MARKETS
Short Call | Steel joins the casualty list; Tata Power, JSW Steel, HAL and BHEL in focus
CLSA’s argument is that while valuations of steel companies have risen sharply over the last year, the spreads—the difference between ore and the finished product—continues to be under pressure
BUSINESS
MC Pro Inside Edge: HNIs find Voltas cool despite tepid numbers, panic attack for Godfather’s friends, Desi Soros’s new address, new tycoon gets visa power
Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and all the inner goings-on from Dalal Street
MARKETS
Short Call | Street's smallcap romance beats largecap lures; focus on Vedanta, Suven, Lemon Tree, Aurobindo Pharma
It is a two-tiered market at the moment, with the small and midcaps seemingly in a universe of their own. In comparison, the largecap universe looks less glamorous
BUSINESS
MC Pro Inside Edge: Fund managers drive hard bargain in Swan QIP, new tycoon on the block, swarm of HNIs, take it or leave it say merchant bankers
Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and all the inner goings-on from Dalal Street
MARKETS
Short Call | Macros in fine shape, but bulls know it; Berger Paints shines; Gujarat Gas, Venus Pipes in focus
The good news is that India’s economy is in good shape amid gloom in some other large economies
MARKETS
Short Call | Retail will try to pre-empt MFs; Karur Vysya holds ground; DreamFolks soars; downgrade fells Wipro
Because inflows were strong, mutual funds kept buying the same set of stocks where they had the comfort, even if it meant buying at expensive valuations
BUSINESS
MC Pro Inside Edge | Kernex’s lofty guidance finds few takers, HNIs call Indus right, Thalapathy bets big on NIBE
Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and all the inner goings-on from Dalal Street
MARKETS
Short Call | Markets tired, bulls look complacent; REC struggles, Havells gets a leg up, Voda in focus
Promoters continue to sell stocks, foreign funds continue to dump shares, and local funds continue to be the steady buyers
MARKETS
Short Call | Earnings picture hard to ignore; L&T, Dixon, Alkem, Kirloskar Ferrous in focus
Kotak strategists Sanjeev Prasad, Anindya Bhowmik and Sunita Baldawa are unsure if most PSU stocks will see meaningful earnings upgrades over the coming 12-24 months, to be able to justify the high valuations
BUSINESS
MC Pro Inside Edge: Desi Soros flogs HFCL, operators shift tack in low float PSUs, algo fest in Sundaram Multi, fallen IT angel back in spotlight
Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and all the inner goings-on from Dalal Street
MARKETS
Short Call | Matter of time before FIIs bite; SBI, Kalpataru Projects, Sona BLW, Bajaj Finserv in focus
FIIs have net sold around $3.5 billion worth of Indian equities since the start of the year. Banking, construction, and telecom are among the sectors they have been most bearish on
BUSINESS
MC Pro Inside Edge: Bulls bet on TFCI open offer, HNIs take shine to Whirlpool, the new currency for merchant bankers, a religious trip
Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and all the inner goings-on from Dalal Street
BUSINESS
Short Call | Poll powers bull run; Asian Paints in tough fight, Cummins summits, eye on Vodafone, ABB
The popular theory among market players right now is that the government will not let the market fall before the elections
MARKETS
Short Call | Promoters play order-win game; TFCI, Hindalco, KFin, JSPL in focus
Because the market cheers order wins and drives up the stock price in the short term, managements play the market smartly by bidding for orders which they know won't ever make a profit
BUSINESS
MC Pro Inside Edge: Fastest-Finger-First strikes in Sula, Paytm punters’ long wait, rights issue capers, PSU bank convert
Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and all the inner goings-on from Dalal Street
MARKETS
Short Call | Rising prices whet risk appetite in bulls; Whirlpool, Coal India, PowerGrid, Marico in focus
Veteran brokers say that while rising prices encourage more risk taking, it also induces a sense of complacency and so many large investors/traders are unable to exit in time
MARKETS
Short Call | Chemicals the new meme stocks? Sula dives, NBCC back in favour, Crompton, Dr Reddy’s in focus
Indian chemical sector stocks have had a phenomenal run till 2021-22, but since then, most of them have been underperforming
BUSINESS
MC Pro Inside Edge: Salasar bulls run for cover, algo mercenaries team up with promoters, HNIs rediscover Unitech
Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and all the inner goings-on from Dalal Street
MARKETS
Short Call | Bulls dance to liquidity tunes, MOSL, Titagarh Rail, LIC, Data Pattern in focus
Stock prices are soaring, and valuations in many cases do not make sense. But nobody wants to be a passive spectator even though the potential downside from the current level is much higher than the potential upside
BUSINESS
MC Pro Inside Edge: Vedanta deal disappoints bulls, turbulence ahead for Indigo, the banker’s cut, break in clouds for HDFC Bank?
Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and all the inner goings-on from Dalal Street
MARKETS
Short Call | Perils of believing in consensus view, tractors Achilles heel for M&M, Oil India, Axis, Muthoot in focus
Veteran investors are booking profits in overvalued names and ploughing some of that money back into their holdings they are comfortable with
MARKETS
Short Call | Relentless FII selling may cap the upside; IRCTC, NTPC, Info Edge, BPCL in focus
What bulls need to be mindful is that sustained foreign fund selling can keep a lid on stock prices
BUSINESS
MC Pro Inside Edge: Wealth God's IB Housing task, Godfather expands portfolio, PMS firms play ‘Cat (III)’-and-mouse game
Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and all the inner goings-on from Dalal Street
MARKETS
Short Call | Momentum players seek new believers, Adani Ent, Phoenix Malls, ONGC in focus
Brokers said institutional interest was low. The sector rotation game continues, as operators quickly shift from one set of stocks to another
