πΉ Market Overview
- Sensex closed at 81,101 (+314 points / +0.39%).
- Nifty 50 ended at 24,869 (+96 points / +0.39%).
- Bank Nifty was range-bound but remained stable near its recent support zone.
- Market sentiment was positive, largely driven by IT stocks, especially Infosys, on buyback news.
πΉ Sectoral Performance
- IT Sector: Strongest performer of the day. Infosys, HCL Tech, Tech Mahindra, and TCS lifted the index.
- Consumer Discretionary: Showed steady gains.
- Auto Sector: Mixed performance, some profit booking after the recent rally.
- Metals & Energy: Flat to slightly negative.
πΉ Top 5 Gainers (Nifty 50)
- Infosys β up ~5% on buyback announcement plans.
- HCL Technologies β up ~1.8%.
- Tech Mahindra β up ~1.5%.
- Adani Ports β up ~1.5%.
- TCS β up ~1%.
πΉ Top 5 Losers (Nifty 50)
- Broader market losers were scattered across Auto & Metal stocks.
- Key laggards included: Tata Motors, Mahindra & Mahindra, JSW Steel, NTPC, and Hindalco (each down around 0.3β1%).
πΉ Institutional Activity
- FII (Foreign Institutional Investors): Net Sellers of approx βΉ2,169 crore.
- DII (Domestic Institutional Investors): Net Buyers of approx βΉ3,014 crore.
π This indicates DIIs strongly supported the market despite FII selling pressure.
πΉ Key Market Triggers
- Infosys: Board meeting on 11 Sept 2025 to consider a share buyback β boosted IT sector.
- Nifty: Holding crucial support near 24,800. A decisive move above 24,900β25,000 may trigger the next uptrend.
- Global cues: US markets mixed; oil prices stable; no major negative triggers.
πΉ Technical View for Tomorrow (10 Sep 2025)
- Nifty 50:
- Support: 24,750 β 24,800.
- Resistance: 24,950 β 25,050.
- Bank Nifty:
- Support: 50,900 β 51,000.
- Resistance: 51,600 β 51,800.
- Sensex:
- Support: 80,600 β 80,700.
- Resistance: 81,400 β 81,600.
π Market outlook: Bullish bias with stock-specific action in IT, selective Banking, and Infra stocks.
πΉ Long-Term Stock of the Day
Infosys (INFY)
- Fundamentals:
- Strong balance sheet, zero debt, consistent dividend payout.
- Leader in digital transformation & AI-related services.
- Buyback news adds confidence and enhances shareholder value.
- Technicals:
- Closed near dayβs high with strong volumes.
- Next resistance: βΉ1,850; Support: βΉ1,720.
- Investment View: Accumulate for long term (3+ years). Target potential βΉ2,300β2,500.
π Growth Stock of the Day β
Adani Ports & SEZ (ADANIPORTS)
πΉ Fundamental Analysis
- Business Strength: Largest private multi-port operator in India, handling >25% of Indiaβs cargo.
- Revenue Growth: Strong CAGR of ~15% over the last 5 years.
- Profitability: Healthy operating margins (35β40%), stable cash flows.
- Debt Position: Moderately leveraged, but debt is well-structured and being reduced steadily.
- Expansion: Aggressive expansion in ports, logistics, and SEZs β strong long-term growth story.
- Global Trade: Rising export-import activity in India supports sustainable growth.
πΉ Technical Analysis
- Current Price (9 Sept 2025 Close): ~βΉ1,430
- Support Levels: βΉ1,390 / βΉ1,360
- Resistance Levels: βΉ1,470 / βΉ1,520
- Trend: Stock has formed higher highs and higher lows β a bullish pattern.
- Indicators:
- RSI near 60 β positive momentum but not overbought.
- 50-DMA above 200-DMA β confirms uptrend.
πΉ Investment Recommendation
- View: Growth + Long-Term (3β5 years).
- Why Invest?
- Monopoly-like positioning in ports.
- Strategic infra + logistics expansion.
- Beneficiary of Indiaβs growing trade and infrastructure push.
- Buy Range: Accumulate between βΉ1,390 β βΉ1,450.
- Long-Term Target: βΉ1,900 β βΉ2,100 (potential upside 30β40%).
β My Call: Strong long-term growth stock β Buy on dips.