Thursday, May 2, 2024

 

Global Events

US, Asian Markets Mix ; Europe Negative

Nikkei UP 25, Hang S. UP 251, Taiwan down 124
Kospi down 4, Shanghai down 8, St.T UP 10 Points

GIFT Nifty UP 126 Points (22,745.50)

DOW futures UP 149 Points,

NASDAQ Futures UP 93 Points

Brent Crude down 5% and near $83/bbl level

China Markets to remain close today on accout of labor Day

US FEDERAL Reserve holds rates at 5.25 - 5.50% as expected

The US bureaue of Labour Statistics (BLS) announced

  Job openings : last working day of March to be 8.488M,

  anticipated 8.690m Mark

Private sectors jobs in US increased by 192K in April

BoE to cut borrowing costs in the June or August meetings

All eyes on....

Spanish, Italian, French, German and Eurozone Final Mfg PMI

USD : Unemployment Claims

USD : Factory Order MoM 

US Market Mix

Dow Jones UP 87 (+0.23%); NASDAQ down 52 (-0.33%), S&P down 17 (-0.33%)
European Market Negative
FTSE down 22 (-0.28) CAC down 80 (-0.99%) DAX down 186 (-1.03%).
Asian Markets Positive

Domestic Events

Dollar Index UP 0.2% and near 105.74

Brent Crude UP 0.38% at $83.80/bbl levels,

Rupees down 5 Paisa to close at 83.44 against US$

Sector Watch :

--

Sector Avoid

--

Indian Markets Trend--

Markets to open with positive note and

Rally to continue in near term

Nifty 50 likely to cross 22650 and Sensex 74600 level

Result related, Small-Mid cap stocks to remain in focus

------

GST collection hits record high of Rs 2.10 lakh crore in April

 

All Eyes on....

Q4FY24 Results : Adani Port, Federal Bank, Adani Enterprise,

Blue Star, CEAT, JBM Auto

INDIAN INDICES CLOSED ON 30-4-2024

Indices Closing Plus/Minus
Sensex 74,482.78 -188.50
Nifty 50 22,604.85 -38.55
Nifty Bank 49,396.75 -27.30
Nifty Midcap 100 50,868.20 --
Nifty Smallcap 100 17,011.80 -6.05
India VIX 12.87 0.6350

Daily Level : 2-5-2024

Stocks Sup-1 Sup-2 Sup-3 Resi-1 Resi-2 Resi-3
Nifty 22725 22661 22586 22763 22827 22903
Bank Nifty 49562 49284 48951 49617 49896 50176
AU Bank 644 631 619 650 663 675
Concor 1056 1040 1024 1064 1080 1096
Reliance 2943 2917 2890 2956 2982 3009
IndiGo 3937 3877 3813 3953 4014 4080
 

Foreign Institutional Investors (FII) Activities (Rs-. in Cr.)

Date Day Gross Purchase Gross Sale Net Purchase
29-4-2024 Monday 13689.75 13520.66 169.09
30-4-2024 Tuesday 20925.96 19854.03 1071.93
1-5-2024 Wednesday      

Domestic Institutional Investors (DII) Activities (Rs. in Cr.)

Date Day Gross Purchase Gross Sale Net Purchase
29-4-2024 Monday 11746.82 11054.77 692.05
30-4-2024 Tuesday 14438.64 13009.53 1429.11
1-5-2024 Wednesday      

 
Most Buzzing Stocks

Stocks CMP Stocks CMP
Havells 1664.00 IndiaMart 2643.00
Netweb Techno 1680.00 Five Star 758.00
TVS Motors 2060.00 Hero Moto 9543.00
Adani Power 612.00 MOIL 604.00
Tata Motors 1007.00 Federal Bank 163.00
NHPC 96.00    

Stock WatchLT 

Stocks CMP Stocks CMP
Godrej Properties 2647.00 ABB 6540.00
Max Fin. 1010.00 HDFC AMC 3894.00
Astek Life 1284.00 M&M 2156.00

Fundamental Stocks

Stocks CMP Stocks CMP
Mishra Dhatu 438.00 Indus Tower 354.00
Sona BLW 625.00 Adani Total 929.00
Campus 247.00 Adani Wilmar 357.00
Nirlon 441.00 Suraj Estate 192.00

Technical Stocks

Stocks CMP Stocks CMP
Bandhan Bank 188.00 UTI AMC 950.00
RPG ife 1546.00 UPL 507.00

Stock in Action

Stocks CMP Stocks CMP
BOB 281.00 NLC India 242.00
Orient Cement 321.00 SBFC 87.00
RVNL 281.00    

Sell Stocks for Today

Stocks CMP Stocks CMP
Kotak Bank 1623.00 Nuvoco 338.00
Maruti 12817.00 IOC 168.00
Affle 1120.00 PVR 1367.00
Escorts 3358.00    

Primary Markets

Main Line IPO's

Sr.

