FILM TRADE ANALYSIS
Specialty chemicals: Time for a re-look, as China negotiates & they integrate: 11 stocks, 6 with upside potential of over 27%
China Plus One is not quite making the headlines these days. But in the chemicals sector (both in speciality as well as commodity chemicals), underlying changes are happening at a reasonably strong pace that will bring it back into the limelight. These changes are focused on ensuring at least partial backward integration so that, over the medium term, dependence on Chinese imports comes down. This, however, will take time. And till it actually happens, there will be quarters, even years, when some of these companies will be under some pressure. So, a “Hold” phase, before these stocks turn into “Buys”.
Insider job? Pirated versions of Hindi films surface days before box office release
Several high-profile Hindi films, including Sikandar and Raid 2, have been leaked online before their official release, severely impacting their box office performance. This emerging trend of pre-release piracy, suspected to involve insiders, undermines theatrical potential and digital deals.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 30%, according to analysts
After a long phase of correction and underperformance, there are signs of life in the mid-cap segment of the market. At this point of time, fear still rules, but the chances are that the worst is behind us in terms of selling. But when and how demand will come is the big question, because that will decide the velocity at which mid-cap stocks move upward. Our optimism stems from the relative performance of the mid-cap universe of stocks.
Nothing wrong in being bullish, just be volatility-ready: 7 mid-cap stocks from different sectors with an upside potential of up to 48%
While it is still not a runaway rally, there are clear indications that, after four months of correction, mid-cap stocks are making a comeback. Unlike in early 2024, when the rally was across the board, this time it is very likely to be more selective in terms of stocks. Also, given the fact that valuations are not still in the cheaper zone, it might be better to stay with the leaders of a sector.
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.
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These mid-cap stocks with ‘strong buy’ & ‘buy’ recos can rally over 35%, according to analysts
After five months of cooling off in the mid-cap segment, can we say valuations are fairly priced? The answer is no. But does it mean that we should avoid this segment? The answer is, again, no. The reason: We are at a stage where, rather than broad-brushing, it is better to adopt a sector-by-sector and stock-by-stock approach. If the Nifty and market breadth stay positive in the coming trading sessions, it is likely we will see mid-caps gaining strength. It may also probably signal the end of this phase of correction.
Stay focused: First, on the long term & second on core business: 6 mid-cap stocks with an upside potential of up to 45%
Both due to global and domestic events, there is a high probability that the volatility quotient of the market will remain high for the next couple of months. But that does not mean that you cannot be bullish. You can, but with a caveat: While buying stocks, give more importance to risk-management. When we say risk management, don’t just focus on allocation of money. Focus also on the way you select a stock or a sector. Because what you buy is more important than what is happening to the Nifty and Sensex.
These mid-cap stocks with ‘strong buy’ & ‘buy’ recos can rally over 26%, according to analysts
The markets are at a stage where everyone is thinking one day at a time. The reason: Volatility. Today (Thursday), the markets are closed for trading in India. No one knows what will happen to the US market when they open for trade for Thursday later in the evening. The Indian market will react on Friday to whatever happens in the US market. Now, given the fact that Wednesday saw strong volatile movement in the Dow on the basis of tariff-related statements, to predict what will happen till Friday morning is impossible. So, remember: Investing is not about thinking on a day-to-day basis. It is about thinking beyond what is happening today.
How Mr India's Mogambo would have responded to Donald Trump's 'Tariff pe Tariff'? Director Shekhar Kapur weighs in
President Trump's reciprocal tariffs have sent global financial markets into turmoil, sparking widespread uncertainty across equities, currencies, and commodities. Despite the market's reaction, Trump has warned of further tariffs, intensifying investor anxiety. Social media has responded with humor, including references to Bollywood's Mogambo.
9 stocks from the chemicals sector which can give more than 18% return in 1 year, according to analysts
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.
‘Work-life balance’ debate: 10 stocks that provide the element of ‘balance’, with an upside potential up to 33%
The “work-life balance” debate got the fillip with Gautam Adani joining in earlier this week. The fact is that, as the economy progresses, it induces change, both in terms of needs and preferences. To put it in perspective: Need is money and preference is leisure. In a recent survey, young people were asked what they would look at while deciding whether or not to take up a job. The responses suggested that “work-life balance” was a priority for today’s youth. Now, how does this relate to the stock market? It does, because the “balance” they speak of has an element of higher consumption of some goods and services.
If bears & volatility cause anxiety, business is the pill. 5 mid-cap stocks from different sectors with an upside potential of up to 33%
Without mid-caps in your portfolio, your returns even in a long bull run is unlikely to be high. That’s because, although they come under pressure during corrective phases, mid-caps have given the best returns in the past 10 years. Why are mid-cap companies able to grow rapidly in a growing economy like India? Because they are nimble. Whether it’s the cost of capital or new markets opening up, it is mid-sized companies that seize opportunities to accelerate growth. Now, some key questions: Which stocks to own? When to buy them? And for what horizon? Finally, there has to be a good reason why you are buying a particular stock. It could be market size, a company being the segment leader, or even one with a library no one can replicate.
