Iran nuclear స్థావరాలని target చేసిన Israel, portfolio stocks పై impact |ఈ adani stock కి భారీ దెబ్బ

0:03 Good evening Money Persons, welcome to Daily Money Show No. 1082. There has been a lot of pressure in the market since this morning. The reason for that is the war atmosphere that has started between Israel and Iran, which is why we have been seeing pressure in the market since yesterday. We talked about that in the video yesterday. But Israel has launched a strike on Iran, as they say, and Iran will respond to that. Let's talk clearly about each and every detail related to this in today's video Market Update. Along with this, let's discuss all the remaining updates in the market one by one. But before that, let's talk about our daily workout routine. It's been raining since yesterday, so I couldn't go for a walk yesterday. So I did one hour of home workouts. And please share what workouts you did yesterday in the comments section below . Let's discuss the updates in the Daily Man one by one

0:49 . If you look at the market update first, the Sensex corrected 524 points in today's session to close at 81,167 points, while the Nifty corrected 1169 points to close at 24,718 points. And while the midcap index corrected 0.2% in today's session, the smallcap index corrected 0.34%. And Bank Nifty.99% 99% correct. Yesterday, in the session, we saw a sudden fall in the market. We also discussed the reason for that. Fears in the market started after Israel said it might attack Iran. Just as the market was afraid, Israel attacked Iran . So this morning, before our market opened, the SJX Nifty traded in the negative by almost 200 points . After this, both Israel and

1:35 Iran also confirmed it. The Iranian government also announced that if Israel attacked Iran, Iran would respond strongly. In addition, the Israel Defense Forces are also confirming what they are claiming on social media, namely that they are going to attack nuclear facilities belonging to Iran, which has scared the market . The Israel Defense Forces are confirming that they attacked Iranian nuclear facilities. And besides that, there are key defense personnel from Iran, many of whom the Israelis are claiming to have neutralized. When these claims came from Israel, Iran also responded and said, "We will see if Israel responds strongly. We will sit back and watch. We will also respond strongly." Not only did Iran say that it would respond strongly, but various media platforms are also reporting that Iran has also launched a drone attack on Israel

2:22 . Now, when the war between these two countries starts, tensions in the Middle East start up again and the Middle East is generally impacted. What will be the impact on? Obviously, crude production will decrease. After this attack, crude oil prices increased dramatically due to the fear of a decrease in crude production. No, rising crude prices should be viewed as a negative for our India-related future. Because we import most of the crude . No, what happens if crude prices increase once? Our import bill will increase, so it is negative for our economy . Recently, inflation in our country has been coming under control, but now the price of crude has increased so much. What will happen because of this? Transportation costs will increase, and various industries use crude. All those industries will be impacted in their manufacturing. With this, there is a possibility that inflation in our country will increase again,

3:09 so we can understand that this is going to have an impact on our economy . This evening, after the tense situation between Israel and Iran began, US President Donald Trump also tweeted on his social media. I gave Iran many chances related to the deal . Despite many chances, there has been no real response from Iran. Donald Trump also posted on social media that he must make this deal before it's too late to save Iran. Although the US is not directly involved in this war, we can understand it as supporting Israel indirectly. So Israel attacked Iran, right? Iran is not a small country either. Iran also has a strong defense force. Let's compare the defense capabilities of the two countries. Iran is not a small country either.

3:56 We can understand that they also have a strong defense force . So there is a possibility that Iran will also give Israel a tough fight . Otherwise, since the US supports Israel, it is somewhat positive in terms of Israel, but if Iran continues to take this fight forward without any letup, there is a possibility that there will be a war between the two countries in a few more days . If this war continues further, there is a possibility that it will have a clear impact on all global markets. Let's pray that this war will end soon. Suppose this war continues for a few more days without ending. As we just talked about, we import a lot of crude, so it will have a big impact on us. You must have already seen today that most of the investors' portfolios will have closed in the negative. If they continue, we may see some more pressure on our portfolio. In a

