Earnings Season

Bernstein recommends increasing exposure to the technology sector, noting that earnings downgrades there are at “record low levels” and likely bottoming out.

Jefferies India lowers FY25 earnings estimates for 63% of companies it covers, steepest downgrade since 2020

The note said the earnings downgrades have been a result of a cyclical slowdown in the economy, resulting in a cut of FY25 EPS estimates for 63% of the 121 companies under the coverage that have reported results.

Axis Bank’s balance sheet growth is not powering its profits yet

Even as the heat on deposits is on, Axis Bank is aiming to expand its branches, just like its peers to keep up the fight to garner deposits. This and spending on tech, along with general employee expenses, has been a big drag on profits

Five takeaways from Reliance Industries’ Q3 results

Future growth in Reliance will be driven by digital and retail businesses, with the entire benefit of its capex flowing in over the next few quarters

Between Quarters: The Funnycontrol earnings special

This earnings seasons promises to be special.

Q2 earnings surprises could lead to sharp stock moves

A lowering of IT sector guidance, a good show from BFSI, auto and oil marketing companies are anticipated events in the earnings season. But be prepared for surprises 

Is Q1 as good as it gets for India’s banks?

Signs of moderation are already visible, and analysts are noting in their reports that banks won’t be able to hold on to their fat net interest margins or even balance sheet growth for long

Stocks advance, US yields dip as earnings season picks up

On Wall Street, the S&P 500 was roughly unchanged, but the Dow Industrials were weighed down by a 1.95% drop in Goldman Sachs after its quarterly results.

World stocks pause before earnings results reveal if rates have bitten

U.S. banks including JP Morgan, Citigroup and Wells Fargo reaped windfalls from higher interest payments their first quarter earnings reports said on Friday.

Tech rally faces a reckoning ahead of tough earnings season

While investors have flocked to tech in the market shakeup amid recent banking turmoil, the rotation is at odds with analyst calls for the steepest drop in quarterly profits for the sector since at least 2006.

Asia analysts predict biggest profit drop since pandemic started

Earnings per share for MSCI Asia Pacific Index members slid 16 percent in the three months through June from a year earlier, the steepest decline in eight quarters, according to analyst estimates compiled by Bloomberg Intelligence

Half-way into earnings season, more downgrades than upgrades, finds Jefferies

Global linkages are weighing down earnings estimates.

This earnings season will be awkward for the US Fed

The central bank may find itself rooting against Corporate America. After decades of being a cheerleader for rising corporate valuations, the US Fed is undergoing a massive reversal

Business in the Week Ahead (April 11-15, 2022)

TCS and Infosys will kick off the earnings season. Hariom Pipe Industries will list on the stock exchanges

US companies tipped for strong earnings season despite growing threats

Companies in the S&P 500 stock index are forecast to deliver year-on-year earnings growth of nearly 22 per cent for October-December 2021, according to Wall Street estimates

As earnings season begins, inflation and supply chain cloud outlook

Analysts, however, expect the S&P 500 index to rise by 15 percent over the coming year

What to watch out for in the Q4 earnings season

The base effect is not the only factor investors should be keeping an eye on in this earnings season

September quarter earnings: Top 5 things to look for during earnings season

Simply avoid taking new positions in stock if its results are due within a week. Booking your profits and staying away from the stock before its results are announced is not a bad idea

3 Point Analysis | Hotels Sector Q2 : Review & outlook

Sakshi Batra does a 3 point analysis of the hotels sector and identifies the stocks that could outperform peers in the upcoming quarter.

IFCI posts Rs 45 crore net loss in Oct-Dec qtr

The company has registered a net profit of Rs 154.33 crore during the October-December period of previous fiscal.

Earnings Pataka: Navin Fluorine Q4 net profit zooms 90%

CNBC-T V18‘s Varinder Bansal gives an insight on midcap outperformers that might have missed the eye of investors in this earnings season.

Will Q4 be start of the end of earnings downgrade cycle?

Speaking to CNBC-TV18, Gautam Chhaochharia said that he expects an earnings growth of around 10 percent for the fiscal year 2017 and sees a strong fourth quarter for the pharma sector on a year-on-year basis.

Nifty likely to open in red on mixed global cues

Asia markets were trading mixed mid-morning after stocks in the US closed slightly lower as investors looked ahead to earnings season. S&P 500 fell back into negative territory for the year so far.

Earnings, direction of $ to show way for global mkts: Verstraete

According to Bruno Verstraete of Lakefield Partners, US dollar will show the way for the market – weaker the dollar better it is for commodities and emerging markets because it will help bring back risk-on in the market.

See FY16-17 growth forecast revised lower: Religare Invesco

Earnings are trending lower, says Vetri Subramaniam, CIO of Religare Invesco Mutual Fund. According to him, FY16 and FY17 growth estimates are likely to be revised lower by the end of the earnings season