No.

Issue Name

Open Date

&

Close Date

Issue Size Price

Market Lot

(Minimum

Application)

Listing Lead Manager

Rating (Out of 50%)

&

Recommendation

1 Indegene Limited

6-5-2024

to

8-5-2024

4,07,46,891 Shares

430 to 452

FV Rs 2

33 Shares

Rs 14,916

BSE

&

NSE

Kotak Mah.,

Citigroup,

JP Morgan, 

Nomura

--

2 TBO Tek

8-5-2024

to

10-5-2024

-

 

FV Rs 1

--

BSE

&

NSE

Axis Capital

Jefferies India

 
3 Aadhar Housing Finance

8-5-2024

to

10-5-2024

Rs 3,000 Cr

300 to 315

FV Rs 10

47 Shares

BSE

&

NSE

ICICI Securities,

Citigroup Global,

Kotak Mah. Capital,

Nomura Financial,

SBI Capital

 

NSE SME IPO's

Issue Namek

Open Date &

Close Date

Issue Size Price

Market Lot

(Minimum

Application)

Listing

Lead

Manager

Rating (Out of 50%)

&

Recommendation

Slone Infosystems

3-5-2024

to

7-5-2024

14,00,000 Shares

Rs 11.06 Cr

79

FV Rs 10

1600 Shares

Rs 1,26,400

NSE

SME

Jawa Capital --
Winsol Engineers

6-5-2024

to

9-5-2024

31,15,200 Shares

Rs 23.36 Cr

71 to 75

FV Rs 10

1600 Shares

Rs 1,20,000

NSE

SME

Beeline Capital  
Refractory Shapes

6-5-2024

to

9-5-2024

60,00,000 Shares

Rs 18.60 Cr

27 to 31

FV Rs 10

4000 Shares

Rs 1,24,000

NSE 

SME

Shreni Shares  

BSE SME IPO's

Issue Name

Open Date

&

Close Date

Issue Size Price

Market Lot

(Minimum

Application)

Listing

Lead

Manager

Rating (Out of 50%)

&

Recommendation

Storage Technologies &

Automation

30-4-2024

to

3-5-2024

38,40,000 Shares

Rs 29.95 Cr

73 to 78

1600 Shares

Rs 1,24,800

BSE SME

One View

Corporate

32%

Apply for

Long Term

Amkay Products

30-4-2024

to

3-5-2024

22,92,000 Shares

Rs 12.61 Cr

52 to 55

FV Rs 10

2000 Shares

Rs 1,10,000

BSE SME Hem Securities

28%

Avoid

Sai Swami Metals & Alloys

30-4-2024

to

3-5-2024

25,00,000 Shares

Rs 15 Cr

60

FV Rs 10

2000 Shares

Rs 1,20,000

BSE SME Swastika Investment

26%

Clear Avoid

Finelistings Technologies

7-5-2024

to

9-5-2024

11,00,000 Shares

Rs 13.53 Cr

123

FV Rs 10

1000 Shares

Rs 1,23,000

BSE SME Fedex Securities  

 

 

Grey Market Premium

Main Line IPOs

           

Sr.

No.

(www.smartinvestment.in)

 

Min. Lot

Size

(Shares)

Offer Price Premium

Kostak Price

(Minimum

Application)

Subject to

Sauda

1 Indegene Limited Main Line IPO 33 430 to 452 240 to 242 1,450 6,100
  Small HNI         2,400 85,000
  Big HNI         12,200 85,000
2 TBO Tek Main Line IPO     --    
3 Aadhar Housing Finance Main Line IPO 47 300 to 315 125 to 130    

 

 

Grey Market Premium SME IPOs

           

Sr.

No.

(www.smartinvestment.in)

 

Min. Lot

Size (Shares)

Offer Price Premium

Kostak Price

(Minimum Appl. 

Subject to

Sauda

1 Storage Technologies BSE SME 1600 73 to 78 38 to 40   50,000
2 Amkay Products BSE SME 2000 52 to 55 44 to 45   70,000
3 Sai Swami Metals & Alloys BSE SME 2000 60 46 to 47   74,000
4 Slone Infosystems NSE SME 1600 79 44 to 45   54,000
5 Winsol Engineers NSE SME 1600 71 to 75 100 to 102   1,10,000
6 Refractory Shapes NSE SME 4000 27 to 31 4 to 5   15,000
7 Finelistings Technologies BSE SME 1000 123 18 to 20   15,000

 

Subscription Figure of Indegene Limited

Investor

Category

Shares

Offered

1st Day

Subscribed

6-5-2024

2nd Day

Subscribed

7-5-2024

3rd Day

Subscribed

8-5-2024

QIB - - - -
HNI - - - -
Retail - - - -
Total - - - -
 
Subscription Figure of SME IPO's
IPO SME Day Overall Subscribed
Sai Swami Metals & Alloys BSE SME 1st Day Subscribed 22.90x
Slone Infosystems NSE SME Issue Opens on 3-5-2024  
Winsol Engineers NSE SME Issue Opens o 6-5-2024  
Refractory Shapes NSE SME Issue Opens on 6-5-2024  
Finelistings Technologies BSE SME Issue Opens on 7-5-2024  

