𝐁𝐒𝐄 ఇదేం న్యాయం డబ్బు ఉన్న వాళ్ళకి ఒక లాగా, లేని వాళ్ళకి మరొక లాగా ! defence stocks లో మళ్ళీ 𝐫𝐚𝐥𝐥𝐲

0:03 Good evening many persons, welcome to Daily Manishi number 1091. Today, let's discuss all the updates in Daily Manishi one by one. Before that, let's talk about workout-related issues. Actually, my workout may decrease a little from today. The reason for that is that I will be doing some puja for the next 10 days from today . So, since I'm in puja, I only eat fruits from morning onwards and only eat once at night . So, my workout sessions may be a little shorter, but I will still share what workouts I'm doing. Try to share your workout details below the video every day so you don't miss out . As for my workout yesterday, I did a chest workout for almost 45 minutes . Comment below in the comments section what workout you did. Let's quickly discuss all the updates in the Daily Manish one by one. If you

0:51 look at the market update first, in today's session, the Sensex rose 1000 points to close at 83,755 points, while the Nifty rose 304 points to close at 25,549 points. And in today's session, the Midcap index rose 0.44%, the Smallcap index rose 35% and the Bank Nifty rose over 1%. The positive momentum in our market started when the market understood that the war between Iran and Israel was over. The positive momentum in our market continued during the Euro session as well. Actually, even the high crude prices during this wartime period have now come under control . So if crude prices come under control like this, it will be positive for our economy, which is why we are seeing positive momentum in the market as well . Generally, when such wars occur, if crude supplies are stopped, it will have an impact on us, so various media platforms are reporting that our Indian

1:38 government is now going to take an important decision related to these crude reserves . As part of this, the Indian government is planning to develop new strategic oil reserves in six sites in our country, and the government has already appointed Engineers India Limited, a PSU company, to work related to these new oil reserves. They are reporting that after starting these new oil reserves soon, the Indian government is planning to maintain oil reserve capacities in our country that are sufficient for at least 90 days . So now, let's say there were wars, and the crude oil supplies stopped, there is a possibility that any country that imports crude oil would be in trouble. This time, when the war broke out,

2:25 our oil minister actually commented that we had sufficient crude reserves. So, the Indian government is now trying to increase these reserves further. After the war ends, crude prices generally drop significantly. When those crude prices drop, what the government does is try to import more crude. So, to reserve all that imported crude, we need to have sufficient crude reserves, right? So now the Indian government is reportedly planning for this. If the government had planned this in a related way and taken steps to ensure that we have full-fledged crude reserves, we would have been able to avoid the situation where we had to fear that we would run out of crude oil reserves even if there were wars in the future . So, whatever step the government takes, we can see it as positive if it is related to our country. The next trade deal between India and the US is

3:10 almost at its final stage, as previously announced by media platforms. Similar statements have also been made by our Indian government and the US government. However, now, Reuters is sharing information from its sources that this trade deal is facing some obstacles . Actually, the US government has been saying that it should cut tariffs on soybeans, corn, cars, and alcoholic beverages that we export to India, but we have not received a positive response from the US government regarding tariffs on products that go from India to the US. So if we don't get this positive response, then even making this trade deal won't be of much use to us. If a trade deal is made between two countries, it should benefit both countries. If there is a

3:56 trade deal that benefits only one country, why would the other country not agree to it? That is why Reuters is reporting that there are some roadblocks in this trade deal between India and the US. Otherwise, previously, Donald Trump imposed reciprocal tariffs on us and then announced that they would be passed a few years later, but the deadline for this is going to end on July 9th. So, there are expectations in the market that this trade deal, the first phase of the India-US trade deal, could happen by the end of July 9th. But the deal should be such that it benefits both countries, but even India will not agree to a deal that benefits the US, so now they are sharing that there are some obstacles related to this trade deal . Let's see how the Indian government responds now. No matter what trade deal is made, both countries should benefit, and only

4:42 then will we reduce tariffs if we make such statements. No country will agree to that deal . Next, after our market closed yesterday, an important piece of news related to the Evening BSC came out. SEBI has imposed a penalty of 25 lakhs on BSC . Actually, the reason for imposing this penalty is that we at the BSC Exchange receive updates related to various companies, but when it comes to these updates, the BSC treats retail investors and paid subscribers differently . This means that if a company releases an update, BSC ensures that paid subscribers get access to that update first . So what happens if a company gets a good order, information related to that company before paid subscribers. I got an update saying that a large order had arrived. But

5:31 what will they do if the update reaches paid subscribers before everyone knows about it ? Obviously, they buy those shares before the information comes out. So, suppose that after they buy those shares, everyone has access to that data, then everyone will buy it. If not, then those who buy the shares in advance will get the benefit, right? That is, they buy those shares at a low price and then sell them after the share has increased. If not, they will get that benefit. So, if it is recognized that the BSC previously showed this difference to paid subscribers and normal people, then the issue is not new, it was a long time ago. So if the BSC made this difference between anyone, then it should not be shown between anyone because if there is an exchange, it is for the common people and for any paid subscriber. That exchange is common. On the contrary, it is not correct to give information to paid subscribers in advance and give information to normal people later. This will reduce the trust people have not only in BSS but also in SEBI.

