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KOTAK INSTITUTIONAL EQUITIES REPORT
A falling stock is not always cheap: Kotak explains the role of earnings and valuationsKotak Institutional Equities argues that stock prices are driven by earnings expectations and PE multiples rather than market flows or liqu...
Stocks in news: HCL Tech, RBL Bank, Nazara Tech, Hero Motors, Power Grid and IRCONIndian stock markets struggled on Monday, as the Nifty 50 saw a considerable drop. The falls were attributed to increasing bond yields, con...
Sahajanand Medical Technologies sets IPO price band at Rs 327-344 per share; issue opens on Oct 15Sahajanand Medical Technologies has set a price band of Rs 327-344 per share for its Rs 475.48 crore IPO, which opens on October 15 and clo...
US suspension of PERM applications unlikely to impact Indian IT firms significantly: KotakThe US suspension of PERM processing for six major Indian IT companies is unlikely to materially affect their operations or earnings, Kotak...
Inflation could hit 7%, forcing RBI to hike rates by 150 bps further: ReportIndia's inflation is projected to reach 6-7% due to increasing price pressures and consumer expectations. The Reserve Bank of India has ack...
TCS shares jump 3% ahead of Q2 results. 5 things investors should watch out forTCS Share Price: According to the average of seven brokerages, TCS revenue is likely to grow about 13% YoY, while profit may rise around 9%...
TCS Q2 Results Preview: Can the IT bellwether show enough growth to calm investors?Tata Consultancy Services is scheduled to release its second-quarter results on October 8, with analysts predicting a year-on-year revenue ...
Bank stocks lift Indian markets as crude prices ease, RBI decision eyedThe Indian stock markets saw an upswing fueled by the performance of banking stocks amid falling oil prices. The Sensex and Nifty enjoyed s...
ET Alpha Wealth Summit 2.0: Where is smart money moving amid global market churn?As global capital shifts amid rising bond yields, changing valuations and new investment themes, investors are asking where the next opport...
Indian banks face a Q2 paradox: FCNR boosts loan growth but margins shrinkIndian banks are heading into the Q2 earnings season with strong loan growth, helped by FCNR(B) deposit inflows, but margins are likely to ...
Indian banks' Q2FY27 earnings seen rising 11%; FCNR deposits may weigh on margins: KotakIndian banks are projected to see an 11 percent year-on-year growth in earnings for the second quarter of FY27. The report anticipates that...
Kotak Mahindra Bank shares jump 4% as Q2 net advances rise 25% YoY, deposits up 23%Kotak Mahindra Bank's net advances increased 25% year-on-year to Rs 5.77 lakh crore in Q2 FY27. Total deposits rose more than 23% year-on-y...
RBI rate hike unlikely to trigger broad-based NBFC asset quality stress: ReportA report from Nuvama Institutional Equities indicates that a potential RBI rate hike may not significantly stress NBFC asset quality. Past ...
Largecaps face investor apathy, mid and smallcaps fuel euphoria: Kotak Institutional EquitiesInvestor sentiment towards large-cap stocks is currently apathetic, despite improved valuations in the market. Retail investors are increas...
Kotak warns small and midcap euphoria may turn sour as investors chase quick returnsIndia’s stock market shows a sharp divide, with investors favouring small and midcaps despite stretched valuations while overlooking relati...
AMC stocks face rough waters; Kotak sees selective opportunities in SBI, HDFC AMCIndian asset management companies are experiencing steady retail inflows, notably through Systematic Investment Plans. Kotak Institutional ...
IT companies forecast to post muted second quarterSector leader Tata Consultancy Services and its nearest rival, Infosys, are projected to report weak numbers for the three months ending Se...
Axiscades Technologies rises 5% as Sunil Singhania's Abakkus buys 3.03% stakeAxiscades Technologies shares rose on Wednesday after Abakkus Asset Manager bought a 3.03% stake for around Rs 235 crore through a block de...
AI deflation, weak demand to keep large IT growth muted in Q2FY27; mid-tier to outperform: KotakIndia's large IT companies are anticipated to report subdued growth in Q2FY27 due to AI-led deflation and weak demand. Mid-tier firms are l...
IRDAI’s commission crackdown: Why insurers may cope but distributors face a tougher testTransformations are on the horizon for India's insurance industry, with new proposals from the Insurance Regulatory and Development Authori...