Welcome To SmartInvestment

Monday, August 4, 2025

Global Events

US, European Markets Negative and

Asian Markets trade with Mix trend

Nikkei down 762 (-1.87%), Hang S. UP 104 (+0.43%),

Taiwan down 142 (-0.61%), Kospi UP 17 (+0.57%)

Shanghai UP 9 (+0.28%), St.T UP 32 Points (+0.78%)

GIFT Nifty UP 65 Points (24,678)

DOW Future UP 87 Points

NASDAQ Futures UP 69 Points

Brent Crude down 0.22% and near at 69.51/bbl

S&P 500 & NASDAQ sharpest fall since April

Wall Street tumbles as Job data disappoints

July's US NFP report showed the US economy

   added just 73000 jobs in July, far below the

   market consensus of over 100000 and

   marking the smallest monthly gains this year

The US Unemployment Rate ticked up to

   4.2% in July from 4.1 in June,

   aligning with market expectations.

S&P Global Manufacturing PMI rose slightly

   to 49.8 in July, beating expectations of 49.7 and

   improving from 49.5 previously.

US Consumer Sentiment is softened in July,

   adding to the cautious economics tone.

CME FedWatch tool shows 82% odds of a

   september rate cut,up from 37% pre-NFP

Most Canadian bank will be closed

   in observance of Civic Day.

All eyes on Major events

CHF : CPI data 12.00 pm

USD : Factory Orders MoM

---

World Markets.....

US Market Negative

Dow Jones down 542 (-1.23%); NASDAQ down 472 (-2.24%), S&P down 101 (-1.60%)

European Market Negative
FTSE down 64 (-0.70%), CAC down 225 (-2.91%), DAX down 639 (-2.66%).
Asian Markets Mix

Domestic Events

-------------------------

Dollar Index down 0.37% at 98.78

Brent Crude down 0.22and near $69.51/bbl levels,

Rupees UP 7 Paisa to close at 87.54 against US$

Sector Watch

Auto, Realty, FMCG, Pharma, Healthcare,

Cement, Telecom,

Sector Avoid

IT, Banking, Metal, NBFC, Capital Goods

Indian Markets Trend

Markets to bounce back with

   Positive opening in near term

However markets recovery

    unlikely to sustain in second half

Overall Markets to reamin volatile during the session

Stock specific action expired to take centre stage

Earnings & MPC meet to drive the markets this week

-----

All eyes on....

Primary Markets

Laxmi India IPO Subscribed 1.86x on Final day

Aditya Infotech IPO Subscribed 106.23x on final day

Sri Lotus Dev. IPO Subscribed 74.10 on final day

M&B Engg. IPO Subscribed 38.11x on final day

NSDL IPO Subscribed 41.02 on final day

Listing today....

(1) Property Shares REIT IPO

(2) Repono BSE SME IPO

(3) Umiya Mobile BSE SME IPO

Q1FY26 Results on 4th August, 2025

AB Capital, BOSCH, DLF, Aurobindo Pharma,

Marico, Sona BLW, Shree Cement

----

All eyes on...

RBI MPC 3 days meeting starting today

Outcome on Wednesday

Indices

INDIAN INDICES CLOSED ON 1-8-025

Indices Closing Plus/Minus
Sensex 80,599.91 -585.67
Nifty 50 24,565.35 -203
Nifty Bank 55,671.60 -344.35
Nifty Midcap 100 56,637.15 -763.4
Nifty Smallcap 100 17,668.20 -298.65
India VIX 11.98 0.43

Daily Level

Daily Level : 4-8-2025

Stocks Sup-1 Sup-2 Sup-3 Resi-1 Resi-2 Resi-3
NIFTY  24609 24543 24465 24649 24715 24793
Bank Nifty 55755 55510 55225 55814 56050 56436
TRENT 5166 5096 5023 5184 5253 5239
Asian Paints 2425 2402 2377 2437 2461 2486
Nestle 2268 2245 2221 2280 2302 2326
SBIN 791 784 777 798 804 811
 

Momentum Buy Call

Sr. 

