Daily Morning Note

27 June 2023

Current % % Market Commentary

Indices
Value 1D YTD
Sensex 62,970 -0.0 3.5  Asian Markets: The Asian Markets are trading mixed following the broadly
Nifty 18,691 0.1 3.2 negative cues from Wall Street overnight, led by a sell-off in technology stocks.
BSE Midcap 28,268 1.0 11.7 Nikkei was trading lower by 0.77% while Hang Seng and Shanghai were
BSE Small cap 32,217 0.7 11.4 trading higher by 1.23% and 0.55% respectively.
SGX Nifty Fut. 18,727 0.11 NA
 Indian Indices: The Indian Indices are expected to open marginally higher.
Sectors – Performance (BSE)
Sgx Nifty was trading higher by 0.13%.
Healthcare 25,266 1.4 9.7
Auto 33,986 1.0 17.5  US Markets: The US markets ended lower, led by declines in Technology
Consumer Dur 42,325 1.0 6.6 stocks, while concerns over higher interest rates impacting economic growth
Bankex 49,297 0.0 0.8 weighed on investor sentiments. Moreover, investors look ahead to the results
Tech 12,991 0.0 -3.1
of Bank Stress Tests and some key data points during the week. The Dow
Oil & Gas 17,956 0.1 -12.0
Jones slipped 13 points or 0.04% to close at 33,715 and the NASDAQ lost 157
Nifty points or 1.16% to close at 13,336.
CMP % Chg
Gainers/Losers
CIPLA 1,022 3.3 News in Focus
ADANIENT 2,296 2.8  Aditya Birla Capital opened its qualified institutional placement (QIP) issue on
HEROMOTOCO 2,851 2.7 June 26. The floor price has been set at Rs 175.99/share. The company plans
NTPC 185 (1.0) to raise ~Rs 1,750 Cr via the QIP.
TCS 3,190 (0.8)  Tech Mahindra’s step-down subsidiary LCC France SARL has approved a
RELIANCE 2,496 (0.8) proposal to divest its 49% stake in SARL Djazatech along with its wholly-
owned subsidiary EURL LCCUK Algerie. The stake sale transaction is
FII Trading activities in Cash expected to be completed by July 10, 2023.
Date Net MTD
 JSW Steel: After the approval for the scheme of amalgamation by NCLT, JSW
FII 26-Jun-23 -409 -754
Vallabh Tinplate and Vardhman Industries have merged with JSW Steel
DII 26-Jun-23 250 -434
Coated Products, which is the subsidiary of JSW Steel.
Figs. in Rs Cr.

Current % %
 BLS International Services: The board members of its subsidiary BLS E-
Global Indices
Value 1D YTD Services have approved fundraising via initial public offering (IPO).
Dow Jones 33,715 (0.0) 1.7  City Union Bank has received approval from the board of directors for raising
NASDAQ 13,336 (1.2) 27.4 further capital to the tune of Rs 500 Cr via qualified institutional placement
DAX 15,813 (0.1) 12.4
(QIP).
Nikkei 225 32,473 (0.7) 24.4
FTSE 100 7,454 (0.1) (1.4)
Hang Seng 19,053 1.4 (5.4)
Shanghai A Sha 3,166 0.5 1.6
Source: Bloomberg; As on 7:30 am IST

Forex Rate
INR/USD 82.0 -0.0 0.8
INR/EUR 89.4 -0.3 -1.4
INR/GBP 104.4 -0.1 -4.7
INR/YEN (100) 57.3 -0.3 9.6

For private circulation only 1

 Weekend AI Stocks for the week 23 Jun 2023 to 30 June 2023
Name of Stock Sector Mcap