Important Date of Current Main Line Issue

IPOs Name IPO

Closes Date

Basis of

Allotment

Refund /

Unblock

Amount

Credit of

Shares

To Demat

Listing

Date

Indegene Limited IPO 8-5-24 9-5-24 10-5-24 10-5-24 13-5-24
TBO Tek IPO 10-5-24 13-5-24 14-5-24 14-5-24 15-5-24
Aadhar Housing Finance IPO 10-5-24 13-5-24 14-5-24 14-5-24 15-5-24

Important Date of Current SME Issues

IPOs Name IPO

Closes Date

Basis of

Allotment

Refund /

Unblock

Amount

Credit of

Shares

To Demat

Listing

Date

Storage Technologies BSE SME 3-5-24 6-5-24 7-5-24 7-5-24 8-5-24
Amkay Products BSE SME 3-5-24 6-5-24 7-5-24 7-5-24 8-5-24
Sai Swami Metals & Alloys BSE SME 3-5-24 6-5-24 7-5-24 7-5-24 8-5-24
Slone Infosystems NSE SME 7-5-24 8-5-24 9-5-24 9-5-24 10-5-24
Winsol Engineers NSE SME 9-5-24 10-5-24 13-5-24 13-5-24 14-5-24
Refractory Shapes NSE SME 9-5-24 10-5-24 13-5-24 13-5-24 14-5-24
Finelistings Technologies BSE SME 9-5-24 10-5-24 13-5-24 13-5-24 14-5-24

(More Detail Refer to Smart Investment English + Gujarati Edition publishing on every Sunday)

Listing Day Trading Information

IPO SME / Main Line

Listing Date

Code Offer Price

Listing

Price

Listing Day

High

Listing Day

Low

Listing Day

Close

Varyaa Creation BSE SME 30-4-2024 544168 150.00 285.00 299.25 270.75 270.75
Emmforce Autotech BSE SME 30-4-2024 544165 98.00 186.20 195.51 186.20 195.51
JNK India IPO 30-4-2024 544167 415.00 620.00 712.00 620.00 693.95
Shivam Chemicals BSE SME 30-4-2024 544165 44 48.00 50.40 45.60 47.40
Storage Technologies BSE SME 8-5-2024   73 to 78        
Amkay Products BSE SME 8-5-2024   52 to 55        
Sai Swami Metals & Alloys BSE SME 8-5-2024   60        
Slone Infosystems NSE SME 10-5-2024   79        
Indegene Limited IPO 13-5-2024   430 to 452        
Winsol Engineers NSE SME 14-5-2024   71 to 75        
Refractory Shapes NSE SME 14-5-2024   27 to 31        
Finelistings Technologies BSE SME 14-5-2024   123        
TBO Tek IPO 15-5-2024            
Aadhar Housing Finance IPO 15-5-2024   300 to 315        

NCDs Issue

Sr.

No.

Issue Name

Open Date

&

Close Date

Issue Size

Price

Face Value

Min.

Application

Listing

Rating Tenor Recommendation
1

Motilal Oswal

Financial Services

23-4-2024

to

7-5-2024

Base Issue Rs. 500 Cr

Overall Size : Rs 1000 Cr

1000

FV Rs 1000

10 NCDs

Rs 10,000

BSE

NSE

CRISIL AA/Stable 24,36,60 and 120 Months --



Subscription figure of Motilal Oswal NCDs Issue

Category

No. of Bonds

Offered/ Reserved

No. of Times

Subscribed

30-4-2024

Institutional 5,00,000 0.00x
Non Institutional 20,00,000 0.82x
Retail 20,00,000 1.03x
Total 50,00,000 1.20x

 

Rights Issue

Sr. No. Issue Name

Open Date & Close Date

Issue Size Price

Entitlement

Terms of Payment Recommendation
1 Shiva Cement

22-4-2024

to

6-5-2024

10,00,00,000 Shares

Rs 400 Cr

40

FV Rs 2

20 Rights shares for every

39 Eq. shares held on

Record date : 3-4-2024

Full amount payable

at the time of Application

 
2 Sakuma Exports

25-4-2024

to

13-5-2024

7,89,84,298 Shares

Rs 199.83 Cr

25.30

FV Rs 1

33 Rights shares for every

98 Eq. shares held on

Record date : 15-4-2024

Full amount payable

at the time of Application

 
3 Ajooni BIotech

15-5-2024

to

24-5-2024

8,00,00,000 Shares

Rs 40 Cr

5

FV Rs 2

1 Rights shares for every

1 Eq. shares held on

Record date : 2-5-2024

Full amount payable

at the time of Application