Co. Name

CMP

Buy above

SL

Target

Trading Session

1

Skipper Ltd.

516

520

504

532 to 540

7 to 10

Foreign Institutional Investors

FII Activites (Rs. in Cr. )

   Date      Day Gross Purchase  Gross Sale  Net Purchase 
28-7-2025 Monday 9993.78 16076.25 -6082.47
29-7-2025 Tuesday  11512.19 16148.79 -4636.60
30-7-2025 Wednesday  11888.17 12738.21 -850.04
31-7-2025 Thursday 16819.69 22408.60 -5588.91
1-8-2025 Friday  9379.46 12745.86 -3366.40

Domestic Institutional Investors

DII Activites (Rs. in Cr. )

   Date      Day Gross Purchase  Gross Sale  Net Purchase 
28-7-2025 Monday 15799.53 9034.98 6764.55
29-7-2025 Tuesday  16166.18 10019.36 6146.82
30-7-2025 Wednesday  12890.19 11061.08 1829.11
31-7-2025 Thursday  17465.71 11093.00 6372.71
1-8-2025 Friday  14990.14 11803.28 3186.86

Most Buzzing Stocks

Stocks CMP Stocks CMP
Hero Moto 4311.00 Trent 5182.00
Torrent Pharma 3678.00 Tata Power 389.00
Kaynes Techno 6370.00 Pidilite 2858.00
Godfrey Phillips 8773.00 Asian Paints 2429.00
Hyundai Motors 2181.00 Godrej Prop. 2050.00
Time Techno 452.00 Delhivery 429.00
Dilip Buildcon 458.00 JK Lakshmi 973.00
Railtel 354.00 Titagarh Rail 836.00
Jindal Stainless 706.00 Sarda Energy 439.00

Stock Watch LT

Stocks CMP Stocks CMP
MCX  7595.00 GR Infra  1215.00
Godrej Prop  2050.00 TVS Motors  2858.00
Hyundai Motor  2181.00 BOSCH  40,391.00
Kfin Teh  1101.00 Godrej Cons. 1266.00
Radico Khaitan  2841.00    

Fundamental Stocks

Stocks CMP Stocks CMP
LIC HF  570.00 Fortis Healthcare  589.00
Berger Paints  567.00 Dalmia Bharat  370.00
JSW Energy  512.00 TAj GVK  417.00

Technical Stocks

Stocks CMP Stocks CMP
HPCL  403.00 Star Health  435.00
Dabur  534.00 Bajaj Auto  8049.00
Supreme Ind  4246.00 Medplus  912.00
Shakti Pump  893.00    

Buy Stock for Today

Stocks CMP SL Target (2 Months)
Titagarh Rail 836.00 820.00 865 to 870
Time Techno 452.00 452.00 470 to 475

Sell Stock for Today

Stocks CMP Stocks CMP
ABB 5387.00 Federal Bank 196.00
Granules 451.00 Nazara Techno 1339.00
PFC 403.00 ITC 416.00
Hidalco 672.00 Infosys 1470.00
Tech Mahindra 1438.00 Kalyan Jew. 582.00
Narayana Health 1985.00    

Stock in Action

Stocks CMP Stocks CMP
NMDC  70.00 Power Grid  291.00
Nykaa 210.00 Baazar Style  269.00
Restaurnat Brands  84.00    

Primary Markets

Main Line IPOs

Sr.

No.

Issue Name

Open Date

&

Close Date

Issue Size Price

Market Lot

(Minimum

Application)

Listing Lead Manager

Rating (Out of 50%)

&

Recommendation

1 Highway Infrastructure

5-8-2025

to 

7-8-2025

Ofs 46,40,000 Shares

Fresh 1,39,31,428 Shares

Total 1,85,71,428 

Rs 130.00 CT

65 to 70

Fv Rs  5

211 Shares

Rs 14,770

BSE

SME 
Pantomath capital 

36%

Apply for Short Term

(Listing Gain)

