Page 23 - Devangshu Datta/undefined

After market rally, iron-ore miner NMDC stock to price in positives

While prospects look good, the share price has run up considerably and many analysts feel the stock is fully priced or expensive at current levels

Demand uncertainty likely to keep Tata Steel stock under pressure

Tata Steel India (TSI) sales volume grew 11 per cent QoQ at 5.42 million tonnes (up 5 per cent YoY) but average realisation declined 5 per cent QoQ at Rs 67,592/tonne

After encouraging Q4, outlook positive for public sector insurer LIC

LIC has an industry leading position despite the aggressive catch up from private competitors

Q4 showing, valuations to keep auto component major Bosch under stress

A weak tractor demand dented growth, even as revenue, operating profit, and adjusted net profit rose 4 per cent, 7 per cent and 42 per cent year-on-year (Y-o-Y)

Strong performance in Q4 leads to upgrades for Hindalco Industries

The strong show across metals and value-added products, plus higher margins in Novelis indicates good trends

InterGlobe Aviation stock hits an air-pocket in Jan-Mar quarter of FY24

The airline has added more domestic routes, totalling 400 across 88 destinations and added more international routes, totalling 100 across 33 international destinations

Weak Q4 due to lower growth may be rare bitter pill for Sun Pharma

Sun Pharma is in the process of acquiring US-based Taro Pharmaceuticals and taking it private

Higher output, reasonable valuations positive for upstream major ONGC

The upside in production volumes coupled to reasonable valuations are two reasons why most analysts are bullish on the stock

Bharat Electronics' growth story is intact after excellent Q4 performance

BEL has a market share of 12 per cent in the overall defence market and a market share of almost 60 per cent in the highly specialised defence electronics segment

Dixon Technologies: Q4FY24 performance disappoints, valuation rich

The 5G rollout is opening demand for new devices. Scaling up in home appliances and laptops should also drive revenues

Why simple election narratives fail

Given India's complex electoral dynamics and geographical diversity, policy initiatives crafted to suit a simple national narrative are not very useful

M&M's stock races ahead on strong Q4 performance, outlook healthy

M&M is looking at expanding monthly UV capacity to 64,000 units by FY25-end and 72,000 units by FY26-end, from the present level of 49,000 units

Strong prospects fully priced in for real estate firm Oberoi Realty stock

The revenue increased 37 per cent Y-o-Y to Rs 1,310 crore in Q4FY24 and Ebitda was at Rs 790 crore, up 114 per cent Y-o-Y with the margin increasing sharply to 60 per cent

Stock market gives thumbs up to Siemens' strong performance in Q2

The company is expanding facilities across GIS, metro and transformers to cater to domestic and export demand

Jindal Steel & Power stock already factoring in improving prospects

Given a higher conversion of semis into value-added products, JSPL expects realisation and profitability to improve

Gains in tech firm ABB India may sustain on strong margin outlook

ABB is well positioned to benefit from private capex growth, industrial automation, PLI-led capex, global offshoring, improved energy demand, and technological advancements across user industries

India's clandestine love affair with crypto

Journalist Mitali Mukherjee's book delves into the connected worlds of cryptocurrency, cybercrime, and the Dark Web, laying out the state-of-the-art in this realm of skulduggery

Brokerages cautious about stocks of city gas distribution companies

The gas sector faces competition from EVs that cut into demand for CNG vehicles

L&T stock remains on analysts' hotlist despite guidance worries

The company has cut its margin guidance due to higher share of fixed-price contracts, supply chain issues, and geopolitical uncertainties

New product launches, margins to drive gains for Godrej Consumer Products

GCPL is targeting high single-digit volume growth in FY25 and is looking to gain rural market share under 'Project Vistaara 2.0'