GROWTH STOCKS
Raymond board approves demerger of realty biz to unlock growth potential
The company anticipates numerous benefits from the proposed restructuring of its real estate business. This is due to the distinct nature of risks, competition, challenges, opportunities, and business methods between the real estate and remaining operations, resulting in varied growth potential. The separation aims to unlock and maximise the unique strengths of each division.
Valuations are up... will profits keep pace?
The market's high valuations necessitate positive earnings surprises for comfort, with bond yields and investor sentiment influencing market trends significantly.
Getting ready to end the 3-year exile: 5 stocks from diagnostics sector with upside potential of up to 53%
There are some businesses, where only a black swan event leads to sharp growth in profit. Otherwise the underlying nature is such that they don't have any sudden spike in their profits. But there is constant growth. The constant growth could be because of many reasons. It may be because of the fact that penetration of that good or service is very low and over a period of time as it improves, both top and bottom line keep moving upward. It could be because of the movement of business from the unorganized sector to the organized sector. Or due the fact that the “need” of that good or service is such that spending on it cannot be postponed. In the case of diagnostic business, it is all the three, or rather four. The fact is that in 2020, a black swan took place which led to the sudden spike in FY 2021 numbers, but then back to normal growth curve. Now for three years, there has been a painful process of partial normalization of valuation and end of price wars. Has the time come for extreme long term investors to bring them back on watchlist ?
China stocks fall on economic data; HK jumps
Market turbulence as private-sector survey highlights new order concerns, influencing Hang Seng Tech Index performance.
US stocks back at records while European bourses retreat
Wall Street equity indices advanced to fresh records Tuesday as markets embraced commentary from Federal Reserve Chair Jerome Powell, while European bourses retreated on unease about upcoming French elections. But bourses in Paris and Frankfurt both retreated amid concerns about the potential economic fallout should the far right win power in France in weekend elections.
FIIs end up buying Indian stocks worth over Rs 26,000 crore in June, all eyes now on Budget
After being net sellers in the last two months, a U-turn by FIIs comes amid expectations that reforms will continue after the elections. Improved GDP growth forecast and solid earnings by India Inc has also increased the appeal for FIIs, analysts say.
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Midcaps stocks for long term investors: 5 stocks from different sectors with right financial & growth matrix and upside potential of up to 49%
Buying quality stocks should be one of the basic principles while investing in markets. But when one is buying mid-cap stocks this principle becomes even more important for multiple reasons. At this point of time, when valuations are high and small corrections can lead to strong negative reactions in stock prices. So, while capital gains is the objective, never lose the perspective of protecting capital from sudden shocks. Now how does one do it? Look at the underlying business which is best understood by going through its annual report and look at a certain basic ratio in order to figure out how much return that underlying business can generate in best and worst case.
Economic cracks are getting exposed in the 2024 market bounty
Dispiriting trends that have been visible for months now alongside the frenzy for megacap tech stocks and private credit – are on display yet again. Companies with dicey balance sheets have underperformed anew in June. Equal-weighted stock benchmarks where disruptive AI market leaders have the same weighting as industrial bellwethers have lagged yet again.
Nike stock plunges as gloomy sales forecast fans growth concerns
Nike faces stock woes and market challenges, prompting a potential shift in leadership under CEO John Donahoe's digital-focused strategy. The company's strategic pivots towards sustainability and product revamps aim to counter market pressures, signaling a critical phase for Nike's future direction and management dynamics.
Nike sinks over 18% as gloomy sales forecast fans growth concerns
Nike shares slumped 18.6% in early trade on Friday as a forecast for a surprise drop in annual sales amplified investor concerns about the pace of the sportswear giant's efforts to stem market share losses to upstart brands such as On and Hoka.
Consolidation push to continue as key raw material gets scarce: 11 small cap cement stocks which fit the bill and may see some action
In less than a month, two cement majors clearly showed their intent. The intent is to grow through an inorganic route. One by complete acquisition, the other by taking a large stake in the company. Another common thing, both of them are focussed on the southern part of India, where the cement companies have a history of being under pressure. So why are they looking toward southern India? The answer lies in something else. It is one of the key raw materials that have become scarce and that is what is leading to a situation where big players clearly know that if they have to grow their capacities they have to pick on companies which have access to that critical raw material. This aggressive consolidation is likely to continue and it is the smaller players which are likely to be targeted.
Sector-wise fundamental analysis of Indian stocks after elections
Investing in quality companies and adopting a long-term SIP approach can maximize benefits in India's growth journey towards a $10 trillion economy through essential infrastructure development.
Spotting Red Flags: Lawrence A. Cunningham's tips to safeguard your investment portfolio
Renowned financial author Lawrence A. Cunningham emphasises the importance of a quality-focused, long-term investment strategy for investors aiming to achieve success in the investment world. In the same breath, Cunningham acknowledges that following such a strategy is very challenging. It requires resisting the temptation to respond to short-term attractive opportunities and standing by decisions that may not appear correct at a particular moment. He believes these challenges can lead investors to make unacceptable mistakes, potentially resulting in a permanent loss of capital.
