Explore the latest brokerage calls and analyst insights on today's active stocks and sectors. Our coverage includes updates on the NBFC sector as well as individual stocks like Yes Bank, Federal Bank, Indegene, and Polycab.Investec On NBFCsHold Call On Bajaj Finance, Target Rs 7,600/ShHold Call On Can Fin Homes, Target Rs 800/ShBuy Call On CreditAccess, Target Rs 1,900/ShQ1 To Be Weak For Lending ...

The strongest argument for defense stocks at this point is their bulging order books. Of course, the market is ignoring execution risks right now because the quarterly earnings growth so far has not given any cause for worry. But there is another risk that the market may be overlooking, according to a senior portfolio manager Short Call spoke to.If defense companies continue to make super profits,...

Charged upA section of HNIs is piling on to battery maker Amara Raja's shares, most likely inspired by the recent rerating of the Exide stock. And what could be a better vote of confidence than the promoter himself hiking stake in the company? Fund houses are not biting yet. They used the rally in the stock to trim their positions during the March quarter. Bulls are unfazed by this. More than a de...

The fall in the price of copper and aluminium has weighed on the shares of Polycab India Ltd. The stock is down 22% from its 52-week high of Rs2,820 apiece seen on 22 April. These metals are used in cables and wires. On the London Metal Exchange, the price of copper and aluminium has declined by nearly 29% and 27%, respectively, from the average prices in April.“Generally, the increase or decrea...

Stocks to buy today: After copper prices hitting 17-month low on Monday, shares of electric wire maker companies have suddenly emerge as major beneficiaries of this development as falling metal prices may lead to inventory destocking and revival in private CAPEX. On account of these benefits, Polycab India, Havells India, Finolex Cables, KEI Industries, etc. shares are expected to surge and hence ...