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Hot stocks: Brokerage view on Tata Motors, Bharti Hexacom, Bharti Airtel and Adani Ports
Brokerage firms BofA, Jefferies, and CLSA have issued ratings on Tata Motors, Bharti Hexacom, Bharti Airtel, and Adani Ports. BofA and Jefferies recommend buying Tata Motors and Bharti Hexacom respectively, while CLSA rates Adani Ports as outperform. Jefferies also maintains a buy rating on Bharti Airtel with an increased target price.
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Tata Motors shares fall below 50-DMA. What should investors do?
Tata Motors Share Price: The company's stock price dropped following its decision to reduce prices on its electric vehicles and popular cars by up to Rs 2.05 lakh, suggesting concerns about its growth potential. The decline was further exacerbated by a 'sell' rating and a target price of Rs 825 issued by global brokerage firm UBS.
Defence Stocks: Structural changes are stronger than negative narrative, 15 stocks from defence ecosystem with possible return of up to 39%
May 2024, everyone is rushing to buy defence stocks. On the day of election results, they were badly battered. Come July a number of them are higher than what they were on the day of the election results. Come August, they are not performing as well as they were in the first five months of 2024, The result, a narrative on the street starts that they are overpriced and to add icing on the cake, some fund managers make statements about not owning them or that they have booked profit in them. The question to be asked from these so-called alpha fund managers, some of them who run PMS, is whether they bought these defence stocks 5 years back when no one was looking at them or they bought just as they became momentum stocks. Sometimes narratives get formed on the street, which may lead to wrong decisions if one does not question them.
Stock markets heading for the best 3-month period of the year, buy the dip, says Ned Davis
The US stock markets could be heading for a flourishing period ahead and once the US recession fears and the effects of the US Presidential Elections 2024 subside, things could be looking way good for the US economy and its prospects in the coming days.
Crude oil prices fall 26% from peak. Which are the best stocks to buy?
Oil prices have plummeted to their lowest point in 14 months, with Brent Crude hovering around $72 per barrel and US WTI dipping below $70. Concerns over economic conditions in major consumers like the US and China are casting a shadow on the outlook for oil demand. Despite this, a report from Yes Securities suggests that prices could stay within the $70-77 range throughout FY25/26, buoyed by India's consistently strong demand for oil.
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Nilesh Shah of Kotak AMC stresses the need to focus on quality stocks rather than momentum in the current market scenario. He identifies sectors like IT, FMCG, pharma, chemicals, and banking as having reasonable valuations. Shah also takes note of India's market resilience but cautions against excessive valuations driven by liquidity.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Is it the best of times, or the worst of times, or a bit of both, for India’s enthused marketwalas?
India is experiencing a significant phase of equity inflation, with stock valuations outpacing corporate earnings. Despite this, there is widespread optimism among investors. However, experts caution that the current market conditions may not be sustainable in the long term, given the rapid rise in valuations and economic assumptions.
Are FMCG and pharma the safest pockets to bet on now with the best risk-rewards? Gurmeet Chadha answers
Gurmeet Chadha from Complete Circle Consultants discusses the potential impact of the Biosecure Act on pharma and CDMO companies, rural spending boosts in FMCG due to Maharashtra elections, and the festive season. He also highlights market rotations towards IT, pharma, and FMCG sectors amid macroeconomic stability and upcoming rate cuts.
While it is not very apparent, the fact is that midcap stocks are witnessing a correction, a correction which is taking the form of a rotational profit booking move. A rotational move in terms of one set of stocks from a sector witnessing correction, while the other moves up — like IT stocks not doing well on Wednesday but pharma stocks doing well. During this phase, analysts are bullish on select stocks from different sectors, a number of stocks on which analysts are bullish are essentially leaders of their sector.ET Screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". This predefined screener is only available to ET Prime users.
Be a little cautious now; top 3 ideas to consider in this market: Hemang Jani
Hemang Jani, a market expert, indicates that the recent market momentum may taper off but highlights potential in defence and clean energy sectors due to structural reforms. He recommends cautious investment in specific companies like Deepak Nitrite and BEL amidst broader market volatility, advising against getting carried away by past performance.
There is nothing wrong in being bullish all the time for one simple reason. As the Indian economy grows at a faster rate, earnings of companies across different sectors and segments will grow faster and what drives the stock prices finally is the earnings. But yes, given the fact that valuations are high, one needs to be more selective in buying the stocks, because downward movements like the one which witnessed in March 2024 and early August will keep happening at periodic intervals. So, while being bullish one has to reduce the probability of making a mistake and reducing the risk of decline in capital invested in the market.
After two years of RBI’s regulatory tightening, ready for selective re-rating? 6 financial service stocks with upside potential of up to 29%
If one looks in bits and pieces, it might not appear to be significant, but put all of them together and then one would realize that in the last two and half years, RBI has tightened each and every segment of the financial services industry. Whether it is housing finance, unsecured loan or gold loan, all of them have gone through an exercise where the bar of regulatory requirements has been raised. So, whether it is the requirement of the capital for a business or monitoring the end use for which the money is being raised.
Three best altcoins to buy the dip as bitcoin price crashes to $60k
The crypto market faces another downturn, with Bitcoin, Ethereum, and Solana among the major cryptocurrencies seeing significant declines. However, strategic investors view this dip as a buying opportunity. Presale tokens like Pepe Unchained, Crypto All-Stars, and The Meme Games are being highlighted for their potential to capitalize on market recovery.
