🚨Big Market Fall | Israel Attack on Iran

0:02 Hello friends, welcome to DayTruder Telugu. Good evening. This morning, you probably know the main reason why our market is so gapped down. The headlines say that Israel has attacked Iran. They attacked nuclear sites, scientists, and even military leaders. And did Israel really succeed in attacking their nuclear facilities? According to what the IAEA says, there was no such thing, and there was no impact on their nuclear facilities, because the IAEA is making statements that there is no radiation there. So far, Iran has not had a big nuclear-related impact. And Iran may or may not be interested in this. What is the possibility of Iran doing? And one of the options that does that is Iran. Closing the Strait of Hormons . As far as I know,

0:50 it has happened in multiple scenarios in the past on seven or eight occasions. Let's also talk about what it is. Iran has threatened to close this, but it has not closed it yet. Because doing so would not only be a loss for Iran, but also for many other global countries, including the US, China, and even India . Because there are market expectations that such a closure will cause crude oil to fall to $130 to $150 per barrel . Even today, if the entire discussion is related to it, there will be a loss related to India, let's also talk about what that will be like. But there is an opportunity in every situation. If crude oil increases so much, some stocks will benefit. What are those stocks? The important aspect we need to know at this point is which stocks will benefit and which stocks will lose. We will know what Iran will do in this entire scenario, what is the chance of countering

1:36 it, how is the market going to react to it? Why is Israel attacking Iran without any update, why did Israel suddenly attack Iran without any reason? Let's find out about all of this, including the US-related response and Iran's relations with India. We are going to talk about all of this in our market analysis . Okay, so far, I personally thought they would attack overnight, I mean I told you about the updates in the market that they would attack, but I personally didn't think the Israelis would attack so suddenly. But I know that in order to get them to move so much, I mentioned this in yesterday's video and highlighted it. The nuclear watchdog, the IAEA, the International Atomic Energy Agency, is pointing out that Iran is showing traces of uranium. You

2:24 tried to send an alert to Iran that you were not following the rules that you should follow. What does this have to do with the Israeli attack? Just think about it. We have talked about it in many news videos in the past that the US is going to talk to Iran about the nuclear deal. The same thing happened in yesterday's and the day before yesterday's videos. We have heard updates from the US side that there is no satisfactory outcome in the discussions related to Trump. So, the nuclear deal means that the US is trying to control the nuclear weapons in Iran's hands and is failing. We have seen updates in recent times that the US is trying to fail . Now, the IAEA, the nuclear watchdog of the United Nations, is saying that you are crossing the limits of nuclear activity beyond our control . This has made it clear to Israel that they are also sending indirect warnings to Iran to increase sanctions

3:10 . The Iranians are doing something. If we sit with our hands folded now, tomorrow or the next day those nuclear weapons will attack us and point us out . At least we can get some protection if we strike before someone else does . When they hit us, we already have a chance to hit, so we have to react but not protect ourselves, so look at the level at which they attacked. See if you can see the house here. There are lights all around the apartment, but only one missile landed near it. Do you know where it came from? Who did they think it came from 2000 km away? Even the Israeli Defense Forces officially declared it to be on Hussein, the Revolutionary Guard Commander of Iran . That's why I said at the start that Israel targeted not just nuclear sites but their

3:56 scientists and military personnel, and if Israel hits Iran irreparably by targeting them all at once, then Iran's response will be somewhat weak. It may be Israel's opinion right, but the whole problem is what Iran is going to do now. The first thing Iran can do is attack the US military personnel who are related to Iran, that is, in their bases and on their territory. So what did the US say first? The US immediately made an update to the White House, saying that we tried to stop Israel, but Israel did not stop. They attacked without telling us. This is something Trump doesn't really like. Trump doesn't like Israel attacking Iran. We were not involved in any portion of this. We only found out later that the US had no part in the cost of the missiles that arrived and whatever they planned

4:43 . So we are telling Iran not to attack us or our military personnel, meaning it is not good to attack indirectly, but because we are not involved, the US has tried to make a clear statement saying, "Don't attack us." If Iran gets irritated and wants to attack someone, the easy target is the US officials and military officials, so if Iran tries to attack them, the US will have to intervene. But as for us, our hands are clearly clean. The US has made a clear statement that we are not involved in this entire plan. Now the next thing Iran can do is definitely attack Israel . Even the Israelis say the same thing. They are coming to attack us, their drones are coming at us. We will face them. We know exactly what the response will be, and