IT stocks rally up to 4% as an early indicator of Q1 earnings just gave green signals
Indian IT stocks surged following positive results from Accenture, with Persistent Systems leading the gains. Analysts expect a strong demand environment to drive healthy earnings growth.
Nomura raises M&M stock target prices, sees upside potential of 13.5%
Global brokerage firm Nomura has increased the target price for Mahindra & Mahindra (M&M) shares to Rs 3,374 from an earlier Rs 2,929 as the company has set bold targets across the group to scale up over FY25-30.
Paris stock market no longer Europe's biggest, top French firms lost over 10%
France lost its spot as Europe's biggest equity market after President Macron's snap election announcement caused a $258 billion market cap loss.
191 smallcaps shine with double-digit gains in a positive market week
During the week, as many as 191 smallcap stocks delivered double digit returns with 13 of them gaining 25% or more. PTC Industries was leading the smallcap pack at 35%, followed by Avantel at 33% and Honda India Power at 30.47%.
Kotak Institutional Equities disagrees with 'bullish' valuation of power stocks NTPC, Power Grid
Kotak Institutional Equities has expressed disagreement with the investor bullishness in the electricity sector, particularly regarding NTPC and Power Grid stocks due to 'wrong valuation methodologies'.
Consumer sector in focus post-election results! D-Mart, Tata Consumer could give 12-18% in 1 year
We believe this rally in staple stocks is driven by not only its ‘defensive sector’ tag but also the underlying excitement, which was triggered by strong post-Q4 management commentary.
Inflation, Fed meeting to give clues for US market direction
Investors await next week's inflation data and Fed meeting for signals on stock market trajectory amid conflicting economic signals. S&P 500's 12% YTD rise hinges on Fed's ability to manage inflation without hampering growth.
FPIs stay bullish on growth stocks, cut defensive bets a bit
Foreign portfolio investors have been selling Indian shares ahead of the elections, focusing on growth stocks over defensive ones. Data from NSDL shows a decline in FMCG and IT sector weightage in FPIs' equity folio.
Big tech is driving the S&P rally. The rest have to step up soon
Tech stocks face diverging performances as Nvidia leads the pack, while Apple struggles, causing a profit cool down and an emerging asymmetry among Big Tech stocks, affecting the overall earnings potential in 2024.
Wall St Week Ahead-Inflation, Fed meeting to give clues for US market direction
Political uncertainty may impact market stability. Early presidential debate raises concerns about 2024 election influence. Market attention shifts from economic data to political landscape.
Macro risks might lead to valuation derating for SBI, says JM Financial
JM Financial believes that there could be de-rating of SBI's valuations due to macro risks. In view of recent market volatility, SBI gives the analysts confidence on the back of its strong liability franchise.
S&P 500, Nasdaq close at record highs as data supports Fed easing
S&P 500 and Nasdaq hit record highs on Wednesday fueled by tech stocks amid expectations of Fed's easing cycle, impacting various sectors and economic indicators.
Political noise is temporary in the end it's about GDP growth; 6 logistics companies with upside potential of up to 39%
It will take some more time for the street to get out of the political noise and analysis and stocks may witness some more correction. But these are all short term issues, in the end markets are keen about two things, overall economic growth and earnings of the company. In the recent political noise what has been probably getting missed is the fact that GDP numbers were better than expected. It is very likely that we are going to see continued growth in the GDP numbers, yes, there would be voices which would say that focus consumption would increase and all other things, but in the end the biggest beneficiary of the continued higher growth is the logistics sector. The reason is simple, if the economy is doing well, more goods will be produced and they will have to be transported and that is why in large developed economies, logistic companies form part of a very important transportation index. Also another big factor, these companies have gone through a restructuring and have come out after facing many challenges.
India stocks perched at record highs as vote counting set to begin
India stock futures and rupee steady as votes in world's largest election to be counted. Prime Minister Modi expected to win third term, leading to market surge. NIFTY 50 index futures up 0.21% in early trade.
Investors pour into India ETFs ahead of election result
Investors poured money into Indian company stocks ETFs ahead of Modi's predicted third-term win based on exit polls. India saw the largest inflow with $307.5 million, led by iShares MSCI India ETF. Market experts like Ashish Chugh from Loomis Sayles anticipate pro-growth policies under Modi's leadership.
Likely Modi win to boost Indian infrastructure, manufacturing stocks
Indian shares set to open higher on Monday as exit polls project third term for PM Narendra Modi. Gift Nifty at 23,353 points, indicating Nifty 50 to open higher. Market sentiment boosted by exit polls favoring incumbent government.
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