Stock Ideas

Samvat 2081 Special| Should Return Expectations Be Tempered? Stock Ideas From Motilal Oswal

It's been a stellar year for Indian equities with benchmark Nifty 50 giving a 28% return since last Diwali. Domestic liquidity has seen a phenomenal rise, investment in equity mutual funds have been stellar and India remains the fastest growing economies in the world. What does Samvat 2081 hold for the market and where can one invest? Catch Nandita Khemka in conversation with Siddhartha Khemka, Head of Retail Research, Motilal Oswal.

This defence stock gets it right for safety of capital, reasonable returns

HAL, with its focus on both domestic and international markets and ongoing capacity expansion, is well-positioned to capitalise on the growth potential in the defence aerospace sector.

Larsen & Toubro Q1 FY24: Execution picking up, earnings to follow

Strap: Strong order inflows, better execution, and momentum in capex cycle augur well for the company

Cochin Shipyard: Sailing through steady waters

Slow execution of some of the large projects, delays in approvals, change in scope of projects, and non-availability of key imported components have hit the company. In the current year, it is expecting close to Rs 3,900 crore revenue – an YoY growth of almost 65%

Engineers India: Growth momentum gathering steam

With order inflows and orders in hand remaining strong, there is enough scope for improvement in execution and margins

IRCON International is switching to growth fast track. Time to board?

Supported by a strong order book, revenue visibility remains good and profitability, too, should be better

NTPC: Asset monetisation, valuations lend stock a hand

Earnings visibility and low valuation to keep stock in momentum

Does Adani Ports and SEZ offer value?

Though the group overhang is a bother, the company’s stock offers attractive risk-reward proposition

Hindustan Aeronautics: The stock is scaling new highs

Strong entry barriers and high technical capabilities provide sustainability and certainty to the business

Hero MotoCorp’s VIDA V1 pricing disappoints but EV investments are heartening

The VIDA V1 EV’s premium price tag saw the Hero MotoCorp stock receive a lukewarm response on the bourses.

Ideas For Profit | Dr Reddy’s: India, China & Russia opportunity to offset US pricing worries?

Dr Reddy's stock is trading at 9.7x FY24e EV/EBITDA, which is at a discount to the median multiple for the sector. MC Pro believes steady traction in limited competition products and strong presence in emerging markets make the stock an accumulation candidate on declines. Watch the video to know about the key triggers and tailwinds for the company.

Defence stocks could still be the best long-term bet

Despite recent rally, the defence stocks offer solid value from the long-term perspective

Morning Trade | Stocks In Focus: ICICI Bank, RIL, Future Retail; What's Buzzing In IT Sector?

Tune in at 8:30 AM as we bring you the first episode of our brand new daily show, Morning Trade with Moneycontrol. Get stock ideas, your queries answered and know what’s buzzing in IT space. Join Karunya Rao in conversation with Goldlocks Premium Research's Gautam Shah and Moneycontrol's Madhuchanda Dey.

CEAT: Should you get behind the wheel?

At current price, the CEAT stock offers favourable risk-reward to investors

Ideas For Profit | Why Lemon Tree is among the best stocks to play hotel sector upcycle

Also, demand-supply dynamics in the hotel industry are expected to remain favourable over the next two-three years, benefitting larger branded players like Lemon Tree. MC Pro expects Lemon Tree to emerge stronger post COVID-19. Here’s why it’s one of the best stocks to play the hotel sector upcycle.

JSW Energy: Stock run-up fully covers earnings growth

JSW Energy stock turns expensive after the recent rally in share price

Grauer & Weil: Business sees strong revival, but valuation expensive

The story of revival in earnings of Grauer & Weil, backed by higher demand from end-users, continues to play and get better as concerns about the second wave fade

For Siemens, structural story burns bright, but mind the valuation

Growth drivers of Siemens in place, but high valuations could be an issue in the near term

Ideas For Profit | Shakti Pumps - Our winning idea; can the stock rally more?

The stock of Shakti Pumps recently made a high of Rs 784/share, recording gains of almost 175% in around five months. Operational recovery and strong growth in earnings supported by orders from the government backed the stock surge. In this edition of Ideas for Profit, Moneycontrol’s Karunya Rao analyses the stock valuation, earnings key triggers and opportunities for growth

Shakti Pumps: Our winning idea, can it do more?

An earning led recovery in share prices could sustain in the near term

Moneycontrol Pro Research -- Winning ideas of the year gone by

As we look back, we have more than one reason to cheer on the investment space

Ideas For Profit | Does JSW Energy have enough steam to power ahead?

JSW Energy, a subsidiary of JSW Group, was able to report 14 percent year-on-year growth in net profits during December quarter of the fiscal year 2021. Its balance sheet has got the backing of low debt and surplus cash. With new projects in the pipeline, does JSW Energy have enough steam to power ahead? Watch the video to find out.