5:29 we are prepared for that response. This is the Israeli argument. Attacks on Israel are nothing new; they have been happening for a long time, and they are able to withstand them. But the whole point here is that if Iran tries to block the Strait of Hormuz to make it difficult for the US to corner us and to show its global power, it will create a big disaster related to crude oil. I will explain to you why now. If you look at this, you'll see that the Strait of Hormuz is here, like a small neck, connecting the Persian Gulf to the Indian Ocean. If you notice in the Persian Gulf, it's the same supply unit for Iraq, Kuwait, Saudi Arabia, the UAE, and Iran . In relation to all of this, if crude oil needs to go out, the Saudis could supply it through pipelines, but that would only be to a certain extent. If the majority of crude

6:15 oil needs to go out, it would have to go through this neck area that you see here, and Iran has an opportunity to stop it from going out . That's why the Iranians have threatened to shut down the Strait of Hormuz many times in the past . The story begins sometime in the 1980s. They tried to scare Iraq by saying that the tanker war took place between Iran and Iraq, " We will close it down even then, but if you don't stop the war, we will." It's not closed there. It seems that there are conflicts with the UAE again. They threatened to close it there. It's not closed there. They had issues with US warships in the 1990s and again between 2007 and 2018 . Then they said they would close it, but it didn't close. Then again in 2008, when the US attacked, they said they would close it again, but it never happened. And in these cases, even when the US and the European Union

7:01 imposed sanctions on them in 2012, 18, 19, they did not try to close it. But this one area, just 21 miles wide, controls 30% of the ocean-related movement of highly valuable crude oil . This is the only way to control global LNG by close to 20%, but if it is shut down, crude oil supply will drop drastically and crude oil prices are likely to increase significantly . And Iran will definitely do that, so the question that should come to you is, you've been scared all the time in the past, but why haven't you done it even once? How can this be? You're selling me rice . Let's say you are the only one selling rice in that town . There is no one else. If I want to buy, I have to buy from you. If you and I had a fight and you didn't sell me rice, I would definitely be upset. At the same time, you can't just eat rice, you need vegetables, you need clothes, you need money to buy something else,

7:48 where will that come from? It will only come when you sell me rice . So if you want to damage me and close the gate that you have, I will suffer. Right, you will not get any money. You have to grow. Your economy will suffer. I mean, your family's income will decrease. Similarly, if Iran closes it, the rest of the world will be affected. Right, Iraq, Saudi Arabia, the UAE will all be affected. Right, but Iran will also be affected. And their dear friend China, as a related country, will also be impacted by supply from here. The US will get involved, and all the Gulf countries will get involved, and if this happens without their involvement and without the approval of the GCC, then if they accept it, sanctions will be imposed on them, which means Iran will get into even more trouble . So, considering all of this, let's assume that Iran has never taken such steps in the past and will never take them

8:33 . Personally, I think everyone has brains. Even in a world that is moving so strongly digitally with AI, I think that people who keep their expectations in mind all day long and think, "This guy should do this, that guy should do that," will take care of their own business, but I've been wrong many times . I don't think that this time too, the Israelis will continue to escalate this issue with hatred towards Iran and the Iranians will continue to escalate this issue with hatred towards Israel . I think it will be diluted soon, yes, yes, possibly . But what I think is, if Iran doesn't start a war overnight, if Iran says one more thing, "I'm closing this," then crude oil will rise exponentially, and we will definitely see a sell-off in the markets. This is one of the main reasons why there is a possibility of a conflict with Iran arising in the coming times, as it is related to Israel. The question mark is

9:19 not clear to me. I don't think it will happen for sure. I am speaking openly and frankly. The market has somehow become so stretched that even Trump's discussions are fruitless. I thought Israel would make some kind of statement if it felt threatened. We will fight, we will attack. I expected these statements, but I didn't think they would attack directly like this. So, book some profit in recent times, maintain cash at a portfolio level of 10 to 20%. The chances in the market are bold. I talked about cash as if there would be an opportunity to buy with the updates that come overnight. So, has the market fallen further? I told them to do something. It doesn't matter what level their personal conflict related to Israel and Iran goes to, but they should stop the brutality coming from Saudi Arabia, Iraq, Kuwait, and the UAE. I

10:05 also told them what the impact would be if they did so until Iran made an attempt to stop this Strait of Hormuz. But as long as it doesn't do that, obviously we do n't need to worry. If that happens, we should be prepared to see some volatility in the market as the crude oil game impacts the market for three to four months. But friends, if something is happening somewhere in the Middle East or somewhere else, if crude oil reacts and returns to its place, if crude oil returns to its place, if our India-related economy is getting stronger and companies are posting good numbers, but stock prices are falling, then when crude oil returns to its place, how much stronger will our markets have to recover? Think about the next outcome. If you can afford to buy the opportunity that this temporary event is giving you, we don't have to buy it. We already have all the money fully invested. Let's wait. And now they say that if they close it, it will be a huge loss, so I will come out now, so if they don't do that,