2

Knowledge Realty

Trust REIT

5-8-2025

to

7-8-2025

48,00,000 Shares

Rs 4,800 Cr

95 to 100

150 Shares

Rs 15,000

BSE

NSE

Kotak Mah. Capital,

Axis Capital, Bofa Sec.,

IIFL Capital, JM Financial,

Morgan St., SBI Capital

Wait for Listing
3 JSW Cement

7-8-2025

to

11-8-2025

Total Issue Size Rs 3600 Cr

139 to 147

FV Rs 10

102 Shares

BSE

NSE

JM Financial, Axis Capital,

Citigroup Global, DAM Capital,

Goldman Sachs, Jefferies, 

Kotak Mah. Capita, SBI Capital

 
4 All Time Plastics

7-8-2025

to

11-8-2025

Fresh Issue Rs 280 Cr

OFS : 43,85,562 Shares

Rs 401 Cr

260 to 275

FV Rs 2

54 Shares

BSE

NSE

Intensive Fiscal,

DAM Capital

 

NSE EMERGE IPO's

  Issue Namek

Open Date &

Close Date

Issue Size Price

Market Lot

(Minimum

Application)

Listing

Lead

Manager

Rating (Out of 50%)

&

Recommendation

1 Cash Ur Drive Marketing

31-7-2025

to

4-8-2025

46,76,000 Shares

Rs 60.79 Cr

123 to 130

FV Rs 10

2000 Shares

Rs 2,60,000

NSE SME Narnolia Financial

31%

May Apply

2 Renol Polychem

31-7-2025

to

4-8-2025

24,54,000 Shares

Rs 25.77 Cr

100 to 105

FV Rs 10

4800 Shares

Rs 5,04,000

NSE SME Corporate Makers

32%

Apply for Long Term

3 Flysbs Aviation

1-8-2025

to

5-8-2025

45,57,000 Shares

Rs 102.53 Cr.

210 to 225

FV Rs 10

1200 Shares

Rs 2,70,000

NSE SME Vivro Financial

37%

Apply for Short Term

(Listing Gain)

4 Bhadora Industries

4-8-2025

to

6-8-2025

54,00,000 Shares

Rs 55.62 Cr

97 to 103

FV Rs 10

2400 Shares

Rs 2,47,200

NSE SME Unistone Capital

34%

Apply for

Mid to Long Term

5

Parth Electricals &

Engineering

4-8-2025 

to

6-8-2025

29,24,800 Shares

Rs 49.72 Cr

160 to 170

FV Rs 10

1600 Shares

Rs 2,72,000

NSE SME Kfin Technologies

32%

Apply for Long Term

6 Jyoti Global Plast

4-8-2025

to

6-8-2025

53,70,000 Shares

Rs 35.44 Cr

62 to 66

FV Rs 10

4000 Shares

Rs 2,64,000

NSE SME Unistone Capital

32%

Apply for Long Term

7 Aaradhya Disposal

4-8-2025

to

6-8-2025

38,88,000 Shares

Rs 45.10 Cr

110 to 116

FV Rs 10

2400 Shares

Rs 2,78,400

NSE SME Khambatta Securities

29%

Avoid

8 Sawaliya Foods Products Ltd

8-7-2025

to 

11-8-2025

Fresh 24,56,400 Shares 

OFS 3,00,000 Shares 

Total 29,02,800 Shares

Rs 34.83Cr

114 to 112 

FV Rs 10

1200 Shares 

Rs 2,88,000

NSE SME  Unistone Capital 

34%

Apply for Mid to Long Term

BSE SME IPO's

Issue Name

Open Date

&

Close Date

Issue Size Price

Market Lot

(Minimum

Application)

Listing

Lead

Manager

Rating (Out of 50%)

&

Recommendation

BLT Logistics

4-8-2025

to

6-8-2025

12,96,000 Shares

Rs 9.72 Cr

71 to 75

FV Rs 10

3200 Shares

Rs 2,40,000

BSE SME Beeline Capital

32%

May Apply

Essex marine

4-8-2025

to

6-8-2025

42,62,000 Shares

Rs 23.01 Cr

54

FV Rs 10

4000 Shares

Rs 2,16,000

BSE SME Khandwala Securities

27%

Avoid

Infraprime Logistics -- --

 

FV Rs 10

-- BSE SME Beeline Capital  

Grey Market Premium

Grey Markets Premium

Main Line IPOs

 
 

Grey Market Premium

           

Sr.

