Page 43 - Virtual Events News Today

Like every other agro commodity in the world, even the price of natural rubber has seen a spike in the last one year. But given the fact that if demand is growing at a fast pace, higher input cost can be easily passed on to the consumer. That is probably what the tyre industry is going through currently. Despite the fact that natural rubber prices have moved up still the companies have been able to deliver bottomline growth and expansion in margins in the last two quarters. The question is whet...

After a short rest in the month of March, bulls are back on the street. The good part is that market breadth in every segment of the market has been positive. If one looks at the quarterly results which have come till now, they are largely in line with estimates and expectations of the broad trend of the sector. But given the fact that the valuation wise are toward the higher end of the range, it would still be time to keep some check and balance and continue to apply some filters. For investors...

Retail is one sector where even the best of the names of the India Inc have failed to taste success. It is not only the story in India, but globally. An industry where survival rate is not very high and the worst part, even after staying in business for decades, suddenly they go down under. Most prominent one which went down after years of existence is the Future group of companies. The players who have managed to survive, should better be bought back on the watchlist as there may be another rou...

When it comes to the word “ largecap” a large part of the street still associates it with stocks which form part of Nifty or others which remain in news very often. But there are not so well known largecap names which have outperformed the markets both in bearish and bullish phases. The only common thread is the track record of business going through both good and bad phases and still being able to stand out. As bulls make a comeback, these stocks may get more attention and when bear...

While they have been in work for quite some time, yesterday, RBI released the guidelines for small finance banks to turn themselves into universal banks. While most of the guidelines are not something these banks cannot follow, but one where some of them would face issues but only for short term would be the NPA, as per guidelines, the gross NPA should be less than 3 % and Net NPA should be less than 1 % for the last two years. Now some of them are already meeting this criteria. So, they would l...

It is never easy to find a good stock. Not for any other reason, but the fact of “ good stock” is an open ended term. For some consideration of calling something a “good stock” is largely how the price of the stock behaves in different market conditions. Like does it fall less in bearish markets and moves up faster in bullish markets. For some a stock which is available at cheaper valuations, could be a good stock. So, each to its own. But when it comes to business and ma...

Before it became synonymous with traffic, one of Bengaluru’s identities— apart from the sedate “pensioners’ paradise” and “garden city”—was the cooler “pub city”. Draught beer was the precursor to craft beer—in the 1980s, it was a novelty, spawning a host of pubs on the central MG Road and Brigade Road. The city’s “pub culture”, says a 1987 India Today article, enthusiastically, “is bringing bubble and frot...

In the last one month as the temperatures have been soring, the stocks related to air conditioner companies have been moving higher, with buy reports pouring in. There is another side of summer heat leading to higher sales. There are other consumer electrical goods companies which are not in air conditioners, but in other goods, like fans and goods like juicer mixers, whose demand is also strongly linked to intensity and duration of summer month. But these stocks have not seen the kind of run up...

Both globally and in India, there is an old principle in the stock market. When stock prices stop reacting negatively to bad news, probably the worst has been priced in or one can say that the stocks have bottomed out. When the stock stops reacting positively to good news, that is probably an indication that stock has topped out as all the good news has been priced. Look at what has been happening with the IT sector. Large cap companies are announcing their Q4 results, literally everyone is sh...

From the start of the financial year FY 24, midcap stocks have been making a comeback. If one looks at their recent performance in the last few days of volatility, it is clear that there is not much selling pressure and also the way street is rewarding a good Q4 result, it is clear that there is enough liquidity on the street as far as mid-caps are concerned. If one goes on by the market breadth, there are indications that bulls might be back in control. Keep an eye on liquidity and the market b...