VALUATIONS VALUATIONS
Mcap of 8 of top-10 most-valued firms jumps Rs 1.83 lakh cr; TCS, Infosys biggest gainers
The BSE benchmark rose 963.87 points, up 1.21%. Eight leading firms added Rs 1,83,290.36 crore, led by TCS, Infosys, Reliance, ICICI Bank, LIC, Hindustan Unilever, ITC, and SBI. TCS increased by Rs 38,894.44 crore, Reliance by Rs 32,611.36 crore. HDFC Bank and Bharti Airtel saw declines in market valuation.
What CJI Chandrachud's ‘stratospheric’ market remark means for equity markets
Indian headline indices' record hitting spree has raised alarm bells among sections of market enthusiasts and the latest to jump into the bandwagon is the Chief Justice of India (CJI) DY Chandrachud who has advised market regulator Securities and Exchange Board of India (Sebi) to exercise caution in order to safeguard investors’ money.
Valuations take centre stage as Sensex touches new peak
Majority of the Sensex constituents now trade above their respective long-term average valuations. It means investors need to be selective while accumulating blue chip names.
Pankaj Pandey on 3 stocks to bet on from pharma sector
We have been very selective in terms of chasing stocks because our sense is that you need to see stocks for a considerable period of time before we recommend. IREDA is what we have sort of recommended because our sense is that this one PSU AAA rated can deliver 30% kind of AUM growth while valuations are on a higher side, but we like the opportunity size.
Pankaj Pandey on 2 sectors that are likely to see strong Q1 earnings
Raymond specifically, we do not have a coverage. But I think you have very few stocks which can be bought at current levels in real estate given the price appreciation a lot of these stocks have seen. So, some bit of a time correction or price correction is what we are waiting for.
Here's why Vinit Bolinjkar is bullish on Indoco Remedies
The valuations are very rich, but the momentum is very high out here. And the order wins are good. But if you really want to take a fundamental view in terms of the valuations, I think they are a little stretched out here. And while we obviously would not want to ask people to sell, but you have to be very careful with these trades out there.
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Go for undiscovered gems in capital goods space & hold for 3-5 years: Anshul Saigal
If one digs deeper into the cables and wires space, there will be opportunities. It is just that one will have to be very stock-specific and on the other hand one will also have to keep booking profits in names where valuations have gone out of whack. So, a bit of both, says Anshul Saigal of Saigal Capital.
ETMarkets AIF Talk: Earnings likely to be next big trigger for equity markets; shifting to quality makes more sense: Vikaas M Sachdeva
But it seems like the markets have regained confidence. Third term, same government, acceleration towards infrastructure investment I think that is what is driving this optimism.
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.
AI video maker Runway in talks to raise funds at $4 billion valuation: report
Since the launch of ChatGPT by OpenAI in 2022, there has been an immense interest in AI, with enterprises investing millions of dollars to cash in on the trend.
Modern markets demand more than historic valuations. A new era emerges
The Nifty trades at a high TTM PE of 23x, nearing historical highs. Mid-caps' 70% premium over large-caps is unprecedented. Despite disappointing recent events, fears of a looming market correction akin to past bubbles persist.
AI coding startup Magic seeks $1.5-billion valuation in new funding round
Magic, a U.S. startup, is raising $200 million for AI software development without revenue. Investors are funding coding assistants like GitHub Copilot. Paris-based Poolside AI also trains large language models. Magic's unique design surpasses transformer models, focusing on long-context windows for data processing.
Earnings growth likely to be in mid-teens; overall growth trajectory remains strong: Shibani Sircar Kurian
The building materials segment, specifically tiles, has underperformed despite significant real estate growth. Typically, when real estate sales pick up, demand and volume growth in building materials follow with a lag.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 29%
The bullish mode and mood of the market, which is already in place on the street as the nifty touched new high, is likely to get a boost as the first indication of return of FPI comes to markets. The budget and the narrative which gets built post that is going to play an important role in that. Maintaining fiscal discipline and announcing continuing policy push for key sectors would be key for that. We look at stocks which have witnessed a continuous rise in their score in the last one month. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Want a slice of AI pie? Here's what it will cost stock market investors
Retail investors are now viewing AI as a promising investment frontier, with significant potential for gains by investing in leading companies in this field. Nvidia, a maker of AI chips, has seen its stock surge threefold in the past year, making it one of the most valuable companies in the world with a market capitalisation over $3 trillion.
