PHARMA STOCKS OUTLOOK
F&O Talk| Nifty awaits trigger as June series kicks off with cautious tone, 25,100 key level: Rahul Ghose
Markets ended cautiously amid trade tensions. Nifty is consolidating, with key levels at 24,164-25,150. Bank Nifty eyes a breakout above 56,100. FII activity suggests caution. IT and Pharma stocks show strength. Reliance and HDFC Bank may breakout. Banking and Midcap IT are favored. Traders should navigate the June series with range-bound strategies and tight stop losses.
Dalal Street Week Ahead: Broader trend intact, but short-term risks rising
Indian equity markets remained range-bound over the past five sessions, consolidating between 24500 and 25100. The Nifty 50 experienced a minor weekly loss, with volatility decreasing. Focus remains on profit protection and sector rotation, as a directional trend awaits a breakout beyond the defined range. Cautious outlook advised, favoring selective purchases in rotating sectors.
These large- and mid-cap stocks can give more than 30% return in 1 year, according to analysts
While the Nifty and Sensex remain range-bound, the market has been in a stock-specific mode. If one looks at market breadth, especially in the mid-cap segment, it has been positive. The biggest takeaway from the ongoing Q4 earnings season has been the clear message: “Show me growth, I have the money”. All the stocks where earnings have been better-than-expected, have seen an uptick. At this point of time, there is a greater likelihood of the market staying in the same mode for some time to come. So, time to have a bullish bias. But also be careful and co-relate with what is happening with earnings.
Buy, Sell or Hold: Motilal Oswal reiterates buy on JSPL; Nuvama sees 18% upside in NMDC
Brokerages are optimistic about Jindal Steel & Power, Granules India, and NMDC, citing strong growth prospects. Motilal Oswal highlights Jindal Steel's capacity expansion and operational efficiencies, while also noting Granules India's long-term potential despite near-term challenges. Nuvama emphasizes NMDC's supportive pricing and volume growth, projecting healthy EBITDA.
Ahead of Market: 10 things that will decide stock market action on Thursday
The Indian stock market ended negatively on account of ITC's decline. BSE Sensex and NSE Nifty both experienced losses. Market sentiment was mixed, influenced by global cues and domestic factors. Analysts cited concerns about India-US trade and premium valuations. Investors are watching key economic indicators and Q4 GDP expectations. Nifty is consolidating, with support levels at 24,700.
Market Wrap: ITC drags D-Street in the red; Sensex sheds 239 pts, Nifty below 24,800
Indian benchmark indices ended in the red in a range-bound session on Wednesday, weighed down by a sharp drop in heavyweight ITC following reports of a stake sale, even as broader market sentiment remained supported by positive global cues.
- Go To Page 1
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”.
Ahead of Market: 10 things that will decide stock market action on Wednesday
Indian markets ended lower Tuesday as the Sensex fell 624 points and Nifty declined 175, dragged by profit booking in Financial and IT stocks amid weak global cues and muted FII activity. Mid- and small-cap stocks showed resilience, backed by strong Q4 results.
Let markets be volatile, invest for the long term: 5 mid-cap stocks from different sectors with upside potential of over 33% return
This earnings season has made one thing clear: If there is growth, then there is no dearth of money waiting to enter the market, even in these volatile times. Even today (Tuesday), the market’s intra-day up-down movement is an indication that the bulls are gradually making a comeback. When we say comeback, we mean on a more sustainable basis. So, with the basic assumption that markets have a higher probability of being in bullish mode, it is time to be very selective and look only at stocks which meet certain criteria.
Narendra Solanki on where he is overweight and where underweight in current market
Narendra Solanki of Anand Rathi Shares suggests a stock-specific market. Banks and financials, especially public sector banks, look promising. FMCG, durables, consumer discretionary, and defence sectors also show potential. Domestic manufacturing, particularly electronics, and hospitals within pharma are attractive. In auto, two-wheelers like M&M, TVS Motor, and Hero MotoCorp are favored. The earning season was largely on expected lines.
MNC pharma companies: Time to take a re-look? 8 pharma stocks, 5 with an upside of up to 34%
Some time back an MNC pharma firm announced the divestment of one of its businesses in India. Another sold one of its plants. Now, with the capital in hand, they may either expand into some other segment, or farm out the extra cash as a special dividend. These companies could thus become dividend plays. If the company increases its focus on India and does it through already listed entities, then there will be strong upward re-rating. But if the focus shifts to a 100% subsidiary, there will be strong de-rating and underperformance. These stocks are thus for investors who have a high risk appetite
Banking, financials set to lead next leg of market rally: Ajit Mishra
Amidst market volatility triggered by global cues like Moody's US credit outlook downgrade, the broader market tone remains positive, particularly for banking and financials. Ajit Mishra suggests focusing on sectors with strong potential, such as defence, driven by indigenisation and export opportunities. He advises retail investors to have clear entry and exit strategies, emphasizing fundamentally strong stocks.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 25% in 1 year
As the bulls try to make a comeback, keep a couple of things in mind if you are putting money in the stock market. First, buy quality stocks at dips and have a long-term perspective while doing so. Second, focus on the business you are going to own after you buy that stock. Buy the right business, even if it is expensive, and returns are assured over the long term. 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.
JM Financial retains Buy on Sun Pharma, lowers target price to Rs 2,025
JM Financial maintains a Buy call on Sun Pharmaceutical Industries, setting a revised target price of Rs 2025. Sun Pharma's Q4FY25 results showed an 8% YoY top-line growth, driven by India formulations and global specialty sales, despite a decline in US formulations. Future growth hinges on Ilumya's Phase 3 data, Leqselvi's launch, and the Checkpoint Therapeutics acquisition.
