INDUSTRY VIEWS
What is the value proposition of a CNG bike vs EV & ICE models? Bajaj Auto’s Rakesh Sharma answers An average customer earning Rs 30,000 to Rs 40,000 per month can expect to save about Rs 1,500 per month by using CNG as a fuel. Also, CNG, while still a carbon-based fuel, has far less carbon content, and to that extent, it is much more beneficial ...
03 Jul, 2024, 02.43 PM ISTAmnish Aggarwal on 2 top cement large-cap stocks to bet on; best buy in auto “Mahindra & Mahindra continues to be an exception where the volume growth continues to be good, both in UVs as well as if you look at the tractors, tractors after last year's decline are turning to be positive, although the valuations are rich, if a...
01 Jul, 2024, 10.54 AM ISTChakri Lokapriya on stocks to pick in cement, banking sectors UltraTech is very well positioned. It is still the market leader. Adani on the other hand with ACC and Ambuja, is far more acquisitive. They can move on deals much faster. So, in terms of where will growth come faster from, it will be ACC and Ambuja...
28 Jun, 2024, 10.59 AM IST
Hot Stocks: Brokerage view on Nuvama Wealth,Man Industries, Automotive ER&D, SRF and Bandhan Bank InCred has a reduce rating for ER&D stocks Tata Tech and Tata Elxsi. Yes Securities suggests buying in Tech Mahindra, Indus Towers and Granules.
28 Jun, 2024, 08.58 AM ISTWe are in a very mature bull market which is still not very expensive: Gautam Shah Gautam Shah says “chartically, we are very, very well placed. There is still a lot of concern whether we are going to top out or not and markets never top out on concern or fear. He does not think there is still greed in the system and so there is s...
28 Jun, 2024, 08.57 AM ISTLooking at 4 buckets in auto thematic fund; avoiding auto financiers: Tanmaya Desai, SBI MF Fund manager Tanmaya Desai says that SBI MF is not looking at the auto financiers or the logistics companies. But at the same time, the fund does permit him to evaluate up to 20% in some of those stocks which can be a corollary to the auto opportuni...
27 Jun, 2024, 12.41 PM ISTBe cautious in power stocks; take some money off PSU banks: Nischal Maheshwari There has been over-exuberance in the power sector. Whether it is the equipment, the supplying company, whether it is the generation guys, all have done well in the last year. So, Centrum Broking's Nischal Maheshwari recommends caution on the whole ...
27 Jun, 2024, 11.40 AM ISTHot Stocks: Brokerage view on Bharti Hexacom, Go Digit, PI Industries and Dr Reddy’s Top brokerages like Jefferies, Equirus, Morgan Stanley provide ratings and targets for Dr Reddy's Labs, PI Industries, Go Digit, Bharti Hexacom. Recommendations include underperform, long, equal weight ratings with detailed insights on growth, acqui...
27 Jun, 2024, 09.50 AM ISTHot Stocks: Brokerage view on Stylam, Apollo Hospitals, ICICI Bank and Adani Wilmar Investec's diversified coverage includes insights on Adani Wilmar, ICICI Bank, Apollo Hospitals, Stylam Industries, and Ratnaveer Precision Engineering, providing a comprehensive view of the market opportunities and risks.
26 Jun, 2024, 11.33 AM ISTShould you book your profits or stay invested as market may conquer new peaks? Nilesh Shah answers Nilesh Shah from Kotak AMC says Indian investors are optimistic about the market but not irrational. He further emphasizes the importance of creating financial security for every Indian through capital market participation to generate real returns, ...
24 Jun, 2024, 11.45 AM ISTTech View: Nifty chart shows bearish candle formation. What traders should do on Monday Nifty struggled to hold above the day’s opening range, indicating bullish sentiments going sore on the Summer Solstice Day, observed experts.
21 Jun, 2024, 06.29 PM ISTIs it a case of ‘no bad news is good news’ for IT companies now? Rahul Jain answers Rahul Jain of Dolat Capital says that the guidance for the current fiscal has been very weak in the case of the IT companies that give explicit numbers, be it Infosys or HCL Tech. And if they do not surprise positively during the earnings season, al...
21 Jun, 2024, 09.51 AM ISTView: India's pharma giants set sights on superior quality standards India, known as the 'pharmacy of the world,' ranks third in global drug production and supplies vaccines to over 200 countries. With a target to reach $120-130 billion by 2030, maintaining high quality is crucial. Focus areas include robust investig...
14 Jun, 2024, 10.54 PM ISTBudget 2024: FinMin invites industry views on tax rates, laws for reducing litigation Finance Ministry seeks input from trade bodies on tax reforms for 2024-25 Budget, including suggestions on duty structure, tax base expansion, and compliance reduction. The ministry aims to phase out tax incentives and rationalize rates while inviti...
14 Jun, 2024, 03.35 PM ISTAhead of Market: 10 things that will decide stock action on Monday Nifty50 and Sensex, the benchmark equity indices, reached record highs on Friday, reclaiming losses incurred on election day. The surge was attributed to expectations of political stability and forecasts indicating accelerated economic growth.
09 Jun, 2024, 04.17 PM ISTAhead of Market: 10 things that will decide D-Street action on Friday The NSE Nifty 50 index ended 0.89% higher at 22,821 points and the S&P BSE Sensex rose 0.93% to 75,074, adding to their gains of more than 3% on Wednesday.
06 Jun, 2024, 09.55 PM ISTHot Stocks: Brokerages on Balkrishna Industries, M&M, HAL and L&T Brokerage firms like Jefferies, ICICI Securities, and Citigroup are positive on industrial space with L&T, HAL, Balkrishna Industries, and M&M as top picks.
04 Jun, 2024, 10.25 AM ISTAmid the heatwave, a Re 1 water brand is out to upend branding with social impact A husband-wife duo takes an unusual approach to advertising their product to ensure they can sell affordable drinking water.
31 May, 2024, 12.01 PM ISTHot Stocks: Brokerage view on HDFC Bank, Apollo Hospitals & Zomato; BofA upgraded M&M Brokerage firm Macquarie maintained an underperform rating on Zomato and Apollo Hospitals. BofA Securities recommended a buy on HDFC Bank and upgraded M&M to a buy.
31 May, 2024, 10.21 AM ISTQ2, Q3 and Q4 will be better for MAN Industries: Ramesh Chandra Mansukhani Ramesh Chandra Mansukhani, Chairman of MAN Industries, outlines ambitious growth plans for FY25 and FY26, including expansion in Saudi Arabia and the development of high-margin hydrogen pipes. The company's focus on exports and value-added products ...
30 May, 2024, 09.21 AM IST