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'If NDA comes to power…': Keep these stocks on your radar for wealth generation, says Prabhudas Lilladher businesstoday.in - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from businesstoday.in Daily Mail and Mail on Sunday newspapers.
Market experts suggest that the current earnings season in India has been lacklustre, neither a big hit nor a miss. While largecaps do better when inflation is high, midcaps and smallcaps might do better this quarter on account of easing commodity inflation pressure. However, the overall upside in the market looks capped for the rest of the year, and it may be time to reduce equity exposure. Consumer discretionary, capital goods, and some autos and cement stocks are starting to look expensive and overbought. ....
Maintain REDUCE on Jubilant FoodWorks - More legs for growth; reflecting confidence on core - HDFC Securities equitybulls.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from equitybulls.com Daily Mail and Mail on Sunday newspapers.
FMCG Sector Update Report - Divergence narrows; refocus on core - HDFC Securities equitybulls.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from equitybulls.com Daily Mail and Mail on Sunday newspapers.
India Equity Strategy Report - Quarterly flipbook: Q3 - upgrades galore! - HDFC Securities Posted On: Mr. Varun Lohchab, Head Institutional Research, HDFC securities Q3FY21 was another strong quarter, beating expectations across most sectors, led by margin surprises and even slight beat on revenues. Sales continue to rebound at a faster pace than costs post the lockdown, resulting in earnings beat. Key highlights of the quarter: (1) Q3 margins beat estimates across multiple sectors such as Cement, IT, Chemicals, Paints, Durables due to (a) cost efficiencies leading to lower SG&As (A&P, travel expenses, etc.), (b) improved pricing power in the wake of lower competition; (2) Festive season and unlock led sharp demand rebound; (3) larger companies gained market share; (4) collection trends improved for lenders; (5) commodity costs rising sharply helped oil and metals sectors while gross margin pressures were visible in autos/durables etc. ....