Page 18 - Devangshu Datta/undefined

Demand drivers likely to keep Cummins India on robust growth trajectory

Cummins India is also tech-agnostic, with capacity in diesel, gas and electric and the scale up of CPCB 4+ emission norms will probably lead to market share gains

Paytm set for a rebound as it recovers from regulatory disruption

NPCI data for June-Aug suggests that Paytm's UPI market share by value of transactions is steady

More upside in Zomato's stock, but competition also rising in e-com sector

E-com platforms are likely to offer discounts and wider assortments during the festive season

Ultratech Cement stock better placed amid recovery hopes in demand

Cement players hiked prices in Sept'24, but had to roll back prices in the South. In the first week of Oct'24, price hikes have again been announced and it remains to be seen if these are sustained

Long-term investors likely to use the dip to 'accumulate' Titan's stock

Titan beat growth expectations across most segments and this led to likely earnings upgrades for FY25 to the tune of 4-5%

Higher e-auction share key for Coal India stock; 15% target boosts outlook

Given predictable demand and steady growth, if e-auction at 15 per cent is achieved, the outlook is positive

Lebanon's exploding pagers expose unseen flaws in global supply chains

According to reports, Hezbollah had started to use pagers and walkie-talkies around February 2024, suspecting that Israeli security agencies were monitoring cell phone networks

Silver lining for two-wheelers, but investors should tread with caution

The two-wheeler numbers will need to be monitored closely since low momentum would trigger downgrades for stocks that have moved up in anticipation of outperformance

Valuation upgrades likely ahead for transmission major Power Grid

Approval has been granted for 50GW of Inter-State Transmission System (ISTS) capacity

Larger gold loan players less impacted by Reserve Bank of India advisory

While banks are dominant in jewellery-backed agriculture loans, NBFCs lead in retail gold loans and are expected to expand at 17-19 per cent in FY25

Weak signals for Indus Towers after unfavourable SC verdict for Vi

VIL is the second-largest tenant of Indus Towers and this could put stress on the tower company, by reducing tower tenancy ratios and further delaying repayment of dues

Asset quality key monitorable going ahead for Cholamandalam Investment

The pre-provision operating profit or PPoP was up 14 per cent Q-o-Q, which led to a return on equity or RoE at about 19 per cent in Q1FY25 despite deterioration in asset quality

Execution pickup likely to translate into further gains for BHEL's stock

Despite the green focus, the government is aiming to add 93GW of thermal power capacity and BHEL is the only bidder across all tenders.

New launches, improving cash flows a positive for top realty players

New launches of gross development value (GDV) of Rs 1.52 trillion are in planning, and current inventory is Rs 1.47 trillion

DIY Drug Production: FTVC's low-cost solution to expensive medicines

FTVC has developed a "MicroLab", an open-source controlled lab reactor (CLR) made from components easily available online

Correction in Indian steel stock market could be a buying opportunity

Domestic crude steel production for eight months of CY24 has risen 7.4 per cent YoY to 98.7m tonnes

NTPC's prospects appear robust, barring seasonal impact in August

Regulated players, RE and hydro players seem more attractive from the valuation standpoint than merchant power players

Exports demand likely to keep Bajaj Auto's shares under pressure

While domestic 2W will grow by 7-8 per cent (13 per cent up in motorcycle volumes in FY25 till August), there's weakness in the 100cc segment with low single-digit growth

Sharp import duty hike likely to impact margins of consumer majors

Some corporates may prefer to cut margins and absorb some impact to avoid hurting demand

Robust equity inflows likely to keep earnings growth strong for AMCs

Among listed AMCs, in Q1FY25, Nippon AMC recorded the highest growth of 54 per cent Y-o-Y while ABSL AMC saw least growth at 19 per cent