โ back
Ep-1195 Daily Money Show | Stock Market News
Original: ๐๐ฉ-๐๐๐๐ Daily Money Show | Stock Market News
Takeaway
Midcap/smallcap pain continues despite Nifty resilience; CG Power Kavach order cancellation spooked the whole Kavach ecosystem but the deployment opportunity is intact.
Summary
- Market: Sensex -313 to 84,587; Nifty -74 to 25,884; midcap +0.16%, smallcap and bank nifty flat โ Nifty monthly expiry-driven volatility plus US trade deal delay frustration
- Investor portfolios still negative despite Nifty being positive because most exposure is in midcap/smallcap which is in deep correction post big rally; large caps showing positive momentum at attractive valuations
- Two key events to track: Q2 GDP data on Nov 28 (Friday) and RBI MPC meeting Dec 3-5 โ market hopes for โฅ25bps rate cut as inflation has come below expected
- Kavach (railway safety system) stocks under pressure (HBL Engineering, Kernex Micro, CG Power, etc.) after CG Power's subsidiary's Nov-2024 Kavach 4.0 order got cancelled โ RDSO approvals are still in final stage so couldn't deliver on time
- Kavach deployment is critical for Indian Railways and government won't cancel all orders; CG Power says it remains qualified to participate in upcoming bulk-order tenders โ long-term scope intact
midcap painKavachRBI rate cut
Original description
Zerodha Account Link ๐ https://zerodha.com/open-account?c=ZMPVNW Angel Broking ๐ https://angel-one.onelink.me/Wjgr/8vxyj8iq UPSTOX ๐ https://tinyurl.com/y8sbw9w8 FYERS ๐ https://bit.ly/3JZwgyc Buy Best Term/Health Insurance With Spam-free Advice - https://ditto.sh/1bzezx TELEGRAM: https://telegram.openinapp.co/money-purse Moneypurse Get Fit Family ๐ https://strava.app.link/4U0TAr1zzTb Follow our WhatsApp channel ๐ https://tinyurl.com/32cra3sc You can learn Basics of Stock markets for beginners, How to do Fundamental Analysis of a stock or any company, Expert Interviews, Financial Planning, Tax planning , Daily Stock Market News and many more for free in our channel Get free Knowledge and learn how to be a pro in Stock Market Investments and your Personal Finance. Stay In Touch๐ Also connect with us on๐ ๐ทInstagram: https://www.instagram.com/moneypurseadv/ ๐Twitter: https://twitter.com/Moneypurseadv ๐ฑFacebook: https://www.facebook.com/moneypurseadv/ Thanks for watching.. Team Money Purse 00:00 Market Update 04:23 Kavach Stocks 06:44 Q2 Best Stocks 09:41 Karnataka Bank Stock 10:38 Tata Sieera 11:34 Vishal Megamart 12:21 Zen technologies 12:44 Transformers and Rectifiers 13:13 Bl Kashayap 13:44 Avantel 14:07 Spandana sporty 15:01 Walchandnagar indusrties 16:07 Acme solar 16:30 Blue cloud softtech 17:12 premier explovies 17:38 BEL 18:36 Surya Roshini 18:57 Diamond infrastructure Disclaimer: We are not SEBI registered. Before taking any positions, contact your financial advisor. we are not responsible for any Profits or losses; whatever we are providing here is purely educational and informational point of view