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Daily Report 26-Apr-23

Indian market ended with minors gains as most of gains was wiped-off in 2nd half as global cues remain weak and profit-booking in banking stocks.

Wall Street down over 1%, NASDAQ fall 1.98% as fresh concerns of First Republic Bank as stocks prices of FRC ended 50% lower. Google’s parent ALPHABET rose 4% after market hours as revenue beat.

Wall Street down over 1%, NASDAQ fall 1.98% as fresh concerns of First Republic Bank as stocks prices of FRC ended 50% lower.  Google’s parent ALPHABET rose 4% after market hours as revenue beat.

Gujarat based companies is formulating policies for dividend, buy back, bonus & splitting fares of state PSU ‘s.

Companies announcing result today and will be in focus: SBILIFE, HDFCLIFE, BAJFINANCE, LTTS, INDUSTOWER & KPITTECH.

VIX @ 11.52: surprisingly low, continue to indicate low volatility.

Approach on Indices: After a decent run-up consolidation going into final two days of F&O expiry seems likely.  Banknifty in particular looks overbought from current level.  We expect volatility to increase ahead of F&O expiry and key event next week.

Market View: Corporate earnings will continue to drive market and we would prefer stock specific approach and use correction for fresh entry.  

Stocks in focus: Gujarat state PSU, DALBHARAT, BAJFINANCE & LTTS.  View of RELIANCE remains bullish post result.

SGX Nifty @ 17754 down 32.50 points at 8:00 AM

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