Category Archives: Mid-Day Market Update

Nifty leaps ahead as Bank Nifty accelerates toward its all-time high, while the Nifty Auto index (+1.23%) shifts into top gear.

We will spy with one big eye if bulls can maintain momentum and close the session on a firm note — early signs suggest the advantage remains firmly with them.

Nifty (+135, 25459)
Sensex (+459, 83065)
Bank Nifty (+322, 57123)

Nifty (CMP: 25459)

SUPPORT: 25371/25251
RESISTANCE: 25670/26277
TRADING RANGE (25400-25550)
BIAS: Positive

SECTOR GAINER:

NIFTY CONSUMER (+1.19%)
NIFTY AUTO (+1.19%)
NIFTY REALITY (+0.90%)

SECTOR LOSER:

NIFTY PSU BANKS (-0.19%)
NIFTY IT (-0.05%)
NIFTY OIL& GAS (-0.03%)

STOCKS IN SPOTLIGHT:

1) Oberoi Realty surged 4.4% after the company posted a robust set of Q2 numbers.

Consolidated net profit jumped 29% YoY to ₹760.26 crore, while net sales climbed 34.8% to ₹1,779.04 crore for Q2 FY26, compared with the same period last year.

2) KEC International edged up 0.37% after the company announced a new order win worth ₹1,038 crore for the design, supply, and installation of a 380 kV GIS substation in Saudi Arabia, reinforcing its strong international presence.

KEY THEMES FOR THE DAY:

Our call of the day which suggests the biggest risk for Nifty and its stocks is the renewed US-China trade war!

We will spy with one big eye on China’s decision to step up curbs on its exports of rare-earth metals as this appears to be a broader plan by Beijing to control the world’s supply chains.# Q2 Indian corporate earnings to trickle in this week:

Key Earnings on radar:

• Thursday, October 16 – Infosys, Jio Financial, LTIMindtree, Mastek, Nestlé India, Wipro, and Zee Entertainment.

• Friday, October 17 – Reliance Industries, the centerpiece of the earnings season.

Top Index Gainers:
TITAN (+2.73%)
ADANI PORTS (+2.67%)
TATA MOTORS (+2.19%)
AXIS BANK (+1.88%)
HINDALCO (+1.57%)

Top Index Losers:
HDFC LIFE (-1.64%)
SHRIRAM FINANCE (-1.5%)
SBI LIFE (-1.11%)
SUN PHARMA (-0.55%)
TCS (-0.52%)

# 11:00 AM GLOBAL UPDATE:
Dow Futures: (+37, 46290)
Nasdaq 100 Futures (+39, 24785)

Nikkei (+571, 48236)
Hang Seng (-202, 25708)

Dollar Index (-0.20%, 98.86)
WTI OIL (+0.75%, 58.71)
Gold (+15, 4223)

Securities in Ban for Trade Date: Thursday, October 16th 2025*
SAMMAANCAP

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty starts in the red as investors step back and contemplate on Trump’s latest tariff threat on China.

We will spy with one big eye if Nifty bulls regroup at lower levels as tariff worries resurface.

Nifty (-92, 25193)
Sensex (-328, 82173)
Bank Nifty (-124, 56486)

Nifty (CMP: 25193)

SUPPORT: 25000/24877
RESISTANCE: 25300/25670
TRADING RANGE (25100-25300)
BIAS: Positive

SECTOR GAINER:

NIFTY PSU BANKS (+0.11%)
NIFTY AUTO (+0.07%)
NIFTY PHARMA (+0.01%)

SECTOR LOSER:

NIFTY OIL & GAS (-0.83%)
NIFTY IT (-0.82%)
NIFTY METAL (-0.66%)

STOCKS IN SPOTLIGHT:

Q2 Indian corporate earnings to trickle in:

• Monday, October 13 – HCL Technologies, Just Dial, Anand Rathi Wealth,

• Tuesday, October 14 – ICICI Lombard, ICICI Prudential, Persistent Systems, and Tech Mahindra.

KEY THEMES FOR THE DAY:

Nifty is snapping its 2-day gains…

Please note, the benchmark Nifty is reacting to the 3-big catalysts:

1) As per the latest, President Donald Trump suggested he may scale back his threat to impose steep new tariffs on China.

2) Wall Street suffered a huge blow-off in Friday’s trade — the worst since April 2025.

