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ONGC VALUATION RERATING
M-Cap of Vedanta's split cos jumps 67% to Rs 3.5 lakh croreVedanta's demerger has boosted shareholder value. The combined market capitalization of the parent and four new entities surged significant...- ONGC may receive $500 million of unpaid dividends if US lifts sanctions on Venezuelan oilONGC could unlock about US$500 million in unpaid dividends from its Venezuelan assets if US-led restructuring eases sanctions, Jefferies sa...
- Markets pricey with modest EPS growth; autos, hospitality offer opportunities: Venkatesh Balasubramaniam of JM FinancialVenkatesh Balasubramaniam highlights expensive Indian markets with muted EPS growth, cautious sector bets, and selective opportunities in a...
- CLSA tweaks India portfolio, fears de-rating in expensive capex stocksCLSA adjusts India portfolio post BJP's election setback, favoring defensive stance with HCL Tech replacing L&T. Overweight on banks, commo...
- Rerating of high-flying PSUs has few more legs: JefferiesJefferies said the rerating in shares of public sector undertakings (PSUs) - the top performers in the past three months - has more legs ci...
- PSU re-rating not over yet, bets Jefferies and shares top 3 stock picksPSU stocks have rallied, partly supported by the govt's capex push but sector-specific reasons have also helped. The PSU Bank index has adv...
- Oil stocks fall on talk of poll sops, some say time to buyAmong oil marketers, Hindustan Petroleum fell 4.36%. Indian Oil and Bharat Petroleum both lost about 1%. The BSE Oil & Gas index was also d...
- PSU stocks look set for a perception reset, says D-Street veteranHe said ONGC and Coal India, in the past, were victims of ETF issues, but now the government has suggested that it would go slow on stake s...
- Consumption a long-term play; metals a growth story: Nitin RahejaMetals will be a growth-oriented story but the rerating has already happened, says the Co-Founder of AQF Advisors.
- Why it may not be time yet to bet on urban trendsYour portfolio should not only bet on urban recovery but also on companies which are poised to do well globally, says Nilesh Shah.
- At 20-year lows and single-digit PEs, these stocks are worth a lookSome analysts on Dalal Street feel the selloff in this pocket is unwarranted.
- Kotak Institutional Equities retains sell on BPCL, fair value at Rs 385Sell Bharat Petroleum Corporation Ltd. at a price target of Rs 385.0 .
- Oil explorers likely to outperform marketing firms on the boursesReduction in subsidy helps upstream companies improve their realization per barrel.
- No subsidy burden could trigger OIL, ONGC re-ratingNew Delhi has provisioned Rs 33,000 crore for oil subsidy in FY20.
- Let's talk stocks: Tech Mahindra, Coal India can serve as defensivesSell ONGC as the crude oil price is not able to consolidate and move beyond $50 a barrel and sell NBCC as it is fairly priced.
- Expect a rerating for HPCL, BPCL and IOC going ahead: Nitin Tiwari, ReligareWhat lies ahead is a rerating for trading multiples for HPCL, BPCL and IOCL. HPCL is discounted in terms of valuations, but BPCL has alread...
- See upturn in markets extending beyond FY17: Dhirendra Tiwari, Antique Stock Broking"The expectation is that whenever there is a cyclical upturn, the tide goes on for four-five years," says Dhirendra Tiwari.
- Investors should use corrections in market to buy cyclical stocks: Rahul Singh, StanChart Securities'The market is adjusting to the present govt's strategy of noiseless reforms rather than big bang reforms which everyone hoped for.'
- Reforms pushed by Narendra Modi government likely to attract investors to PSUsDespite a sharp run-up this year, PSU stocks are still trading at over 40 per cent discount to their peak valuations of 2010.
- Shares of broking firms surge as reforms revive moodShares of broking firms rallied on hopes the pick-up in stock market activity in September could boost earnings second quarter.
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