RR KABEL POLYCAB
Should you prefer RR Kabel over Polycab? Amnish Aggarwal explains why
Amara Raja and Exide have re-rated with a new energy focus, positioning for growth in evolving markets. Coming to aviation IndiGo stock has given a very sharp rally over the past six months, so the incremental returns may be more measured but at the same time, the positive news flows in IndiGo will continue and that might keep the investor interest alive in the stock, says Amnish Aggarwal.
Election stocks to buy: Over 50 ideas for investors betting their house on Modi's victory
Driven by significant short-covering by Foreign Institutional Investors (FIIs), the Nifty surged approximately 3%, while the Sensex soared by a staggering 2,778 points on Monday morning, following the unexpected exit poll projections of a landslide victory for the NDA. The "Aayega To Modi" slogan became an investing strategy as traders enthusiastically bought Prime Minister Narendra Modi's favored Public Sector Undertakings (PSUs) in entirety.
Longer-term bullish trend continues on capex & cable-related stocks: Sanjiv Bhasin
Sanjiv Bhasin, Director at IIFL Securities, discusses the bullish trend in stocks, particularly in capex and cable-related sectors. He highlights optimism despite high valuations, mentioning GMR and RR Kabel's performance.
We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal
Sabharwal sees market correction due to weight, not elections. Global markets flourish, India shifts investments to China. Sabharwal says: "My base case is continuity and to that extent we would be more near 12% to 15% cash and waiting to buy into stocks and sectors which we think would offer outperformance potential over the next one year."
Solar stocks outshine with up to 1,318% return in 1 year. Who’s driving the bull run?
Waaree Renewable Technologies, a smallcap solar company, has emerged as the leading gainer in the solar sector, boasting an astounding annual return of 1,318%. It is followed by WAA Solar with a gain of 561%, Zodiac Energy with 393%, and SJVN with 236%.
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Very positive on overall India story, not so much on the export and FMCG story: Deepak Shenoy
Deepak Shenoy remains optimistic on India's overall story and cautious on exports and FMCG sectors. He emphasizes the importance of clarity before reinvesting and discusses potential sectors for upcoming investments, awaiting March quarter results for further decisions. Shenoy further says he has moved out of the cable and wire sector.
Buy into industrials on every dip; adding exposure in IT stocks: Pankaj Murarka
Pankaj Murarka of Renaissance Investment Managers discusses investment opportunities in various sectors like IT, clean energy, pharma, and consumer discretionary. He emphasizes growth potential in private sector capex and industrial sectors amidst economic recovery. Murarka also says "my expectation is that we will see a sharp revival in private sector capex also which has been missing for almost a decade."
Indian wire maker R R Kabel's exports hit by Red Sea crisis
Attacks by Yemen's Houthi militia on merchant ships in the Red Sea and retaliatory U.S. strikes have ratcheted up tensions in the Middle East as the Gaza war rages on, forcing companies to reroute shipments as they face delays and jacked-up rates.
RR Kabel shares drop 5% on Q3 earnings impact
RR Kabel is the fifth-largest player in the branded wires and cables market in India, representing approximately 7% market share by value as of FY23 (vs. 5% in FY15).
Waaree Renewables, Polycab, 9 more stocks to benefit from solar theme: JM Financial
JM has picked Waree Renewable Technologies, Insolation Energy and Premier Energy and Infrastructure as its top bet in the segment along with eight other stocks from allied industries.
Devang Mehta on what themes work best for him in pharma space
Devang Mehta discusses the bullish themes in the pharma space, particularly MNC pharma companies like Abbot India. These companies have a huge market share, impressive earnings, and margins, and work with a negative working capital cycle. Another area of interest is the CRAM space, where companies like Syngine operate and provide R&D services to Fortune 500 and pharma companies.
3 stocks to play aviation theme; add these 2 IT largecaps: Sanjiv Bhasin
Sanjiv Bhasin recommends adding HCL Tech and Wipro in the largecap space, as the IT sector is performing well. In the two-wheeler pack led by Hero MotoCorp and Bajaj Auto, which are benefiting from the revival of rural incomes and their adaptation to EVs. Bhasin believes these stocks are priced to perfection in the near term, but earnings will be the next barometer. He advises against investing in SpiceJet due to leverage and uncertainty.
Sanjiv Bhasin on how he cherry-picks stocks within consumer space
“A sectoral rotation is going on. Pharma and realty are seeing much more delta which has been lagging in the consumer space. I still think the wedding season and the impetus going forward will see these stocks regain their momentum but like I said, earnings may have priced in the best for some time.”
Markets are delicately poised; how will the second half of FY24 go? Amnish Aggarwal answers
"The second half of the year is usually very important from the viewpoint of the overall economy because the second half is more like 40-60. The second half of the year is much bigger. That is one part of it. Secondly, the capex momentum, I would say, particularly from the government side, in the first half has been practically good. Maybe because we are approaching election year. So there might have been some preponement of capex."
Power will continue to remain a great story: Ajay Srivastava
The power will remain a great story and I think now that the government has realised that renewable power can only do so much, finally there is legitimacy to old thermal power companies and that is what has seen the re-rating whether it is NTPC, whether it is this thing that finally the government of the day is saying I am going to encourage thermal power.
TCS, Reliance and HCL Tech looking attractive now: Hemang Jani
“Order inflow continues to remain by and large intact, no real big surprises, and TCS in particular has remained quite resilient over the last few weeks.Purely from a valuation perspective and the fact that there is going to be a rebound in the IT spend over the next one to two quarters, both TCS and HCL Tech are looking quite attractive at current prices and valuations.”
Anand Tandon would avoid two-wheelers altogether. Here’s why
"Real estate is a requirement for most people and therefore there is a long term demand for it. Now that said obviously it is a highly cyclical industry and like any other asset as prices go up suddenly people discover that you know they are losing out and they suddenly jump in and buy the stuff. In places like Bangalore and even Gurgaon, for the longest time there was hardly any demand and now prices have started to move up as there is not enough supply in the market."
Game is still on and the bull market continues; we will see newer highs: Amit Jeswani
“I believe the game is just starting. In consumer companies, once you cross Rs 100-crore profit mark, in the next three-four-five years, typically you end up moving to Rs 500 crore and that is the pattern in all consumer companies. That is what I expect in RedTape also but we will hold the stock till the time there is execution. If there is no execution, we at Stallion have better choices and will move out.”
RR Kabel has bright prospects, but needs a long-term horizon
Of this, nearly 10% will be through an issue of fresh shares, with the proceeds to be utilised for bringing down the debt of the company, while the balance 90% will be an offer for sale by its promoter and private equity investor TPG Asia. The promoter holding will drop by 3.65 percentage points to 62.7% after the IPO.
2 top stock recommendations from Gaurav Bissa
Any declines towards 44,500 is a buying opportunity for Bank Nifty. So, both of the indices are looking quite robust and on the way towards making fresh lifetime high.
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