Stock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 41%
Once again everything is looking green, the way FY 25 has started, it appears that bulls were on short term break due to tight liquidity conditions which tends to appear in the last month of every financial year. While the local liquidity condition might improve, the issue of high valuation is still not over. It is still a time to be cautious in terms of not going overboard with taking exposure to a certain stock, selective about what one is buying. The reason, if the street becomes selective and gets into correction mode once again, it is stocks where there has been improvements in the business operating matrix will be able to weather the storm better. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic TimesET Graphics: New fiscal year, new disclosures; All you need to know
The commencement of the new financial year marks the initiation of various alterations in compliance prerequisites, as highlighted by ET. These changes encompass a spectrum of regulatory adjustments aimed at enhancing financial governance and ensuring adherence to updated standards. Key Points
Economic TimesAre select metals prices indicating China’s economic revival? 5 metal stocks with upside potential of up t
Few days back, there was a sudden spurt in oil prices, though they might have cooled down a bit. The question is why this sudden spurt when there has not been any rise in tension in the Middle east and it is not even the peak season where demand for heating oil could have led to sudden rise. Now combine this with price trends in some non ferrous metals like copper which have inched upward to form a one year high. While to some it might appear far-fetched at this point of time as there have been many false starts, are the commodity markets giving an indication that finally there are some green shoots in the Chinese economy? The risk is the US election result. Will the election results help in resolving the trade issue or continuation of the issues ? Key Points
Economic TimesIs all the bad news and views priced in ? 4 stocks from the natural gas sector for contrarian trade.
Gas stocks have been underperforming the market for quite some time. The argument against them has been multifold, right from stagnation in terms of volume growth, companies not being able to expand in newer areas and the latest one being the threat from EV. Couple of months back, an announcement about pushing the electric vehicle (EV) more aggressively in Delhi, brought pressure on the stocks like IGL. While there is no doubt that over a period of time, EV will dominate, does it mean the end of the business of the gas companies? The answer is probably no, there are many other use cases and narrative about negative impact might be over stretched. Also the street might be ignoring the fact that these companies have enough cash on the balance sheet and also cash flows from existing lines of business to move into new areas which are part of the EV eco system. Key Points
Economic TimesThese midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 30%, according to analysts
On Wednesday, thanks to one stock, Reliance industry, nifty was able to make a comeback. But what is more important is that market breadth, which has been under pressure for most of the sessions for the last three weeks, was in the green territory for most of the time. It is important to keep one eye on market breadth as that would be a more reliable indicator for deciding the strength and possible time frame for which the rally may last. Another thing which one should monitor closely is when the numbers of how much money has flown to mutual funds in the month of March which would get released in early April. This would be an indication of how much impact did AMFI advisory to mutual funds had on ground. Also, this would answer the question, whether this is another short term profit booking move or a beginning of a long phase correction and valuation adjustment.During this phase, analysts are bullish on select stocks from different sectors, some of which are either the leaders of their sector or part of the top three companies which are known to be well managed. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . This predefined screener is only available to ET Prime users. Key Points
Economic Times
For risk takers with long-term perspective: 5 midcap stocks with upside potential of up to 47%
Now that sensex has turned negative for 2024, focus will shift on how the returns. The narrative will focus on how returns and how the valuations are expensive. Yes, there is no doubt that valuations are expensive, they were even higher a month back, when everyone was saying cheers to mid-cap. At this point of time the question whether “ I should sell or buy more” needs to be replaced by “what business do I own and whether that business is going to grow or not” The reason why it is important to change the question itself is the fact that it business on the ground which will make the difference between in final returns. If by next month, markets are rallying once again, then all this talk about valuation will go away in thin air. Key Points
Economic TimesBFSI stocks: They shed weight much before others do, time to be contrarian and buy?
The kind of correction the broader market is witnessing in the last few days, the financial services sector had seen that few months ago. Infact, if one looks at the overall picture this phase of correction was led by one private sector bank and the other parts of the BFSI came under pressure at the start of 2024. For two reasons, first is that RBI has been doing a policy tightening and regulatory cleanup excerise, so there were some margin hits coming in earnings. Second, they are heavily owned by foreign portfolio investors who have been sellers in the Indian markets. A large number of times they give an advance indication of what the broader market might look like in near term. Similarly, the other way round, these stocks on a relative basis have performed better than others in the last few days. The first streak of relative outperformance is good enough indication for them to be brought on watchlist. Key Points
Economic TimesThese largecaps have ‘strong buy’ & ‘buy’ recos and upside potential of more than 20%
Today despite the fact that the nifty heavyweights are trading in green territory, nifty is still trading just moving close to the red territory. This along with a negative market breadth is clearly indicating that finally a phase of profit booking has come. There is a high probability that this corrective phase may continue further. Because the valuation differential in large and mid cap had increased very sharply, there is more probability of a mean revision trade taking place. It might be better for have a bias toward looking at large cap when investing fresh money. Key Points
Economic TimesTo take care of possible headwinds: 4 largecap stocks from different sectors with upside potential of up t
Market has a strange habit of giving surprises on both sides, moving up when no one is expecting and news is bad all around. Falling when no one is expecting it to fall and there is good news all around. So, in today’s time when there is good news all around, right from higher GDP numbers to better GST collections and on micro front companies announcing more orders and even words like expansion of capacity coming back, instead of predicting the time when there will be a correction, just be ready for it. Ready by staying with large caps and that too with sectors and stocks where some tailwinds are emerging. This is not to say that there cannot be some underperformance in large cap space, but the fact is that over the long term these large caps not only create much more wealth but in a bearish phase, they tend to protect the wealth by falling less as compared to mid and small caps. Key Points
Economic TimesView: Attitudes of parents and schools towards other careers must change
A prerequisite for the acceptance of different professions, though, is a change in our attitude. Parents want children to become doctors, engineers or bureaucrats due to the automatic 'respect' and awe these careers ensure. At another level, swaggering gangsters dispensing ersatz 'justice' in their areas also draw admiring wannabes for the same reason. Careers as, say, school teachers, chefs, graphic artists or cabin crew do not ellicit that same 'respect' in India yet. Key Points
Economic Times
Ready for re-rating once again? 4 stocks from textile sector with upside potential of up to 24%
In past 3 years, a host of sectors have been making a comeback. There are two kinds of comebacks, first is in terms of macro structure of the business witnessing an improvement and hence the bottomline showing an improvement and second is in the stock price performance. Both are very different and that's the most important needed to be taken into account. In last 8-9 years, there has been a policy-level effort to revive sectors like textiles for two reasons. First, it is a labor-intensive sector and impacts a large number of people. Second, there was an opportunity to cut imports and push exports. All the policy efforts were having a moderate impact but then came Covid and China plus one came into the picture, changing the whole picture externally. Internally, help came in the form of the PLI scheme which helped some companies reduce cost of capital and resources for expanding. This list is drawn from Stock Reports Plus, powered by Refinitiv, with over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum. Key Points
Economic TimesCan Kerala's antibiotic abuse project inspire India's antimicrobial resistance fight?
