ELECTRIC VEHICLE COMPONENTS
Oil drops 2% on expectations for US-Iran nuclear deal
Oil prices fell on Thursday on expectations for a U.S.-Iran nuclear deal that could result in sanctions being eased, while a surprise build in U.S. crude oil inventories last week heightened investor concerns about oversupply.
Will interest rate cycle bring their mojo back? 10 stocks from sectors where we all spend money, with upside potential of up to 66%
There are clear indications both from the RBI and in the budget that interest rates are likely to soften. Now, there are many sectors whose fortunes are linked to the rate of interest. For instance, many consumption items are brought on credit and interest rates impact the EMIs people pay. And with more disposable income in hand, thanks to the lower tax liability announced for the current financial year in the budget, consumption of some goods may increase.
These mid-cap stocks with ‘strong buy’ & ‘buy’ recos can rally over 26%, according to analysts
With each passing night of peace on the border, the street is getting into a mode where it will look only at what matters. And that is earnings (and macro developments in a sector that will impact future earnings). Now, a factor favouring bulls today is that, unlike three months back when the street punished every company no matter how good or bad its results were, the reaction to the Q4 earnings has been stock-specific. That is, for a company that is able to deliver earnings, there is money waiting in the wings.
Will these companies commit to ‘Make in India’? 8 MNC stocks with upside potential from just 7% to 70%
Imagine Apple did not have a manufacturing facility in India. It would have been in a very tight spot when Trump mega-tariffed China. Now, other MNCs with operations in China will also seek to derisk their supply chain. And India should be on top of the list. Of course, you can ask a pertinent question: Why, if the aim is to avoid tariff issues, do they not prefer the US? After all, that, according to President Trump, is the ultimate aim of the tariff war. However, the fact is that, even if these companies wanted to expand operations in the US, the cost (both of setting up and running operations) will be much higher than in India.
Scrap copper was piling up in the US. Now it can finally move
US and China trade war caused chaos in the copper scrap industry. A mountain of scrap metal piled up in Salt Lake City. The truce between the two countries offers a temporary solution. US dealers are eager to resume shipments. However, skepticism remains about a lasting deal. The situation highlights the complex impact of tariffs on global supply chains.
Sterling Tools to manufacture, market rare earth magnet-free traction motors for electric vehicles
Sterling Tools, via its subsidiary SGEM, is entering the electric vehicle traction motor market, manufacturing rare earth magnet-free motors through a technology licensing agreement with AEM Ltd. This move aims to reduce reliance on China and bolster India's EV supply chain.
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Ghost in the machine? Rogue communication devices found in Chinese inverters
U.S. energy officials are alarmed by the discovery of unauthorized communication devices in Chinese-made power inverters and batteries, crucial for renewable energy infrastructure. These hidden components could bypass security firewalls, potentially allowing remote access to destabilize power grids and trigger widespread blackouts. Concerns are escalating over China's role in strategic infrastructure and the potential for catastrophic disruptions.
Renesas-CG Power venture likely to roll out first chip by mid-2026, says Hidetoshi Shibata
Japanese firm Renesas Electronics, which supplied components for Chandrayaan-3, expects its chip assembly venture with Murugappa group's CG Power to roll out its first chip by mid-2026. Mass production is slated for 2027 in Sanand. Renesas is also working on collaboration with other Indian partners and expanding its Bengaluru and Noida centres.
Accelerating towards tomorrow: India’s electric vehicle revolution
Government initiatives, including the FAME and Production Linked Incentive (PLI) schemes, have bolstered local manufacturing and competitiveness. PM E Drive underscores India's policy dedication to innovation and sustainability in the EV sector.
Time to be selectively bullish again? 9 mid-cap stocks from different sectors with an upside potential up to 52%
As the sound of gunfire faded at the border, the Nifty and Sensex witnessed a sharp jump. Don't expect a similar reaction every day. But with a major issue behind it, the chances are that the street will see greater risk appetite. So, directionally, you can up the bullish quotient in your actions. At the same time, it would be prudent to be cautious and selective when it comes to mid-cap stocks. Reason: While mid-caps have done reasonably well, the risk of higher correction exists if the market cracks. But chosen with proper checks and balances, they offer better returns.