One reason is good enough to own them: 5 midcap stocks from different sectors and upside potential of upto 27 %
While there are phases, where they come under pressure, the fact remains that the last ten years best returns have come from mid-cap stocks. So, probably if one is not owning then the return even in the longest of the bull run will not be very high. One of the reasons why mid-cap stocks are able to do well when an economy like India grows at a faster pace is that mid-sized companies are able to improve their operating matrix. Whether it is the cost of capital which comes down, new markets getting opened, it is mid sized companies operating in certain sectors which see faster growth. But the bigger question is which stocks to own, when to buy them and what should be the horizon for which they should be bought and last but not least there has to be one reason why one is buying that particular stock. It could be market size, company being the leader or even a company having a library which no one can replicate.
Repurpose FOMO for long term investing: 5 midcap stocks from different sectors with upside potential of up to 32%
Few months back when the nifty was forming a new high there was an event risk in terms of election results and valuations were high. Now once again nifty and other indices are forming new highs. While the event risk is over the valuation risk is still present. One should not be afraid of admitting the fact, as the indices move upward, the desire to participate is going to increase as the fear of missing out (FOMO) is bound to play out. So while being bullish, be more cautious and be more agile when it comes to taking decisions. It would be better that while looking at growth stocks one also focuses on reducing the risk by taking a hard look at some numbers which are critical indicators.
These largecaps have ‘strong buy’ & ‘buy’ recos and upside potential of more than 25%
As the NIFTY and broader market continues in bullish mode with very minor intraday corrective moves, analysts are bullish on select large cap stock. Making to the list are a host of companies from different sectors, like new age company, a fertilizer company which just announced a restructuring and an insurance company which despite all efforts is still not able to get past some selling pressure. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". The screener applies different algorithms for all BSE and NSE stocks. This predefined screener is only available to ET Prime users.
These largecaps have ‘strong buy’ & ‘buy’ recos and upside potential of more than 25%
As the NIFTY and broader market continues in bullish mode with very minor intraday corrective moves, analysts are bullish on select large cap stock. Making to the list are a host of companies from different sectors, like new age companies, a fertilizer company which just announced a restructuring and insurance company. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". The screener applies different algorithms for all BSE and NSE stocks. This predefined screener is only available to ET Prime users.
Multibagger hunt! Rs 10,000 investment in this BSE500 stock turned to Rs 5 lakh in just 10 years
Shares of Saregama India have seen significant returns in the past decade, with a rise of 5,100%. An investment of Rs 10,000 would have turned into nearly Rs 5 lakh. The company, owned by the RP Sanjiv Goenka Group, is India's oldest music label and TV content producer. It has a diverse range of music and also produces films and TV serials. Mutual funds own a mere 0.5% stake, while foreign portfolio investors hold around 17% in the company. Saregama India recently posted its highest-ever revenue for Q4 at Rs 207 crore.
Parag Milk Foods, Garware Hi-Tech among 7 stocks with Golden Crossover
ETMarkets has identified seven Indian stocks with a market cap above INR 1,000 crores that have witnessed a Golden Crossover, suggesting an uptrend trend. Parag Milk Foods, Garware Hi-Tech Films, Pidilite Industries, Time Technoplast, Supreme Petrochem, Keystone Realtors, and Nazara Technologies are the companies identified. While each company operates in different industries, they all have strong market positions and growth potential. These technical indicators, coupled with positive 1D returns, make these stocks an intriguing prospect for investors.
Weekly Top Picks: 5 stocks with consistent score improvement and upside potential of up to 43%
After a phase of consistent upward movement at the start of FY24, broader market indices have once again witnessed a phase of volatility in the last two weeks. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. 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.
These 5 stocks from packaging sector have an upside potential up to 42% as raw material price inflation declines
The covid led supply chain disruption had led to a sharp rise in the price of polymers and speciality paints prices. Both are key raw materials for packaging companies and the spike led to hit the margins of packaging companies. Now prices are cooling off and stabilizing at lower levels, tailwinds for select packaging companies have gathered momentum. The list is based on upside estimated by the analysts, with the highest potential stock coming on the top of the list.
Q3 is looking extremely positive for PVR: Kamal Gianchandani
“In India, barring Q2, which definitely underwhelmed, the recovery in Q1 was extremely sharp and Q3 is looking extremely positive. We are confident that in the Indian market, we will beat the trend and this year itself we will see a fair amount of recovery vis-à-vis FY2019-2020. By the next financial year, we will be full on in growth mode.”
Time to be greedy or fearful? 31 super-performer stocks available below 10 PE
But analysts and investors agree that it is still a stock-pickers market, meaning not everything is in the buy basket right now.
2018: Hunt for newer markets saw interesting crossovers in Indian cinema
2018 was a remarkable year in this regard as Akshay Kumar, the quintessential Bollywood hero, traded his charm to play a villain in a Rajinikanth film.
What India pays the world & what it gets back
The value of what India imports vastly exceeds what it exports, spelling concern for our balance of payment (BoP) position.
Hollywood's 'Star Wars Anthology', 'Mowgli', 'Transformers' to make up for Bollywood's weaker line-up this year
Popular franchise films set for release this year are expected to see record high box office collection.
Recent developments in intellectual property laws in India- Part 1
Recently, the IP regime in India has undergone various significant developments with respect to laws and policies.
Investors make big gains from 4 new listings this fiscal
Wonderla Holidays had surged 28 per cent on its debut in May after its initial public offer of shares in April was subscribed 38 times.
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