Saloni Goel

According to data available on ACE Equity till November 4, REITs' performance has been mixed across year-to-date, one-year, and two-year, but has largely managed to beat the benchmark Nifty.

Analysts expect Sensex and Nifty to reach new highs in Samvat 2083 on the back of comfort in valuations and earnings-led growth.

Physicswallah posted its highest-ever quarterly revenue of ₹1,242 crore, up 18.2 per cent year-on-year (YoY), and its consolidated profit doubled, rising 106 per cent YoY to ₹144 crore.

Lenskart stock, which was listed on the bourse on November 10 last year, has nearly doubled investors' money as it trades 90 per cent above its issue price of ₹402.

Investors with a long-term horizon could deploy around 40-50 per cent of their intended allocation upfront, said Siddhartha Khemka.

Certain themes and sectors such as power, defence, banking & financials, discretionary and manufacturing, among others are expected to hog the limelight in the new Samvat year, said analysts.

Equitas SFB shares rallied 9 per cent after board approved the appointment of Balaji Nuthalapadi as its interim CEO, subject to the approval of the Reserve Bank of India.

SBI shares: Jefferies called SBI its "top pick from the sector" and believes that CET-1 CAR at 13 per cent, healthy ROEs & scope to monetise stakes in businesses can support growth.

Analysts cautioned against interpreting the recent rally as a trend reversal, calling it a rebound instead.

Investors added ₹8.04 trillion to their wealth as the market capitalisation of all BSE-listed companies swelled to ₹482.41 trillion from ₹474.37 trillion on Friday.

Overall, analysts see a 11-13 per cent year-on-year (YoY) growth in SBI's Q2 NII, while analysts diverge on the profit trajectory.

RIL shares jumped 6 per cent to a day high of ₹1,234 in Monday's trade on the BSE, following its Q2 results.

Building on a 905-point rise on Thursday, BSE barometer Sensex added another 592 points or 0.79 points in intraday deals to take the two-day rise to 1,497 points.

Despite the improving return profile, analysts cautioned that the uncertainty around CEO succession remains and could keep Equitas SFB stock under pressure.

Sustainable growth of IPO market will depend on issuer quality and the returns delivered to investors over time, said Pantomath Capital's MD & CEO - investment banking Kamraj Negi.

Jefferies, which assigned a 'buy' call to NSE with a target price of ₹2,085, expects a 17 per cent upside from the last closing price of ₹1,770.

Jio Platforms share price: From its initial public offering (IPO) price of ₹1,119, Jio Platforms stock trades 33 per cent higher.

Contrarian bets on capacity expansion, generational change in management, and corporate turnarounds can create opportunities for outsized returns, said experts.

So far this year, Infosys shares remain 31 per cent lower amid a selloff in traditional IT services companies on AI-led deflation fears.

The MSCI Standard Index rebalancing, one of the most closely watched rebalancing events of the year globally, is scheduled for November 11, post-market hours.