Rajesh Palviya™

2021-09-08 05:07:14 IMPORTANT EX-DATES today

Vedanta – Dividend – Rs 18.5
Mahindra Holidays – Bonus Issue – 1:2
MOIL – Dividend – Rs 4.9
NTPC – Dividend – Rs 3.15
Power Grid – Dividend – Rs 3
ONGC – Dividend – Rs 1.85
PTC India – Dividend – Rs 5.5
TBZ – Dividend – Rs 2.5 Open / Comment

2021-09-08 05:05:15 *Good Morning*
• India Coal Imports Plunge With Adani, Tata Slashing Purchases
• RBI Permits Card-on-File Tokenisation Services
• Modi’s Asset Leasing Plan Faces Right-Wing Labor Union Dissent
• India Sebi to Allow Exchanges to Shorten Settlement Cycle to T+1
• SEBI Revises Position Limits for Currency Derivatives Contracts
• Taliban Unveils New Cabinet, Includes U.S.-Designated Terrorist
• India’s Sensex Holds Close to Record High; Tech Stocks Weigh
• Emerging Market ETFs Rise for 2nd Week in $2.24 Bln Streak
• Global Funds Sell Net INR1.45B of India Stocks on Tuesday: NSE
o Domestic funds sell net 1.37b rupees of stocks
• Foreign Investors Buy Net INR4.2B of Indian Equities on Sept. 6
• Foreigners Buy Net INR12.8B of India Equity Derivatives Tuesday
• Cabinet may approve PLI scheme for MMF, technical textiles on Wed: PTI
• Coal India arm MCL dispatches over 85 rakes of coal to power plants: PTI
• Rajnath approves increase in financial powers of armed forces for revenue procurement: PTI
• Dr Reddy’s Laboratories (DRRD): Citius buys Dr Reddy’s license for Oncology Immunotherapy
• EID Parry India (EID): To set up 120 KLPD distillery in Andhra Pradesh
• Setco Automotive (SETC): India Resurgence Fund, of Piramal Enterprises and Bain Capital Credit, to invest 6.15b rupees in Setco group
• TVS Motor Co (TVSL): Says expands in South Africa; Names ETG Logistics as new South Africa distributor
• Wipro (WPRO): Says Co. and Securonix Partne to deliver managed security services
• Open / Comment

2021-09-07 17:16:35 Three IPOs!! More than 10x!! In less than 5 years!

DMart - 13x ( Today's close 3,937 against IPO Price 299/-)

Dixon - 12x (Today's close 21,630 against IPO Price 1,766/-) *Adjustd Price

IRCTC - 10x (Today's Close 3,287 against IPO Price 320/- Open / Comment

2021-09-07 17:02:17 Market : SEBI has decided to provide flexibility to stock exchanges, to offer either T+1 or T+2 settlement cycle

Stock Exchange may choose to offer a T+1 settlement cycle on any scrip, after giving advance notice of at least one month

After opting for a T+1 settlement cycle for a scrip, Stock Exchanges shall have to mandatorily continue with the same for a minimum period of 6 months

There shall be no getting b/w T+1 and T+2 settlements

The provisions of this circular shall come into force w.e.f Jan 01, 2022 Open / Comment

2021-09-07 17:01:48 SEBI T+1 .pdf Open / Comment

2021-09-05 10:06:01 Open / Comment

2021-09-05 08:52:11 Open / Comment

2021-09-05 06:04:45 All the teachers are like candles; they will provide you hope, the right direction, and light to move forward in life. Thank you for being the best supporter; happy teacher’s day.

#HappyTeachersDay2021
#5thSeptember Open / Comment

2021-09-04 16:30:50 https://twitter.com/rajeshpalviya/status/1434146596795531266?s=20 Open / Comment

2021-09-04 14:06:21 *Earnings momentum is the key; Upgrade December NIFTY target to 17,700:* As we consider the ‘Rolling 4 quarters’ earnings momentum’, we observe the earnings momentum to have sustained in Q1FY22. It is critical for the earnings momentum to sustain even in Q2FY22 which seems likely in light of gradual reopening of the economy as well as significantly picked up vaccination rates. Based on the earnings upgrade, we upgrade our December NIFTY 50 target to 17700. As we continue to remain optimistic on the market, focus on earnings sustenance will be a key, moving forward.

*Based on the above themes, we recommend the following stocks:* ICICI Bank, SBI, Federal Bank, Equitas Small Finance Bank, Varun Beverages, Camlin Fine Sciences, Mold-Tek Packaging, Amber Enterprises India, Minda Corporation, Steel Strips Wheels, Krishna Institute of Medical Sciences, Tech Mahindra, Bharti Airtel, HCL Technologies, Orient Cement, Ashok Leyland Open / Comment