Bank of India Banks Mid Cap

E.I.D. Parry (India) Ltd., Staples Small Cap

Glenmark Pharmaceuticals ltd Healthcare Small Cap

India Cements Ltd., Build Mate Small Cap

Ingersoll-Rand (India) Ltd. Industrials Small Cap

Jubilant Foodworks Limited Discretionary Mid Cap

Mahindra Holidays & Resorts India Limited Discretionary Small Cap

NLC India Limited Utilities Small Cap

SUN TV NETWORK LIMITED Tele & Media Mid Cap

TVS Motor Company Ltd. Auto & Anc Mid Cap

For private circulation only 2

Investment Picks
Target %
Company Recommendation CMP
Price Upside
Aarti Drugs Ltd BUY 452 600 32.7
ACC Ltd BUY 1,793 2,300 28.3
Affle India Ltd BUY 1,095 1,250 14.2
Amber Enterprises India Ltd BUY 2,227 2,580 15.8
Aptus Value Housing Finance India Ltd BUY 245 320 30.9
Bandhan Bank Ltd BUY 237 275 16.2
Bharti Airtel Ltd BUY 852 960 12.7
Camlin Fine Sciences Ltd BUY 167 210 26.0
CCL Products (India) Ltd BUY 647 750 15.8
City Union Bank Ltd BUY 122 160 30.9
Coal India Ltd BUY 224 275 22.6
DCB Bank Ltd BUY 114 140 23.0
Embassy Office Parks REIT BUY 294 367 24.9
Federal Bank Ltd BUY 121 155 27.8
G R Infraprojects Ltd BUY 1,263 1,400 10.9
H. G. Infra Engineering Ltd BUY 858 1,105 28.8
HDFC Bank Ltd BUY 1,635 1,975 20.8
ICICI Bank Ltd BUY 927 1,150 24.0
ITC Ltd BUY 445 490 10.0
JK Lakshmi Cement Ltd BUY 731 820 12.1
Karnataka Bank Ltd BUY 151 175 15.8
KNR Constructions BUY 238 325 36.5
Kotak Mahindra Bank Ltd BUY 1,822 2,180 19.7
Manappuram Finance Ltd BUY 126 150 19.4
Maruti Suzuki India Ltd BUY 9,465 10,500 10.9
MAS Financial Services Ltd BUY 768 955 24.3
Navin Fluorine International Ltd BUY 4,457 5,200 16.7
Orient Cement Ltd BUY 130 150 15.0
Oriental Carbon & Chemicals Ltd BUY 800 950 18.7
PNC Infratech Ltd BUY 326 425 30.4
Praj Industries Ltd BUY 370 500 35.1
Rites Ltd BUY 383 450 17.6
SBI Life Insurance Company Ltd BUY 1,266 1,565 23.6
Star Cement Ltd BUY 145 165 14.0
State Bank of India BUY 557 715 28.3
Steel Authority Of India Ltd BUY 85 93 10.0
Sundaram Finance Ltd BUY 2,610 3,015 15.5
Symphony Ltd BUY 895 1,430 59.7
Ujjivan Small Finance Bank Ltd BUY 38 45 19.0
V I P Industries Ltd BUY 610 730 19.8
V Mart Retail Ltd BUY 2,109 2,500 18.5
Varun Beverages Ltd BUY 799 930 16.3
For private circulation only 3
 Index CMP % Chng S2 S1 P R1 R2
Nifty 18,691.20 0.14% 18610 18650 18685 18725 18760
Sensex 62,970.00 -0.01% 62705 62835 62985 63120 63270
Bank Nifty 43,641.05 0.04% 43420 43530 43650 43760 43885

Nifty opened on a flat note and witnessed extreme volatility on either side for most part of the session. Nifty closed at 18691 on
26th June with a gain of 26 points.

On the daily chart the index has formed a small bullish candle with shadows on either side representing extreme volatility as well
as indecisiveness amongst participants regarding the direction. The index is moving in a Higher Top and Higher Bottom formation
on the daily chart indicating a sustained up trend. The chart pattern suggests that if Nifty crosses and sustains above 18750 level
it would witness buying which would lead the index towards 18800-18900 levels. Important Supports for the day is around 18650
However if index sustains below 18650 then it may witness profit booking which would take the index towards 18600-18500
levels. Nifty is trading above 20, 50, 100 and 200 day SMA indicating positive bias in the short to medium term. Nifty continues to
remain in an uptrend for the short term, so buying on dips continues to be our preferred strategy.

The daily strength indicator RSI continues to remain flat and is below its reference line indicating absence of momentum on either
side

The trend deciding level for the day is 18685. If NIFTY trades above this level then we may witness a further rally up to 18725-
18760-18800 levels. However, if NIFTY trades below 18685 levels then we may see some profit booking initiating in the market,
which may correct up to 18650-18610-18575 levels.

STOCK IDEAS FOR THE DAY

Company Name Buy / Sell Range Stop Loss Target

GODREJPROP Buy above 1539 1523 1555-1570

ABCAPITAL Buy above 182 180 184-186

Note- Stocks Ideas are based on previous day’s close and are activated only if they trade in buy/sell range.

