Page 32 - Devangshu Datta

Through the prism of cricket, clearly

There were other parallels. Each match was played on a slow wicket, designed to give India's spinners traction

Valuations capture upsides in Thermax stock; double-digit growth likely

Thermax is looking to build technical capability in boilers, electrostatic precipitators, regenerative air gas heaters, and pulse jet bag filters, as well as other new areas

RuPay credit cards could help SBI Cards gain share on UPI spends

One gamechanger could be increasing penetration of RuPay cards, which run on the UPI platform

Growth gains, dividend yield along with stable taxation to boost ITC stock

Non-cigarette segments have delivered annual revenue growth of 14% and net profit growth of 20% over FY18-23

Road projects likely to hit slow lane ahead of 2024 Lok Sabha elections

Bharatmala's cost has nearly doubled from Rs 5.35 trillion to Rs 10.6 trillion and the Finance Ministry has asked MoRTH to go slow until Cabinet approval is received

Street remains optimistic about further gains in oil-marketing companies

The Organization of the Petroleum Exporting Countries (Opec) and Opec+ agreed to a further voluntary production cut in January-March 2024 to try and support global crude prices

Sustained improvement in demand: A key factor for upsides in metal stocks

The outlook seems less grim but there is still a question-mark around sustainable improvement in demand

Sharp downgrades likely to keep Paytm stock under pressure in market

The buy now, pay later (BNPL) business may moderate sharply with disbursements down by 15-18 per cent

Margin risk for city gas distribution players on higher LNG prices

Till date gas consumption in FY24 is up 15 per cent YoY after three years of declines

Higher credit demand likely to lead to further upsides for banks

The RBI's increased risk weightage will hit growth in personal loans, credit cards and NBFCs

Moth to a flame: Why are retail traders inexorably drawn to derivatives?

Why do sensible traders use these? Some hedge using F&O. Others play news-based events

Lack of valuation comfort may enhance gains in capital goods sector

Commodity prices are still moderate due to slower global demand

Strong earnings visibility for NTPC amid growing power demand in India

The share of electricity usage in energy has risen from 14 per cent in 2010 to 18 per cent in 2019

Navigating AI's dystopian realities

Considering the outcomes of the Bletchley summit, it is evident balancing the payoffs and perils of artificial intelligence won't be easy

Feline fables in Indian culture

There are Buddhist fables from the Jatakas, Islamic tales of cats beloved of the Prophet and his followers, references to them in Sanskrit, Prakrit and Pali, and the Egyptian deification

Zomato's superior execution should hold it in good stead; stock up slightly

Zomato's share loss could be attributable to decisions like the temporary suspension of its loyalty membership programme and the shutdown of operations in 225 cities

Siemens' strong July-September quarter results fail to cheer markets

A near 10 per cent rally in November and restructuring of promoter holding are seen as reasons for the subdued reaction

Improving working capital, project execution key to rally in BHEL's stock

A rise in debtor days to 581 in Q2FY24, from an already high 567 days Y-o-Y has led to stresses on the working capital cycle

Cement sector on solid growth path; lower costs should support margins

India's largest cement maker, UltraTech saw an amazing 15.4 per cent volume expansion Y-o-Y, given the season and its scale

Clear signals for Bharti Airtel, Reliance Jio: Dial into a future of growth

India leads as the highest data consumption market globally, with a per-capita consumption of 25 gigabytes per month