PHARMA COMPANIES STOCKS

Turnaround stocks: 10 companies that returned to profit in Q4

According to Ace Equity data, Piramal Pharma, Inox Wind Energy, BHEL, Sunteck Realty, Tejas Networks, and others turned profitable in Q4FY24

Is it a good time to buy travel related stocks? Daljeet Singh Kohli answers

​But to assume or extrapolate that this similar kind of execution and similar kind of order book will stay for next three-five years which the stock prices are saying, I think that will be too much of expectation.

18 companies turned profitable in Q4 after 3 straight quarterly losses. Worth buying?

18 companies including BHEL, Centrum Capital, Inox Wind, Piramal Pharma, SAMHI Hotels, and Sterling and Wilson turned profitable in Q4 after consecutive losses. Sagar Cements reported a profit of Rs 11.59 crore. Inox Wind Energy recorded a profit of Rs 38.8 crore. Analysts expect India Inc earnings to grow by 12% for FY25.

2 bank stocks Hemant Shah is bullish on for near term

​Specifically in largecap sectors, we are focused on the telecom space per se and in the midcaps, we believe in visibility, validation and valuation. So, where valuation comfort is there, we have invested; where there is visibility, we have invested. And if you ask me, we have also invested in few PSUs, though the valuations are not at all cheap nowadays, but still we have been holding it since we have entered at a good price and a good time.

Global PE very active in buying out promoter stakes in listed companies: Gautam Trivedi

But my view is that it is a global product and while we have seen consumption both for defence and railways and infrastructure explode in this country, thanks to the Modi government, I still think that the overall pricing is determined by global factors.So, if prices for steel, for example, were to fall in Shanghai, that impact does come through in our markets as well.

These 6 large-cap stocks showing RSI Trending Up on June 10

Own midcaps? Do a check & balance exercise to avoid decision of haste: 7 midcaps from different sectors with an upside potential of upto 49%

Every now and then the market goes through phases, where it prefers a certain set of stocks, not based on sector but based on the overall market cap. So, sometimes it is large caps, at other mid-caps. Now this partially happens, due to the flows which are coming to markets. For example, if more flows are coming to mid-cap or multicap schemes there is bound to be out performance in the mid-cap space. Now what it does is that it tends to create a sudden surge in mid-cap. Similarly when there is an outflow like the kind of one which we saw in March this year, midcap stocks tend to decline sharply. Essentially, it is the flows which impact the broader matrix of how midcaps behave. So there are phases not owning a midcap stocks appeared to sin and then there phase, where owning them appears to be sin. But if one focuses on the underlying business and some critical parameters, there is a possibility of getting rid of these phases of anxiety which keep coming to the street and create long term wealth.

Block deals worth over Rs 7,640 crore this week. Chandrababu Naidu’s Heritage Foods, Adani Ports see top action

The week was an eventful one. Besides the general election results, D-Street saw some prominent block deals which included over three dozen companies from large, mid and smallcap segments. Shares worth Rs 7,640 crore were traded on screen, which included both buying and selling.

Are fears and panic around PSUs overblown? Sandip Sabharwal answers

Ideally, they should not be able to because like you rightly said, it is more commoditised. In fact, you look at the reason why did HDFC merge into HDFC Bank, because they realised that the margins are going to get squeezed and if they do not have a low-cost deposit franchise which supports the margin squeeze, that will become tougher.So, many of these housing finance companies sustain higher margins to develop financing, loan against property, etc, which are higher margin, but then also carry higher risk.

There can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal

Consumer stocks are under-owned at this point of time. They have not given any returns for the last four-five years, leave aside something like a Godrej Consumer or a Tata Consumer which have been outliers and some stocks like Titan and all which have their own dynamics.

Fundamental tailwinds are a stronger play than volatile markets? 5 Indian pharma stocks with upside potential of up to 31 %

There is no doubt that the market is going through a volatile phase and bears are once again telling the street to never write them off. Will this correction continue even longer ? It would probably be clear by the end of the day as the election result finally gets settled. Instead of focusing on how much nifty or bank nifty or any other index is down or up, focus on the fact that whether the sector or company is doing well and will it do well in future because the fundamental operating matrix of that sector has changed for better. Because volatile phases come and go, changes in the operating matrix don't happen every day. Pharmaceutical is one sector where there is a fundamental change taking place and it has happened after 8 to 10 years of restructuring and painful readjustment. So, it would be worthwhile to have them on watchlist and if the market remains volatile then it is a sector which probably has a higher probability of outperforming.