No.

(www.smartinvestment.in)

 

Min. Lot

Size (Shares)

Offer Price Premium

Kostak Price

(Minimum Appl.) 

Subject to

Sauda

1 Property Share (Listing today) REIT 1 10,60,000 0.00    
2 Laxmi India (Listing tomorrow) Main Board 94 150 to 158 2 to 3   200
  Small HNI / Big HNI           2,800
3 Aditya Infotech (Listing tomorrow) Main Board 22 640 to 675 290 to 300   5,000
  Small HNI / Big HNI           70,000
4 Sri Lotus Developers & Realty Main Board 100 140 to 150 36 to 37   2,800
  Small HNI / Big HNI           39,000
5 M&B Engineering Main Board 38 366 to 385 44 to 45   1,300
  Small HNI / Big HNI           18,000
6 NSDL Main Board 18 760 to 800 118 to 120   1,600
  Small HNI / Big HNI           22,500
7 Highway Infrastructure Main Board  211 65 to 70 38 to 40   6,500
  Small HNI / Big HNI           89,500
8 Knowledge Realty Trust REIT 150 95 to 100 0.00    
9 JSW Cement Main Board 102 139 to 147 20 to 21    
  Small HNI / Big HNI             
10 All Time Plastics Main Board 54 260 to 275      
11 Hero Fincorp. Main Board          
 
 
SME IPOs
 

Grey Market Premium

         

Sr.

No.

(www.smartinvestment.in)

 

Min. Lot

Size (Shares)

Offer Price Premium

Subject to Sauda

as per Premium

(For 1 Lot)

1 Repono Ltd. (Listing today) BSE SME 1200 91 to 96 15 to 16 14,500
2 Umiya Mobile Ltd (Listing today) BSE SME  2000 66 0.00 --
3 Kaytex Fabrics (Listing tomorrow) NSE SME  800 171 to 180 14 to 15 9,000
4 B.D.Industries BSE SME  1200 102 to 108 0.00  
5 Mehul Colours BSE SME 3200 68 to 72 5 to 6 7,000
6 Takyon Networks BSE SME 4000 51 to 54 0.00  
7 Cash Ur Drive Marketing NSE SME 2000 123 to 130 25 to 26 19,500
8 Renol Polychem  NSE SME 4800 100 to 105 11 to 12 11,000
9 Flysbs Aviation NSE SME 1200 210 to 225 192 to 195 89,000
10 Bhadora Industries NSE SME 2400 97 to 103 3 to 4 1,400
11 Parth Electricals & Engineering NSE SME 1600 160 to 170 21 to 22 13,500
12 Jyoti Global Plast NSE SME 4000 62 to 66 12 to 13 19,500
13 Aaradhya Disposal NSE SME 2400 110 to 116 0.00  
14 BLT Logistics BSE SME 3200 71 to 75 14 to 15 18,000
15 Essex marine BSE SME 4000 54 10 to 11 16,500
16 Sawaliya Foods Products NSE SME 2400 114 to 120    
17 ANB Metal Cast NSE SME 1600 148 to 156    
18 Current Infraprojects NSE SME -- --    

Subscription Figure of Particular IPO’s

Subscription Figure of Sri Lotus Developers

Investor

Category

Shares

Offered

1st Day

Subscribed

30-7-2025

2nd Day

Subscribed

31-7-2025

3rd Day

Subscribed

1-8-2025

QIB

2,63,33,333

5.68x

9.31x

175.61x

NII 79,00,000 3.32x 17.10x 61.82x
Retail 1,84,33,333 3.05x 9.58x 21.77x
EMP  1,47,059 3.24x 8.46x 21.37x
Total  6,86,13,724 3.86x 11.10x 74.10x

 

 

