Daily Derivative Report
SBI Securities
Retail Research
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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04 Jul 2025 | Nifty 50 |
SBI Securities
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25461.00 |
Daily Note
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04 Jul 2025 | Bank Nifty |
SBI Securities
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57031.90 |
Daily Note
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03 Jul 2025 | Automobiles & Auto Components |
BP Wealth
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Sector Update
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03 Jul 2025 | Nifty 50 |
SBI Securities
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25461.00 |
Daily Note
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03 Jul 2025 | Chemicals & Petrochemicals |
IDBI Capital
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Sector Update
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Chemicals: Monthly Pricing Update
IDBI Capital
Due to geopolitical tensions owing to the Iran-Israel war, the price of crude shot up to $74 even touching $75 briefly. This has a direct effect on prices of chemicals. This reflected in June-25 data, where all the chemicals in our coverage universe exhibited minor uptick in prices, barring Acetone and Acetic Acid. Acetone and Acetic Acid are not linked in the production process; hence the downward trajectory could be due to weakening end-use demand. Acetonitrile prices showed the steepest jump of 8% MoM. This does not bode well for Li-Ion battery manufacturers as it is used as a solvent, particularly in high performance...
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03 Jul 2025 | World Economy and Markets |
Axis Direct
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Daily Note
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Daily Fundamental View:03 July 2025
Axis Direct
Asian markets are trading lower, as investors await details on the U.S.-Vietnam trade agreement announced by President Donald Trump on Wednesday and braced for a key U.S. jobs report that could support potential rate cuts by the Federal Reserve.
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03 Jul 2025 | Nifty 50 |
SBI Securities
|
25461.00 |
Daily Note
|
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03 Jul 2025 | Bank Nifty |
SBI Securities
|
57031.90 |
Daily Note
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03 Jul 2025 | Bank Nifty |
SBI Securities
|
57031.90 |
Daily Note
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03 Jul 2025 | Market Movement |
Ventura
|
Daily Note
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02 Jul 2025 | Nifty 50 |
SBI Securities
|
25461.00 |
Daily Note
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02 Jul 2025 | Hotels, Restaurants & Tourism |
IDBI Capital
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Sector Update
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Hotels: Sector Update
IDBI Capital
In our monthly Hotels update we have summarized key events of the domestic hotel industry, new hotels signing/addition by key players during the month and pricing trend of key cities for June, 2025. We have analyzed pricing of 171 hotels with ~33,000 keys across 8 cities to understand the trend over last 24 months (Exhibit 18). After a healthy growth in ADR, the industry witnessed decline in ADR, primarily led by seasonality. Early monsoons in various parts of the country further dented travel plans and weighed on ADR. We anticipate the softness in ADR to continue for a couple of more months. However, we attribute this as a seasonal factor and overall positive momentum of the industry to continue led by demand-supply mismatch,...
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02 Jul 2025 | World Economy and Markets |
Axis Direct
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Daily Note
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Daily Fundamental View:02 July 2025
Axis Direct
Asian markets are trading mixed, as investors assess recent economic data, latest comments from U.S. Federal Reserve Chair Jerome Powell and a slew of central bank rhetoric. Nikkei and Shanghai are trading lower by 1.01% and 0.14%, respectively, while Hang Seng is trading higher by 0.52%.
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02 Jul 2025 | Market Movement |
Ventura
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Daily Note
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02 Jul 2025 | Bank Nifty |
SBI Securities
|
57031.90 |
Daily Note
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02 Jul 2025 | Construction Materials |
Prabhudas Lilladhar
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Sector Update
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Building Materials Apr-Jun'25 Earnings Preview Low volume growth...
Prabhudas Lilladhar
Building Material companies under our coverage universe are expected to report single digit revenue growth due to weak demand, along with contraction in margins due to fluctuations in PVC resin prices in plastic pipe companies and tiles, due to oversupply in the domestic market, which has leads pricing pressure. We anticipate moderate volume growth of 5.2% YoY in plastic pipe sector. Tiles and bathware sectors are likely to experience single digit growth expecting demand to pick up in H2FY26. We expect coverage companies to register sales growth of 4.3% YoY, given correction in Finolex Ind revenue and...
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02 Jul 2025 | Nifty 50 |
SBI Securities
|
25461.00 |
Daily Note
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02 Jul 2025 | Bank Nifty |
SBI Securities
|
57031.90 |
Daily Note
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02 Jul 2025 | Automobiles & Auto Components |
Axis Direct
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Sector Update
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Auto Monthly Sales Volume - June 2025
Axis Direct
We prefer Hero Motocorp and Bajaj Auto in 2Ws (TVS, Eicher seem fully valued at CMP); M&M (non-coverage) as a play in the PV/LCV/tractor segment, followed by Maruti in PVs. We also like Ashok Leyland in the CV space, followed by a close watch on Eicher (VECV) for any market share gains.
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01 Jul 2025 | Nifty 50 |
SBI Securities
|
25461.00 |
Daily Note
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