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Stable crude, strong metal demand and El Nino plays drive opportunities: Motilal Oswal's Khemka
Siddhartha Khemka, Head of Research-Wealth Management at Motilal Oswal Financial Services, says easing geopolitical tensions could keep crude oil prices stable, supporting oil marketing companies. He remains positive on GNG Electronics due to strong growth prospects in refurbished electronics and prefers Hindalco among aluminium stocks, citing a multi-year demand cycle. Khemka also sees long-term value in Manappuram Finance and believes Voltas and Varun Beverages could benefit from a potential El Niño-led heatwave.
Stocks to Watch today: Lenskart, ZEEL, REC, PFC, Eternal, Airtel and more
Stocks to watch today: Lenskart, Zee Entertainment, REC, PFC, Eternal, Airtel, Tata Consumer Products, Vascon Engineers, Nuvama Wealth, Rajesh Exports, among others, will be in focus today.
Why is Zee raising funds despite sitting on a sizeable cash pile?
Abneesh Roy, Executive Director of Nuvama Institutional Equities discusses the likely reasons behind the move, the long-term significance of FIFA broadcasting rights, promoter stake considerations, and the challenges facing the media industry in the near term.
PVR Inox shares slide 6% in two days despite strong Q4 earnings. Do Motilal Oswal, Nuvama see any upside?
PVR INOX shares dipped despite a return to profitability in the March quarter, reporting a net profit of Rs 187 crore. Strong performance from blockbuster films supported earnings recovery, with revenue rising 26% year-on-year. Analysts remain divided, with some maintaining 'Buy' ratings and others a 'Neutral' stance, citing content pipeline and occupancy sensitivities.
Q4 Results LIVE Updates: UPL shares up 2% ahead of earnings; Swiggy declines nearly 5%
Q4 Results LIVE Updates: PSU Banks like Bank of Baroda, Bank of India, SBI, Canara Bank all will see stock reaction, along with names like Anant Raj, DB Corp, Nuvama Wealth, PVR Inox, Syrma SGS are some results for today. Watch this space for all the LIVE earnings updates.
Motilal Oswal bullish on BSE, Lenskart and cement stocks as AI, market share growth drive outlook
Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, said the brokerage remains positive on BSE Ltd. with a ₹4,400 target as cash market share gains and NSE’s expected listing could support growth. He also highlighted strong opportunities in AI-linked sectors such as power, cables and data centres, maintained a buy call on Lenskart with a ₹600 target, and named UltraTech Cement Ltd., JK Cement Ltd. and Dalmia Bharat Ltd. as preferred cement picks. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
HCLTech shares fall 11% to a 52-week low, marking their worst single-day return in 11 years
According to Nuvama, HCLTech's weak guidance for FY27 now converges its growth differential with TCS and Infosys, which is likely to lead to convergence of their valuations. The brokerage has cut growth estimates and revised its USD-INR assumption to 93 from 88 earlier.