In 2019, nearly 300,000 deaths in India were due to AMR. Over 1 million deaths were linked to drug resistance, making infections more challenging to treat. Kerala initiated an AMR action plan in 2018. However, analysts say that Kerala’s approach might not be directly applicable to other states, where access to antibiotics is itself an issue. Key Points
Economic TimesFor moderate risk takers: 5 midcap stocks from different sectors with potential upside of up to 36%
Unlike last quarter of 2023, when nifty and sensex used to witness correction and mid-cap index was able move higher. Since the start of 2024, the mid-cap index is also participating in the correction, clearly indicating that some profit booking is taking place in this segment of the market. Having said that, if one looks at the flow of money to the mutual funds, a good amount of it is still coming in funds which are focussed on mid or small cap. There is no way one can fight with liquidity, if it is going to mid caps and they are moving up irrespective of valuations or quality of stocks one cannot argue. But the only thing which as an investor one can do is to be careful when taking exposure to this segment of the market. Stay away from stocks where there is a narrative that this sector will do well because of ABCD reasons or the company will get such and such orders worth this much. There is enough evidence in history to show that more than anything else, checks and balances are most important at this point of time, while making investment decisions. Key Points
Economic TimesPut checks and balances: 5 midcap stocks from different sectors with potential upside of up to 34%
The movement of nifty and sensex needs to be delinked with what has happened in the last quarter and what might happen to mid-cap in the coming quarter. There is no way one can fight with liquidity, if it is going to mid caps and they are moving up irrespective of valuations or quality of stocks one cannot argue. But the only thing which as an investor one can do is to be careful when taking exposure to this segment of the market. Stay away from stocks where there is a narrative that this sector will do well because of XYZ reasons. At this point of time there is no dearth of tips floating in whatsapp group and telegram channels. But there is enough evidence in history to show that more than anything else, it is time to use checks and balances while making investment decisions. Key Points
Economic TimesFor moderate risk takers: 5 midcap stocks from different sectors with potential upside of up to 29%
For all those investors whose portfolio is titled in favour of the mid-caps need to do two things in current market conditions. First, don't extrapolate what has happened in the last one quarter to the mid caps stocks. Second, which is more important, be careful when taking fresh exposure to this segment of the market and apply checks and balances when investing and even after that be ready for some drawdown in the value of the stocks. How does one put checks and balances? Simple, have a look at fundamentals and it is not very tough, having a look at some of the critical ratios like ROE and ROCE would help in avoiding silly mistakes which are common in bullish markets. Key Points
Economic Times
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 24%
While the volatility has been in nifty every now and then, the difference this week was that the mid-cap segment also participated in the correction and breadth was negative. This is indicative of profit booking happening at the broader market level. At this point of time, one cannot rule out volatility with strong bearish bias and more damage to stock prices in the mid-cap segment. In such times, if one is taking fresh exposure to equity, ensure that there is some level of quality as far as the business and fundamentals are concerned. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic TimesTime to be contrarian? These 6 bank stocks can give over 18% returns
While the bank nifty might be facing pressure in today’s trading session, it is because of the three private banks with high weightage in the indices witnessing selling pressure.For contrarian and short term traders there might be an opportunity given the fact that it has been witnessed that such moves are followed by short covering sooner or later. But again this probably is trade for high risk traders or investors who have the ability to take a stand against market narrative. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members. Key Points
Economic TimesFor calculated risk takers: 4 smallcap stocks with upside potential of up to 32%
It was the second time in the last ten days that banks are leading to decline in the market and the midcap index is trading with cuts which were greater than broader market indices. Yesterday should serve as a reminder to all those who have been buying stocks in the last few weeks without even bothering to look both at fundamentals and valuations. For all those who are looking at taking fresh exposure in small and mid-cap segments it would be better that rather than doing post facto analysis they should do more homework by looking at some fundamental ratios and business of the company. Despite doing all this, one should be ready to see a draw down as risk cannot be eliminated but only managed. Key Points
Economic TimesMutual Funds or stocks: Where should you invest for better returns?
