Page 39 - Devangshu Datta

Censorship and its costly fallout

History shows the damage caused by rewriting unpopular elements of literature or economics extends beyond stifling the soul of education. It holds a nation's progress back

City gas distributors likely to see limited upside in the near-term

Some analysts believe the new APM formula provides only short-term respite and demand may not revive very much

Street rejoices DLF's strong Q4 performance, guidance; stock surges 7.4%

Real estate developers tend to have lumpy incomes and outflows, which makes profit and loss ratios less meaningful

Novelis' disappointing Q4 suggests near-term weakness for Hindalco stock

Analysts though are positive on Hindalco, and see an improvement in business prospects from the second half of FY24

Larsen & Toubro's rich valuations leave little room for disappointment

The stock fell over 5% after results on lower than expected show in core E&C segment, and possibility of slowdown in new orders

High valuations may cap further upside in ABB stock; prospects 'positive'

The company posted better than expected results for the March quarter, and prospects remain strong

Strong fourth quarter perks up Paytm stock; stock jumps nearly 5%

Stock jumps nearly 5%; analysts see up to 70% upside

Demand uncertainty may weigh on Havells stock; B2C sales show muted trend

Despite FY23 revenue growing 21 per cent YoY, Havells faced rising input costs and intense competition with moderation only in Q4

White hats versus black hats

A group of self-taught and eccentric individuals are on a mission to decrypt malicious software used by criminals who hold data hostage for ransom. Ransomware Hunting tells their gripping account

Tata Steel's Q4 points to divergent cyclical trends in steel markets

So are analyst opinions with ratings ranging between 'hold to 'buy', and valuations between Rs 110 and Rs 132

Brokerages share mixed views on SBI Cards and Payment Services

While cost of funds and credit costs are seen rising, growth in business is estimated to be good

Improving profitability, lower debt to give strength to UltraTech Cement

Operating performance in Q4 was in line with estimates

Valuation comfort likely to limit downside for Axis Bank's stock

Loan growth was healthy at 16 per cent YoY and 7 per cent quarter-on-quarter or QoQ (ex-Citi)

Volume driven strategy could sustain growth for Nestle, say analysts

Valuations however leave little room for gains on the upside

Targets indicate more upside for ICICI Bank; growth triggers remain

The gross non-performing assets (NPA) to net NPA ratios declined 26 basis points and 7 basis points quarter on quarter (QoQ) respectively to 2.81 per cent and 0.48 per cent

Capital goods stocks could surge on order visibility, pick-up in exports

Near-term trigger is the strong Q4 results led by revenue growth and expanding margins

Equality in love and inheritance

Same-sex marriages would entail a review of gender-asymmetric anomalies in Indian law, and eventually pave the way for a more equitable social environment

Street positive on JLR's electric vehicle strategy, sales outperformance

Higher volumes needed to offset the near term pressure on financials

Stake sale, easing competitive pressures key for ICICI Lombard

The combined ratio at 104.2 per cent was stable quarter-on-quarter (QoQ), despite a rising 74.2 per cent claims ratio (up from 70.3 per cent in Q3FY23)

Weak guidance, muted sentiment to weigh on near term IT outlook

There could be more downsides if the rest of IT pack disappoints