BHEL, Eicher Motors, Bharti Airtel, and NTPC were among companies gearing up for attention due to upcoming record dates for dividends, bonus issues, and stock splits. Key dates ranged from August 5 to August 9, with major announcements anticipated from firms like Britannia, NTPC, and Rajoo Engineers concerning final dividends and bonus issues.
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility