Market Moving Developments: Positives & Negatives

POSITIVES •

, Silver prices surged to $60/oz ahead of the Fed FOMC meeting, improving sentiment for silver-linked miners. • , SpiceJet DGCA issued notices regarding flight reductions for IndiGo — a development that may ease competitive pressures and improve sector discipline. • Indocount, Nitin Spinners, Ambika Cotton The Cotton Association of India (CAI) urged the government to remove the 11% customs duty on raw cotton imports — a potential margin booster for textile manufacturers. • Nuvama initiated coverage with a Buy rating and a target price of ₹920, boosting investor sentiment. • JSW Cements Kotak Securities initiated a Buy with a target price of ₹135, supporting the stock’s outlook. • Anupam Rasayan, Adani Enterprises, Zaggle Prepaid Positive triggers from acquisition announcements or completion, strengthening their strategic positioning. • , Granules India, Kaynes Technology, Vintage Coffee, Godrej Industries & Godrej Agrovet Stocks in focus after major Telangana Government–related announcements, aiding regional expansion and project visibility. • AU Small Finance Bank, Samman Capital, Schneider Electric Received key CCI/RBI approvals, enabling business expansion and regulatory clarity. • SEPC, GPT Infra, Highway Infra Reported order wins, improving revenue visibility within the infrastructure segment. • Tata Power Successfully commissioned a new transmission line, strengthening its operational footprint. NEGATIVES • Groww, Kronox Lab Services Lock-in periods end today, raising supply risks as early investors may sell. • Swiggy Opens a ₹10,000 crore QIP at a 7% discount to CMP — a near-term overhang due to potential dilution and supply pressure.