WEEKLY TRENDSETTER ( DEC 5,2025)
| 2025 | NOV 21 | NOV 28 | Ch % |
| NIFTY | 26068 | 26203 | +0.52 |
| BANK NIFTY | 58867 | 59752 | +1.5 |
| USD/INR | 89.27 | 89.49 | +0.25 |
MARKET REVIEW-The Dec series got off to a flying start with both indices touching life time highs and closing on a strong note. Over the weekend positive news in the form of Q2 GDP growth to a 6-quarter high of 8.2% should further boost sentiments. However, the broad-based performance of the market is still missing which will boost investment confidence.
INTERESTING CUES
PNGRB revises GAIL s integrated pipeline tariff to Rs 65.66 from Jan 2026
This revision is from the current rate of Rs 58.61 which is below market expectation. However, the regulator wants the PSU to focus on reducing costs rather than forcing its consumers to pay a stiff rate. In an effort to reduce the costs GAIL is working on electrification of gas-based compressors. The stock has been a huge underperformer in 2025. However, with a trailing EPS of Rs 16.6 and with a revision in tariff, earning should see improvement in the coming quarters notwithstanding the fact that the tariff revision is below expectation.
Apollo Pharmacy to add 2 stores a day to its network for next 5 years
Having crossed a milestone of 7000 stores the company has an aggressive target on the physical as well as its Apollo digital platform which has reached another major milestone with ‘Apollo Circle’, the country’s largest paid healthcare loyalty programme, crossing 10 mn members. The programme has seen rapid adoption driven by the meaningful benefits it provides, including exclusive value-added services across the Apollo care ecosystem.
Through an omni-channel ecosystem, it facilitates over 100,000 daily medicine deliveries at home, over 300,000 monthly doctor consultation bookings and 150,000 monthly diagnostic bookings to over 44 million registered users.
The company targets 100 mn customers in the next 5 years.
NIFTY –The index saw a stellar rally on the first day of the Dec expiry and the milestone of all -time high was conquered. The gainers were from a broad range of scrips from auto, pharma, banking and FMCG which is a healthy sign. The index consolidated above 26200 and the coming week could see further gain in the index and support should come at 26100.
BANK NIFTY-The index went within touching distance of 60000 before slipping to close at 59752.Participation was from private as well as PSU banks. Odds are high that 60000 should be touched in next week and support should ideally come at around 59300-500.
STOCK PICKS
YES BANK (22.93)-The stock has taken good support at around 22 and looks poised to move upwards for a possible target of 24.3 and beyond in the coming weeks. Accumulation could be considered for a possible target of 26 in the medium term.
RR Kabel (1402)-The stock has consolidated well above 1350 and formed a weekly bullish engulfing pattern and looks poised to higher levels of 1475 in the coming weeks. Accumulation could be considered at declines.
Wishing all readers a good week ahead!
Note: Any queries /clarifications may be addressed to stockmasala@gmail.com .
Krish Subramanyam