China's AI-powered humanoid robots aim to transform manufacturing
The importance of humanoid robots to Beijing, as it looks for solutions to pressing issues including trade frictions with the US, population decline, and slowing growth, was underscored when Chinese President Xi Jinping inspected AgiBot's robots in Shanghai last month. Xi jokingly remarked during the visit that perhaps the machines could play in a football team.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 26%
With the India-Pakistan tensions cooling off and the tariff war launched by US President Trump seemingly headed for a generally acceptable conclusion, the global markets are in a good mood. So, there is a case for being bullish, and the Indian markets are no exception. The only difference in India is that we are in the midst of the Q4 results season and investors should not lose sight of earnings and how they pan out for companies and sectors. Why? Because, in the end, it is earnings which decide stock prices and valuations.
Defence stocks: There are many sides to a story. 10 defence stocks with upside potential of up to 48%
Sometimes, it is an incident which proves that a policy that was being followed for some time was indeed correct. But, then, there may be more to the story. In investing for the long term, there will come phases where stocks will underperform, like all the defence stocks did between July 2024 and February 2025. Then will come a phase where they will gain very sharply, as they did from early April till last week. Now the question is: Should you buy, sell, or hold defence stocks? The answer is somewhat complicated.
For risk-takers with medium-term perspective: 8 mid-cap stocks from different sectors with upside potential of more than 40%
The “risk-on trade” which had just started for the Indian and other emerging markets took a pause for the Indian market, as the fear of an escalation at the India-Pakistan border gripped the street. But with the assumption that the current phase of tension is over, there is a high probability that risk-on trade will resume and that is where mid-cap stocks enter the picture. But do remember: When it comes to mid-caps, you need to be selective.
Multibagger or IBC (Series: AA 125), Part 5: This company, at the right place at the right time
In its 2017-18 annual report, this company stated: “The future belongs to Electric vehicles (EVs), and LEDs will be significantly efficient on these vehicles” and that “plans are on the anvil to localise products (for EVs)”. The 2021-22 annual report shows it was not all tall talk. The company, it said, had set up a “state-of-the-art electronics plant in Bawal, Haryana, where [it] will manufacture cutting-edge electronic components and technology software – focusing on developing EV components. Cut to Q3FY25: 33% of its total order book of Rs. 2,600 crore comes from EVs.
Explainer: India-UK free trade agreement -- all you need to know
India and the UK have concluded negotiations for a free trade agreement, aiming to double bilateral trade to USD 120 billion by 2030. The pact eliminates import duties on 99% of Indian goods entering the UK, while India safeguards sensitive sectors.
Debunking Myths: The game changing benefits of EVs
EVs are increasingly recognized as a pivotal solution to the pressing environmental challenges faced both in India and globally. However, persistent myths and misconceptions about EVs are being perpetuated by certain vested interests to foster uncertainty among potential EV buyers. It’s important to bust these myths so the public has access to accurate, evidence-based information about the advantages of EVs.
India-UK FTA: Auto duty cuts in 10-15 yrs; safeguards in place to protect industry
India and the UK have finalized a free trade agreement. It aims to double commerce by 2030. The deal lowers tariffs on Indian exports. British firms will find it easier to export to India. Duty reductions on cars will occur over 10-15 years. Quotas will limit petrol, diesel, and electric vehicle imports. The FTA offers opportunities for India's services sector.
Donald Trump announces a comprehensive trade deal with Britain; here is the total breakdown, how will both the nations benefit?
Donald Trump UK trade deal headlines global news as the U.S. and Britain seal a major post-Brexit economic pact on VE Day. The deal slashes tariffs on UK car and steel exports, opens UK doors to U.S. beef and ethanol, and boosts tech ties in AI, 5G, and aerospace. Both countries aim to grow jobs, exports, and investment while reinforcing a strategic alliance. With tariff reductions and deeper cooperation across key sectors, this agreement sets the stage for stronger economic futures on both sides of the Atlantic. Dive into how this historic trade deal impacts industries, jobs, and global trade dynamics.