Investing in equities through mutual funds offers a straightforward solution to many challenges, bringing several benefits. One advantage is disciplined diversification. Fund managers adhere to rules that enforce diversification across the portfolio. Most individual investors lack the expertise or discipline to achieve this level of diversification. Key Points
Economic TimesReady for another round of re-rating? 4 mid & smallcap cement stocks with upside potential of up to 30%
For the last nine years on the priority list of the government has been building physical infrastructure like roads, highways, ports and airports. Binding all the infrastructure projects, whether big or small are two commodities, cement and steel. In the cement sector, small and mid sized companies have been able to take advantage of this focus and increased spending by the government and have been able to both clean up their balance sheet and in some cases, they have gone ahead and increased their capacities which would be getting commissioned soon. With continued focus on infrastructure, will these companies be able to see another round of re-rating? Key Points
Economic Times
Sectoral tailwinds and stronger balance sheets: 5 largecap stocks with right mix of two important ratios
There are some sectors where large players have an edge, because the nature of the business is such that there are phases where ability to stay in the game and cash on the balance sheet matter most. When the tide turns in favor of that sector, these large companies are able to make most of it. One sector which has gone through a phase of realignment of business and readjustment of valuations for many years and has once again come in limelight is the pharma space. Right from ability to deal with USFDA, not rely just on product segment to how to deal with uncertainty of supply chain which is dependent on China, Indian pharma companies have come a long way. Key Points
Economic TimesLooking for safety with a reasonable growth premium? 4 midcap stocks with right PEG ratio
One of the biggest challenges which companies face is the right allocation of capital. Over a long term it is the right allocation of capital which determines whether a business is able to create shareholder returns or not. This becomes even more pronounced in the case of the mid-cap companies where resources are even more limited. When looking at mid-cap companies, look carefully at PEG ratio which in the long-term indicates many things in a better manner than most other alternatives like PE which tend to create a mirage of value. Key Points
Economic TimesStock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 27%
While it might be too early to call or to some it might appear to be wish of which bears on the street would have, but the way the market has panned out at the start of 2024, there is probability of a selective correction taking place. So, it is stocks where there are some improvements in the business operating matrix that tend to weather the storm better. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic TimesCorrection are some times opportunities; 5 mid & smallcap cement stocks with upside potential of up to 30%
Cement has been a sector where most of the analysts have been caught off guards. The stocks have done well and a large number of analysts have been sticking to their stands that pricing and capacity utilization is an issue. What they probably ignored was the fact that any industry which has been facing headwinds for a long time tends to sort the issues and few players are able to make a comeback as consolidation takes place. Pretty much what we have seen in power. Due to government focus on infrastructure for the last nine years, a number of cement players have been able to improve their balance sheets and also become operationally efficient. With the policy continuity there is a high probability that we may see a similar trend in coming years. Key Points
Economic TimesHeadwinds are an opportunity for long-term investors: 6 agro-chemical stocks with upside potential of up t
Majority of businesses have a cycle of ups and downs. The question is whether the downs are cyclical in nature or they have come up due to one off event. Agro chemical sector is in a down cycle due to one off events. Sudden increase in inventory in the industry, oversupply which came into markets to resumption of the Chinese production post covid curbs. That is the reason that the sector which did extremely well in the first part of the bull run which starred post covid has been underperforming for some time. Given the fact that in the last three months, the problem of over inventory in the system has started to reduce. Is the worst of the issues behind the agro chemical companies? Key Points
Economic Times
Next in line to get re-rated? 6 fertilizer stock ideas with four having buy reco and upside potential of u
While it has been slower as compared to other sectors, even the fertilizer sector has been witnessing policy changes which have intended to plug loopholes and increase the operational efficiency of the companies. Given the policy measures, it would be worth bringing them to watchlist because if a re-rating takes place then we could see a sharp move. But one thing which one needs to remember is that in such sectors some time invested capital can underperform for some time. Key Points
Economic TimesNifty Financial Services stocks: Time to be contrarian and buy?
After a long phase of three years of consolidation and relative underperformance, there were some initial signs of the private sector banks making a comeback attempt. There have been reasons for their underperformance, right from mega merger which created a technical issue of overhang in shareholding, to changes in the top management. Also the fact that these stocks came in the over owned category of foreign institutional investors, who have been sellers time and again. Key Points
Economic TimesIs it a good time to invest in Indraprastha Gas Limited? 3 reasons why analysts are bullish
The company is a key beneficiary of the growing preference for natural gas, as it is one of the cleanest energy sources available in India, which helps reduce carbon emissions. It is diversifying in new growth areas and exploring organic and inorganic growth. Know what analysts say about Indraprastha Gas Limited Key Points
Economic TimesAstronomy based tourism in India: Spreading the love for stargazing
Since the observatory is meant for scientific purposes and to help the locals earn an income, Angchuk and his colleagues distributed telescopes to the local community and trained them in stargazing, so that they can showcase the night sky to tourists. The tag of the dark sky reserve, he hopes, will increase footfall. In return, the team is in the process of persuading villagers to minimise light pollution by using curtains and shaded lights. Key Points
Economic TimesBon Appetit: Global chefs and restaurant companies are headed to Indian cities as consumers welcome new ta
As India becomes a prime market for global consumption of both goods and experiences, and as other economies face uncertainties, global chefs as well as big brands and international restaurant companies are headed to Indian shores, where the consumer is open to new tastes and trends, and ready to spend more than before. This internationalism in wining and dining is seen not just in Delhi and Mumbai over the past one year, but also in Tier-II cities. In 2024, this trend is set to grow only bigger. Key Points
Economic Times
Good for all market conditions: 6 largecap stocks with right mix of RoE & RoCE
There is sunshine all around, better than expected GDP numbers, further decline in oil prices, falling US bond yields and clear indication from RBI that it is in no mood to increase interest rates any further. So while macros are bullish and could not get better, it is time to spend some time in understanding what stocks are you buying and why that stock at this point of time only. Also if one is thinking about increasing the exposure it would be better to stay with large caps as they would be able to weather any storm which might emerge due to any reason. Key Points
Economic TimesPolicy support likely to continue: 4 stocks from railways sector with upside scope of up to 30%
Railways was among the last sectors to get re-rated due to the policy focus. But the speed at which the stocks got re-rated was very sharp. Whether it was companies which are financing the expansion of railways or private sector companies which are making coaches in the last eighteen months all of them have done extremely well . After they reach a certain level of valuations where they may not be classified as cheap. The question is whether the policy push which may continue in coming years will make their bottomline move up sharply which ensures that not only valuations are taken care of but also there is continued re-rating. Key Points
Economic TimesThese Nifty Financial Services stocks can deliver more than 15% returns
After a long phase of three years of consolidation and relative underperformance, there were some initial signs of the private sector banks making a comeback attempt. However the RBI decision to curb unsecured lending, made the sentiment turn against them. But only sentiment, in reality will it make a difference for their long term perspective is a matter of debate with answer titling in favour of NO. After today’s monetary policy one more risk is off the table Key Points
Economic TimesTailwinds to continue: 6 capital goods and engineering stocks with upside potential of up to 40%
Capital goods and engineering companies had faced tough times for many years. Given the fact that hardly any capacity buildup was taking place in any industry, a number had to change their product portfolio and had to live with very low margins. But all the efforts have now started to show some results. Three things impact the demand for capital goods . First, spending by the government, spending by the private sector. Last but not the least the focus of the government policies. After the state election results, there is a higher probability that two out of three factors are likely to continue to play. Will this lead to another round of strong re-rating? Key Points
Economic TimesHelped by continuation of policy push: 5 largecap stocks from different sectors with upside potential of u
There are many sectors which have been able to do well because of policy push by the government. Many may not realize that “Tipper” which is a kind of light commercial vehicle ( LCV) did extremely well due to the fact that it is used in road construction and in the last eight years, that has done extremely well. Similarly a tile company did well because there was a housing boom and auto ancillary which was focussed on EV did well due to push to EV. Now with increased probability of continuation of policy push, some of these sectors and companies are likely to see continued tailwinds. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. Key Points
Economic Times
Nifty IT index stocks: Will strength in US dollar help in reviving them?
