Hang tight while we fetch the video data and transcripts. This only takes a moment.
Connecting to YouTube player…
Fetching transcript data…
We’ll display the transcript, summary, and all view options as soon as everything loads.
Next steps
Loading transcript tools…
INFOSYS 5% UP & RELIANCE BREAKOUT! 🚀 Nifty 26,000 Next? | #nifty #banknifty Pre Market Report | SHARRA | YouTubeToText
YouTube Transcript: INFOSYS 5% UP & RELIANCE BREAKOUT! 🚀 Nifty 26,000 Next? | #nifty #banknifty Pre Market Report
Skip watching entire videos - get the full transcript, search for keywords, and copy with one click.
Share:
Video Transcript
Video Summary
Summary
Core Theme
This pre-market report analyzes key global and domestic market drivers, including positive US inflation data, corporate earnings (Accenture, Reliance), and upcoming Japanese monetary policy, to forecast potential movements in the Indian stock market, specifically Nifty and Bank Nifty.
Key Points
Mind Map
Click to expand
Click to explore the full interactive mind map • Zoom, pan, and navigate
Hello everyone, why Infosys ADR
increased over 5% and Reliance's GDR
increased 1.5%. Second, what about
Japan's industrial decision and when?
And third, what happened in the US
market last night. All this we are going
to discuss in a regular premarket report
video for today 19th December 2025 for
the Indian stock market in terms of
Nifty and Macy. First, why Infosys area
increased over 5% last night. All thanks
to Accenture quarterly results. I mean
market was expecting the revenue to come
$18.5 billion US and the actual revenue
came as $18.7 billion US. Similarly,
earnings per share expects to come as $3.74
$3.74
per share and the actual earnings per
share came as $3.94
per share. We know earnings per share is
otherwise profit. So the topline
financials are very good and in addition
they kept the yearly guidance same as
previous 2 to 5% and their new booking
order in dollar terms increased 12% to
near $21 billion US. Then out of that
over $2 billion US order belongs to a
related projects. So the earnings are
really good. However on the expectation
of good results in December month alone
Accenture stock price increased 14%.
Hence last night it closed negative. On
the contrary, Infosys had the short
covering. Before last night in the
December month, it barely increased
about 2%. So the takeaway is because of
good Accenture results, Infosys share
price increased over 5%. But the
Accenture share price closed negative.
And regarding arbitrage, we'll discuss
in a moment. Then similar to Infosys,
Relent's GDR also increased near 1.5%.
Why here? This could be due to two
reasons. Yesterday evening, Reliance
made an announcement that they acquired
the majority stock that is 70% in the
south Indian food company called UAR
foods. I mean it's a wellestablished
south Indian brand. Their plan is to
make it pan India brand. Then the second
reason yesterday Morgan Stanley kept the
reliance rating same as previous
overweight which is good and more
positive they increased the target price to,847
to,847
rupees per share which is roughly 20%
from the present level. So let's hope
to transfer into the Indian market
today. Then another very important thing
today that could influence our market is
Japan's industry decision. I mean early
morning at 5:00 a.m. Japan consumer
inflation data was released and it came
as 3% which is in line with the analyst
expectation which is good. Now at 8:30
a.m. Bank of Japan's industry decision
is due to release and followed by at
12:00 p.m. in the afternoon bank of
Japan's press conference is scheduled
and all of these three Japan related
macros got the potential to influence
the Indian market as well as the global
momentum. At present analysts are
projecting Bank of Japan to increase the
interest to 75% from the present.5%.
So global market already factored for
this in its price action. However,
analysts are nervous regarding the Bank
of Japan's press conference like whether
they will be hawkish kind of. Hence we
could expect market to react accordingly
based on the outcome. So, please make
sure to look out for the macros at 8:30
a.m. as well as at 12:00 p.m. And moving
to the next topic, US market last night.
I mean, before their market opening, US
government released the November month
consumer inflation data. Here, please
note because there was no October month
inflation data. So, US government didn't
release the month-over-month macro and
they just released the yearly basis
data. The overall headline inflation
came as just 2.7% way less than the
analyst expectation of 3.1% and way less
than the September month data of 3%.
Similarly, the core inflation without
food and fuel came even lower just to
2.6% which is 4% less than the analyst
expectation as well as the September
month data. So now more month consumer
inflation data is significantly positive
and it rendered the hopes of more
interest rate cuts in the next year.
Hence last night all the three major
indices closed positive. Dow Jones
increased mildly.14%.
S&P 500 was up by 79% and NASDAQ
outperformed the other two and increased
by 1.38%. In case of US VIX from above
17.5 it fell below 17. So because of all
the ADR and US market positivity last
night gift nifty increased all the way
above 26,000 mark. However, early
morning today, it trimmed some and
traded at 25,926.
Hence, equating that with the spot
market for now, it's indicating the gap
up opening of around 50 points.