For private circulation only 4

Corporate Action Tracker - Dividend (BSE 500 universe)

Dividend Per
Security Code Security Name Purpose Ex-Date Record Date
Share
500483 TATA COMMUNICATIONS LTD. Final Dividend 26-Jun-23 - 21
514162 WELSPUN INDIA LTD. Final Dividend 27-Jun-23 - 0.1
500472 SKF India Ltd Final Dividend 29-Jun-23 29-Jun-23 40
532977 BAJAJ AUTO LTD. Final Dividend 30-Jun-23 30-Jun-23 140
532978 BAJAJ FINSERV LTD. Final Dividend 30-Jun-23 30-Jun-23 0.8
BAJAJ HOLDINGS & INVESTMENT
500490 Final Dividend 30-Jun-23 30-Jun-23 13
LTD.
500034 Bajaj Finance Limited Final Dividend 30-Jun-23 30-Jun-23 30
532134 BANK OF BARODA Dividend 30-Jun-23 - 5.5
500495 Escorts Kubota Ltd Final Dividend 30-Jun-23 - 7
GLAXOSMITHKLINE
500660 Final Dividend 30-Jun-23 30-Jun-23 32
PHARMACEUTICALS LTD.
500266 MAHARASHTRA SCOOTERS LTD. Final Dividend 30-Jun-23 30-Jun-23 60
Nippon Life India Asset Management
540767 Final Dividend 30-Jun-23 30-Jun-23 7.5
Ltd
523385 NILKAMAL LTD. Final Dividend 30-Jun-23 - 20
543300 Sona BLW Precision Forgings Ltd Final Dividend 30-Jun-23 30-Jun-23 1.53
539268 Syngene International Ltd Final Dividend 30-Jun-23 30-Jun-23 0.5
539268 Syngene International Ltd Special Dividend 30-Jun-23 30-Jun-23 0.75
532156 Vaibhav Global Ltd Final Dividend 30-Jun-23 - 1.5
530999 BALAJI AMINES LTD.-$ Final Dividend 03-Jul-23 - 10
532926 Jyothy Labs Ltd Final Dividend 03-Jul-23 - 3
ALKYL AMINES CHEMICALS LTD.-
506767 Final Dividend 04-Jul-23 - 10
$
533295 PUNJAB & SIND BANK Final Dividend 04-Jul-23 - 0.48
526299 MPHASIS LTD. Final Dividend 05-Jul-23 - 50
500410 ACC LTD. Dividend 07-Jul-23 07-Jul-23 9.25
512599 ADANI ENTERPRISES LTD. Dividend 07-Jul-23 07-Jul-23 1.2
500425 AMBUJA CEMENTS LTD. Final Dividend 07-Jul-23 07-Jul-23 2.5
500477 ASHOK LEYLAND LTD. Final Dividend 07-Jul-23 - 2.6
532215 AXIS BANK LTD. Final Dividend 07-Jul-23 07-Jul-23 1
500493 BHARAT FORGE LTD. Final Dividend 07-Jul-23 07-Jul-23 5.5
532523 BIOCON LTD. Final Dividend 07-Jul-23 07-Jul-23 1.5
Crompton Greaves Consumer
539876 Final Dividend 07-Jul-23 - 3
Electricals Ltd
543227 Happiest Minds Technologies Ltd Final Dividend 07-Jul-23 - 3.4
540115 L&T Technology Services Ltd Final Dividend 07-Jul-23 07-Jul-23 30
Navin Fluorine International Limited-
532504 Final Dividend 07-Jul-23 07-Jul-23 7
$
539551 Narayana Hrudayalaya Ltd Final Dividend 07-Jul-23 07-Jul-23 2.5
532805 Redington Ltd Final Dividend 07-Jul-23 07-Jul-23 7.2
ZF Commercial Vehicle Control
533023 Final Dividend 07-Jul-23 07-Jul-23 13
Systems India Ltd
540005 LTIMindtree Ltd Final Dividend 10-Jul-23 10-Jul-23 40
DR.REDDY'S LABORATORIES
500124 Final Dividend 11-Jul-23 - 40
LTD.
500228 JSW STEEL LTD. Final Dividend 11-Jul-23 - 3.4
500114 Titan Company Limited Dividend 13-Jul-23 - 10
500027 ATUL LTD. Final Dividend 14-Jul-23 - 25
500530 BOSCH LTD. Final Dividend 14-Jul-23 - 280
COROMANDEL INTERNATIONAL
506395 Final Dividend 14-Jul-23 - 6
LTD.

