The Smart Investor News

Dixon Technologies gains 13% on getting approval for JV with HKC Overseas

The buying on the counter came after Ministry of Electronics and Information Technology approved Dixon Tech's joint venture (JV) with HKC Overseas to manufacture display modules

AU SFB: Motial Oswal sees up to 34% upside on universal bank transition

Motilal Oswal expects AU Small Finance Bank shares to rally to ₹1,250, implying an upside of around 34 per cent from current levels

BNP Paribas sees up to 83% upside in Eternal, Swiggy; says buy the dip

Analysts at BNP Paribas said Eternal and Swiggy shares are attractive after the correction, projecting strong upside in stocks, as AI disruption and competition risks appear overstated

ABB India gains 4% on ₹620 cr investment plan; stock up 19% so far in CY26

ABB India share: Capacity expansion and new R&D labs should enhance technological capabilities, support export opportunities, and improve long-term growth visibility, says ICICI Securities.

Natco rallies 5%, nears 52-week high; what's driving pharma stock?

In the past four trading days, the stock price of Natco Pharma has surged 10 per cent after the company announced the launch of Pomalidomide Capsules (generic of Pomalyst) in the US market.

Ambuja Cements shares gain 3% on positive outlook; Centrum sees 44% upside

Ambuja Cements' stock rose as much as 3.04 per cent during the day to ₹465.7 per share, the biggest intraday gain since February 3 this year

Arvind SmartSpaces jumps 9% as Pirojsha Godrej buys stake via bulk deal

The stock was in demand the day after Pirojsha Adi Godrej, Executive Chairman of Godrej Properties, acquired shares through a bulk deal on BSE

Axis Direct upgrades Coal India to 'Buy'; sees demand tailwinds ahead

Axis Direct expects a pick-up in power demand going into the summer season, providing a tailwind to Coal India's volumes. It has hiked Coal India share price target to ₹500

Oberoi Realty growth story intact, says Antique; reaffirms 'Buy' rating

Antique has maintained its Buy call with a target price of ₹1,861 for FY28, based on an embedded Ebitda multiple of 12x, representing a 20 per cent premium to NAV

Jefferies calls Uno Minda a growth amplifier; initiates coverage with 'Buy'

While its 42x FY27E PE appears rich compared with the last five-year average of 43x, analysts believe the valuation is justified given its strong growth outlook, low margin volatility, and high ROE

UBS on midcaps: Bullish on Astral, sees downside in Bharat Forge; check why

UBS hosted executives from 10 midcap companies, including Astral, Bharat Forge, Kaynes Technology India, Quality Power, Angel One, Bandhan Bank, among others during Emerging India Mid-Cap Conference

UltraTech, Ramco, JK, India Cements crack up to 7%; what's worrying them?

On-going escalation of the Iran-Israel-US conflict tends to spike global crude oil prices, which in turn drive up petcoke and diesel prices, affecting cement manufacturers margins, say analysts.

Meesho freezes at 10% lower circuit, hits record low; here's why

Meesho said the Assessment Order along with the Demand Notice does not have any major adverse impact on the company's financial position, operations, or other activities.

LNG supply fears hit gas stocks; GAIL, Petronet LNG, Gujarat Gas tumble 5%

The rising concerns over the prolonged closure of the Strait of Hormuz have raised fears of a liquefied natural gas (LNG) shortage

UPL, Deepak Fertilisers, SRF, UPL slip up to 6% amid West Asia jitters

According to Kotak Institutional Securities, prolonged unrest in West Asia could not only push up input costs for Indian chemical companies but also have an impact on export revenues

Nifty PSU Bank tanks 6%; Bank of Maharashtra, UBI, BOI, PNB plunge up to 9%

At 09:32 AM on Monday, the Nifty PSU Bank index was the top loser among sectoral indices, down 5.4 per cent as compared to 2.8 per cent decline in the Nifty 50.

BPCL, HCPL, IOC sink up to 8% as oil prices soar past $110/barrel

The pressure in OMC stocks came as Brent crude oil prices rose to their highest level since 2022, rising as much as 28.9 per cent to $119.5

Defence stocks surge; Nifty India Defence hits 7-mth high, up 6% in 2 days

In the past one month, the Nifty India Defence index has rallied 11 per cent, as against 4 per cent fall in the Nifty 50.

Belrise Industries zooms 101% in 9 months; hits record high in weak market

Crisil Ratings believes that the Belrise group will maintain its strong position in the auto components industry backed by its established customer relationships and a diversified product portfolio.

Shipbuilding stocks in focus: Mazagon Dock soars 18% in 2 days; here's why

Mazagon Dock Shipbuilders has officially confirmed that Contract Negotiation Committee negotiations for P-75 (India) project between the company and the government have been completed.