Activity – wordpress.vrightexchange.com

VRIGHT Exchange – Daily Digest posted an update
7 months, 3 weeks ago

Sentiment Analysts for Stocks in Focus -update for July 30

Infrastructure & Real Estate
Positive
Cyient: Incorporates Cyient Semiconductors in Singapore

TARC: Received registration for TARC Trigun luxury residential project in Delhi

J. Kumar Infraprojects: Q1FY25 Net Profit ₹103.44Cr vs ₹86.88Cr, Revenue up YoY

Neutral
L&T: Q1FY25 Net Pro…[Read more]
VRIGHT EXCHANGE posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
7 months, 3 weeks ago

Fund house recommendations -July 30

Infrastructure & Construction

Larsen & Toubro (L&T)
Positive

Jefferies: Buy | TP ₹4,230 (↑ from ₹3,965)

B&K: Buy | TP ₹4,034 (↑ from ₹3,986)

Haitong: Outperform | TP ₹4,150 (↑ from ₹3,800)

Investec: Buy | TP ₹4,460 (↑ from ₹4,115)

Motilal Oswal (MOSL): Buy | TP ₹4,200 (↑ from ₹4,100)

Neutral

Axis: Buy…[Read more]
Aryan Rana posted an update in the group Logistics & Supply Chain Group
7 months, 3 weeks ago

Aegis Vopak Terminals Ltd-IPO Analyst Report by SBI Securities
Janardhan Chavan posted an update in the group Corporate -Business & Market News
7 months, 3 weeks ago

Equity Markets & Sector News Update -July 30, 2025

Market Overview
• Indian markets opened modestly higher, with Sensex up ~0.32% (~81,595) and Nifty50 up ~0.28% (~24,890)
• However, early signals from Gift Nifty suggested a mute open on mixed global cues amid potential US tariffs on Indian goods—putting a cap on upside momentum
• Among sectors…[Read more]
Ayesha Rana posted an update in the group OmniScience Capital-Enhance Safety • Enhance Growth • Enhance Returns
7 months, 3 weeks ago

India’s EV journey is picking up speed!
With government support through schemes like FAME II and funds for battery and mineral supply, the EV future looks strong.
Even Tesla’s recent entry into India shows how big the EV opportunity is becoming. ⚡🇮🇳
VRIGHT Exchange – Daily Digest posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
7 months, 3 weeks ago

Virtual IPO Meet | Marketing Limited

Date: Wednesday, 30th July, 2025
Time: 05:00 PM

YouTube Live link:

Book Running Lead Manager:
Narnolia Financial Services Limited

Key Highlights

-CashurDrive Marketing Limited is an OOH advertising company offering comprehensive transit, outdoor, print, and…[Read more]
Ayesha Rana posted an update in the group OmniScience Capital-Enhance Safety • Enhance Growth • Enhance Returns
7 months, 3 weeks ago

India spends 14% of its GDP on logistics—well above the global average—mainly due to heavy reliance on costly road transport (67% share).

Boosting rail and multimodal infrastructure can cut costs and improve supply chain efficiency. Key drivers: e-commerce, infra push, and tech adoption.
Ayesha Rana posted an update in the group OmniScience Capital-Enhance Safety • Enhance Growth • Enhance Returns
7 months, 3 weeks ago

Mazagon Dock, Garden Reach to HAL: Defence stocks crash up to 19% in just one month. Time to buy or steer clear?

🗣 Insights from Dr. Vikas Gupta, CEO & CIO,
Omniscience Capital.

🔗 Read the full article:…[Read more]
Ayesha Rana posted an update in the group OmniScience Capital-Enhance Safety • Enhance Growth • Enhance Returns
7 months, 3 weeks ago

Ashwini Shami, EVP and Senior Portfolio Manager ,OmniScience Capital Views on story by Times of India and ET

Why 60% of NSE 500 stocks remain below their 2024 highs

Despite these declines, elevated valuations persist in many ..

Read more…[Read more]
Ayesha Aryan Rana joined the group VRIGHT Exchange | Daily Digest: Corporate & Economy
7 months, 3 weeks ago

VRIGHT Exchange | Daily Digest: Corporate & Economy
Public GroupMembers 85
VRIGHT EXCHANGE posted an update in the group Research and Investment Spot
7 months, 3 weeks ago

Stocks-in-focus and key updates with sentiment indicators (👍🏼 Positive | 🤞🏼 Neutral | 👎🏿 Negative):

Infrastructure, EPC & Construction
PNC Infratech: Bags ₹2,956 Cr mining services order from SECL. 👍🏼