For private circulation only 5

 Corporate Action Tracker - Dividend (BSE 500 universe)

Dividend Per
Security Code Security Name Purpose Ex-Date Record Date
Share
500520 MAHINDRA & MAHINDRA LTD. Dividend 14-Jul-23 - 16.25
540768 Mahindra Logistics Ltd Final Dividend 14-Jul-23 - 2.5
542904 Ujjivan Small Finance Bank Ltd Final Dividend 14-Jul-23 14-Jul-23 0.5
523367 DCM Shriram Limited Final Dividend 18-Jul-23 18-Jul-23 3.6
524000 Poonawalla Fincorp Ltd Final Dividend 18-Jul-23 - 2
526612 BLUE DART EXPRESS LTD. Dividend 19-Jul-23 - 30
MAHINDRA LIFESPACE
532313 Dividend 19-Jul-23 - 2.3
DEVELOPERS LTD.
540749 MAS Financial Services Ltd Final Dividend 19-Jul-23 - 1.85
509488 GRAPHITE INDIA LTD. Dividend 20-Jul-23 20-Jul-23 8.5
532281 HCL TECHNOLOGIES LTD. Interim 20-Jul-23 20-Jul-23
500488 ABBOTT INDIA LTD. Special Dividend 21-Jul-23 21-Jul-23 145
500488 ABBOTT INDIA LTD. Final Dividend 21-Jul-23 21-Jul-23 180
500042 BASF INDIA LTD. Final Dividend 21-Jul-23 - 8
500087 CIPLA LTD. Final Dividend 21-Jul-23 21-Jul-23 8.5
543277 Laxmi Organic Industries Ltd Final Dividend 21-Jul-23 21-Jul-23 0.5
MAHINDRA & MAHINDRA
532720 Dividend 21-Jul-23 - 6
FINANCIAL SERVICES LTD.
538962 Minda Corporation Ltd Final Dividend 21-Jul-23 - 0.8
532755 TECH MAHINDRA LTD. Final Dividend 21-Jul-23 - 32
500411 THERMAX LTD. Dividend 21-Jul-23 21-Jul-23 10
531335 ZYDUS WELLNESS LTD.-$ Final Dividend 21-Jul-23 21-Jul-23 5
500252 LAKSHMI MACHINE WORKS LTD. Dividend 24-Jul-23 - 98.5
500730 NOCIL LTD. Final Dividend 24-Jul-23 - 3
513375 CARBORUNDUM UNIVERSAL LTD. Final Dividend 25-Jul-23 - 2
Cholamandalam Investment and
511243 Final Dividend 25-Jul-23 - 0.7
Finance Company Ltd
523395 3M INDIA LTD. Final Dividend 26-Jul-23 26-Jul-23 100
500480 CUMMINS INDIA LTD. Final Dividend 26-Jul-23 26-Jul-23 13
533248 GUJARAT PIPAVAV PORT LTD. Final Dividend 26-Jul-23 - 3.4
540762 Tube Investments of India Ltd Final Dividend 26-Jul-23 - 1.5
500710 Akzo Nobel India Limited Final Dividend 27-Jul-23 - 40
500182 HERO MOTOCORP LTD. Final Dividend 27-Jul-23 - 35
RATNAMANI METALS & TUBES
520111 Final Dividend 27-Jul-23 - 12
LTD.-$
500008 AMARA RAJA BATTERIES LTD. Final Dividend 28-Jul-23 - 3.2
500031 BAJAJ ELECTRICALS LTD.-$ Final Dividend 28-Jul-23 - 4
522074 ELGI EQUIPMENTS LTD. Final Dividend 28-Jul-23 - 2
543243 Equitas Small Finance Bank Ltd Dividend 28-Jul-23 28-Jul-23 1
540743 Godrej Agrovet Ltd Final Dividend 28-Jul-23 - 9.5
540750 Indian Energy Exchange Ltd Final Dividend 28-Jul-23 28-Jul-23 1
532777 INFO EDGE (INDIA) LTD. Final Dividend 28-Jul-23 28-Jul-23 9
500570 TATA MOTORS LTD. Final Dividend 28-Jul-23 - 2
570001 Tata Motors Ltd - DVR Final Dividend 28-Jul-23 - 2.1
532321 Zydus Lifesciences Ltd Final Dividend 28-Jul-23 28-Jul-23 6
500086 EXIDE INDUSTRIES LTD. Final Dividend 01-Aug-23 - 2
532644 J.K.CEMENT LTD. Final Dividend 01-Aug-23 - 15
500840 EIH LTD. Final Dividend 02-Aug-23 - 1.1
508486 HAWKINS COOKERS LTD.-$ Dividend 02-Aug-23 - 100
500510 LARSEN & TOUBRO LTD. Dividend 02-Aug-23 02-Aug-23 24
500043 BATA INDIA LTD. Dividend 03-Aug-23 - 13.5
Cholamandalam Financial Holdings
504973 Final Dividend 03-Aug-23 - 0.55
Ltd
500133 ESAB INDIA LTD. Final Dividend 03-Aug-23 - 20
532482 GRANULES INDIA LTD.-$ Final Dividend 03-Aug-23 03-Aug-23 1.5
532500 MARUTI SUZUKI INDIA LTD. Final Dividend 03-Aug-23 - 90
500260 The Ramco Cements Limited Dividend 03-Aug-23 03-Aug-23 2
532478 UNITED BREWERIES LTD.-$ Dividend 03-Aug-23 - 7.5
506076 GRINDWELL NORTON LTD.-$ Final Dividend 04-Aug-23 - 14.5
509966 VST INDUSTRIES LTD. Final Dividend 04-Aug-23 - 150
539523 Alkem Laboratories Ltd Final Dividend 10-Aug-23 10-Aug-23 10
523457 Linde India Limited Final Dividend 10-Aug-23 - 4.5

