Jio's growth could lift Reliance, but retail and oil businesses still lag: Pankaj Pandey
Pankaj Pandey highlights that the paint industry is yet to bottom out due to margin pressures and competitive pricing, despite crude price declines. In consumption, themes like hotels and hospitals, and MNC pharma stocks are favored. Caution is urged in aggressive buying, particularly in Reliance and other volatile sectors.
Saudi Aramco weighs bid for BP’s Castrol lubricant assets, with special interest in $2.5 bn India arm
Saudi Aramco is considering bidding for BP’s Castrol lubricant assets, which could be worth around $10 billion. This acquisition would align with Aramco's strategy to expand in fast-growing markets like India and Southeast Asia, enhancing its position in the global energy value chain.
In the short term, market sentiment is governed by how and why stock prices move. When the prices are rising, you will hear 20 explanations for why it is doing so. Similarly, there will be 22 explanations for why they are falling. But, as always, in the long term, it is earnings and valuations which matter to the street. So, look at how companies performed in Q3. Also, the commentary that accompanied the results. What was said and why are equally important at this point of time. In fact, the street will now be looking ahead to Q4. Check out how honest managements are about the real business conditions.
BP shifts course, boosting fossil fuel investments and cutting renewables
BP said on Wednesday it would increase annual oil and gas investment to $10 billion, returning the focus to fossil fuel, as part of CEO Murray Auchincloss' efforts to boost returns and improve financial performance.
HPCL continues to be the top choice among oil marketing companies (OMCs), with expected marketing margins of Rs 3.3/liter for both MS and HSD in FY26/FY27, down from the current Rs 9.1/liter for MS and Rs 6.6/liter for HSD. Key growth drivers for the stock include the demerger and possible listing of its lubricant business.
The ongoing bearishness is exposing cracks in the stock market that the bulls had papered over with liquidity. This phase is thus a stress test not just for your investments, but also your decision-making abilities and comfort with risk. Most of us take maximum risk when it is time to avoid it; and sit back when it is time to increase it. Consider: Which is the better time to buy? September 2024, or today? Logically, today, because prices are down and valuations have cooled a bit. But as fear has taken over, it is extremely difficult to make a distinction between stock prices and the underlying businesses.
India's ports sector set for major growth with 500-550 MTPA capacity expansion annually by FY2028
India's ports sector is expected to add 500-550 MTPA of capacity annually between FY2023 and FY2028, driven by POL, coal, and containerized cargo. Major ports handled 819 MMT of cargo in FY24. The sector's infrastructure includes 13 major and 205 non-major ports, strategically positioned to enhance India's dominance in global maritime trade.
Tesla job openings: What are the jobs, eligibility criteria, locations, how to apply and more
Elon Musk's Tesla Inc. is set to commence operations in India, beginning with hiring for various roles. The company has listed multiple positions, including customer-facing and back-end jobs, on its LinkedIn page shortly after Musk's meeting with Prime Minister Narendra Modi. The majority of these positions, such as sales advisors and service technicians, are based in Mumbai.
Slower, but bigger; more stable transformation and re-rating? 7 energy stocks which can give more than 21% returns in 1 year
How many investors read annual reports before investing in a company? Very few. And that is why they tend to miss the big picture. Just go through the recent annual reports of energy sector companies and you will find that these firms have been working on changing the mix of sales to stay relevant. And, in some cases, to stay ahead of the curve. This is because, for some of them at least, the transformation to clean energy was an existential threat. But there is another side to the story. These companies are the only ones which have the ability to change because of the sheer size of their balance sheets as well as their track record in putting together large projects.
From being the most loved segment of the market, mid-caps are today under fire from all sides. Switch on a business channel and you will hear 10 reasons why mid-caps are under pressure. And why they are likely to continue facing the music. The fact is that, if there is a recovery for three consecutive days, you will hear exactly the opposite of what is being said today. This is not to say that valuations in the mid-cap segment were not high and required a correction. But it is time to look at each stock and business separately and think medium- to long-term rather than wondering what is going to happen to the Nifty on an every-day basis.
Market Trading Guide: Gulf Oil Lubricants, Infosys are stock recommendations for Thursday
European shares flat at the open
European shares were largely flat on Wednesday as gains in miner Antofagasta after a rating upgrade were countered by losses in real estate stocks.
Do you think rationality goes out of the window only when the bulls are rampant and stocks of bankrupt companies quote at valuations of over half-a-billion dollars? Think again. In bearish phases like the one we are witnessing today, the same thing happens. Stocks get punished for no logical reason. Consider what the street did to pharma stocks last week just because it heard the words “reciprocal tax”. It feared the US would impose reciprocal tariff on pharma products, little realising that our pharma exports are at the core of keeping healthcare costs low in the US. No administration would want to push costs higher. In extreme times, stock prices make us believe street narratives and ignore reality.
In retail, look beyond Trent; without bias, but closely: 8 stocks from retail sector, 6 with upside potential of 20 to 47%
It might be a coincidence, but it offers a major investing lesson. Two companies got into the retail business at about the same time. Some 27 years later, in July 2024, NCLT admitted India’s retail pioneer, Future Retail Limited, for liquidation. Just two months later, on September 27, 2024, Trent Limited entered the Nifty. Now, this could be another coincidence, but on that day the Nifty touched its all-time high. The Nifty and the broader market are still to recover from the correction that began soon after. So why look at retailers at this point? Because a pure retailer entered the Nifty but has not performed in line with expectations? Not really. But with Budget 2025 putting more money in the hands of consumers, it is time to look at every segment to which this additional money may flow.
In India, traffic rules are more like guidelines...until they’re not
In India, road users often flout traffic rules, treating dividers and regulations as mere suggestions and shortcuts. This civic indiscipline extends to other public spaces, where orderly behavior is uncommon. The prevalence of casual rule-breaking leads to societal disorder, and although the government shares some blame, the public's attitude is a significant factor.
For Valentine's Day, quick commerce lets you press all the right buttons
One of the platforms has a “feel the intimacy” page under its Valentine’s Week section that offers to deliver— within 10 minutes—‘sensual picks to set the mood’, ranging from smell, taste, touch, sight and sound, powered by brands such as Reckitt Benckiser’s Durex condoms and Lindt chocolates.
MRF shares to trade ex-dividend on Friday. Do you own?
MRF Ltd has set February 14 as the record date to identify shareholders eligible for a second interim dividend of Rs 3 per share. Investors need to buy shares by today to qualify. Other companies like Alkem Laboratories, Apollo Hospitals, and Cummins India also announced dividends, with payments taking place after February 25.
Positive Breakout: These 6 stocks close cross above their 200 DMA
There is a difference between a large-cap stock and a large runway for business. Just to put in context: When you buy Larsen & Toubro (LT), you own a part of the best engineering and technical minds of this country. But will the infrastructure, construction and engineering business grow at the same pace every year? The answer is, no. But will it grow in the long term? The answer is, yes. Owning LT is, thus, probably the best thing to do in the long term. But you have to live with phases of underperformance. So, learn to ignore the noise about a stock’s price and focus on the business which you will own when you buy it. Focus on owning a part of good business, rather than what the Nifty and Sensex are doing every day.
Men’s sexual health brand Bold Care raises $5 million
The funding came from Nithin Kamath’s Rainmatter, Mithun and Siddhartha Sacheti, founders of CaratLane, Dhanani family of Sayaji Hotels, AVT Group along with Gruhas Collective Consumer Fund, and NB Ventures. The funds will be used to bolster R&D, scale digital presence, and develop sexual health solutions for men and women.
Do dividend yields (DV) now justify buying PSU stocks? 5 stocks with an upside potential of up to 25% and DV of 5-10%
From being the most sorted set of stocks in the first half of 2024, PSU stocks are again being relegated to the bad books of the street. This trend of shunning PSU stocks received a boost with the government capping its infra spending at pretty much the same limit in Budget 2025. After a phase of correction and underperformance, some PSU stocks have, however, reached a stage where dividend yield is good enough reason to hold them. Yes, the path of capital appreciation may still not be as clear, but the dividend yield is good enough to have them on your radar as there are some institutional investors who make decisions based on dividend yield and might turn buyers.
44 smallcaps see double-digit gain in rare consolidation week amid correction. Is it a sign of reversal?
Indian equity markets remained resilient despite global tariff concerns and Budget impact. The BSE Smallcap Index gained 0.4%, with 44 stocks surging in double digits. Midcaps and Sensex stocks also posted notable gains, while markets remained in consolidation amid key economic triggers.
ITC among 39 stocks nearing ex-dates for dividends, bonus, splits next week. Do you own any?
Stocks like ITC and Cochin Shipyard will be noteworthy next week as they near record dates for corporate actions such as dividends, bonus shares, and stock splits. Shareholders need to hold shares in their demat accounts by the record date to qualify for these benefits according to upcoming ex-dates.
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