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CleanMax Gets Buy Call From Antique; 31% Upside Seen, AI, Data Centre Demand In Focus
positive
NDTV Profit 9d ago

CleanMax Gets Buy Call From Antique; 31% Upside Seen, AI, Data Centre Demand In Focus

One of the key investment drivers, according to Antique, is the rapid rise in data centre and AI-related demand.

BFINVESTCLEANMAXFOCUSConsumer DurablesFinancial Services
EPACK Durable gets Andhra Pradesh nod for Rs 1,084 crore investment under Electronics Manufacturing Policy 4.0
positive
ET Markets - Industry 10d ago

EPACK Durable gets Andhra Pradesh nod for Rs 1,084 crore investment under Electronics Manufacturing Policy 4.0

EPACK Durable and its subsidiary will invest over Rs 1,000 crore in Andhra Pradesh to boost manufacturing of air conditioners, washing machines, and other appliances. The state government has approved a special incentive package, including land allotment and capital subsidies, to support this expansion. This move is expected to create approximately 1,600 jobs and significantly enhance the company's production capabilities.

3PLANDAKCAPITBFINVESTCPCAPEPACKLGEINDIAConsumer DurablesFinancial Services
NEWS
positive
Business Standard - Markets 10d ago

EPACK Durable rises after receiving Govt approval for Rs 1,084.31 crore investment proposal

EPACK Durable added 3.94% to Rs 241.65 after the company received approval from the Government of Andhra Pradesh for a tailor-made incentive package under the Mega Category of the Andhra Pradesh Electronics Manufacturing Policy (4.0).

BFINVESTEPACKLGEINDIAConsumer DurablesFinancial Services
The AI boom won't burst all at once. It will pop in 'rolling bubbles': Macquarie
positive
ET Markets - Stocks 12d ago

The AI boom won't burst all at once. It will pop in 'rolling bubbles': Macquarie

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time. Global AI investment has surged to about $850 billion in 2026, far exceeding historical technology booms.

ALLETECALLTIMEBFINVESTGLOBALConsumer DurablesConsumer Services
Why Rakesh Jhunjhunwala bought Titan shares when everyone else was selling? Raamdeo Agrawal explains
positive
ET Markets - Stocks 15d ago

Why Rakesh Jhunjhunwala bought Titan shares when everyone else was selling? Raamdeo Agrawal explains

Raamdeo Agrawal recalls Rakesh Jhunjhunwala’s exceptional ability to spot undervalued stocks and build long-term wealth, highlighting his famous Titan investment as a defining example. Despite early setbacks in the company, Jhunjhunwala accumulated shares at low prices and held them through its transformation into a major jewellery business, creating massive wealth over two decades.

BFINVESTLTGILTBEESTITANWEALTHConsumer DurablesFinancial Services
Up over 100% since March! Multibagger small-cap stock to be in focus on Monday; here’s why
positive
LiveMint - Markets 16d ago

Up over 100% since March! Multibagger small-cap stock to be in focus on Monday; here’s why

Standard Engineering plans to acquire a 51% stake in GScale Energy for ₹190 crore, marking its entry into AI data-centre infrastructure. The investment is part of a ₹500 crore program focusing on growth and capacity expansion in this emerging market.

BFINVESTENERGYFOCUSGKENERGYHGINFRAKPELMBELSETLSILCapital GoodsConstruction
Stocks in news: LIC, IRFC, Cummins India, Tata Motors PV, ONGC
positive
ET Markets - Stocks 16d ago

Stocks in news: LIC, IRFC, Cummins India, Tata Motors PV, ONGC

Indian markets surged on Wednesday, recovering previous day's losses, with banking stocks leading the charge from a strong support zone, signaling a robust uptrend. Key companies like LIC, IRFC, Cummins India, Tata Motors PV, and ONGC are in focus. IRFC's government offer saw strong institutional demand, while Tata Motors plans significant investment in capacity expansion. ONGC is exploring stake acquisition in Venezuela, and LIC's CFO has resigned.