With some strength in the US dollar coming back, there is global trade which is getting started, metal prices have come down and sectors, which benefit from weaker local currencies have seen a recent bump up. The question is whether the domestic IT companies, which have been witnessing a phase of underperformance, especially the largecaps, will have any recovery due to the rupee factor? Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. Key Points
Economic TimesLending to the bottom of pyramid: 4 small finance banks with upside scope of up to 36%
When it comes to the rural economy, most believe that it is auto and FMCG companies which give a good idea how the rural economy is working, But there is another set of companies which might have a better insight on how the rural and even semi urban part of the economy are doing because they work in this part of the country and also because of the fact of lending in those businesses which operate in the area. Despite all the headwinds, these small finance banks have been able to grow. Key Points
Economic TimesNifty Financial Services stocks: Will sectoral leadership be regained by private sector banks
It has been more than three years that some of the biggest wealth creators in the private sector banking space have not been able to deliver much to their shareholders. Each one of them had its own set of issues to deal with. One where a big merger was getting planned and executed, others have seen a change at the helm and had to go through a process of shareholding adjustment to meet the regulatory requirements. Is this phase of going through adjustments over and will they get their mojo back. Key Points
Economic TimesFinancing the growth in Bharat: 4 small finance banks with upside scope of up to 38%
It might surprise many of you, ask your driver, your help at home, or the small chai shop owner how much interest he pays when he or she takes an unsecured loan taken in the private loan market. He or she might be paying four to five times more than the interest rate which any regular bank charges on an unsecured loan. That is what led to the birth of microfinance companies, now many of them are small finance banks. They are providing lending at the lowest end of the pyramid. Their interest rates were higher than normal banks would charge, but would surely much lower than what private money lenders in these parts of the country charges. That is where the opportunities are present for these small finance banks. After a phase of tough regulatory challenges, they have emerged stronger. Key Points
Economic TimesFor patient long term investors but with risk appetite: 5 stocks with right peg ratio
It is one of the riskiest spaces not only in markets but in the economy also. The reason, not only headwinds in terms of continued policy change risk, but the business itself is fraught with risks of more competition and uncertainty of any economy. However if one looks at the numbers of multibagger this industry has thrown, that is pretty impressive. The other side of the story is that it has also thrown a number of companies into bankruptcy. So, essentially, if one gets it right then there is money and if one does not then even capital it is at risk. Key Points
Economic Times
View: Indians need to smile more; it can be very beneficial for all concerned
Ask most Indians when they last spontaneously smiled at strangers or even known people and the answer would be, Not recently. And if that Indian is female, it would be an unequivocal, Never! Urban Indians rarely bare their pearly whites in a welcoming manner and it has nothing to do with their emotional quotient. Rural Indians are far more likely to smile or reciprocate if someone beams at them, including those they do not know, such as tourists or visitors. Key Points
Economic TimesFor all times: 5 largecap stocks from different sectors with upside potential of up to 31%
Whether it is the bullish or bearish phase of the markets, it always pays to stay with a better quality of balance sheet and in companies which have the ability to withstand the slowdown which every economy faces at different points of time. Especially when valuations are not cheap by any standard, it would be good to stay with large caps if one is thinking of increasing exposure to equity. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. Key Points
Economic TimesReady for another round of outperformance? 4 tile and ceramic product maker stocks with upside potential o
Like many industries, home building products like ceramic tiles got a sharp re-rating in the last couple of years. Any company with a strong brand got to valuations which were much higher than average valuation they got in years. As it happens, when valuations reach an extreme high zone, self correction sets in. Stocks move in a broad range, they tend to under perform in a bullish market, but at the time in a bearish market they outperform by falling less as compared to another. Essentially, they witness a time wise correction for a period where earnings reach a level that their valuations become normal. After becoming normal, the probability of another round of strong upward movement increases. Key Points
Economic TimesStock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 34%
After the last few weeks of correction, the broader market indices like nifty and sensex have been showing signs that bears will have to wait before they can make any serious attempt to control the street. However, recent RBI changes have impacted sectors like banks and financial services and if one looks at the overall composition of every index, when this sector gets impacted everything else gets impacted. That is probably the reason why indexes are moving in range bound mode today. These selected stocks depict a strong upward trajectory in their overall average score. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic TimesAs bulls and bears fight over Nifty, investors should focus on 6 largecap stocks with right mix of RoE & R
Once again bulls have shown that it is not easy to beat them. After a correction in September and October, November has been a month where bulls are back in control. While this fight will continue as pulls and pressure increase toward the end of the year, it would be better that as an investor stay focussed on the business you are owning. Businesses which have a track record of being able to deal with all the swings of economic cycles. It is the large cap companies with strong balance sheets, strong brands and a history of not needing frequent doses of capital which probably would be able to weather a storm and do well. Key Points
Economic Times
For long-term investors looking for midcap exposure: 4 stocks with right PEG ratio
The problem with PE ratio is that it not only creates a mirage in terms of buying of a stock. But even selling stocks just because P/E is high is also something which leads to selling wealth creators early and then regretting or buying them at a point when they are expensive in real terms. So it is better to use peg ratio, which comes with its own challenges, which are still worth taking. Key Points
Economic TimesContrarian Utility bets: 4 stocks from natural gas sector with upside potential of up to 20%
Recently, an announcement about pushing the electric vehicle (EV) more aggressively in Delhi, brought pressure on the stocks like IGL. While there is no doubt that over a period of time, EV will dominate, does it mean the end of the business of the gas companies? The answer is probably no, there are many other use cases and narrative about negative impact might be over stretched. Key Points
Economic TimesView: Light up the world from Diwali to Christmas
The US politicians Bobby Jindal and now Nikki Haley, both of whom converted to Christianity to become more acceptably mainstream in the 1980s and 1990s respectively, are extreme examples of the extent to which migrant Indians in the 20th century strove to integrate. Most Indians, however, kept their faith while anglicising their names and mannerisms so as to fit in. Food was practically the only marker of their ethnicity that survived this acculturation. But something has changed in the 21st century. Diwali, Holi and many other festivals have spilled out of exclusively Indian circles to become universal celebrations. Key Points
Economic TimesStock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 38%