What to do with Honasa, Raymond, Dixon Technologies and 3 other stocks? Aamar Deo of Angel One decodes
Amidst global economic concerns and a US credit rating downgrade, Indian markets show signs of fatigue with profit booking visible. Investors are advised to tread cautiously, focusing on a 'buy on dips' strategy for Nifty and Bank Nifty.
Domestic investment will see resurgence as there is disproportionately lower uncertainties in the domestic economy compared to the global markets, says CEO Sanctum Wealth
Shiv Gupta, Founder & CEO, Sanctum Wealth, is optimistic about the long-term uptrend in domestic equities but cautions investors about short-term risks. In conversation with ET Wealth’s Sameer Bhardwaj, he explains how unpredictable global factors could pose risks to investors in the near term, and this is the time investors should opt for balanced investing options
Nifty faces stiff resistance near 25,100; sector rotation is key
Markets remain cautious below the 25100 resistance, vulnerable to corrections and volatility. Sector rotation, profit protection, and modest leverage are key amid shifting momentum across indices.
F&O Talk| Nifty bounces off 20-DEMA, signals springboard for next rally: Sudeep Shah
Nifty bounced off its 20-day EMA, signalling strong technical support and a potential springboard for the next rally, says SBI Securities' Sudeep Shah. Bank Nifty, metals, and select financials look poised for short-term gains, while defence may see a pause. FIIs turned heavy sellers last week, but the broader market trend remains positive despite global uncertainties.
Sensex settles 769 pts higher on FMCG boost, positive Asian cues; Nifty tops 24,850
Indian equity markets closed higher on Friday, buoyed by positive Asian market trends and strong performance in FMCG stocks, easing investor concerns due to a decline in U.S. Treasury yields. The Nifty 50 and BSE Sensex both gained nearly 1%, with the Sensex surging 769 points.
Sandip Sabharwal sees market upside continuing before greed peaks and correction sets in
Sandip Sabharwal suggests monitoring upcoming quarters due to potentially high valuations amid compromised growth prospects. He favors Bharat Electronics in the defense sector and VA Tech Wabag for its competitive advantage and strong financials. Sabharwal anticipates a market rally followed by a correction, highlighting potential in large-cap companies like M&M, L&T, Reliance, and Bharti.
Corrections come and go; focus on business and its growth: 6 large-caps from different sectors with upside potential of up to 52%
With the Nifty and Sensex moving up one day and down another, investors are bound to be jittery. After all, the January-February correction is a recent memory. Today (Thursday), the market is down because of global, not domestic, factors. But the fact is that nothing stops it from falling for domestic reasons tomorrow. Volatility and corrections are part of the market and they can kick in at any time. What matters is the growth of the business of the company whose stock you own. If that is fine, don’t bother about the Nifty and Sensex.
PSU banks, select private lenders remain attractive despite global market jitters: Chakri Lokapriya
Chakri Lokapriya discusses the potential impact of US fiscal deficits and RBI surplus on the Indian market, highlighting opportunities in defence and infrastructure. He suggests caution with IndusInd Bank due to operational uncertainties and favors financials and industrials, particularly PSU banks and EPC companies. While pharma faces US tariff concerns, companies like Sun and Cipla offer potential upside.
Sensex slumps 800 points, Nifty below 24,600 as global sentiment sours
Indian benchmark equity indices experienced a decline on Thursday, influenced by banking and IT sector downturns. This downturn mirrors global investor apprehension stemming from U.S. fiscal uncertainties and escalating Treasury yields. The decline follows Moody's recent downgrade of the United States' credit rating, further contributing to fragile market sentiment and capital outflows from emerging markets like India.
Market to turn highly selective after mixed earnings season: Dipan Mehta
Dipan Mehta of Elixir Equities notes a mixed earnings season with disappointments in major sectors like banking and software. However, urban consumption shows promising signs in QSR, retail, hospitality, healthcare, and travel. Mehta advises selectivity, favoring pharma companies with differentiated models, particularly CDMOs, while remaining cautious due to potential tariff impacts and base effects.
Stocks to buy today: Brokerages see 15-30% upside in Marksans, BEL, and Kalpataru
Brokerages remain bullish on Marksans Pharma, Bharat Electronics (BEL), and Kalpataru Projects, citing strong fundamentals and sector tailwinds. Choice Broking and Axis Securities project 15–33% upside in these stocks over 12 months. Marksans is backed by global growth, BEL by defence orders, and Kalpataru by a robust order book across diversified infrastructure sectors.
Rs 4L cr m-cap added as Sensex surges over 800 pts, Nifty above 24,900; all sectors in green
Indian stock markets rebounded on Wednesday. Sensex and Nifty50 rose, driven by gains in banking, auto, and IT sectors. Ircon International secured a contract, boosting its shares. United Breweries expanded capacity. Foreign fund outflows remained a concern. Asian markets showed mixed trends. Oil prices increased due to Middle East tensions. The rupee weakened against the US dollar.
Mutual funds bet big on healthcare stocks after Trump’s tariff pause. Is the danger really over?
Following Trump's tariff pause in April 2025, the Nifty Healthcare index rebounded strongly, rising 7%. Mutual funds increased holdings in several healthcare stocks, with Syngene International seeing the highest buying. While some stocks like Zydus Lifesciences faced sell-offs, the sector's overall performance remained robust, outperforming the Nifty.
Load More
