Searched for
ALUMINIUM UPCYCLE
Hot Stocks: 2 stocks that may give returns between 16-19%Leading brokerages CLSA and Morgan Stanley have initiated coverage on Vedanta Aluminium and Adani Enterprises, respectively, signaling sign...
Vedanta Aluminium shares rise nearly 2% as CLSA initiates Outperform call, sees 18% upside potential. Here's whyVedanta Aluminium Metal shares surged nearly 2% after CLSA initiated coverage with an 'Outperform' rating and a Rs 540 target price, citing...
Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectorsGeopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil market...
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
Hindalco, Nalco shares jump up to 5% after aluminium prices hit 4-year high. Where is metal headed?Hindalco and Nalco shares climbed as aluminium prices hit a four-year peak. Geopolitical tensions in Iran and possible production curbs in ...
Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
JPMorgan assigns overweight tag to Hindalco and VedantaJPMorgan has upgraded Hindalco Industries and Vedanta Limited to 'overweight', setting price targets of ₹1,125 and ₹850 respectively. The b...
What Iran war means for Vedanta, Tata Steel and other metal stocks? CLSA analysts explainRising tensions in the Iran war could reshape the outlook for Indian metal stocks, with CLSA flagging Vedanta as a key beneficiary due to i...
Hindalco, NALCO downgraded to ‘reduce’ by InCred Equities. Here are 3 reasons whyHindalco and National Aluminium Company shares fell Tuesday. A brokerage firm downgraded both companies. They cited weak growth prospects f...
Vedanta shares rise 3%, hit record high as LME copper, aluminium prices gain. Will stock hit Rs 800?Shares of Anil Agarwal-led Vedanta Ltd rallied as much as 3% to their fresh 52-week high of Rs 699 on the BSE on Friday after copper prices...
India auto ancillary sector poised to benefit from demand upcycle, EV push: ReportIndia's auto component sector is poised for strong growth. Analysts predict steady expansion in the coming quarters. This is driven by incr...
National Aluminum, SAIL shares surge up to 4% on PBoC’s 50 bps RRR cutShares of metal companies like National Aluminium and SAIL surged following China's 50 basis point cut in reserve requirements, aimed at bo...
LME ban on Russian origin metals to see aluminium, copper & nickel prices go up in short term: Amit DixitICICI Securities' Analyst, Amit Dixit, examines the impact of Russian metal bans on commodity prices, emphasizing short-term fluctuations a...
Vedanta's risk-reward more favourable now: Why it is stock pick of the weekVedanta is a well diversified natural resource company and has a strong balance sheet due to its exposure to low cost and cash rich busines...
Mutual funds increase exposure to companies likely to benefit from commodity upcycleThey bought shares of metal companies, which are expected to benefit from the upcycle in global commodities. Besides, the focus on dividend...
Slowing demand from truck makers and drilling firms may dull Bharat Forge showThe Indian and US truck markets appear to be reaching the crescendo of an upcycle.
Bharat Forge’s growth may be cappedThe supply to commercial vehicle makers accounts for nearly 41 per cent .
Follow commodities, but mint money in equities; here's howCommodity-linked stocks fall faster than the prices of the underlying in a commodity downturn.