Indian Stock Market Hot Tips & Picks in Shares of India - 7 new articles - 🌐

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Sunday, March 2, 2025

Indian Stock Market Hot Tips & Picks in Shares of India - 7 new articles

Maintain Buy, TP at 6485 (From 7700)Foresee no impact due to Ultratech Cements C&W foray till 2027Target PE rationalized by 15% to 32xPolycab is market leader with 25% organized market shareKey risks include higher competition and demand slowdownExports ...
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Indian Stock Market Hot Tips & Picks in Shares of India - 7 new articles

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JEFFERIES ON POLYCAB

JEFFERIES ON POLYCABMaintain Buy, TP at 6485 (From 7700)Foresee no impact due to Ultratech Cements C&W foray till 2027Target PE rationalized by 15% to 32xPolycab is market leader with 25% organized market shareKey risks include higher competition and demand slowdownExports is a budding opportunity (China +1)FY25-27 Sales/PAT CAGR at 22%/28% driven by new orders and FMEG improvement

Jefferies on SBI Life

Jefferies on SBI LifeBuy, TP Rs 1770Shift may drag margins, but better product mix & attachments may compensateLonger free-look-period on missales may have limited impact.Vals are attractive; stability in regulations & better margins should aid rerating

Bank of America on GDP

BofA ON INDIAN GDPQ4CY24 GDP Review: Shallow recovery, GDP forecasts downgradedGDP modestly recovers to 6.2% yoy on an upgraded baseWe lower FY25 GDP growth to 6.3% from 6.5% earlier, FY26 down to 6.5% from 7% earlierSupply side indicators show some good momentumRBI: Rate cutting cycle to continue

NOMURA-RAW MATERIAL PRICE TRACKER

NOMURA-RAW MATERIAL PRICE TRACKERHDPE prices are flat q-q and -6% y-y, which is a positive for packaging prices and packaging companies.Soda ash prices have moderated (-8% y-y / -3% q-q) which is a positive for Hindustan Unilever's  detergent margins and Tata Consumer's salt margins.Maize (sorbitol) prices have softened (-3% y-y / -1% q-q) and should support Colgate's  GPM.Mentha oil prices fell

2 Islands on Opp side of Dateline

It's truly amazing! The two islands—Big Diomede (Tomorrow Island, Russia) and Little Diomede (Yesterday Island, USA)—are only about three miles (4.8 km) apart but lie on opposite sides of the International Date Line. Because of this, there is a 21-hour time difference between them, meaning they are almost a full day apart!You can see one island from the other, and in winter, when the sea freezes,

Stock Market is a Game of Valuation

Stock Market is a Game of ValuationPlease understand this very very important aspect. If a company is doing very well, sector is upbeat, growth is there but still the share price does not rise. You may have seen it happen many times. *Let's understand what is Valuation*Suppose there is a factory producing some goods, making profits and has some land and the factory machinery. If you want to

Job vs Business

Job vs Business

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