Searched for
CAPEX HEAVY BUSINESS
The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure pushMorgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....- ET Prime Special Series: Multibagger or IBC - Part 59: Japan taught it. Tata bought it. Now EVs will test this auto ancillaryThis is a story about a company that is simultaneously an asset and an anomaly. An asset because it builds a tangible, necessary product, g...
- Forget fake invoices. The real risk is the assumptions made in the balance sheet to hide lossesMost accounting risks make noise. The biggest one on the Indian balance sheet doesn't. It hides inside growth assumptions, discount rates, ...
- AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
- ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
- Tata Motors CV bets on exports, clean mobility for FY27 growthThe company said industry growth is expected to continue in FY27, albeit at a slower pace than the previous year, amid commodity cost press...
- PhysicsWallah dials down schools push after investor uneasePhysicsWallah is shifting its K-12 expansion strategy to an asset-light, online-led model, moving away from capital-intensive school operat...
- Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
- Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...
- TRAI, network clarity, please?India's digital future hinges on 5G network slicing. This technology allows for dedicated network segments, promising enhanced services for...
- Ola Electric eyes FY27 turnaround on surging demand, cost reset and margin gainsOla Electric is set for a robust FY27. The company expects a significant rebound in sales and revenue. Margins are strengthening, and costs...
- Adani turning back the clock: How two group stocks created Rs 1.3 lakh crore wealth in a lopsided Nifty yearAdani Enterprises and Adani Ports have generated over Rs 1.3 lakh crore in investor wealth this year. These two Adani Group stocks have sig...
- SpaceX's nearly $2 trillion IPO is heavily banking on this one entity and it's top on Elon Musk's priority listSpaceX would join a small group of companies valued at $2 trillion, most of which have steady revenue and strong profits.
- SpaceX IPO bets $2 trillion on Musk's ambitious rockets-to-AI visionInvestors are betting big on SpaceX's IPO, valuing it at nearly two trillion dollars. The company aims to fund its ambitious AI plans with ...
- Execution and balance sheet strength will decide EMS sector winners: Praveen SahayInvestors are now prioritizing financial discipline in the electronics manufacturing services sector. Companies are expanding and investing...
- Rs 1 lakh turned to Rs 21 crore! Do you own these 11 penny stocks that delivered over 10,000% returns?Eleven penny stocks have delivered over 10,000% returns since May 2021, transforming Rs 1 lakh into over Rs 21 crore for some investors. Th...
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
- Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatilityDespite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley....
- Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
- Auto ancillaries: The next few quarters may separate winners from hopefuls. 5 stocks, 3 with upside potential of up to 33%The EV shift has moved from ambition to execution. And for auto ancillaries, the next phase may decide who was genuinely preparing for the ...
Load More
