QUANT SECTION: 7th JULY 2026

FUTURES
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• Gift Nifty: 24,551, up 71 pts vs Nifty Fut close of 24,480
• Dow Future: 53,459, up 87 points
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▪️ FUND FLOWS (RS CR)
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Cash Market
• FII's: +243
• DII's: +3791
FII's in F&O
• Index Futures: +1,538.66 Cr (+9.5k lots)
• Nifty: +1,231.50 Cr (7.7k lots of buying)
• Bank Nifty: +315.48 Cr (1.8k lots of buying)
• Index Options: +3,592.94 Cr
• Stock Futures: +1,452.93 Cr (24.7k lots of buying)
• Stock Options: -671.29 Cr
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▪️ LEVELS
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• Nifty CMP: 24,430 (20 EMA: 23,962 / 252 EMA: 24,497)
• Bank Nifty CMP: 58,292 (20 EMA: 57,178 / 252 EMA: 56,070)
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▪️ F&O STOCKS IN BAN
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• Stocks in ban – Nil
• New addition in ban – Nil
• Stocks exit from ban – Nil
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▪️ TOP GAINERS (NIFTY 500)
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• AEGISVOPAK (280) (+8.8%)
• SWANCORP (334) (+7.3%)
• ABDL (703) (+7.3%)
• WELCORP (1,544) (+7.3%)
• DIXON (13,304) (+6.8%)
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▪️ TOP LOSERS (NIFTY 500)
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• ZENSARTECH (478) (-7.4%)
• ACUTAAS (3,515) (-4.9%)
• OLAELEC (42) (-4.7%)
• VBL (495) (-4.1%)
• TEJASNET (570) (-4.0%)
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▪️ HIGH DELIVERY % FOR STOCKS BETWEEN 500 – 20K CR M-CAP
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•⁠ ⁠TBO Tek – 10.4x Avg monthly volumes
•⁠ ⁠RHI Magnesita India – 7.5x Avg monthly volumes
•⁠ ⁠PC Jeweller – 4.8x Avg monthly volumes
•⁠ ⁠Zensar Technologies – 5.9x Avg monthly volumes
•⁠ ⁠Birlasoft – 4.8x Avg monthly volumes
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▪️ COMMENTS
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• Long Build-Up: 61 stocks saw an increase in OI and price, suggesting a build-up of long positions. Major ones: BDL, UNOMINDA, LODHA, MANAPPURAM, INDUSTOWER, etc.
• Short Build-Up: 57 stocks saw an increase in OI and a drop in price. Major ones: POLICYBZR, ADANIPOWER, ASTRAL, BSE, BANKINDIA, etc.
• Short-Covering: 64 stocks saw short-covering, where OI decreased with a price increase. Major ones: 360ONE, SONACOMS, INDUSINDBK, NATIONALUM, GODREJCP, etc.
• Long Unwinding: 28 stocks saw a decline in open interest (OI) along with a fall in price, indicating long unwinding. Major ones: BAJAJFINSV, AUROPHARMA, MAXHEALTH, TECHM, NHPC, etc.
• Nifty has closed above its 200-day EMA for the first time since February, strengthening the bullish outlook. Lower crude oil prices, a subdued India VIX, and encouraging Q1 business updates continue to support market sentiment. A decisive close above 24,600 could trigger a fresh medium-term rally towards the 25,000 zone, while 24,200–24,000 remains a strong support area.
• Sector Rotation: Realty, Consumer Durables and Auto led the gains, while Media and PSU Banks lagged as institutional money rotated into private financials, with HDFC Bank and Hindalco providing key support to the index.
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▪️ BLOCK / INSIDER TRADES
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• Karnika Industries: SageOne Growth OE Fund acquired a 3.2% stake via a ₹18.2 crore bulk deal.
• Agarwal Toughened Glass: Mixed bulk deal activity as Green Portfolio (0.52%) and Golden Bird Investment Trust (1.16%) bought stakes, while VPK Global Ventures exited 0.84%.
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▪️ IMPORTANT EVENTS TODAY
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• No High/Medium events today
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▪️ ANY INTERESTING STOCKS ON TECHNICAL BASIS?
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• Sudarshan Chem (928): After months of consolidation, volumes have started picking up. The 200-day EMA at 960 is the key resistance; a sustained move above it could signal the end of the consolidation phase. Immediate support is placed at 860–880.
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TEAM OMKARA
www.omkaracapital.in
Disclaimer: This does not construe to be an investment advice. Stock market investments are subject to market risks. All information is a point of view and is for educational and informational use only.