BUSINESS
Short Call | Correction Calling: Will DIIs bet big or bow out as FIIs exit? Nykaa, NTPC in focus
Corrections are unpredictable. By selling stocks to avoid pain, you can miss the next gain - Peter Lynch
BUSINESS
Big Money Moves: Are large caps poised to steal the spotlight from smallcaps?
Amid economic uncertainty, a wave of investor caution is reshaping the market, with capital flowing into large-cap stocks while small caps face a potential reality check on valuations and risks.
BUSINESS
Short Call | Harris vs Trump: Will Indian markets ride the blue wave or the red surge? Gland Pharma, ABB in focus
We deceive ourselves when we believe that past stock market return patterns provide the bounds by which we can predict the future - John Bogle
BUSINESS
Diwali Stock Picks 2024: Zomato, REC, Coal India among top bets for Samvat 2081
Here is a curated list of 5 stocks combining strong sectoral and company-specific advantages, earning them spots in Diwali brokerage picks.
BUSINESS
L&T Q2 Preview: Lower operating profit, margins, muted ordering to dent earnings
L&T is set to report its Q2FY25 earnings on October 30. A strong order book is likely to sustain revenue growth along with revival in domestic orders inflows after the state election.
BUSINESS
IndiGo stock nosedives 12% after Q2 net loss; brokerage remain bullish
Shares of IndiGo plummeted after reporting a net loss of Rs 987 crore for Q2 FY25, with brokerages maintaining bullish outlooks amid healthy demand and international expansion efforts.
BUSINESS
Short Call | SME IPOs double returns while giants stumble; Nuvoco Vistas, Colgate in focus
I don’t think the objective of investment should ever be to take a risk in order to get a return. I think the objective of shrewd investment should be to find opportunities which offer a larger return than the average, combined with adequate safety - Benjamin Graham
BUSINESS
IndusInd Bank stock nosedives 15% as Q2 results disappoint; brokerages remain bullish
IndusInd Bank stock plunged 15 percent in early deals as Q2 earnings disappointed. The counter has fallen around 32 percent so far this year, underperforming Nifty's returns of 12 percent.
BUSINESS
Brokerages cheer for ITC stock after Q2 earnings smoke expectations amid challenging market
ITC Q2FY25 results have left analysts impressed. The company's net profit, revenue increased YoY, driven by robust cigarette volumes and a thriving hotel business, despite facing some economic headwinds.
BUSINESS
Coforge bags target price hikes after strong Q2 show; revenue, margin outlook bright
Coforge’s Q2FY25 results have pacified almost all concerns, except margins. Despite widespread scepticism, the management has delivered on its promises, said Nuvama.
BUSINESS
Paytm stock zooms 11% on NPCI nod to onboard new UPI users; brokerages mixed after Q2 show
Paytm has received NPCI's approval to onboard new UPI users, marking a significant milestone following its Q2 net profit of Rs 930 crore, largely driven by a one-time gain from Zomato.
BUSINESS
Zomato stock earns bullish cheers on stellar Q2 earnings; brokerages bet big on Blinkit
Zomato’s Q2FY25 revenue surged to Rs 4,800 crore, driven by Blinkit, Hyperpure, and Going Out, with brokerages forecasting a strong upside for the stock.
BUSINESS
Ultratech Cement Q2 earnings leave analysts divided as demand growth, pricing concerns linger
UltraTech Cement sees mixed analyst calls after a Q2 miss, but infra investments, urban housing momentum, and cost efficiency driving H2 growth keep brokerages positive.
BUSINESS
Ultratech Cement Q2 Preview: Weak prices, realisations, and delayed infra activities to dent profit
Analysts will be keeping a close eye on Ultratech Cement management commentary on the demand scenario amidst a weak quarter and price sustainability
BUSINESS
HDFC Bank stock gets Jefferies' buy rating on strong deposit growth, LDR improvement plans
HDFC Bank shares are in focus as Jefferies issued a buy rating, highlighting the bank's strategy to improve its loan-to-deposit ratio through robust deposit growth and branch expansion.
BUSINESS
Analyst Call Tracker: Why PowerGrid stock picked up maximum downgrades in last quarter?
Power Grid has faced a wave of downgrades from major brokerages in Jul-Sep quarter, due to valuation concerns, a shift towards renewable energy, and slowing demand, leading to a decline in 'buy' recommendations.
BUSINESS
Short Call | Market Wobble or Bullish Reboot: China’s short-term spark vs India’s long-term fire; Dmart, TCS in focus
As a rule, Panics do not destroy capital; they merely reveal the extent to which it has been previously destroyed by its betrayal into hopelessly unproductive works - John Stuart Mill
BUSINESS
Skipper stock zooms 15% as Nuvama initiates coverage with buy; multibagger rises 120% YTD
Skipper Ltd shares surged over 14 percent after Nuvama initiated coverage with a buy rating and a target price of Rs 650, driven by favorable trends in the transmission and distribution sector.
BUSINESS
Zomato stock soars as HSBC ups target; Blinkit outpacing Swiggy Instamart boosts sentiment
Shares of Zomato climbed over 2 percent after HSBC raised its target to Rs 330, citing stabilizing competition and Blinkit’s edge over Swiggy in quick commerce.
BUSINESS
Short Call | Is the bull market ready to buckle amid geopolitical storm? Petronet LNG, Dabur, Crompton Greaves in focus
History shows us, over and over, that bull markets can go well beyond rational valuation levels as long as the outlook for future earnings is positive - Peter Bernstein
BUSINESS
DMart Q2 growth underwhelms as brokerages split on Avenue Supermarts stock; analysts flag store expansion risks
Brokerages remained divided on DMart's stock after a slower-than-expected Q2FY25 growth, with concerns over store expansions and earnings weighing on analysts' ratings.
BUSINESS
Short Call | Cement conundrum: Housing, construction setbacks and valuations that don’t add up! Power Grid, Piramal Pharma in focus
All successful investment involves trying to get into something where it’s worth more than you’re paying - Charlie Munger
BUSINESS
Elevated FII positions suggest strong bullish sentiment; experts urge caution as a bearish phase may loom
FIIs hold over Rs 10 trillion in futures and options on the NSE, signaling bullish sentiment as the Indian market prepares for the earnings season and U.S. elections. Analysts urge caution as bearish phase may loom.
BUSINESS
Cement’s $100 billion illusion: Kotak says current valuations devoid of logic
Kotak Institutional Equities warns that Indian cement companies' valuations, driven by a $100 billion market cap, appear unsustainable given weak demand, high costs, and unrealistic sales expectations.
