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DEFENSE AND RAILWAY STOCKS
ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analystsWe are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all...
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...
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%Retail market investors are presented with a choice. Act now, when the uncertainty quotient is high. Or, wait for things to settle down. In...
For both the compulsive trader and careful investor: 25 stocks to watch if risk appetite returns; some with upside potential, some notIf the price of crude oil softens, Indian equities may again see a risk-on phase. Tariff concerns are no longer the central issue; the larg...
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%Here’s a thing investors in equity need to keep in mind. A large part of the upmove one might see in the next one or two trading sessions w...
Amber Enterprises shares crash 18% after Q4 results. What's spooking investors?Amber Enterprises shares plunged almost 18% on Monday. This followed the company's January-March quarter results. Net profit rose 15% year-...
Spicier than jhalmuri: The Rs 1.7 lakh crore fiscal bite hidden in state election resultsWhat looked like a light-hearted campaign moment during PM Narendra Modi’s West Bengal trail has now turned into a major fiscal concern aft...
ET Prime Special Series: Multibagger or IBC - Part 57: Forging firm that supplies Tata, M&M, JCB. Nobody talks about it enoughFor over four decades, one company has been making crankshafts quietly and precisely, supplying customers from Tata Motors to Liebherr to M...
In war, anything can happen; in investing, only management matters. 6 stocks from different sectors with upside potential of up to 27%Net margin is a useful metric. It tells you how much profit remains after costs, interest, and tax are deducted from revenue. But it does n...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsOver the next few sessions, as the uncertainty caused by the Gulf war intensifies and makes you anxious, remember this: It is not the first...
India’s $360 billion stock rout raises stakes for Modi’s BudgetIndian stocks face their worst year start in a decade. Investors await the upcoming budget for economic growth catalysts. The government ma...
Airfloa Rail Tech IPO: From Vande Bharat to defence, company charts next growth phaseAirfloa Rail Technology, a key player in India's rail sector, is diversifying into aerospace, defense, and drone technologies after a succe...
HBL Engineering shares skyrocket 9% after winning Rs 762-crore order from Central RailwayHBL Engineering shares rose 9.2% on securing five contracts worth Rs 762.56 crore from Central Railway for Kavach. The total value of Kavac...
Budget 2025 stocks: L&T, KEC International, others fall up to 5% on modest capex tweakThe government set a capex budget of Rs 11.2 lakh crore for the next fiscal year, slightly up from Rs 11.1 lakh crore in FY25. Following th...
Pre-budget rally in PSUs, defence & railway stocks a damp squib in last 6 budgets. Where to spot opportunities?PSUs, defense, and railway stocks have shown mostly negative returns in the fortnight before the budget over the last six years. PSU stocks...
Navigating Union Budget impact: Opportunities amidst overheated marketCoalition politics often requires a delicate balancing act, with the government catering to diverse interests. This could lead to a more po...
4 major PSU rail stocks in overbought state, profit booking ahead: Anand JamesEven though the outlook for these stocks remains bullish, expect some profit booking in the near term before the bulls regroup," said Anand...
Budget may disappoint a bit because of high expectations: Deepak Shenoy, Capital Mind"We do not know what their focus is going to be. But the initial cues that we are getting are that the budget is likely to be a tougher one...
Markets to underperform for some more time: Vibhav Kapoor, IL&FS"The market had run ahead of expectations based on the announcements which the government was making for the last few months," says Vibhav ...