COKING COAL PRICES IMPACT
Top Nifty50 stocks analysts suggest buying in this volatile week
Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
India's $80 billion coal-power boom is running short of water
Solapur faces increasing water scarcity exacerbated by a coal-fired power plant, highlighting a national dilemma. India plans significant investment in water-intensive coal plants in dry regions to meet energy demands, potentially intensifying conflicts over limited water resources. Chandrapur also struggles with water shortages, impacting residents and power generation, despite plans for expansion.
Are they set for another round of re-rating? 7 power stocks from different segments with an upside potential of 11 to 52%
The power sector continues to see strong policy focus. It has also seen an improvement in its operating matrix. However, given the diverse nature of companies in the sector, one needs to make a distinction between segments. Also, a transition (a move towards clean energy) is underway. Now, for a thermal energy-focused company, moving to clean energy would mean deploying huge capex. But for a power transmission company, there’s no extra capex. With many companies continuing to improve their balance sheets, have we reached a stage where even weaker players will see a re-rating?
A bridge too far for Jammu? New rail link lifts Kashmir, leaves traders worried about business
The newly launched rail connectivity to Kashmir is being celebrated for its potential to boost tourism and trade, streamlining transport and energizing the local economy. However, traders in Jammu are concerned about potential business losses due to travelers bypassing their region. They are urging the government to address the economic impact and safeguard local interests with dedicated policies.
Ambuja, Ultratech top cement bets as long-term tailwinds emerge, says Nomura
Nomura favors Ambuja and Ultratech Cement due to improving spreads, rising demand, and easing fuel costs. Large caps with sustainable cost-saving measures are well-positioned for earnings growth. Despite price discipline concerns, volume growth is strong. Nomura advises reducing Dalmia Bharat, ACC, and Nuvoco due to margin weaknesses.
Coal scam: Delhi court acquits ex-coal Secretary HC Gupta, others
A Delhi court acquitted former Coal Ministry officials in a case concerning irregularities in the allocation of the Mahuagarhi coal block to M/s Jas Infrastructure Capital Pvt Ltd (JICPL). However, JICPL and its director, Manoj Kumar Jayaswal, were convicted of cheating and criminal conspiracy. The CBI successfully proved the case, marking the 19th conviction in coal scam cases.
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Gold prices rise to Rs 98,260/10g, silver hits Rs 1.05 lakh/kg. Analysts predict more upside
Gold prices climbed to Rs 98,260 per 10 grams on the MCX, gaining Rs 2,450 this week, while silver hit an all-time high of Rs 1,05,456/kg. Analysts expect further upside as weak U.S. data and geopolitical tensions support safe-haven demand. Focus now shifts to U.S. payroll data. Experts see gold trading between Rs 97,000–Rs 99,500 and silver between Rs 1,02,750–Rs 1,06,750.
China and India lead modest revival in Asia thermal coal imports
Thermal coal imports in Asia show signs of recovery. Lower prices attract major buyers like China and India. China's Australian coal imports rise recently. India's imports increase from Indonesia and Russia. Russian coal becomes competitive. Overall, declining prices may increase demand. Sustained low prices are crucial for continued importer interest. The market watches closely for further developments.
Stocks in news: SpiceJet, JSW Energy, Bajaj Finserv, IREDA, Coal India
Indian stock markets are showing signs of recovery. SpiceJet is dealing with an insolvency tribunal matter. JSW Energy has commissioned a renewable energy project. Dr Reddy’s collaborates with Alvotech for a biosimilar drug. ICICI Prudential Life disbursed loans. IREDA launched a qualified institutional placement. Coal India signed an MoU. Bajaj Finserv promoters may sell stake.
Government to discontinue Bharat brand products as food prices stabilise
The government has discontinued the Bharat brand products, including subsidized wheat, rice, and pulses, due to stabilized prices and decreased food inflation. Increased domestic production of rice, wheat, maize, and pulses, coupled with a favorable monsoon forecast, has led to this decision. The Bharat brand may be reintroduced if prices rise again in the future.
API prices fall sharply, easing pressure on India's pharmaceutical industry
India's pharmaceutical industry is experiencing relief as active pharmaceutical ingredient (API) prices plummet due to overcapacity and aggressive pricing strategies from Chinese suppliers. Increased domestic API production, driven by government incentives and reduced raw material costs, further contribute to the decline. This trend is expected to continue, boosting profit margins for Indian pharma companies.
Rising uncertainty over trade wars and de-dollarisation are pushing up global demand for gold — its supply is limited: Campbell R. Harvey
Campbell R. Harvey explains gold's enduring value, citing its historical stability from ancient times to today. He notes that the financialization of gold through ETFs and geopolitical factors like de-dollarization influence its price. While volatile in the short term, gold serves as a long-term store of value and a potential hedge against stock market downturns, offering portfolio diversification.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.
Coal India’s eco-friendly transport rises 34% to 102.5 MT in FY25
Coal India Limited reports a significant increase in eco-friendly coal transport. It grew 34% to 102.5 million tonnes in fiscal year 2025. This is facilitated by 20 First Mile Connectivity projects. CIL plans to commission 19 more FMC projects by fiscal year 2026. These initiatives aim for automated, eco-friendly coal evacuation.
