BUSINESS
Analyst Call Tracker: What drove the biggest downgrades and upgrades this year
UPL, Tata Motors, Nestle India Grasim Industries and Sun Pharmaceutical Industries with most downgrades, according to Moneycontrol's Analyst Tracker.
BUSINESS
What the AMFI nos. mean for equity markets: 5 key takeaways
Small and midcap funds saw healthy inflows after registering outflows in March 2024, as per AMFI data.
BUSINESS
Is this right time to invest in gold? Here's what fund managers have to say
Gold funds witnessed outflows in the month of April but fund managers are unanimous in their views that the yellow metal will continue to shine and offer a safe hedge, especially during periods of market volatility.
BUSINESS
What portfolios of gilt funds tell us about direction of interest rates
Since December, most long-term gilt funds that predominantly invest in government securities have extended their average maturity over the last few months
BUSINESS
ABB India Q4 preview: Revenue to grow on growth in motion and electrification business
In their Q4 earnings preview report, analysts at Anand Rathi estimated that on an aggregate basis, revenue would expand annually and quarterly on better execution given the order book strength.
BUSINESS
Power not just a domestic theme; data centres, AI to drive next wave of growth
While the power demand in India will grow along with the economic activity, this demand would not be limited to India. With the growth of power guzzling data centers and AI, the demand for power will be boosted on a global level.
BUSINESS
Where mutual funds invested in Q4: Check biggest holdings, largest buying, selling of Indian companies
The share of domestic mutual fund investments in these companies rose to 8.92 percent as of March 31, 2024, up from 8.81 percent recorded on December 31, 2023.
BUSINESS
Tata Power Q4 results preview: Revenue to rise, but net profit may fall
Many analysts are positive on the company because of the bullish outlook on power demand
BUSINESS
PFC, REC partly recoup losses as regulatory concerns ease
The non-stop rally in these stocks has made them more vulnerable to bad news, explaining their sharp reaction, traders said.
BUSINESS
PFC, REC undervalued even after eye-popping rise over last year, say analysts
Analysts believe that despite the stupendous rise , the stocks are relatively undervalued. Besides the improving financial strength of the two power financiers, a steady rise in power demand in the country makes for a strong investment case.
BUSINESS
Hike in surrender value could drag insurers' profitability, say experts
If IRDAI considers increasing the surrender value, it will likely impact insurance companies's profitability as well as policyholder’s behaviour, analysts said.
BUSINESS
Coal India Q4 Preview: Revenue, profit to rise on higher e-auction volumes, coal offtake
Emkay Global, which initiated coverage on the stock on March 26 with a buy call, stated that Coal India is embarking on a multi-year value-creation journey with volume growth, strong margins, and free cash generation.
BUSINESS
Ambuja Cement Q4 Preview: Robust demand, Sanghi buyout to boost revenue, but pricing to hit profit
Most analysts estimate consolidated volume for the quarter to increase due to contributions post the Sanghi Industries acquisition.
BUSINESS
UltraTech operating near full capacity but will add more for growth; sees shorter demand slowdown
The company expects to add around 15-17 million tons of capacity in the new fiscal year 2024-25
BUSINESS
Market veterans remember Abhay Aima - a friend, mentor, cowboy and generous soul
Industry colleagues and journalists expressed their shock about the passing away of the veteran leader known for his affable nature, irreverence and sharp common sensical approach to everything in life including markets.
BUSINESS
MC Exclusive: Minority shareholders file class action suit against ICICI Securities on delisting concerns
On March 28, in a board meeting, ICICI Securities had revealed that of the institutional investors 83.8 per cent voted positively, while in terms of retail investors only 32 percent of retail shareholders were in favour of the delisting.
BUSINESS
SBI Cards sees marginal rise in cost of funds, but confident to absorb increase
For Q4, the company reported a 7.4 percent cost of funds. In the previous quarter earnings call, the company had indicated that the full impact of the increased rate of bank borrowings for NBFCs will be felt in Q4
BUSINESS
As Kotak Bank trades at lowest price-to-book in history, should you buy in the dip? Analysts weigh in
As of March 2024, 148 MFs bought and 60 MFs sold Kotak Mahindra Bank. Currently, around 351 mutual fund schemes have Kotak Mahindra Bank in their portfolio.
BUSINESS
Large family-owned businesses a better bet than MNCs and professionally-managed companies for investors: ASK Capital
Between FY14 and FY23, returns delivered by family-owned-businesses have grown at a compound annual growth rate of over 8 percent, outpacing their non-family owned counterparts by far.
BUSINESS
Largecap valuations more comfortable now but midcaps offer long-term growth: MOFSL’s Siddhartha Khemka
Outperformance from mid- and smallcaps can be expected six months down the line. This could coincide with a rate cut or its anticipation, says Khemka.
BUSINESS
Minority shareholders contemplating action over ICICI Bank's delisting plan of I-Sec
ICICI Bank is planning to delist ICICI Securities, making it a 100 percent subsidiary of the bank. Quantum MF is among the shareholders opposing the move. They have raised concerns over the valuation as well as the merger process.
BUSINESS
Is the cement sector overvalued? Here's what market experts say
Most analysts and fund managers Moneycontrol spoke to advised caution on the segment, adding, however, that there were 'pockets of opportunity'.
BUSINESS
Premiumisation, Indigenisation and Infrastructure — ITI AMC lists three themes to watch out for
CIO Bhatia sees the breadth of participation in the market as a proof that the quality of the market is good. "A high quality market like this doesn't get disrupted very easily,” he says.
BUSINESS
This newbie infrastructure company has surged by 50% in just five days. What's behind this remarkable growth story?
After making its debut on NSE Emerge on March 18, with a 51 percent premium of Rs 131, the stock has surged by nearly 40 percent. This is the first EPC company to be listed in the SME segment
