🧪 Positional buy target 510 – fertiliser season play.
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| 10 | POSITIONAL CALL: BUY ROUTE MOBILE AT 511.5 TARGET 650. TECH MAHINDRA: DIVIDEND 36 RUPEES. | 🎯 Positional Call (Speculative) | BUY |
✍️ 📱 Positional buy target 650 – tech logistics.
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| 📁 🏦 Brokerage Call (7 items) | |||||
| 11 | Mahindra & Mahindra: Nomura Buy with TP ₹4,662. Apollo Hospitals: HSBC Buy with TP ₹9,000. PhysicsWallah: JPMorgan Overweight TP ₹125. | 🏦 Brokerage Call | BUY |
✍️ 🚜 Nomura Buy TP ₹4662 – SML growth intact.
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| 12 | POSITIONAL CALL: BUY AU SMALL FIN. BANK AT 1036 TARGET 1400 STOP 880. Billionbrains Garage: JPMorgan Overweight TP ₹220. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 13 | Billionbrains Garage: JPMorgan Overweight TP ₹220. Billionbrains Garage: UBS Neutral TP ₹210. Godrej Properties: HSBC Buy TP ₹2,800. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 14 | PNB Housing Finance: Targets 18-20% Growth In FY27. HCLTech: HSBC Hold TP ₹1,480. Persistent Systems: JPMorgan Overweight TP ₹5,900. | 🏦 Brokerage Call | BUY |
✍️ 💻 Dividend ₹24 but margin contraction – watch client budgets.
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| 15 | Persistent Systems: JPMorgan Overweight TP ₹5,900. PNB Housing: Plans 35 new branches. Infra Investments to increase 50% by FY28 (Crisil). | 🏦 Brokerage Call | BUY |
✍️ 📈 JPMorgan Overweight TP ₹5900 – healthcare led beat.
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| 16 | 360 One WAM: Jefferies Buy TP ₹1,300 as Q4 profit +17%. | 🏦 Brokerage Call | BUY |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
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| 17 | PhysicsWallah: JPMorgan Overweight TP ₹125. Billionbrains Garage: Jefferies Buy TP ₹225. Billionbrains Garage: Buy TP ₹230. | 🏦 Brokerage Call | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 📁 🏭 Order / Contract (1 items) | |||||
| 18 | FII SOLD NET 2078 CR, DII SOLD NET 1048 CR. Innovision: Secures ₹31.10 Cr NHAI contract. | 🏭 Order / Contract | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
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| 📁 📊 Result / Dividend (22 items) | |||||
| 19 | NAVKAR CORP: Q4 REVENUE 2B RUPEES VS 1.04B (YOY) | 📊 Result / Dividend | NoAction |
✍️ 📊 Q4 revenue nearly doubled – strong growth, monitor margins.
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| 20 | SML Mahindra: Company Declares Final Dividend Of Rs 23.50 Per Share. SML MAHINDRA: Q4 EBITDA 905M VS 904M (YOY) || EBITDA MARGIN 10.06% VS 11.72% (YOY). JSW Steel and POSCO Team Up to Build a 6 MTPA Green Steel Plant in Odisha. | 📊 Result / Dividend | BUY |
✍️ 💰 ₹23.5 dividend + flat EBITDA – stable but margin compression.
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| 21 | PERSISTENT SYSTEMS: Q4 REVENUE 40.6B VS 37.8B (QOQ). | 📊 Result / Dividend | NoAction |
✍️ 📈 JPMorgan Overweight TP ₹5900 – healthcare led beat.
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| 22 | 360 ONE WAM: CO APPROVES DIVIDEND OF 6 RUPEES PER SHARE. Iran Says It Has New 'Surprise' Measures If War Resumes. 360 ONE WAM AUM ₹3,11,940 Cr +26.4% YoY. | 📊 Result / Dividend | BUY |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
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| 23 | 360 ONE WAM: Q4 NET PROFIT 2.89B VS 2.5B (YOY) || REVENUE 11.15B VS 8.2B. | 📊 Result / Dividend | NoAction |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
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| 24 | TATA ELXSI: Q4 EBIT 2.21B VS 1.99B (QOQ) || MARGIN 22.27% VS 20.92%. Q4 NET PROFIT 2.20B VS 1.09B. DIVIDEND 75 RUPEES. | 📊 Result / Dividend | BUY |
✍️ 📱 Dividend ₹75 + margin expansion – quality ERD play.
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| 25 | HCL TECHNOLOGIES: Q4 EBIT 56.20B VS 62.85B (QOQ) || MARGIN 16.5% VS 18.56%. Q4 NET PROFIT 44.88B VS 40.76B. Trump: Seized Iran Ship. | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
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| 26 | TECH MAHINDRA: DIVIDEND 36. HCL Technologies: Launches Gemini Enterprise AI Unit. TECH MAHINDRA: Q4 NET PROFIT 13.5B VS 11.22B (QOQ); EST 15B. | 📊 Result / Dividend | BUY |
✍️ 💰 ₹36 dividend + $1.07B deal wins – but profit miss.
