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Robust prospects fortify NMDC stock; India's steel demand may stay strong

NMDC's FY24 iron-ore production (April-November) stood at 27.3 million tonnes (MT) up 17.1 per cent year-on-year (Y-o-Y) while sales volume grew 24.8 per cent Y-o-Y to 28.1 MT

Strong visibility over growth, costs drive up CIL stock to record high

The e-auction premium over the fuel supply agreement (FSA) price has improved to between 80-100 per cent which means higher blended realisation compared to June-July premiums of around 60 per cent

Gail stock sees upward growth, owing to upcoming tariff hikes, new projects

Potential risks include volatile gas prices. Also as of now, petrochemicals spreads are still falling. But the stock, which hit a record high of Rs 164.25 in intra-day trade on Friday

Navigating smog and devotion on the road

A trip to the hills has become easier with multiple lanes and smooth highways, yet the ease is interrupted by the persistent haze and the spectacle of young men dancing along the way

Box office recovery, synergies could drive more gains for PVR-Inox

Given the promise of further operational gains from the merger synergies, there is the promise of reasonable visibility of margins

Analysts divided, but Delhivery's stock underperformance may reverse

Delhivery provides solutions to 23,113 customers, including e-commerce marketplaces, direct-to-consumer e-tailers, and enterprises across verticals

Hindalco well-placed in emerging demand-supply scenario for aluminium

Even with the cap, China holds 57 per cent of global production capacity

Benign oil prices can provide fillip to multiple sectors, ease inflation

The direct impact on the energy sector should see a positive re-rating for OMCs (despite possible losses on marked-down inventory) since retail margins and refining margins may both improve

High valuations may cap further rally in IRCTC stock despite good revenue

At trailing PE of 65x it seems to fully discount future growth and visibility of good revenue streams

AMCs get a revenue boost from strong retail inflows via mutual funds

Assuming 10% incremental annual inflows and market appreciation of 5-7%, AUM could continue to grow 15% in the medium term

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