Retail sales in Sept, Ambuja Cements’ acquisition, – Stock News Update


Market Summary

  • Sensex: 80,220.72 ▼ 1.15%
  • Nifty: 24,472.10 ▼ 1.25%

Nifty 50 Performance
Nifty fell by 309 points, closing at 24,472.10. This marks one of the approximately 90 times in the last five years that Nifty has fallen between 1% and 2% in a single day.

  • Markets opened higher than the previous close but began to decline at around 10:12 AM, with the fall continuing throughout the day.
  • Realty and metal sectors were the biggest losers, with all sectors ending in the red.
  • Only one Nifty 50 stock managed to close in positive territory today.

Top Gainers – Nifty 50

  • ICICI Bank: Rs 1,267.50 ▲ 0.67%

Top Losers – Nifty 50

  • Adani Enterprises: Rs 2,823.80 ▼ 3.88%
  • Bharat Electronics: Rs 271.65 ▼ 3.77%
  • M&M: Rs 2,887.20 ▼ 3.70%
  • Coal India: Rs 468.35 ▼ 3.51%
  • Tata Steel: Rs 150.39 ▼ 2.99%

Global Markets Overview

  • US Markets: Flat
  • European Markets: Down
  • Asian Markets: Mixed

News & Updates

  • Retail Sales: India’s retail sales in September saw a 5% year-on-year increase. The highest growth was in food and grocery sales, up by 12%, followed by jewellery (+8%), consumer durables & electronics (+6%), QSR, and apparel (+5%), as per an RAI survey.
  • Hyundai Motor India IPO: Listed at 1.33% below its issue price.
  • Waaree Energies IPO: Subscribed 8.81 times, with retail subscription at 6.39 times. The IPO closes tomorrow, 23 October.
  • Deepak Builders & Engineers IPO: Subscribed 12.04 times, with retail participation at 16 times. Open until 23 October.

Stock Updates

  • Ambuja Cements: To acquire a 46.80% stake in Orient Cement for ₹8,100 crore.
  • Bajaj Finance: Q2 net profit rose 12.64% YoY to ₹4,000 crore.
  • Power Grid: Approved raising up to ₹5,000 crore via private placement; won a project to develop a 6 GW power transmission system across Rajasthan and Haryana.
  • Adani Green Energy: Q2 net profit fell 25.81% YoY to ₹276 crore.
  • Zomato: Q2 net profit surged 389% YoY to ₹176 crore. The company approved raising ₹8,500 crore via Qualified Institutional Placement (QIP).
  • Varun Beverages: Q2 net profit rose 23.66% YoY to ₹619.61 crore.
  • RVNL: Formed a new subsidiary, ‘Rail Vikas Nigam Ltd (One Partner)’, in Saudi Arabia.
  • Adani Energy Solutions: Q2 net profit jumped 144.66% YoY to ₹674.96 crore.
  • Mazagon Dock: Approved an interim dividend of ₹23.19 per share (record date: 30 October) and a 1:2 stock split.
  • Persistent Systems: Q2 net profit rose 23.45% YoY to ₹435 crore.
  • One97 (Paytm): Reported a net profit of ₹928.30 crore, supported by a one-time income from the sale of its ticketing platform to Zomato.
  HDFC Bank Alert: Services, Including UPI, to be Disrupted for Three Hours Today

Word of the Day: Sunk Cost Fallacy

The sunk cost fallacy occurs when individuals or companies continue with a decision because of the resources already invested, even when it’s no longer beneficial.

  • Example 1: Holding onto a falling stock because of the initial investment, which may lead to further losses.
  • Example 2: Sitting through a movie you don’t enjoy simply because you’ve already paid for the ticket.

6-Day Stock Exchange Course: Day 1

The stock exchange is a marketplace where stocks are bought and sold. Historically, buyers and sellers met on the trading floor, but now this process happens electronically.

  • Key Indian Exchanges: Bombay Stock Exchange (BSE) and National Stock Exchange (NSE).

Missed last week’s course? Download the PDF [here].


Featured Question

Q: “Investing in a lower NAV mutual fund gives more returns because we can buy more units. Is this true?”

A: No, this is a misconception. The NAV (Net Asset Value) reflects the total value of the fund’s assets. A lower NAV doesn’t guarantee higher returns, nor does a higher NAV mean the fund will not grow. The key factor is how well the fund’s assets are managed.


1-Day Change in Key Commodities & Indices

  • 10g Gold: ₹78,210 ▼ 0.09%
  • 1kg Silver: ₹98,220 ▲ 0.34%
  • USD-INR: ₹84.07/USD ▼ 0.00%
  • Dow Jones: 42,931.60 ▼ 0.80%
  • Nasdaq: 18,540.01 ▲ 0.27%

Long-Term Market Returns (Past 20 Years)

  • Sensex: ▲ 14.19% p.a.
  • Nifty: ▲ 14.00% p.a.
  • Dow Jones: ▲ 7.63% p.a.
  • Nasdaq: ▲ 11.91% p.a.

Note: Returns for Sensex and Nifty are in INR, while those for Dow Jones and Nasdaq are in USD. These returns are not directly comparable.

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