For private circulation only 6

 Dividend Per
Security Code Security Name Purpose Ex-Date Record Date
Share
523457 Linde India Limited Special Dividend 10-Aug-23 - 7.5
540153 Endurance Technologies Ltd Dividend 11-Aug-23 - 7
523642 PI Industries Ltd Final Dividend 11-Aug-23 11-Aug-23 5.5
Computer Age Management Services
543232 Final Dividend 14-Aug-23 15-Aug-23 12
Ltd
541557 Fine Organic Industries Ltd Final Dividend 14-Aug-23 - 9
J.B.CHEMICALS &
506943 Final Dividend 17-Aug-23 17-Aug-23 9.25
PHARMACEUTICALS LTD.
532953 V-GUARD INDUSTRIES LTD. Final Dividend 17-Aug-23 - 1.3
APOLLO HOSPITALS ENTERPRISE
508869 Final Dividend 18-Aug-23 19-Aug-23 9
LTD.
DEEPAK FERTILISERS &
500645 PETROCHEMICALS Dividend 25-Aug-23 - 10
CORPORATION LTD.
500294 NCC Limited Dividend 25-Aug-23 25-Aug-23 2.2

Bulk Deals (Mcap> 1000 Cr.)

Mcap Quantity Trade Value
Date Security Name Acquirer/Seller B/S
(In Cr.) Traded Price (In Cr.)
Aavas Financiers
26-06-2023 18,024 SMALL CAP WORLD FUND INC SELL 7,70,500 1,438 111
Limited
Aavas Financiers
26-06-2023 18,024 SOCIETE GENERALE BUY 3,96,000 1,427 57
Limited
26-06-2023 Hindustan Construc Co. 2,247 HRTI PRIVATE LIMITED SELL 1,30,37,538 21 27

26-06-2023 Hindustan Construc Co. 2,247 HRTI PRIVATE LIMITED BUY 1,09,16,282 21 23

26-06-2023 Hindustan Construc Co. 2,247 QE SECURITIES SELL 1,04,66,618 21 22

26-06-2023 Hindustan Construc Co. 2,247 JAINAM BROKING LIMITED BUY 1,05,91,636 21 22

