News Analysis 28th november

Meesho IPO:

A major IPO worth ₹50,000 crore is set to hit the market on December 3rd at an issue price of ₹111 per share.

• IPO Opens: December 3

• Closes: December 5

• Allotment: December 8

• Listing: December 10

This company operates in the e-commerce segment, similar to Flipkart and Amazon. However, its model is slightly different — it focuses heavily on Cash-on-Delivery (COD) and has a limited seller base, instead of a widespread nationwide seller network.

 

OLA ev market update:

In November 2025, the EV two-wheeler segment saw significant shifts in market share:

• TVS – 26%

• Bajaj – 22%

• Ather – 17.5%

• Hero MotoCorp – 10%

• Ola – 7.3%

Ola’s share has continued to decline, indicating rising competition from other companies.

Nifty F&O lot size updates:

The NSE has released a circular announcing changes to lot sizes:

• Nifty weekly contracts: Lot size will be reduced from 75 to 65, effective December 23rd.

• Nifty monthly contracts: The revised lot size will apply starting January.

• Bank Nifty contracts: Lot size will be reduced from 35 to 30.

These changes are important for traders to recalibrate their position sizing and risk management strategies.

Gail company update:

The stock is down because GAIL had requested PNGRB (the gas regulator) to increase the tariff to ₹78 per MMBtu, but the regulator approved a smaller hike to ₹65.69 per MMBtu, up from the previous ₹58.6 per MMBtu.
The next tariff revision is expected only after April 2028, which also added pressure on the stock.