India coal power output drops 9.5% in May at fastest pace in five years
India's coal-fired electricity generation experienced a significant 9.5% drop in May, marking the fastest decline in five years, driven by decreased power demand and a surge in renewable energy output to a record high. Consequently, natural gas-fired power generation also plummeted, while the share of coal in the power mix reached its lowest level since June 2022.
Clean energy investment rising despite economic uncertainty: IEA
Global investment in clean energy technologies is projected to reach a record high this year, surpassing fossil fuel investments, which are expected to decline. This surge is driven by energy security concerns and rising electricity demand, including from AI and data centers.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.
ONGC's downstream gains to cushion impact of lower oil prices: S&P Global Ratings
S&P Global Ratings anticipates ONGC's earnings to remain stable in fiscal 2026, with refining and marketing gains offsetting upstream losses from lower oil prices. Improved margins at HPCL and rising gas prices will support profitability. The company is expected to generate sufficient free cash flow to strengthen its balance sheet, despite reduced capital spending and shareholder returns.
Fizz meets feeling in the cola choice Gen Z is making
Coca-Cola is currently winning the hearts of India's Gen Z, surpassing Pepsi in emotional connection, according to the ET Snapchat Gen Z Index. The study highlights Coca-Cola's success in building trust, excitement, and brand love among young consumers. While both brands have visibility, Coca-Cola's authentic and emotionally resonant messaging gives it an edge in fostering loyalty with this generation.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 45% in 1 year
Up one day and down the next, but there is more to the movement of the Nifty and Sensex than is obvious. From bearish, the markets are now in stock-specific mode, usually the first step to restarting a rally. Just look at how the street reacted to the better-than-expected results of large-cap companies. The shares soared, a bullish indication. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Crypto Prices Today: Bitcoin tops $105,000 as market eyes Fed signals and institutional flows
Bitcoin topped $105,000 on Monday, rebounding from weekend lows amid institutional buying and macro-driven optimism. Market focus is now on Fed signals and key resistance levels. While Ethereum slipped, altcoins saw modest gains. Experts see Bitcoin consolidating with upside potential, despite ETF outflows and recent volatility. Forecasts hint at long-term targets near $180,000–$250,000 by year-end.
Stocks in news: Apollo Hospitals, IndiGo, Tata Motors, BPCL, Vodafone Idea
Several companies are in the spotlight. Indigo's damp-leased aircraft extension aids operations. Tata Motors' sales declined, while TVS Motor saw an increase. BPCL approved a joint venture for bitumen products. Alembic Pharma received a Form 483 from the US FDA. Coal India filed DRHP for Bharat Coking Coal Ltd. Dr Reddy’s addressed Novo Nordisk’s Semaglutide patents.
Transformation theme: 9 stocks from the energy & power ecosystem as it transitions to clean energy
The structural transformation in the auto sector is much talked about and given credit by the street. Another sector that has been undergoing a similar transformation, though quietly, is the energy sector. Large companies in the energy space – whether in oil marketing, refining, or any other – have been forming JVs or floating subsidiaries to get into New Energy areas. This transition is much bigger than in the auto space, but a bit too slow to excite the street. So get these stocks on your watchlist.
Coal India files DRHP for Bharat Coking Coal with Sebi for an IPO
Coal India has filed DRHPs for IPOs of subsidiaries BCCL and CMPDI, both structured as offers for sale. Proceeds will go to Coal India. CMPDI posted strong FY25 results, aiming to boost market visibility. IPOs will list on NSE and BSE.
Decline of 7.9% in coal imports in FY25 results in foreign exchange savings of Rs 60,682 cr
India's coal import decreased by 7.9% in FY25, resulting in significant foreign exchange savings of approximately USD 7.93 billion. While coal-based power generation increased, imports for blending by thermal plants sharply declined by 41.4%. This reflects India's commitment to self-sufficiency through initiatives boosting domestic coal production.
India's steel ministry backs extending import curbs on met coke: Sources
India's steel ministry is leaning towards extending import restrictions on low-ash metallurgical coke, citing sufficient domestic supplies, a move opposed by steelmakers. These companies, including ArcelorMittal Nippon India and JSW Steel, fear the curbs will impede their expansion plans due to difficulties in sourcing preferred grades locally. The Ministry of Commerce will decide next month.
Indian steel tycoon’s pathway to $74 million Mozambique coal deal reopens
JSW Steel can now proceed with acquiring a Mozambique coal deposit after the seller, Minas de Revuboe (MdR), regained concession rights previously revoked by the government. The $74 million deal faced uncertainty when MdR's mining lease was canceled, but the recent restoration paves the way for JSW to access 280 million tons of premium coking coal.
Coal India unit CMPDIL files for initial public offering
Central Mine Planning and Design Institute Limited, a Coal India unit, has filed for an IPO. Coal India will sell about 71.4 million shares. The company provides consultancy services for mine planning. SBI Capital Markets and IDBI Capital Markets are managing the IPO. Many companies are delaying their IPO plans for 2025.
JSW Steel's 50 MT plan on track despite Bhushan setback: CEO Jayant Acharya
JSW Steel plans to increase its annual capacity to 50 million tonnes by fiscal year 2031. The Supreme Court ruling regarding Bhushan Power & Steel will not affect this goal. JSW Steel will pursue brownfield expansions and establish a greenfield plant in Odisha. The company seeks refunds for payments made for the BPSL acquisition.
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