EXPERTS STOCK IDEAS
Phillip Capital initiates Buy call on Coal India amid rising capex and robust growth prospects, sees 23% upside
The scheme is benchmarked against Nifty India Defence - TRI, which provided a return of 146.17% in the last nine months. Over the past three and six months, the scheme delivered returns of 60.66% and 87.04%, respectively. In the last one year, the scheme has achieved a return of 187.42%.
In the short run, good case for market upside; be careful as best-case scenarios priced in: Hemang Jani
Market expert Hemang Jani advises caution amidst rising markets. Trump’s potential return and US rate cut boost prospects. Bajaj Auto benefits from export recovery, monsoon, CNG launch; Hero Motor favored. Telecom sector positive with ARPU gains, Indus Tower strong. Dairy firms Parag, Hatsun, Dodla, and South Indian companies show promising growth, with favorable TDP relevance.
Vodafone Idea shares jump nearly 6% as SC agrees to consider plea on AGR dues
Debt-ridden Vodafone Idea's shares rose 6% to Rs 17.66 as the Chief Justice agreed to review its AGR plea, citing a patent error of law. Vodafone owes Rs 58,254 crore, paid Rs 7,854 crore. Airtel owes Rs 43,980 crore, paid Rs 18,004 crore. Supreme Court's 2019 judgment rejected rectification. Stock surged 34%, BSE analytics shows multibagger returns of 136.
F&O stocks to buy today: MCX, Apollo Tyres among top 10 trading ideas for July 16, 2024
Foreign institutional investors (FIIs) continued buying equities worth Rs 2684 crore, contrasting with domestic institutional investors who sold equities worth Rs 331 crore. July futures closed at 24,621, up 0.41%, with cumulative Open Interest (OI) across current, next, and far series rising over 3%, signaling significant long positions being built up.
Hot Stocks: Brokerage view on Bharti Hexacom, Vodafone Idea, Apollo Tyres, HDFC Life and Varun Beverages
JPMorgan has initiated coverage on Bharti Hexacom with an 'Overweight' rating and a target price of Rs 1,280. The brokerage believes the company is the best in the Indian market for repair pure-play, predicting a 20% CAGR driven by tariff repairs, with returns stronger than peers, boosted by ARPU and subscriber growth tailwinds.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
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Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 41%
As the nifty and sensex continue to touch new highs with just minor corrective mode, it is bulls who are in control of every corner of the street. In such conditions, the decision to hold the current stocks is probably an easy one. The more difficult decision is which sectors and stocks which one should look at if one is investing fresh money at this point of time. For that rather look at what is happening to stock prices, look at what is happening in the underlying business. Because finally it is the real business which matters and in a bullish market sectors which are witnessing real positive change are likely to perform better. So look at stocks where analysts' outlook has improved over the last one month. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Top Nifty50 stocks analysts suggest buying this week
Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. Simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
Budget and stock markets: How Nifty may behave and 50 stock ideas
Sensex and Nifty rose 5% last month, with markets largely flat pre-Budget. Historically, Nifty shows -0.3% pre-Budget and -0.5% post. Post-Budget, Nifty sees 5.7% average gain in one month.
Hot stocks: Brokerage view on HCL Tech and Avenue Supermarts
Nomura raised HCL Tech's target to Rs 1,720, citing Q1FY25 beat expectations. Investec, maintaining a sell view with a Rs 1,312 target, noted inline results with concerns over EBIT%.
Stock Radar: HOEC breaks out from inverse Head & Shoulder pattern; likely to hit fresh 52-week high
HOEC broke out from an inverse head and shoulders pattern after nearly four months of consolidation on daily charts. Experts foresee potential for the stock to reach around Rs 270 in the next 1-2 months. The stock hit a 52-week high of Rs 258 on August 11, 2023, but failed to maintain momentum, undergoing a correction for nearly 6 months.
Be bullish, just manage risks & desire; 5 midcap stocks for long term investors
In a bullish market many things change and one of them is the relationship between opportunity and challenges. Given the way markets are panning out, yes there are opportunities to make returns in a short term. But the challenge is finding the right stock which not only delivers a return in the short term but is also worth holding in the portfolio for the long term. This challenge emerges from the fact that valuations are at a higher level and a small negative news can damage prices much more and time wise correction can lead to returns turning much lower. So, there are two things which need to be managed, first avoid the risk of getting into wrong stocks and second is manage the desire of making all the returns in the short term.
Simple moat is good enough reason : 5 large cap stocks from different sector with right ratio matrix and upside potential of upto 38%
There are many textbook definitions of the word “ moat”. But what it means in simple terms is that there has to be something in a business and the management which makes it different from others and also helps it grow faster and more importantly on a sustained basis. It is not a very complicated thing, just a look at some basic numbers, a look at what the company management had said 5 years ago, whether it has been achieved or not. For example, in sectors where the debt is normally high because of the nature of business, a company which has been able to grow while keeping debt at a lower level is positive and is surely a moat, while if one goes by strict textbook definition of moat it might not fit it.
Mix and match? Looking for beaten-down and also momentum stocks: Aveek Mitra
Aveek Mitra of Aveksat Financial Advisory has been spreading bets defensively post-election, keeping minimal cash. Focusing on chemicals, IT, and pharma, he emphasizes risk management over returns. Highlighting investments in mid-smallcap, consolidation phases, and API, Mitra addresses rising investor expectations and remains adaptable, leveraging a client base built without promotion.
