Page 19 - Ram Prasad Sahu

Liquor stocks raise a toast to premiumisation trends, margin gains

Already outperformers in FY24, leading listed players may witness further uptick, say analysts

US pipeline to keep pharma major Lupin's revenues on healthy trajectory

The stock of pharma major Lupin is up 14 per cent over the last eight trading sessions and is trading at Rs 1,406 a share. The gains are on expectations that margins will improve

Gold to maintain upward trajectory in 2024, ended CY23 with 15% return

Yellow metal to maintain its impressive run in 2024 on the back of triggers such as the moderation in US economic growth, expectation of rate cuts this year and continued buying from central banks

Brokerages firms bullish on largecaps for better returns in 2024

The concern for most brokerages is valuations. Given the sharp rally in midcap and smallcap indices, investors are better off sticking with largecaps in 2024

Weak rural demand to delay Dabur's recovery; worst performer among peers

The slowdown in consumption was on account of higher food inflation that had impacted the home and personal care segment

Fresh capacity, investments may drive gains for Laurus Labs by FY25

Despite these cuts, the brokerage maintains a buy rating on the stock

Slew of launches, robust pipeline to drive growth for Godrej Properties

With inventory levels still declining, and pricing strong, developers are pushing for new launches in 3Q to capitalize on the demand, says Jefferies Research

Managing portfolio: Stay with winners or make bets laggards in 2024

The start of a new year is also a good time to make bets on stocks that have been laggards and could potentially see a turnaround in their fortunes next year

Tyre producers get a grip as raw material prices ease, demand recovers

Tread with caution: Any discount/price cut in the replacement market could offset margin gains

Blackstone transaction, improving outlook to support Embassy Office Parks

The world's largest alternative asset manager, through its investment companies, sold a 23.59 per cent stake in the company, leaving the Embassy group as the sole sponsor of the REIT

New launches, cash flows to back rally in Oberoi Realty; stock climbs 29%

The recent trigger has been the launch of its Kolshet project (Thane) called Forestville in November

Thai acquisition offers additional growth engine for Devyani International

Indian QSR chain expands international presence by buying firm that runs KFC outlets in Thailand

Rural penetration, capacity gains to drive Varun Beverages' growth

The double-digit growth of the company is better than FMCG peers

Festivals, weddings may struggle to liven up paint firms' prospects

But lower commodity prices are likely to support margins

Muted demand, cautious outlook dampens Page Industires' turnaround hopes

The company posted an 8 per cent decline in revenues both over the year-ago quarter as well as on a sequential basis in the September quarter

Order backlog and pipeline offer strong revenue visibility for BEL

In the medium term, brokerage firms also highlight a robust pipeline prospect for the PSU

China challenge for Indian agrichemicals firm PI Industries

One positive from PI Industries' perspective is the diversification of its revenue base into pharmaceuticals

HUL's growth checkout: Navigating the low-volume aisle in Q3 FY24

Facing a 7% dip against a soaring Sensex, FMCG major's stock outlook raises caution, with investors eyeing volume recovery, pricing manoeuvres, and margin dynamics for cues

Multiple tailwinds likely to reverse REIT underperformance in markets

Commercial real estate players, especially large asset owners such as Embassy, Mindspace, Brookfield and DLF, were bearing the brunt of vacancies in SEZ space

New orders, improving execution to boost Hindustan Aeronautics' prospects

DAC's Rs 2.23 trillion proposal approval likely to pay rich dividends to HAL