Khandwala Securities Limited

This week, investors' attention will be on Friday’s US payrolls report and FOMC minutes. All eyes will be on the upcoming Union Budget with the tentative dates for tabling the Budget could be around July 23-24 during the Monsoon Session.



[Stocks, stock market, elections, bse, sensex, nse, india, Khandwala Securities]

Nifty fails to end in green despite posting yet another high at 24174 mark. However, it manages to end above 24000 mark and most importantly ends the week on a promising note, up over 2%.

NIFTY (-34, 24011)
Sensex (-210, 79033)
Bank Nifty (-469, 52342)

# The benchmarks pared intraday gains as investors preferred to remain on the sidelines after a spectacular 4-day rally at Dalal Street.

# BankNifty also has been an underperformer after remaining an outperformer in the first half of the week.

# However, in broader markets, Nifty MidCap 50 finished above the dotted lines, up 0.84% and Nifty Smallcap Index too was up 0.71%.

# *Long story short:* Nifty takes a breather after rallying for 4 days.

# *BUZZING STOCKS FOR THE DAY:*

Top Index Gainers:
DRREDDY (+2.63%)
ONGC (+2.56%)
RELIANCE (+2.19%)
HEROMOTOCORP (+1.91%)
SBILIFE (+1.88%)

Top Index Losers:
AXISBANK (-1.95%)
ICICIBANK (-1.86%)
BHARTIARTL (-1.82%)
KOTAKBANK (-1.51%)
INDUSINDBNK (-1.48%)

# Adv-Dec 26—24
# INDIA VIX 13.80 (-2.47%)
# NIFTY PCR (04th July) 0.99
# NIFTY PCR (25th July) 1.51

# Nifty MidCap 50 (+0.44%, 15711)
# NiftySmallC (+0.84%, 18318)
# BANK Nifty (-0.89%, 52342)
# Nifty IT (+0.09%, 36158)
# USD/INR (-0.09%, 83.46

70,000 and counting!
Breaking records, making history. The Indian economy soars with the Sensex reaching a new milestone.



[Wealth Management, Financial Services, Stocks, stock market, investors, trading, nifty, bse, sensex, nse, india, Khandwala Securities]

Craft your strategy and take calculated risks.

For an expert insight, reach out to us today!
Call 022 40767373 or DM us.



[Wealth Management, Financial Services, Stocks, stock market, investors, trading, nifty, bse, sensex, nse, india, Khandwala Securities]

True wealth isn't just about making money—it's about protecting what you have. With KSL's risk management service, you can enjoy peace of mind knowing that your investments are in safe hands.
Let us help you build a secure financial future!
Call 022 40767373 today to connect!



[Wealth Management, Financial Services, Stocks, stock market, investors, trading, nifty, bse, sensex, nse, india, Khandwala Securities]

Nifty may struggle to hold any intraday gains.
Bulls are likely to be back in control only on any move above 23667, targeting psychological 24000 mark.
Nifty actually could trade choppy with interweek downside risk at 23257 mark.



[Stocks, stock market, elections, bse, sensex, nse, india, Khandwala Securities]

Nifty ends the session on a dismal note but overall ends the week modestly in green, up 0.15%.

NIFTY (-66, 23501)
Sensex (-269, 77210)
Bank Nifty (-122, 51661)

# Nifty failed to hold onto early morning gains as profit-booking took the centre stage, causing the benchmarks to stay in red all throughout the day's session.

# Market Breadth too favored the bears as only 18 stocks in Nifty50 marched higher against 32 stocks which slid down.

# Interestingly, in broader markets, Nifty MidCap 50 finished slightly above the dotted lines.

# Another key positive takeaway was that India VIX continued to tumble, down 1.27% and struggling to hold its level at 13.

# *Long story short:* Sometimes a healthy consolidation is what the markets need

# *BUZZING STOCKS FOR THE DAY:*

Top Index Gainers:
BHARTIARTL (+1.64%)
LTIM (+1.38%)
HINDALCO (+1.11%)
SHRIRAMFIN (+0.80%)
TATASTEEL (+0.71%)

Top Index Losers:
ULTRACEMCO (-2.42%)
ADANIENT (-2.04%)
L&T (-1.96%)
NESTLEIND (-1.90%)
TATAMOTORS (-1.87%)

# Adv-Dec 18—32
# INDIA VIX 13.18 (-1.27%)
# NIFTY PCR (27th June) 0.92

# Nifty MidCap 50 (+0.05%, 15624)
# NiftySmallC (-0.17%, 18235)
# BANK Nifty (-0.24%, 51661)
# Nifty IT (+0.76%, 35200)
# USD/INR (-0.07%, 83.58)

This Yoga Day, find balance not just on the mat but in your portfolio too!
Happy Yoga Day from Team KSL!

