BUSINESS
Bharti Airtel stock top Nifty gainer, jumps 3%; brokerages raise target prices on tariff hike, ARPU optimism
Given high expectations of a tariff hike post-elections by all players, Bharti is in an enviable position, according to most brokerages.
BUSINESS
Analyst Call Tracker | HDFC Life, HUL see upgrades despite underperforming
While HDFC Life and HUL have been under pressure, some analysts have taken a contrarian stance and upgraded their ratings.
BUSINESS
Brokerages unimpressed with Asian Paints’ Q4 show as price cuts weigh on revenue
With the entry of Grasim Industries into the paints business, the outlook on Asian Paints’ near-term prospects remains subdued, said experts.
BUSINESS
Leverage a double-edged sword that can lead to ruin, warns Howard Marks in latest memo
When the risk of downward fluctuations get under-estimated over time, it leads to leverage becoming excessive, Howard Marks wrote in his latest memo.
BUSINESS
India to surpass Germany, Japan to be 3rd largest consumer market by 2026: UBS
Over the past decade, India's consumption has almost doubled to $2.1 trillion in 2023, up from $1.2 trillion in 2013.
BUSINESS
Asian Paints Q4 Preview: Subdued demand, competitive intensity to weigh on volumes, revenue
Despite implementing price cuts in Q4, Asian Paints' volume did not recover during the quarter, putting pressure on the topline.
BUSINESS
PSU bank stocks fall on RBI's draft on tighter norms for infra project financing; what will its impact be?
Public-sector lenders will be disproportionally impacted if RBI's guidelines are implemented, since they have a higher exposure to infrastructure loans.
BUSINESS
Titan Q4 results review: Brokerages slash target prices, high gold prices to hit demand
Titan's near-term growth outlook appears subdued due to high gold inflation, which is affecting demand sentiments.
BUSINESS
IOC up 3%, but what could spoil the party?
Kotak said Q1FY25 will be dismal for Indian Oil Corporation driven by a cut in EBITDA estimates, increased debt estimates, and a miss on recent earnings.
BUSINESS
Britannia Q4 results preview: PAT may decline 3% as rural demand fails to see substantial recovery
Britannia Industries' business volumes in Q4FY24 are likely to grow in the mid-single digits, according to experts.
BUSINESS
Titan Q4 results preview: Jewellery segment to fuel revenue growth, retail footprint expands
Titan's growth will be led by its jewellery segment, as the improved wedding segment performance is set to drive performance.
BUSINESS
Berkshire Hathaway shareholder meeting begins soon: What to expect from Warren Buffett, likely questions
Apart from queries about specific sectors or business, the Oracle of Omaha is also often posed with questions regarding his general strategies and perspective during Berkshire Hathaway's annual shareholder meeting.
BUSINESS
AU Small Finance Bank best suited to transition to universal bank per new RBI guidelines, say brokerages
Brokerages are positive on AU Small Finance Bank, which emerges as a top contender to transition to a universal bank, according to the RBI's latest guidelines.
BUSINESS
Private hospitals poised for growth on rising healthcare spends, market share, expansion plans: Anand Rathi
Anand Rathi predicts private hospitals will dominate India's healthcare system as government funding falls short. It recommends buy on Max Healthcare, Rainbow Children’s Medicare, KIMS and Jupiter Life Line Hospitals,
BUSINESS
Nestle India Q4 review: Brokerages mixed despite earnings beat, inflation to pressure margins
Nestle India Q4: Brokerages remained mixed on their outlook, cite commodity inflation pressure, Cerelac controversy
BUSINESS
HUL in Q4: Revenue buoyed by premiumisation, rural recovery hinges on monsoon
HUL's volumes should increase in the first half of FY25, while full revenue recovery will be visible in 2HFY25, said experts
BUSINESS
Tata Consumer Q4 review: Brokerages bullish despite 19% profit fall, shares tank 5%
Tata Consumer's strong EBITDA margin expansion in the non-branded segments and its international business, said analsyts.
BUSINESS
Hindustan Unilever Q4 Preview: Price cuts, slow demand, regional competition to hurt topline
The hike in royalty payments to parent Unilever are likely to adversely impact HUL's EBITDA margins, say experts
BUSINESS
Market correction inevitable as NDA’s 400-seat mission less likely to transpire, says Bernstein
If election results are not in favour of current market predictions and expectations, markets will see an "inevitable correction," as per Bernstein
BUSINESS
Do the rally in metals, other commodities, hint at reflation trade?
During periods of reflation trade, investors turn overweight on sectors or assets that will gain from rising inflation
BUSINESS
Infosys trades lower after Q4 earnings miss expectations, brokerages slash targets
Infosys Q4: Brokerages cut target prices on management’s commentary alluding to weak discretionary spends for the upcoming fiscal
BUSINESS
How Howard Marks' advice on risk can help investors in the small, mid-cap spaces
Not every effort will be rewarded with high returns, but hopefully enough will do so to produce success over the long term, said Howard Marks
BUSINESS
Zomato largest gainer, most expensive stock among global peers. Has the stock peaked out?
When compared to certain global delivery peers, who are facing concerns with scaling up and seeing pressure on margins, market experts are predicting a continued rise in Zomato.
BUSINESS
Gold likely to continue record-breaking streak as Middle East tensions simmer
For extreme geopolitical risks, only gold and silver display consistent safe-haven properties, per experts.
