Moneycontrol Research

Weekly Tactical Pick: Should investors bet on the health of a weak healthcare stock?

The current valuation of KIMS is appealing and the stock exhibits resilience amid current market volatility

GM Breweries Q3 FY26: Margin adds a kick to the quarterly show

Steady volumes and disciplined execution drive operating leverage surprise

Can Karur Vysya Bank maintain its consistent show in 2026?

With a reasonably high RoA, the valuation looks reasonable despite the stock’s outperformance

Jewellery companies shine in Q3

The jewellery segment has been a clear out-performer in the consumer discretionary segment over the past few quarters, and we expect the industry to sustain a healthy growth momentum

From slowdown to surge — the auto turnaround in 2025

GST rate cuts and rural recovery support volume momentum

Landmark Cars: Transition pains behind, growth momentum builds up

The October-December quarter gathers pace with a double-digit YoY growth in passenger vehicle sales

What’s in it for shareholders if CSB Bank merges with IDBI Bank?

IDBI Bank’s ownership can be a shot in arm for Fairfax’s banking ambitions as it is over 8 times the size of CSB Bank in terms of asset base.

Is the FMCG sector poised for a recovery run?

Early updates point to a sequential improvement in consumption demand as the policy backdrop had strengthened

Shaily Engineering: High-quality growth, limited valuation cushion

Near-term growth visibility remains high, long-term risks are rising

Astra Microwave: Powering India’s strategic electronics

Its dominant presence in a niche segment, strong order book, robust project pipeline, and ongoing capacity enhancements provide clear and sustained earnings visibility

Shringar House of Mangalsutra: Will the stock shine more?

SHOML is among the few quality listed players in the jewellery manufacturing space. Apart from mangalsutras, the company is exploring entry into other product categories for corporate clients in the long run

Will 2026 be the year of Indian equities?

Besides macro and earnings stability, a relatively attractive valuation continues to remain a key determinant for the Indian stock market

Toppling of Maduro: What it means for global financial markets

The defence investment theme only gets better while Indian oil refiners can sniff opportunities

Is ITC a good buy, post correction triggered by the tax shock?

It appears that a stable taxation regime is over for the cigarette industry

Why this affordable housing play deserves attention

India Shelter Finance Corporation operates in a segment which represents the fastest-growing and most attractive sub-segment within HFCs

Weekly Tactical Pick: Does this chemical stock warrant attention, post recent correction?

New growth drivers as well core market demand augur well for the company which is in an expansion mode

Muthoot Microfin: Why this NBFC-MFI merits attention

While investors can play micro-lending through SFBs, a lower cost structure, higher earnings growth, and the potential to convert or being acquired by a bank make a pure-play MFI like MML a worthy bet

Will the Nifty cross 30,000 in 2026?

Upside potential is high and it is time to start preparing for another exciting year

2025: Year of IPOs, but massive fund-raising spree yields only selective winners

The IPO stories of the year offered many lessons for companies as well as retail investors. The year showed that merely being in a trending sector will not help companies and indiscriminate subscriptions will not reward investors

Aadhar Housing Finance: Is it a good bet on affordable housing?

The company is well placed, both on asset quality and growth trajectory

Will the current bond market dislocation resolve in 2026?

There is a clear disconnect between monetary easing and bond market performance as G-Sec yields have risen, despite aggressive cuts in policy rates

Why the US Fed may pause rate cuts and what it means for equities

In about 10 months, payroll addition has nearly stagnated and unemployment rate has picked up, but GDP and consumption data continue to surprise on the upside, despite tariff headwinds

Titan Company: What does its lab-grown diamonds foray imply?

Lab Grown Diamonds would enhance the fashion segment for Titan & enable it to retain a leadership position in the jewellery space, if the LGD market picks up meaningfully.

Coforge’s Encora deal: A big, bold acquisition, but is it an astute bet?

AI-led engineering, Data and cloud services are likely to deliver $2 billion revenue in FY27 for the combined entity, out of a total revenue of $2.5 billion