GIFT Nifty 🇮🇳: (+41, 25707)
Before we start, the Market Recap:
In Monday’s trade, Nifty witnessed optimistic start — as bullish investors stepped-in amidst 1-positive catalyst:
US lawmakers are nearing a deal to end the record-long government shutdown.
The Road Ahead for Tuesday’s trading:
Risk of aggressive selling from bears camp remains on any excessive strength.
The 2-Headwinds:
1) Delhi Bomb Blast could dent sentiments. Delhi on high alert after explosion.
2) FIIs sell aggressively in Monday’s trade to the tune of Rs. 4115 Crores.
Technically Speaking:
Strength will be confirmed only above Nifty 25,807 levels.
For Tuesday’s session, Nifty’s 25,653 will act as a major hurdle.
Bottom Line:
Market sentiment remains fragile, and the battle for directional clarity is likely to continue.
Expect Nifty to remain range-bound with negative bias initially, and then hopefully bulls regrouping at lower levels.
Nifty Outlook:
Bullish sentiment remains clouded by uncertainty, leaving markets adrift in choppy seas of indecision.
STOCKS IN SPOTLIGHT:
1) The Nifty IT index emerged as the star performer in yesterday’s trade, climbing 1.62%, as investors engaged in value-buying after the recent correction in technology counters.
2) HBL Engineering soared 10.72% after posting a fourfold jump in consolidated net profit to ₹387.27 crore in Q2 FY26, versus ₹87.26 crore in the same quarter last year.
3) National Aluminium Company (NALCO) advanced 9.61% on the back of a stellar Q2 FY26 performance. Standalone net profit jumped 34.9% YoY to ₹1,433.17 crore, while revenue from operations rose 7.27% to ₹4,292.34 crore.
4) FSN E-Commerce Ventures (Nykaa) rallied 5.75% after reporting a 242.9% YoY surge in consolidated net profit to ₹34.43 crore, on a 25.1% increase in revenue to ₹2,345.98 crore in Q2 FY26, reflecting strong traction in beauty and fashion segments.
5) Trent Ltd. slipped 7.42% despite delivering a steady Q2 FY26. Consolidated revenue rose 16% YoY to ₹4,818 crore, EBITDA increased 14% to ₹575 crore, and PAT grew 11% to ₹373 crore — though profit-booking weighed on the stock post results.
6) Uno Minda gained 7.34%, extending its rally after reporting a solid Q2 FY26. Consolidated revenue climbed 13% YoY (and 9% sequentially) to ₹4,814 crore, while profit before tax jumped 20% YoY and 22% QoQ to ₹346 crore, underscoring strong operational momentum.
Now, here is the preferred trade on Nifty and Bank Nifty:
Nifty (25574): Buy between 25450-25500 zone. Stop 24927. Targets 25653/25807. Aggressive targets at 26000-26300 zone.
Bank Nifty (57937): Buy between 57100-57300 zone. Stop at 56351. Targets 58000/58577. Aggressive targets at 59000-59300 zone.
Our chart of the day is bearish on IRCTC, and ETERNAL on any early excessive intraday strength with an interweek/Intermonth perspective.
The 1 Stock to Buy Right Now: Buy M&M (CMP 3664): Buy at CMP. Stop at 3431. Targets 3721/3809. Aggressive targets at 4000. (Interweek Strategy). Rationale: Momentum Play. Signaling a massive breakout on the upside. Key interweek support 3556. Major hurdles only at 3721 mark. The sequence of higher high/low is intact on all-time-frames. 200-DMA at 3122.
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