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MOFSL MODEL PORTFOLIO
Q4 earnings review: Motilal Oswal highlights broad-based beat on estimates, lists 6 sectors that exceeded expectationsMotilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong ...
Gautam Duggad on why midcaps will keep beating Nifty and his top bets for FY27Gautam Duggad of Motilal Oswal Financial Services anticipates a sharp earnings slowdown in the fourth quarter. He strongly recommends PSU b...
Nifty set for fresh uptrend, says Motilal Oswal. Here are 4 catalysts, 25 stocks to buyMotilal Oswal sees the Nifty entering a fresh uptrend after its record high, backed by stronger earnings, supportive policy measures, firm ...
Q2 earnings beginning this week to be modest but 3 themes can make money: Motilal OswalQ2 earnings, starting October 9, are expected to show modest 6% YoY growth for Nifty companies. Motilal Oswal highlights three investment t...
Motilal Oswal turns bullish on midcaps in Q1 review; trims FY26 Nifty EPS forecastMotilal Oswal has increased its midcap allocation due to their strong earnings growth, even while trimming Nifty EPS estimates for FY26 and...
Adani Ports Q1 preview: PAT may jump up to 26% YoY, revenue to rise in double-digits on robust volumes. Check 4 likely takeawaysAdani Ports and Special Economic Zone (APSEZ) is set to release its Q1 earnings, anticipating strong results driven by volume growth and lo...
Nifty’s 25,000 dilemma: Stuck in a 1,000-point range for 19 sessions. Will the index break free?Nifty index faces resistance around 25,050, consolidating within 24,000-25,000. Options data suggests sideways movement. IT and auto sector...
Nifty's PAT grew 3% in Q4FY25, beat Motilal Oswal's estimates; Bharti Airtel, HDFC Bank among top 5 contributorsNifty posted 3% net profit growth in Q4FY25, marking its fourth straight single-digit gain. Bharti Airtel, ICICI Bank, and others drove 137...
Nifty records longest daily losing streak since launch in 1996. Is the stock market now oversold?The Nifty50 index has plummeted almost 16%, hitting a historic 10-day losing streak due to heavy foreign institutional investor outflows. W...
Brokerages tweak model portfolios on lackluster Q2 earnings, list top stocks to buyMotilal’s top large-cap picks include HDFC Bank, Bharti Airtel, ICICI Bank, State Bank of India (SBI), HCL Technologies, Larsen & Toubro (L...
Railway, power to remain mega themes for next decade: Gautam DuggadLast two, two-and-a-half years we have been significantly overweight on PSU banks in our model portfolio. In fact if you look at our model ...
Motilal Oswal tweaks model portfolio ahead of Q3FY24 earnings. Here’s what changedMotilal remains a “firm believer” in the medium-term India story and expects these trends to strengthen with multiple themes at play viz. f...
After 32% earnings growth in Q1, Motilal raises Nifty EPS estimate by 2.5%In Q1 FY24, of the 21 sectors under Motilal's coverage, 7/8/6 sectors reported profits above/in line/below its estimates. Of the 231 compan...
Strong bank, auto results boost Q4 bluechip profitsOn an aggregate basis, the 26 of the 50 Nifty constituents that reported results had a combined net profit of about Rs 1,02,200 crore, a ju...
Hemang Jani on how to play the energy theme“Alternative fuels, clean energy would remain a very big theme. Gas is something that we could definitely look at.”
BFSI, commodities expected to drive FY22 earnings: MOFSL"Corporate earnings in 4QFY21 were led by cyclicals and a combination of low base and strong demand revival as economic activity improved. ...
Market too hot to handle? Don’t cash out yetI strongly believe that we are in a bull market and as long as this earnings trajectory remains good, we should participate in it, says Hem...
Slow & steady, algo trading takes up decent share on Dalal Street“Algorithmic trading can be used regardless of trading strategy,” says Nitesh Khandelwal.
Stocks of brokerages rally up to 89% since Feb lows; time to book profit?Today, brokers are not entirely dependent on broking business. A bull run is always an icing on the cake, which can drive further rally on ...
Brokers' Call: V-Guard, BHEL, HDFC BankMotilal estimate VGuard's revenue would increase by 27.1% and net profit by 28.6% over FY12-15E.