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Showing posts with the label sbin

Stocks in News: Friday, 23 October 2026

Stocks in News: Friday, 23 October 2026 Daily 10:00 AM IST scan. This quick report scans the current Nifty 500 universe (501 constituents) against recent corporate announcements and market headlines from the monitored feeds. Items are grouped by headline tone and are not buy or sell recommendations. Positive Stocks in News (5) Infosys: Infosys shares jump 3% ahead of Q2 earnings announcement. What to expect?. Infosys shares rose on Friday ahead of the IT major’s Q2 FY27 results, with analysts expecting an 11% year-on-year rise in revenue and an 8% increase in net profit. Investors will track management commentary on client spending, large deal wins and AI-led pricing pressure, alongside the company’s full-year revenue growth guidance. Also reported: Infosys Q2 results, dividend 2026 amount, record date announcement today: Time, preview; buy, sell, hold amid earnings?. Infosys Q2 results 2026 today: Infosys’ board of directors is scheduled to meet from Thursday, October 22, to Friday,...

Quality Value Watch — Friday, 23 October 2026 (Risk-Off Regime)

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Quality Value Watch — Friday, 23 October 2026 (Risk-Off Regime) Long-Term Quality Value — Friday, 23 October 2026 The market regime is currently RISK-OFF , which means momentum/positional trades are suppressed. Our focus shifts to identifying high-quality franchises that are currently trading at a discount to their intrinsic value. These are ideal candidates for gradual accumulation in tranches, to be held for the long term as fundamental value plays out. We prioritize financially sound, low-debt, profitable, large-cap names whose price is materially below their 52-week high, below SMA200, or oversold, with governance/legal/regulatory risks already vetted. Market Regime MACRO REGIME (2026-10-23): RISK_OFF — risk score 40.0/100. - Nifty below SMA200 (long-term trend down) - VIX 19.0 < 15 (calm) - USD index 101.7 < 104.0 - Crude $100.4 >= $85.0 (cost shock) - Crude $100.4 (neutral) - Gold $4029 (stable) - Momentum (positional) trading SUPPRESSED -> mode: ...

Stocks in News: Thursday, 22 October 2026

Stocks in News: Thursday, 22 October 2026 Daily 10:00 AM IST scan. This quick report scans the current Nifty 500 universe (501 constituents) against recent corporate announcements and market headlines from the monitored feeds. Items are grouped by headline tone and are not buy or sell recommendations. Positive Stocks in News (6) Tech Mahindra: Dividend alert! Last day to buy HDB Financial, Tech Mahindra, LTM among 10 stocks for dividend rewards. Under Sebi’s T+1 settlement cycle, investors need to purchase a company’s shares at least one trading day before the record date to ensure the shares are credited to their demat accounts in time, and they become eligible for the corporate action. Accordingly, today is the last opportunity for investors to buy the shares so that they are credited to their accounts by the record date (October 23), making them eligible... Also reported: Dividend, bonus, split: Last chance to buy today ahead of record date - TechM, IRFC, LTM ; Payout, ratio, othe...

Quality Value Watch — Thursday, 22 October 2026 (Risk-Off Regime)

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Quality Value Watch — Thursday, 22 October 2026 (Risk-Off Regime) Long-Term Quality Value — Thursday, 22 October 2026 The market is currently in a RISK-OFF regime, suppressing short-term momentum and positional trades (30-day outlook). This environment favors a long-term quality-value approach. We focus on financially sound, low-debt, profitable, large-cap franchises whose prices are materially below their 52-week highs, below their SMA200, or appear oversold. These companies are prime candidates for gradual accumulation in tranches, held over several months as their fundamental value plays out. All candidates have already been vetted for significant governance, legal, or regulatory risks. Market Regime MACRO REGIME (2026-10-22): RISK_OFF — risk score 40.0/100. - Nifty below SMA200 (long-term trend down) - VIX 16.7 < 15 (calm) - USD index 101.7 < 104.0 - Crude $98.2 >= $85.0 (cost shock) - Crude $98.2 (neutral) - Gold $4131 (stable) - Momentum (positional)...

Stocks in News: Wednesday, 21 October 2026

Stocks in News: Wednesday, 21 October 2026 Daily 10:00 AM IST scan. This quick report scans the current Nifty 500 universe (501 constituents) against recent corporate announcements and market headlines from the monitored feeds. Items are grouped by headline tone and are not buy or sell recommendations. Positive Stocks in News (7) UltraTech Cement: UltraTech Cement shares in focus as brokerages revise target prices after Q2 results. What Citi, Nomura, Jefferies say. UltraTech Cement’s Q2FY27 results prompted Nomura, Citi and Jefferies to revise their target prices for the stock. While Nomura and Citi cut their targets, Jefferies raised its estimate, with all three brokerages retaining Buy ratings. UltraTech reported a 21% year-on-year rise in quarterly profit to Rs 1,494 crore. (Positive) Source: Economic Times Markets Jammu & Kashmir Bank: Jammu & Kashmir Bank among 3 stocks that closed crossing above VWAP. Three Nifty 500 stocks displayed positive price strength, closing a...

Quality Value Watch — Wednesday, 21 October 2026 (Risk-Off Regime)

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DATA DATE: Monday, 19 October 2026 TRADE DATE: Wednesday, 21 October 2026 MACRO REGIME (2026-10-21): RISK_OFF — risk score 48.0/100. Nifty below SMA200 (long-term trend down) VIX 17.3 < 15 (calm) USD index 101.8 < 104.0 Crude $99.2 >= $85.0 (cost shock) Crude +5.4% in 5 days (geopolitical spike) Gold $4136 (stable) Momentum (positional) trading SUPPRESSED -> mode: Long-term quality value. This is a RISK-OFF market. Momentum/positional (30-day) trades are SUPPRESSED. Instead we look for QUALITY companies at a DISCOUNT — financially sound, low-debt, profitable, large-cap names whose price is materially below their 52-week high / below SMA200 / oversold — bought gradually in tranches and held for the coming months as the fundamental value plays out. Risk of a governance/legal/regulatory story has already been vetted out. Quality Value Watch — Wednesday, 21 October 2026 (Risk-Off Regime) Long-Term Quality Value — Wednesday, 21 October 2026 In this prevailing ...

Quality Value Watch — Monday, 19 October 2026 (Risk-Off Regime)

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Quality Value Watch — Monday, 19 October 2026 (Risk-Off Regime) DATA DATE : Friday, 16 October 2026 TRADE DATE : Monday, 19 October 2026 MACRO REGIME (2026-10-19): RISK_OFF — risk score 58.0/100. - Nifty below SMA200 (long-term trend down) - VIX 20.0 < 15 (calm) - VIX +35% in 5 days (spike) - USD index 101.8 < 104.0 - Crude $97.5 >= $85.0 (cost shock) - Crude +4.0% in 5 days (geopolitical spike) - Gold $4196 (stable) - Momentum (positional) trading SUPPRESSED -> mode: Long-term quality value. This is a RISK-OFF market. Momentum/positional (30-day) trades are SUPPRESSED. Instead we look for QUALITY companies at a DISCOUNT — financially sound, low-debt, profitable, large-cap names whose price is materially below their 52-week high / below SMA200 / oversold — bought gradually in tranches and held for the coming months as the fundamental value plays out. Risk of a governance/legal/regulatory story has already been vetted out. Long-Term Quality Value — ...