Market Pulse: Daily Stock & IPO Summary

Date: December 9, 2025

🚨 Important Attribution & Disclaimer

The financial information, stock picks, and news summaries presented below are sourced directly from Zee Business. This report is a comprehensive summary of their daily market coverage, including "First Trade", "Corporate Radar", and "Final Trade".

This page just summarizes the dsicussions and is not owned by a SEBI registered financial advisor. The original analysis and viewpoints belong to the experts featured on Zee Business. Please consult a qualified financial advisor before making any investment decisions.

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📊 Analyst's Note: The "Value in Chaos" Rotation

Zee Business Context: The channel highlighted significant volatility with the Nifty testing critical support at 25,700-25,800 before recovering. Key triggers discussed included the upcoming US Fed meeting, Trump's tariff comments on Indian rice, and FII selling pressure. A notable rotation was observed with "beaten-down" stocks like Kaynes Tech and Indigo showing sharp recoveries.

My Original Analysis:

🚀 IPO Watch & Primary Market

IPO / Company Status / News Details
Nephro Care Health Opening Soon Deep Dive: Pure-play dialysis network with 519 clinics. Profitable at PAT level since FY23. Highest EBITDA margins in industry (~30-33%). IPO funds to open new clinics and repay debt.
Corona Remedies Open for Sub Subscription approx 3-4.5x. Price Band: ₹108-162.
Wakefit Innovations Open for Sub Subscription approx 30%. Price Band: ₹185-195.

🎤 Corporate Radar: Key Interviews

Physics Wallah (Prateek Maheshwari, Co-founder)

Results: Q2 revenue up 26%, profit jumped 62%.

Outlook: Q3 is expected to be their best quarter due to seasonality. Targeting 20%+ EBITDA margins.

Expansion: Investing ₹488 Cr in subsidiaries. Plan to open 75 new offline centers next year and hit 200 centers within 3 years.

📈 Comprehensive Stock Picks

Stock Action Target / Entry Stop Loss Advisor / Segment Rationale / Notes
Kaynes Technology Hold/Recover -- 3750 (Base) Anil Singhvi "Love me or hate me" stock. Massive bounce from oversold levels. Data suggests bottoming out.
IndiGo (Interglobe) Hold/Bounce 5200 -- Kunal Saraogi CEO clarified operations normalizing; Expect pullback but strategy is to sell on rise.
Bharat Dynamics Sell Fut 1350 1460 Arpit Beriwal Monthly chart breakdown.
Prestige Estates Sell 1450-1455 1711 Rakesh Bansal Negative crossover; weak realty sentiment.
Policybazaar Buy 1975 1875 Jay Thakkar Jackpot pick; relative strength in weak market.
Colgate Palmolive Buy Fut 2250, 2290 2140 Jay Thakkar Short covering indications; positive divergence.
CG Power Buy 685, 700 652 Sumit Bagadia Strong recovery candle after 15 days of fall.
Tech Mahindra Buy Put 23 (1540 PE) 12 Rupak De Correction expected after significant upside.
ICICI Bank Buy Put 16 (1360 PE) 6 Rupak De Negative sentiment; breakdown on hourly charts.
Anant Raj Buy (Invest) 625-630 -- Avinash Gorakshakar Strong cash flows; Data center expansion. 6-12 month view.
Shriram Pistons Buy 3200-3250 -- Avinash Gorakshakar Acquisition of foreign unit to boost revenue.
Ajanta Pharma Buy 3500-3900 2400 (Base) Sandeep Jain Strong RoE/RoCE; Excellent Q2 results. Long term.
Redington Buy 295-310 259 Sandeep Jain Best ever quarter; beneficiary of hardware price rise.
Navin Fluorine Buy 6200 5400 Sudip Shah Strong results breakout; buy on dips around 5500.
Sansera Engineering Buy 1725 1650 Siddharth Khemka Auto/Aerospace exposure; expansion in Bangalore.

🔍 Stock Social: Viewer Queries

Specific advice given to viewers regarding their existing holdings.

Stock Expert Action Analysis/Levels
Bajaj Hindusthan Sugar Shivangi Sarda Exit Stock has been in a downtrend for 5 months. Resistance at 23. Exit to avoid capital erosion.
Netweb Technologies Shivangi Sarda Exit Despite recent sector momentum, the stock is consolidating below key averages. Better to book profits/exit.
Chennai Petro Nilesh Jain Hold Strong structure. Support at 50-EMA. SL: 870. Target: 950, then 1000-1100.
TVS Supply Chain Nilesh Jain Exit on Rise Trading below moving averages. Supply pressure at higher levels. Exit on pullback to 113-120. SL: 98.

🛢️ Commodity Strategy

Divergent views today: Morning experts were bearish due to Fed fears; Afternoon experts were bullish on dips.

Commodity Strategy Entry Stop Loss Target Expert
Gold (Feb) Sell 73,500 73,200 72,900 Ajay Kedia
Gold (Feb) Buy 72,900 72,400 73,300 Manoj Jain
Silver (Mar) Sell 82,800 83,500 81,500 Ajay Kedia
Silver (Mar) Buy 79,500 76,500 81,500 Manoj Jain
Crude Oil Sell 5350 -- 5280 Ajay Kedia
Copper Buy 1070-1072 1055 1100 Manoj Jain

📰 News & Policy Trends

"Right to Disconnect" Bill: Private member bill introduced in Lok Sabha. Proposes employees have the right not to answer work calls/emails after hours. Panel view: Unlikely to pass soon but sparks important debate.
Mutual Fund Gifting: SEBI eased rules. Units can now be transferred to family/friends without immediate redemption or tax (tax applies when receiver sells).
US Tariff on Rice: Trump's comments on tariffs caused ripples in rice stocks (LT Foods, KRBL), though experts like Ajay Bhalotia suggest the impact on Basmati (India's main export to US) is minimal compared to non-Basmati.

👥 Top Advisor Picks at a Glance

Sandeep Jain
Siddharth Khemka (Motilal Oswal)
Kunal Saraogi
Sudip Shah