6:16 Therefore, it is not right for BSS to do this. SEBI has ordered BSS to never do this again and has imposed a penalty of 25 lakhs on BSS . SEBI has ordered that if BSC is unable to pay the penalty imposed, it will also take action against BSC . Actually, this decision taken by SEBI is a very good decision because if there is an exchange, it could be BSC, NSC, or whatever, we are tracking the information related to a company in it, so everyone should get the information at once. But if we say that there are paid subscribers and give it to them first and give it to people like us later, then we will lose, right? So, if retail investors do not lose, it is very correct for SEBI to be strict like this. Share your thoughts on this decision taken by SEBI in the comments section below

7:02 . If you find our video helpful at any point of time, do n't forget to like it and if this is your first time visiting our Money Purse channel and you haven't subscribed to the channel yet, subscribe to our channel and activate all notifications on the bell icon next to it to follow our interesting videos regularly . Next China recently imposed various restrictions on rare earth magnet exports. After these restrictions were imposed, all global auto companies are struggling. Now, apart from these rare earth magnets, China is also imposing many restrictions on the specialty fertilizers that China exports to India. Actually, they are not being banned,

7:48 but various media platforms are reporting that shipments of this specialty fertilizer have been halted from China for the last few months due to various restrictions . So when it comes to specialty fertilizers, we import 80% of our supplies from China . Now suppose China stops importing these things. What will happen? If farmers want to grow crops, be it fruits, vegetables, or any other crops, they need to have fertilizers available. So if fertilizers are not available, where will the farmers get them and grow their crops? What happens if we can't grow it? We have high demand and low supply. Then what will obviously happen is that the prices of vegetables will increase. The price of teeth will increase. If the prices of essential commodities increase like this, there is a possibility that the common man will struggle a lot . The

8:33 Fertilizer Industry Association is raising the issue related to this decision taken by China . Well, we need to see if our government takes any steps related to this . Because we import up to 80% from China, we will be in trouble if imports stop. Even if we have the manufacturing capacity, we do not have sufficient capacity. Therefore, the government needs to discuss this with China and sort out the issue. There appears to be a positive update related to the next defense companies . All NATO alliance nations are demanding that their defense budgets be increased, and US President Donald Trump is continuously putting pressure on them. As a result, 32 NATO leaders have announced that they will allocate up to 5% of their annual GDP to defense by 2035 . If we look at the present, many

9:18 countries are spending up to 2% of their annual GDP on defense, even if it is a pending issue. If countries can really increase it to 5%, there is a possibility that it will significantly increase the pending global defense budget. If it is increased from 2% to 5% by 2035, it will be increased gradually. So, if every country has significantly increased its defense pending orders, there are chances that defense companies with a global presence will receive good orders. This could also lead to good orders for our Indian defense companies, so we can see this as a positive development related to defense stocks. Also, now that we are talking about defense stocks, there is another update related to these defense companies . Media platforms are reporting that our Indian Navy is about to release a purchase order proposal related to mini sweepers worth Rs 44,000 crores. This means that

10:04 shipping companies have a good chance of getting good orders. In addition, they are reporting that there is a possibility of approving 30,000 crores related to our Indian Army QRSIM systems . So, if approvals are received from the government related to these, then defense companies may also receive orders related to these, so this will be positive for defense stocks. The Next Eight health insurance companies are releasing claims to customers who have taken out health insurance. They are sharing information they know from their sources, as if IRDA has found out many loopholes in these claims . If we see in this, suppose a person takes health insurance and then gets admitted to the hospital for any reason. When that claim is made, in some cases, the claim is deliberately rejected and various unnecessary deductions are made in it and also the claim settlement is delayed. All

