BUSINESS
Warren Buffett’s 94th Birthday Gift: Seven timeless tenets of investing
With a 68-year track record of investing, Warren Buffett has evolved investing principles that are like immutable laws.
BUSINESS
As pharma crawls back into spotlight, here are Aditya Khemka's tips for spotting value investments
The fund manager at InCred PMS decodes the puzzle of value investing in the fragmented pharma and healthcare space with key insights. He warns against the lure of quick profits, championing a long-term vision as the right path in the conquest of investment success in the sector.
BUSINESS
Short call | NFOs building narratives for stretched valuations, vast playing field for retailers; L&T Tech, LTIMindtree in focus
“No investment vehicle should offer more liquidity than is afforded by the underlying assets.”-Howard Marks
BUSINESS
Fed rate cut optimism, revival in discretionary demand ignites party among IT stocks
Growing bullishness for IT stocks has spurred a fresh wave of buying in the sector, pushing the Nifty IT index to a new peak
BUSINESS
Insecticides India surges to all-time high on strong Q1 earnings show
Insecticides India achieved growth across all key metrics—profit, revenue, and profitability—in Q1. This performance is particularly noteworthy given the challenges facing the broader agrochemical industry, which is currently grappling with excess Chinese inventory and weak pricing.
BUSINESS
Jefferies upgrades Zydus Life to 'buy', sees buying opportunity after recent correction
Jefferies also raised its price target for Zydus Lifesciences, for the second time this month to Rs 1,450, implying an over 30 percent upside potential.
BUSINESS
Q1FY25 results offer hopes of recovery for chemical players, but risks continue to loom: Nuvama
Chemicals players in the discretionary space saw clear signs of growth revival in Q1FY25, while agrochemical companies need to wait more for a recovery in demand.
BUSINESS
Madhusudhan Kela and Sunil Singhania bought this stock only four months ago. And now, the stock is on steroids
Shilpa Medicare’s robust drug pipeline, CDMO biz revival has bolstered sentiment for the stock.
BUSINESS
All boats rise in market euphoria, but point of diminishing returns to kick in, say fund managers
A significant influx of flows through systematic investment plans (SIPs) is pumping strong local liquidity in the market and masking weaker earnings performances, making it a key risk factor for future returns, experts believe.
BUSINESS
Surge in promoter sell-offs: A signal of market peaking? Leading fund managers Rajeev Thakkar, Roshi Jain and Dinesh Balachandran have differing takes
While many experts view the surge in promoter stake sales as tell-tell signs of a market peak, others argue that it's important to differentiate the nature of these sales. Not all promoter stake sales should be interpreted as a sign of valuations reaching their peak.
BUSINESS
Kalyan Jewellers sees Rs 3,585 cr block deals as Highdell Investment likely sells stake to promoter
Following the transaction, Kalyan Jewellers' 'promoter' and 'promoter group' shareholding is set to increase to 62.95 percent, up from 60.59 percent at the end of the June quarter.
BUSINESS
ICICI Securities sees sharp downside for Mazagon Dock stock once again; will the brokerage be right this time?
ICICI Securities is one of the few brokerages to consistently issue bearish forecasts for Mazagon Dock Shipbuilders, only to see the stock defy its predictions every single time so far
BUSINESS
Short call: India Inc's earnings squeeze while valuations plays 'catch me if you can'; Zomato, Glenmark in focus
At all times, in all markets, in all parts of the world, the tiniest change in rates changes the value of every financial asset. - Warren Buffett
BUSINESS
PVR Inox stock dances to Stree 2's tunes; rises 4%
The Shraddha Kapoor and Rajkummar Rao starrer horror-comedy has been gaining strong traction from viewers as it is inching closer the Rs 200 crore box office collection mark in India.
BUSINESS
UBS cheers for Zomato's Q1 earnings surprise, lifts price target to top Rs 300-mark
UBS is among the first brokerages that assigned a price target of over Rs 300 for Zomato, backed by the company's strong Q1 earnings show and scope for margin expansion.
BUSINESS
Even with lofty valuations, strong local liquidity promises a lengthy runway for Indian equities: Macquarie
Despite the lofty valuations of Indian stocks, non-institutional investors remain unfazed, fueling a market still buzzing with domestic liquidity. Macquarie believes this steadfast faith will keep Indian equities on a high premium, as long as local liquidity remains robust.
BUSINESS
Brokerages cheer Apollo Hospitals' strong growth outlook across segments
Brokerages see multiple growth levers for Apollo's key businesses- hospitals, Apollo Health and Lifestyle, and Apollo HealthCo, which are anticipated to drive a stronger turnaround for the healthcare services major.
BUSINESS
Apollo Hospitals' flagship healthcare services biz to see 100 bps margin expansion over next 4 quarters
Apollo said that margin growth for its healthcare services business was somewhat lower in Q1 FY25, largely due to a reduced contribution from surgical cases, which also tempered ARPOB growth during the quarter.
BUSINESS
Apollo Hospitals shares rise on better-than-expected Q1 earnings
Apollo Hospitals' flagship hospital business delivered 15 percent revenue growth along with an improved bed occupancy rate which stood at 68 percent in Q1 FY25.
BUSINESS
Apollo Hospitals Q1 Preview: Steady occupancy, healthy HealthCo sales to aid profit growth
While most brokerages had growth expectations for Apollo within a similar range, it was BNP Paribas that had an extremely bullish profit estimate for the healthcare services company.
BUSINESS
Zydus Life shares drop as profit booking seeps in after stellar Q1 show, record high margins
While many brokerages have raised their price targets for Zydus Life following its impressive quarterly performance, some have noted that the stock's limited upside potential is due to current valuations already reflecting future growth prospects.
BUSINESS
Biocon plans to expand margins to 25%, led by new products and markets: Group CEO Peter Bains
Bains described FY25 as a year of consolidation for the biosimilars business. And with the expansion of Biocon's vertically integrated model into new geographies, he also anticipates the drugmaker's portfolio growth to gain momentum.
BUSINESS
Lupin stock hits 52-week high on JPMorgan upgrade to 'overweight'
JPMorgan remains optimistic about Lupin's US product pipeline, margin improvements, and robust domestic growth prospects, leading the brokerage to forecast a 17% upside potential for the stock.
BUSINESS
JB Pharma stock surges to 52-week high on stellar Q1 earnings show
JB Pharma has upbeat future growth plans, targeting operating margins in the range of 26 -28 percent and taking the share of chronic therapies in its India business to 80 percent.
