13, July, 2025
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Market Highlights

Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.

July 04, 2025

  • Daily Morning Report Date: 4th July 2025
  • NIFTY OUTLOOK: 25,405.30 | FII: -1,481.19 cr | DII: 1,333.06 cr
  • As discussed yesterday, market behaviour remained on expected lines.
  • Nifty opened firm but failed to sustain and slipped to a day low of 25,384—close to our support of 25,397—and ended near it at 25,405.30.
  • An average bearish candle on the daily chart indicates continued selling pressure.
  • If Nifty decisively breaks below 25,350, further weakness may extend to 25,295–25,240. If supply intensifies, it could test 25,185.
  • On the upside, 25,460–25,516 may act as immediate resistance. A breakout and sustained move above this range may push Nifty to 25,571–25,627.
  • Bank Nifty OUTLOOK:
  • SPOT: 56,791.95 | PCR: 0.93 | Max CE OI: 56,000 | Max PE OI: 56,000
  • On 4th July 2025, Bank Nifty closed at 56,791.95, down 0.36% from the previous day.
  • The index moved 429.15 points during the session, hitting a high of 57,193.25 and a low of 56,764.10.
  • Technical View on Daily Chart:
  • Key support and resistance levels are 56,500 and 57,900 respectively.
  • Intraday Strategy
  • Go Long above 56,910 with SL 56,850 and target 57,050
  • Go Short below 56,650 with SL 56,710 and target 56,550
  • RSI: 56.70 (Below 30 = Oversold, Above 70 = Overbought)
  • SMA Analysis
  • Bank Nifty is trading above 6 out of 8 SMAs (20, 30, 50, 100, 150, 200-day) and below 2 SMAs (5, 10-day).
  • No active candlestick pattern was identified.
  • Macros.
  • 1. Dollar index @ 96.76.
  • 2. Vix @ 16.38.
  • 3. Brent crude @ 68.69.
  • 4. US 10 years bond yield @ 4.348
  • Note:
  • Key data released today was the U.S. Nonfarm Payrolls, which showed resilience as the economy added more jobs than expected in June despite concerns over recent tariffs. The positive takeaway is that hourly wages remained subdued at 0.2%, cooler than expected on a yearly basis.
  • Comments from U.S. Treasury Secretary Scott Besant suggest that a change in Fed leadership may be on the cards. He hinted that if rates are not cut soon, a larger cut may come in September. Overall, indications point toward a rate cut later this year.
  • On the domestic front, India's services sector posted its strongest growth in 10 months, supported by strong demand and easing price pressures. The HSBC-S&P Global India Services PMI rose to 60.4 in June from 58.8 in May.
  • Conclusion:
  • Indian equities are consolidating after a strong rally, with profit booking underway. It remains a 'buy on dips' market—no major concerns for now.
  • Contributed by
  • Ashok bhandari : INH000019549
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  • BEAT THE STREET BULLETIN
  • Date: 3 July 2025
  • Telegram: [t.me/beatthestreet10]
  • ORDER WIN
  • ARIES INFRA SOLUTIONS: Subsidiary secures ₹100 crore development management contract for 21.9-acre project in Bangalore.
  • TECHKNOWGREEN: Wins ₹7.86 crore contract from GUIDE for air quality monitoring at Deendayal Port Authority.
  • ARTEFACT PROJECTS: Bags ₹4.38 crore NHAI contract for Independent Engineer services on NH-53.
  • ---
  • ACQUISITION
  • HAZOOR MULTI PROJECTS: Acquires 51% stake in Vyom Hydrocarbon to enter oil & gas, mining, and environmental services.
  • PRIME FOCUS: Increases stake in DNEG to 88.28% via ₹5,161 crore share swap.
  • INDIA CEMENTS: Subsidiary to sell entire stake in Indonesian associate PT Mitra Setia Tanah Bumbu for IDR 2.695 billion.
  • ---
  • COLLABORATION
  • HAZOOR MULTI PROJECTS: Submits joint bid with Last Mile Sports LLP to acquire Quippo Oil & Gas Infra and settle liabilities.
  • ---
  • INCORPORATE / CORPORATE STRUCTURE
