China stimulus flowing very positively for Indian metal sector: Kunal Kothari

China stimulus flowing very positively for Indian metal sector: Kunal Kothari

Kunal Kothari, Research Analyst, Centrum Broking, says in the last two weeks, there have been a good turnaround in the trend and prices have moved up by around Rs 1000 to Rs 1500 per tonne. So, the stimulus that was announced in China is flowing very positively for the metal sector.On the back of the … Read more

Rs 16,000-cr buyback not big enough to move the needle for TCS

Rs 16,000-cr buyback not big enough to move the needle for TCS

There might be a 5-7% revision in price targets because we have already upgraded it a bit. We also need to see how 3Q, 4Q margins will be because the currency is appreciating and there are wage hikes as well, says Madhu Babu, analyst, Centrum Broking. The TCS buyback quantum is a little lower than … Read more

Why Q1 could be an unprecedented quarter for Reliance

Why Q1 could be an unprecedented quarter for Reliance

What saves Reliance is that Jio will probably stand out among the segments in terms of year-on-year as well as quarter on quarter performance, says Probal Sen, Senior V-P Research, Centrum Broking. We have already seen so much of a build up but which are some of the factors or numbers that you will keenly … Read more