Devangshu Datta

Despite short-term blip, Sun Pharma remains favourite among investors

According to Bloomberg, 30 of 41 analysts are bullish on Sun Pharma, while the remaining seven have a neutral rating and only 4 are bearish

Core acquisition adds to Metropolis Healthcare's long-term growth plans

Market share gains in the B2C portfolio are visible and Tier III+ markets are likely to contribute to the patient volume growth guidance

Aluminium seen as an outlier among metals; Hindalco better placed

The suspension of bauxite exports by Guinea in Oct'24 has tightened the alumina market

Oberoi Realty: On strong growth foundation with domination in luxury market

The retail segment continues to perform well and the hospitality segment remains buoyant, with travel momentum being sustained

FMCG major Dabur India's stock seems reasonably valued post correction

Dabur is expanding its premium portfolio and Total Addressable Market (TAM). The company estimates its existing portfolio, contributes less than 5 per cent of TAM

The chessboard whisperers: Mental coaches in demand after Gukesh's success

With Paddy Upton's client, Gukesh, proving spectacularly successful, chess prodigies from around the world will be in the market for mental coaches

OMC stocks seem attractive after earnings decline and correction

Resumption of more frequent revision in retail prices could be a driver. Policy risk appears low

Uncertainties around regularity & tax clarity hang heavy over life insurers

Adjustments to the new surrender regulations, uncertainties surrounding the Insurance Amendments Bill, and potential direct tax reforms in the upcoming Budget may pose short-term challenge

Varun Beverages' growth strategy could prove beneficial for investors

The VBL board approved the acquisition of SBC Tanzania for Rs 1,304 crore and SBC Beverages Ghana for Rs 127 crore

Sean Carroll's books decode the universe, blending physics with maths

Sean Carroll challenges the idea that math is not for everyone. In two volumes, he presents physics for amateurs with a touch of math that promises to become pop science classics

Tata Power consistently meets guidance, growth inspires confidence

Tata Power has consistently met guidance. Profitability till FY30 will be driven by RE, T&D, and hydro

Cracking the whip: Why Sebi is tightening rules for public issues of SMEs

SME IPO is a red-hot market segment. Many of these floats routinely see 100-time subscription and massive gains upon listing

Checkmating history: Gukesh aims to break chess record by beating Ding

The first world title match was held in 1886, with Austrian-American Wilhelm Steinitz beating the British-Polish Johannes Zukertort

Gloomy outlook for growth and inflation may dampen market sentiment

Since higher customs duties will result in the US suffering inflation, it's also possible the US Federal Reserve will review its stated policy of policy rate cuts

Tariff hikes, consolidation may lead to further gains for telecom players

Industry likely to benefit further as full gains from tariff hikes seen over next two quarters; consolidation may lead to further increases

Rising competition putting pressure on stocks of Avenue Supermarts

While the earlier QCom players offered a price advantage to DMart, Flipkart Minutes and Amazon Tez are slightly below DMart on price, while pushing QCom convenience

Better execution needed to justify valuation for NTPC Green Energy

If we project forward to FY28, NGEL's current portfolio of ongoing projects with 17GW will contribute fully to earnings, with around 55 per cent annual growth in operating profit over FY2024-28

Ultratech to Shriram Cement: Price hikes key trigger for cement majors

Ultratech Cement saw volumes up 3 per cent, while Shriram Cement was the top volume gainer at 9 per cent, with Dalmia Bharat up 8 per cent

Growth at risk if Donald Trump follows through on his stated agenda

The government intends to impose massive Customs duties on many goods. It's possible trade partners will retaliate with counter-duties, triggering a trade war

Lack of pricing power, competition to hit city gas distribution firms

Analysts are downgrading earnings projection and expect further cuts to APM allocations in the future