Regarding Indian ADR as it is all closed
positive. However, if you calculate the
arbitrage, still both the banking stocks
showing some weakness. Whereas on the
other hand, Infosys is having massive
positive 5% difference. Vipurro and
Ren's GDR is having positive 1%
difference. As a summary, US inflation
came very low. So, US market closed
positive. Hence, global momentum is good
and the Japan inflation also came as
okay. In addition, there are stock
specific positives which are evident in
the GDR and ADR in line with that for
now. Give Nifty indicating the gap up
opening. However, please note market
could turn accordingly to the Bank of
Japan's outcome. Then about institution
in the cash market for the second
session in a row both FI and DI were net
buyers. FI net bought for near 600 cr
rupees and DA net bought for 2,700 cr
rupees. Then moving to participant wise
open interest analysis yesterday index
future open interest unmount 1.5%
whereas in the index options 3.8% 8% new
column shop interest and 10.9% new putup
shop interest were added because of more
putup shop addition the PCR ratio
increased to82 from 77 whereas stands
wise in the next options client holding
net 12.3% open interest favoring bullish
position whereas FIA having net 7.6% of
the open interest favoring bearish
position and property traders having net
4.4% 24% of the open interest favoring
bearish position. In the index future,
client and property traders having 70%
and 59% of the open interest
respectively on the long side. On the
other hand, EFI is holding massive 92%
of the open interest on the short side.
Then regarding the 25 delta risk
reversal, yesterday Nifty spot closed at
25,815 and for the 23rd December expiry,
the 25 delta call option strike is at
26,10 with a IV of 8.56%. Whereas the 25
delta put option strike is at 25,660
with the IV of 8.72%.
So the 25 delta risk reversal is negative.16%.
negative.16%.
However, call options distance from the
spot is 195 points and put options
distance from the spot is 155 points.
So, call option distance is 40 points
more. Hence, considering all at the time
of close yesterday, market was at
neutral with positive bias. Then, as per
stock open interest, Power India, Power
Grid, Mut Finance, HL, Gindal Steel, AU,
Small Finance Bank and Sunfarma are some
of the 83 stocks that got an increase
open interest along with the negative
close indicating the short buildup. On
the other hand, HDFCMC, Noama, Ashok
Island, LIC, Max Life Insurance, Walters
and Tech Mahendra are some of the 58
stocks that got an increase with a
positive price close which means these
stocks indicating the long build up.
About the things look out as we
discussed earlier at 8:30 a.m. Japan's
interest rate decision. Then during our
market time at 12:00 p.m. Bank of
Japan's press conference and at 12:30
p.m. UK retail sales data and Germany's
consumer conference data are shed.
Whereas in the aftermarket hours, RB's
last MPC meeting minutes are due and in
the night for us PC inflation, existing
home sales data and Michigan future
inflation expectation like 1 year and 5
year are the important things to keep an
eye out today. Coming technical, Nifty
opened 50 points gap down and dropped
till 25,730.
After initial volatility during the
first hour, it rebounded back to 25,900.
However, it lost those gains in the
afternoon and closed flat. Thus, on the
daily chart, Nifty formed a bullish
candle with a long upper shadow and a
minor lower shadow somewhat resembling
an inverted hammer type pattern, though
not a classical one, which is generally
considered a bullish reversal pattern.
However, Nifty remained weak as it
failed to reclaim the 200 day moving
average on the hourly chart and continue
to form lower high formation. The
momentum indicator RSI was in a bearish
crossover and also formed lower high
indicating the weakening momentum. Hence
the trend continues to remain weak with
25,700 level appearing vulnerable to a
breakdown. A decisive breach below
25,700 could trigger the next leg of
correction. On the upside, resistance is
at around 25,900.
In case of bank nifty, similar to nifty,
it also opened more than 200 points gap
down and after some initial volatility,
it rebounded. However, it lost those
gains in the afternoon and closed at
58,910. Thus, on the daily chart, Bank
Nifty formed a bullish candle with a
long upper shadow resembling an inverted
hammer type pattern, which is generally
a bullish reversal pattern. This
indicates selling pressure may be
weakening and that buyers attempted to
regain control by testing the 20-day
express moving average intraday. In
addition, Bank Nifty held above the
rising support trend line as well as the
previous days low on a closing basis.
However, the momentum indicators
remained weak with RSI declining to 50
and MACD sustaining below the reference
line. Hence, if Bank Nifty manages to
hold 50,700,
short-term relief might be possible.
However, a firm break below 58,700 could
extend the weakness towards 58,450 to
58,000 level. On the options front, the
maximum callups openers was at 26,000
strike followed by 25,900 and 26,500
with maximum new callup trading at
26,600 25,800 and 26,200 strike.
Meanwhile, the maximum putup showers was
at 25,500 strike followed by 25,800 and
25,700 with maximum new putups rating at
25,600 25,700 and 25,400 strike. Dash
for options data it indicates that Nifty
might face resistance in 25,900 to
26,000 zone while support is at 25,600
to 25,500 level. So that's all in this
video. Hope you'll got some information.
Please consider subscribing the channel
and liking the video so that it will
help me beat the YouTube algorithm and
also motivate me to do more. Please
don't make any investation based on this
as well as a rich advisor. I'm doing
this for me and viewers educational
Click on any text or timestamp to jump to that moment in the video
Share:
Most transcripts ready in under 5 seconds
One-Click Copy125+ LanguagesSearch ContentJump to Timestamps
Paste YouTube URL
Enter any YouTube video link to get the full transcript
Transcript Extraction Form
Most transcripts ready in under 5 seconds
Get Our Chrome Extension
Get transcripts instantly without leaving YouTube. Install our Chrome extension for one-click access to any video's transcript directly on the watch page.
