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Mersal Morning Briefing

Bullish

AI-powered pre-market intelligence — market bias, sector outlook, gap candidates, and top stocks to watch

Market Bias

Bullish

Global cues are positive with SGX Nifty up 0.4%. FII buying continued yesterday with net inflows of ₹2,840 Cr. Domestic macro data remains supportive.

Key Levels

Support

24,500

24,350

24,200

Resistance

24,750

24,900

25,000

Nifty 50 Outlook

Nifty 50 is trading above all key EMAs with strong momentum. Immediate resistance at 24,750 and 24,900. Support at 24,500. Bias remains bullish above 24,550.

Bank Nifty Outlook

Bank Nifty showing relative strength. Key resistance at 52,500. Support at 51,800. RBI policy stance supportive for banking sector.

Sector Outlook

IT

Bullish

Strong US tech earnings, rupee stable, deal wins from TCS and Infosys

Banking

Neutral

Credit growth steady but NIM pressure from rate environment

Auto

Bullish

Strong monthly sales data, EV transition momentum, festive season ahead

Pharma

Neutral

USFDA approvals mixed, domestic formulations steady

Metal

Bullish

China stimulus expectations, steel prices recovering

FMCG

Neutral

Rural demand recovering but urban slowdown persists

Gap Candidates

(pre-market estimates)
SymbolGap TypeEst. GapReason
INFYGap Up+1.8%Strong Q2 guidance upgrade after market hours
TATAMOTORSGap Up+2.1%JLR monthly sales beat estimates by 12%
DRREDDYGap Down-1.4%USFDA import alert on Hyderabad facility
HINDALCOGap Up+1.2%Aluminium prices up 3% on LME overnight

Top Stocks to Watch

INFY

Watch for Long

AI Confidence

84%

Break above ₹1,920 with volume > 1.5x average

Target

₹1,960

Stop

₹1,895

TATAMOTORS

Watch for Long

AI Confidence

78%

Gap-and-go above ₹1,050 on open

Target

₹1,080

Stop

₹1,030

HDFCBANK

Watch for Long

AI Confidence

81%

VWAP reclaim above ₹1,780 post 9:30

Target

₹1,810

Stop

₹1,762

RELIANCE

Watch for Long

AI Confidence

76%

ORB breakout above ₹2,960 on 15m candle

Target

₹3,000

Stop

₹2,940

DRREDDY

Watch for Short

AI Confidence

72%

Gap fill below ₹6,200 with volume confirmation

Target

₹6,100

Stop

₹6,280

BAJFINANCE

Watch for Long

AI Confidence

79%

Momentum continuation above ₹7,400

Target

₹7,520

Stop

₹7,340

Risk Factors

  • ●

    US CPI data release at 6:00 PM IST — could trigger volatility in global markets

  • ●

    FII derivative expiry positioning — watch for unusual options activity in Nifty

  • ●

    Crude oil above $82/barrel — potential headwind for import-heavy sectors

  • ●

    Rupee at 83.8 — monitor for further depreciation pressure

Today's Trading Strategy

Focus on gap-up plays in IT and Auto sectors in the first 30 minutes. Use ORB strategy on Nifty 50 with 15-minute timeframe. Avoid aggressive positions ahead of US CPI data. Keep position sizes at 75% of normal until market direction confirms post 10 AM.

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AI briefings are for informational purposes only and do not constitute financial advice. Always validate with live market data before trading.