So long as market does not create a new high, there's a risk of this correction deepening: Dipan Mehta
Dipan Mehta, Director at Elixir Equities, advised investors to maintain a cautious stance amid potential market corrections. He noted that significant investment opportunities arise during downtrends. Mehta remains skeptical about Jio Financial Services and suggested focusing on established NBFC players. He also expressed caution regarding the automobile sector despite upcoming new model launches.
Bear market coming? From Warren Buffett to mutual funds, big boys hoarded cash before crash
Top investors, including Warren Buffett and major Indian mutual funds, were seen increasing their cash reserves amid market turbulence. Buffett's cash piles rose to $277 billion, while Indian mutual funds held Rs 1.52 lakh crore in cash by June. Experts recommended a cautious, staggered investment strategy considering potential market corrections.
Market expert Ajay Bagga advised investors to prepare for market volatility but avoid panic selling. He recommended reviewing asset allocation and emphasized not selling Indian equities. Bagga discussed the market impacts of yen carry trade unwinding and speculated on central bank actions, while reaffirming his confidence in India's economic fundamentals.
Time to be a risk manager rather than a fund manager: Pankaj Tibrewal
Similarly, in India, we see certain pockets of exuberance. We believe this is a market where we need to be absolutely sure what not to invest in and clearly, there are pockets where you need to avoid, otherwise it will lead to permanent loss of capital.
Buffett Indicator had warned of stock market bubble waiting to burst
The Buffett Indicator warned of the Indian stock market's overvaluation, hitting a peak of 150% of GDP. This was followed by a 2,600-point drop in the Sensex due to global concerns. Analysts believe further corrections could happen but see this as a short-term issue rather than long-term panic.
Don’t start buying now as correction may not end in a day; 7-10% Nifty fall may remove froth: Sandip Sabharwal
Stock Market Crash Today: Market expert Sandip Sabharwal has indicated that a 7% to 10% correction in Nifty could be beneficial for aligning valuations with long-term trends. He recommended waiting before investing afresh, noting that markets may take a few weeks to stabilize. Sabharwal remains positive on auto, industrials, and consumer durables sectors, while advising caution with financials.
Sandip Sabharwal on 3 sectors to get into once market correction's over
Sandip Sabharwal indicated that FMCG, auto, and consumer durable sectors were poised for demand recovery due to lower input costs. Pharma companies showed resilience with strong results, while the railway sector and commodity stocks faced valuation challenges. He advised caution in heavily over-owned spaces, particularly by retail investors, and looked forward to Bharti Airtel's performance in improving ARPU and profits.
No need to panic; these 5 sectors providing good long-term buy opportunities: Vikas Khemani
From a longer-term perspective in a sense like can it be a deep correction for Indian markets? I would not think so. Because the economic linkages of the Indian markets from a liquidity standpoint of view at this point in time are very low, unlike 2008 crisis, where we had lots of leverage coming from international markets and any impact would have impact back home
Markets crash 2,000 points: 'How to open FD', 'Mahabharat', 'Buy the dips' memes flood social media on Black Monday
Indian stock markets plunged today due to U.S. recession fears, with the Sensex dropping over 2,400 points and Nifty falling below 24,300. The market capitalisation of BSE-listed companies fell by Rs 10.24 lakh crore. Major stocks like Tata Motors and Tata Steel were hit hard. Social media buzzed with reactions, highlighting investor anxiety.
Consolidation healthy for market; good opportunity for long-term investors to step in: Pankaj Murarka
I think broadly, directionally, earnings momentum and economy remains in good shape. So, probably a pullback or some consolidation should be healthy for the market from a slightly more medium-term perspective. So, I think any pullback in that sense should be a good opportunity for long-term investors to step in.
Tech picks: IRCTC, Sandhar Tech among 6 stocks to buy for robust returns in the short term
Stocks to buy: Bet on stocks favoured by institutional investors; 5 stocks with up to 39% upside
We have identified stocks where both domestic mutual funds and foreign investors have increased stakes on quarter-over-quarter and year-on-year basis. There are 377 stocks with market caps greater than Rs.500 crore that have declared their June quarter shareholding pattern. Of these 40 have seen a rise in stake by both domestic funds and foreign investors. Here are five of these 40 stocks that are covered by several analysts and are showing strong potential for double-digit share price growth.
Buy stocks in every dip: A cheat sheet to find right stocks from the right sectors
CA Rudramurthy BV shares insights on the market, highlighting opportunities in IT, pharma, and FMCG sectors. He recommends caution with PSUs and emphasizes stock-specific investments. Bajaj Finance and Manappuram show potential for gains with tight stop losses. Rudramurthy says "we are in the mother-of-all-bull market and this market, both magnitude-wise and time-wise, will surprise on the upside and it is a buy-on-every-dip market."
Stocks to buy: Consider stocks with robust credit quality; 5 stocks with up to 17.5% upside
Stocks to buy: These 269 companies delivered average one-year and two-year returns of 102.3% and 278.7%, respectively, compared to the Nifty 500 index returns of 38% and 69.3%. All returns are point-to-point and not annualised, and are based on the closing values as of 2 July. The following are five companies with substantial analyst coverage and double digit share price potential.
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