When you choose KSL, you're not just another client—you're a valued partner on your financial journey.
Our team of experienced advisors is committed to building meaningful relationships with each and every client, offering personalized guidance and support every step of the way. Experience the difference of a personal connection with KSL!
Call 022 40767373 today to connect!



[Wealth Management, Financial Services, Stocks, stock market, investors, trading, nifty, bse, sensex, nse, india, Khandwala Securities]

Our call of the day which suggests Nifty and its stocks can only gain with the VIX falling to such extreme low levels. All bullish eyes on Finance Minister Nirmala Sitharaman’s 7th consecutive Union Budget which shall trickle in probably in second half of July. The street is hoping that the economic strategy shall include initiatives to accelerate reforms and most importantly, aim to transform India into a $5-trillion economy and achieve its mission of “Viksit Bharat" by 2047.



[Stocks, stock market, elections, bse, sensex, nse, india, Khandwala Securities]

Happy Father's Day to all the incredible dads out there! At Khandwala Securities Limited, we celebrate the guiding hands that shape our futures, both at home and in the financial world. Here's to the mentors, protectors, and role models who inspire us every day.

Nifty ends the day and the week on a high note.

The Good News: The mainstream India is likely to pay more attention to financial markets, as Nifty rides the bullish optimism amidst:

1) A BJP-led win in Lok Sabha elections
2) Lower inflation numbers
3) Robust growth outlook.

NIFTY (+67, 23466)
Sensex (+182, 76993)
Bank Nifty (+155, 50002)

NIFTY Midcap (+0.94%)
NIFTY Small Cap (+0.76%)

# Be a part of the future in flight: GMR Infra!

GMR Infra hit 52-week high (CMP 94.50, +3%) on healthy outlook as there sizeable unlocking opportunity from the strong air traffic growth outlook, travel retail opportunity and upward thrust in aerospace tariffs.

All bullish eyes on the stock scaling the psychological; 100 mark on backdrop of India's aviation sector which is gearing up for a promising ascent as the number of domestic passengers in India is expected to surge to 300 million annually by 2030 from 153 million in 2023.

Nifty Sectors:
NIFTY AUTO (+1.30%)
NIFTY PSE (+0.88%)
NIFTY Reality (+0.82%)
NIFTY METAL (+0.73%)

# Underperforming Nifty Sectors:
NIFTY IT (-0.87%)
NIFTY PSU BANKS (-0.53%)

# All is well that ends well…

This Friday, Nifty stands tall, notches another historic new record all-time high at 23490.40. Bank Nifty ends above 50000 mark.

In our opinion, the most striking positive development for Nifty and our stock markets was that the gains came despite US Federal Reserve intending to cut rates only once by 25 basis points this year instead of the two that the consensus had.

India VIX drops 4.97% to 12.82.

At KSL, research is the cornerstone of every investment strategy. Build your financial future on a solid foundation with our expert insights.
Call 022 40767373 or DM us to learn more!



[Wealth Management, Financial Services, Stocks, stock market, investors, trading, nifty, bse, sensex, nse, india, Khandwala Securities]

In Friday’s trade, Sensex had hit a new historic high at 76795.31 mark as investors were hopeful that inflation is cooling and the Indian economy picking up pace. In a historic moment, Shri Narendra Modi was sworn in for a third consecutive term as India's Prime Minister. Strictly speaking, our stock markets will now spy with one big eye on the portfolio allocations under the new government.



[Stocks, stock market, elections, bse, sensex, nse, india, Khandwala Securities]

Let's leave 'Patola' investments for a secure financial future.
Ready to welcome 'Dhandho' opportunities with KSL?
Your financial growth starts here!
KSL now in Gujarat!
To connect to your investment expert, call 022 40767373
DM for more.



[KSL, Gujarat, Stocks, stock market, elections, bse, sensex, nse, india, Khandwala Securities]

Rip-roaring gains continue at Dalal Street as Nifty flares up for the third straight day.

Sensex in fact hit a new historic high at 76795.31 mark.