3) Wall Street’s rally has stalled after recent record highs, as government shutdown concerns resurfaced.

Top Index Gainers:
BAJAJ AUTO (+1.11%
INDIGO (+0.93%)
BHARTI AIRTEL (0.75%)
MARUTI (+0.64%)
EICHER MOTORS (+0.53%)

Top Index Losers:
ADANI ENTERPRISES (-1.46%)
ONGC (-1.38%)
WIPRO (-1.31%)
INFY (1.19%)
BEL (-1.12%)

11:00 AM GLOBAL UPDATE:

Dow Futures: (+363, 45842)
Nasdaq 100 Futures (+441, 24662)

Nikkei (Closed, 48089)
Hang Seng (-916, 25374)

Dollar Index (-0.05%, 98.93)
WTI OIL (+1.72%, 59.91)
Gold (+35, 4048)

Securities in Ban for Trade Date: Monday, October 13th 2025*
RBL BANK
SAMMAANCAP

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty kicks off on a positive note as investors cheer the ongoing bullish momentum, hoping the uptrend on Dalal Street will extend further.

We will too spy with one big eye if the rally has more legs to run.

Nifty (+50, 25095)
Sensex (+122, 81896)
Bank Nifty (+19, 56037)

Nifty (CMP: 25095)

SUPPORT: 24877/24623
RESISTANCE: 25200/25670
TRADING RANGE (25000-25200)
BIAS: Positive

SECTOR GAINER:

NIFTY METAL (+1.68%)
NIFTY PHARMA (+0.97%)
NIFTY OIL & GAS (+0.73%)

SECTOR LOSER:

NIFTY AUTO (-0.31%)
NIFTY MEDIA (-0.11%)
NIFTY PRIVATE BANKS (-0.01%)

STOCKS IN SPOTLIGHT:

1) Eicher Motors (-0.73%) slipped after the company announced that its joint venture, VE Commercial Vehicles (VECV), will invest ₹544 crore to produce and assemble the Volvo Group’s globally acclaimed 12-speed automated manual transmission (AMT).

2) HFCL (+0.87%) gained after the company secured a $34.19 million (≈₹303.35 crore) export order for the supply of optical fiber cables. The order, obtained through HFCL’s wholly owned overseas subsidiary, comes from a reputed international customer.

KEY THEMES FOR THE DAY:

1) The Nifty IT index (+0.37%) continues to stand out — shining bright in an otherwise cautious market.

That’s because the trading theme actually revolved around corporate India Inc which steps into Q2 earning season.

Today, TCS officially sets afire the ceremonial starter’s pistol for India’s Q2 earnings season

…a moment that could set the tone for what may turn out to be a trend-defining quarter for the tech pack.

The Street is anticipating net profit growth of 3.7%–9.6% YoY (₹12,346–₹13,058 crore).

Meanwhile, in a heartfelt gesture, TCS has deferred its Q2 press conference scheduled for October 9th, 2025, observing the death anniversary of the visionary Shri Ratan Tata (1937–2024).

2) The technical landscape has improved considerably with bright chance that the benchmark Nifty may reclaim the psychological important 25200 mark.

Confirmation of strength only if Nifty closes above its biggest hurdles at 25200 mark.

3) RATE-CUT BETS STRENGTHEN: The biggest positive catalyst for Nifty bulls continues to be the growing conviction in rate cuts from:

1. The Reserve Bank of India (RBI)
2. The U.S. Federal Reserve (Fed)

Bottom-line: Buy on dips is in works for Nifty and its stocks.

Top Index Gainers:
TATA STEEL (+3%)
HCL TECH (+1.82%)
LARSEN (+1.61%)
JSW STEEL (+1.58%)
DR REDDYS LAB (+1.58%)

Top Index Losers:
TATA MOTORS (-1.55%)
AXIS BANK (-0.94%)
MARUTI (-0.86%)
TITAN (-0.79%)
BAJAJ AUTO (-0.71%)

11:00 AM GLOBAL UPDATE:

Dow Futures: (+19, 46621)
Nasdaq 100 Futures (+20, 25155)

Nikkei (+728, 48463)
Hang Seng (+80, 26909)

Dollar Index (+0.33%, 98.90)
WTI OIL (-0.73%, 62.09)
Gold (-19, 4024)

Securities in Ban for Trade Date: Thursday, October 9th 2025*
RBL BANK

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.