Subscription Figure of M&B Engineering

Investor

Category

Shares

Offered

1st Day

Subscribed

30-7-2025

2nd Day

Subscribed

31-7-2025

3rd Day

Subscribed

1-8-2025

QIB

1,57,16,909

0.00x

0.02x

38.63x

NII 25,24,675 0.70x 4.56x 40.22x
Retail 16,86,117 2.77x 10.16x 34.36x
EMP  57,307 2.26x 3.81x 8.59x
Total  2,75,56,034 0.70x 3.11x 38.11x

 

Subscription Figure of NSDL

Investor

Category

Shares

Offered

1st Day

Subscribed

30-7-2025

2nd Day

Subscribed

31-7-2025

3rd Day

Subscribed

1-8-2025

QIB

2,50,29,999

0.26x

1.96x

103.97x

NII 75,09,001 1.32x 11.08x 34.98x
Retail 1,75,21,001 0.84x 4.19x 7.76x
EMP  85,000 1.83x 7.69x 15.39x
Total  6,51,63,000 0.78x 5.04x 41.02x

 

Subscription Figure of SME IPO

IPO

SME

Day

Overall Subscribed

Cash Ur Drive Marketing NSE SME 2nd Day Subscribed 1.76x
Renol Polychem NSE SME 2nd Day Subscribed 1.98x
Flysbs Aviation NSE SME 1st Day Subscribed 3.35x
Bhadora Industries NSE SME Issue Opens on 4-8-2025  
Parth Electricals & Engineering NSE SME Issue Opens on 4-8-2025  
Jyoti Global Plast NSE SME Issue Opens on 4-8-2025  
Aaradhya Disposal NSE SME Issue Opens on 4-8-2025  
BLT Logistics BSE SME Issue Opens on 4-8-2025  
Essex marine BSE SME Issue Opens on 4-8-2025  
Sawaliya Foods Products Ltd NSE SME  Issue Opens On 7-8-2025  
Infraprime Logistics BSE SME -  

Performance of our Last Recommendation

Extra Field

Important Date of Current Main Line Issue

IPOs Name IPO

Closes Date

Basis of

Allotment

Refund /

Unblock

Amount

Credit of

Shares

To Demat

Listing

Date

Property Share Investment Trust REIT IPO 25-7-2025 30-7-2025 31-7-2025 31-7-2025 4-8-2025
Laxmi India Finance Main Line IPO 31-7-2025 1-8-2025 4-8-2025 4-8-2025 5-8-2025
Aditya Infotech Main Line IPO 31-7-2025 1-8-2025 4-8-2025 4-8-2025 5-8-2025
Sri Lotus Developers & Realty Main Line IPO 1-8-2025 4-8-2025 5-8-2025 5-8-2025 6-8-2025
M&B Engineering Main Line IPO 1-8-2025 4-8-2025 5-8-2025 5-8-2025 6-8-2025
NSDL Main Line IPO 1-8-2025 4-8-2025 5-8-2025 5-8-2025 6-8-2025
Highway Infrastructure Main Line IPO 7-8-2025 8-8-2025 11-8-2025 111-8-2025 12-8-2025
Knowledge Realty Trust REIT 7-8-2025 8-8-2025 11-8-2025 11-8-2025 12-8-2025
JSW Cement Main Line IPO 11-8-2025 12-8-2025 13-8-2025 13-8-2025 14-8-2025
All Time Plastics Main Board 11-8-2025 12-8-2025 13-8-2025 13-8-2025 14-8-2025

