Equitymaster
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Equitymaster delivers independent, unbiased research on the Indian stock market. Trusted by investors since 1996, we help you build long-term wealth with honest, actionable insights — straight to your phone. https://www.equitymaster.com
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Top 10 Chemical Stocks that Could Benefit from the Booming EV Battery Supply Chain

These chemical companies are vying for a major slice of the pie of the EV battery supply chain.

EV Battery Chemical Stocks

Here’s an extract…

The demand for batteries in major automotive markets is rapidly increasing, creating tons of opportunity for EV battery manufacturers. Companies, big and small, are diversifying and setting their eyes on the EV battery value chain.

So, it should come as no surprise that Indian chemical companies are also vying for a major slice of the pie of the EV battery supply chain.

According to research reports, for manufacturing batteries, massive investment is required towards cathode, anode, electrolytes, among other chemical components.

In this article, let’s look at 10 such chemical companies that are setting up facilities and investing heavily in the EV battery value chain.

Read on for more…

http://www.eqtm.in/q9C7R
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Stock Market Update - Sensex Today Ends 491 Points Higher | Reliance Power Rallies 19%, Sobha 15% | NTPC & ONGC Top Gainers

The BSE Sensex ended 491 points higher while the Nifty ended 141 points up.

http://www.eqtm.in/b7N5K
Why Biocon Share Price is Rising

Biocon zooms 13% in five days, hits 52-week high. What's driving the rally?

Biocon Stock Rises

Here’s an extract…

The pharmaceutical industry has been experiencing remarkable growth in recent quarters on the back of better performance in the US generics market, robust results in the branded markets, lower costs of raw materials, and the acquisition of market share in newly launched products.

The sector Is also back in the spotlight after India witnessed a notable rise in new Covid-19 cases.

Amid these developments, India’s largest biopharmaceutical company, Biocon has rallied 13% in 5 days.

Here’s why…

http://www.eqtm.in/Rw5z2
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Top 5 Data Centre Stocks to Add to Your Watchlist in 2024

Critical infrastructure like data centres could see massive investments in the coming years. Here are the top 5 stocks to watch out.

Data Centre Stocks

Here’s an extract…

India’s data centre inventory is likely to double to about 20 million square feet (MSF) by 2025 from the current 10.3 MSF with the advent of 5G, increased multi-cloud usage, and data localisation.

We at Equitymaster believe the data centre market is a lucrative opportunity and the stocks involved in this space could possibly be the next wealth creators.

Keeping that in mind, let’s look at the top data centre stocks in India.

Read on for more…

http://www.eqtm.in/s6NKk
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2 Stocks to Watch Out for Upcoming Buybacks in January 2024

Looking for buybacks in 2024? Here are two promising stocks poised for upcoming buybacks in January 2024.

Buybacks in January 2024

Here’s an extract…

2023 was not just about IPO fireworks that lit up Dalal Street. The year witnessed another bulldozing trend, the meteoric rise of share buybacks.

A total of 48 companies spent Rs 478.1 billion (bn) on share buybacks in 2023, which marks the highest amount since 2017.

This buyback spree shows no signs of slowing down in 2024 because next week promises to be another thrilling chapter in Dalal Street with two companies to consider buybacks.

Read on for more…

http://www.eqtm.in/Rg84Z
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Equitymaster Conference 2024

Join us this weekend at the Equitymaster Conference 2024. Hear from renown financial experts like Keki Mistry of HDFC Limited, Kenneth Andrade, Rahul Chandra, Ajit Dayal, I.V. Subramaiam and more.

Grab your tickets at a discount here: http://www.eqtm.in/j8MXy

Tap here for details
www.equitymaster.com
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Stock Market Update - Sensex Today Plunges 665 Points | Bandhan Bank Falls 7% | 3 Reasons Why Indian Share Market is Falling

The BSE Sensex ended 665 points lower while the Nifty ended 200 points down.

http://www.eqtm.in/i8XLa
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5 Stocks to Watch Out for Upcoming Stock Splits in January 2024

Looking for stock splits in the new year? Check out the top 5 stocks set to undergo splits in January 2024.

Stock Splits in January

Here’s an extract…

A stock split is a decision by a company to divide its existing shares into a larger number of new shares. It doesn’t change the overall value of the company, but it does make each share less expensive.

The prime Intention of a stock split is to improve the liquidity in the stock and make it more affordable for investors.

For investors in the hunt for such corporations, here are five stocks to watch out for stock splits in January 2024.

http://www.eqtm.in/e7P4X
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5 Smallcap Stocks that Crushed FY23 Annual Profit in the First Half of FY24

These companies have already reported higher profit and revenue in first half of FY24 than in the whole of FY23.

High Profit Smallcaps

Here’s an extract…

Identifying small-cap stocks to invest in is a big challenge.

More so in the current environment where most of the smallcaps have seen a broad-based rally in the ongoing bull market.

While there’s no specific answer to this, it all depends on one’s risk appetite and goals.

But one thing is certain… the profitability of the underlying business can help you make a more reliable decision.

