PSU COUNTERS
Hold on to M&M; wait for the split in Tata Motors: Nischal Maheshwari
Cement sector consolidation will help in creating efficiency and sustainability. Stable prices despite inflation as the industry transitions to green cement. Key players are expanding capacity for future market dominance, focusing on EBITDA growth and improved financial performance. In auto, M&M in your portfolio, hold on, there is no hurry to take away profits from there, but Tata Motors should be looked at, says Nischal Maheshwari
10 BSE 100 stocks turned multibaggers in one year but Zomato, Trent beat them on this parameter
According to Ace Equities data, Trent leads the pack with a 213% return in one year and a beta of 0.70. Zomato, the food delivery platform, and Bajaj Auto, the two-wheeler company, yielded 162% and 107% respectively, with one-year betas of 0.78 and 0.42.
10 years of Modi: 670 small & midcaps zoom up to 48,000%; will the counters repeat show?
Small and midcap stocks witnessed massive surge under the Narendra Modi government in the last 10 years, with over 670 BSE-listed stocks turning multibaggers.
Impact of election results on stock market: Are Modi stocks the best bet?
Stocks related to Prime Minister Modi's policies, known as 'Modi stocks', are gaining attention. These include PSU stocks and those of private companies in sectors like infrastructure, defense, and manufacturing.
PFC, Adani Ports among 3,340 BSE stocks that plunged up to 25%; only 500 counters gain
The market rout on election results day hit defence, railway infra, metals and PSU sectors badly while FMCG and healthcare were among the gainers.
Stock Radar: Canara Bank a safe bet to beat election result volatility; scrip hits fresh 52-week high in June: Shilpa Rout
A decisive close above 120 levels is likely to open room for the stock to hit fresh 52-week highs up to 135-140 levels in the next few weeks, suggest experts. The stock has remained flat in the last three months but witnessed strong price action on Monday in intraday trade. The stock closed at Rs 118 on May 31, 2024.
Election stocks to buy: Pick from a buffet of 50+ counters from 5 brokerages
Investors are adjusting portfolios for potential structural reforms under Modi's third term. Sectors like infrastructure, financials, and consumer discretionary are in focus. Brokerages recommend stocks across sectors including SBI, ICICI Bank, L&T, and ONGC for potential gains post-election.
If exit polls hold true, these stocks are set to surge under Modi 3.0
Modi stocks are companies or sectors that have benefited directly from government policies and initiatives under PM Narendra Modi, making them attractive to investors looking to capitalize on government-driven growth. CLSA has identified 54 such companies, perceived as direct beneficiaries, half of which are PSUs.
Exit polls show Advantage BJP! D-Street to likely train its guns on these sectors
Exit polls favor Bharatiya Janata Party (BJP) led NDA faction. Sectors like railways, defence, infrastructure, and PSUs to gain focus. NDA expected to secure 350-plus seats in the upcoming election.
What are Modi stocks and should you buy them before election results? Here's the full list
Given the sheer impact that the govt's policies have had on several sectors, investors have begun to categorise stocks that are direct policy plays into a new basket called Modi stocks. These stocks are related to capex and infrastructure-linked sectors, PSUs, or stocks of some corporate houses.
Hemang Jani's top stock bet from pharma sector
But nonetheless, I think even when it has not performed so much, I think if somebody has to put fresh money, I think it surely makes a lot of sense given the performance, valuation comfort, I do not see much of a challenge over there. And recently, the fact bond yields went down when you had that big dividend payout, I think there was a bit of an outperformance. So, I think you could look for some more outperformance at least over the next 6 to 12 months.
What should investors do with RIL and ITC? Amnish Aggarwal answers
Elections is a very important event and we are now just I think three trading days away from it. We had issued a note to our clients in which we had identified a few sectors and the scripts which would be doing well irrespective of the outcome of elections.
RVNL, HAL among 24 BSE 500 stocks with double-digit returns this week. Over 220 stocks end in red
Last week was eventful, though truncated. The BSE 500 index ended with an uptick of 664 points or 2%, following the footsteps of the headline index S&P BSE Sensex that gained 1,500 points or 2% to hit an all-time high of 75,636. The two defence PSU counters and railway play RVNL ended the week with an uptick of 35%, 32% and 27%, respectively.
Fresh leg of rally starting at FMCG counter; 2 stocks to bet on: Aditya Arora
Aditya Arora recommends buying Marico at Rs 607.80 with a stop loss at Rs 580 and a target of Rs 630 to 670. He also likes Godrej CP trading at Rs 1,325 with a stop loss at Rs 1,280 and a target of Rs 1,360-1,400. Aditya Arora discusses the positive outlook on Nifty FMCG.
Metal, PSU & pharma to lead market; FMCG showing signs of bottoming out: Sandeep Tandon
Sandeep Tandon identifies metal, pharma, PSU as emerging market leaders. Recommends buying dips for growth potential. Holds significant positions in Jio, Reliance, and Adani Power. Tandon says: "India tended to suffer a bit from a very near term or short term perspective, but from a long-term perspective, I think India is a structural bull run story for them also."
Don’t chase momentum, focus on quality and valuation in IT, private banks, FMCG: Nilesh Shah
Nilesh Shah of Kotak AMC discusses market performance, FII selling, and opportunities in FMCG, private banks, and IT sectors. He advises focusing on quality and valuation, avoiding momentum stocks, and being cautious about PSU counters with limited floating stock. Shah says: "Going forward, events will determine market, geopolitical risk, and the US Fed's pivot will impact FPI flows."
No harm in taking some money off the table in power finance companies, PSU banks: Gurmeet Chadha
Gurmeet Chadha suggests investments in tier II banks, good NBFCs like Poonawalla UGRO. He discusses impacts on stocks like PFC, REC, IREDA due to RBI norms. Chadha also mentions the excitement around Aadhar IPO and counter cyclical investments in various sectors.
Smallcap boom is back! FIIs, mutual funds team up to shop at 200 such counters
Smallcap stocks rebound post-Sebi comments, with FIIs and mutual funds increasing stakes in 213 counters. Notable gainers include Transformers & Rectifiers, Puravankara, and Motilal Oswal Financial amid concerns over frothy valuations.
NALCO shares jump 5%, hit 52-week high. Here’s what is triggering this PSU counter
Shares of National Aluminium Company (NALCO) jumped over 5% in Wednesday's early trade to hit a fresh 52-week high of Rs 174.70 on the NSE after the state miner reported its highest-ever cast metal production at 463,428 metric tonnes for the financial year that ended on March 31, 2024.
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