India Eyes Uranium Imports from Namibia to Boost Energy and
Strategic Ties
Likely Indian Listed Beneficiaries:
■ Uranium/Nuclear Power: NPCIL
(unlisted), NTPC (nuclear JV), BHEL (nuclear EPC), L&T (reactor components)
■
Defence Equipment Exporters: Bharat Electronics (BEL) Hindustan Aeronautics
(HAL) BEML, Bharat Dynamics (BDL)
■
Mineral & PSU Investors: NMDC, Hindustan Copper, Vedanta, Coal India, ONGC
Videsh (via ONGC)
■ Oil
& Gas Exploration: ONGC, Oil India, Reliance, GAIL (LNG linkage potential)
KEI Industries: Management Says Too Early to Assess
Impact of Trump's Copper Tariffs
The company clarified that the US tariffs apply to raw
copper, not copper cathodes used in cables and wires.
Management noted it is too early to determine any
operational or export impact.
There may be a potential indirect effect if US demand for
copper-based products slows down.
JP MORGAN INTIATE COVERAGE ON EMS
AMBER ENT; NEUTRAL, TARGET 7350
CYIENT DLM; NEUTRAL, TARGET 450
AVALON TECH; UNDERWEIGHT, TARGET 650
SYRMA: OVERWEIGHT, TARGET 800
DIXON TECH; OVERWEIGHT, TARGET 17,700
KAYNES; OVERWEIGHT, TARGET 7150
JUNE MF DATA
§
Liquid Fund Outflow At ₹25,196 Cr Vs 40,205.4 Cr
Outflow (MoM)
§
ETF Inflow At ₹844.43 Cr Vs ₹4,086.8 Cr Inflow
(MoM)
§
Credit Risk Fund Outflow At 168 Cr Vs 248 Cr
Outflow (MoM)
§
ELSS Fund Outflow At ₹556 Cr Vs 678 Cr Outflow
(MoM)
§
Active Equity Funds See Inflows Of ₹23,587 Cr Vs
Net Inflow Of ₹19,013 Cr (MoM)
§
Large-Cap Funds See Inflows Of ₹1,694 Cr Vs Net
inflow of ₹1,250 Cr (MOM)
§
Mid-Cap Funds See Inflows Of ₹3,754 Cr Vs Net
inflow of ₹2,809 Cr (MoM)
§
Small-Cap Funds See Inflows Of ₹4,024 Cr Vs Net
Inflow Of ₹3,214 Cr (MoM)
§
Flexi-Cap Funds See Inflows Of ₹5,733 Cr Vs Net
inflow Of ₹3,841 Cr (MOM)
§
Sectoral/Thematic Funds See Inflows Of ₹476 Cr
Vs Net inflow Of ₹2,052 Cr (Mom)
§
NFO Inflows At ₹1,986 Cr Vs ₹4,170 Cr (MoM)
§
Active Equity Funds See Inflows Of ₹23,587 Cr Vs
Net Inflow of ₹19,013 Cr (MoM)
ETERNAL, SWIGGY: Zepto is set to raise $450-500
million in fresh funding at a post-money valuation of $7 billion, up 40% from
last year -CNBC-TV18.
Existing investors General Catalyst and Avenir Growth are
leading the round, with others participating pro rata.
The deal is in advanced stages and is expected to close
soon.
This could intensify competition in quick commerce and
impact peers like Swiggy Instamart and Reliance-backed Eternal.
RELIANCE IND: Reliance Retail IPO is unlikely before 2027 or
2028, according to Reuters.
Reliance Jio Platforms IPO is also reportedly delayed, with
no listing planned for 2025.
Earlier expectations pointed to a second-half 2025 IPO, but
there is now no confirmed timeline.
Beat the Street Delays in both listings may impact near-term
valuation unlocking for investors.
SOURCES SAY
• GST on mining equipment likely to be rationalised
• Mines Ministry approaches Finance Ministry for
rationalisation of GST on mining equipment
• Issues related to inverted duty structure and green mining
discussed with the industry
• Mines Ministry wants GST rate on equipment used in green
mining to be slashed to 5%
• Industry has also urged rationalisation of the inverted
duty structure on various equipment
• GST on components such as hydraulics and electronics
attracts 18%
• However, final equipment such as crawler cranes and
drilling rigs is taxed at 12%
• Mines Ministry wants these issues to be addressed to
encourage critical minerals mining
• Issues likely to be part of the wider rate rationalisation
being examined by the GST GOM
Sponso
This Content Sponsored by Buymote Shopping app
BuyMote E-Shopping Application is One of the Online Shopping App
Now Available on Play Store & App Store (Buymote E-Shopping)
Click Below Link and Install Application: https://buymote.shop/links/0f5993744a9213079a6b53e8
Sponsor Content: #buymote #buymoteeshopping #buymoteonline #buymoteshopping #buymoteapplication
No comments:
Post a Comment