4:43 situation where all issues have been sorted out recently and the market is only now moving positively again, such wars are obviously having an impact on all economies, so let's hope for this war to end. In addition, as we have seen in general when there is a war, some companies are impacted and some companies react positively. If we look at the companies that react positively, generally when there is a war, defense pending orders increase in every country, so defense stocks react positively with expectations that defense companies will receive orders. As a result, we saw positive momentum in most of the defense stocks in today's session . However, there are chances that Israel's attack on Iran will have a significant impact on some companies in our country . If we look at this first, there is a possibility of an impact on Adani Ports, which belongs to the Adani Group. Adani Ports acquired a

5:28 70% stake in Haifa Port in Israel in 2023. Now, if Israel attacks Iran, and if Iran targets Haifa Port in Israel, there is a possibility that Adani Ports will suffer losses, which is why we saw pressure on Adani Ports stock in today's session. In addition, generally, when these war situations occur, activity in ports also decreases, which also impacts their business, which is why Adani Port stock reacted negatively today . In addition, our FAC companies are generating good revenues from the Middle East. You can see it in the image on the screen here . If Emami's total revenue contribution is 17% from international sources, then out of that 70%, 44% of the revenue contribution comes from the Middle East. And companies like Dabur, Godrej Consumer

6:15 Products, and Marico, along with Emami, also receive good revenue contribution from the Middle East area, so there is a possibility that their business will also be impacted by this war situation, so we can see it as a negative for FACG companies. 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 Per channel, don't forget to subscribe to our channel and activate all notifications on the bell icon next to it to follow our interesting videos regularly . Coming to the comment of the week, this week's Varaprasad made a comment and

7:01 said, "Hi bro, I am a jawan today. My steps are 42000. I covered 30 kilometers with 15 kg weight. Super." Many of us find it very difficult to walk 1 kilometer or 2 kilometers. We do a lot of workouts and we feel like we are working very hard. But walking 30 km and carrying 15 kg weight is really great. Actually, those who work in our armed forces also work very hard for us. Life is not that easy for those who live on the border . You must have heard about these in many places. So we salute the sacrifices you are making for us. They are also inspiring us by commenting on fitness

7:48 . Thank you very much. All of our Money Purse family members will continue to focus on fitness. I see many people in the group actively working out every day, and I keep giving them likes from my side as well. Let's continue like this and make our health very strong along with our belt . There is a positive update related to Torrent Power, which carries out Next Power Transmission and Distribution works . They received an LVA from the Solar Energy Corporation of India . As part of this LOA, they are required to set up a 300 MW wind power project and supply power from this project in the tariff base . And they have to complete this project within 24 months. We can see this as a positive as they have received a new LO related to Torrent Power . NBCC, a PSU company that provides Next

8:33 Project consultancy services, has received orders worth over Rs 500 crore from the Navodaya Vidyalaya Samiti. As part of these orders that they have received, there are campuses in various locations belonging to this Navodaya Vidyalaya Samiti, and they have to carry out construction activities on those campuses . If they heard this order, we can see it as a positive thing, related to NBCC. Next Dixon Technologies, which offers various electronics contract manufacturing services, has entered into a joint venture agreement with Signify Innovation India Limited. As part of this, the two of them are going to start a joint venture company under the 5050 partnership to manufacture lighting products and other accessories . So they have

9:18 started a new joint venture company, through which they are looking to cater to opportunities related to lighting products, so we can see this as a positive development related to Dickin Technologies . Next, the Bhatia family, the promoters of the Jubilant Group, are going to acquire a 40% stake in Hindustan Coca-Cola Beverages. So, they will need funds to acquire this stake. Now, in these three stocks of Jubilant Group companies, Jubilant Foods, Jubilant Food Works and Jubilant Ingravia, the promoters of the group family have also sold their stakes in the black deals of today's session . They are going to use the money they will get from this stake sale to acquire a stake in Hindustan Coca-Cola Beverages. Jubilant Ingravia stock saw very positive momentum after this block deal took place in today's session. There may have been good demand

