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vedanta share price: Metal stock deserve rerating; Rs 500 plus target possible in Vedanta over 1-2 years: Sudip Bandyopadhyay

Sudip Bandyopadhyay discusses the underinvestment in metals, the increasing demand due to infrastructure projects, the impact of China and global factors, and the potential for Vedanta stocks with a target price of Rs 500+. In the short-term, he is looking forward to a 10% upside from here on as well. ....

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BT Group shares ripe for a re-rating, says JPMorgan

Shares of BT Group appear heavily undervalued and "ripe for a major re-rating", JPMorgan Cazenove said in a note on Thursday. ....

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defence stocks to buy: Getting ready for another round of re-rating ? 6 defence stocks with "buy" recos with upside potential of up to 34%

As other sectors dominated by PSU companies come into limelight, defence stocks which ignited the re-rating of PSU stocks have moved into consolidation mode for some time. The question is whether the business is in consolidation mode or not, the answer is tilting toward no. It appears the underlying developments in the sector continue to be going at the same pace or rather even more. Allowing 100 % FDI in space related industries, is probably an indication that focus on defence and related sectors continues. As things are shaping up, it appears the exports would also become a focus area. ....

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Hero MotoCorp: Fundamental Radar: Why is Hero MotoCorp well placed to see further re-rating? Vikram Kasat explains

Hero Motocorp s profitability in ICE motorcycles portfolio reaches 16% due to regular price hikes, premiumisation, and favourable model mix. Rural market recovery, aggressive model launches, and core market recovery drive growth. Double-digit industry revenue growth expected in FY25. Financing rate increased to 60-65%. Rs 6 billion investment to double PAM business capacity. ....

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