Weekly Top mid and smallcap picks: These mid and smallcap stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
F&O stocks to buy today: Eicher Motors, Bharti Airtel among top 8 trading ideas for July 10, 2024
The Indian market is poised to rise on Wednesday, influenced by positive global indicators. In terms of options, the maximum Call Open Interest (OI) is concentrated at 24,500 and then 24,400 strikes, while the maximum Put OI is positioned at 24,400 and then 24,300 strikes. Call writing is observed at 24,400 and then 24,600 strikes, with Put writing seen at 24,400 and then 24,300 strikes.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
India is still a stock pickers' paradise, says Porinju Veliyath, lauds Raymond for full value unlocking
Porinju Veliyath stresses market correction readiness, noting Raymond’s stock's rise from Rs 300 in 2021 to Rs 3,100. Raymond's lifestyle, real estate, engineering segments, Maini Precision ties, and the Rs 7,000 crore demerger on the 11th are key. Promoter attitudes, stock picking fundamentals, valuation comparisons, and a bulk deal in related stocks are also discussed.
Hot stocks: Brokerage take on Bajaj Auto, Titan, Dabur and 4 other stocks
Nomura reaffirms a buy rating on Bajaj Auto, setting a target price of Rs 10,207. They highlight the CNG bike's premium design, potentially creating a new market segment. Expected sales of 5-10K per month by year-end, though limited by CNG pump wait times.
F&O stocks to buy today: ONGC, CESC among top 10 trading ideas for July 8, 2024
On the options front, the highest Call Open Interest (OI) is positioned at 24,500 followed by 24,300 strikes, whereas the maximum Put OI is situated at 24,000 and then 24,200 strikes. Call writing activity is observed at 24,200 and further at 24,600 strikes, while Put writing is evident at 24,200 and then 24,300 strikes.
Business first, stock second: 5 largecap stocks where management & business are better placed with an upside potential of upto 23%
What does a hospital, chemical or rather specialty gas supplier, FMCG, and real estate company have in common? Surely not the product. What binds them is the ability of management which has been tested in tough times. Another common factor, business is such that returns on investment are higher and are also consistent. The reason why these things become important at this point of time is the fact that in bull markets, there is no dearth of explanation and narrative, when putting money one has to look at one reason which becomes the focal point to avoid panic when there is correction. So, if the management and business are good then corrections will come and go and in the long term higher return would compensate for the patience which one shows in the times of correction.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 24%
If anyone had any doubt that both indices and broader markets are not in control of bulls, all those doubts were cleared on Friday. For the majority of the day, nifty was trading in red, thanks to the banking stocks and largely the HDFC Bank. But within minutes, Nifty changed its color to green and market breadth, which was already positive, gained momentum. So, while being bullish, stay alert and just make an attempt so that common mistakes of bullish markets are avoided. We look at stocks which have witnessed a continuous rise in their score in the last one month. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Weekly Top mid and smallcap picks: These mid and smallcap stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Should you deploy fresh money and ideas with Sensex@80K? Aman Chowhan answers
A clear avoid now will be companies with too much hype and euphoria, and maybe some segments within the different spaces where valuations have gone crazy, says Aman Chowhan. Some of the consumer names are trading north of 70-80 PE, which is also a clear avoid s. It has more to do with companies and valuations than any specific sector or segment, says Chowhan.
Idea of Kotak as a party to Hindenburg’s Adani shorting strange and almost unbelievable: Shriram Subramanian
Shriram Subramanian gives his opinion on the saga involving Kotak Mahindra Bank, Hindenburg Research, and Sebi deepens with the emergence of a show cause notice and the potential for parallel investigations. Details reveal suspected violations, offshore fund structures, and ongoing Adani investigations, raising questions about the alleged role e of Kotak in the controversy.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Nifty Outlook: Expert predicts consolidation, suggests profit booking & sectoral rotation
Financial expert Osho Krishan discusses the current state of the Nifty index and provides insights into market movements and sectoral trends. He says the Nifty is experiencing a rising channel pattern and suggests that investors consider booking profits around the 23,080 to 23,160 levels. Krishan also emphasizes the importance of trailing stop losses and utilizing dips to accumulate long positions. He predicted sectoral rotation, with IT stocks gaining traction.
Mark Mobius expands portfolio; finds telecom stocks attractive; adds RattanIndia and Waaree Renewables
Mark Mobius, Chairman of Mobius Emerging Opportunities Fund, discusses the growth opportunities in India, particularly in the telecom, infrastructure, and power sectors. He emphasizes transparency concerns in avoiding bank stocks and highlights the potential impact of Modi's election outcome on the market. Mobius says the power sector is going from strength to strength in every area of material.
F&O stocks to buy today: IEX, Coal India among top 9 trading ideas for 21 May 2024
Indian market likely to consolidate on Tuesday tracking muted global cues. India VIX indicates positive sentiment. Chandan Taparia from Motilal Oswal Financial Services Limited predicts a trading range of 22000 to 23000 for Nifty. Stocks recommended for short-term trading include IRCTC, MCX, Zydus Life, Coal India, NALCO, IEX, Axis Bank, and Aurobindo Pharma.
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