ITC and Cochin Shipyard among stocks that Quant Mid Cap Fund bought and sold in May
Quant Mid Cap Fund added ITC, Lupin, and Aditya Birla Lifestyle Brands to its portfolio in May, while exiting Cochin Shipyard, BHEL, and Ipca Labs. It also raised stakes in HPCL, Colgate-Palmolive, and Marico, and trimmed holdings in Container Corp, Reliance Industries, and others. The fund, with 28 stocks and Rs 9,032 crore AUM, remains […]
Eternal and Vedanta among stocks which Edelweiss Mutual Fund bought and sold in May
Edelweiss Mutual Fund adjusted its portfolio in May. The Radhika Gupta-led fund increased its stake in HDFC Bank, Reliance Industries and others. It reduced holdings in LIC Housing Finance, TCS and others. The fund added Aether Industries and others to its portfolio. It exited NOCIL and other stocks completely. Financial services comprised the largest shareholding.
Think Beyond PE: Hiren Ved advocates PEG Ratio for smarter valuation assessment
Hiren Ved of Alchemy Capital suggests focusing on capital market plays due to their structural growth, outperforming large private banks recently. While valuations seem high, he advises assessing PEG ratio, considering earnings growth. He acknowledges EMS sector’s potential, cautioning about stretched valuations and the need for a long-term investment horizon.
Pharma, chemicals offer contrarian bets in stock-specific market: Hiren Ved
Hiren Ved suggests that geopolitical tensions are hindering market breakouts despite strong monetary stimulus from the RBI. The Nifty’s range-bound movement reflects these opposing forces, with concerns arising from significant share sales by promoters and investors. While large-cap earnings growth stagnates, mid and small-caps show promise, indicating a stock-specific market where opportunities exist in sectors […]
Reliance Infra shares rally over 1,400% in 5 years. Is there more upside left?
Reliance Infrastructure shares have surged over 1,400% in five years, with a fresh 45% jump in the past month driven by its jet manufacturing deal with Dassault Aviation. Technical analysts see further upside, citing bullish chart patterns. A Rs 300 crore capital infusion through warrant conversion is also expected to support growth and financial flexibility.
Siemens Energy shares zoom 5%, hit upper circuit post listing; brokerages project 30% upside
Siemens Energy India’s shares have witnessed a surge. This follows its listing on the BSE. Brokerage firms anticipate a substantial upside, with target prices reaching Rs 3,700. Analysts foresee the company benefiting from India’s power transmission investments. Jefferies projects a strong EPS CAGR. Antique Broking highlights the company’s role in decarbonization. Motilal Oswal expects significant […]
Markets in a sideways zone and looking at West Asia development, tariff deadline: Dipan Mehta
The stock market is currently navigating uncertainty due to developments in West Asia and the impending end of President Trump’s tariff pause. While some investors are adopting a wait-and-see approach, positive domestic factors like improving monsoons and interest rate cuts are providing support. Experts suggest focusing on quality businesses at reasonable valuations, regardless of their […]
Markets eye tariff clarity and Middle East calm for next big move: Ashi Anand
Ashi Anand of IME Capital suggests that easing monetary policy by the RBI, including CRR cuts, could revive consumer demand and capital goods investment. Markets await clarity on Trump’s tariffs and the Iran-Israel conflict as potential triggers for an upswing.
ESAF Small Finance Bank shares soar 11% after board approves Rs 735-crore bad loan sale to ARC
ESAF Small Finance Bank shares jumped following the board’s approval to sell non-performing loans to an asset reconstruction company. The bank also partnered with Maruti Suzuki India. This collaboration aims to provide retail financing solutions for vehicles. The partnership targets first-time buyers in tier-II and tier-III cities. Technical indicators show the stock is neither overbought […]
Sebi eases regulations for startup founders and public sector cos to boost capital market
The Securities and Exchange Board of India (SEBI) has approved new rules. Startup founders can now hold employee stock options after listing. Alternative investment funds get co-investment opportunities. Public sector companies can voluntarily delist with relaxed norms. Foreign funds will benefit from eased investment rules. These changes aim to boost investment and simplify regulations for […]