Video summary

đź”´Morning Call LIVE | Stock Market | Top Stocks Today | Morning Business News | Anuj Singhal

Main summary

Key takeaways

Finance

Market & macro backdrop (India + global)

  • Nifty: up ~70 points at the time of the call.
  • Crude oil: fell ~5% and slipped below 87; later mentioned levels around 86.8 and ~86.3.
  • US 10-year Treasury yield: cooled to ~4.63% (from ~4.71% earlier in the day).
  • Gold & silver: rising trend continued
    • Gold near ~$4700/oz
    • Silver around ~68.5–68.6 (levels repeatedly cited as elevated)

Major US/Global event risks (same evening)

  • US data: Q2 GDP and July PCE inflation (key Fed/FOMC input)
  • Nvidia earnings: due this evening
    • Emphasis that Nvidia is a key driver of “AI trading” and overall market sentiment
  • Salesforce results also due this evening
  • Sector implication: Indian IT expected “wait-and-watch” due to Nvidia/semi/US macro linkage

Rates/inflation linkage strategy discussed

  • With crude falling, the call suggested inflation concerns reduce, supporting gold/silver.
  • Dollar index strength was referenced, but precious metals were still treated as bullish due to reduced inflation pressure.

Derivatives / index approach (Nifty, Nifty Bank) — framework from the panel

Presenter(s) discussed a zone-based “Base” approach using option writer concentrations and moving averages.

Key concepts & steps

  • “Wait for recovery; stock-specific approach” (high-level guidance)
  • Use Base One (put-writer zone) as the main support reference for dip-buying:
    • “As long as you are holding Base One… admire Base One to buy dips.”
  • Define RS1 / RS2 as subsequent strength/trigger zones if Base One holds
  • Emphasis that crude is in your favor:
    • If markets dip, dips toward Base One are expected to be rewarded
  • Mentions specific Dema levels (moving average references):
    • “Put writer zone + 100 Dema and 50 Dema” as a confluence support idea

Numbers and levels cited (Nifty)

  • Series close comparison (figures appear inconsistent due to subtitle errors):
    • Previous close: ~24383
    • Current referenced close: ~24334
  • Call/put concentration:
    • Max call outstanding: around 24500
    • Put concentration: around ~24200
  • Base/put writer closing support:
    • Held position near where biggest put writers were on a closing basis at ~24200
  • Adjusted interpretation:
    • “If you remove extra premium of ~70 points…” implying ~24250
  • Constructive triggers:
    • Failure at higher levels → shift focus to intraday dips

Key numbers and levels cited (Nifty Bank)

  • Series close:
    • Nifty Bank closed ~57264 vs previous series close ~57514
  • Rollover:
    • Nifty rollover: 77% vs 71% last month; 74% 3-month average
    • Nifty Bank rollover: 79% vs 76% last month
  • Put/call strongholds (“butt placement”):
    • ~58000: “stronghold” for call writers
    • ~57000: “stronghold” for put writers
  • 50-day EMA:
    • Mentioned around ~57200
  • First test / resistance points:
    • ~57640 and ~57770
    • If it cuts last week’s swing high (~5840) → next resistance indicated as RS2 ~5880 (exact mapping noted as noisy due to subtitle issues)

FII/F&O positioning & sentiment

  • FII net short contracts
    • Earlier: ~2,000 net short contracts (subtitle mixes notation)
    • Later: ~â‚ą1.84 lakh net short contracts
      • Still high, but down by ~5,000 vs last month (subtitle also references “20,000 vs 21,000 contracts”)
  • Cash commitments / flow context (subtitle numbers inconsistent, but directionally described):
    • August: FIs received cash commitments first time at â‚ą1172 crore
    • In the new series context: FIs ~â‚ą193 crore, DI ~â‚ą230 crore
    • Index sold figures also cited (subtitles inconsistent)

Stock-specific ideas (calls + risk levels)

Prakash Gaba (PrakashGaba.com)

  • Adani Solutions
    • Trading around: ~â‚ą1590
    • Target: ~â‚ą1620
    • Stop-loss: ~â‚ą1571
    • Rationale: base formed after ~5–6 weeks of decline; 4-day base
  • Angel One (also referenced as a buy-side idea)
    • Narrative suggests a breakout/trade around ~â‚ą300, with stop at â‚ą308
    • Exact ticker-to-level mapping is unclear due to subtitle garbling
  • Also mentioned as liked: Adani Energy Solutions and Angel One
    • “Note down” style levels were referenced, but only one clear numeric stop/target pair is readable

