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Bhasin on Mute - Courtesy SEBI
TLDR
📈 Market Recap: June 17, 2025
On Friday, June 17, 2025, Indian equity markets slipped after yesterday’s rebound. The NSE Nifty 50 declined by 0.38% to 24,846.8, while the BSE Sensex dropped 0.39% to 81,474.4. Nine of 13 sectors ended in the red amid rising geopolitical concerns, with oil, metals, and autos underperforming.
Key Drivers
Geopolitical jitters: U.S. President Trump advised Iranians to evacuate Tehran, escalating Israel‑Iran tensions and pressuring markets.
Crude oil rise: Brent climbed ~1%, adding cost-push inflation concerns and weighing on OMCs and aviation stocks.
Rupee weakness: The rupee hit a two-month low (~₹86.24/USD) on geopolitical worries and Trump’s tariff talk, adding to market stress.
Today’s Top Stories:
Hindustan Zinc Clears ₹12,000 Cr Metals Complex to Double Capacity: Hindustan Zinc approved ₹12k cr integrated zinc-lead-silver complex, doubling metal capacity in three years, though shares fell on funding worries. $HINDZINC.NSE ( ▼ 1.77% )
Siemens-Led Consortium Wins ₹4,100 Cr Bullet-Train Signalling Job: Siemens-led consortium secured ₹4,100 cr contract to supply ETCS-Level 2 signalling for India’s bullet train, ensuring 15-year annuity and boosting Siemens stock. $SIEMENS.NSE ( ▼ 0.99% )
Knowledge Realty Trust Raises ₹1,400 Cr in India’s First REIT Pre-IPO: Knowledge Realty Trust raised ₹1,400 cr from pre-IPO placement, signalling strong appetite for office REITs ahead of its planned ₹6,200 cr July–August listing.
SEBI Bars Market Guru Sanjiv Bhasin and 11 Others for Price-Rigging: SEBI imposed an interim trading ban and ₹11.4 cr disgorgement on influencer Sanjiv Bhasin and allies for alleged front-running via broadcasts and Telegram.
Weekly Derivative Expiries Shuffled: NSE Tuesday, BSE Thursday from 1 Sep: From 1 September, weekly and monthly index options will expire Tuesday on NSE and Thursday on BSE, aiming to curb speculative frenzy and streamline clearing.
INDIASTOX INVESTMENT RESEARCH HACKATHON🏆 The Results Are In! Meet the Winners of Hackathon 1The first edition of the IndiaStox Investment Research Hackathon has wrapped up, and we’re excited to announce the standout entries that rose to the top. After a detailed review process by our expert panel, here are the top five submissions that demonstrated depth, clarity, and strong investment reasoning:
📌 In the coming days, we’ll be featuring select submissions across the IndiaStox platform and community channels. 💡 If you didn’t make it this time, we encourage you to stay engaged. The next edition of the hackathon begins Very Soon..., with updated judging criteria, new themes, and higher benchmarks. 🗣️ If you valued the experience or took something away from it, feel free to share it in your own way and tag @IndiaStox on LinkedIn or X. The more thoughtful voices we bring together, the stronger this community becomes. |
TOP STORIES
1. Hindustan Zinc Clears ₹12,000 Cr Metals Complex to Double Capacity
DALL-E
Capex plan: Board approves a ₹12,000 cr integrated plant adding 250 ktpa zinc-lead and 30 t silver; completion targeted in 36 months.
Strategic goal: Part of the “2× Growth” roadmap to push refined-metal output beyond 2 Mt and lift silver’s revenue share.
Market reaction: Shares fell 4–5% on funding concerns, despite the long-term volume upside.
2. Siemens-Led Consortium Wins ₹4,100 Cr Bullet-Train Signalling Job
DALL-E
Contract size: Consortium clinches ETCS-Level 2 signalling and telecom for the 350 km/h Mumbai–Ahmedabad corridor; Siemens India’s share is ₹1,230 cr.
Competitive edge: Project positions Siemens as a core technology supplier with a 15-year O&M annuity stream.
Street view: Stock outperformed a weak market, rising 2.5% to ₹3,352.
3. Knowledge Realty Trust Raises ₹1,400 Cr in India’s First REIT Pre-IPO
DALL-E
Fund-raise: Blackstone-backed KRT sold units to HNIs and family offices ahead of a planned ₹6,200 cr IPO slated for Jul–Aug.
Portfolio snapshot: Holds 48 million square feet of Grade-A offices across six cities, signalling scale and income stability.
Market signal: Pre-IPO demand shows deepening appetite for yield assets despite an uncertain rate cycle.
4. SEBI Bars Market Guru Sanjiv Bhasin and 11 Others for Price-Rigging
DALL-E
Regulatory order: Interim ban plus ₹11.4 cr disgorgement after probe uncovered front-running via TV tips and Telegram channels.
Broader impact: Underscores SEBI’s tougher stance on influencer trading and raises compliance expectations for broker-linked analysts.
Next steps: Final penalties pending; all implicated accounts frozen during investigation.
5. Weekly Derivative Expiries Shuffled, NSE Tuesday, BSE Thursday from 1 Sep
DALL-E
Rule change: SEBI approves swapping weekly and monthly index-option expiries, standardising to two fixed days, Tuesday (NSE) and Thursday (BSE).
Objective: Aims to curb options-trading frenzy and lighten risk-management loads for clearing corporations.
Market lens: Move expected to cement NSE’s liquidity lead; BSE shares were little changed after brisk early trade.
GYAANI HOT TAKES
Disclaimer:
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