Groups – Timeline – Ventura Securities – wordpress.vrightexchange.com

VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot
6 months ago

Fund Houses Recommendations -16 September 2025

Sector & Thematic Positives

OMCs: Government support underpins steady performance despite global volatility.

Capital Goods: Transmission order pipeline remains strong.

Non-Ferrous Metals: Prices firm due to geopolitics, low inventory, and weak USD.

Data Centres: India’s capacity expected to r…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
6 months ago

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 15, 2025

Market Overview & Sentiment

• Indian benchmarks closed higher: Nifty 50 +0.39% at 25,167, Sensex +0.40% at 82,118. Gains were led by auto and energy stocks, aided by optimism around U.S.–India trade talks and expectations of a U.S. Fed rate cut.

• The MSCI As…[Read more]
OmniScience Capital posted an update in the group Economy & Industry Triggers
6 months ago
India – U.S. Trade Deficit? Not So Fast.
Everyone’s talking about India’s goods surplus and U.S. concerns – but the full picture shows a near-balanced flow. U.S. companies, platforms, and universities earn big from India. Net gap? Just $3B.
Reacted by OmniScience Capital
VRIGHT Exchange – Capital Connect posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
6 months ago

Analyst Day 2025 | Allcargo Group
Purpose : to discuss the growth path of its group companies:
Allcargo Logistics (International – Ocean and Air Freight)
Allcargo Gati (Express and Contract Logistics)
Allcargo Terminals (CFS & ICD)
TransIndia Real Estate (Logistics Parks & Real Estate)

Event Details:
Date: Thursday, September 25, 2025
Time: 3:30…[Read more]
VRIGHT Exchange – Capital Connect posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
6 months ago

IPO Brokers’ & Analysts’ Meet | GK Energy Limited

Date : Tuesday, 16th September 2025
Time : 06:00 PM

Venue: Zenith Ballroom, 8th floor, St Regis Hotel, Lower Parel, Mumbai

Company Spokesperson : Gopal Kabra – CMD & CEO

BLRM’s : IIFL Capital Services Limited, HDFC Bank Limited
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot
6 months ago

Fund House Recommendations – September 15, 2025

Alcobev Sector – Structural Premiumisation Play

• Radico Khaitan (Jefferies: Buy, TP ₹3,500)
Premiumisation in IMFL portfolio and consistent market share gains position Radico as a long-term compounding story.

VRIGHT View: Beneficiary of premium liquor demand, especially in Tier-1/Tier-2 cities.…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers
6 months ago

VRIGHT Exchange — Stocks to Watch

Date: Monday, 15 September 2025

Healthcare & Pharma

• Apollo Hospitals will acquire IFC’s 31% stake in Apollo Health & Lifestyle Ltd for ₹1,254 crore, raising its holding to 99.42% (CCI nod awaited).

Deepens control over a high-growth subsidiary and expands retail healthcare play.

• Dr Reddy’s Laboratorie…[Read more]
VRIGHT Exchange | Street Calls joined the group VRIGHT Exchange | Market Movers
6 months ago

VRIGHT Exchange | Market Movers
Public GroupMembers 66
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
6 months ago

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 15, 2025

Market Overview

Indian equities opened the week on a cautious note. Investors are positioning ahead of the U.S. Federal Reserve’s policy meeting, where a 25 bps rate cut is widely expected.

Global risk assets remain sensitive to Fed guidance, while dom…[Read more]
VRIGHT Exchange -Insight Hooks posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
6 months, 1 week ago

VRIGHT Exchange — Weekly Review & Preview (Week ending 13 Sep 2025)

Snapshot
Global markets ended the week on a risk-on note amid growing expectations of Fed rate cuts, while India’s equity indices rallied (Nifty > 25,100) even as retail inflation ticked up modestly.

SEBI moved to ease market access for foreign investors and tweak AIF/FPI rul…[Read more]
VRIGHT Exchange -Insight Hooks joined the group VRIGHT Exchange | Daily Digest: Corporate & Economy
6 months, 1 week ago

VRIGHT Exchange | Daily Digest: Corporate & Economy
Public GroupMembers 85
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
6 months, 1 week ago

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 12, 2025

Market Summary & Sentiment

• Indian markets opened higher:
o Nifty 50 up ~0.28% at ~25,074
o Sensex up ~0.26% at ~81,759
• This extended an 8-session rally, amid renewed confidence in potential U.S. Fed rate cuts, thanks to softer jobs data offsetting highe…[Read more]
VRIGHT Exchange – IPO Pulse posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
6 months, 1 week ago

IPO Meet | L. T. Elevator Limited

Date: Thursday, 11th September, 2025
Time: 04:00 PM

Join Live on YouTube:
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
6 months, 1 week ago

VRIGHT Exchange – Daily Sector-Wise Update | Thursday, September 11, 2025

Market Opening & Sentiment

• Pre-market cues: GIFT Nifty futures indicate a positive open around 25,084, supported by optimism around U.S.–India trade dialogue.

• Equities performance: Benchmarks extended their rally for a sixth straight day, with Nifty holding above 2…[Read more]
Better Business Coach joined the group VRIGHT Exchange | Daily Digest: Corporate & Economy
6 months, 1 week ago

VRIGHT Exchange | Daily Digest: Corporate & Economy
Public GroupMembers 85
Better Business Coach joined the group Economy & Industry Triggers
6 months, 1 week ago

Economy & Industry Triggers
Public GroupMembers 82
Better Business Coach joined the group Ice Make Refrigeration Limited -Innovating Cooling Solutions Since 1993
6 months, 1 week ago

Ice Make Refrigeration Limited -Innovating Cooling Solutions Since 1993
Public GroupMembers 49
VRIGHT Exchange | Street Calls posted an update in the group Research and Investment Spot
6 months, 1 week ago

Street Calls | Fund Houses Recommendations

Positive Calls

Morgan Stanley on ABFRL: Upgraded to Overweight; target price ₹131/share.

Morgan Stanley on ABLBL: Initiated coverage with Overweight; target price ₹175/share.

Jefferies on HUL: Maintained Buy; target price ₹3,000/share.

BofA on HUL: Maintained Neutral; raised target price to ₹2,84…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
6 months, 1 week ago

VRIGHT Exchange – Daily Digest | Corporate and Economy Update for September 10, 2025

Market Overview & Sentiment
• Pre-market cues: GIFT Nifty futures indicate a positive open, with levels pointing towards 25,000 resistance and 24,700 support as near-term technical markers.

• Equity performance: On Tuesday, Sensex climbed 314 points (0.39…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
6 months, 1 week ago

VRIGHT Exchange – Daily Digest | Corporate and Economy Update for Tuesday, September 9, 2025

. Markets & Sentiment
• Market open/flow: Benchmarks opened higher on stronger U.S. rate-cut hopes after softer U.S. job data; Nifty traded up ~0.4% early and Sensex gained similarly. Mid- & small-caps edged up; IT led the rally on stock-specific str…[Read more]

Ventura Securities

0

0

194