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...
05 Jun, 2024, 10.49 AM IST
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...
15 Feb, 2024, 05.56 AM IST
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...
14 Feb, 2024, 04.07 PM IST
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...
12 Dec, 2023, 05.41 AM IST
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...
04 Oct, 2021, 05.58 PM IST
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.
27 Mar, 2021, 09.01 AM IST
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.
08 Oct, 2020, 04.15 PM IST
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.
24 Mar, 2020, 08.18 PM IST
Kotak Institutional Equities retains sell on BPCL, fair value at Rs 385Sell Bharat Petroleum Corporation Ltd. at a price target of Rs 385.0 .
27 Sep, 2019, 08.29 AM IST
Oil explorers likely to outperform marketing firms on the boursesReduction in subsidy helps upstream companies improve their realization per barrel.
03 Jul, 2019, 07.35 AM IST
No subsidy burden could trigger OIL, ONGC re-ratingNew Delhi has provisioned Rs 33,000 crore for oil subsidy in FY20.
27 May, 2019, 07.47 AM IST
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.
13 Sep, 2016, 05.07 PM IST
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...
22 Oct, 2014, 04.24 PM IST
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.
24 Sep, 2014, 02.57 PM IST
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.'
04 Aug, 2014, 04.24 PM IST
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.
15 Jul, 2014, 12.37 PM IST
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.
04 Oct, 2012, 08.28 AM IST