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Baroda BNP Paribas MF sees easing crude boosting rate-sensitive stocks, chemicals
Baroda BNP Paribas Mutual Fund Senior Fund Manager Jitendra Sriram said softer crude prices could improve sentiment for India and support interest rate-sensitive sectors. He believes refining, oil marketing and select specialty chemical companies may benefit if West Asia tensions ease. Sriram also cautioned that higher raw material and logistics costs may pressure corporate earnings over the next few quarters despite resilient recent results. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Coal India among 10 companies offering dividend yield of up to 11%. Check list here
SBI Securities' Dividend Yield Monitor highlights companies consistently rewarding shareholders. Allcargo Logistics leads with an 11.4% yield, followed by Premco Global at 10.5%. The report identifies ten companies, including Coal India, offering attractive dividend yields for income-focused investors.
JM Financial stays bullish on L&T; sees buying opportunity on dips
Priyankar Biswas, Industrials and Logistics Research Analyst at JM Financial Institutional Securities, believes the market could react negatively in the short term as analysts revise their models, but he remains constructive on the stock from a medium- to long-term perspective.
BlackRock-backed GIP mulls IPOs for Pristine, Ascend at $500 mn valuations
BlackRock's Global Infrastructure Partners is exploring IPOs for Pristine Logistics and Ascend Telecom in India. The listing effort reflects both GIP's exit strategy following BlackRock's acquisition and India's accelerating infrastructure investment cycle.
Govt approves ₹23,437 crore railway expansion across 6 states
The Union Cabinet has approved three major railway projects costing over ₹23,000 crore. These projects will add nearly 900 km to the Indian Railways network. They aim to reduce traffic congestion and boost capacity. This will improve connectivity across several states. The enhancements will also support the transport of essential goods and reduce logistics costs.
Earnings likely to improve, but rising oil could hurt in short term: SBI Securities
Sunny Agarwal, Head of Fundamental Research, Retail Desk at SBI Securities, expects double-digit earnings recovery over FY27–28, despite near-term risks from crude-led margin pressure in Q1. He sees mid- and small-cap opportunities in hospitality, capital markets, and select banks, with improving return ratios. He also flags recovery in building materials and consumer staples, while infra push and regional growth could support sectors like cement and logistics.
Amazon logistics push rattles Delhivery, stock drops over 4%
Delhivery shares fell over 4% following Amazon's introduction of its bundled logistics service, ASCS. This move signals intensified competition in the logistics sector, causing significant declines in stock prices of other logistics companies such as FedEx and UPS.
Amazon Takes Its Logistics Network Public — But Can It Replicate AWS-Style Disruption?
ASCS is less a sudden pivot and more the formalisation of a trend already underway — Amazon quietly expanding logistics services beyond its own ecosystem over the past few years.
Explained - What led to the 4% drop in Delhivery shares on Tuesday
As a result of this announcement by Amazon, shares of logistics and parcel services tumbled on Wall Street overnight. Shares of FedEx were down 9% in what turned out to be the worst single-day fall for the stock in a year, while those of rival UPS also fell over 10%.
One move from Amazon takes logistics stocks lower on Wall Street by up to 24%
Last year, Amazon delivered more than a quarter of the 23.9 billion parcels shipped in the US, while FedEx and UPS combined moved around a third, according to industry data provider ShipMatrix.
Delek Logistics prices $800 million senior notes offering By Investing.com - Investing.com India
Delek Logistics prices $800 million senior notes offering By Investing.comInvesting.com India
Ambuja Cements Q4 Results: Cons profit surges 78% YoY to Rs 1,830 crore; revenue rises 10%
Ambuja Cements Q4 results: Ambuja Cements reported a strong Q4FY26 performance with net profit rising 78% YoY to Rs 1,830 crore and revenue up 10% to its highest-ever quarterly level. The company posted record sales volumes, improved margins, and remained debt-free, even as cost pressures from fuel, logistics and currency depreciation persisted.