AEROSPACE AND DEFENCE PSU

Right from perennial under-performers like oil marketing and refining companies to PSU banks. Literally every stock which has the tag of “PSU” stock has seen a re-rating in the last two years. Now that the exit polls are predicting what the street h...

In an election season, there are bound to be times when one or the other narrative may make one question about whether one should sell the stocks. The underlying reason would be fear of losing the gains on which one is sitting. Especially when it co...

​In the last two years, it is a well known fact that every PSU stock has been re-rated by the street, right from perennial under-performers like oil marketing and refining oil companies to PSU banks. But if one looks a bit deeper there are some whic...

One of the sectors which has seen strongest re-rating in the last four years has been defence. Now in the last few days, the way markets have corrected and a narrative has come on the street that it is poll jitters which is making FPI sell, without ...

Anand Sharma discusses the extensive impact of public sector enterprises in various sectors under government control, emphasizing the wide theme of PSU equity with a focus on power, oil, financials, logistics, metals, and mining. Sharma says , PSU e...

With the signing of the technology transfer for Bismaleimide (BMI) Engine Bay Door (EBD), HAL can directly produce these high temperature resistant composite parts for the series production of LCA Mk1A aircraft meeting the initial requirement of IAF...

In the last four years of bull run, among the PSU space, defence was the first sector to see a re-rating, infact it was the sector which led back the resurgence of the PSU space which was then followed by railways and then NBFCs which are lending to...

India's 'Make in India' defence production success story is evident in record-breaking defence exports, reaching Rs 21,083 crore in 2023-24, a growth of 32.5% from the previous fiscal. With a focus on indigenisation, India aims to triple annual defe...

While there are clear signs of large cap stocks making a comeback on the street, it is reflected both in movement of Nifty sensex. The problem is that as a word the “large cap” is so open ended and we keep seeing stocks moving in and out of that cat...

As other sectors dominated by PSU companies come into limelight, defence stocks which ignited the re-rating of PSU stocks have moved into consolidation mode for some time. The question is whether the business is in consolidation mode or not, the ans...

If one looks at the last three months of the stock market moves, a new industrial house appears to be born and has caught the fancy of the street. Yes, we are talking about PSU as a set of companies. It is not owned by one individual but by the gove...

The Bengaluru-based company had also received an order worth Rs 339.31 crore, related to Combat Management System, Composite Communication System, Transmit / Receive Modules, Mobile Autonomous Stabilization System and other spares / services. Its cu...

Few years back, for a PSU stock to do well there was an unwritten rule on Dalal street. Is that company a divestment candidate? If yes, then the street would look at in a positive manner otherwise it was a no go area. Nobody on the street was intere...

The recent re-rating of PSU stocks has happened due to multiple reasons. Right from realization on the street that to paint everything to same brush just because they are owned by government and ignore the fact the growth element is probably not rig...

Neeraj Chadawar says: “We are identifying the stocks which are contributing to the ancillary demand of the manufacturing cycle. One stock which we identified is Amber Enterprises. The next is Sansera Engineering. This is auto ancillary company and i...

On a year-to-date basis, the S&P BSE PSU index has rallied more than 50% and scaled a lifetime high of 15,531 earlier this week. Meanwhile, the benchmark Sensex has given a little over 16% returns in the same period. A significant chunk of the gains...

There are many sectors which are dependent on the policy push by the government, but defence as a sector which has come into focus in the last three years is probably more impacted by policy direction as the government is the biggest spender on defe...

The stock of this PSU has had a near-vertical rise in the past three months. The stock price has appreciated by more than 40%. Recently the price has been struggling to hold on to the upside and is displaying signs of profit booking. It has formed a...

HAL (Hindustan Aeronautics Limited) is a state-owned aerospace and defence company that has seen strong investor interest in its stock in the past 5 years. The company hit a lifetime high of Rs 3,168 earlier this month. Hindustan Aeronautics is one ...