10:50 these things are being done by these health insurance companies and IRDI has found out that if we see in this, IRDA has found that big insurance companies like Niwabu Star Health Care Health Manipal New India Insurance Tata AG IIC Lambad HDFC Ergo have committed such violations and they are sharing that IRDA is going to take action against them . But related to this, CNBC shared that they had written an email to their insurance companies but had not received any response from them . It is very important that IRDA, which is actually the insurance regulator, takes such a strict approach towards these insurance companies . Because why would a person actually take out insurance? If he has any health issues, having that insurance will save him from having that impact on his finances,

11:36 right? If after taking that, they try to reject the claim from the customer without any mistake and impose more and more deductions, what benefit do we get from taking out health insurance? So, the insurance regulator should act strictly in relation to those who say that. If you treat someone harshly, they will be afraid of making similar mistakes in the future . Next, the sales data for the month of June has arrived. Overall, Bajaj Auto delivered 94% year-on-year growth in its electric vehicle sales in June, while TVS Motors delivered 41% year-on-year growth . But month-on-month, that is, if you compare it with the previous month, you will see a drop of up to 20% in their EV sales this June . But year on year, they have delivered good growth. But

12:22 when it comes to Ola Electric, they are seeing a 30% drop in their sales month-on-month, while their sales are seeing a 65% drop year-on-year . The reason for their sales decline might be that they have received various negative updates related to electrics, meaning that whatever service issues they are facing are not being addressed properly, the news has come out. So with this news, in general, those who initially bought the vehicles would not have been satisfied with them. And besides, if they are not providing proper service now, there is a possibility that even new buyers will face similar problems in the future, which could be why this drop in their sales is being seen. It remains to be seen how the electric companies will come out of this issue, because once some negativity is created in the market, it takes some time to turn it positive again. What

13:08 they need to do is, if there are service issues, they can clearly address them and improve customer satisfaction, so there is a chance that their sales will increase again in the future . Next, there is a negative update related to Aditya Birla Capital . Updates are coming in that Aditya Birla Capital's digital platform has been hit by a cyber attack . Various media platforms are sharing information from their sources that Rs 1.95 crores worth of digital gold was accessed through unauthorized access in this cyber attack, and that Aditya Birla Capital immediately restored the digital gold holdings of customers whose holdings were affected and is now taking corrective actions . There has been no update from Aditya Birla Capital regarding this yet . It remains to be seen if they will update the exchanges

13:54 . News updates are coming in that the Next US Global Vaccine Funding is being halted . Already since Donald Trump won the US presidency, this could be the vaccine side and also the HIV product development side. They have announced that they are going to stop the funding that is coming from the US. So if this funding is stopped, we can see it as somewhat negative for companies like Panashaya Biotech, Zeiss LifeSensus Serum Institute, etc. that work related to these . Actually, funding of up to $300 million has also been received from the US in 2024 related to these. Now, if this funding stops, we can understand that this is going to be negative for companies that work related to vaccine development. Nextebi had previously announced that they were going to raise Rs 25,000 crores through QUPA .

14:39 Saying that this is for the sake of the Cup, they have now appointed leading bankers HSBC, Citi, Kotak, Morgan Stanley, IICI Bank and SBI Capital as lead managers, as CNBC is sharing information they have learned through their sources. But if this is the case, they are likely to launch it depending on the market conditions, that is, if the market is positive, even if the cup is launched at that time, it will still get good subscriptions. If the market conditions are not good, if the cup is launched, it may struggle, so they are sharing that they will launch this cup depending on the market conditions . Don't forget to like our video if you find it helpful as our Money Purse team makes every effort to share with you such important updates in the daily market in detail . The board of Nextness India met today and announced a 1:1 bonus issue . This means that anyone who

15:26 owns one share of Eena Eenasli India as of the record date will be issued another share as a bonus. They still need shareholder approval related to this bonus issue . Once this approval is received, they will announce the record date. Next is a positive update related to Arian Pro Solutions, which offers software products and consulting services in the banking industry. It has been announced that Arian Pro Solutions will collaborate with MasterCard to implement an automated fare collection system on the Egyptian public transport network in the Middle East . Now, with this newly won order, Arian Pro is expanding its footprint in the Middle East and African region, and this is the largest order they have ever won, their management shares. So, with the update that they had just won this order, positive momentum was seen in Arian Pro Solutions stock in today's session

16:14 . Next TV Srichakra Limited, which owns the Euro Grip Tires brand, has now opened two exclusive retail stores in Chennai, as per an update on the exchanges. Their management shares that they will make retail tires and allied automotive products available to customers through these retail stores. So, they are trying to increase their sales by expanding their retail store network, so we can see this as a positive thing related to TV Srichakra Limited. Next Sam Distilleries and Breweries has released their business update. Their Indian-made foreign liquor portfolio delivered 70% growth in sales during April and May compared to the same period last year . Their management shared that there is actually good demand for their brands and that they are delivering this growth based on that demand