After the last few weeks of correction, the broader market indices like nifty and sensex have been showing signs that bears will have to wait before they can make any serious attempt to control the street. Even the Samvat 2080 started with a bullish gap up opening in Sunday's special trading session. though it needs to be seen whether there is follow up in coming days. Being a truncated week of trading, volumes are likely to be low. So be cautious rather than being overtly bullish. These selected stocks depict a strong upward trajectory in their overall average score. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic TimesThis Diwali be bullish but selectively: 7 largecap stocks with right mix of RoE & RoCE
Once again bulls have shown that while bears have the right to make a comeback attempt, bulls who have ruled the street for the last three years are in no mood to give up easily. That was reflected in improved market breadth even though nifty and sensex had been only moving in range bound mode. While the recent performance has been good, given the valuations, it would be better to be selectively bullish and put more checks and balances both in terms of quantitative and qualitative parameters while looking at stocks. Key Points
Economic Times
Ambition makes sense when you have surplus of seventy generations? Ramayana has the answer
The article draws a metaphor from the Ramayana, using the character Kabandha to represent the insatiable hunger and relentless growth associated with both Capitalism and Socialism. It explores how modern society praises endless ambition and the pursuit of wealth, framing contentment as a pathology. The author suggests that individuals, especially the affluent, are trapped in this hunger without permission to be satisfied. Key Points
Economic TimesThere is nothing called off season? 4 hotel stocks with upside potential up to 33%
If one goes by airline ticket prices, room rent and occupancy level of hotels it is very clear that what appeared as revenge traveling in early phases when covid get over has more to it. Both airlines and hotel prices have remained higher than normal in all seasons of the year, whether busy or off season. Going by the changed preferences and all the challenges right from tech aggregator and others, there is a good chance that large chains with asset light model along with own asset have high probability of doing well. Key Points
Economic TimesView: Why Diwali should become a festival of lights not sounds
The death of a Kolkata Mounted Police horse, named Voice of Reason, after being startled by post-cricket match firecrackers highlights the harmful impact of fireworks on animals, especially during Diwali. The incident brings attention to the often-overlooked aspect of animal welfare amid the festive celebrations. Key Points
Economic TimesThese midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 20%, according to analysts
With the US Fed indicating a pause in the interest rate cycle, indications of the “risk on” trade will be back are clearly visible. Emerging markets have stabilized. This may have a rub off impact on midcap stocks which tend to do well when liquidity is in abundance. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . This predefined screener is only available to ET Prime users. Key Points
Economic TimesTime to be selective? 6 largecap stocks from different sectors with upside potential of up to 33%
While some of the headwinds which Indian markets have been facing might have receded, some of the risks which are specific to India are still very much there. One being the state election result and second one being valuation being at a very high level. In such conditions, it would still be better to stay focussed on large caps as they have more ability to weather the storms which come unannounced. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. Key Points
Economic Times
New tailwinds emerge! 5 midcap pharma stocks with upside potential of up to 37%
If one looks at corporate announcements, a large number of small and mid-caps pharma companies are announcing one or the other thing either about US FDA or European authorities giving approval or inspection. While the large players had moved to international markets a long time back, a number of small companies that had domestic focussed business are also moving into the developed global markets. Will this lead to re-rating? Key Points
Economic TimesPrice wars are still on but... 4 stocks from diagnostics sector have upside potential of up to 26%
In the last five years, the diagnostic segment of the healthcare sector has seen many ups and downs. During Covid, diagnostic players were overloaded with work and then came the price wars which some new tech companies brought on the table. The price war was essentially started to grab both, market and mind share. While the price war is still on in some segments, there is a possibility that its intensity may come down. The reason, new companies have burnt enough cash and large physical-only players have also made some inroads into digital channels for customer acquisition and also part delivery of the service. Will this bring back focus of the street? Key Points
Economic TimesStock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 31%
While some of the uncertainties which the global equity markets were facing have come down with indication by US fed that interest rates are not likely to inch upward. The valuation risk still remains, it would better to stay focussed on stocks where analyst score have gone up due to one or the other reasons. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic TimesNifty Financial Services index stocks: Will they lead the correction once again?
For all those, who are surprised the fact that all of sudden bank nifty or finnifty witnessed a sharp fall, it would worth remembering that whether it is upward or southward movement of Nifty and Sensex, it is largely led by financial services because of high ownership of institutional investor’s both domestic and foreign portfolio investors. So if there a sell of due to risk off mode for emerging markets, which market has moved to in last few days. It is financials which are likely to lead to the decline, but, there is equal sharp recovery in them. So, be careful both in buying and selling decision in financial space. Key Points
Economic TimesAdvantage industrial recovery: 4 stocks from manufacturing sector with upside potential of up to 35%
B2B is normally associated with the digital world, but there are many companies whose products go as consumable or what is commonly called as raw material in the manufacturing sector. So for companies which are into supplying industrial consumables it is not an easy task. However there is an advantage to it also. Once the supply contract is settled, buyers also don’t disturb their relationship with suppliers. Key Points
Economic Times
6 stocks from hospital sector with upside potential of up to 27%
While all the headlines have been hogged by new age companies and sectors, there has been a sharp surge in valuations in one sector which has performed extremely well in the last two years. It i the hospital space and it is still under the radar. The post listing performance of IPOs from this space shows that both domestic and institutional investors are ready to pay a premium to have these stocks in their portfolio. Given the macro picture , it has a secular growth trend as per capita spending is likely to continue to increase. Key Points
Economic TimesGovernance lapses, irregularities prompt LPs to drive changes in startup investments
An LP (an individual or an entity) is the money behind a VC or private equity fund. In the past 12-18 months, allegations of governance lapses or financial irregularities have surfaced at startups such as BharatPe, Trell, Zilingo, Mojocare, Phablecare and 4B Networks. Prompted by these reported instances of mismanagement and lack of oversight, LPs are driving changes in their relationships with VCs who recommend and manage their investment funds. Key Points
Economic TimesNifty Auto index stocks: Festive season is a test for EV inflection point
In some segments like cars and two wheelers do have witnessing rising sales in festive season. But this time in case of even in these two segments, what would be more interesting to watch would be the fact how much sales the EV segment is able to get. If there is a sharp jump in EV numbers then it would mean that the final inflection point as far as the price is concerned will be higher than what has been estimated earlier. Which means early adoption. So when companies announce their sales numbers for the following months, October, November and December, it would throw a light on possible winners for next year. Key Points
Economic TimesTop Nifty50 stocks analysts suggest buying this week
Earnings rating is calculated based on three factors - earnings surprises, estimate revisions and recommendation changes. Profitability, debt, earnings quality and dividend trends are evaluated under the fundamentals component in the report. Relative valuation has three components - price to sales (50% weight), trailing P/E (25% weight) and forward P/E (25% weight). These metrics are evaluated against the overall market, index and company’s own historic 5-year averages. Key Points
