Page 11 - Devangshu Datta

Tata Communications: Q4 disappoints, but scope for signals to improve

The acquired businesses' revenue grew 4 per cent QoQ to Rs 950 crore

The Gaza model of AI

The Gaza model, if one can call it that, will be studied with care and attention to detail by all sorts of agencies as well as military strategists

Good Q4, commentary perk up ICICI Lombard General Insurance stock

Investment yields could be around 8.1 per cent in FY25 rising to 8.5 per cent in FY26

AMCs likely to report strong gains in Q4FY24 on back of AUM growth

The share prices of listed asset management companies have outperformed the benchmark Sensex and analysts remain positive on the sector

Oil & gas stocks: Investors must brace for negative impact in Q1 FY25

Higher crude and gas prices would be negative for the margins of oil marketing companies such as HPCL, BPCL and IOC

New orders point to further gains for Hindustan Aeronautics stock

HAL is the primary supplier of India's military aircraft, helicopters, engines, avionics and accessories and the main provider of maintenance for defence aerospace

Tata Motors: Positives fully priced in, analysts still upgrading the stock

Company expects to improve EV penetration and expand margins in CV segment

Hopes of the commodity upcycle seem priced in for Vedanta stock

The group derives 38 per cent of its EBITDA from aluminium, 41 per cent of EBITDA from zinc and 14 per cent from oil

Iron ore price recovery, steady demand positive for state owned NMDC

NMDC planned capex of Rs 1,750-1,800 crore for FY24 and Rs 2,000-2,100 crore for FY25

Weak demand environment to delay recovery in quick-service restaurants

While competition is intense, growth has seen non-vegetarian options starting to outpace vegetarian. KFC, for example, has an 85 per cent contribution from non-vegetarian

Behind the glitter: Why is gold going up in value, how should you invest?

It is not an interest-bearing asset and has precious little industrial use

Titan, Kalyan Jewellers' Q4 business updates point to bright prospects

Titan added 29 new stores (Tanishq 11 new stores and Mia 18) with 27 in India and one each in Dubai and Chicago, plus 44 new W&W stores

Colgate's outperformance depends on volume recovery, premiumisation

The stock has risen by around 36 per cent in the last six months

BJP has an ambitious target

To go to 370, it would have to cross 45 per cent of the vote share. The aggregated National Democratic Alliance won 45 per cent of the vote in 2019, and 353 seats

Higher cash flows and moderate valuations to support Coal India stock

In FY24, CIL dispatched 618.5 MT (up 5.4 per cent Y-o-Y) to the power sector (vs committed volume of 610 MT). The power sector thus accounted for 82 per cent of total dispatches

Large domestic order book, exports growth key drivers for defence stocks

India is world's second-largest importer of defence equipment with 9% of global arms imports

Order pick up to sustain growth momentum for engineering major L&T

L&T's 9MFY24 saw a 65% surge in orders to Rs 1.8 trn propelled by international inflows, while domestic orders dipped by 11%

Growth expectations and better margins drive gains in hotel stocks

Industry earnings and growth/recovery rates have consistently surpassed market expectations over the past six quarters

Improving hiring expectations, investment gains positive for Info Edge

Naukri continues to be the market leader among recruitment portals with a database of over 95 million and a 70 per cent traffic market share in the segment

Capacity expansion to drive margins for Jindal Steel & Power stock

JSPL projects a capex allocation ranging between Rs 7,500-10,000 crore annually for the next three-year period