Morning briefs
The smart-money moves and market context worth knowing, in one quick read.
Sebi restrains Kore Digital over alleged 541 crore revenue misstatement
SBI MF adds to Tech Mahindra · Nifty -0.2%
Skepticism wars with potential at 763 crore C2C Advanced
HDFC MF enters Entero Healthcare Solutions · Aditya Kondawar on One 97 Communications · Nifty +0.3%
Trishakti Industries draws investors as Eastern India infrastructure play transitions
Bank of America enters Gland Pharma · Nifty +0.4%
Why 2,094 crore Modern Insulators remains in consolidated loss
Polunin Emerging Markets Small Cap Fund enters Unichem Laboratories · Nifty +0.4%
Gayatri Projects surges 148 percent as investors track 3,000 crore injection
Polunin Emerging Markets Small Cap Fund enters Sonata Software · Tijori on Muthoot Finance · Nifty -1.2%
Data centre interest puts control panel maker Vivid Electromech in focus
Polunin Emerging Markets Small Cap Fund enters IOL Chemicals and Pharmaceuticals · Nifty -0.3%
Investors debate Krishca Strapping mill timeline as stock drops
Goldman Sachs enters Granules India
Genesys International eyes digital twin opportunity after 46.57 percent plunge
BNP Paribas enters Granules India · Nifty -2.1%
ICD license turns Kalyani Cast-Tech facility into customs-notified EXIM gateway
American Funds (Capital Group) adds to Granules India · Nifty -0.3%
Promoter lending triggers quiet uneasiness at Emerald Finance
Societe Generale enters Computer Age Management Services · Nifty +0.2%
Indian Energy Exchange in focus as market coupling takes two years
ICICI Prudential MF adds to Biocon · Shashank Udupa on TANFAC Industries · Nifty -0.9%
Battered Ugro Capital sparks valuation debate after 52.14 percent slide
Oxbow enters Shadowfax Technologies · Nifty -0.6%
Investors debate if PVR INOX can touch 2,000 crore revenue
HDFC MF enters HEG · Nifty -0.5%
E2E Networks plots full stack AI shift after stock surge
ICICI Prudential MF adds to Gland Pharma
Investors look to increase stakes in surging R R Kabel
Axis MF enters Gland Pharma · Aditya Kondawar on Sterlite Technologies · Nifty -1.1%
Visaka Industries eyes fourth quarter turnaround as rural demand improves
Kotak MF enters Gland Pharma · Nifty flat
Blue Jet Healthcare slide sparks debate over glitch or structural reset
Societe Generale enters Meesho · Aditya Kondawar on Infosys · Nifty -0.6%
Investors puzzled as Raymond Realty falls 17.16 percent despite good results
ICICI Prudential Life Insurance adds to Pine Labs · Nifty -0.6%
West Coast Paper Mills emerges as an artificial intelligence play
Quant MF adds to EPL · Sajal Kapoor on HCL Technologies · Nifty flat
Grounded plane sparks fleet utilization debate at Afcom Holdings
DSP MF enters Concord Biotech · Aditya Kondawar on HDFC Bank · Nifty +0.3%
Why investors are eyeing newly listed B2B jeweller Shanti Gold
Dheeraj Kumar Lohia enters Total Transport Systems · Sajal Kapoor on Syngene International
Websol Energy System slides 39.72 percent as Chinese kits commoditise manufacturing
HDFC MF enters Diamond Power Infrastructure · Nifty -0.3%
Shilchar’s ₹4,662 crore question: what comes after expansion
Motilal Oswal MF enters Diamond Power Infrastructure · Nifty +0.3%
Inox India’s 93 percent climb rides on its space-sector dreams
American Funds (Capital Group) enters Diamond Power Infrastructure · Deepak Shenoy on HDFC Bank · Nifty -0.5%
Can a new PI Industries emerge from the ashes of the old
HDFC MF enters Rubicon Research · Aditya Kondawar on Dixon Technologies (India) · Nifty -0.5%
Genesys hits 20 percent circuit on ₹240 crore Ahmedabad map deal
Goldman Sachs enters Lenskart Solutions · Aditya Kondawar on Larsen & Toubro · Nifty +0.5%
