Stock Pick

A compelling auto ancillary play amid trade tensions

Multiple factors to drive the performance of this company

This auto ancillary player is immune to trade tension

Fiem is foraying into the PV segment while exploring opportunities in the EV market

Should this auto ancillary find a place in your long-term portfolio?

In Q3FY25, for the first time in Craftsman Automation Ltd’s history, the management has given a guidance of what to expect in the coming years. It has guided for Rs 7,000 crore in revenue in FY26

Stock of the Day: Hindustan Unilever Limited: Gradual recovery in consumer demand to aid growth

Hindustan Unilever, a top player in the FMCG space, continued to gain market share amid heightened competitive intensity, backed by a wide product basket and presence across price segments. The company is well-positioned to expand its presence in under-penetrated categories in the rural and the urban markets where per capita consumption is low. This will expand the TAM (total addressable market) and drive sustainable growth.

Craftsman Automation: Enough headroom to grow, valuation fair

With a strong market presence in its targeted segments, CAL is poised to benefit from the expected positive trends in commercial vehicle demand

Endurance Tech: Robust orders, strong revival in domestic operations

The auto ancillary has a technologically superior product range and a dominant position in the 2W segment

Nifty may hit 20,200 in December on growth outlook, says Axis Securities

ICICI Bank, ITC, Ashok Leyland among Axis Securities' top stock picks for October.

Subros: Wider EV adoption, PV demand augur well

With demand remaining buoyant in the passenger vehicle (PV) and commercial vehicle (CV) segments, semiconductor chip-supply issues waning, and raw material prices softening, Subros can be added in the portfolio from a long-term perspective

Stock of the day I Hind Aeronautics I Robust order-book, reasonable valuation, capacity expansion

Hindustan Aeronautics a dominant player in the defence aeronautics, enjoying a high economic moat, could be a good long-term story. With the strong orders in its hand and a robust pipeline of orders to be awarded along with its huge capacity expansions, the company is set to deliver higher growth in the coming years.

Bosch: Expected growth in M&HCV segment to boost demand, revenue | Stock Of The Day

Bosch is a leader with 75 percent market share in diesel injection system and its fortunes are directly correlated with the CV segment. With the pickup in economic activities, re-opening of schools, colleges and offices post the pandemic, the demand outlook across all pockets of CV segment is very encouraging. So, what makes it our stock pick? Watch to find out,

Stock Of The Day: Cyient | Outperforming Nifty IT Index | FY24 Revenue Target Of A Billion Dollars

To keep you informed and ready for the trading session, Moneycontrol presents Stock Of The Day where top experts share their views on the fundamentals and technicals of a stock that you need to watch out for

Indian Energy Exchange: Earnings, reasonable valuation the key draw

Short term issues impact financial performance but the stock should do well; earnings growth expected to resume from second half of the current fiscal

Discovery Series: An auto ancillary that can add force to your portfolio in the long run

Industry outlook bright for LGB Bros, which is a market leader; it’s valuation too is reasonable

Bosch: Challenges stay, what next for investors?

In light of upcoming opportunities in digital solutions, advanced electronic system capabilities, and electrification of vehicles, Bosch is set to add new components in the portfolio, offering more avenues for growth

Eye on economic revival? This high quality small-cap shapes up well

Decent recovery in the business and earnings of Grauer & Weil to support this high quality small cap stock

Endurance Tech: Best proxy to play growth in 2W segment

We expect Endurance Tech to outperform the industry by acquiring new clients and increasing its share of wallet from existing clients

Ideas For Profit | Why Endurance Tech stock is the best proxy to play two-wheeler revival theme

Endurance Technologies' stock price has fallen by more than 20 percent from its 52-week high in November 2021. The stock is now trading at 25.8 times FY22 projected earnings, which is a 12 percent discount to its 5-year average value of 29.5x. Is now the right time to buy the stock or could it correct further? Let's find out.

Ideas For Profit | Improving shrimp prices & volumes to aid Apex Frozen Foods' stock over long term

Apex Frozen Foods has weathered the prolonged slump without much damage. Investors should start accumulating the stock at current levels as both the shrimp prices and volumes appear to inching upwards, providing a strong indication that we are well into the early phase of an upcycle. Watch the video to know how Apex's performance is shaping up

Deep Value Series: Market correction offers a chance to buy these two stocks

A severe correction in the stock markets due to concerns related to the new COVID-19 variant gives us a good opportunity to buy some of the companies in the automobile pack

Ideas For Profit | Why Page Industries is an attractive stock despite high valuation

At current price, Page Industries’ stock is trading at P/E of 72x its FY23 projected earnings. The valuation is at the higher end of its long term historical averages. However, there is visibility of robust earnings growth over the next three-four years, which will sustain the premium valuations of the company. Here’s why you should add the stock to your portfolio

IndiGo, SpiceJet go head to head, who can fly higher?