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Market Commentary

Overnight global action was positive: On 04 th Aug 2025, U.S. markets were positive with S&P 500 up by +92 pts (+1.5%), Dow Jones was up by +585 pts (+1.34%) and Nasdaq was up by +425 pts (+1.87%). India VIX was down by ~1.2%. GIFT Nifty is trading negative at ~24,706 (-77 pts, -0.31%) indicating Indian markets will open flat.

Yesterday, advance decline ratio on NSE was 1,828 : 1,166 and BSE was 2216 : 1931, which showed strength in the overall markets.

Index Options Data Analysis:

Sensex max call OI is at 82,000 and max put OI is at 80,500 with PCR of 0.92

Nifty max call OI is at 25,000 and max put OI is at 24,600 with PCR of 0.84

Bank Nifty max call OI and max put OI both are at 56,000 with PCR of 0.84

Securities in Ban for F&O Trade for 05-AUG-2025:

PNBHOUSING

Sectors in Focus:

Metal : Nifty metal index was up by +2.48%, SAIL (+4.56%), Tata Steel (+4.08%) and JSL (+3.68%) were leading the index.

Realty : Nifty realty index was up by +1.77% with Lodha (+2.85%), Godrej Properties (+2.69%) and DLF (+2.37%) contributing positively to the index.

Consumer Durables : Nifty consumer durables index was up by +1.37%, top gainers were Blue Star Co (+3.06%), Century Ply (+2.46%) and Kalyan Jewellers (+2.09%).

Auto : Hero Moto Co (+5.18%), TI India (+3.24%) and Exide Ind (+3.19%) supported the Nifty Auto index by +1.61%

IT : Nifty IT index was up by +1.6% with TCS (+2.52%), Tech Mahindra (+2.52%) and Coforge (+2.27%) among the gainers.

FMCG : Nifty FMCG index was down by -0.1% with Radico (- 1.37%), Godrej CP (-1.31%) and Emami Ltd (-1.24%) among the top losers.

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