  • MESON VALVES: Renamed to Quest Flow Controls Ltd. after MCA approval, effective June 30, 2025.
  • ---
  • FUNDRAISING
  • DECCAN GOLD MINES: Raises ₹30 crore debt from Godawari Power for project development and equity acquisition.
  • PRIME FOCUS: Raises ₹390 crore from investors including Ranbir Kapoor and Novator Capital via preferential issue.
  • ---
  • FII STAKE CHANGES / BOUGHT-SOLD
  • FSN E-COMMERCE VENTURES: Harinderpal Singh Banga sells 6 crore shares (2.09%) at ₹202.57 each.
  • BANK OF MAHARASHTRA: Citigroup sells 24.75 lakh shares (0.032%); BNP Paribas buys same quantity at ₹56.66.
  • SWIGGY: Citigroup sells 3.20 lakh shares (0.0128%); BNP Paribas buys same at ₹381.
  • CONCORD DRUGS: Pradeep Jain sells 1.49 lakh shares (1.49%); Ganga Devi Loya buys 0.40 lakh (0.401%).
  • SERA INVESTMENTS & FINANCE INDIA: Zeal Global sells 5.50 lakh shares (0.84%); Achintya Securities buys 5 lakh (0.76%).
  • ELLENBARRIE INDUSTRIAL GASES: Motilal Oswal MF buys 9 lakh shares (0.64%) at ₹567.11.
  • INDOGULF CROPSCIENCES: Multiple bulk deals executed at ₹111 by AU SFB, Rajasthan Global, South Indian Bank, and Satish Singhal.
  • MOVING MEDIA ENTERTAINMENT: Over 6 lakh shares bought by multiple investors including FlightTech, Gretex, LC Radiance Fund, and Viney Equity.
  • PRO FX TECH: AU SFB sells 1.39 lakh shares; multiple investors including Abhay Jain, BRN Commodities, Ladnun LLP buy \~1 lakh each at ₹95.
  • SIGACHI INDUSTRIES: Premlatha Agarwal sells 0.021 lakh shares; HRTI Private Ltd buys 1.82 lakh shares (0.048%).
  • PRIVI SPECIALITY CHEMICALS: Rajesh Budhrani sells 2 lakh shares (0.51%) at ₹2261.50.
  • OMEGA INTERACTIVE TECHNOLOGIES: JR Seamless buys 0.028 lakh shares (0.57%) at ₹97.85.
  • ---
  • Q1 / BUSINESS UPDATE
  • BAJAJ FINANCE: Q1 AUM grows 25% YoY to ₹4.41 lakh Cr; deposits up 15% YoY to ₹72,100 Cr.
  • PC JEWELLER: Q1 revenue rises \~80% YoY on festive demand; cuts bank debt by 7.5% in Q1.
  • FORCE MOTORS: Reports 13% YoY growth in June domestic sales with 2,801 units sold.
  • ADANI WILMAR: Q1 revenue up 21% YoY despite 4% volume dip; branded exports rise 22% YoY.
  • VEDANTA: Q1 alumina output at record 587 kt; Zinc International output jumps 50% YoY.
  • BANDHAN BANK: Q1 deposits rise 16.1% YoY; loan book down 2.5% QoQ; CASA ratio at 27.06%.
  • ---
  • LAUNCHES
  • ZEE ENTERTAINMENT: Launches multi-platform growth strategy across TV, OTT, global content, and sports ventures.
  • ---
  • CLARIFICATION
  • 3M INDIA: Settles FY13–14 tax dispute for ₹17.2 Cr under Vivad Se Vishwas; no operational impact.
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  • TAX ORDER
  • NIVA BUPA: Secures interim relief in ₹1,241 Cr GST case; matter remanded for fresh review by Bombay HC.
  • ---
  • NEW PROJECTS
  • JSPL: Secures 50-year mining lease for Roida-I iron ore block in Odisha with 126.05 MT reserves.
  • ---
  • ADDITIONS
  • ALGOQUANT FINTECH: Approves 8:1 bonus and 1:2 stock split; authorized capital raised to ₹30 Cr.
  • ---
  • OTHERS
  • @beatthestreet10
  • SIGNPOST INDIA: Gets Karnataka HC nod to resume 20-year PPP ad operations with BBMP in Bengaluru.
  • GODAVARI BIOREFINERIES: Receives European patent for novel anti-cancer molecule validated in Spain and UK.
  • ---
  • STAY UPDATED WITH BEAT THE STREET
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  • @beatthestreet10
  • Macquarie on Tech Mahindra
  • Maintain Underperform; Hike TP to Rs 1090 from Rs 1050
  • 15% EBIT margin target by FY27E a very tough ask
  • Years of underinvestment in sectors outside Telecom a tough fix
  • Incumbency a disadvantage for TechM with Telecom clients
  • 15% EBIT margin goal a tough ask, we expect only 12.5-13.5% is achievable
  • Torrent Pharma : Co to acquire  additional 2.41% stake in JB Chemicals for Rs 620 crore
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