Economic TimesStock picks of the week: 3 stocks with consistent score improvement and upside potential of up to 42%
From being totally under the control of the bulls, Dalal street has seen occasional sightings of bears in the last four weeks. While the reasons have been different at various points of time, the first indication that bears might be getting up from their sleep are surely on the wall. So it would be better to add “ caution” to your dictionary when looking at the stock market. The caution is also getting reflected in the overall count of stocks which have seen an improvement in their score. Also more importantly, it is time to take a step back, think and then make a decision both when buying and selling any stock. These selected stocks depict a strong upward trajectory in their overall average score. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic Times
For calculated risk takers: 6 midcap stocks with right levels of RoE and upside potential of up to 44%
Despite the fact the valuations are high and there are many headwinds both in terms of geopolitical risk and central banks policy making, the correction which is taking place in the market is not of the same magnitude which in the past such mews flow has brought. So at one level while the correction is taking place but at the same time, the under current is still that of hope. In such times of divergence, it would be better to add the words like portfolio rejig, caution, fundamentals and valuations to one’s thought process while buying stocks. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . Key Points
Economic TimesThese midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 15%, according to analysts
Even in volatile markets analysts are bullish on selective mid-cap stocks. One of the reasons, impact of developments in Israel has not been as hard as the street was expecting both in commodity and global equity markets. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . This predefined screener is only available to ET Prime users. Key Points
Economic TimesTailwinds of festive season and cricket world cup: 5 QSR stocks with upside potential of up to 27%
Junk food is bad for health, but having it once in a while is ok. Similarly, having some exposure to the companies which are selling them also may not be bad for one's portfolio, From having only two listed companies, Jubilant and Westlife, the OSR space saw many other players getting listed on the bourse in the last three years. After initial euphoria in which they got very high valuation, these stocks have not been in the limelight for some time. Partially because of valuations being high, but also because of the fact the churn in the shareholding which is held by private equity players is still in process of taking place. Will these stocks make a comeback in this festive season? Key Points
Economic TimesFor times when bears attempt a comeback! 7 largecap stocks from with right mix of RoE & RoCE
Monday’s trading session will start with the global market reacting to the development which took place in the middle east over the weekend. Both equity and commodities, especially oil prices will react. Given that valuations are not very cheap and we are close to the second quarter earning season getting started, it would be better that one should wait for some time before taking any decision, both to buy or sell. Also over the next couple of days if one is buying it would be better to stick to large cap stocks that too with more checks and balances put in place. Key Points
Economic TimesHow India is preparing for 6G revolution which will transform connectivity as we know it
India is preparing for the arrival of 6G wireless broadband technology, with commercial deployment expected around 2030. 6G networks will offer data speeds up to 100 Gbps, almost 100 times faster than 5G, and improved network connectivity. The International Telecom Union (ITU) has backed India's call for ubiquitous 6G coverage, ensuring that network deployments will be affordable and provide fast broadband connectivity for the masses. Key Points
Economic Times
HP puts its money on AI PC to drive growth in India
HP on Thursday announced a new software platform, HP AI Studio which is designed to help data scientists and AI practitioners accelerate and scale AI model development and will be available next year. The company also introduced a new AI workstation solution that simplifies building and customizing private AI models and applications. Key Points
Economic TimesThe language revolution: How tech tools, audio content, and AI-powered models are shaping our communicatio
The heavy reliance on autocorrect and predictive typing tools like Autocomplete has led to a decline in people's spelling abilities, according to software engineer Sayani Bhattacharjee, podcaster Abbas Momin, and marketer Nona Uppal. Tech companies are now developing language learning models to adapt to this trend. The writing enhancement software market is valued at $351 million globally, with Grammarly being one of the leading tools. Key Points
Economic TimesChinese bid to revive growth to make a difference; 5 metal stocks that can deliver up to 38% returns
Last week, when broader market indices were correcting sharply, it was metal stocks which were able to keep their head above water. This has happened for the third time in the last two months, that metal stocks have been able to inch upward when other sectors are under strong pressure. Is it an indication that global commodity markets are finally expecting the Chinese economy to recover after a long sluggish phase or it is just another spike which may fizzle out as soon as lower than expected number for China comes. Key Points
Economic TimesBears don't give notice before coming! 7 largecap stocks from different sector with right mix of RoE & RoC
Never fight liquidity but never ignore valuation. Given that valuations are not very cheap, any disappointment on any front, be it decline in the foreign flows or any domestic development increases the chances of sharp correction across the market. If one is looking to invest in equity, it would be better to have exposure to largecaps and have more checks and balances while picking the stocks. ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “hold” or a “buy” or a strong buy . Key Points
Economic TimesThese midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 15%, according to analysts
After remaining under the control of bulls, mid-cap stock witnessed a sharp correction early last week and also this week. There is some correction taking place in a few select sectors. However analysts are still bullish on select mid-cap stocks. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . This predefined screener is only available to ET Prime users. Key Points
Economic Times
Nifty healthcare index stocks; Staying bullish on select pharma and hospitals
While they clubbed together, the operating matrix of a pharma company making drugs and hospital and a diagnostic company are very different. We take a look at what analysts are saying about different stocks from each of these segments. Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. Key Points
Economic TimesBacking of a strong parent: Beside’s Jio financial 7 such stocks with upside potential of up to 35%
If one looks at the survivor of the NBFC aftermath of 2018, it is very clear that a strong parentage was the common factor among the NBFC’s which not only survived the crisis but also thrived post crisis. A number of them belong to industrial groups from the southern and western part of India. Is it because they are focussed on the southern and western part of India which is more prosperous or they are more focussed on systems and processes ensuring that their loan book grows slowly but sustainably. Key Points
Economic Times3 road construction & contracting focussed companies with ‘buy’ rating can rise up to 33%
The government spending on infrastructure projects, especially on roads has remained at elevated levels for the last nine years, this had a trickle down effect on many parts of the economy and specially companies which are involved in construction and contracting. ET screener powered by Refinitiv’s Stock Report Plus lists down stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . Key Points
Economic Times4 mid & small cap stocks from different sectors with right levels of RoE and upside potential up to 24 %