26-06-2023 Hindustan Construc Co. 2,247 QE SECURITIES BUY 1,01,95,649 21 21

JUMP TRADING FINANCIAL INDIA
26-06-2023 Hindustan Construc Co. 2,247 SELL 90,14,835 21 19
PRIVATE LIMITED
JUMP TRADING FINANCIAL INDIA
26-06-2023 Hindustan Construc Co. 2,247 BUY 90,14,835 21 19
PRIVATE LIMITED
RattanIndia Power HI GROWTH CORPORATE SERVICES
26-06-2023 2,728 SELL 2,81,16,000 5 15
Limited PVT LTD
RattanIndia Power HI GROWTH CORPORATE SERVICES
26-06-2023 2,728 BUY 2,73,96,000 5 15
Limited PVT LTD
26-06-2023 Hindustan Construc Co. 2,247 JAINAM BROKING LIMITED SELL 35,42,058 21 8

For private circulation only 7

Trading Insights
Insight from trading volumes
Total Volume Monthly Avg
Script CMP % Change
(x1000) Volume(x1000)

SHREECEM 23,702 449 65 591.9%

DRREDDY 5,042 732 411 78.3%

CIPLA 1,022 2,400 1,747 37.4%

UPL 679 2,655 1,965 35.1%

RELIANCE 2,496 6,032 5,455 10.6%

GAIL 105 9,599 9,196 4.4%

IOC 90 12,629 12,472 1.3%

Insight from delivery

Total Delivery Monthly Avg Delivery
Script CMP %Change
Volume(x1000) Volume(x1000)

ADANIPORTS 724 6,050 2,960 104.4%

IOC 90 12,898 7,325 76.1%

BPCL 358 3,020 1,898 59.1%

TECHM 1,112 2,538 1,749 45.2%

NTPC 185 9,736 7,776 25.2%

CIPLA 1,022 1,392 1,119 24.4%

INFY 1,270 5,638 4,582 23.1%

*CMP-Closing Market Price

For private circulation only 8

Daily Support/ Resistance of Nifty Companies
Company CMP Pivot Point R1 R2 S1 S2
NIFTY 50 18,691 18,687 18,727 18,762 18,651 18,611
ADANIPORTS 724 718 732 740 711 697
ASIANPAINT 3,308 3,298 3,325 3,342 3,281 3,255
AXISBANK 961 959 965 969 955 949
BAJAJ-AUTO 4,607 4,630 4,662 4,716 4,576 4,545
BAJAJFINSV 1,508 1,502 1,516 1,525 1,494 1,480
BAJFINANCE 6,999 6,993 7,041 7,083 6,951 6,903
BHARTIARTL 852 852 858 864 846 840
BPCL 358 359 362 366 355 352
BRITANNIA 5,009 4,995 5,037 5,065 4,967 4,925
CIPLA 1,022 1,012 1,035 1,048 999 976
COALINDIA 224 225 226 227 223 222
DIVISLAB 3,534 3,510 3,565 3,595 3,480 3,425
DRREDDY 5,042 5,022 5,094 5,146 4,970 4,899
EICHERMOT 3,552 3,546 3,577 3,603 3,521 3,490
GAIL 105 105 105 106 104 103
GRASIM 1,727 1,718 1,740 1,753 1,705 1,683
HCLTECH 1,168 1,169 1,175 1,182 1,162 1,156
HDFC 2,720 2,717 2,732 2,743 2,706 2,692
HDFCBANK 1,636 1,638 1,648 1,661 1,626 1,616
HDFCLIFE 630 626 636 642 621 611
HEROMOTOCO 2,851 2,827 2,883 2,915 2,795 2,739
HINDALCO 415 413 418 421 410 405
HINDUNILVR 2,652 2,652 2,675 2,697 2,629 2,606
ICICIBANK 927 927 932 936 923 919
INDUSINDBK 1,315 1,316 1,326 1,336 1,305 1,295
INFY 1,270 1,269 1,275 1,280 1,264 1,257
IOC 90 89 90 91 89 88
ITC 446 447 450 454 443 440
JSWSTEEL 749 746 754 760 740 732
KOTAKBANK 1,823 1,825 1,830 1,837 1,818 1,813
LT 2,378 2,383 2,398 2,418 2,362 2,347
M&M 1,398 1,391 1,412 1,426 1,377 1,356
MARUTI 9,470 9,426 9,568 9,665 9,329 9,187
NESTLEIND 22,631 22,614 22,723 22,815 22,522 22,413
NTPC 185 186 187 189 184 182
ONGC 157 157 158 159 156 155
POWERGRID 249 249 250 252 247 246
RELIANCE 2,496 2,500 2,511 2,527 2,485 2,473
SBILIFE 1,266 1,268 1,274 1,282 1,260 1,255
SBIN 557 557 559 561 555 553
SHREECEM 23,702 23,394 24,186 24,670 22,910 22,117
SUNPHARMA 995 997 1,002 1,009 990 984
TATAMOTORS 568 565 572 576 561 554
TATASTEEL 110 109 111 112 109 107
TCS 3,190 3,192 3,212 3,233 3,170 3,151
TECHM 1,112 1,114 1,124 1,136 1,102 1,091
TITAN 2,973 2,961 2,992 3,012 2,941 2,910
ULTRACEMCO 8,167 8,136 8,211 8,256 8,091 8,016
UPL 679 676 684 689 671 663
WIPRO 381 381 382 383 379 378
Source: Axis Direct.