10:51 overnight, there are statements made by Trump in the past, saying that I stopped big wars, I stopped the war between India and Pakistan myself. Similarly, if he also comes out now and makes statements like how he stopped the whole war and how he talked to Iran and Israel, then just think about what is in our control. We don't know if the market will fall or rise. We have clarity related to why there is a chance for growth in the short term but not in the long term . I explained the same thing in yesterday's video . Strongly suggest you don't miss this data yesterday . You can understand from these bar graphs how much CAGR corporate earnings for the Nifty 500 have been growing in recent times . If you think that if corporate companies are growing, the Indian economy will grow strongly, then both are in sync, so why are the stocks we have invested in growing? You need to understand this and not get confused by the market fall. I shared this data in yesterday's video

11:37 . If anyone hasn't seen it, I've explained this data in a few minutes to make it clearer for you, so don't miss it. But this is the worst timing, otherwise there would have been expectations that he would make some positive comments at the Fed meeting on June 18th, but now that crude oil prices have risen, inflation will rise again, the current event is turning into a situation where one cannot expect much positivity from his statements . But there are still five days left, right? In the meantime, the event between the two of them has ended, and we've received updates that crude oil has dipped a bit again, so let's just expect that. The next main event is the FedEx outcome on June 18. We'll have to see how FIS turns out today, as they were already selling in the cash market yesterday . And they are maintaining almost 80% net shots in the futures market as well . And

12:24 what impact will this have on stocks? Before we talk about it, you know that if there is a war, gold will increase. This is related to crude oil, so crude oil has increased. Equity markets fell. This is a common set, it is something that is repeated every time. Personally, my view on the stock markets is that there is no fall in our market. It is definitely a huge fall. We think that there is money in the money and debt of FIIs, close to 2,15,000 crores. Mutual funds are trying to bring it into the market. But if it goes to a certain level, as I said, the worst case scenario, I think it won't go to 120, 130, 150 per barrel. Yes, of course, but if it does go, then definitely let's all wait a little, let's not say that this is a settled event, there is also a possibility of detaching from the market.

13:09 So, if you were to ask me, as a friend, if you were to ask me personally if that would really happen, I would say that I think it would happen because there is no logic in doing so. But I said at the beginning that I thought from a positive angle, sometimes I was wrong. So don't get stressed, I'm not saying that nothing will happen, it's all just a coincidence. So what do I think? Even if I'm wrong, I'm trying to give you a complete picture of what could happen if this issue becomes even bigger and crude oil goes to $1501-$130 per barrel. So now I will bring to you a detailed, clear explanation of what impact each stock will have . If you have any kind of anxiety in your mind, such as wondering if the stock market will fall again, be

13:55 sure to watch the data from about 10 minutes into yesterday's video. You will learn a lot of very important information . Friends, if you find our efforts to analyze the entire data in the market and bring you content valuable, be sure to like our video . Which companies benefit from the increase in crude oil prices? They are exploring for oil. They are taking it out, isn't it beneficial for them? Oil production is a benefit to companies involved in oil exploration, like OJC or HOEC. But remember here, whether I am talking about profit or loss, I am talking about 120-130 dollars or at least 80-90 dollars per barrel. If these do not make a profit, what will happen is that they will suddenly increase today, and crude oil will increase, and if crude oil does not increase, then crude oil will fall, and these too will cool down. So, if you are strong and confident that this will

14:42 become very big in the coming times, crude oil will increase strongly, then you should take these seriously, otherwise you should just take them for a knowledge purpose and say okay, crude oil is increasing, that is why these are increasing like this . If crude oil suddenly gets an update overnight and the whole thing ends, then if crude oil falls, these will fall too. It doesn't matter if you don't touch these things for the purpose of this knowledge . So, companies that are related to oil exploration and oil production, like OJC, Oil India, or HOEC, benefit because if crude oil prices increase, their revenue per barrel increases, which improves their margins and profitability. Next are companies that provide drilling and oil field services . Whether it's Jindal Drilling, Aban Offshore, or Ceylon Exploration, what happens when oil prices rise is that they settle for higher prices for their upcoming drilling contracts. That also increases their profitability . So today, Jindal's

15:28 drilling also suddenly increased, but again, as crude oil cooled off a bit, it recovered somewhat to the downside. There are companies that do next-level refining like this . There are oil refining companies that make a profit, and we can take Reliance Industries as an example. There are many companies that use this as raw material, to the detriment of everyone . They are giving us diesel and petrol, that is the output, but what about the raw material? Crude oil is for oil marketing companies. So first, let's talk about the negative ones. IOCLBPCL and HEPCL will suffer losses because their margins will fall. And all companies that use this fuel, including petrol, diesel and aviation-related fuels, will also have a temporary negative impact. Like IndiGo but Air India, SpiceJet and ATF get their aviation fuel from this, so their margins go down. And there are logistics transportation companies, Blueda Logistics, Mahindra

