Synopsis: India’s defence sector shows strong growth driven by Make in India and rising budgets. Key companies like HAL, BEL, BDL and other companies reported robust order books and fresh inflows in the latest quarter, ensuring long-term revenue visibility and...
SYNOPSIS: SEBI’s ASM framework has placed several defence, semiconductor, logistics, and other sector stocks under surveillance due to abnormal trading activity. Apollo Micro Systems and NIBE are in LT-ASM, while Shadowfax, IZMO, Aegis Logistics, and others are in...
Synopsis: NALCO shares are in focus after HSBC gave a Buy rating with a ₹480 target, citing 26% upside. Strong domestic aluminium premiums, rising bauxite and alumina prices, and its integrated clean aluminium operations boost revenue, margins, and earnings...
Synopsis: Coal India Ltd, Wipro Ltd, BPCL, ONGC, and ITC Ltd are large-cap stocks offering more than 5%dividend yields with relatively low P/E ratios versus industry averages, strong return ratios, and stable balance sheets. These companies provide a blend of steady...
Synopsis: India’s semiconductor ecosystem is expanding rapidly, driven by AI, data centres and electronics demand. Four stocks, IZMO, CG Power, ASM Technologies and Moschip Technologies, showed strong quarterly performance with revenue and profit growth. The...
SYNOPSIS: The National Stock Exchange of India launched 11 new sectoral indices under NSE Indices to broaden market benchmarking amid rising passive investing, and these indices cover various sectors. They aim to improve sector tracking, enable ETFs, and enhance...
Synopsis: IFCI rallied ~27% in three sessions on expectations of a long-awaited National Stock Exchange of India IPO. The stock has indirect exposure via its stake in Stock Holding Corporation of India Limited, which holds NSE shares. Rising IPO probability after...
Synopsis: GIC shares are in focus after the Government of India launched an Offer for Sale (OFS) to divest up to 5% stake at a floor price of ₹352 per share. The issue includes 2% base and 3% greenshoe option, with retail participation opening June 17. The Centre...
Synopsis: Hitachi Energy India has received a Buy rating from Macquarie Group with a target price of ₹38,500, implying 13% upside. The company is well-positioned to benefit from India’s rising transmission & distribution (T&D) capex, data centre expansion, and...
