MARKETS
Here's how Saurabh Mukherjea, Samir Arora & other PMS fund managers performed in July
Some schemes also benefited from buying in bank and financial names especially after their June quarter numbers surprised the Street positively
BUSINESS
Small names, big leaps: Analysts pin their hopes on small-caps to make money
A cursory glance at the data shows outperformance is not centred on a single sector but across industries. Some of the biggest gainers come from auto ancillaries, capital goods, chemicals, construction materials and realty, IT and healthcare
MARKETS
Bank stocks in a sweet spot, say experts as RBI grows more hawkish
Bank stocks have already been rallying for a couple of months thanks to improved financial performance and recovery in economic activities.
BUSINESS
Metals, IT names continue to see pessimism and downgrades
Falling prices and fear of recession in the US seem to be driving this sentiment
BUSINESS
Nazara Tech zooms 35% in 2 days; here is what analysts have to say
IIFL Securities maintains an "add" rating on the stock, saying valuations are reasonable but need catalysts for an upgrade
BUSINESS
Is Tata Motors on track to go debt-free by next fiscal?
In the most recent earnings, even though the domestic business performed well, overall performance was poor due to losses at JLR.
BUSINESS
Valuation Dean Aswath Damodaran trims Zomato fair value, hints at buying below Rs 35
Damodaran’s assessment projects a potential downside of over 19 per cent for Zomato. For those who burnt their hands, Aswath's latest blog is a lesson for a life time.
EARNINGS
Tata Motors Q1 | Loss widens to Rs 5,006 crore, JLR a drag
Tata Motors Q1: The company's total revenue from operations, however, stood at Rs 71,934.66 crore, up 8.32% from Rs 66,406.45 crore in the year-ago quarter
BUSINESS
How should investors get recession-ready? Howard Marks has the answer
It is the time spent in the market that makes money and not timing the market, the Oaktree Capital Management co-founder says
MARKETS
House of cards: The likes of Zomato, Paytm have eroded Rs 3 lakh crore from their peak valuations
Consumer tech companies hit the stock market last year with the promise of representing the future of Indian business. The narrative was lapped up by investors, and some of these names turned multi-baggers before crumbling
MARKETS
Aswath Damodaran, Rakesh Jhunjhunwala vindicated as Zomato tanks 12% more
Ramdeo Agrawal and Rakesh Jhunjhunwala, two of the most successful investors on Dalal Street, had also ridiculed the pricing of the company at the time of its initial public offering
MARKETS
TCS vs Infosys vs HCL Tech: Who wins the top prize in Q1 earnings?
Analysts have turned cautious on the IT sector recently as after a bout of high growth, the numbers have started moving towards the mean
MARKETS
Can the recession in the US, Europe catalyse adverse ‘chemical’ reactions on D-St?
A Motilal Oswal analysis of 49 chemical companies suggests that these entities have announced a cumulative capex of Rs 23,200 crore for FY22-24
EARNINGS
RIL Q1 takeaways: Few more records created, ARPU keeps climbing up, retail biz shakes off Covid shackles, and more
While its oil business grew thanks to higher international prices and ramp up in exports, its retail business topped the pre-covid footfall numbers due to an ever expanding network of stores
EARNINGS
Gland Pharma tanks 7% as analysts cut earnings estimates post poor Q1
The company said continued supply disruption, cost escalation and the Company’s decision to shut down two of its manufacturing lines for productivity improvement have affected the business for the quarter
MARKETS
Midcaps or largecaps? Where should you invest in IT now that the report cards are in
Most largecap IT stocks, which have come out with their June quarter numbers, have lagged their midcap peers in terms of growth
MARKETS
ONGC and Reliance to roar after windfall tax cut: Morgan Stanley
"The two should imply 25-40 percent upside to equities as energy markets are expected to remain tight despite current volatility in oil and reduction in global fuel margins from peak levels,” said Morgan Stanley.
EARNINGS
Bharat Electronics spikes 6% after profit surges 15 times in Q1; analysts upbeat
The company said its total consolidated revenue from operations nearly doubled to Rs 3140.61 crore during the quarter ending June
MARKETS
Haitong Securities begins coverage on Ami Organics with 'outperform' tag, sees 19% upside
Thanks to its stellar growth outlook, the stock jumped sharply following its debut more than doubling from the IPO price. However, recently it has seen some selling
MARKETS
After 40% rally, ITC stock struggles to cross Rs 300. What should you do?
While a few analysts advise booking some profit now, others suggest it’s only a matter of time before the ITC stock resumes its rally.
MARKETS
Everything is going well for real estate stocks, for now
There is a good chance that real estate sale may have peaked in this cycle, as there are signs of troubles. Analysts have also advised investors to become cautious as there are headwinds for the sector going ahead
MARKETS
Hindustan Zinc jumps 5% on dividend announcement
The stock has resisted the fall in the wider metal and mining space despite a drop in zinc prices in the international market
MARKETS
PSU banks duck market volatility, improving performance keeps analysts, investors bullish
Most of the book cleanup is done now. High provisions coverage, which for some banks are as high as 85 percent, give the state-run lenders enough security to be aggressive
MARKETS
Pessimism grips metal, IT stocks most after recent spate of downgrades by analysts
Moneycontrol Analysts’ Call Tracker June 2022 reveals maximum sell calls in richly valued stocks