These 13 energy sector stocks may deliver more than 27% return in one year
Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks, along with detailed company analysis focusing on five key components: earnings, fundamentals, relative valuation, risk, and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
No duty cuts by India on diamond, silver, smartphones, optical fibres to UK under FTA
India and UK have signed a free trade agreement. India will not reduce duties on some industrial goods like diamonds and smartphones. There will be limited duty concessions for petrol, diesel, and electric vehicles. The aim is to double trade by 2030. Tariffs on automotive imports will decrease. This deal should help Indian auto component makers and consumers.
Time to shed the negative bias and look ahead: 6 auto stocks with an upside potential of up to 42%
The headlines about auto sales numbers paint a gloomy picture. Should you be surprised by the low numbers? The answer is no. There is a technical reason why April sales tend to be lower. A lot of frontloading of sales happens in March in order to take advantage of depreciation norms. What many may have missed is that, in some cases, the auto stocks have already priced in this slowdown. In other cases, the stocks have not seen any drop, clearly indicating that there is no selling pressure. Is it because their EV forays are turning out to be better than expected?
EVs pose threat to manufacturers of engine components, but also open opportunities in advanced tech: Report
A recent report indicates that the electric vehicle transition will significantly reshape the auto component industry, creating opportunities for suppliers while posing risks to those reliant on internal combustion engine parts. Increased demand for EV-specific components and advanced technologies will boost the role of suppliers.
Multibagger or IBC (Series: AA 125), Part 4: It saw the transformation and is much better placed to capitalize on it and create wealth
This auto ancillary foresaw the coming of the electric vehicle (EV) age way back in 2012. In its annual report that year, it quoted a study that projected a significant jump in EV two- and four-wheelers by 2020. In just five years, in 2017, it noted: “We are at the forefront to capitalise on this opportunity, given our track record of being the first and the only manufacturer in the country to supply gear lever to electric cars…” Fast forward to 2024: Almost 40% of its order book comes from EVs. Foresight apart, this company was also fortunate on another front: Its product mix. Read on to know why.
5 stocks with consistent score improvement and return potential of more than 43% in 1 year
At this juncture in the market, it is important to look at the macro picture of the sector and the Q4 numbers of the company before making investment decisions. If there is a decline in Q4 performance with no logical reason for the decline, stay away from the stock. Now, what do we mean by “logical reason”? For example, there are some sectors where, cyclically, Q4 results are bound to be bad. So, there is a logical reason for the poor results. When there is no such reason, it’s a red flag. 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.
E-bus maker Eka Mobility raising Rs 200-300 crore from Enam Holdings
Eka Mobility, an electric vehicle manufacturer, is reportedly raising Rs 200-300 crore from Enam Holdings to fuel its expansion plans. The deal, structured as a convertible, could potentially elevate the company to near unicorn status, contingent on achieving specific performance targets.
Why your EV insurance premium is costlier and features you must have in EV motor insurance policy
Electric vehicle insurance premiums are notably higher than those for traditional cars due to EVs' higher purchase prices and costly battery replacements. Specialized parts, the need for trained technicians, and limited repair networks further contribute to increased costs. Comprehensive policies with battery protection, zero depreciation, and roadside assistance are crucial for EV owners to mitigate potential financial burdens.
Tariffs are bad for EVs, but some models may have a leg up
President Trump's proposed tariffs on imported auto parts could significantly impact the electric vehicle market. While potentially benefiting some U.S.-made EV models like Tesla's Model Y and Volkswagen's ID.4, the tariffs risk raising prices for all vehicles and hindering EV manufacturing, potentially ceding ground to Chinese automakers.
Multibagger or IBC (Series: AA 125), Part 3: Inside a powerhouse with R&D capabilities
Here is an excerpt from the 2018-19 annual report of the company: “We have completed development of Traction Motor and Controller with prototypes ready for [EV] 2-wheelers and work is in the development stage for [EV] 3-wheelers.” Five years later, the 2023-24 annual report attests to the fact it was not all tall talk: “Our EV product lineup includes Traction Motors, Controllers, Chargers, BMS and DC-DC converters, with a focus on lightweight technologies and enhanced system efficiency.” A wide array of products and a geographical spread in terms of clients are the strengths of this company that was prepared before its peers for the EV transformation.
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