Market coupling fears return to haunt Indian Energy Exchange
Kuwait Investment Authority enters Aptus Value Housing Finance India · Nifty flat
A 500 crore dental stock is the most talked about on the street
ICICI Prudential MF enters Amagi Media Labs · Shashank Udupa on Data Patterns (India)
EIH’s ₹111 crore swing in other income changes the conversation
Kotak MF enters Kfin Technologies · Aditya Kondawar on Zen Technologies · Nifty -0.5%
A 11,112 crore company's future hangs on one regulatory threat
Integrated Core Strategies enters Aster DM Healthcare · Aditya Kondawar on Sona BLW Precision Forgings · Nifty flat
After a 109 percent rally, can Laurus Labs still deliver returns
Citigroup enters Aster DM Healthcare · Nifty +0.6%
Aimtron's 162% surge may just be the start
HDFC MF enters Aster DM Healthcare · Sajal Kapoor on Sona BLW Precision Forgings · Nifty -0.3%
Zaggle’s 60% fall puts management’s maturity under the scanner
Societe Generale enters One 97 Communications · Nifty -0.3%
Morepen Labs’ 90 percent rally runs into an identity crisis
Minerva Ventures Fund adds to Kesar India · Nifty -0.3%
As giants turn away, a shadow looms over Power Finance Corp
Polar Capital adds to Dr. Agarwal's Health Care
After a 25% rally, is IDFC First Bank just getting started
Valuequest India G.I.F.T. enters Yash Highvoltage · Nifty -0.8%
IDFC First finds its footing after false starts, shares up 25%
WhiteOak Capital MF enters Yash Highvoltage · Nifty flat
3B Blackbio’s healthy diagnostics growth, exports overcome order delays
HDFC MF enters UltraTech Cement · Aditya Kondawar on Larsen & Toubro · Nifty -0.2%
A weak quarter, a skipped call: what is happening at Gargi?
SBI MF enters Tenneco Clean Air India · Nifty -0.1%
Anant Raj's 1100 crore QIP fuels debate over data center plans
HSBC MF enters Optiemus Infracom · Nifty -0.5%
Modern Insulators' strong quarter overshadowed by margin worries
SBI MF enters EID Parry India · Ishmohit Arora on Navin Fluorine International · Nifty flat
Genus Power investors question subsidiary share distribution
Utpal Sheth enters Cineline India
A new system, not its 42% rise, is driving BSE stock
Bandhan MF enters L. T. Elevator · Nifty +0.8%
Airtel's Nxtra gambles on pre-revenue data center acquisitions
Cohesion MK Best Ideas enters Skipper · Kumar Saurabh on CIE Automotive India · Nifty -0.3%
ASM Tech's revenue soars with curiously little asset growth
Quant MF enters Indegene · Ishmohit Arora on DEE Development Engineers · Nifty flat
Ugro Capital's 44% fall puts co-lending model under the scanner
ICICI Prudential Life Insurance enters One 97 Communications · Tijori on Neuland Laboratories · Nifty flat
Time Technoplast's ₹10,263 crore question: what's next
Axis MF enters One 97 Communications · Nifty -0.6%
Aditya Vision’s strong profit, weak revenue split market opinion
Valuequest India G.I.F.T. trims Oswal Pumps · Nifty +1.6%
A key enzyme's troubles in Japan threaten Advanced Enzyme's future
Bandhan MF adds to L. T. Elevator
Satin Creditcare's 65 percent rally may be just the beginning
HDFC MF adds to Vijaya Diagnostic Centre · Shashank Udupa on Torrent Pharmaceuticals · Nifty +2.6%
P&G Hygiene’s 37% slump divides investors: value buy or value trap
Tata MF enters Hind Rectifiers · Nifty +0.3%
C2C Advanced new chief guides for balance sheet improvement by September
Sudhir Kumar Bansal adds to Nikita Greentech Recycling · Nifty +0.3%
Beta Drugs' oncology boom, margin jump fuel 30% rally
Nova Global enters Asian Granito India · Aditya Kondawar on Dixon Technologies (India) · Nifty +1.1%
Gargi’s 914 crore question: Seasonal dip or a deeper slide
