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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.
BSE shares in focus after Q4 driven by derivatives boom, transaction revenue surges
In the cash market segment, BSE's market share has improved to 7-8% from 5-6%, with management targeting double-digit market share over time.
Is Tim Cook a better CEO than the legendary Steve Jobs? Aswath Damodaran shares his argument for Apple investors
Valuation expert Aswath Damodaran highlights Tim Cook's significant role in Apple's financial growth. Cook's tenure is seen as a masterclass in corporate restraint. He oversaw aggressive cash returns and cautious expansion. This approach contrasts with Steve Jobs' disruptive vision. Damodaran believes Cook's discipline is a valuable, often overlooked, management quality.
SpiceJet denies cash issues caused recent flight disruptions
SpiceJet addresses financial stress concerns after disruptions, says operations remain stable, but phased salaries, low on-time performance and cash management measures point to underlying pressure.
Sun Pharma a trading play on dips, banks may face difficult June quarter: Dharmesh Kant
Dharmesh Kant, Head of Research at Chola Securities, said Sun Pharma’s all-cash acquisition of Organon could improve return ratios and support valuations, but may bring overall revenue growth down to single digits. He sees a trading opportunity in Sun Pharma on price dips. On banking, he said Q1 could be difficult as provisioning picks up, which may weigh on profitability even as asset quality and margins remain stable. 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.
Helios MF’s Dinshaw Irani says India looks oversold, stays cautious on IT stocks
Helios Mutual Fund CEO Dinshaw Irani said the fund has been actively deploying cash as Indian equities appear oversold after recent underperformance. He noted that consumption trends remain resilient for now, though prolonged global uncertainty could weigh on demand over the next few quarters. Irani remains cautious on the IT sector, warning that AI-led disruption, weaker growth expectations and margin pressures could keep valuations under strain despite recent corrections. 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.
Parag Parikh buys 3.65% in this cash management company. Betting on a dip or a structural winner?
A consolidating sector, rising market share, but weakening profitability: Parag Parikh's bet in CMS signals conviction, but is it on a temporary dip or a deeper structural opportunity?
These are the stocks and sectors that Mutual Funds bet on in February
Cash levels for India's mutual funds as a percentage of the overall Assets Under Management remained nearly the same in February, compared to the month of January, as per a recent analysis from brokerage firm JM Financial.
PL Capital's top sectoral picks include defence, capital goods, power, and pharma
Amisha Vora, Chairperson and MD of PL Capital, cautioned that consumption could face pressure and that IT may remain a cash-generating sector, but with slower growth and margins. Vora also warned that gas supply disruptions could impact production chains, MSMEs and jobs, while pushing inflation and bond yields higher. 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.
CleanMax sees strong renewable demand from corporates, AI firms
CleanMax plans to commission nearly 3 GW of new capacity over the next two years. Management said long-term PPAs help maintain predictable pricing and stable cash flows.