When valuations are high and sentiments are bullish, it would be better to add the word “ caution” to your portfolio. Now how does one do it ? By putting some quantitative parameters when making a decision to buy a stock. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “hold” or “buy” or strong buy . Key Points
Economic TimesPlay on Industrial recovery: 4 stocks from B2B of manufacturing sector with upside potential of up to 35%
It might surprise many, for a company which intends to supply selected raw materials to a tyre company, it might take anywhere two to three years to get approvals in testing and another process before it is able to sell its product to that particular tyre maker. But then once approved, the relationship between them remains forever, until rocked by something major. Similarly, many companies which supply only to large industries have its own advantages. Key Points
Economic Times
For moderate risk takers: 5 midcap stocks with right levels of ROE and upside potential up to 37 %
While last week nifty did witness corrective movement. While the overall trend is still bullish and valuations are still at elevated levels. In such times, it would be better that while looking at stocks one should also focus on reducing the risk by taking a hard look at some numbers which are critical indicators. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “hold” or “buy” or strong buy . Key Points
Economic TimesWeekly Top stock Picks: 5 stocks with consistent score improvement and upside potential of up to 45%
The stocks which enjoy a high growth potential and having at least a neutral market outlook with the latest overall average score of 4 and above are considered for selection. The average score of Stock Report Plus is based upon five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. Key Points
Economic TimesCharacter Counts: Global fame for Indian documentaries also spotlights filmmaker-subject disputes
For a documentary filmmaker, navigating the relationship with the subject is a complex, delicate task, even more so when there is a disparity in the power dynamic. While questions over where and how to draw ethical boundaries are not new, what has changed is the global spotlight on Indian documentary films. Key Points
Economic TimesStock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 35%
Except for the last three weeks in which nifty witnessed some cuts which can be called as consolidation, nifty and sensex have been under the control of bulls. During this period, some stocks have witnessed consistent improvement in their scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic TimesLooking for a healthy portfolio amid volatility? 8 stocks from hospital space with upside scope of up to 2
One sector which has performed extremely well in the last two years has been hospital space. If one looks at the post listing performance of the IPOs which have come from this space, it is clear that both domestic and institutional investors are ready to pay a premium to have these stocks in their portfolio. The reason healthcare companies are bound to see growth, because average spend on healthcare will increase due to expansion of insurance and spending by the government. Key Points
Economic Times
Ready for volatile times? 2 mid and 3 largecap stocks with right mix of RoE & RoCE
A software company with a net margin of 10% is probably not worth looking at. But if an infrastructure and construction company has a net margin of 10% it is not bad at all. The best construction player in India strives to get double digit numbers, but it has been able to create wealth for its stakeholder. Every industry has its own matrix which should be taken into account before investing. ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . Key Points
Economic TimesHas agri commodity price inflation been adjusted by the Street? 3 QSR stocks with upside potential of up t
It was the removal of tomato from burgers in some restaurants by McDonald's which brought back focus on inflation in some agricultural products and their impact on QSR space. While some of the agri commodities are still high, will the festive season demand give the power to these companies to pass it on to consumers will be the key to watch. Key Points
Economic TimesWhy India's diverse literary heritage must go national
It would not be far-fetched to speculate that many non-South Indian MPs present there would have been at a loss if asked what Silappatikaram-The Story of an Anklet-composed in the 6th century is about, much less who Kannagi and Kovalan were. Indeed, though Kalidasa composed his works in 4th century north India, many of those living in or hailing from that region today would be hard-pressed to name any of his plays or poems or quote from them either. Key Points
Economic Times7 midcap stocks with right levels of ROE and upside potential of up to 47%
While nifty last week witnessed corrective movement, the overall trend is still bullish and so are the risk levels. In such times, it would be better that while looking at stocks one should also focus on reducing the risk by taking a hard look at some numbers which are critical indicators. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “hold” or “buy” or strong buy . Key Points
Economic TimesBeing bullish when bearish narrative is cyclical; 4 ceramic and laminates stocks with upside potential of
The narrative is that monsoon is a bad time for some sectors. Anything linked to construction, whether it is spending on infrastructure projects by the government or private spending on home building, comes down. This brings an element of cyclicality in some industries, right from cement to homebuilding products. However, sometimes, those cycles and narratives are an opportunity which can be utilized for long term investing. Key Points
Economic Times
Is China's stimulus at work? 5 metal stocks which can deliver up to 35% returns, as per analysts
China is one of the biggest consumers of metals. Be it copper, aluminum or steel. When the global market gets indication that the Chinese government is planning a push for its real estate market or giving any kind of stimulus then metal prices tend to firm up. One of the reasons why only large companies are in focus could be the fact that with the bumper earnings which these companies have made in the last two years,some of them have reduced their debt. Key Points
Economic TimesReady for volatile times? 5 largecap stocks with right mix of RoE & RoCE
A software company with a net margin of 10% is probably not worth looking at but if an infrastructure and construction company has a net margin of 10% it is not bad at all. The best construction player in India strives to get double digit numbers, but it has been able to create wealth for its stakeholder. Every industry has its own matrix which should be taken into account before investing. ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy Key Points
Economic TimesLong-term wealth creation: 6 stocks with the right PEG ratio
One of the reasons why looking only at Price earning (PE) ratio leads to wrong decisions is that by the time PE gets adjusted to newly announced earnings per share (EPS), it is too late. Especially in the case of commodity stocks, PE ratio is probably the last thing to look at as it creates a mirage of value. Coming on the list is an Adani group company, which even skeptics say is probably best placed in its sector. Key Points
Economic Times4 home ceramic and laminates stocks with upside scope of up to 34%
The narrative is that monsoon is a bad time for some sectors, anything linked to construction, whether it is spending on infrastructure by the government or private spending on home building. However, sometimes, those cycles and narratives are an opportunity which can be utilized for long term investing. Key Points
Economic TimesStock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 37%
Except for one trading session in which nifty witnessed a sharp cut, nifty and sensex have been moving higher for the last one month. During this period, some stocks have witnessed consistent improvement in their scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic Times
4 stocks from different sectors with right PEG ratio for long-term wealth creation
One of the reasons why looking only at Price earning (PE) ratio leads to wrong decisions, is that by the time PE gets adjusted to newly announced earnings per share (EPS), it is too late. Especially in the case of commodity stocks, PE ratio is probably the last thing to look at as it creates a mirage of value. Key Points
Economic TimesLooking to beat volatility? Bet on these 5 largecap stocks with right mix of ROE & ROCE