BFINVESTCUMMINSINDFOCUSIRFCONGCTATAINVESTTATATECHTMCVTMPVAutomobile and Auto ComponentsCapital Goods
India Weighs Return To Iranian Oil As Ministers Prepare For Crucial Talks — Profit Exclusive
positive
NDTV Profit 17d ago

India Weighs Return To Iranian Oil As Ministers Prepare For Crucial Talks — Profit Exclusive

The discussions are expected to focus on cooperation across the oil and gas sector, including crude supplies, investment opportunities and broader energy ties between the two countries.

BFINVESTENERGYFOCUSGKENERGYKPELOILOILIETFONGCVOGLConstructionConsumer Durables
Nisus Finance to raise up to Rs 4,000 crore through a real assets investment platform
positive
ET Markets - Industry 17d ago

Nisus Finance to raise up to Rs 4,000 crore through a real assets investment platform

Nisus Finance is launching a real assets platform to raise up to Rs 4,000 crore, targeting yield-generating and value-accretive real estate opportunities across India. The platform will attract domestic and UAE-based investors, including family offices and ultra-high-net-worth individuals. A key vehicle, the Nisus Yield and Asset Multiplier Fund (NiYAM), will focus on structured credit and equity enhancement for projects like plotted developments and redevelopment.

ABRELALPHAETFAPTUSBANKETFBANKPSUBFINVESTBFSICHOLAFINDEFENCEDIVIDENDENERGYEQUAL200EQUAL50ESGFOCUSGOLDETFGSEC10YEARHDFCVALUEHEALTHCAREINTERNETITETFJPOLYINVSTLIQUIDLIQUIDPLUSLOWVOLLTFMAFANGMAHKTECHMAKEINDIAMASPTOP50METALMIDCAPETFMOVALUEMULTICAPNEXT50NIFTYETFRPPINFRASELECTIPOSENSEXETFSILVERAGSMALL250TOP20TRELVAL30IETFVALUEVALUEAXISConstructionConsumer Durables
DMart Shares in Focus: Geojit Bullish on Store Rollout Strategy — Check Target Price
positive
NDTV Profit 17d ago

DMart Shares in Focus: Geojit Bullish on Store Rollout Strategy — Check Target Price

DMart's investment case continues to rest on a long, visible runway for store-led growth, underpinned by consistent execution, according to Geojit.

BFINVESTDMARTFOCUSConsumer DurablesConsumer Services
LG Electronics remains Chola Securities' top pick in the consumer durables space
positive
CNBC TV18 - Markets 19d ago

LG Electronics remains Chola Securities' top pick in the consumer durables space

Dharmesh Kant, Head of Research at Chola Securities, believes Reliance Jio's upcoming IPO is fairly valued and could deliver 20-25% listing gains as investors assign a premium to emerging businesses such as AI, data centres and satellite services. He expects these segments to contribute more than half of Jio's revenue over the next decade. Kant is positive on consumer durables and LG Electronics, remains cautious on IT stocks beyond short-term trading opportunities, and sees limited structural upside in paint companies despite improving margins. 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.

BFINVESTCONSUMERJAROLGEINDIAPREMIUMRELIANCERELINFRAAutomobile and Auto ComponentsConsumer Durables
Motilal Oswal prefers Amber and Dixon, stays cautious on Bata
positive
CNBC TV18 - Markets 22d ago

Motilal Oswal prefers Amber and Dixon, stays cautious on Bata

Siddhartha Khemka, Head of Research, Wealth Management, Motilal Oswal Financial Services, remains cautious on Bata despite the appointment of a new CEO, citing market share losses and valuation concerns. He is positive on Amber Enterprises due to its Oppo manufacturing partnership and expects mobile operations to contribute meaningfully from FY28-FY29. He also sees upside in Dixon Technologies driven by the proposed Vivo joint venture. For Reliance Industries, easing inflation, strength in oil-to-chemicals and updates from the AGM remain key factors for investors. 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.

AMBERBATAINDIABFINVESTDIXONJAROJGCHEMJMFINANCILMOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUENUVAMAOILRELIANCERELINFRAVIVOWEALTHChemicalsConsumer Durables