TCS, Bharti Airtel, among 78 stocks approaching record dates for dividends, bonus issue, stock splits – Key corporate actions

TCS, Bharti Airtel, among 78 stocks approaching record dates for dividends, bonus issue, stock splits –  Key corporate actions

Dividends: Afcons Infrastructure – Rs 2.5 per share (25%) ASK Automotive – Rs 1.5 per share (75%) Bajaj Electricals – Rs 3 per share (150%) Bharti Airtel – Rs 16 per share (320%) Birlasoft – Rs 4 per share (200%) Blue Star – Rs 9 per share (450%) CE Info Systems – Rs 3.5 per … Read more

Jefferies unleashes value hunt: 11 buy stocks including 3 Adani bets as India market hits stretched valuations

Jefferies unleashes value hunt: 11 buy stocks including 3 Adani bets as India market hits stretched valuations

With MSCI India ex-financials trading at a steep 26.4x forward PE, 1.9 standard deviations above the 10-year average, global brokerage Jefferies has released an aggressive list of 11 value buy stocks, including three from the Adani group. The dramatic shift comes as Indian markets trade at an 82% premium to emerging markets versus a 10-year … Read more

M-cap of 6 of top 10 most valued firms drops by Rs 70,325 crore; HDFC, ICICI Bank top drags

M-cap of 6 of top 10 most valued firms drops by Rs 70,325 crore; HDFC, ICICI Bank top drags

The combined market valuation of six of the top-10 valued firms eroded by Rs 70,325.5 crore last week, with HDFC Bank and ICICI Bank emerging as the worst-hit in line with a bearish trend in equities. Last week, the BSE benchmark Sensex dropped 626.01 points or 0.74 per cent. In the top-10 pack, Reliance Industries, … Read more

Vodafone Idea shares gain 14% in 7 days despite decline in subscribers and market share in May

Vodafone Idea shares gain 14% in 7 days despite decline in subscribers and market share in May

Driven by investors’ interest, the shares of Vodafone Idea have surged by 14% in 7 trading sessions, to a high of Rs 7.49 hit on the BSE in today’s trade. This comes even as the company witnessed a loss of market share as well as active subscribers in the month of May. On the performance … Read more

Mcap of nine of top-10 most valued firms surges by Rs 2.34 lakh crore; Reliance biggest gainer

Mcap of nine of top-10 most valued firms surges by Rs 2.34 lakh crore; Reliance biggest gainer

Nine of the top-10 most valued firms together added Rs 2,34,565.53 crore in market valuation last week, with Reliance Industries emerging as the biggest gainer, in-line with a buoyant trend in equities. Last week, the BSE benchmark surged 1,650.73 points or 2 per cent. From the top-10 pack, Infosys emerged as the only laggard, facing … Read more

JM Financial bets on banks, capex-led growth stocks with launch of new model portfolio for Indian equities

JM Financial bets on banks, capex-led growth stocks with launch of new model portfolio for Indian equities

JM Financial has launched its India Model Portfolio with a bullish stance on banks, infrastructure, and domestic demand plays, while staying cautious on expensive mid-cap and small-cap stocks and export-oriented sectors. The brokerage said it is overweight on banks, real estate, telecom, infrastructure, defence and oil & gas. The model portfolio marks a key shift … Read more

Bharti Airtel Q4 Preview: PAT may jump up to 226% YoY on robust ARPU. Up to 35% revenue uptick seen

Bharti Airtel Q4 Preview: PAT may jump up to 226% YoY on robust ARPU. Up to 35% revenue uptick seen

Telecom major Bharti Airtel will announce its earnings on Tuesday, May 13, where the company is expected to report a robust year-on-year growth in its Q4FY25 profit after tax (PAT) aided by a healthy uptick in its Average Revenue Per User (ARPU). The net profit rise is seen in a wide range of 90%-226% according … Read more

Eight of top-10 most-valued firms saw combined Rs 1.60 lakh cr erosion in mkt valuation last week

Eight of top-10 most-valued firms saw combined Rs 1.60 lakh cr erosion in mkt valuation last week

The combined market valuation of eight of the top-10 most valued firms eroded by Rs 1,60,314.48 crore last week, with Reliance Industries taking the biggest hit, in line with a sluggish trend in equities. Last week, the BSE benchmark dropped 1,047.52 points, or 1.30 per cent. While Reliance Industries, HDFC Bank, Tata Consultancy Services (TCS), … Read more

Volatility driven by defence concerns; too early to predict market direction: Sandip Sabharwal

Volatility driven by defence concerns; too early to predict market direction: Sandip Sabharwal

“Pace of recovery will depend on the pace at which profitability sustains and stabilises and volumes improve. But on risk-reward now after a period of three-four years we are now coming to a stage where as a contrarian investor one could start evaluating investing in this stock,” says Sandip Sabharwal, asksandipsabharwal.com. Let me just talk … Read more