Techno Option

[Sharad Dubey @Sharad9Dubey]

MUMBAI REALTY STOCKS (+VE)

Mumbai property market records second-best October ever, registrations up 9%

[Yatin Mota @yatinmota]

SEBI revert backs to Old System of Expiry day reference point of VWAP price of 3-3:30 pm

This will be good for traders, exchanges and brokerage for volumes / liquidity on expiry days

[Yatin Mota @yatinmota]

*BHEL & Larsen: Electricity demand is growing at 20% yoy in October; Key stakeholders speaks about increasing pipeline from 100GW to 150GW*

*What’s new?*

*Reuter is quoting CEA Chairman who is looking to increase pipeline to 150GW

*”Now, probably it will go up to 105 GW or even 150 GW”

*Note that earlier stated pipeline was 100GW

*https://t.co/1ru1G7R9nW

*What is driving this?*

*Electricity demand growth print for this fiscal is likely to be >11%

*Peak demand is consistently at 260-270GW every month

*How are the shortages?*

*Peak shortages are now at 2-3% or 6-7GW in evening

*What happened when shortages occurring last time?*

*The coal pipeline from 25GW inched upto 50GW to 100GW

*This happened in two three iterations between Oct – 22 and Dec -23

*How is the thermal order pipeline as of now?*

*We estimate current pipeline at 70-75GW

*We estimate a tender pipeline of ~2-3GW of this fiscal

*We expect 6-8GW new tender by end of this fiscal

*BHEL is already at ~400bn of OI in this fiscal, we expect full year order inflow at Rs.500-600bn

Broker Note

[CuriousInvestor @arc1471]

Simple Things Beats Complex Things ✨💯

[Yatin Mota @yatinmota]

Positive for DIVIS Labs - Macq Note

Novo Nordisk to start buying APIs from other CDMO players

[India Money Live @indiamoneylive]

JUST IN : NSE has launched a free screener website for retail investors

https://t.co/orlk6htMRF

[Sharad Dubey @Sharad9Dubey]

Welspun Corp
East Pipes Integrated signs contract with Aramco
East Pipes Is An Associate Co
East Pipes-Aramco pact worth Rs 2,000 cr
East Pipes to manufacture and supply steel Pipes to Aramco
Duration of the contract to be 6 months

[Piyush Chaudhry @piyushchaudhry]

To Add: UPI

[Bull Theory @BullTheoryio]

BREAKING: Copper futures crash 3% in 60 minutes as the White House stalls its copper tariff decision.

[Sharad Dubey @Sharad9Dubey]

Now The Biggest Player Moves In Oil & Gas...

L&T Gets Offshore Order Worth Rs 2,500-5,000 Cr From ONGC For Additional Development Of 2 Projects

[Techno Option @TechnoOption]

@hvgoenka Sir, as you know, we Indians are experts at jugaad! We’ll definitely find a better solution to this problem, so I don’t think a paid option would work well here.

[Suvendu Adhikari @SuvenduWB]

A major milestone in our commitment to ensuring accessible, dignified and quality healthcare for the People of West Bengal.
Our continued focus on eliminating out-of-pocket medical burdens and strengthening health security is delivering real, measurable results on the ground.

As of today, the implementation of Ayushman Bharat PM-JAY (Pradhan Mantri Jan Arogya Yojana) in our State has marked significant achievements:

# 3.23 Crore Active Cards: Over 3.23 crore beneficiaries across the State now carry guaranteed financial protection of up to ₹5 lakh.

# 31,541 Hospital Admissions: Thousands of patients have already received timely, cashless treatment across empanelled hospitals without pushing their families into economic distress.

# 716 Outside-State Admissions: Leveraging nationwide portability, patients from West Bengal, including migrant workers and those needing specialized interventions have accessed seamless treatment at premier institutions across India.

From expanding access in rural heartlands to enabling seamless healthcare portability nationwide, this Scheme is fundamentally transforming West Bengal’s healthcare landscape into one anchored in equity, affordability and trust.

#HealthForAll #ABPMJAY

[Yatin Mota @yatinmota]

This is Mumbai's Largest Electricals Market - Lohar Chawl

Ultratech's Cables and Wires Branding has Already Started

ULTRAVoLT is expected to start marketing its dealerships will trade slabs etc shortly

#BIRLA #ULTRAVOLT #ULTRATECH #CABLES #WIRES

[Ruchit Purohit @Journoruchit]

Watch out for BSE, Angel One & Groww tomorrow

According to a report today from ISEC:

Volumes have taken a sharp hit amid CAS and stocks have corrected ~15%, ~13% and ~5% respectively in Q2FY27-TD.

ICICI Securities flags this weakness as likely transitory. Aug F&O premium ADTV fell 26.5% for BSE, 15.2% for Groww, while Angel’s daily orders fell 12.2% MoM.

If SEBI tweaks the settlement methodology, a positive volume turnaround could be on the cards?

[Yatin Mota @yatinmota]

NALCO up 7%, HINDALCO up 3%

Global Alumina disruption drivers for stock today

Alunorte reduces alumina production on natural gas supply disruptions

Alunorte has been informed of disruptions to natural gas availability by its supplier, CELBA, part of the New Fortress Group. CELBA also owns the gas terminal infrastructure in Barcarena, Brazil.

Alunorte has consequently reduced alumina production to 50 percent.

https://t.co/fuIoayMgOa

[Piyush Chaudhry @piyushchaudhry]

NIFTY before Fed Meet

[Yatin Mota @yatinmota]

Broker Note top highlight - Positive for ICICI Pru Life

Prudential has requested for reclassification from promoter to investor, which has been approved by board and is awaiting IRDAI approval. Hence (as per IRDAI regulations), there is no requirement for Prudential to sell its stake at this stage

[RedboxGlobal India @REDBOXINDIA]

INDIA’S EV RETAIL SALES HIT ALL‑TIME HIGH OF 3.06 LAKH UNITS IN JUNE, ADOPTION SURGES ACROSS SEGMENTS

[RedboxGlobal India @REDBOXINDIA]

INDIA TO SUPPLY BRAHMOS CRUISE MISSILE SYSTEM, ASTRA AIR-TO-AIR ASTRA MISSILE TO INDONESIA- INDIA GOVT OFFICIAL

[Techno Option @TechnoOption]

@yatinmota NAI HOGA WILL GO UP