Important Date of Current SME Issue

IPOs Name IPO

Closes Date

Basis of

Allotment

Tentative

Refund /

Unblock

Amount

Credit of

Shares

To Demat

Listing

Date

Repono Ltd. BSE SME 30-7-2025 31-7-2025 1-8-2025 1-8-2025 4-8-2025
Umiya Mobile Ltd BSE SME  30-7-2025 31-7-2025 1-8-2025 1-8-2025 4-8-2025
Kaytex Fabrics NSE SME  31-7-2025 4-8-2025 4-8-2025 4-8-2025 5-8-2025
B.D.Industries BSE SME  1-8-2025 4-8-2025 5-8-2025 5-8-2025 6-8-2025
Mehul Colours BSE SME 1-8-2025 4-8-2025 5-8-2025 5-8-2025 6-8-2025
Takyon Networks BSE SME 1-8-2025 4-8-2025 5-8-2025 5-8-2025 6-8-2025
Cash Ur Drive Marketing NSE SME 4-8-2025 5-8-2025 6-8-2025 6-8-2025 7-8-2025
Renol Polychem NSE SME 4-8-2025 5-8-2025 6-8-2025 6-8-2025 7-8-2025
Flysbs Aviation NSE SME 5-8-2025 6-8-2025 7-8-2025 7-8-2025 8-8-2025
Bhadora Industries NSE SME 6-8-2025 7-8-2025 8-8-2025 8-8-2025 11-8-2025
Parth Electricals & Engineering NSE SME 6-8-2025 7-8-2025 7-8-2025 8-8-2025 11-8-2025
Jyoti Global Plast NSE SME 6-8-2025 7-8-2025 8-8-2025 8-8-2025 11-8-2025
Aaradhya Disposal NSE SME 6-8-2025 7-8-2025 8-8-2025 8-8-2025 11-8-2025
BLT Logistics BSE SME 6-8-2025 7-8-2025 8-8-2025 8-8-2025 11-8-2025
Essex marine BSE SME 6-8-2025 7-8-2025 8-8-2025 8-8-2025 11-8-2025
Sawaliya Foods Products Ltd NSE SME  11-8-2025 12-8-2025 13-8-2025 13-8-2025 14-8-2025
Infraprime Logistics BSE SME          

Listing Day Trading Information

IPO SME / Main Line

Listing Date

Code Offer Price

Listing

Price

Listing Day

High

Listing Day

Low

Listing Day

Close

Property Share Investment Trust REIT 4-8-2025   1,60,000        
Repono  BSE SME 4-8-2025   91 to 96        
Umiya Mobile Ltd BSE SNME  4-8-2025   66        
Aditya Infotech Main Line IPO 5-8-2025   640 to 675        
Laxmi India Finance Main Line IPO 5-8-2025   150 to 158        
Kaytex Fabrics NSE SME  5-8-2025   171 to 180        
B.D.Industries BSE SME  5-8-2025   102 to 108        
Mehul Colours BSE SME 6-8-2025   68 to 72        
Takyon Networks BSE SME 6-8-2025   51 to 54        
Sri Lotus Developers & Realty Main Line IPO 6-8-2025   140 to 150        
M&B Engineering Main Line IPO 6-8-2025   366 to 385        
NSDL Main Line IPO 6-8-2025   760 to 800        
Cash Ur Drive Marketing NSE SME 7-8-2025   123 to 130        
Renol Polychem NSE SME 7-8-2025   100 to 105        
Flysbs Aviation NSE SME 8-8-2025   210 to 225        
Bhadora Industries NSE SME 11-8-2025   97 to 103        
Parth Electricals & Engineering NSE SME 11-8-2025   160 to 170        
Jyoti Global Plast NSE SME 11-8-2025   62 to 66        
Aaradhya Disposal NSE SME 11-8-2025   110 to 116        
BLT Logistics BSE SME 11-8-2025   71 to 75        
Essex marine BSE SME 11-8-2025   54        
Highway Infrastructure Main Line IPO 12-8-2025   65 to 70        
Knowledge Realty Trust REIT 12-8-2025   95 to 100        
Sawaliya Foods Products Ltd NSE SME  14-8-2025   114 to 120        
JSW Cement Main Line IPO 14-8-2025   139 to 147        
All Time Plastics Main Line IPO 14-8-2025   260 to 275        

About

Smart Investment which is a part of Archi publications, a division of Archi Finmark and Communications Ltd. founded by Late Shri Kantilal M. Shah in year 2000, which is an ISO 9001:2008 (QMS)

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To prosper as a Publication firm by working hand in hand with our writers and educate investors through our services and publications.

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