Tata

• Indian stock markets saw a strong rebound on Monday, primarily fueled by a decrease in global tensions. • Key corporate updates include HDFC Bank completing an internal review, Bank of Baroda reporting a data breach, and Bharat Electronics and Coal India releasing their quarterly financial results. • Adani Energy Solutions has initiated a qualified institutional placement (QIP) to raise additional capital.

• Brokerages have identified several top stock picks for today's trade, including SBI Life, SBI Cards, Adani Energy, Tata Consumer, and Shriram Finance. • ACC is undergoing a merger with Ambuja Cements, where ACC shareholders will receive 328 Ambuja shares for every 100 ACC shares held. • Financial forecasts for an unspecified entity show a significant earnings trim of 28% for FY27E and 2% for FY28E, with the target price lowered to Rs310.

• TVS Motor Company Ltd. has partnered with Oil Corporation to deploy TVS King Kargo HD vehicles for last-mile LPG cylinder delivery across IndianOil's distributor network. • SML Mahindra reported a 4.9% year-on-year increase in commercial vehicle sales for June 2026, moving 1,896 units compared to 1,807 units in the previous year. • These developments make TVS Motor and SML Mahindra key stocks to watch, alongside other major entities like SBI, Tata Steel, and Indian Bank.

• Investors are focusing on several key stocks today, including HDFC Bank, Coal India, Tata Steel, Bank of Baroda, and Nykaa. • The US Department of Justice clarified that its decision to drop criminal charges against Gautam Adani and seven others was based on the prosecution being "legally unsustainable." • The DOJ explicitly denied that this legal decision was influenced by the Adani Group's proposed USD 10 billion investment in the United States.

• India's IT secretary announced on Thursday that the government is investigating a data breach at Tata Electronics. • The leak exposed sensitive documents related to Apple's unreleased iPhone 18 Pro, compromising proprietary hardware or software secrets. • This incident is significant as it marks the government's first public acknowledgment of the breach involving a major domestic electronics manufacturer and a global tech giant.

• Indian equity indices are expected to start favorably on Friday, July 3, 2026, with GIFT Nifty futures rising 150 points to 24,415. • Key stocks to watch include Adani Enterprises, Tata Motors PV, BPCL, Coal India, Hindustan Zinc, Bajaj Housing Finance, LG Electronics India, PB Fintech, and Titagarh Rail Systems. • The positive outlook comes amid mixed global cues, as Asia-Pacific markets fluctuate following technology stock losses on Wall Street, with Japan's Nikkei 225 falling 0.86%.

• Several key Indian stocks, including Kotak Mahindra Bank, Tata Motors, and Bajaj Auto, are expected to be in focus on July 1, 2026. • Market activity will be driven by significant corporate events, such as Kotak Mahindra Bank's acquisition announcement, Tata Motors' launch of the Sierra EV, and a buyback from Bajaj Auto. • Other critical factors influencing trading include revised fuel export taxes, June auto sales figures, and business updates from RailTel, NCC, and HUDCO.