Indian Government enters Venky's (India) · Nifty flat
After a 311 percent rally, what’s next for Bhagyanagar India
Indian Government enters Diamines & Chemicals · Shashank Udupa on Ganesha Ecosphere · Nifty +1.0%
HDFC Bank’s 11 lakh crore question: Can it fix its margins
Setu enters AVI Polymers
Investor jitters grow over Emerald Finance's delayed presentation and radio silence
Nippon India MF enters Sadhav Shipping · Kumar Saurabh on Cummins India · Nifty -2.3%
Laurus Labs’ contract manufacturing surge fuels 124% profit jump
Aegis enters Sadhav Shipping · Shashank Udupa on Laurus Labs · Nifty -0.4%
Kacholia's view: Indigo's QR code reveals Air India's operational lag
Government Pension Fund Global (Norway) enters Belrise Industries · Nifty -0.5%
Tips' accounting choice may be hiding its true profit from investors
Aditya Birla Sun Life Insurance enters ABB India · Nifty -0.8%
BlueStone shines with 39 percent growth and strong margins
Meru Investments enters Adisoft Technol. · Nifty -0.2%
India's quiet five-fold march into the heart of Apple's global supply chain
LIC enters NLC India · Nifty -0.4%
Biotech's new moat: from science to reliable, large scale manufacturing
Sundaram MF enters Home First Finance Company India
Exicom’s first-mover advantage erodes as BHEL enters EV charger race
Tata MF enters IDFC First Bank · Nifty +0.5%
HDFC Life Insurance makes ₹45 crore bet on Supreme Industries
HDFC Life Insurance enters Supreme Industries · Nifty +1.1%
JNK India’s ₹200 crore fumble rattles its 70% rally
Tata MF enters Nuvoco Vistas Corporation · Nifty flat
SBI Mutual Fund takes near 10 percent stake in Relaxo
Aegis enters Kavveri Defence & Wireless Technologies · Nifty flat
Keswani Haresh takes ₹370 crore Kama Holdings stake
ICICI Prudential MF enters Affle 3i · Nifty -0.7%
Fidelity's ₹781 crore bet on JK Cement just got bigger
ICICI Prudential MF enters Havells India · Nifty flat
Kotak MF buys ₹2,470 crore stake in Oracle Financial Services
Mirae Asset MF enters CARE Ratings
Aditya Birla Sun Life MF places a big new bet on Hindalco
Shivani Tejas Trivedi enters Precot · Nifty -0.3%
Nippon India MF makes a ₹2,726 crore bet on Max Financial
Nippon India MF enters Max Financial Services · Nifty +1.0%
LIC takes new Rs 700 crore bite of Natco Pharma
LIC enters Natco Pharma · Nifty +0.3%
Temasek-backed Aranda and Fidelity take a shine to Eternal Limited
Mirae Asset MF enters L&T Finance · Nifty -2.1%
SBI Mutual Fund takes massive ₹2,850 crore bite of DLF
HDFC MF enters Power Mech Projects · Nifty flat
Promoter buys more V.S.T. Tillers as tractor sales slow
Indian Government enters The State Trading Corporation of India · Nifty +0.7%
India's largest fund makes a 31 crore share bet on Adani
SBI MF enters Adani Power
Two big funds bet on a new chapter for Bajaj Consumer
RGSL Investment enters GRE Renew Enertech · Nifty +0.9%
JPMorgan and Mirae a split bet on HDFC Bank
Aditya Birla Sun Life MF enters Procter & Gamble Health · Nifty +0.4%
Kela's new power play: A ₹40 crore bet on Genus
ICICI Prudential MF enters AWL Agri Business · Nifty +0.7%
Veteran operator-investor Sanjay Gupta takes 35% stake in SG Mart
Sanjay Gupta enters SG Mart · Nifty +0.6%
Fidelity nearly doubles down on this housing finance company
Premji Invest adds to Craftsman Automation · Nifty -0.3%
Japan's GPIF, world's largest pension fund, makes big India bet
UTI MF enters Multi Commodity Exchange of India · Nifty -0.5%
BNP Paribas bets ₹30 crore on Bansal Wire in block deal
Invesco MF enters Bansal Wire Industries · Nifty flat
HDFC Life pays ₹101 crore for Emcure Pharmaceuticals stake.
Fidelity enters Lodha Developers · Nifty flat