Valuations of some infra stocks at 2006-2008 high levels
After the blistering rally in 2004-2008, most of these stocks started crashing in January 2008 triggered by the Global Financial Crisis (GFC). The recovery in infrastructure and construction-related stocks began only in 2020-2021 though many of them are still far away from their 2007-08 peaks.
T20 World Cup triumph sends Indian players' valuation soaring
The commercial value of India's T20 World Cup winning team is expected to soar into billions, surpassing the IPL's brand worth. Key players like Hardik Pandya, Jasprit Bumrah, and Surya Kumar Yadav are set to see a significant increase in their market valuation.
M-cap of nine of top-10 most valued firms jumps Rs 2.89 lakh crore; Reliance biggest winner
Nine of the top-10 most valued firms together added Rs 2,89,699.42 crore in market valuation last week, with Reliance Industries emerging as the biggest gainer, in line with a rally in equities. Last week, the BSE benchmark jumped 1,822.83 points or 2.36 per cent.
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.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 25%
Every now and then the nifty keeps witnessing volatile movement, the difference this week was amidst all the intraday volatility because the bias of volatility has changed, nifty was able to touch a new high. Also because market breadth was positive, the trend for the majority would be bullish. Given the fact that macros are shaping for good, it appears that there is no reason for bulls to leave their control any time soon. While being bullish, be ready for a phase of volatility. In such times, if one is taking fresh exposure to equity, ensure that there is some level of quality as far as the business and fundamentals are concerned. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
How to play the telecom stocks after tariff hikes? Gaurav Malhotra explains
This is something which we have been arguing that now that both Jio and Bharti have roughly around 20% of their subscribers on 5G, it is only a matter of time that they will start monetising it, which is what it has started.
Q1 performance for PVR to be quite muted for FY25: Karan Taurani
I think everything sits perfectly well for Kalki. So, the opening definitely is blockbuster. I think the trade and the checks are indicating that the response to this movie so far has been mixed. It is not completely positive or completely negative.
RBI's new valuation rule may hit banks' trading gains in Q1
Government bond yields have declined in the current quarter due to foreign inflows ahead of inclusion of domestic debt in JPMorgan's emerging market index. Yields on the 10-year benchmark government bond were at 6.99% on Thursday, down from 7.05% at the end of the March quarter.
SoftBank to back AI startup Perplexity at $3 billion valuation
SoftBank's AI investments, especially in Perplexity AI at $3 billion, signify a strategic shift towards innovative technologies, including the 'answer engine' concept, amidst Masayoshi Son's ambitious AI vision.
Amazon hits $2 trillion in valuation on AI fervor, rate cut bets
The stock rose 3.4% to $192.70, giving the e-commerce giant a market value of over $2 trillion and putting it in the same club as technology heavyweights Microsoft Corp, Apple Inc, Nvidia Corp and Alphabet.
Promoters on a selling spree amid red hot D-Street valuations
As the question of stretched valuations continues to swirl through Dalal Street, promoters seem to be firmly on course toward breaking the hitherto all-time calendar-year stock dilution record - set in the 2020 Covid era. So far in 2024, both domestic and overseas promoters have sold shares worth nearly ₹65,000 crore - not far from the 2020 high watermark of ₹78,500 crore.
ETMarkets Smart Talk: FMCG & IT stocks provide valuation comfort compared to historical valuations: Vipul Bhowar
Populist policies will likely take precedence to secure victory in a coalition setup. Key cabinet portfolios, particularly those related to finance, defence, and infrastructure, will be closely monitored.
ET graphics: Shah Rukh Khan rises to third in celebrity brand value rankings, Kroll study shows
A study by Kroll ranks India's most powerful celebrity brands based on endorsement portfolios and social media presence, with Bollywood star Shah Rukh Khan ranking third in terms of brand value.
A welfare reset can erode India's valuation premium
India's market valuation may decrease due to potential increase in government spending on social welfare schemes. Nifty 50 index trades at 19 times forward earnings, 20% above its long-term average, while S&P 500 and Taiwanese benchmark index are also highly valued.
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