🗓️ Date: 22 May 2025
✍️ Author: Prashant Marathe
The Indian markets opened on a cautiously optimistic note today, with green pockets in sectors like Telecom, Infra, Auto Ancillaries, and Renewable Energy, while Capital Goods and Pharma saw pressure. A few midcaps exploded, raising eyebrows and hopes… or maybe just FOMO. Here’s your full EduInvesting-style breakdown.
🔥 Major Gainers (Highlighted in Green on the Heatmap)
| Stock | CMP (₹) | Gain (%) |
|---|---|---|
| Tata Teleservices | ₹74.7 | +10.12% 🚀 |
| Va Tech Wabag | ₹1,495.8 | +6.15% 💧 (Water Infra Boom?) |
| Hitachi Energy | ₹1,733.2 | +4.53% ⚡ |
| NTPC Green Energy | ₹113.95 | +7.34% 🔋 |
| KPI Green | ₹1,129.5 | +3.99% 🌞 |
| After Energy | ₹937.7 | +7.21% 🔥 |
| Nava Bharat Ventures | ₹1,162.9 | +7.99% (Who woke up this beast?) |
🩸 Major Losers (Highlighted in Red)
| Stock | CMP (₹) | Loss (%) |
|---|---|---|
| TD Power Systems | ₹467.95 | -5.23% ❌ |
| HG Infra | ₹1,152.6 | -8.12% 📉 |
| Colgate | ₹2504 | -4.99% (Toothpaste recession?) |
| Oil India | ₹411.5 | -5.32% 🛢️ |
| JK Tyre | ₹385.2 | -2.83% 🚗 (User’s portfolio alert 🚨) |
🏭 Sector Check
| Sector | Outlook | Notes |
|---|---|---|
| Telecom | 🟢 Very Positive | Tata Tele +18%, Black Box IT gains too |
| Infra | 🟢 Mixed | Va Tech & KPI up, but HG Infra tanked |
| Capital Goods | 🔴 Weak | TD Power, Thermax under pressure |
| Renewable Energy | 🟢 Bullish | KPI, Hitachi, NTPC Green, ACME Solar in action |
| Auto & Ancillaries | 🟢 Greenish | JK Tyre red, but UNO Minda, Ashok Leyland steady |
| FMCG & Pharma | 🔴 Weak | Colgate, Gillette, Torrent Pharma dragged |
| IT | ⚪ Flat | Tech Mahindra and Persistent up slightly, nothing dramatic |
| Banks/Finance | ⚪ Mixed | No major moves visible yet |
🧠 EduInvesting Take
Let’s not sugarcoat it — this rally feels selective. Market is rewarding green energy, infra, and PSU narratives while punishing defensive and tired names. Retail darlings like Tata Tele and Va Tech Wabag are back with a bang — so is this another F&O expiry week pump, or the start of a pre-election positional rally?
📈 Key Narratives Playing Out:
- Green Energy = Green Profits: NTPC Green, KPI, Hitachi all shining.
- Defensive FMCG = Defensive returns: Colgate, Nestle, Gillette all red.
- Infra = Mixed Bag: Some projects winning LOAs, others likely facing delay.
- Auto = Stable: Except JK Tyre 🥲
🔍 Watchlist for Intraday / Swing:
- KPI Green – momentum name, high volume breakout.
- Tata Tele – speculative but strong chart, check for delivery volumes.
- UNO Minda – holding well despite volatility in auto parts.
- Power Grid Corp – PSU favorite, watch near ₹297 for breakout.
- Oil India – down 5%, possible bounce zone near ₹400.
🛑 Caution Flags
- 🔺 Overbought smallcaps popping like popcorn — could fizzle.
- 🧨 Infra losers like HG Infra show not all EPC names are winners.
- 📉 Midcap divergence growing — don’t chase every green candle.
🧮 Advance-Decline Ratio
- 🟢 Advance: 60%
- 🔴 Decline: 35%
- ⚪ Flat: 5%
Verdict? Broad but not convincing. Might just be an expiry-week swing trade rally unless volumes confirm.
🕰️ What to Track Next?
- FOMC Minutes (Tonight) — Could swing global sentiment.
- US Jobless Data – Macro overhang still looms.
- India Election Phase 6 — Investor turnout data on radar.
- Key Results Tonight – Watch for midcap IT, infra and power stocks.
Tags: stock market today, nifty level today, market open, Tata Teleservices, KPI Green, NTPC Green, JK Tyre, power stocks rally, May 22 stock heatmap, EduInvesting
