Market Highlights

Friday, 12th September, 2025

Daily Update

Good Morning ,

 Inflation data today

 Large Tender buyback by Infosys, Rs 18000 cr, 10 cr shares, at Rs 1800 per share, 19 % premium to yesterday closing price of Rs 1500,

 Increase in Jobless claim demand in US raised the expectation of rate cut by FED which fuelled the stock markets

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Market Update

 Yesterday, US markets were high and our markets were mild positive but consecutive up for 7 days.

 Today, Asian markets opened high, Nikkei is at record high and our markets are positive.

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Opening Outlook

Indian markets are likely to open gap up

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Key Highlights

• Yesterday, FIIs sold stocks worth Rs 3472 crores but DII bought stocks worth Rs 4045 Cr.

• US yields around 4.25%

• India 10 Years Yields 6.47%

• Crude oil prices around $ 66 per barrel.

• Gold and Silver prices steady. Gold around 1,09,000 in India for 10 grams

• The Indian Rupee closed at ₹ 88.44 against the US Dollar.

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Stocks in Focus

 Infosys : buyback at Rs 1800 per share. Positive for stock

 NIIT Learning Systems : named one of the Top 20 Experiential Learning Technologies Companies for 2025 by Training Industry, Inc.

 JBM Auto : secured a $100 million capital investment from the International Financial Corporation

 Bharat Forge : order from UAE

 Lodha Developers : Rs 30,000 cr Green Integrated Data Central Park

 Railtel : Rs 32 Cr order from Panvel and Nashik

 JSW Infra : Order Rs 57 cr from Karnataka

 Travel Food Services : won a new contract to operate 11 quick service restaurant outlets and one lounge and bar in the domestic terminal (T1) of the Cochin International Airport.

 NBCC: MoU with RIICO for projects valued Rs 3,700 crore.

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Interim Dividend:

Bhansali Engineering Polymers, Bharat Rasayan, Caplin Point Laboratories, Garden Reach Shipbuilders & Engineers, Tatva Chintan Pharma Chem, RHI Magnesita India, Techno Electric & Engineering, HeidelbergCement, Mastek, Cochin Shipyard, Sanghvi Movers

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Right Issue : NDTV

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World of IPO (Main Board and SME)

Main Board

Urban Co. Ltd. IPO, Rs 103, subscribed 9.48 on day 2 (Apply)

Shringar House of Mangalsutra Ltd. IPO, Rs 165, subscribed 8.26 on day 2

Dev Accelerator Ltd. IPO Rs 61, subscribed 16.11 on day 2

SME IPO

Airfloa Rail Technology Ltd. IPO, Rs 140, subscribed 0.47 on day 1

Galaxy Medicare Ltd. IPO, Rs 54, subscribed 0.84 on day 2

Jay Ambe Supermarkets Ltd. IPO, Rs 78, subscribed 7.26 on day 2

Taurian MPS IPO, subscribed 11.69 on day 3

Karbonsteel Engineering IPO subscribed 79.56 times on day 3

Vashishtha Luxury Fashion Ltd. IPO, subscribed 1.12 times on day 3

Krupalu Metals Ltd. IPO, subscribed 2.96 times on day 4

Nilachal Carbo Metalicks Ltd. IPO subscribed 5.06 times on day 4

L.T.Elevator Ltd. IPO, Rs 78, started from today

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Market Strategy

Our stand continues to accumulate for about one or two months and later we hope to see rally in the markets. Wishing you a profitable day and happy weekend ahead, (Above data is for Study Purpose and doesn't recommend any stock directly or indirectly)