Kotak

Most blockbuster listings lose their spark after debut day, Kotak’s analysis shows, as only a handful of hot listings sustain their debut-day buzz.

Market correction offers limited investment opportunities amid frothy valuations: Kotak Equities

The Nifty-50, Nifty Midcap 100, and Nifty Smallcap 100 indices have declined 7%, 6%, and 4% respectively from their peaks, and by 4%, 4%, and 2% over the past three months.

Funding BSV Deal: Mankind Pharma picks Kotak, IIFL for upto Rs 3,000 crore QIP

Mankind Pharma sealed the Rs 13,630 crore acquisition of private equity firm Advent International owned Bharat Serums and Vaccines (BSV) in July.

Eicher, BHEL, and more: Kotak flags overvalued stocks amid profitability concerns, unrealistic growth expectations

Kotak Institutional Equities' latest report highlights companies with inflated market caps despite lacking profit margin opportunities. The report notes a clear disconnect between narratives and numbers, with certain stocks' market caps not matching their best-case profit projections.

Kotak Bank’s loss is Federal Bank’s gain

The exit of Joint Managing Director KVS Manian dragged Kotak Bank’s stock by 3 percent. But Federal Bank, where he is tipped to join as per reports, gained 3 percent

Kotak starts coverage on Neogen Chemicals, sets target at Rs 1,840 a share

Neogen is poised to lead in battery chemicals with its early entry and technology partnership with MUIS (Japan), targeting over 30 percent market share in India by 2030. Additionally, its core business sees traction in the CSM segment.

RBI action: Kotak Mahindra Bank says taken measures to adopt new tech, assures existing customers

In a major regulatory move, the RBI barred KMB from onboarding new customers through its online and mobile banking channels and issuing fresh credit cards

Carlyle picks JPMorgan and Kotak to help arrange Hexaware IPO

The US investment firm plans to hold the IPO as early as in the fourth quarter of this year, the people said, asking not to be identified as the deliberations are private.

Top largecaps ripe for picking, says Kotak Institutional’s Sanjeev Prasad

The analyst believes, right now, the Indian stock market is in the bear, bull and bubble phase – all at the same time. Several largecaps are in bear market, a section of mid and smallcap in bull market while another section is full of froth.

Kotak Data Centre Fund invests Rs 600 crore in Sify’s data centre business

With this transaction, KotakAlt managed funds' total equity commitment to SISL is Rs 1,600 crore, of which Rs 1,000 crore has been invested to date including the current investment of Rs 600 crore

Short Call | Banks see the churn; IDFC Bank, MCX, NMDC steal focus; cement makers seek price hikes

Last year, it was IT employees who were getting good deals from their employers. Now it seems to be the turn of bank employees to have their day in the sun

Moneycontrol Selects: Top stories this afternoon

Our specially curated package of the big stories to help you stay at the top of your game.

Jefferies, Kotak sound caution on India's prospects amid recent macroeconomic concerns

Brokerages are advising investors to be cautious about India's relatively strong macroeconomic position, as recent developments have raised concerns.

I dream of Indian rupee as reserve currency by 2047, says Uday Kotak

Kotak Mahindra Bank MD and CEO picked education, defence, economic growth and social well-being as the areas that India should focus on to become a global leader by 2047

PM's Vision Of India Becoming 3rd Largest Economy In The World Is Very Much Possible: Economists

PM Modi recently announced that India will become the third largest economy in the world. Moneycontrol’s Shweta Punj caught up with Nilesh Shah of Kotak and Indranil Sengupta of CLSA to understand if that’s a possible and what will it take for India to get there. The consensus is that India will become the third largest economy in the world even if it continues to grow at the current rate of 6-6.5%. But per capita income growth will take more time. Tune in.

Exclusive-Chubb seeks 49% of India's Kotak General Insurance, has edge over Zurich -sources

Chubb, the world’s biggest property and casualty insurer, operates in 54 countries and has nearly $200 billion in assets.

Moneycontrol Selects: Top stories this evening

Our specially curated package of the most interesting articles to help you stay at the top of your game.

Kotak puzzled by broad-based market rally, seeks clarity on outperformance of midcap, smallcap stocks

The brokerage house has reduced its weight in certain consumer sectors and trimmed positions in banking stocks

Remain constructive on real estate sector: Kotak Institutional Equities

The positive commentary comes despite key real estate stocks outperforming the broader market. "We continue to remain constructive on the sector owing to strong operational performance by the players,” Kotak said

Short Call | Contrarian call on IEX, investors cool to Voltas, simmers in Kotak Bank, and calm before storm

One could say that the market trends reflect a bullish outlook among participants, while another way of looking at it is that they may be beginning to get complacent

Moneycontrol Selects: Top stories this afternoon

Our specially curated package of the most interesting articles of the day will help you stay at the top of your game.

Canara Bank, Adani Port gain entry into Kotak's largecap portfolio

Bank of Baroda and ABB India out of the largecap portfolio. Devyani International removed from the midcap portfolio

Kotak sees limited scope for earnings upgrades in India's micro outlook

Kotak predicts moderate earnings growth over FY2024-25 with limited potential for earnings upgrades across sectors, cautioning that earnings downgrades in the consumer discretionary space cannot be ruled out.

Uday Kotak may not face RBI hurdle for appointment in non-executive role as cooling-off period may not apply, say experts

Earlier, shareholders of Kotak Mahindra bank voted 99 percent in favour of Uday Kotak taking up as the non-executive non-independent director of the bank after he steps down as the MD and CEO.

Titan reduces franchisee incentives to expand jewellery margins

This move allows Tanishq to have a share of the operating leverage benefits garnered by L2/L3 franchisees