Page 33 - Devangshu Datta

Crude, gas supply concerns ease as Israel-Hamas strike peace deal

Around 6-8 per cent of ONGC's gas production comes from new wells. Gas price may be assumed at $6.5/mmBtu from Q3FY24

Private life insurance companies seem to be on a secured path to growth

Recent data shows improvement in business, leading to share price gains

Cheap valuation likely to lend support to LIC amid weak performance

Policies that provide policyholders a share of the insurance company's profits as an annual dividend payout are also called par or with-profit policies

A tightrope between Israel and Arab ties

A prolonged Israel-Hamas conflict may, at some point, pose a threat to Indian financial assets

Gold loan financiers get a thumbs up from stock market investors

RBI's latest move raising risk weights on loans is likely to hurt sentiment towards Muthoot and Manappuram

MCX stock riding on hopes of strong prospects post technology upgrade

The long-term growth opportunity remains, and trading volumes may benefit from new product launches

Healthy prospects ahead for Hindalco; analysts positive on the stock

The stock gained over 1 per cent on results to around Rs 488. Analysts seem to be positive on the stock with valuations ranging up to Rs 580

Strong market outlook to keep Coal India stock at elevated levels

The adjusted operating profit increased 11 per cent y-o-y to Rs 8,900 crore, owing to lower-than-expected employee costs, lower contractual expenses, and input costs

Strong outlook, sector re-rating to support ABB stock after Q2 results

ABB is a key beneficiary of the pickup in the capex cycle

Street cautious on Tata Power stock after Q2 results; bearish calls persist

Results were boosted by higher plant utilisation (60 per cent) at Mundra UMPP, driven by Section 11 tariffs

Info Edge: Good Q2 results with hiring across segments, cautious outlook

September quarter saw hiring across segments except IT, where the management guidance continues to be cautious

A tough second half for oil marketing companies due to surging crude prices

Most commodity traders are betting energy prices will remain high

The coalface of surveillance tech

Kashmir Hill's book blows the lid off a business model that smashes data-privacy, and delves into its evolution and deployment by states in recent years

Bank of Baroda stock correction offers an opportunity for value investors

Recoveries from written-off loans were good at Rs 1,230 crore, and trading gains were at Rs 300 crore, along with a revaluation of investments of Rs 180 crore

Hero MotoCorp rides on robust Q2 performance and better prospects

Markets give thumbs up to the two-wheeler major's performance, analysts bullish on stock

Rectitude question for a Nobel winner

Science deals with measurements to micro-levels of accuracy and sophisticated statistical methods are employed to tease signals out of noise

Q2FY24 performance: Cautious near-term outlook for Tata Steel stock

The UK operations suffered from low steel prices as well as higher costs on the emission rights front

M&M Financial Services banks on H2 recovery and strong valuations

In Q2FY24, net profit plummeted by 48 per cent Y-o-Y, while core profit before tax increased by 10 per cent Y-o-Y. This miss was largely due to higher provisions (up by 216 per cent Y-o-Y)

Downgrades may pressure Voltas stock, QCO norms could impact sales

While most analysts have made EPS estimate downgrades for FY24, quite a few continue to recommend "Buy/ Accumulate" in expectations of strong overall growth through FY26

Near-term sales growth, profitability on fintech giant Paytm's horizon

Revenue was at Rs 2,518.6 crore and payment processing charges were up 6.5 per cent q-o-q and were 54.4 per cent of payments services revenue