NIFTY (+409, 23290)
Sensex (+1619, 76693)
Bank Nifty (+511, 49803)

The 2-big positive catalysts:

1) Investors celebrate and prepare for PM Narendra Modi's record 3rd consecutive term swearing-in ceremony.

2) The RBI's MPC kept repo rate unchanged at 6.5% and most importantly, increased their FY25 GDP forecast to 7.2% from 7%.

# Long story short: Nifty bulls will now aim for new higher uncharted territory after last three-days of rip-roaring stretch.

# *BUZZING STOCKS FOR THE DAY:*

*Top Index Gainers:*
M&M (+5.38%)
WIPRO (+4.99%)
TECM (+4.18%)
INFY (+3.99%)
TATASTEEL (+3.95%)

*Top Index Losers:*
SBILIFE (-1.03%)
TATACONSUM (-0.43%)

# Adv-Dec 48—02
# INDIA VIX 16.88 (+0.48%)
# NIFTY PCR (13th June) 1.10
# NIFTY PCR (27th June) 1.10

# Nifty MidCap 50 (+1.55%, 14952)
# NiftySmallC (+2.31%, 17216)
# BANK Nifty (+1.04%, 49803)
# Nifty IT (+3.37%, 35170)
# USD/INR (-0.13%, 83.44)

The bulls are likely to be everywhere at Dalal Street. The six-positive catalysts.
1) All Exit Poll signals landslide victory for NDA.
2) India's GDP exceeds estimates, grows at 8.2% in FY24 and 7.8% in Q4.
3) Dow Jones popped 574 points in Friday’s trade.
4) September rate-cut odds edge up after US PCE report.
5) This year monsoon has advanced earlier than scheduled.
6) GST collection soars 10% to Rs 1.73 lakh crore in May.



[Stocks, stock market, elections, bse, sensex, nse, india, Khandwala Securities]

Nifty snaps its 5-day losing streak; all eyes on exit poll to trickle in on Saturday at 6:30 PM

Adani Group stocks soar on higher volumes; Adani Enterprises (+7%) Adani Ports (+4%)

NIFTY (+42, 22531)
Sensex (+76, 73961)
Bank Nifty (+302, 48984)

Following last 5-days of drubbing and depressed action, Nifty bulls regrouped at today’s session lows indicating ‘lack of bearish conviction’

The big question: All is well that ends well ??

*Markets' attention now shifts to:*

1) Friday's key ‘the personal consumption expenditures price index’ to be wired at 6:00 PM IST. The Federal Reserve’s preferred inflation gauge could be a positive catalyst in market sentiment, if it shows inflation is cooling down

2) Exit Poll will start to trickle in on Saturday, June 1st at 6:30 PM IST.

# *Long story short:* Volatility will continue to be the hallmark until election results are out on Tuesday, June 4th

# *Bears of the day:* Nifty IT index sank 1.28% amidst disappointing corporate earnings report and lower margin guidance for FY25 from Salesforce (CRM) which tumbled 19.7% in overnight trade.

Persistent Systems (-3%, 3411) takes in on the chin as has highest employee and revenue exposure towards Salesforce. INFY (-1.44%, 1405) too struggles.

# *Bulls of the day:* Indian stock market likely to see $2 billion worth inflows on MSCI Index rebalancing today.

The positive takeaway is that India's weight in the MSCI EM Index will rise to 18.8%. The stocks which will be added: Bosch, Canara Bank, Indus Towers, Jindal Stainless, JSW Energy, Mankind Pharma, NHPC, PB Fintech, Phoenix Mills, Solar Industries, Sundram Finance, Thermax and Torrent Power.

# *BUZZING STOCKS FOR THE DAY:*

*Top Index Gainers:* ADANIENT (+6.94%)
ADANI PORTS (+4.01%)
SHRIRAMFIN (+3.57%)

*Top Index Losers:*
DIVISLABS (-2.38%)
NESTLEIND (-2.08%) LTIM (-1.64%)

# Adv-Dec 26—24
# INDIA VIX 24.60 (+1.74%)
# NIFTY PCR (06th June) 0.76
# NIFTY PCR (27th June) 1.20

# Nifty MidCap 50 (+0.37%, 14443)
# NiftySmallC (+0.50%, 16697)
# BANK Nifty (+0.62%, 48984)
# Nifty IT (-1.28%, 32386)
# USD/INR (+0.2%, 83.54)

The big question this week: Will Bank Nifty
hit 50,000 levels? speaking, in Friday’s trade too, the Bank Nifty outperformed the Nifty 50 and formed a strong bullish candlestick pattern on the daily timeframe. The positive takeaway was that Bank Nifty continues to trade above all key 21, 50 and 100 period EMA. Technically speaking, this leaves the door open for Bank Nifty 50000+ sooner than later.