Omaxe Ltd: Gets ₹500 Cr investment from Oaktree for large-scale projects. 👍🏼

HG Infra: Acquires Angul Sundargarh Transmission, enabling fur…[Read more]
VRIGHT EXCHANGE posted an update in the group Research and Investment Spot
7 months, 3 weeks ago

Brokers recommendations:

Capital Goods / Defence
Bharat Electronics Ltd (BEL)

UBL: Maintain Buy, Target ₹450 ( Positive)

JP Morgan: Maintain Overweight, Target ₹490 (Positive)

Nomura: Maintain Buy, Target raised to ₹2,388 ( Positive)

Pharmaceuticals & Healthcare
Ajanta Pharma

Jefferies: Maintain Buy, Target raised to ₹3,320 ( Positiv…[Read more]
VRIGHT EXCHANGE posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
7 months, 3 weeks ago

FII Net Outflow

2021: -85,670
2022: -286,494
2023: -19,526
2024: -295,393
2025: -129,478 ( til july)

Total FII Outflow = ₹ -816,561 CR

DII Net Inflow

2021: +92,406
2022: +274,737
2023: +182,185
2024: +503,381
2025: +362,391 (2025 til july)

FII Sold
₹ 8.17 Lac CR

DII Buy
₹ 14.15 Lac CR
VRight AARYANA posted an update in the group IPO Listings Group
7 months, 3 weeks ago

IPO Update

LISTING

MONARCH – SME
IPO PRICE: 250
LOT SIZE – INDIVIDUAL: 1200
LOT SIZE – HNI: 1800

LISTING PRICE: 421.25(+171.25₹,+68.50%)
LISTING GAIN – INDIVIDUAL: 2,05,500/-
LISTING GAIN – HNI: 3,08,250/-

Brigade Hotel Ventures: Open: 24-Jul-25; Close: 28-Jul-25

Shanti Gold International: Open: 25-Jul-25; Close: 29-Jul-25

Laxmi India F…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
7 months, 4 weeks ago

Earnings calls I Tuesday 29 July 2025

9:30 AM Piramal Pharma
Dial: ‪+91 22 6280 1461‬

10:00 AM Mangalore Chem
Weblink: https://tinyurl.com/57xu29fh

10:00 AM KEC Intl
Dial: ‪+91 22 6280 1213‬

10:00 AM Five Star Business F
Dial: ‪+91226280 1366‬

11:00 AM Quess Corp
Dial: ‪+91 22 6280 1259‬

11:00 AM RailTel Corp
Dial: ‪+91 22 6280 1272‬

11:00…[Read more]

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VRIGHT EXCHANGE posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
7 months, 4 weeks ago

Corporate Actions

Dividend

28-Jul-25
WIPRO: Interim Dividend – Rs. – 5.00
YSL: Final Dividend – Rs. – 500.00
EIHAHOTELS: Final Dividend – Rs. – 3.50
DLF: Final Dividend – Rs. – 6.00
KPITTECH: Final Dividend – Rs. – 6.00
COSMOFIRST: Final Dividend – Rs. – 4.00
SHYAMMETL: Interim Dividend – Rs. – 1.80
CRISIL: Interim Dividend – Rs. -…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
7 months, 4 weeks ago

Analyst Conference | Indian Overseas Bank (IOB)

Event Details

Date : Tuesday, 29 July 2025

Time : 4.00 PM

Venue : Legacy Room, The St. Regis, Lower Parel, Mumbai -400013

Service : Hi-Tea

Management Participants:
• Mr Ajay Kumar Srivastava, MD & CEO
• Mr Joydeep Dutta Roy, Executive Director
• Mr Dhanaraj T, Executive Director

About India…[Read more]
VRIGHT Exchange – CEO’s Desk posted an update in the group Economy & Industry Triggers
7 months, 4 weeks ago

China’s Rare Earth Magnet Ban Spurs India’s ₹18,000 Cr Critical Mineral Mission Amid Rising Sectoral Risks

India’s dependence on China for rare earth magnets — critical components in high-tech and green tech industries — means that China’s export restrictions could significantly affect several listed Indian companies, especially those in sectors…[Read more]
Janardhan Chavan posted an update in the group Analyst & Investor Events
7 months, 4 weeks ago

Current & Forthcoming IPOs-July August 2025
VRIGHT Exchange – Daily Digest posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
7 months, 4 weeks ago

Virtual IPO Meet | Mehul Colours Limited

Date: Tuesday, 29th July, 2025
Time: 04:00 PM

YouTube Live link:

Book Running Lead Manager:
Seren Capital Private Limited

Key Highlights

-Mehul Colours Limited is a manufacturer of masterbatches, enhancing plastic products with colour and functional…[Read more]