Ather Energy shares tumble 5% even as Q1 net loss narrows 2%YoY. Should you buy?
Ather Energy recorded a 97% year-on-year (YoY) increase in volumes in Q1, selling 46,078 units, driven by strong demand for its flagship Ather Rizta and an aggressive retail expansion push. The company’s total income rose 83% YoY to Rs 672.9 crore in the June 2025 quarter.
Defence stocks overheated, wait for correction: Deven Choksey
Deven Choksey believes PB Balaji’s financial expertise will benefit Tata Motors and JLR, citing his successful turnaround of Tata Motors. He also discusses Antfin’s stake sale in Paytm, emphasizing the need for robust back-end integration. Choksey expresses valuation concerns in the defense sector and favors niche pharma companies over pure generics.
Trump’s tactics a negotiation play, not a policy shift: Richard Redoglia
Richard Redoglia suggests Trump is using India as leverage in negotiations with Russia, particularly concerning the war in Ukraine. Despite potential geopolitical risks and fluctuating oil prices, India’s pragmatic approach to energy imports remains steady. Redoglia believes market reactions, including the dollar’s value, are secondary to Trump’s broader pursuit of global peace and trade.
Earnings season not as weak as feared, downgrade cycle may be ending: Nitin Raheja
Julius Baer Wealth Advisors’ Nitin Raheja suggests the economic slowdown might not be as bad as feared. Earnings season results, particularly in IT and banking, exceeded expectations. Raheja remains positive on the cement sector, citing strong profitability and infrastructure spending. He anticipates continued uptrend for cement companies.
Fund Manager Talk | Kotak’s Rohit Tandon on beating the market with earnings momentum
Kotak Mutual Fund has launched the Kotak Active Momentum Fund, leveraging an Enhanced Earnings Factor Model. This data-driven strategy focuses on companies with increasing profits, driven by analyst upgrades and positive earnings surprises. Back-testing reveals a strong CAGR and consistent outperformance, even during market volatility, offering a fundamentally grounded approach to momentum investing.
Hero Realty CEO: Indian real estate has evolved into a de-risked global asset class
Indian real estate transforms into a stable investment destination. Economic growth and regulatory reforms reshape the sector. Infrastructure expansion and transparency measures de-risk investments. Demand rises in both commercial and residential properties. Tier-1 cities remain the primary focus for real estate companies. However, tier-2 cities also show potential. Residential demand is resilient and office REITs […]
Laxmi India Finance IPO set for debut today. Check GMP ahead of listing
Laxmi India Finance, a Jaipur-based NBFC specializing in MSME and vehicle loans, is set to debut on the stock market on Tuesday. The IPO, priced at Rs 158, saw a subscription of 1.86 times, with strong retail participation. While analysts view the stock as fairly valued, its regional focus and leverage warrant consideration.
Positive Breakout: These 8 stocks cross above their 200 DMAs
Eight stocks from the Nifty200 pack closed above their 200-day Daily Moving Averages (DMA) on August 4, as per StockEdge.com’s technical scan data. The 200-DMA is a key trend indicator used by traders to assess the broader direction of a stock. When a stock’s price moves above this level on a daily chart, it is […]
Aditya Infotech IPO set to list today. GMP at 45% signals robust debut
Aditya Infotech, India’s largest video surveillance products company, is set to debut on the stock exchanges with a strong grey market premium of Rs 300, signaling positive investor sentiment. The IPO, which was oversubscribed by 106.23 times, saw significant interest from institutional and HNI investors. The company plans to use the IPO proceeds for debt […]
Asian stocks rise after dip-buyers fuel US rally
Asian stocks experienced gains following a wave of dip buying and optimism surrounding potential interest-rate cuts, mirroring the S&P 500’s significant rally. Investors are balancing robust corporate earnings with expectations of Federal Reserve easing, while monitoring tariff and trade developments. Despite warnings of a potential pullback, positive earnings reports and hopes for rate cuts are […]