[Stocks, stock market, elections, bse, sensex, nse, india, Khandwala Securities]

Nifty Hits Historic 23,000 Milestone In Today’s Trade.

Well, Nifty 23000 is a proud moment for many Indian Investors, as suggests ‘corporate India is in pretty good shape’.

NIFTY (-11, 22957)
Sensex (-8, 75410)
Bank Nifty (+203, 48972)

Strictly speaking, Nifty’s 23000 milestone is something to celebrate and the positive takeaway was that the benchmark ended a choppy session just a tad below the dotted lines most importantly, shrugging off extremely weak overnight Wall Street cues.

# Buyers seen confident amidst:

1) Investors hoping or expecting continuation of the current regime in the general elections.
2) Oil prices tumble towards $76 a barrel.

# That brings us to the big question: Is Dalal Street Chasing a Hot Stock Market?

# Interestingly, India VIX was seen trading firm at 21.71 levels indicating heightened volatility ahead.

# Long story short: All is well that ends well.

# *BUZZING STOCKS FOR THE DAY:*

*Top Index Gainers:* HDFCBANK (+1.60%) BHARTIARTL (+1.12%) BPCL (+1.12%)

Top Index Losers: ADANIPORTS (-1.83%) TECHM (-1.42%) M&M (-1.26%)

# Adv-Dec 17—32
# INDIA VIX 21.71 (+1.54%)
# NIFTY PCR (30th MAY) 1.03

# Nifty MidCap 50 (-0.10%, 14663)
# NiftySmallC (-0.17%, 16883)
# BANK Nifty (+0.42%, 48972)
# Nifty IT (-0.64%, 33824)
# USD/INR (-0.2%, 83.12)

Dow Jones’ historic 40,000 milestone is sparking lots of excitement as Nifty bulls will look to extend their epic climb.
# Helping positive sentiments are pre-election rallies. Investors are hoping or expecting continuation of the current regime in the general elections.
# Nifty’s immediate hurdles only at 22795 mark.



[Stocks, stock market, elections, bse, sensex, nse, india, Khandwala Securities]

Nifty ends on a bullish note following the Dow Jones’ first-ever foray atop the psychologically significant 40,000-mark milestone.

Nifty MidCap (+0.79%) and SmallCap (+1.58%) too enjoy strong session as bargain hunting and value buying was the preferred theme.

NIFTY (+62, 22466)
Sensex (+253, 73917)
Bank Nifty (+139, 48116)

# The 3-positive catalysts:

1) Election jitters recede.
2) Hopefully, FIIs to turn buyers’ post-election results.
3) Trader’s cheer encouraging US inflation news.

# Interestingly, India VIX ended at 19.77, down up 1.13%for the day.

# Long story short: ‘Inspired Bulls and Arrested Bears’.

# *BUZZING STOCKS FOR THE DAY:*

*Top Index Gainers:* M&M (+5.83%) GRASIM (+2.42%) ULTRACEMCO (+1.92%)

*Top Index Losers:* CIPLA (-1.63%) TCS (-1.59%) SBILIFE (-1.26%)

# Adv-Dec 27—23
# INDIA VIX 19.79 (-1.05%)
# NIFTY PCR (23rd MAY) 1.22
# NIFTY PCR (30th MAY) 1.10

# Nifty MidCap 50 (+0.82%, 14515)
# NiftySmallC (+1.65%, 16871)
# BANK Nifty (+0.29%, 48116)
# Nifty IT (-0.85%, 33382)
# USD/INR (-0.19%, 83.37)

Federal Reserve Chairman Jerome Powell's
speech on Tuesday, May 14th.
# The US CPI data (Wednesday, May 15th 2024).
# Corporate India’s Q4 results to trickle in today:
# Zomato, Varun Beverages, Jindal Steel & Power,
UPL, Aditya Birla Capital, Karur Vysya Bank,
Cera Sanitaryware.



[Stocks, stock market, elections, bse, sensex, nse, india, Khandwala Securities]

Behind every success, there's a supportive mom.
Wishing all the incredible mothers a Happy Mother's Day filled with dividends of love and prosperity!