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Daily Money Show #670: Stock Market News

Original: # 670 Daily Money Show | Money Purse Stock Market News

36.7K views · Oct 20, 2023 · 21:49 min · Watch on YouTube ↗
Takeaway

Aggregator EV-fleet mandates (50% in 3 yrs, 100% in 5 yrs) will reshape last-mile delivery economics; track EV beneficiaries.

Summary

  • Market wrap: Nifty -82 pts to 19,542; midcap +1%, smallcap +0.69%, Bank Nifty flat; New York economic close and US interest rate context mentioned.
  • Electric vehicle target: 50% of vehicles electric in 3 years, 100% in 5 years for most aggregator delivery-service providers — strong push for EV fleets.
  • Order wins: Hindustan Aeronautics gov-of-India contract; pharmaceutical APIs/ingredients manufacturer; Sigachi MENA-Saudi National Projects 75/25 JV active; PTC India trading energy; Titagarh Rail Systems contract for Ahmedabad Metro Rail Phase 2 ₹350 cr; Tiger Logistics 6.79%, e-grocer 2.17%.
  • Earnings: hotel segment +22.7%; packaging -49.9% drop; net profit +4%, AC system last-year vs current; small finance bank earnings broadly in line; profit improvements across power and industrial solutions.
  • Brief tour through earnings reports including IT services and other names.
daily-marketev-mandateorder-wins
Original description
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04:28 Friday fun 
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06:12 Tejas Network Order Update
06:47 Tata Motors Acquisition Update 
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07:49 Governments Stocks Rally update 
10:14 Sigachi Industries stock 7% up 
11:09 PTC India  Update 
11:45 Titagarh Rail Order update 
12:13 Kotak Mahindra Acquisition update 
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13:18 ITC results 
15:55 Laurus Labs Results 
18:25 Equitas Small Finance Results
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