For private circulation only 9

 SLBM T-1 Activities
Key Highlights for 26 June (T-1):

 Total Notional Volume - 28Cr

 Total Notional Lending Fee 2.9Cr
 Top traded counter by absolute yield– VEDL L1 with an absolute yield of 1.46%
 Counter with highest OI – IDFCFIRSTBANK with OI of 176 Lacs

Our Top 5 Deals for your 2nd Income (Absolute yield-Lending Fee/Share Price) -

Top Absolute Yield Counters Abs. Yield till Expiry Lending Fee in INR per share

VEDLL1 1.46% 4
VEDLX8 1.44% 4
JUBLFOODL1 1.01% 5
AUBANKX8 0.95% 7
JUBLFOODX8 0.87% 4

Top 20 Active Counters as on 26 June (T-1):

Value of
Lendin Absolute Days Expected
Settlement No. of Traded SharePri Annualized Open Investment
SecurityName g fee/ Yield to Value at
Date Share Value ce Yield Interest (for 100
share Till Expiry expiry Maturity
stocks)
VEDANTA 10,58,38
03-Aug-23 42,51,991 4 280 1.44% 13.8% 47,80,101 38 27,980 28,382
LIMITED 5
AU SMALL
FINANCE BANK 03-Aug-23 2,54,965 17,98,700 7 745 0.95% 9.1% 22,20,920 38 74,540 75,245
LTD
JUBILANT
03-Aug-23 33,357 1,40,578 4 487 0.87% 8.3% 4,46,861 38 48,670 49,091
FOODWORKS
GRAPHITE
06-Jul-23 3,597 8,993 3 406 0.62% 22.5% 3,597 10 40,595 40,845
INDIA LTD
TATA
03-Aug-23 1,58,529 8,89,724 6 994 0.56% 5.4% 3,06,272 38 99,395 99,956
CHEMICALS
WIPRO LTD 06-Jul-23 250 525 2 381 0.55% 20.1% 250 10 38,090 38,300
SBI CARDS &
03-Aug-23 1,30,950 4,18,740 3 845 0.38% 3.6% 1,40,260 38 84,485 84,805
PAY SER
AU SMALL
06-Jul-23 50 100 2 745 0.27% 9.8% 40,33,430 10 74,540 74,740
FINANCE BANK
HINDUSTAN
06-Jul-23 1,619 490 0 116 0.26% 9.5% 2,389 10 11,595 11,625
COPPER LTD
DALMIA
06-Jul-23 74 370 5 2,197 0.23% 8.3% 392 10 2,19,715 2,20,215
BHARAT
DEEPAK
03-Aug-23 14,277 71,199 5 2,233 0.22% 2.1% 3,61,474 38 2,23,265 2,23,764
NITRITE LTD
MAHANAGAR
06-Jul-23 169 338 2 1,029 0.19% 7.1% 524 10 1,02,930 1,03,130
GAS LTD.
ASTRAL
06-Jul-23 5 19 4 1,943 0.19% 7.0% 12,284 10 1,94,270 1,94,645
LIMITED
WIPRO LTD 03-Aug-23 250 175 1 381 0.18% 1.8% 21,685 38 38,090 38,160
SUN TV
NETWORK 06-Jul-23 635 476 1 429 0.18% 6.4% 749 10 42,855 42,930
LIMITED
GUJ NAR VAL
06-Jul-23 19 19 1 579 0.17% 6.3% 26,931 10 57,860 57,960
FER & CHEM L
CONTAINER
CORP OF IND 06-Jul-23 846 846 1 650 0.15% 5.6% 2,854 10 64,980 65,080
LTD
BIRLASOFT
06-Jul-23 192 96 1 340 0.15% 5.4% 1,631 10 34,015 34,065
LIMITED
AUROBINDO
06-Jul-23 81 81 1 721 0.14% 5.1% 1,000 10 72,135 72,235
PHARMA LTD
ATUL LTD 03-Aug-23 8,790 80,775 9 7,031 0.13% 1.3% 54,435 38 7,03,100 7,04,019

