Big Bull Coach

08.07.2025: Stock watch of the day

Stock Watch of the day - Balaji Telefilm Stock Watch of the day - Balaji TelefilmBalaji Telefilms - CMP ₹89.51A video of prospects of the stock & what holds for it for the future.For inquirers on me...

08.07.2025:

Aaj kya hua aur Aage kya lag raha hai? Episode 63 (for 08.07.2025) Episode 63 (for 08.07.2025) of our daily series Aaj kya hua aur Aage kya lag raha hai! A daily short talk about what happened in Indian stock market today, t...

08.07.2025: Stock watch of the day -
Balaji Telefilms - CMP ₹89.51
Although this stock has recovered or say run-up decently already from its Mar2025 low of ₹49 & also consistently bad operating performance over past 5-10 years, this stock still might hold value now all thanks to the re-launch of its iconic Tele series Kyunki Saas bhi kabhi Bahu thi. Season 2 of this series is expected to be on-air next month onwards & could well give a new lease of life to this struggling media company which found itself embattled ever since the grand box office disaster of Udta Punjab in 2016. A strong show from KSBKBT S2 might very well help Balaji attain operating profitability like that in FY2023-24. Should this convert into medium-long-term success then it makes Balaji certainly a long-term bet anew.

08.07.2025: CM Inst flows (prov)
DIIs net (buy) ₹1366.82 Cr
FIIs net (sell) -₹26.12 Cr
FIIs very marginal sellers today while DIIs keep buying slow poison & shallow marginal. Basically the hindi satire - "Thoda Thoda lena, zyada mat lena nahin toh bhav badh jayega!"

08.07.2025:
NIFTY 50 25522.50 +61.20 (0.24%)
NIFTY BANK 57256.30 +307.10 (0.54%)
Opening dip gets bought into or maybe say rescued into as early gains in BkNifty/banks offsets losses in FMCG (Titan Ind falling nearly 5% after co posted weak same store sales for Q1FY2025-26), Pharma & Auto pack. Nifty & mkt overall traded mostly rangebound & sideways again for today just like y'day except for the classic late trade breakout helping Nifty mini-rally by about 80pts sponsored mainly by further gains in BkNifty/banks mainly late gains in SBI while Kotak Bk was already up over 3%. Nifty's today's breakout & close above 25500 gives it a new lease of technical strength which if its able to build on it might help it retest 25800 level soon. Midcaps & Smallcaps again were slightly subdued today as wait n watch is the norm for now. Punters taking their time & possibly refueling themselves before a fresh bull run.

07.07.2025:

Aaj kya hua aur Aage kya lag raha hai? Episode 62 (for 07.07.2025) Episode 62 (for 07.07.2025) of our daily series Aaj kya hua aur Aage kya lag raha hai! A daily short talk about what happened in Indian stock market today, t...

07.07.2025: CM Inst flows (prov)
DIIs net (buy) ₹1853.39 Cr
FIIs net (buy) ₹321.16 Cr
So FIIs were mere marginal net buyers while DIIs were just decent net buyers & plausibly silent sweet poison buyers thus yielding a sideways flat session for the day.

07.07.2025:
NIFTY 50 25461.30 0.30 (0.00%)
NIFTY BANK 56949.20 -82.70 (-0.15%)
Weak to subdued opening converting into a fall got rescued into & gave way to a brief uptrend only to fizzle out as Nifty & mkt as a whole moved sideways for rest of the session as an inconsequential session played out. Strong gains in FMCG especially HUL were offset by collective marginal losses in IT, banks, Autos etc. Midcaps & Smallcaps saw marginal cut of around 0.25% as they were quiet. Seems like Nifty /mkt consolidation phase will extend another week for now stream of Q1FY2025-26 nos of key companies start flowing & break some deadlock. Also, deadlock & uncertainty over Indo-US trade remains & any material impact of a 'no deal' too will have to be taken into account by the mkt.

04.07.2025:

Aaj kya hua aur Aage kya lag raha hai? Episode 61 (for 04.07.2025) Episode 61 (for 04.07.2025) of our daily series Aaj kya hua aur Aage kya lag raha hai! A daily short talk about what happened in Indian stock market today, t...

04.07.2025: CM Inst flows (prov)
DIIs net (sell) -₹1028.84 Cr
FIIs net (sell) -₹760.11 Cr
Both Inst sides net sellers today but not intensely in any way. In that case, plausibly heavy selling in Trent & short-covering impacted overall Inst figures today giving a slightly distorted picture.

04.07.2025:
NIFTY 50 25461.00 +55.70 (0.22%)
NIFTY BANK 57031.90 +239.95 (0.42%)
Subdued opening on lack of decisive US/global cues while -ve news-flow continues to adversely affect mkt mood. Trent Ltd tanks 5% in early trade on weak commentary from management in y'day's AGM wherein sales growth target for FY2025-26 too slashed down from 35% to 20% which thus likely inviting a re-valuation pressure on the stock. Mini rescue done in the morning hour punctured eventually paving way for further correction as Nifty spot hit lower low of 25340 though another rescue effort was quietly made as Nifty then recovered in sync with BkNifty as smart buying in heavyweights like ICICI Bk, Infosys, Reliance Ind, BPCL etc. helped shore up Nifty & BkNifty both as Nifty eventually broke out in green & managed to sustain day's gains closing above its 200-EMA (5-min). Trent closed at its low point crashing almost 12% with heavy volumes of 75.2L shares traded in NSE as heavy dumping likely seen by FIIs, MFs, HNIs & PMSs. Even though Nifty managed to break the ongoing bearish trend, next week's trend likely to remain cautious & sublet bearish undertone might persist, reduction in volumes in F&O mkt after SEBI crackdown on Jane Street too might make mkt behave uncertain for a while. ONGC & Oil India are expected to be a key watch for now as mega 'Guyana size' proven oil discovery in Andaman Sea currently pegged at 42bn barrels can really be big gamechanger for both companies.

03.07.2025:

Aaj kya hua aur Aage kya lag raha hai? Episode 60 (for 03.07.2025) Episode 60 (for 03.07.2025) of our daily series Aaj kya hua aur Aage kya lag raha hai! A daily short talk about what happened in Indian stock market today, t...