10:03 for this block deal from potential buyers . In addition, after this block deal, Jublum Foodworks stock also reacted positively, but Jublum Farm Over stock closed in the negative. So if these promoters in this block deal sold, we need to see who bought from them. We will update all the details related to this block deal tonight. There has been some important news related to ITC Hotels, which was demerged from Next ITC and listed separately . As part of this demerger process, those shareholders who had ITC shares as of the record date were added to ITC Hotels shares. Similarly, the bot in ITC is British American Tobacco, which is also one of the largest shareholders. So since they also had ITC shares, they also got ITC Hotel shares as part of the demerger process. But their main moto is

10:48 not to hold ITC Hotel stock. So we had previously talked about selling the shares that would come from ITC Hotels to the Bots as part of the demerger process. Now, the Economic Times is sharing information obtained through its sources that BAT may soon sell its stake in IT Hotels . Presently, the BATs in IT Hotels have a 14.55% stake. They are raising funds by selling part of their existing stake in ITC . So now there is a possibility that they will sell their stake in IT Hotels little by little and exit the hotels completely . But when the bots sell stakes in these IT hotels in black deals, we are likely to see pressure on the IT hotel stock at that time . Next Zyrus Life Sciences and Lupin,

11:35 two pharma companies, also suffered a big shock in the US court. They wanted to sell a generic version of MyBatric in the US. However, since Yesles Pharma had a patent related to this MyBetric, they approached the US court. Finally, the US court ruled in favor of Yesles Pharma today, meaning that Zydus Life Sciences and Lupin should not sell this drug in the US . By selling this drug, Zydus is expected to generate sales of up to 140 million US dollars in the actual financial year 2026, and Lupin is expected to generate sales of nearly 100 million dollars . No, these two companies are going to lose this opportunity because they shouldn't sell the drug as they wanted to. Next, the

12:21 details of the stocks that were bought and sold the most by mutual funds in May have come out. In total, mutual funds bought shares worth Rs 56,300 crores in May . If we look at this, ITC stock was mostly bought by mutual fund companies . Mutual fund companies bought nearly Rs 7,800 crore worth of ITC shares, followed by mutual funds investing up to Rs 5,900 crore in HDFC Bank . Next, if we look at this, Eternal changed the name of Zomato to Eternal. They also bought shares in Zomato for Rs 5,400 crores. If we look at the stocks that mutual funds sold the most, mutual fund companies sold stocks like Max Financial Services, NICA, and BSC the most . If we look at the same mid-cap segment, they bought stocks like PNB Housing Finance, Ather Energy, and KPR Mills in large quantities, while selling

13:09 stocks like Ramaco Cement Delivery and ACC in large quantities . When it comes to other small caps, they bought stocks like Equitus Chemicals, Bellarys Industries, and Sundaram Clayton, while selling stocks like Car Trade and Mahindra Life & SI. The next government of India is going to implement the cover system deployment at a very fast pace to increase safety in the railways. For this, companies that work related to this cover system are continuously receiving orders from the Indian Railways . Now, there are people from Karnex Micro Systems, this Karnex and VRCC consortium, who have received two orders from Chennai South and Railways related to these armor systems. In this, one order value is 173 crores and another order value is approximately 137 crores, which means they have won orders worth a total of 31 crores . And this is an order that their joint venture won.

