OMKARA CAPITAL – DAILY NEWSLETTER (26th May 2026)
Headlines • FM Sitharaman says govt open to hear investor concerns on LTCG, STCG taxation • US Secretary of State Marco Rubio says – trade deal with India may be done in weeks, not months (keep textile of radar for sure) Stocks in news • Solar projects must use Indian-made cells from June 2026.
OMKARA CAPITAL – DAILY NEWSLETTER (22nd May 2026)
Headlines: • US-Iran deal rumours again in the night, but no final news after the news • Nomura on Sansera: Raise target price to Rs 3,114 from Rs 2,342 • On radar: Shilpa Medicare, Gokaldas earnings today. Belrise on Sunday. Sudarshan Chem, Aarti Pharma on Monday. • Happy Forging concall at 1030
OMKARA CAPITAL – DAILY NEWSLETTER (21st May 2026)
Headlines • Sansera Q4 PAT at Rs 123 cr vs 59 cr – BLASTTTTTTTTTTTT Serious efforts are underway to finalize a draft agreement between Iran and the US, Al Arabiya sources say MARKET COMMENTARY: GOOD NEWS SOON? While we wait for some good news to come from USA & Iran, and which
Quant Picks - 21 May 2026
Quant Picks - 21st May 2026 Weekly Quantitative Analysis Our quantitative screener has flagged the following stocks based on momentum and value parameters this week. Top Momentum Picks * Sansera Engineering (SANSERA) - Strong earnings momentum, RSI breakout above 65 * Happy Forgings (HAPPYFORGE) - Breakout above 200 DMA with 2x average
Thursday, 21 May 2026
21st May 2026, Thursday Headlines * Sansera Q4 PAT at Rs 123 cr vs Rs 59 cr - strong earnings beat * Iran-US draft agreement efforts underway, Al Arabiya sources say * Crude oil down nearly 6%; US markets surged overnight MARKET COMMENTARY: GOOD NEWS SOON? While we wait for some good news
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Wednesday, 20 May 2026
20th May 2026, Wednesday Headlines * Nifty closes above 24,500 - bulls in control * FII net buyers for 3rd consecutive session * RBI holds repo rate at 6.0%; stance changed to accommodative MARKET COMMENTARY Markets continued their positive momentum today with broad-based buying. Midcap and smallcap indices outperformed the benchmark.
Tuesday, 19 May 2026
19th May 2026, Tuesday Headlines * Infosys raises FY27 guidance on strong deal wins * GST collections at Rs 2.1 lakh crore in April - record high * US Fed signals no rate cut before September MARKET COMMENTARY IT sector leading gains after Infosys guidance upgrade. The broader market remains in a
Client Webinar- 17th May 2026
Quant Picks - 14 May 2026
Quant Picks - 14th May 2026 Weekly Quantitative Analysis Screener update: 12 new stocks entered the momentum universe this week. 3 stocks exited on mean-reversion signals. New Entries * Exide Industries (EXIDEIND) - EV battery tailwind, strong volume accumulation * Sundram Fasteners (SUNDRMFAST) - Consistent earnings compounder, recent dip is an opportunity