Nifty a little Oversold but are the bulls ready to fight back? Nifty heading for its 7th straight weekly loss, a first since 2020
#GIFTNifty down 25 points Structure is weak but data heading to levels where a short-term bounce emerges? FIIs remains aggressively net short. #Nifty RSI is moving towards oversold territory. #Nifty on course for its 7th consecutive weekly loss. Range: 22,900–23,300 @Nigel__DSouza with the cues.
9
6
62
12,070
Jefferies on Coal India BUY with TP ₹500 @CNBCTV18Live Below Combination a tailwind for COAL’s volumes -Coal stocks at power plants have fallen to just 7 days vs 10Y avg of 15 days, while power demand growth has accelerated to 9% in Apr-Aug vs 1% in FY26 Jefferies says 5% CAGR in dispatch volumes FY26-29E Higher global coal prices to support e-auction prices E-auction price estimates: ₹3,000-3,200 FY27-29E vs ₹2,962 in FY26 & ₹3,085 in Jun-Q After 12% EPS decline in FY24-26, expects 6% EPS CAGR FY26-29E Valuation: 9x 1Y fwd adjusted PE + 7% dividend yield
2
18
97
11,766
Nigel D'Souza retweeted
📈 NSE’s listing comes as India’s investor base expands at a remarkable pace — 135 million unique registered investors are now on the exchange. With younger investors and smaller cities driving participation, the changing investor landscape could reshape the next phase of NSE’s growth. ✍️ @Nigel__DSouza | #NSE #StockMarket #Investing #India cnbctv18.com/market/national…
3
6
8,575
Nigel D'Souza retweeted
#NSE Lists | Market Experts On The Exchange’s Next Chapter Shivani Bhasin, India Alternatives To @CNBCTV18News -Premium is justified, looking at the penetration levels Abhinav Bharti, JPMorgan -Quite a few global investors showed up for the first time for NSE IPO Mrugank Paranjape, Former MD & CEO, MCX -Hoping for better things to come in terms of regulation Niket Shah, Compounding AMC -If you are bullish on India, you can’t be bearish on NSE @Nigel__DSouza #NSE #NSEIPO #StockMarket #CapitalMarkets #IPO #IndianMarkets #MarketReforms #GlobalInvestors #MCX #JPMorgan #CNBCTV18Market
5
21
16,188
As NSE makes its market debut, we caught up with veteran investor Sundar Iyer, one of the largest individual investors in NSE, who began his career on the BSE trading floor. Tune in for his journey and his take on NSE’s listing and the road ahead. #NSEIPO
CNBC-TV18
6
18
136
25,124
NSE MD & CEO @ashishchauhan is all set to ring the bell once again as NSE makes its much-awaited market debut. Another milestone for our IPO specialist. From taking companies public to finally taking NSE public. 🤩 #NSEIPO #NSEListing
CNBC-TV18
4
6
102
19,892
Historic day as NSE lists 🤩 All you need to know about the scale, size, valuations & key triggers @CNBCTV18Live @CNBCTV18News #NSEIPO @NSEIndia @CNBCTV18Live
CNBC-TV18
2
3
36
10,968
Historic day for Indian capital markets. With NSE now joining BSE & MCX as a listed exchange, the troika is complete. Three exchanges. One market. A new chapter for India’s capital markets. Whispered to the NSE & BSE Bulls to give us hope & set the bull running once again. #NSEIPO
14
4
317
29,931
RT @CNBCTV18News: India’s largest stock exchange makes its historic market debut, with the mega National Stock Exchange listing officially…
2
3,297
As NSE lists tune in to a special broadcast LIVE from BSE only on @CNBCTV18News @CNBCTV18Live 📺📈 @NSEIndia @BSEIndia
9
5
296
17,198
Nigel D'Souza retweeted
#IranUpdate White House on meeting between Secretary Rubio and External Affairs Minister Jaishankar “The two also discussed sanctions that could be levelled against states that engage economically with Russia and Iran . The Secretary emphasised US remains well positioned to help regional partners address their regional partners” Secretary Rubio will be in India in October @CNBCTV18News @CNBCTV18Live #RussiaSanctionsBill #Russia
1
11
64
14,028
Nigel D'Souza retweeted
Macquarie initiates coverage on NSE on the day of its listing Macquarie on NSE Initiate O-P, TP Rs 1965 view NSE, India's largest stock exchange, as “The Dominator”, due to its leading market share and power. Full set of services, technology stack and deep liquidity make NSE the lynchpin of India's financialisation. Entrenched network effects, industry-leading profitability and cash, underpin our positive outlook @CNBCTV18News @_prashantnair @Nigel__DSouza
6
27
117
17,407
Macquarie on India Insurance: IRDAI has released its long-awaited consultation paper on commission regulations. @CNBCTV18Live Stocks in focus: PB Fintech: Most exposed given earnings sensitivity to take rates; ~2ppt compression could erode EBITDA by ~25%, all else equal. SBI & SBI Life: Relatively insulated as SBI charges lower commissions; LIC benefits from higher agent limits across product categories. Private banks: Axis & HDFC Bank more exposed than ICICI & Kotak, given higher contribution of insurance fee income to revenue/PBT. NBFCs: Corporate agents such as L&T Finance vulnerable, given credit-life policies’ sizeable contribution to fee income.
10
20
169
38,410
Nigel D'Souza retweeted
#DStreetChatter Block Deals Marine Electrical KDU ENTERPRISES SELLs 42L shares at Rs 386 SBI FUNDS BUYs 11.55L shares at Rs 386 Welspun Living WELSPUN GROUP MASTER TRUST SELLs 2.4 cr shares at Rs 215 FIDELITY FUND BUYs 2.2 cr shares at Rs 215 Quant MF buys 22L shares at Rs 215 @_prashantnair @Nigel__DSouza @Reematendulkar @CNBCTV18News
4
13
3,149
Renuka Ramnath, Multiples Alternate Asset Management On Brahma AI: -Consistently backed technology pioneers Others - Exploring opportunities in manufacturing - Not looking at listed companies currently - Confident of a turnaround in the VIP piped.video/Yn0divrhD10
3
2
22
12,802
Nigel D'Souza retweeted
Steel Stocks Surge As Margins Hit Multi-Year Highs - Steel price hikes are offsetting the recent spike in coking coal costs - Flat steel spreads at a 40-month high; Long steel spreads at a 5-month high - IIFL prefers SAIL tactically; Tata Steel and JSW Steel better placed for Q2 @Nigel__DSouza @TataSteelLtd @jswsteel #Steel #TataSteel #JSWSteel #JSPL #SAIL #Metals #CokingCoal #CommodityMarkets #StockMarket #BuzzingStock
6
43
13,786
Elevate Campus IPO opens Co looks to raise up to ₹2,100cr via fresh issue Usage ₹750cr for debt repayment Buy promoter assets which addresses corporate governance overhang Management says -Servicing clients from KG to PG -Debt at ~₹2,650cr but is small compared to assets piped.video/watch?v=A_FGuE4t…
1
5
26
15,000
Brahma AI raises $150 million in equity, led by Multiples, management tells us. - Prime Focus owns 66% in Brahma AI - Addressable market for audio-visual content: $50 bn+, aspire to capture 1% market share - No plans for an IPO right now piped.video/IrSi2g2lmFQ
3
15
10,893