Intro & Disclaimer:-
Some important companies and some important updates related to them disclaimer that all the company related news and updates that we will cover are only for educational purposes, so do not consider this as any kind of investment advice, you can also do research and analysis on your own.
KPIT Technologies – SEBI Penalty Linked to Front-Running Case:-
About KPIT Technology, then we are getting to see a link of KPIT Technology from SEBI. About KPIT being a front runner in technology. Due to which SEBI penalty has been seen being imposed. On top of some names, this penalty number is ₹45 lakh. So you can understand this thing a little bit in detail. So look, it has been mentioned here that Aqua Proof All Plast Private Limited and its director Naresh Chandra Bohra have been accused of front running by SEBI and in that allegation, SEBI has imposed a penalty of Rs 40 lakh on this company and a fine of Rs 5 lakh has been imposed on its director. Now this alligation of front running was done by him in the shares of KPIT Technology.
After the news came out, the trade was squared off and they gained a profit of around ₹ 1.5 lakh which according to SEBI is illegal and due to front running. So due to all these things SEBI has imposed penalty. But SEBI has not given any update here as to how many investors have suffered how much loss in this. But these are the things we are hearing here. Now friends, after all these things, if we talk about some more news related to KPIT Technology, then we are going to see its quarterly results after a few days.
KPIT Technologies – Q1 Results Coming Soon:-
About his dates, then we will see him on 30th July. That means, in the results of the company that will be seen on this day, the revenue profit margins of the company will be in focus but the guidance of the company will also be very important. Because the company did not give us any guidance with Q4. And this time the expectation is also that in the quarter one result of KPIT Technology, we may see the company’s revenue, profit and margin falling on q&q basis. So this is also very important as a PIT investor to keep this in mind. There is no recommendation of any kind on the basis of all these things. All things are for learning only.
BSE – Impact of Jain Street Ban & Volume Crash:-
The name of the next company is BSE LED.About yesterday, then yesterday you saw BS being in tremendous focus. Now, there was a big news behind this that news is not related to BSE but we can say that the news has created an environment of fear among the investors of BSE that in the future, we may see the growth of the company slowing down.
NSE-BSE Expiry Clash & Market Share Loss:-
Are things exact now ? You can understand it either on the basis of data or on the basis of what you are hearing. The trading volumes of NSE and the regulatory body has also created a concern. Now, you can understand this thing with a little bit of data as to what the exact things are? About the first expiry of Nifty weekly contract which we were seeing before the ban of Jain Street. If we compare the volumes seen there at that expiry with the previous expiry day, we have seen a drop of around 21% in the volumes. Drop of 21%. Now what a big number this 21% is. You can understand it like this, if we talk about the index option turnover which we saw on Thursday, it was Rs 472.5 trillion. And how much were we getting to see on July 3? Jain Study gets banned then it is obvious that we are going to see its impact in a big turnover because they had a big contribution in the Indian stock market. But at this time, a big decline is being seen in the turnover of Nifty, from which it is clear that if there is a decline in turnover, it means a decline in volumes, that is why there is a decline in turnover and if there is a decline in volumes, then it is obvious that revenue profit can face impact because of that and because of all these things, you saw BSE in trouble yesterday because we saw weak data of NSE. Now the ban that SEBI has imposed on Jain Street is not just because of the NSA. Banned from BSE. In fact, they have banned it from the entire Indian stock market. So this means that BSE may also see impact due to this. So because of all these things, there was a big question mark in the minds of investors about why we have witnessed such huge volume drops. We may see its impact in the BSE numbers in the future as well.
About its quarterly results, in the last quarter it has already reported very good growth if we talk on year on year basis or on Q& Q basis. But somewhere the market did not like this growth that much. But still, if you look at the numbers, it was good considering the bad situation. Now after this we saw many challenges related to BSE. In which there was a challenge that the expiry of NSC was done earlier and the expiry of BSE was done later. This was also approved by SEBI. Now, whoever has more volumes obviously has more business and because of this, NSE has got a huge volume and BSE has had to lose a huge volume. Market share may decline. Quarter One was in focus as to what kind of impact we would see in Quarter One. Now, after this data of Jain State, leave aside quarter one. Now in quarter two also, a big focus for investors will be on how we will see the numbers for quarter two. So if you are an investor in BSA then you should note down all these things.
Mazagon Dock Shipbuilders – Big Defense Order Buzz:-
The next company whose name is msgon dock sh builders led. About Mascon then we are getting to hear a report. The report is that we may see a novel plan of India worth Rs 2.4 trillion. Now there are three companies which can be seen taking this deal. It is obvious that it will not be given to just one company. All the companies there are going to get something or the other. But big companies can get bigger deals. Now look friends, the total details here are that there is a plan for 17 warships and nine submarines, we can say that India needs it and for that a defence order worth Rs 2.4 trillion can be approved. Now in this you can cover all the data in detail. So look, it is mentioned here that the total capacity of India is around 175 M, we can say naval capacity, here you will get to see the data till 2035. Apart from that, what orders do you get to see here ? Another project of 8th generation corvette for which a number of around ₹360 billion will be seen and this too can be said to be a part of the big defense plan of India. And apart from that, about the next generation Fragate which is seven and its total worth is around Rs 700 billion. So basically the names of three companies are mentioned here, in which one company is obviously going to be Megan Dock. Apart from that, you get to see the name of another company whose name is mentioned here, Garden Ship Builders and the third company Friends Coaching Shipyard, whose name you get to see here. So if about the stock market, then these three companies can definitely get the benefit but apart from this, there are many other companies which are not listed but yes, they can also get the benefit. So it is obvious that if seen from business purpose then we can consider this news as good and big. Now apart from this, about the execution of Mazgon, which if seen in the recent times, the sorry execution of defense company acquisitions that we have seen, in comparison to that, the execution of Mazgon is much better than what we are seeing. Now, if orders are received on the basis of all these things, then there are high chances that the execution phase of MGON is good. So due to this the execution company may be seen doing well in future also.
ZS Wellness – Announces 1:5 Stock Split:-
The next company is ZS Wellness. Recently the company had announced a split in the ratio of 1:5 in which the company had decided to give five equity shares in exchange for one share. So if you are an investor in this company then obviously this news is for you. This is not a recommendation of any kind.