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| 27 | TECH MAHINDRA: Q4 NET PROFIT 13.5B (miss). Positional call book profit on Tata Capital. | 📊 Result / Dividend | CAUTION |
✍️ 📌 Monitor further developments / quarterly trend.
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| 28 | L&T TECHNOLOGY: FINAL DIVIDEND 40 RUPEES. Q4 EBITDA 5.21B VS 3.94B (YOY) || MARGIN 18.24% VS 13.21%. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 29 | L&T TECHNOLOGY: EBITDA 5.21B, NET PROFIT 3.32B VS 3.11B, REVENUE 28.58B. Iran Ceasefire 3-5 days. | 📊 Result / Dividend | NoAction |
✍️ 📌 Monitor further developments / quarterly trend.
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| 30 | TATA COMMUNICATIONS: Q4 EBITDA 12.8B VS 11.22B (YOY) || MARGIN 1.6% VS 18.73% (strange). Infosys: Collaboration with OpenAI. Dividend ₹17.50. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 31 | TATA COMMUNICATIONS: Dividend ₹17.50. Q4 NET PROFIT 2.6B VS 10.4B (YOY). TRENT: Q4 EBITDA 9.3B VS 6.52B (YOY); EST 8.48B, margin 18.44% vs 15.46%. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 32 | TRENT: Q4 EBITDA beat. Trent approves 1:2 bonus share issue. Enviro Infra acquires PRA Bihar BESS for ₹15.51 Cr. | 📊 Result / Dividend | BUY |
✍️ 👕 1:2 bonus + EBITDA beat – retail star.
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| 33 | TRENT: Q4 NET PROFIT 4.1B VS 3.2B (YOY); EST 3.75B. NSE Index Ends Down 0.81% at 24,378.10. Trent Dividend ₹6. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 34 | SBI LIFE: Q4 Net Premium 277B VS 239B. Q4 Net Profit 8.05B VS 8.1B (flat). BEL: Orders ₹5.69B. Godrej Properties: Targets ₹5 Lakh Cr market cap by 2031. | 📊 Result / Dividend | BUY |
✍️ 📊 Premium growth strong, profit flat – insurance steady.
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| 35 | BEL Orders ₹5.69B. Godrej Properties target. Tata Power to consider Q4 results May 12. 360 ONE WAM Block Trade ₹42.44 Cr. | 📊 Result / Dividend | BUY |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
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| 36 | Jindal Steel: Nuvama cuts TP to ₹1,154 from ₹1,293, cuts FY26-28 EBITDA estimates. Samvardhana Motherson: EU clears deal. India permits Petronet LNG expansion. | 📊 Result / Dividend | NoAction |
✍️ 🏭 Nuvama TP cut – steel sector headwinds.
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| 37 | SANGAM INDIA: Q4 EBITDA 1.01B VS 577M (YOY) || MARGIN 11.5% VS 7.86%. Dudigital Global: Contract from Embassy of India, Kuwait. HAVELLS: Final Dividend ₹6. | 📊 Result / Dividend | BUY |
✍️ 💡 Dividend ₹6 but margin contraction – consumer durable.
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| 38 | HAVELLS: Dividend ₹6. Other income 2.96B VS 687M. Q4 Revenue 67.05B VS 65.44B (YOY). | 📊 Result / Dividend | BUY |
✍️ 💡 Dividend ₹6 but margin contraction – consumer durable.
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| 39 | HAVELLS: Q4 EBITDA 7.3B VS 7.57B, margin 10.9% vs 11.57%. Q4 Net Profit 7.2B VS 5.2B. Volatility alert: KAYNES margin may increase. | 📊 Result / Dividend | NoAction |
✍️ 💡 Dividend ₹6 but margin contraction – consumer durable.
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| 40 | TECH MAHINDRA: Q4 EBIT 20.8B VS 18.9B (QOQ), margin 13.82% vs 13.15%. Revenue 151B. New deal wins $1073M. | 📊 Result / Dividend | BUY |
✍️ 📌 Monitor further developments / quarterly trend.
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| 📁 📌 Individual Stock News (4 items) | |||||
| 41 | Government Plans India Semiconductor Mission 2.0 with ₹1.2 Lakh Cr Budget (CG Power, Moschip Tech). | 📌 Individual Stock News | CAUTION |
✍️ 💻 ₹1.2L Cr boost – CG Power, Moschip beneficiaries.
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| 42 | Cochin Shipyard: Government Plans To Upgrade To Navratna Status. | 📌 Individual Stock News | NoAction |
✍️ ⚓ Navratna upgrade – PSU re-rating potential.
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| 43 | PNB Housing: Targets 18-20% retail loan growth, ₹1 Lakh Cr loan book. 360 One WAM: expects gradual improvement. | 📌 Individual Stock News | NoAction |
✍️ 💰 Dividend ₹6 + AUM +26% – wealth management compounder.
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| 44 | Jio Financial Services: 50:50 JV with Allianz for General Insurance. Arvind: Subsidiary in Sharjah. Bengal Tea & Fabrics: Buys Assam Tea Estate for ₹45 Cr. | 📌 Individual Stock News | BUY |
✍️ 🏦 JV with Allianz – general insurance entry.
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