- Big positive for Indian economy and bulls. IMD expects monsoon activity to intensify across large parts of the country, with further advance likely over the next 2-3 days into the North Arabian Sea, remaining parts of Gujarat and Madhya Pradesh, and more areas of Haryana, Punjab and Rajasthan.
- On Friday, 3rd July 2026, highly bullish breakouts with very big volumes were seen in Butterfly, Huhtamaki, Indianhume, Jamnaauto, JTLIND, PENIND and Transraill. Keep these stocks on radar for Monday. Top of Form
- Bottom of Form
- Portfolio management & rebalancing guidelines: 1) Don’t expect every stock in the portfolio to stay green, short-term fluctuations are normal. 2) Focus on overall portfolio performance rather than individual stock moves. 3) If the portfolio is overall positive but over 50% of holdings are in red, consider rebalancing. 4) Rebalance every fortnight if you are an active investor, otherwise monthly if you are a long-term investor. 5) Do a detailed portfolio review every 45 days to track performance and adjust strategy. 6) Rebalancing helps book profits from outperformers and reallocate funds to undervalued opportunities. 7) Maintain sectoral and asset diversification to reduce risk from sudden market changes. 8) Stay updated on global and domestic trends as markets react quickly to new data. 9) Keep 5–10% in cash or liquid reserves to seize opportunities during dips. 10) Review your investment goals and risk appetite periodically to stay aligned with your strategy. Don’t hold blindly. Review, rebalance and realign regularly. Blind holding is outdated, smart investing is adaptive. Set expectations right. If FD gives around 8% yearly, first target 12% and gradually raise your return target by 3–5% YoY if you are a long-term investor.
- Atlanta Electricals secured a big Rs.285 cr. transformer order from PSTCL. It posted 70% higher FY26 PAT of Rs.202 cr., expanded EBITDA margin by 300 bps to 18.6% and turned fully debt-free after repaying Rs.340 cr. debt. Very optimistic FY27 view. Stock may surpass Rs.2200.
- IOL Chemicals notched PAT of Rs.53.16 cr. in Q4FY26 v/s Rs.20.58 cr. in Q3FY26, up 158% Q-o-Q. FY26 PAT rose 36% to Rs.137.64 cr. Non-Ibuprofen pharma share increased from 18% to 37% in 6 years. It incurred Rs.164 cr. capex in FY26 and plans Rs.150-200 cr. capex in FY27. Very optimistic view for next 2-3 quarters. Stock may re-test Rs.178.
- Morepen Labs expects additional supplies of around Rs.225 cr. in Q2FY26-27, which may add nearly 50% to quarterly revenue. This provides strong near-term revenue visibility and could further strengthen growth momentum. Stock may surpass its 52-week high of Rs.70.