Ajay Kedia (KD Advisory) — commodity trading (gold/silver)

  • Gold
    • Target zone: ~â‚ą1,61,500
    • Upside level mentioned: ~â‚ą1,64,000
  • Silver
    • Setup described: consolidation followed by a breakout attempt
    • Level to aim for: ~â‚ą74–₹75 (readability issues)
    • Target mentioned: ~â‚ą48,000 (appears mismatched for silver unit; subtitle transcription/scale errors likely)

Stock news / block deals focus (from the markets news segment)

Upcoming / possible block deals

  • Groww
    • Block deal mentioned: ~â‚ą100 crore earlier
    • Later cited: ~â‚ą1914 crore possible
    • Seller: Ribbit Capital ~1.6%
      • Floor price: ~â‚ą195
      • Discount: ~4%
  • Welspun Corp (also referenced as Welsp Cop / Welspun Investment context)
    • Possible block deal: ~â‚ą1,418 crore
    • Promoter group / MD-CEO Vipul Mathur company may sell ~2.4%
    • Floor price cited around ~â‚ą2250 (discount ~4%)
    • Subtitle inconsistency also mentioned ~â‚ą250 per share
  • Hindustan Copper OFS
    • Non-retail subscribed: ~3.4x
    • Allotment price: â‚ą520
    • Retail bid floor: â‚ą514
    • Government option: 3% green shoe
    • Raise planned: ~â‚ą3000 crore
    • Risk/disclosures: USFDA issued 7 objections for Pitampura unit
      • Inspection window: 17th–25th Aug

Other company/sector news

  • Varun Beverages: entering ready-to-drink and alcoholic beverages via a new subsidiary; new CEO/MD appointed
  • UBL: expanding premium brand Henican Silver to Kerala, Odisha, Madhya Pradesh
  • NBCC: new orders ~â‚ą122 crore from Rajasthan govt to build 170 school buildings
  • Time Technoplast: subsidiary merger consideration (TPL Plastics stake referenced around ~74–75%)
  • Jio Financial Services: AGM day
  • Juniper Green Energy: upcoming June quarter results
  • Rustomji: board/keynote fund-raising proposals mentioned (details garbled)
  • JSW MG Motor / EV context: MG Hectare Tomahawk EV launch; competitor context included (Mahindra XEV 9X)

Ticker list / instruments mentioned

Indices

  • Nifty, Nifty Bank, Mid-cap index (record high mentioned)

Equities / stocks

  • Adani Solutions, Adani Energy Solutions, Angel One, Groww, Welspun Corp, Hindustan Copper, Varun Beverages, UBL, NBCC, Time Technoplast (and TPL Plastics), Jio Financial Services, Juniper Green Energy, Ribbit Capital (seller mentioned)

Commodities

  • Crude oil, Gold, Silver

US macro benchmark (not tickers)

  • US 10-year bond yield, PCE, GDP

Crypto

  • None mentioned

Explicit recommendations / cautions captured

  • Dip-buying bias while Nifty holds “Base One” (put-writer zone).
  • Avoid/limit shorting:
    • “No shorting thoughts… constructive thoughts will remain” while holding Base One
  • Event-driven caution
    • US macro (GDP/PCE) and Nvidia earnings due this evening
    • Especially for Indian IT → expected “wait and watch mode”
  • Trade risk approach (specific, as readable):
    • Adani Solutions: target ~â‚ą1620, stop ~â‚ą1571
    • Angel One: stop â‚ą308, target around â‚ą300 (ticker/level association unclear due to subtitle errors)

Disclosures / disclaimers

  • No clear “not financial advice” disclaimer appears in the provided subtitles.

Presenters / sources mentioned

  • Ashish Verma (host; welcomed viewers)
  • Anuj Singhal (appears in video title)
  • CNBC Awaaz / Motilal Oswal Studios
  • Prakash Gaba (PrakashGaba.com)
  • Ajay Kedia (KD Advisory)
  • Ajay Sir / KD Advisory team referenced in commodity segment

Original video