FOMO To FMA - Markets Ride Asian Wave; Bulls outmuscle FIIs as India Inc. Sparks Hydrogen, Auto & IPO Momentum

Global Market Futures (as of 07:45 AM IST)

US Market (Futures)

      Nasdaq: +0.29%

      Dow Jones: +0.09%

      S&P 500: +0.14%

European (Futures)

      Ftse 100: +0.26%

      Cac 40: +0.17%

      Dax : +0.49%

Asian

      Nikkei: +1.62% 

      ASX 200: -0.47%

      KOSPI: +0.25%

      Hang Seng: +0.38%

      Shanghai (SSE): +0.17%

      Taiwan Weighted Index: +0.52%

      Straits Times Index: +0.03%

Gift Nifty = 24,912.50 (+0.35%)

 

FII and DII Trading Activity September 5, 2025 in Cash market:

FIIs: Net Sell of ₹1,304.91 crore

DIIs: Net Buy of ₹1,821.23 crore

 

Key Corporate & Economy Updates:

 

Positive

Aurionpro Solutions: High-premium share issuance signals strong growth confidence.

PNB Housing Finance: ₹50,000 crore NCD approved to raise liquidity.

NTPC Green Energy: Dual hydrogen expansions, driving India’s hydrogen ambitions 

Connect Logitech and Supply Chain: Preferential issue to chart robust growth.

Tata Motors: Sales soar after major price cuts supported by GST savings.

UNO Minda: Strategic Rs 47.5 million SPV investment accelerates innovation.

SUGS Lloyd: Clinches Rs 327.2 million power contract for South Bihar.

7Seas Entertainment: Dual equity issuances for fresh capital infusion worth Rs 63.2 million.

Vibhor Steel Tubes: Lands Rs 32.6 million domestic manufacturing order.

Interstate Oil Carrier: 22.4% volume growth in August, hitting 24.47K metric tons.

Valiant Communications: Secures Rs 84.7 million order, supports expansion.

Vaishno Cement: Targeting Rs 500 crore capital raise for market reach.

Faalcon Concepts: Wins Rs 47.5 million facade project order

Saboo Sodium Chloro: Approves rights issue to raise up to Rs 490 million.

Dassault Aviation: To acquire 51% stake in Dassault Reliance Aerospace.

Adani & Druk Green: Launches 570 MW hydro project partnership.

Vibhor Steel Tubes: Repeats momentum with Rs 32.6 million order.

Eraaya Lifespaces: Secures insurance mandate from GT Insurance Australia.

Goa Carbon: St. Jose de Areal unit resumes production.

Interstate Oil Carrier: Repeat strong volume growth reported.

Valiant Communications: Again secures Rs 84.7 million order.

Vaishno Cement: Reiterates Rs 500 crore capital raise.

Faalcon Concepts: Maintains order inflow with Rs 47.5 million project.

 

Neutral

Veranda Learning: Considering divesting vocational arm to hone core strategy.

Karur Vysya Bank: Drops one-year MCLR to 9.45% just before festive season.

LIC: Welcomes GST reform, expects volume surge and limited embedded value impact.

SpiceJet: Q1 loss ₹234 crore, but projects bright recovery path.

 

Regulatory/Negative

Zydus Lifesciences: Completion of USFDA plant inspection with four observations, suggests continued regulatory vigilance

 

Non-Corporate & International Stock News:

Sify Infinit Spaces: Mark Adams appointed to Board, boosting data center global strategy.

Gymkhana launches gourmet Indian sauces for home cooks

Strong momentum in bank deposits, credit growth, and forex reserves

 

Bulk Deals:

 

Prime Focus

Investors Ramesh Damani, Madhusudan Kela’s Singularity AMC, Utpal Sheth, FE Securities, and Samyak Enterprises acquired 3.3% stake worth ₹146.2 crore.

Purchases:

Singularity Funds I–III (Kela & son Yash): 62.5 lakh shares (2.01%) @ ₹142.55.

Damani: 8 lakh shares; Sheth: 17.5 lakh shares @ ₹142.55.

FE Securities & Samyak: 14.55 lakh shares each.

Exits:

Marina IV (Singapore) & Marina IV sold 48.06 lakh shares (1.55%).

Augusta Investments I sold 54.48 lakh shares (1.75%).

Post-sale: Augusta holds 8.86%, Marina IV (Singapore) 7.55% (as of June 2025).

 

Tourism Finance Corporation of India (TFCI)

Aditya Kumar Halwasiya (Non-Executive Director) bought 12 lakh shares:

6.7 lakh @ ₹346

5.3 lakh @ ₹345.53

Total 1.29% stake worth ₹41.49 crore.

 

Zee Media Corporation

Promoter entity Auv Innovations LLP acquired 50 lakh shares (0.8%) @ ₹12.37 from Miloeux Media & Entertainment.

 

SME Listing on September 8

Rachit Prints Ltd

 

On-going IPO

Last Day on 9-Sep-2025

-Austere Systems Ltd

Last Day on 9-Sep-2025

- Vigour Plast India Ltd (SME)

-Sharvaya Metals Ltd (SME)

Last Day on 10-Sep-2025

-Vashishtha Luxury Fashion Ltd (SME)

-Taurian MPS Ltd (SME)

-Karbonsteel Engineering Ltd (SME)

 

Upcoming IPO 

(10-Sep to 12-Sep)

-Urban Company Ltd

 

Stock Trades Ex-Dividend

Acknit Industries, Aeroflex Enterprises, Apollo Micro Systems, Bella Casa Fashion & Retail, Bhagwati Autocast, Birla Corporation, BLS International Services, BLS E-Services, Dilip Buildcon, Divgi Torqtransfer Systems, Filtra Consultants and Engineers, Gujarat State Fertilizers & Chemicals, Haldyn Glass, HFCL, Hindustan Hardy, Hisar Metal Industries, Housing & Urban Development Corporation, ISGEC Heavy Engineering, India Tourism Development Corporation, Jash Engineering, KDDL, Lehar Footwears, Manaksia Aluminium Company, Manaksia Coated Metals & Industries, Manali Petrochemicals, Mangal Compusolution, Rico Auto Industries, R M Drip and Sprinklers Systems, Steel Authority of India, Shivalik Bimetal Controls, Taj Gvk Hotels & Resorts, Tega Industries, Titagarh Rail Systems, Tamilnadu Petroproducts

 

Stock Trades Ex-Bonus

Hamps Bio

Stock Trades Ex-Date for Split

Titan Intech

Stock Trades Ex-Date for Rights

Starlineps Enterprises

Stock in F&O ban

RBL Bank

 

Source: WOWNEWS24X7, Moneycontrol, Investing.com