BUSINESS
Live: Will Nifty's recovery gain further strength? | Opening Bell | Opening Bell
The Sensex and Nifty kicked off the week on a strong note, with the Nifty maintaining its range of 22,300-22,600 for the sixth consecutive session. The index surged over 100 points to close above 22,500, reflecting positive market sentiment. Sectoral performance was led by Nifty Pharma and Financial Services, which emerged as the top gainers of the day. Meanwhile, broader indices also edged higher, posting gains of nearly 0.5%, adding to the market’s overall momentum. This morning, global cues were positive. US markets ended on a higher note overnight, while Asia Pacific also started the day higher. Among stocks, watch out for Swiggy, IREDA, and Star Cement in today's trading session. Catch Lovisha Darad in conversation with Hemen Kapadia, Technical Associate, DRChoksey Finserv and Kranthi Bathini - Equity strategist at WealthMills Securities.. #nse #bse #stockmarket #sharemarket #marketopeningbell
BUSINESS
Nestle India: A Long-Term Bet on Consumption Growth? Stock of the Day
Nestle is a market leader in coffee, noodle and baby food. Nestle is focusing on strengthening and protecting it high margin core business that is milk and nutrition, which contributes around 40 percent of the domestic sales. The company is also investing behind adjacencies, which will be a key growth driver in the coming period. Expanding manufacturing base and rural footprint with the RURBAN strategy will be growth accretive in the medium-term. The recent earning performance of the company was marked by moderate volume growth and margin compression due to high inflation and competition. However, we view that Nestle is a good a play on the packaged foods business in India, and will be one of the key beneficiaries of the urban demand revival.
BUSINESS
Middle East on the Brink? Putin Warns of Full-Scale War & Calls for Independent Palestine | N18G
Russian President Vladimir Putin warns of the Middle East approaching full-scale war amid intensified Israeli strikes. Speaking at the BRICS+ meeting, Putin emphasized that violence will persist without the establishment of an independent Palestinian state. His remarks come during Palestinian President Mahmoud Abbas's visit to Russia.
REAL-ESTATE
Real estate stocks in focus as developers line up residential launches in H2FY22
Experts believe the market share of large organised developers will grow over the next 2-3 years backed by healthy balance sheets, access to capital, and many unlisted, weaker developers being shunted out of the market. Most developers in the listed space have aggressive launch plans from H2FY22 onwards and are looking to grow sales value at double-digit CAGR over the next few years. Take a look at the residential developer stocks that analysts are betting on
EARNINGS
Ideas For Profit | Titan: Despite COVID-induced hiccups, long-term glitter remains intact
Titan is on track to clock revenue growth for the March quarter. Can it tide over the troubles posed by the COVID-19 restrictions in days ahead? Watch the video to find out.
IPO
Ideas For Profit | Real Estate Stocks: The pros and cons of MacroTech (formerly Lodha) IPO
Real-estate stocks have evolved and there is a huge premium for those who offer credibility, predictability, capability and prudence. A leading player in this space, enjoying strong brand equity is Macrotech Developers (erstwhile Lodha Developers), which is coming out with an IPO. Here's how should investors position themselves.
EARNINGS
Ideas For Profit | Will IFGL Refractories give good value in returns as demand for steel revives globally?
A strong recovery in demand has turned our eyes into the refractory segment and IFGL Refractories, a manufacturer of special refractories for the steel industry, had reported the highest ever sales, EBITDA and Profit After Tax for the December quarter in FY21. In this edition of Ideas For Profit, we picked up IFGL to assess how much value it holds as a stock for future investments.
EARNINGS
Ideas For Profit | Does JSW Energy have enough steam to power ahead?
JSW Energy, a subsidiary of JSW Group, was able to report 14 percent year-on-year growth in net profits during December quarter of the fiscal year 2021. Its balance sheet has got the backing of low debt and surplus cash. With new projects in the pipeline, does JSW Energy have enough steam to power ahead? Watch the video to find out.
STOCKS
Ideas For Profit | Road construction stocks: Is the zing back?
The fortunes of the road sector are on the upswing and the labour market is on the mend. So, which are the stocks stepping on the accelerator? Watch the video to find out
STOCKS
Ideas For Profit | Thangamayil Jewellery: Will it add more glitter to your portfolio than Kalyan Jewellers?
