FOMO TO FMA | July 3, 2025
📈 U.S. Markets (Futures)
• Nasdaq: +4.25 (≈ +0.02%)
• Dow Jones: +30.00 (≈ +0.07%)
• S&P 500: +2.25 (≈ +0.04%)
🇪🇺 European Futures
• FTSE 100: +25.00 (≈ +0.28%)
• DAX: +116.82 (≈ +0.49%)
• CAC 40: +75.83 (≈ +0.99%)
🌏 Asian Markets
• Nikkei 225: -36.58 (≈ -0.09%)
•Hang Seng: -180.41 (≈ -0.74%)
• KOSPI: +26.67 (≈ +0.87%)
•SSEC: +2.53 (≈ -0.07%)
•TAIEX: +184.42 (≈ +0.82%)
• GIFT Nifty Futures: 25,570.50 (+0.05%)
Note: SGX Nifty reflects mild upside for Indian markets.
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FII and DII Trading Activity July 2, 2025 in Cash market:
FIIs: Net Sell of ₹1561.62 crore
DIIs: Net Buy of ₹3036.68 crore
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MORNING CONTEXT
• U.S. futures are slightly positive ahead of key jobs data.
• Indices hover near record highs with optimism on earnings & trade talks.
• Market focus remains on Fed signals and tariff negotiations.
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WHAT TO WATCH TODAY
• U.S. Jobs Data: ADP and nonfarm payrolls crucial for Fed direction
• Trade Developments: Tariff decisions could impact global sentiment
• GIFT Nifty: Remains a key early indicator for Indian market open
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CORPORATE DEVELOPMENTS
POSITIVE NEWS
1. Indian Bank posts 10.2% YoY business growth to ₹13.44 lakh crore (Positive)
2. PNB sees 12.2% rise in domestic deposits and 9.7% loan growth (Positive)
3. ABS Marine Services bags long-term Deendayal Port deal + ₹3.79 Cr fire order (Positive)
4. GVP Infotech & Minosha finalize ₹200 Mn legal settlement (Positive)
5. LMW Ltd retains full ownership of global unit with new investments (Positive)
6. Tinna Rubber raises ₹78.7 Cr via first-ever QIP (Positive)
7. Waaree wins large MSKVY 2.0 solar project (Positive)
8. CFF Fluid Control launches FPO at ₹585/share (Positive)
9. Shivalic secures ₹80 lakh automotive sector order (Positive)
10. Sandhar Technologies opens new Unit-III plant (Positive)
11. GTL Ltd settles all dues with Canara Bank (Positive)
12. Tiger Logistics clears path for NSE mainboard listing (Positive)
13. Shriram AMC invests ₹5 Mn in MF Utilities infra (Positive)
14. Baazar Style Retail reports 23% YoY revenue jump in Q1 FY26 (Positive)
15. Wagend Infra approves ₹250 Cr investment in Broxite Minerals (Positive)
16. DMart reports ₹15,932 Cr Q1 revenue, expanding retail footprint (Positive)
17. Ashiana Ispat expands via six TMT service agreements (Positive)
18. Sylph Tech acquires 25% stake in Semitrone Conchem (Positive)
19. Nestlé India funds ₹1.05 Bn Maggi expansion internally (Positive)
20. Motilal Oswal AMC crosses ₹1.5 Trillion in AUM (Positive)
21. GMR wins tribunal order for fresh tariff recalculation (Positive)
22. MIRC Electronics raises ₹600 Mn via NCDs (Positive)
23. United Heat Transfer wins ₹7.7 Mn order (Positive)
24. GHCL Textiles adds 25,536 spindles to Paravai unit (Positive)
25. Aurobindo Pharma receives EU approval for cancer biosimilar Dazublys (Positive)
26. Pavna Industries announces 1:10 stock split to boost retail participation (Positive)
27. AIA Engineering benefits from Brazil duty cut to 2.90% (Positive)
28. Veefin Unit acquires 26.55% stake in White Rivers Media (Positive)
29. Lucent Industries to acquire Mobavenue for ₹596.8 Mn (Positive)
30. Le Lavoir invests ₹100 Cr in Shree Vrajendra Foods via preferential allotment (Positive)
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NEUTRAL NEWS
1. Indian Bank reduces 1-year MCLR to 9.00% (Neutral)
2. RBL Bank denies stake sale talks with Emirates NBD (Neutral)
3. Mumbai Airport receives Fitch ‘BBB-’ rating for bond issue (Neutral)
4. Banga Family plans ₹1,284 Cr block deal in Nykaa (Neutral)
5. Huhtamaki India refutes major business expansion rumors (Neutral)
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NEGATIVE NEWS
1. Enviro Infra Engineers hit by ₹111.5 Mn cyber fraud (Negative)
2. Max Financial / Axis Max Life under cyber threat probe (Negative)
3. IRCTC receives ₹1.85 Cr tax demand (Negative)
4. Indo Tech Transformers faces labor unrest at Kancheepuram unit (Negative)
5. Hindustan Zinc reports Q1 drop in silver & refined metal output (Negative)
6. Scan Projects reappoints Sunil Chandra post-exit—raises governance flags (Negative)
7. Bliss GVS Pharma faces scrutiny over ₹66.4 Mn tax refund (Negative)
8. Akzo Nobel India under GST investigation in Maharashtra (Negative)
9. Voltas receives ₹2.65 Bn GST show-cause notice (Negative)
10. Foxconn recalls Chinese staff—Apple India operations disrupted (Negative)
STOCKS TO WATCH :
- PNB
- INDIAN BANK
- LUCENT IND
- DMART
- MOTILAL OSWAL FINANCIAL SERVICES LTD
FNO BAN LIST : RBL BANK
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