Stocks to Watch – Sentiment Overview

Positive Sentiment Stocks

1. Rallis India – Q1 net profit doubled year-on-year; strong growth across segments.

2. Power Mech Projects – Secured new orders worth ₹551 crore, including power and infra contracts.

3. RailTel Corporation – Bagged an order worth ₹264 crore from East Central Railway.

4…[Read more]

Global & Institutional Commentary update for July 15, 2025:

Institutional Views

JM Financial
• On Kalyan Jewellers: Initiates Buy, TP ₹700
o Strong moats, unorganised market opportunity
o Expect Revenue/EBITDA/PAT CAGR of 25%/23%/31% over FY25–28E
• On Ventive Hospitality: Initiates Buy, TP ₹890
o Exposure to India & Maldives tailwinds…[Read more]

Stocks in the news from the Kunvarji India Daybook

INFRASTRUCTURE & RAILWAYS
RVNL: Secured ₹447 Cr contract from Delhi Metro for Phase-IV construction. FY26 turnover guidance at ₹22,000 Cr. (Positive)

Power Mech Projects: Bagged ₹551 Cr orders from SJVN Thermal & Jhabua Power. (Positive)

RailTel Corporation: Won ₹264 Cr order from East Central…[Read more]

Global Economic Highlights

India
• Retail inflation dropped to a 6-year low in June due to falling food prices.
• Wholesale prices declined for the first time in 19 months.

China
• Q2 GDP rose 5.2% YoY, beating forecasts despite global tariff risks.
• June new home prices declined at the fastest pace in 8 months.
• Property investment fell 11.2…[Read more]

SEBI Actions -Investor insights

Reduced F&O Volumes: If you’re involved in derivatives, be aware of the ~20% reduction post-Jane Street ban.

Improved Bond Market Transparency: Bond Central offers better market visibility and could broaden fixed-income investment options.

Regulatory Clean-Up: Stricter oversight on broker compliance may i…[Read more]

Results Calendar for this week (July 14–18, 2025)

July 14, 2025 (Monday)
Authum Investment & Infrastructure

Benares Hotels

Den Networks

HCL Technologies

Nelco

Ola Electric Mobility

Rallis India

Sambhv Steel Tubes

Tata Technologies

Tejas Networks

July 15, 2025 (Tue)
AWL Agri Business

Geojit Financial Services

GM Breweries

Hathway C…[Read more]

Enforcement Actions-July 11, 2025

SEBI bars Jane Street:
Temporarily banned from Indian securities markets and ordered to disgorge ₹4,843 crore as part of an interim order on July 3
• Alleged massive market manipulation via expiry-day Bank Nifty and Nifty trades
• I-T Department may investigate under GAAR and PE norms following SEBI’s finding…[Read more]

Q1FY25 Earnings call schedule .

Events today -July 11 , 2025
2:00 PM Anand Rathi Wealth June 2025
4:00 PM Elecon Eng June 2025
4:00 PM GTPL Hathway

Capital Markets & Regulation Update -10 July 2025

• SEBI bans Jane Street from Indian markets, accusing it of manipulating Bank Nifty cash futures options through large-volume trades. SEBI has frozen approximately $567 million in offline gains and launched a broader probe

• Consultation on credit ratings expansion: SEBI proposed allowing Credit…[Read more]