JPM on Capital GoodsPockets of opportunity amidst a capex breatherCapex set to grow at about 10-11% over medium termStock prices factoring in a large part of that decelerationA 10% growth environment offers pockets of opportunity for healthy earnings growthStick to…
UBS on GST ReformsCementSentimentally positive, though demand should remain inelastic in near termGovt to work towards rate cut benefits being passed on to consumersThough this should make near-term environment conducive to price hikesConsumer DurablesPositive for Voltas and HavellsBoosts affordability, supports…
Puravankara: Company Secures Malabar Hill Project with GDV of Rs 27 billion (Positive)Coal India: August sales at 56.7 mn tons, up 7.6% YoY (Positive)NMDC: August iron ore production at 3.37 million tonnes, up 10% YoY (Positive)Royal Orchid Hotels: Expanding presence…
Rolex Rings Ltd: Company announced a board meeting on Sept 3, 2025 to consider a stock split & bonus shares issuance. (Positive)Kernex Microsystems: Company Secures Rs 209.82 Crore KAVACH Project from DFCCIL (Positive)Torrent Power: Company bags LoA for ₹22,000 cr,…
Mehta Equities # GIFT Nifty 🇮🇳: (+2, 25082)# In yesterday’s trade, Nifty enjoyed a strong session and for the 5th straight day and most importantly, ended above the psychological 25000 mark.# Bank Nifty however witnessed an uninspiring session and was seen…
On August 13, 2025, the Indian stock market was buzzing with activity as several major companies released their Q1 FY26 earnings. Key players across sectors — energy, healthcare, finance, hospitality, manufacturing, and retail — posted their financial performance for the…
Citi on US Tariffs on IndiaUS Imposes Additional 25% Tariffs, But Leaves 21-Day Space for NegotiationsThis would take weighted average US tariffs to 42.4% from 13.2% during pause period and 2.7% pre-2025Linear model suggests 0.6-0.8 percentage points downside risk to…
Citi on US Tariffs on IndiaUS Imposes Additional 25% Tariffs, But Leaves 21-Day Space for NegotiationsThis would take weighted average US tariffs to 42.4% from 13.2% during pause period and 2.7% pre-2025Linear model suggests 0.6-0.8 percentage points downside risk to…
Jefferies on IndusindBuy, TP Rs 920Appointed Rajiv Anand as next MD & CEO for 3 yrs Given his longstanding stint at Axis Bank, where he was DMD, see this as a key positive for Indusind Bank Reorganization of top mgmt team…