Investors should start looking at value stocks with long-term perspective: Porinju Veliyath

We all were knowing, discussing in the last many-many months, we can just feel now it has come, whatever is the reason, so that correction is happening and I think it will be a healthy correction.

Use this adversity to buy high quality companies at discounts: Nilesh Shah

Well, what looks to essentially be the go-to market strategy, if I may use those words, would essentially to look at the defensives. Sectors which have had an extended period of underperformance, which is FMCG, rural plays, IT, pharma, these will emerge to be the risk off trades or will emerge to be the defensive plays and it is quite possible that you will see some kind of recalibration, tweaking of allocations, sectoral allocations and it is quite possible that you will see some money move from the favoured lot to basically this lot.

Stay invested irrespective of election outcome: Ravi Dharamshi

I do not think budget is likely to be a big event. I think there are a lot of fears about capital gains tax. So, from that perspective I think the agenda of the government is pretty well known. With a three years’ perspective I do not think there is going to be any major change in the budget.

Rural consumption and exports should do well in next 5 years: Ravi Dharamshi

Honestly if you want to make money from a five years perspective, go where nobody is looking and consumption which includes discretionary as well as non-discretionary consumption and rural consumption and exports are two areas which I think should continue to do well.

India remains best market for long term alpha generation: Vikas Pershad

In some areas we were taking some profits. Defence was one of them. And we were adding to some of our other holdings, some in hospitals, healthcare broadly defined. Sanjiv mentioned a good point about IT services. There has not been a broad-based recovery in earnings in that sector yet. But I think investors are making a mistake by overlooking that sector.

Another 1000-point rally on the cards for Nifty post election results: Gautam Shah

​I do believe that there is going to be continuity to this rally as well and a possibility of add up of about 1000 points on the Nifty is quite possible.

Energy, manufacturing & infra to remain bedrock of India's bull market: Nilesh Shah

It is very likely that these very sectors are going to basically get a fresh impetus. You are right that yes, in term one, these pockets did not yield returns. But in the second term, especially post COVID, we have seen massive returns and I probably think that is only the start, be it defence, be it space, be it many of the other areas.

Is it time to book profits in 'Modi stocks'? Sandip Sabharwal answers

If you have been always wanting to sell something and you could not get the opportunity, that is always the case, you should always do that. But I think it is foolish to unnecessarily increase cash in the assumption that you will want to buy cheaper at this point of time because if the strength of the mandate is as strong as what it reflects, then I think there will be continuity, there will be strong economic growth over the next few years.

Expect more and more FII inflows into market in coming years: Porinju Veliyath

​Everything will depend on the earnings growth of corporate India and there is very-very reasonably good visibility over there. And there are good sectors, exciting sectors, which are already well priced.

Hot Stocks: Brokerages view on Aurobindo Pharma, Apollo Hospitals, Suzlon & Titan Company

Top brokerage firms like Macquarie maintained an outperform rating on Aurobindo Pharma, raising the target price to Rs 1,385. Aurobindo Pharma signed a master service agreement with Merck Sharp & Dohme, leading to a biologics CMO contract with TheraNym.

They just happen to be listed in India, what matters to them is global developments: 5 stocks from two sectors with upside scope of up to 29%

In the last month of volatility, there are some sectors which have shown a streak of out performance. They haven't fallen as much as nifty and have been able to keep their head above the water even on the worst of days. The reason, their bottom lines are more correlated to what is happening in the country or the continent in which they have exposure both in terms of sales and in some cases in manufacturing. So, one way to take global exposure is to have a look at these companies, also it is a sort of diversification in terms of exposure to the underlying economy. Because they are operating at a global level, their balance sheets are good and in some cases, they have been able to enter amongst the top companies of the world in their sector.

Stocks with tailwinds called advantage India: 5 largecap stocks from 3 different sectors with an upside potential of upto 36 %

In terms of valuations and sentiment we are not far from the place where we were in the last quarter of 2023 or early part of this year. When it was not possible to find stocks which can be called as “fairly valued” forget “undervalued”, and the sentiment was very bullish. The only difference between then and now is that we have election results which are coming up. Surely a confirmation on 4th June that continuity in the policy making is a big factor. But there is another thing which long term investors need to look at before investing. Whether the company or the sector has an advantage due to India as a country. A well known example, which has been present for decades is that of the IT industry. India as a country is a factory of software engineers, and that is our strength. So when investing for the long term, look at sectors where we have some strong tailwinds due to our human capital.