Page 8 - Ram Prasad Sahu

Volume gains key for further rerating in Colgate-Palmolive India stock

Colgate-Palmolive (India) has been one of the top gainers in the consumer space since June 2023, enriching investors by 53 per cent in this period

BSE 200 scorecard: From IGL to Zee, reading the tea leaves from FPI move

Krishna Kant and Ram Prasad Sahu track the investments made by foreign portfolio investors in BSE 200 companies - a move that is seen as pivotal to the future of a stock on bourses

Demand woes, volume-margin trade-off likely to weigh on HUL stock

Competitive intensity to remain high, say brokerages as they take a cautious view

Asian Paints needs fresh coat as margin pressures build up in markets

As competition intensifies, brokerages turn pale on paint maker's stock

Growth in the discretionary segment key for Avenue Supermarts stock

Stable GMA share helped company report steady gross margins of 14.9% in Q3

Recovery in chemicals may be delayed until FY25, more downgrades ahead

Further downgrades on the cards as lukewarm demand may weigh on Q3 showing

Brokerages bullish on Sapphire Foods India amid muted outlook for QSR

While the company has a franchise for both KFC and Pizza Hut (PH), the street believes that the KFC business will do better than PH business in the near term

Polycab India's stock sees 21% rout on allegations of tax evasion

Company refutes allegations; stock may underperform in near term

Tata Motors rides high on Jaguar Land Rover volume, margin expectations

The main trigger for the stock is the volume trajectory for JLR. Its wholesale volumes in the December quarter, excluding China joint venture, grew 27 per cent over year ago quarter to 101,043 units

Muted Q3 sales, stock rally limit upsides in Godrej Consumer Products

The company remains optimistic about a gradual uptick in consumption trends over the next calendar year

Liquor stocks raise a toast to premiumisation trends, margin gains

Already outperformers in FY24, leading listed players may witness further uptick, say analysts

US pipeline to keep pharma major Lupin's revenues on healthy trajectory

The stock of pharma major Lupin is up 14 per cent over the last eight trading sessions and is trading at Rs 1,406 a share. The gains are on expectations that margins will improve

Gold to maintain upward trajectory in 2024, ended CY23 with 15% return

Yellow metal to maintain its impressive run in 2024 on the back of triggers such as the moderation in US economic growth, expectation of rate cuts this year and continued buying from central banks

Brokerages firms bullish on largecaps for better returns in 2024

The concern for most brokerages is valuations. Given the sharp rally in midcap and smallcap indices, investors are better off sticking with largecaps in 2024

Weak rural demand to delay Dabur's recovery; worst performer among peers

The slowdown in consumption was on account of higher food inflation that had impacted the home and personal care segment

Fresh capacity, investments may drive gains for Laurus Labs by FY25

Despite these cuts, the brokerage maintains a buy rating on the stock

Slew of launches, robust pipeline to drive growth for Godrej Properties

With inventory levels still declining, and pricing strong, developers are pushing for new launches in 3Q to capitalize on the demand, says Jefferies Research

Managing portfolio: Stay with winners or make bets laggards in 2024

The start of a new year is also a good time to make bets on stocks that have been laggards and could potentially see a turnaround in their fortunes next year

Tyre producers get a grip as raw material prices ease, demand recovers

Tread with caution: Any discount/price cut in the replacement market could offset margin gains

Blackstone transaction, improving outlook to support Embassy Office Parks

The world's largest alternative asset manager, through its investment companies, sold a 23.59 per cent stake in the company, leaving the Embassy group as the sole sponsor of the REIT