{"id":17203,"date":"2025-08-20T09:03:51","date_gmt":"2025-08-20T03:33:51","guid":{"rendered":"http:\/\/43.205.138.160\/?post_type=article&p=17203"},"modified":"2025-08-20T09:03:51","modified_gmt":"2025-08-20T03:33:51","slug":"morning-market-report-stocks-to-watch","status":"publish","type":"article","link":"https:\/\/signalz.pro\/article\/morning-market-report-stocks-to-watch\/","title":{"rendered":"Morning Market Report \u2013 Stocks to Watch"},"content":{"rendered":"

Bharti Airtel (+ve):<\/strong> Discontinued its 1GB\/day \u20b9249 plan. With Jio already hiking, Vodafone Idea likely to follow, setting a floor for tariffs \u2013 positive for telecom earnings.<\/p>\n

Nazara Tech (-ve):<\/strong> Gaming Bill to be tabled in Parliament today. Stricter regulations could impact online gaming companies, weighing on sentiment.<\/p>\n

Delta Corp (+ve):<\/strong> Gained 11% yesterday as it has limited online gaming exposure. Seen as a safer play in this space.<\/p>\n

HAL & Defense Stocks (+ve):<\/strong> Govt cleared \u20b962,000 cr deal for 97 Tejas Mk1A jets. Strong order pipeline boosts confidence in HAL and defense sector.<\/p>\n

Textiles (+ve):<\/strong> Govt exempts customs duty on cotton imports till Sept 2025. Yarn and spinning players expected to benefit from lower costs.<\/p>\n

IndiGo, Travel & Tourism (+ve):<\/strong> India-China to resume direct flights. A strong positive for airlines, tourism, and visa services.<\/p>\n

Ultratech Cement (+ve):<\/strong> AGM commentary upbeat. On track to reach 200 MTPA capacity by FY26, a year earlier than planned. Reflects robust demand outlook.<\/p>\n

SRF (+ve):<\/strong> Signs strategic deal with Chemours to support chemical growth in India. Adds to long-term visibility.<\/p>\n

Endurance Tech (+ve):<\/strong> Approves \u20b9136 cr capex for ABS and brake systems expansion. Positive for future growth in auto-ancillary space.<\/p>\n

Reliance & Refiners (-ve):<\/strong> Negative global commentary on Russian oil buying could impact refining margins and weigh on sentiment.<\/p>\n

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Key Themes Today<\/h3>\n
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  • \n

    Telecom:<\/strong> Tariff hike cycle supportive for earnings.<\/p>\n<\/li>\n

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    Defense:<\/strong> Strong government order flow keeps sector in focus.<\/p>\n<\/li>\n

  • \n

    Textiles:<\/strong> Duty relief helps margins.<\/p>\n<\/li>\n

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    Travel:<\/strong> Flight resumption with China to lift aviation.<\/p>\n<\/li>\n

  • \n

    Gaming:<\/strong> Regulation risk for online players, while Delta Corp gains.<\/p>\n<\/li>\n<\/ul>\n

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    Disclaimer:<\/strong> This report is for informational purposes only and not investment advice; please consult your financial advisor before acting.<\/p>\n","protected":false},"template":"","article-category":[35],"article-tags":[406,785],"class_list":["post-17203","article","type-article","status-publish","hentry","article-category-learn","article-tags-financialmarkets","article-tags-updates"],"acf":[],"_links":{"self":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article\/17203","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article"}],"about":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/types\/article"}],"wp:attachment":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media?parent=17203"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article-category?post=17203"},{"taxonomy":"article-tags","embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article-tags?post=17203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}