Tag: stocks

Top Indian fund bullish on telecom stocks amid tariff hike bet

 stock analyst  04/29/2024  0 Comments on Top Indian fund bullish on telecom stocks amid tariff hike bet

Mukesh Ambani’s Jio disrupted the market in 2016 with cheap 4G data services, sparking a price war that reshaped the sector into a near-duopoly dominated by Jio and Bharti. Average revenue per user plunged, burdening telecom operators with massive debts.

BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

 stock analyst  04/26/2024  0 Comments on BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

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.\”

Cement prices to be a little bit weak near term & cement companies to have lower profitability: Rakesh Arora

 stock analyst  04/26/2024  0 Comments on Cement prices to be a little bit weak near term & cement companies to have lower profitability: Rakesh Arora

Rakesh Arora discusses the impact of market share competition on cement prices despite good demand. Strategic acquisitions during low prices can lead to cheap valuations. The industry sees consolidation with big players like UltraTech and Adanis competing.

BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

 stock analyst  04/26/2024  0 Comments on BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

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.\”

BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

 stock analyst  04/26/2024  0 Comments on BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

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.\”

BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

 stock analyst  04/26/2024  0 Comments on BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

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.\”

What are CA Rudramurthy BV’s 2 long & 2 short calls for traders now?

 stock analyst  04/26/2024  0 Comments on What are CA Rudramurthy BV’s 2 long & 2 short calls for traders now?

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.

Rahul Sharma’s has 2 PSU bets for the May series. Here\’s why

 stock analyst  04/25/2024  0 Comments on Rahul Sharma’s has 2 PSU bets for the May series. Here\’s why

Rahul Sharma advises on bullish prospects for Bank of Baroda and Power Finance Corporation in the PSU space, expecting significant upward movements. He remains positive on the market sentiment, especially towards the Nifty index, with historical data supporting the analysis.

Rahul Sharma’s has 2 PSU bets for the May series. Here\’s why

 stock analyst  04/25/2024  0 Comments on Rahul Sharma’s has 2 PSU bets for the May series. Here\’s why

Rahul Sharma advises on bullish prospects for Bank of Baroda and Power Finance Corporation in the PSU space, expecting significant upward movements. He remains positive on the market sentiment, especially towards the Nifty index, with historical data supporting the analysis.

Rahul Sharma’s has 2 PSU bets for the May series. Here\’s why

 stock analyst  04/25/2024  0 Comments on Rahul Sharma’s has 2 PSU bets for the May series. Here\’s why

Rahul Sharma advises on bullish prospects for Bank of Baroda and Power Finance Corporation in the PSU space, expecting significant upward movements. He remains positive on the market sentiment, especially towards the Nifty index, with historical data supporting the analysis.

Rahul Sharma’s has 2 PSU bets for the May series. Here\’s why

 stock analyst  04/25/2024  0 Comments on Rahul Sharma’s has 2 PSU bets for the May series. Here\’s why

Rahul Sharma advises on bullish prospects for Bank of Baroda and Power Finance Corporation in the PSU space, expecting significant upward movements. He remains positive on the market sentiment, especially towards the Nifty index, with historical data supporting the analysis.

Is metals a tactical trade? How to play the real estate theme? Hemang Jani answers

 stock analyst  04/25/2024  0 Comments on Is metals a tactical trade? How to play the real estate theme? Hemang Jani answers

Hemang Jani discusses the metal sector\’s potential for a 10-15% move, Vodafone FPO\’s impact on the telecom sector, and the positive outlook on real estate stocks like Macrotech and Oberoi amidst strong performance in the realty pack.