16:15 Logistics. If the fuel cost increases, the margins will decrease. They will pass on the cost, which means it will take some time. In the meantime, they will have to bear that cost . These crude oil- related raw materials are also used by paint and coating companies. Asian paints, Berger paints, Consi Narlak, ExoNobal, and Ingo paints are used by them. So, paint companies are suffering losses due to the increase in crude oil prices. Tire and rubber companies like RF Apollo Tires, Balakrishna Industries, and JK Tires are at a loss because carbon black is related to crude oil . That's their raw material. Synthetic rubber is also produced by petrochemical companies. GAL, Petronet, and LNG Supreme Petrochemicals will also see their raw material costs increase due to the increase in crude oil . There are even chemical companies. Crude oil derivatives are used as feedstock . Synthetic fiber production costs will also increase, which is negative for textile companies like YPL, Tata Chemicals, Aarti

17:00 Industries, and SRF. Because they use crude oil-based raw materials. Pan India Trade and Vardhman Textiles, like them, say that if plastic components or synthetic materials become expensive, manufacturing costs will also increase. Hope you got a clear idea of ​​the entire data related to crude oil. Friends, if you find the efforts of our team to analyze news updates and bring you such content valuable, be sure to like the video. And I know that many of us have not yet recovered from the Air India accident yesterday. It also remains in the same mind . But there are updates from official sources indicating that an investigation is underway related to this incident . There are many reasons related to this, including dual engine

17:45 failure, complete loss of control, and updates indicating that the airplane crashed into the ground again shortly after takeoff . Taking responsibility for this, Tata Group Chairman N Chandrasekaran said that more than 240 people have been impacted by this and that they will be given close to one crore rupees each for their families. In addition, most insurance companies are also coming forward to settle claims on a fast track basis for those who have been involved in an accident while traveling in it . Next Karnex and VRC have updated that the joint venture formed by them has received armour orders worth Rs 31 crores from Southern Railways and that Karnex Micro Systems has a 60% share in this joint venture . Next

18:32 DCM Shriram said that they are buying Hindustan Specialty Chemicals Company for 375 crores, which will give them an opportunity to expand into advanced materials in Apexy. This acquisition will help them grow strongly in the aerospace, renewable and electronic sectors. They are also updating them on the pending commitment of close to 1000 crores to expand the chemical business . Next, they formed a 5050 joint venture with a company called Signify. There are updates that the two will work together to manufacture Lightning products and accessories for the Lightning OEM business . NextNCC has received an order worth Rs 518 crore 49 lakhs from Navodaya Vidyalaya Samiti to construct nine permanent campuses in

19:18 different states like Arunachal Pradesh, Assam, Manipur, and Telangana . Prashant Kumar, the current MD and CEO of Yes Bank, will be completing his term in October next year, so it would be interesting to see if the RBI extends his tenure as MD and CEO for another six months without raising any question marks . Updates appear to indicate that the RBI is extending the term so that he can continue until a successor comes to run this particular bank after him . Door and Power has been given a win project worth Rs 2650 crore from SECI and ACI, with a tariff fixed at around ₹397 paise per kilowatt, and business related to this for the next 25 years.

20:04 The entire project will be completed in the next 24 months, they have updated . Cromton Greaves is updating that it has won a solar water pumping order worth Rs 100 crore 68 lakhs from MEDA, the Maharashtra Energy Department, and will complete it in the next 90 days. This is an order received under the PM Kusum Scheme . Next Genus Power Related Some time back, they had invested a large amount of money and tried to grow their business. In recent times, when the stock rose significantly, they sold about 5.88% of their 15% stake in a block deal. The price they set for this was ₹360, which is a 6.5% discount compared to the last trading price and close price. In

20:50 total, they raised about 5.88% to 88% of the stake and raised about 900 crores. Overall, Genus Power Related seems to be updated. There is a promoter group related to Next Jubilant, but the Indian family sold shares in many companies related to Jubilant today . Jubilant Food Works, Jubilant Ingravia, and Jubilant Pharma are all raising money by selling 13.2 million shares in Jubilant Food Works, 12 million shares in Jubilant Ingravia, and 5.6 to 6 million shares in Jubilant Pharma in block deals today. Data is being updated to show that this selling has been seen today by the Indian family . They are selling correctly and who is buying? The further reaction will depend on who is buying in this or in the power of the genus. It will be updated in the NSC Black Deal and

21:35 Bulk Deal section. If there are any interesting names at the end of the day, let's talk. I will come back to you again with another interesting video. Until then, take care. Jai Hind.