For private circulation only 10

 Rollover Contracts (T-1):
Absolu
Ser Annualiz
Security Expiry Shares Traded Value Lending Fee Share Price te
ies ed Yield
Yield
VEDL L1 06-Jul-23 39,85,050 1,62,47,819 4 280 1.46% 53.2%

JUBLFOOD L1 06-Jul-23 7,760 38,057 5 487 1.01% 36.8%

AUBANK L1 06-Jul-23 4,91,577 31,39,652 6 745 0.86% 31.3%

TATACHEM L1 06-Jul-23 1,52,407 6,62,538 4 994 0.44% 16.0%

BERGEPAINT L1 06-Jul-23 5,800 13,250 2 677 0.34% 12.3%

DEEPAKNTR L1 06-Jul-23 1,43,233 9,40,258 7 2,233 0.29% 10.7%

PERSISTENT L1 06-Jul-23 23,213 2,58,556 11 4,906 0.23% 8.3%

LTTS L1 06-Jul-23 400 2,000 5 3,813 0.13% 4.8%

ATUL L1 06-Jul-23 8,186 49,370 6 7,031 0.09% 3.1%

TATAMTRDVR L1 06-Jul-23 5,700 1,425 0 301 0.08% 3.0%

HDFC L1 06-Jul-23 600 300 1 2,720 0.02% 0.7%

SLBM expiries

Sr No. Series (A) Series (B) Month

1 01 X1 January
2 02 X2 February
03 03 X3 March
04 04 X4 April
05 05 X5 May
06 06 X6 June
07 07 X7 July
08 08 X8 August
09 09 X9 September
10 10 XO October
11 11 N November
12 12 D December

Two separate series of contracts are made available as given below:-

A. Contracts which shall continueto be mandatorily foreclosed in the event of AGM/EGM

B.Contracts which shall not be foreclosed in the event of AGM/EGM.

For private circulation only 11

Disclosures:

The following Disclosures are being made in compliance with the SEBI Research Analyst Regulations 2014 (herein after referred to as the Regulations).

1. Axis Securities Ltd. (ASL) is a SEBI Registered Research Analyst having registration no. INH000000297. ASL, the Research Entity (RE) as defined
in the Regulations, is engaged in the business of providing Stock broking services, Depository participant services & distribution of various financial
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has its various subsidiaries engaged in businesses of Asset management, NBFC, Merchant Banking, Trusteeship, Venture Capital, Stock Broking,
the details in respect of which are available on www.axisbank.com.
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3. ASL has no material adverse disciplinary history as on the date of publication of this report.
4. I/We, authors (Research team) and the name/s subscribed to this report, hereby certify that all of the views expressed in this research report
accurately reflect my/our views about the subject issuer(s) or securities. I/We (Research Analyst) also certify that no part of my/our compensation
was, is, or will be directly or indirectly related to the specific recommendation(s) or view(s) in this report. I/we or my/our relative or ASL or its
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For private circulation only 12

Disclaimer:

Nothing in this report constitutes investment, legal, accounting and tax advice or a representation that any investment or strategy is suitable
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The Disclosures of Interest Statement incorporated in this document is provided solely to enhance the transparency and should not be treated
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document as may be required from time to time without any prior notice. The views expressed are those of the analyst(s) and the Company
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Copyright in this document vests with Axis Securities Limited.

Axis Securities Limited, SEBI Single Reg. No.- NSE, BSE & MSEI – INZ000161633, ARN No. 64610, CDSL-IN-DP-CDSL-693-2013, SEBI-
Research Analyst Reg. No. INH 000000297, SEBI Portfolio Manager Reg. No.- INP000000654, Main/Dealing off.- Axis Securities Ltd, Unit
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AnandShaha, Email: compliance.officer@axisdirect.in, Tel No: 022-49212706

NEERAJ Digitally signed by

NEERAJ CHADAWAR

CHADAWAR Date: 2023.06.27

08:47:57 +05'30'
For private circulation only 13