For Thangamayil Jewellery, customer preference shift to organised players, especially in rural India, is a tailwind. Does its stock valuation add more shine to its growth story?
STOCKS
Ideas For Profit | BEML, HAL, GRSE, Cochin Shipyard or Bharat Dynamics: Which defence stock should you pick up?
The fundamentals are turning for the better for these defence companies. With the recovery taking hold, check out the names in this sector that show enough firepower.
IPO
Ideas For Profit | Kalyan Jewellers IPO: Will it add glitter to your portfolio?
A dominant player in South India, Kalyan Jewellers is trying to have a wider footprint. How does its valuation position its IPO for investors? Watch the video to find out.
IPO
Ideas For Profit | MTAR Technologies IPO: Should you add this stock to your portfolio?
MTAR Technologies has an advantage, thanks to its footprint in the precision engineering space. Will its IPO, which opens today, provide more firepower?
STOCKS
Ideas For Profit | With construction sector growth back on track, here are some stocks to hedge your bets
The construction sector, which contributes 9 percent to India’s GDP, is back with a bang. The high leverage business saw a strong recovery in execution and growth on a year-on-year basis with companies reported double-digit growth in profitability. With growth back on track which are the stocks to hedge your bets? Watch the video to find out.
BUSINESS
Ideas For Profit | Does a V-shaped recovery in PVs and attractive valuation make Subros a good investment bet?
Subros, a leading manufacturer of thermal products for automotive applications in India, posted a strong performance in the quarter ended December 2020. A sharp recovery in the demand for passenger vehicles (PV) and commercial vehicle (CV) coupled with localization efforts to improve profitability provides enough reasons to be upbeat about the prospects of the company.
IPO
Ideas For Profit | Heranba IPO: A short-term pop or a long-term compounder?
For this company, unlike its peers, China remains a major export destination. As its IPO takes off today, should you give it a look?
EARNINGS
Ideas For Profit | December quarter earnings put Ambuja Cements on a higher pedestal
Ambuja Cements, the third-largest cement manufacturer in India saw its sales, EBITDA margin rise in the final quarter of the calendar year 2020 on a QoQ basis. In this edition of Ideas For Profit, we look at the company’s performance and future outlook to decide on the stock.
BUSINESS
Ideas For Profit | Lemon Tree Hotels: Does lower value make it ideal to ride the revival wave?
With room occupancy showing some life, Lemon Tree Hotels is looking at better pricing in days ahead. The stock is still some way off its pre-COVID levels. Should you check-in?
EARNINGS
Ideas For Profit | SBI Life, ICICI Prudential, HDFC Life: Which life insurance stock should investors bet on?
Listed private insurers are back in good health after the virus hit. As the premium looks up and the Budget opens the door to more foreign capital, which of the names from the sector can you go with? Watch the video to find out
EARNINGS
Ideas For Profit | Bata and Relaxo: Will the footwear giants be able to keep their growth momentum?
With the business crossing pre-COVID levels, organised footwear players take position for the growth sprint. Let's take a look at the third-quarter performance and outlook of the two footwear giants Relaxo and Bata.
EARNINGS
Ideas For Profit | Coforge: Do tailwinds in technology, stock consolidation make company a good bet?
Coforge, formerly NIIT Technologies, was one of the worst impacted IT service companies at the start of the pandemic but the company had a sharp rebound in Q2. And considering the underperformance of the stock in the past few months and positive FY22 outlook, the current phase of consolidation may just be the right opportunity to go long.
EARNINGS
Ideas For Profit | SBI Q3 earnings: Will India’s largest bank be the prime mover and shaker behind a capex turnaround?
The quarterly results are out for State Bank of India, India’s largest PSU bank and one of the Fortune 500 companies. In this edition of Ideas For Profit,we analyse the results and look at the valuation of the PSU behemoth.
EARNINGS
Ideas For Profit | Why Kotak Bank is a stock to buy on every decline
The quality of growth at Kotak Bank remains as strong as ever. There are good reasons to pick it on every decline.
BUSINESS
Ideas For Profit | Stove Kraft IPO: Will this Pigeon soar high on bourses?
Home care solutions provider Stove Kraft hits the stock market today. Does it have the recipe for success? Let's find out in this edition of Ideas For Profit.