Keeping that in mind, we have shortlisted 5 smallcap stocks that reported higher net profit in the first half of FY24 compared with the full year profit in FY23.

http://www.eqtm.in/Kc85P
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Top 3 Commodity Stocks to Watch Out for in 2024

The year ahead promises exciting shifts in demand and supply, creating plenty of opportunities for these three companies.

Top 3 Commodity Stocks

Here’s an extract…

As we step into 2024, commodity stocks are gearing up to show their resilience and promise in the economic arena.

With interest rates expected to fall by the end of 2024, the year looks promising for commodities.

The year ahead also promises exciting shifts in demand and supply, creating plenty of opportunities across different sectors.

With this in mind, let’s look at the top 3 commodity companies that you need to add to your watchlist.

Read on for more…

http://www.eqtm.in/e8J2N
Are Nestle Shares Finally Within Reach of Small Investors?

Has the split in Nestle stock made it more attractive for retail investors?

Nestle India: Investment or Speculation?

Here’s an extract…

There is a difference between intelligent investing and intelligent speculation.

Nestle may be an intelligent speculation. You may not lose a lot of money by investing in the stock because it is such high quality.

But whether you will earn market beating returns over the next 3-5 years is not something I would strongly agree with.

For that, you must practice intelligent investing. Your wall has to be a lot to the left of the entire valuation topography.

http://www.eqtm.in/q8RAn
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Ace Investor Mukul Agrawal Buys Stake in this Multibagger Stock, Dolly Khanna Trims Holding

This microcap company's December 2023 shareholding pattern shows big changes. Take a look...

http://www.eqtm.in/w4P8R
Revealing on January 15

How to Get an Edge in the Stock Market
Just with a Basket of 20 Stocks

Click the Link Below to See Full Details

http://www.eqtm.in/Ey3j2

Tap here for details
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Jyoti CNC Automation IPO: Do High Growth Aerospace and EMS Segments Signal a Guaranteed Success?

From grey market premium to price band, here's everything you need to know about this third-largest CNC machine manufacturer’s IPO.

Jyoti CNC Automation IPO

Here’s an extract…

After a super hectic December, there were no new initial public offerings (IPOs) in the first week of January 2024.

But the second week promises a vibrant return to action, with four IPOs lining up with one mainboard giant and three small and medium enterprise (SME) players.

Nearly Rs 11 billion (bn) will be raised by these companies.

Jyoti CNC Automation is the biggest IPO among them.

Read on for more…

http://www.eqtm.in/He7b8
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Stock Market Update - Gift Nifty Up 116 | Tata Autocomp Systems IPO | Why FMCG Stocks Are Falling | Top Buzzing Stocks Today

Top cues to track in today's stock market session.

http://www.eqtm.in/g4ZCi
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Stock Market Update - Sensex Today Trades higher | IT Stocks Shin | Zee Entertainment Tumbles 9%

Indian share markets are trading higher with the Sensex higher by 330 points, while the Nifty is trading 99 points higher.

http://www.eqtm.in/m2XGp
Equitymaster Conference 2024

Get a look into the mind of a VC: On 13th January, we’re bringing expert Venture Captialist Rahul Chandra to share his ideas with you at the Equitymaster Conference.

Book your tickets for this event here: http://www.eqtm.in/j8MXy

Tap here for details
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5 Penny Stocks that Started 2024 with a Bang with Gains up to 80%

Only a week into the new year 2024, and we’ve seen many penny stocks shoot up to 80%!

Top Penny Stocks of 2024

Here’s an extract…

The week gone by was dominated by news of penny stocks and smallcaps rallying hard in the new year.

Only a week into 2024 and we’ve already seen stocks, across the board, rally.

The positive momentum of 2023 surely has dragged into the first week of 2024.

Let’s look at the top penny stocks that have started 2024 with a bang.

http://www.eqtm.in/m2LGy
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Infra Stocks that Could have the Winner's Curse this Capex Cycle

Orderbook to marketcap is a fancy metric in an capex upswing, often a misleading one.

How to Find Great Infra Stocks

Here’s an extract…

In every capex cycle, there will be companies that will create wealth and become stronger, while others shrink due to reckless bidding and poor execution.

It makes sure you avoid potential IVRCLs in this capex cycle.

So next time you get excited about an order win for the company, do pause to reflect on what that might mean for financials and business sustainability.

The managements may be doomed to the winner’s curse, but you don’t have to end up with buyer’s remorse.

http://www.eqtm.in/Kk6f2
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Investing in India's Electrifying Future: Top 5 Power & Energy Sector Mutual Funds

Here are the top mutual funds boasting high allocations to power and energy sector stocks.

http://www.eqtm.in/z2D7C
Stock Market Update - Sensex Today Ends 31 Points Higher | Nifty Above 21,500 | JSW Energy Rallies 8%, NBCC 7%

The BSE Sensex ended higher by 31 points while the Nifty ended 39 points up.

http://www.eqtm.in/m5K7E
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