A software company with a net margin of 10 percent is probably not worth looking at but if an infrastructure and construction company has a net margin of 10 percent it is not bad at all. The best construction player in India strives to get double digit numbers, but it has been able to create wealth for its stakeholder. Every industry has its own matrix which should be taken into account before investing. ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . Key Points
Economic TimesLiquor stocks: From sin tax to prohibition, only some can weather it all
It is not only in India, but in a large number of countries across the world, liquor is a heavily taxed business. Who has survived, one big factor in this business is the establishment of the brand. History is filled with examples, where companies have gone down because they invested too much in brands that did not do well, however they still survived for another day to launch a brand. Key Points
Economic TimesRated or unrated; stocks from select sectors might be tactical buys due to climatic or trade related issue
Recent climatic conditions in parts of Pakistan and China have led to sudden rise in the price of rice. Will this bring an opportunity for rice exporting companies of India and also the retail investors ? However the agro sector is not very well covered by analysts, not many stocks have a recommendation, probably because they are largely small and mid-cap in nature. Key Points
Economic TimesWeekly Top Picks: 5 stocks with score improvement and upside potential of up to 38%
In the last one month as more and corners of Dalal street come under control of bulls, stocks from different sectors have seen an improvement in their analyst scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic Times
Will China’s stimulus work? 5 metal stocks which can deliver up to 35% returns, as per analysts
As China once again announced measures to prop up its real estate market. The focus is back on metal stocks. Unlike 2021 and early 2022 when the outlook was bullish across the board. This time around it is not secularly but selectively bullish. It is selected stocks which are getting attention, companies either with large capacity, fully integrated or in any area where they are literally monopolies. Key Points
Economic TimesETtech In-depth | Micropayments: Internet's 'sachet moment' in India
Be it shelling out Rs 10 for a tarot card reading session online, Rs 50 for a quick online game or Rs 30 in virtual offering at a temple, micropayments, enabled by UPI in India, are driving new-age users to consume and pay for a variety of services on the Internet. For apps, this avenue for revenue generation means big business. Key Points
Economic TimesFor wealth creation: 5 largecap stocks with right mix of ROE & ROCE
Are banks more prone to interest rate cycles or is it manufacturing business which is more vulnerable to higher interest rates? Would rapidly rising use of artificial intelligence tools bring more risk to software companies as some of them may lose their relevance or it would be adding more value to the manufacturing sector. ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . Key Points
Economic TimesShould the British continue to lord it over hill stations?
The phenomenon of cities and towns being named after colonial notables is not limited to India, as we all know. Countless places around the world have been named after British royals from Victoria and Albert to Edward, George, Charlotte and more, not to mention the dynasties and dynasts of other European nations. Key Points
Economic TimesCompanies coming out in support of gender transitioning staff
Companies such as HUL, Tata Steel, Accenture, Deloitte, KPMG, Zomato, Vedanta, Cummins India, Good Glamm and Publicis Sapient are providing support for GRS, including financial assistance, in addition to meeting emotional and psychological needs of employees in their journey to the transition, said the executives. HUL and Cummins India, among others, have also recently updated dress code policy to be more inclusive and neutral, they said. Key Points
Economic Times
For long-term wealth creation: 6 largecap stocks with right mix of ROE & ROCE
Would rapidly rising use of artificial intelligence tools bring more risk to software companies as some of them may lose their relevance or it would be adding more value to the manufacturing sector. This debate will dominate the street for some time to come.ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . Key Points
Economic TimesView: New extreme tourism options will be adversely affected if self-regulation remains lax
Sky-diving and other established extreme tourism options are heavily regulated and supervised, so that those indulging in it do not come to serious harm, barring freak accidents. But when it comes to natural phenomena, from trekking to live volcanos and chasing tornadoes to venturing into the extreme conditions of the deep sea or deep space, predictability is limited. So also are safety guarantees. Key Points
Economic TimesHold on to them: 5 capital goods and engineering stocks with upside potential of up to 22%
Capital good companies had faced tough times for many years. Given the fact that hardly any capacity buildup was taking place in any industry, a number had to change their product portfolio and had to live with very low margins. But all the efforts have now started to show some results. Given the performance of the stock, a large majority of these stocks have hold recommendations from the analysts. Key Points
Economic TimesStock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 23%
As broader market indices witness minor consolidation, which normally happens when they are close to all time high as some resistance is bound to come. Some stocks have witnessed consistent improvement in their scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic Times5 largecap stocks with right mix of ROE & ROCE for wealth creation
Would rapidly rising use of artificial intelligence tools bring more risk to software companies as some of them may lose their relevance or it would be adding more value to the manufacturing sector. ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . Key Points
Economic Times
They also build portfolios! 4 companies from homebuilding sector can offer up to 31% returns
Like every other industry, home building products like ceramic tiles and laminates witnessed headwinds when commodity prices including natural gas witnessed a sharp rise last year. Despite those pressures on margins, the topline numbers were much better than expected. Now with softening of some of the raw materials, the pressure on margins has come down, while the demand tailwind continues. For this report, we have selected stocks from the latest Stock Reports Plus report dated 20th June 2023 with an analyst count of at least 2 and a minimum average Stock Report Plus score of 5. Key Points
Economic TimesStock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 25%
As broader market indices witness minor consolidation, which normally happens when they are close to all time high as some resistance is bound to come. Some stocks have witnessed consistent improvement in their scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame. Key Points
Economic TimesCementing growth: 5 mid & smallcap cement stocks with an upside potential of up to 29%
While large cement companies might be in the news for one or the other reason, it is the small and midcaps which have shown better than expected performance in Q4. A number of them have reached the capacity levels from where increase in capacity leads to more operating gains. We take a look at what analysts are saying across midcap cement companies. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists down stocks which fulfill the various criteria as specified into the algorithms & filters. Key Points
Economic TimesThese midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 25%, according to analysts
The strength of the ongoing rally in the market is clear from the fact that on days when the nifty is sliping southward, the nifty mid-cap index makes an attempt to move into green territory. A number of times is successful also. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . This predefined screener is only available to ET Prime users. Key Points
Economic Times4 large cap stocks with right mix of ROE & ROCE for wealth creation
Are banks more prone to interest rate cycle or is it manufacturing business which is more vulnerable to higher interest rates. Every business has its own capital requirement matrix and this is what makes them prone to risks of interest rate cycle. Of all the stocks, which our algorithms come up with, we took companies from different sectors. On the list, there is one of the biggest wealth creators from the specialty chemical space. ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . Key Points
Economic Times