Mumbai’s New Gridlock: IPO Season Turns BKC into a Corporate Carnival Story:Mumbai’s legendary traffic finally has a fresh excuse — IPO season. In September, nearly 80 companies packed into Lower Parel and BKC to woo investors through a frenzy of roadshows for IPOs and QIPs. It wasn’t just gridlock; it was a corporate carnival in […]
Jefferies on Cement Sector – Prices Hold as Intense Monsoon Ends
• Cement prices (ex-GST related changes) were marginally lower by 0.5% MoM
• YTD FY26 prices are tracking 5-6% higher YoY versus FY26 estimate of +4% YoY
• For Q2, prices (ex-GST) remained relatively steady with a 1-1.5% dip QoQ despite severe monsoons impacting demand
• GST rate cut from 28% to 18% has reflected in cement companies passing on the benefit
As per astrology view, some important turning dates are 6th, 10th, 13th & 17th October 2025.
Stay alert – stay cautious. Tata Capital’s IPO priced at Rs.310–326 shocked pre-IPO investors who entered at Rs.1000–1125 in April, facing steep losses. Sentiment remains weak for other pre-IPOs like NSE, Groww, and NSDL.
The US government has officially shut down after the Senate blocked a Republican-backed funding bill that aimed to extend spending through November 21. The shutdown came into effect at 9:30 am IST, following a deadlock in Washington. President Donald Trump had earlier warned that a shutdown was “probably likely,” blaming Democrats for the funding gap.
Bollywood superstar Shah Rukh Khan has officially joined the elite billionaire club, becoming the first Indian actor to reach this milestone. According to the M3M Hurun India Rich List 2025, Khan’s net worth stands at Rs. 12,490 crore, placing him ahead of several international icons, including Taylor Swift ($1.3 billion), Arnold Schwarzenegger ($1.2 billion), Jerry […]
Data watch
1. FIIs net long at 6.7% (highly oversold)
2. VIX at 10.28 (-7.14%)
3. FIIs sold Rs.1,605 crore in the cash segment, Rs.128 crore in index futures, and Rs.307 crore in stock futures
4. PCR: Weekly 1.24, Monthly 1.03
5. Open interest position of Institutions & Retail:
Daily Morning Report Date: 03.10.2025
NIFTY OUTLOOK: 24836.30 FII -1605.20 cr DII 2916.14 cr
As discussed yesterday, market behaviour remained on expected lines, as bulls took advantage of losing downward momentum and pushed Nifty up to 24867.95.
A long bullish candle on the daily char
NSE Investor Growth: Registered investor base crossed 12 crore unique PANs on 23rd Sept, with total accounts at 23.5 crore. Investor additions have accelerated—1 crore took 14 years, next 1 crore seven years, another 1 crore 3.5 years, and the latest 1 crore just over a year.
List of Selected defence & defence connected cos.: 1) Apollo Micro System 2) Axiscades 3) Azad Engineering 4) Astra Microwave. 5) BEL 6) BEML 7) Bharat Dynamics 8) C2C Advanced Sys 9) Centum Electronics 10) CFF Fluid Control 11) Cochinship 12) Data Patterns 13) Dynamatic Technology 14) GRSE 15) HAL 16) High Energy Batteries 17) IdeaForge Tech 18) Jaykay Enterprises 19) Krishna Defence 20) Mazdock 21) Marine Electricals 22) NIBE 23) Paras Defence 24) Premier Explosives 25) PTC Industries 26) Rossell Techsys 27) Sika Interplant 28) Solar Industries 29) ZENTEC.
In the race to increase business and market share, are India’s stock exchange’s turning into a casino-like structure and bleeding retail investors? According to a recent report by Axis Mutual Fund CIO Ashish Gupta, the “Gamification” of Indian equities is causing losses among retail investors. Experts attribute this trend to the facilitation by stock exchanges and regulators.
Once you eliminate the errors, shortcomings and goof-ups, the returns will automatically come. Over a period of time interacting with thousands of investors, it is observed that there are certain traits in investors, which indicate that they won’t do well in the stock market. Here are a few of them:
For those of you who are serious about having more, doing more, giving more and being more, success is achievable with some understanding of what to do.
