Page 4 - Kumar Gaurav

Bitcoin's 2025 ride: Record highs, sharp corrections, ceaseless volatility

While volatility is expected to persist, it may be less extreme than in previous cycles, with institutional adoption and infrastructure development paving the way for a more stable market

Axis Securities keeps 'Buy' on Arvind Smartspaces post management overhaul

Axis Securities has set a target price of ₹740 per share, reflecting a potential upside of 21 per cent from the current market price

Equirus starts 'Long' on M&B Engineering; expects solid multi-year growth

Post-IPO, M&B Engineering, analysts believe, is set to remain debt-free, with all planned capex fully funded

Antique reaffirms 'Buy' on Jindal Steel; expects expansions to fuel profit

The brokerage believes that cost efficiencies from increased captive coal, a slurry pipeline, and higher captive power generation will support margins

Cholamandalam Inv refutes Cobrapost claims; Analysts retain 'Buy' call

The Cobrapost report had alleged large-scale related-party transactions, cash-handling irregularities, governance lapses, and regulatory non-compliance at CIFC

Angel One sees value in Welspun Corp on pipe leadership; assigns 'Buy'

Angel One has set a target price of ₹1,050 based on a sum-of-the-parts valuation, implying an upside of 29 per cent from its previous close of ₹813.65 per share on the NSE.

Cavendish merger lifts JK Tyre shares to 52-week high; Emkay retains 'Buy'

Emkay believes JK Tyre is entering a phase of accelerating revenue growth, supported by margin expansion, balance-sheet deleveraging, premiumisation, and a favourable commercial vehicle (CV) cycle

ICICI Securities sees strong outlook for Aditya Infotech; retains 'Buy'

The brokerage believes Aditya Infotech will continue to gain market share, supported by rising brand equity, manufacturing expansion, and favourable regulatory norms

Tata Motors CV set for growth, says Nomura; starts coverage with 'Buy'

Nomura believes Tata Motors' commercial vehicle (TMCV) division is positioned to benefit despite its high overseas exposure, as the acquisition of IVECO's CV business is expected to be value accretive

HDFC Securities sees delayed growth recovery at Voltas; retains 'Add' call

HDFC Securities has maintained its Add rating on Voltas, valuing the company using a sum of the parts (SOTP) approach, implying 40 times March 2028 EPS, to arrive at a target price of ₹1,430 per share

Energy stocks to gain from SHANTI Bill, says Elara Capital; top bets here

The reforms introduced under SHANTI, passed by Parliament on December 17, Elara believes, address critical investment barriers and align India with global standards

Anchor lock-in expiry to unlock $24 billion worth shares by March 2026

The expiry of anchor lock-ins is closely tracked by market participants as it can influence post-IPO stock performance

Motilal Oswal backs SBI as preferred pick; 7 reasons behind bullish call

The public sector lender, the analysts said, has delivered a strong performance in recent years, supported by steady business and revenue growth alongside well-contained credit costs

Nuvama calls Saregama a 'recession-proof' pick; bets on strategic tie-up

Nuvama believes the company's growth trajectory remains well positioned, supported by a diversified mix of revenue streams including music licensing, video content, artist management and live events

Steel cos to face near-term headwinds, warns Elara Capital; flags 4 reasons

Elara expects steel companies to face near-term headwinds, driven by softer steel prices alongside rising raw material costs, which are likely to result in margin compression in Q3FY26

Astra Microwave set for growth; Motilal Oswal initiates coverage with 'Buy'

The brokerage views the company as a long-term investment in defense electronics, expecting its revenue growth to accelerate between FY27 and FY30

Growth guidance firm for Amber Ent, says BNP Paribas; retains 'Outperform'

The brokerage believes Amber Enterprises is on track to deliver its USD 1 billion electronics revenue guidance by FY29, with significant margin upside driven by recent acquisitions

Boost your portfolio with these 15 govt-backed high dividend yield stocks

Coal India leads the list with a dividend yield of 7 per cent, making it the most attractive dividend play among government-backed companies

Motilal Oswal retains 'Buy' on 360 ONE WAM, sees 18% upside; here's why

At the current market price of ₹1,145, the brokerage has set a target price of ₹1,350, implying an upside of about 18 per cent

Late-night traders, younger investors: India's crypto buzz in 2025

Younger investors continued to dominate activity in the final quarter of the year. On an annual basis, however, the 26-35 age group led, accounting for 45 per cent of all crypto investors