US Stock Reports, Quotes and News
Sameer Kaul from TrustPlutus Wealth highlights Quick Service Restaurants (QSR) as a dark horse sector, emphasizing the IT sector\’s challenging outlook. He discusses various market factors, including corporate earnings, FII flows, and Gen Z investing advice. Kaul says that given the surging monthly GST collections, we believe the earnings season will end on a positive note with no major hiccups.
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: \”In HDFC Bank\’s case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position.\”
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: \”In HDFC Bank\’s case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position.\”
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: \”In HDFC Bank\’s case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position.\”
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: \”In HDFC Bank\’s case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position.\”
IDFC First Bank, led by V Vaidyanathan, plans to raise capital in FY25 to support growth. The bank\’s strong market performance, deposit growth, and focus on loan quality position it for continued success in the financial sector. Vaidyanathan also says that he expects income to grow faster than and by a meaningful number and maybe by 400-500 basis points. That will open up the jaw of profitability.
Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: \”The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage.\”
Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: \”The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage.\”
Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: \”The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage.\”
Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: \”The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage.\”
Abneesh Roy discusses the impact of milk softness, margin expansion at Hatsun Agro, and cereal inflation in India. Despite global cost dependencies, strong pricing power persists amidst inflation concerns, offering a positive outlook for the future.
Rudramurthy advises on stock-specific trades, preferring Reliance and SBI. Suggests shorting Maruti and IndusInd Bank. Emphasizes shifting focus to largecaps for safety. Bullish on IT sector for future growth and stability.