Synopsis: Bharat Electronics comes into focus as the Government of Singapore invests Rs. 3,040 crore for a 1% stake. This company manufactures and supplies electronic equipment and systems to the defence sector and also has a limited presence in the civilian market...
Synopsis: Gokaldas Exports stands to benefit from the India–EU FTA, with EU revenue expected to rise to 19–20%. Full-capacity operations, strong global demand, and zero-duty access under the FTA could boost margins and long-term growth. This company is a leading...
Synopsis: SEBI will introduce a Closing Auction Session (CAS) from 3 August 2026, running 20 minutes (3:15–3:35 pm), replacing VWAP-based closing prices. CAS will enhance transparency, price discovery, and derivatives settlement, initially covering derivative-linked...
Synopsis: Citi maintains a high-conviction Buy on the stock with a Rs. 9,600 target, citing 41 percent upside, attractive valuations, strong healthcare demand, and an expected 17 percent EBITDA CAGR through FY28. The company has established itself as Asia’s leading...
Synopsis: Rural-led FMCG recovery lifts volumes and margins; Trent revenue up 17%, D-Mart 13.2%, Titan 40% growth. Brokerages bullish on VBL, Nestle, Marico, Zydus Wellness stocks. FMCG companies after being impacted by the implementation of the Goods and Services Tax...
Synopsis: Several Indian stocks like IRB Infrastructure, Pfizer Ltd, Jyoti CNC, HBL Engineering, and Anant Raj with market caps in the range of Rs. 20,000–24,700 cr are trading P/Es 28–61 vs 32–84 stock PEs, suggesting potential undervaluation. Small-cap stocks...
Synopsis: December 2025 SME IPOs saw massive oversubscription but poor post-listing performance, with 12 stocks collectively falling 30 to 70%, reflecting high-risk short-term gains. Notable declines included Shri Kanha Stainless, Western Overseas, and Riddhi Display....
Synopsis: India’s Rs. 20,000-crore SMR-led nuclear push aims to scale clean, reliable power to 100 GW by 2047, creating long-term opportunities for equipment makers, EPC players, utilities, and specialised nuclear component suppliers. India has emphasised nuclear...
Synopsis: FIIs raised stakes across 10 stocks; AWL jumped from 1.16% to 21.15%, Vishal Mega Mart 6.58% to 15.52%, signalling strong confidence across sectors in India. Foreign institutional investors have shown rising confidence in Indian equities, increasing their...
Synopsis: HSBC turns bullish on metals amid supply constraints and strong energy-transition demand. Aluminium prices are expected to exceed USD 3,200/tonne, while Hindustan Zinc offers 7% upside to Rs. 750, Hindalco 30% to Rs. 1,240, and NALCO 13% to Rs. 420....