17:00 . If this sales growth continues as they are delivering, it will be positive for Sam's Dispensary in the long term. Tejas Networks, a manufacturer of Next Wireless and wireless networking products, has entered into a partnership with Rakuten Symphony, a German company working in the telecom industry . As part of this partnership, C& D will leverage its software OS cloud portfolio and Tejas Networks' extensive proven 4G and 5G radio portfolio to explore opportunities related to 4G and 5G network deployment and expansion in India and worldwide . Overall, as part of their collaboration, if they can cater to the opportunities related to the worldwide 4G and 5G networks,

17:46 it will be positive for Tejas Networks. Next, there is a news related to ITD Cementation, which provides EPC services for various infra projects . The news comes that they have selected L1 as the best option, saying that whatever the Kolkata Metro Extension Project is, it is for this extension project. As soon as this news broke, IT Cementation stock reacted positively . But so far, there has been no official announcement related to this from ITD Cementation. Let's see if they will update any exchanges related to this soon. Next Lupin's Prucalopride tablets recently received approval from the USFDI . So, with approval from the US FDI, they are launching these tablets in the US and are

18:34 sharing their estimated annual sales in the US as 184 million US dollars. And these tablets are used as part of the treatment of chronic idiopathic constipation in adults . Cummins India Limited, a provider of Next Power Solutions technology, announced today the launch of their battery energy storage systems . Their management shares that through this, they are expanding their sustainable solutions portfolio and that it will also provide a lot of support to India's clean energy transition . So, the Comings India stock reacted positively in today's session with the update that they had launched their battery energy storage systems . Next, AkzoNobel had previously announced that they were going to sell their Indian paint business, meaning that they were looking to sell their stake in Noble India . And there have been

19:19 news updates for several days saying that there is a possibility that they will acquire this stake from them . Related to this, another important update came from Money Control today. They are reporting that there is a possibility of signing the agreement as early as next week for the acquisition of a stake in this stake acquisition-related property of Yaksanobel India, Gazsw Paints. It remains to be seen whether there will be any announcement related to this stake acquisition next week . If JSW Paints is able to acquire AkzoNobel's business, there is a possibility that they will be able to expand the JSW Paint business in a strong manner . Next, we saw positive momentum in stocks like Hindalco and Vedanta in today's session. The reason for that is that copper prices in international markets are continuously increasing. So if these copper prices increase, it will be positive for companies like Hindalco and Vedanta, so we saw positive momentum in these stocks in today's session . There is

20:08 a positive update related to Tuxmac Rail, which manufactures Next Railway wagons . They heard about a contract from a company called Kmelco to manufacture and supply open-top wagons . As part of this order, they are to manufacture and supply 560 open top wagons and also provide maintenance services for 20 years . In total, if we look at the manufacturing and supply of Megan's products and the maintenance related ones, we can understand that they won orders worth over 500 crores . So, if they are winning new orders like this, their order book will also grow significantly, so we can see this as a positive for Texmaco Rail. Next, some important blog deals were made in today's session. The first thing we want to talk about in this blog deal is MobiKwik, where NetOne, a company based in the Netherlands, holds an approximately 8% stake

20:54 . Updates are coming in saying that this entire stake may have been sold by those in the black deal today . Actually, up to 9% of equity changed hands in a block deal like today. So, various media platforms are reporting that NetOne may have sold up to 8% of its stake. My bee also saw good demand from buyers for this block deal, which is why we saw positive momentum in Mobikwik stock after this block deal was done . Along with this MobiKwik, more than 1% equity in BB Fintech changed hands in today's session, while more than 1% equity in Coforce also changed hands in a similar block deal . So, we will be updated with the details of who the buyers and sellers are in these multiple block deals tonight. Next, Western Carriers, which provides multi-modal logistics services in other sectors,

21:42 received an order worth over Rs 500 crore from Jindal Stainless Limited. As part of this order, they are required to perform various works in DSO containers at different locations across Pan India . What's new for them is that this order is related to Western carriers, which we can see as a positive. That's it for today's Daily Man Show Show Show Show Show Show Shy If the information shared by me on today's Daily Man Show is helpful to you, then like this video and if this video is helpful to your friends and family members, then share this video with them. If this is your first time visiting our Money Purse channel and you haven't subscribed to the channel yet, then click on the channel logo here and subscribe to the channel and activate all notifications on the bell icon next to it. I am Chandrasekhar Patri, let's meet again with another interesting video. Good night.