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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Stock Market Update - Gift Nifty Up 64 Points | Axis Bank & Rallis India Q3 Results | Why Sugar Stocks are Falling | Top Buzzing Stocks Today

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

http://www.eqtm.in/k6S7Y
Stock Market Update - Sensex Today Trades Higher | REC & Zee Entertainment Jump 6% | SBI, Hindalco Top Gainers

Indian share markets are trading on a positive note with the Sensex up 200 points and Nifty trading 66 points higher.

http://www.eqtm.in/Zc7f9
Is the Crash in Railway Stocks Here to Stay?

Risk to companies enjoying monopoly in India’s railway capex megatrend.

Railway Stocks: What Next?

Here’s an extract…

There are sectors and companies today which are brewing excesses that could eventually lead to a crash. Both in the business and stock price performance.

Could railway stocks be among them?

The railway stocks euphoria is largely backed by the Rs 2.4 trillion capex outlay by 2030. There are several parts to this mega capex trend.

Is this sustainable or will it lead to a crash?

Read on for more…

http://www.eqtm.in/Nj74T
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Stock Market Update - Sensex Today Rallies 690 Points | HFCL Surges 12% | 3 Reasons Why Indian Share Market is Rising

The BSE Sensex zoomed 690 points while the Nifty ended up by 215 points to close at 21,460.

http://www.eqtm.in/a2QNe
Why 2024 is a Good Time to Invest in the Best Indian Solar Stocks

There are less than 1 million households with rooftop solar installations at present and Modi wants to take this up to 10 million… clearly, the opportunity is massive.

Top Indian Solar Stocks

Here’s an extract…

By the end of the decade, the target for India’s installed renewable energy capacity is expected to reach over 450 GW vs 166 GW in October 2022. Of this, over 60% is expected from solar.

It certainly seems like India's solar boom is at an inflection point.

Once the country’s solar ecosystem becomes self-sustaining, the sky will be the limit for the listed companies.

In this article, we’ll look at all the major solar players and their growth prospects.

Read on for more…

http://www.eqtm.in/q6ZGa
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Ambuja Cement vs Ultratech Cement

In this article, we compare two of the top Indian cement players. Should you prefer one over the other?There are less than 1 million households with rooftop solar installations at present and Modi wants to take this up to 10 million… clearly, the opportunity is massive.

Ambuja Cement Versus Ultratech Cement

Here’s an extract…

India is the second-largest manufacturer of cement in the world, accounting for over 7% of the global installed capacity of cement.

This dominance is fuelled by rich natural resources like limestone and coal, making India a prime location for cement manufacturing.

According to the Cement Manufacturers Association, the country boasts a total installed capacity of more than 540 million tonnes (MT).

In this piece, we take a deep dive into the workings of the country’s cement giants, Ultratech Cement and Ambuja.

Read on for more…

http://www.eqtm.in/Yx3w6
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Why IDFC First Bank Share Price is Falling

Here’s why shares of the bank fell 5% in day, after the company reported robust quarterly numbers for the December 2023 quarter.

IDFC First Bank Stock Falls

Here’s an extract…

IDFC First Bank (formerly IDFC Bank) is an Indian private sector bank formed by the merger of the banking arm of Infrastructure Development Finance Company and Capital First, an Indian non-bank financial institution.

The bank reported its quarterly earnings.

Let’s take a look…

http://www.eqtm.in/k2Y4D
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Stock Market Update - Gift Nifty Down 25 Points | Bajaj Auto Q3 Results | Why Steel Stocks are Rising | Top Buzzing Stocks Today

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

http://www.eqtm.in/Ci4r9
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Stock Market Update - Sensex Today Tanks 700 Points | IT Stocks Drag | Tech Mahindra & TCS Top Losers

Indian share markets are trading on a negative note with the Sensex down700 points and Nifty trading 187 points lower.

http://www.eqtm.in/x8BAd
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Will the Smallcap Rally Continue?

Find out the deciding factor when it comes to the smallcap bull market.

What Next for Smallcaps?

Here’s an extract…

The long-term median for Smallcap to Sensex is at 0.44 times. The index is way past that average.

At 0.6 times, the Smallcap to Sensex ratio has already breached the previous peak of 0.58 in 2018.

From that peak in 2018, the smallcap index had crashed by more than 50%. It took three years for smallcaps to rebound to the same level.

So, what would make the smallcaps correct this time?

Read on for more...

http://www.eqtm.in/z8AFn
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Why IFCI Share Price is Rising

This company implements the PLI schemes of the Indian government. Is there a big-bang PLI announcement on the cards this union budget?

IFCI Stock Rises

Here’s an extract…

Erstwhile known as Industrial Finance Corporation of India, this state-owned company has become the talk of town.

Yesterday, shares of the company concluded the trading session with a 20% gain, reaching a new 52-week high of Rs 48.1 on the BSE.

And if that wasn’t enough, IFCI shares are once again locked in the 10% upper circuit band.

This took its year-to-date (YTD) gains to over 80%, and it’s not even a month into 2024.