13:56 Their shares in this joint venture are 60%, which means they have almost received an order worth 180 crores . So, despite the market's negative reaction in today's session, we saw positive momentum in Karnax Microsystems stock, even with the update that they had received this new order. The next Interglobe venture is the same IndiGo Airlines. Recently, Rakesh Gangwal, who is also the co-promoter of IndiGo Airlines, sold his stake in the black deal. We discussed that. Actually, if we look at 2022, Rakesh Gangwal of IndiGo sold shares worth 40,000 crores . Now, their promoter group company, InterGlobe Enterprises, is also looking to sell a portion of its stake in IndiGo in a block deal, and CNBC is

14:43 sharing information from its sources that they are looking to raise up to $1 billion through this stake sale . Presently, InterGlobe Enterprises holds a 35.7% stake in IndiGo . They shared information they learned from their sources, saying that they could sell stakes of up to approximately 4% of this stake . So, after they got the information, they approached IndiGo, but they are sharing that they have not received any response from IndiGo regarding this block deal . If the promoter group sells in this block deal, there is a possibility that we will see some pressure on InterGlobe Aviation stock that day. Next HCL Technologies has two related updates. The first update in this was the announcement of a collaboration between Cars and HCL Technologies . As part of this collaboration, HCL Technologies is sharing that they will

15:30 offer their services to Cars, related to the engineering future mobility transformation. We can see this as a positive development for HCL Technologies, as it is a new collaboration with Volvo Cars. And along with this, there is the HCL Foundation, and this HCL Foundation has signed an MoU with the Government of Tamil Nadu . They are sharing that as part of EM, HCL Foundation is going to boost entrepreneurship and vocational education in Tamil Nadu . Next, there is a positive update related to Tan Phak Industries, which manufactures hydrofluoric acid and its derivatives . Tanfak Industries is sharing that it has successfully commissioned, or started, a solar grade dilute hydrofluoric acid plant with a capacity of 5,000 tons per day. In fact, they are sharing that they have received approval for the quality of their trial production from major solar energy producers in India to commission this plant, and that

16:22 they have started production at this plant with this approval . So, as the demand for solar grade dilute hydrofluoric acid in the market is increasing, they have increased their capacities to cater to that demand, so this will be positive for their long-term performance. This is why we saw positive momentum in Tan Phak Industries stock in today's session . Wonderla Holidays, which runs Next Amusement Parks, has opened a resort with 39 key resort futures near their Bangalore Wonderla campus . They are sharing that they conduct long-stay guest weddings, corporate events, and other events for urban families, ensuring that visitors have the best possible experience . The demand for resorts in the present metro cities is increasing rapidly, so we can understand that they are trying to cater to whatever demand there is . We have previously discussed how the promoters of Next Gen R Engineering took

17:10 loans from various financial institutions and used the money for their personal use. By doing this, they not only cheated the financial institutions but also grossly cheated the shareholders who had invested in this company . So, the two people who gave them the loan filed insolvency against Jansal Engineering . So now, updates are coming that the Ahmedabad NCLAT bench has admitted insolvency and initiated insolvency proceedings against the company. So, whatever money comes after going to insolvency proceedings, it will go to the financial institutions. So, even if the money is not fully recovered, some money will be recovered and the financial institutions will save some money, but the investors who invested in this company will have suffered a very bad loss. The

17:55 Government of India has a nearly 28% stake in Next Hindustan Zinc . Expectations in the market have been building for a long time that the government could sell this stake in trenches . There are opportunities to sell this stake in the government's QIP route. But if not, the government is continuously receiving good dividends from Hindustan Zinc Limited. So, whatever these dividends are, the government will generate regular income from Hindustan Zinc. Therefore, the government may not exit by selling its stakes in Hindustan Zinc Limited all at once, and the money control people are sharing information known through their sources . If we look at the current valuation of Yes of Now, if these stakes are sold, the government will get close to Rs 40,000 crores. However, they are sharing that there is a possibility that the government might consider that option as well, as the dividends coming to the government on a regular basis, even more than the initial Rs 40,000 crores, would

18:43 generate good income in the long term . It remains to be seen what decision the Government of India will take. If the government sells, it may not sell the complete stake at once . There is a possibility that the government may sell this stake in some of the trendchess . That's it for today's Daily Man Show. If the information shared by the Daily Man Show today was 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, click on the channel logo here and subscribe to the channel and activate all notifications on the bell icon next to it . I'm Chandrasekhar Patri, let's meet again with another interesting video. Good night and happy weekend.