Let’s find out why shares of the company have seen a steep rise in recent trading sessions.

http://www.eqtm.in/j9Z5N
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Stock Market Update - Sensex Today Ends 360 Points Lower | ACC Surges 11% | 5 Reasons Why Indian Share Market is Falling

The BSE Sensex ended 360 points lower while the Nifty ended 101 points down.

http://www.eqtm.in/Xe75K
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Why RITES Share Price is Rising

Shares of the company hit their 52-week high today. Here's why.

RITES Stock Rises

Here’s an extract…

Railways stocks are having their day in the sun again after a year-long run up.

The rally in railways-related stocks comes just weeks before the Interim Budget presentation. Investors expect allocation towards the railways to be high, and it will be watched keenly by the market.

Amid this rally, shares of RITES have also witnessed a jump. The company’s share price is up 26% in the last five days. It also hit its 52-week high today.

Let’s find out what is driving the share price…

http://www.eqtm.in/Bw84Q
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Top 5 Smallcap Stocks with Rising Promoter Holding. Here's a Watchlist...

Promoter holding of these five stocks surge in Q3. More details inside.

Smallcaps With Rising Promoter Holding

Here’s an extract…

In a departure from the conventional practice where promoters typically increase their shareholdings during market downturns, a notable shift has emerged in the current market scenario.

Rather than waiting for a bear phase to bolster their stakes, promoters are seizing opportunities amid the ongoing record-breaking run of the stock market.

Let's take a look at five such companies that have seen an increase in promoter holding in the December 2023 quarter.

http://www.eqtm.in/Am8n4
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How to Think About the Stock of Dixon Technologies

Does the stock deserve the high valuations that it's getting?

Dixon Technologies: What Next?

Here's an extract...

Electronics maker Dixon Technologies right now is a beehive of activity.

It is building a new facility in Noida to make 1.3 million laptops for Taiwanese PC maker Acer. The facility must be up and running in four months.

And the pace of activity will only increase.

Read on for more...

http://www.eqtm.in/Jx3r7
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5 Key Takeaways from Tata Technologies First Ever Quarterly Results

The company delivered sequential growth and healthy operating margins on the back of strategic deal wins.

Tata Technologies Quarterly Results

Here’s an extract…

Shareholders in the Tata group firm were waiting with bated breath as the company was expected to declare its Q3 results on 25 January 2024.

This was Tata Tech’s first ever quarterly results announcement since listing.

For the six months ended September 2023, the company’s total income rose 35% year-on-year (YoY) to Rs 25.9 billion (bn) while net profit was up 36% to Rs 3.5 bn.

Read on for more…

http://www.eqtm.in/r4C3N
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Top 2 PSU Banks with Reasonable Valuations

The ability for banks like Union Bank of India and Canara Bank to manage their NIMs would be key, given that the rate easing cycle is still 6-9 months away.

Attractive PSU Bank Stocks?

Here’s an extract…

The results of public sector banks (PSBs) in the December 2023 quarter were keenly awaited with investors trying to understand how these banks are dealing with a rising interest rate environment.

Union Bank of India and Canara Bank reported their quarterly results earlier this week with a key metric, net interest margins (NIMs), broadly flat on a YoY basis.

Has this made the valuations of these stocks attractive?

Read on for more…

http://www.eqtm.in/f4ASm
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Top 10 Stocks Ashish Kacholia Bought and Sold Recently

Given that we might be moving into another tough year for the stock market, investors are looking towards “experts” now more than ever to tide them over the rough times.

Ashish Kacholia’s Recent Trades

Here’s an extract…

As we’re already a month into 2024, many companies have announced their latest shareholding pattern for the quarter ended December 2023.

In this article, we’ll look at how Ashish Kacholia, one of the most famous Indian investors, rejigged his portfolio in the quarter gone by.
These are the top 10 stocks he bought and sold during the September-December 2023 period

Read on for more…

http://www.eqtm.in/o3J7W
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Best Explosive Stock: Solar Industries vs Premier Explosives

Given that we might be moving into another tough year for the stock market, investors are looking towards “experts” now more than ever to tide them over the rough times.

Solar Industries Versus Premier Explosives

Here’s an extract…

The Indian explosives industry is one of the world’s fastest-growing sectors, with an annual usage of 0.5 million (m) tonnes, and is expected to reach US$ 159.2 m by 2028.

To add to this, an increase in the use of explosives in defence and space missions has also supported the growth.
With government policies such as Make in India and multiple Defence policies, the growth of the explosives industry is further strengthened.

While all companies involved in explosives manufacturing stand to benefit from this growth, we are comparing two big names – Solar Industries and Premier Explosives – to see who has a better chance to gain from this growth.

Read on for more…

http://www.eqtm.in/Wa83R
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Stock Market Update - Gift Nifty Up 100 Points | Cyient & JSW Steel Q3 Results | BLS E-Services IPO | Top Buzzing Stocks Today

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

http://www.eqtm.in/Bq6g5
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Stock Market Update - Sensex Today Zooms 600 Points | RITES Surges 10% | Adani Enterprises & Adani Port Top Gainers

Indian share markets are trading on a positive note with the Sensex up 574 points and Nifty trading 181 points higher.

http://www.eqtm.in/Fn7e9
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