Oct 11 2023, 09:40

5 QSR stocks with upside potential up to 27%:


The companies which are selling junk foods also may not be bad for one's portfolio, From having only two listed companies, Jubilant and Westlife, the OSR space saw many other players getting listed on the bourse in the last three years. 

After initial euphoria in which they got very high valuation, these stocks have not been in the limelight for some time. 

McDonald's which brought back focus on inflation in some agricultural products and their impact on QSR space.

 While some of the agri commodities are still high, will the festive season demand give the power to these companies to pass it on to consumers will be the key to watch.

Earlier it was only one pizza seller and a burger company which had hogged all the limelight and scarcity premium was very high. But today there are QSR companies which sell Indian food and getting all the attention of analysts.

Swiggy and zomato have increased the distribution reach of these companies. 

The list comprises companies with a target upside potential up to 27 percent from the QSR sector.

QSR stocks - Upside potential
Oct 10, 2023

MISSING: summary MISSING: current-rows.
Company Name	Avg Score	Reco	Analyst Count	 Upside Potential %	Inst Stake %	Market Cap Type	Market Cap Rs Cr

Sapphire Foods India	7	Buy	15	27.09	44.1	Mid	9,011

Westlife Foodworld	3	Buy	20	22.88	27.5	Mid	14,570

Restaurant Brands Asia	4	Hold	10	22.15	29.7	Mid	6,071

Jubilant Foodworks	2	Hold	31	49.56	31.9	Large	35,427

Devyani International	6	Buy	17	11.16	13.9	Large	26,155
 Calculated from highest price target given by analysts

Sapphire Foods India Limited is a company engaged in the business of quick service restaurant (QSR) and casual dining business. The Company is a franchisee operator of Yum Brands in India, Sri Lanka and Maldives.

Westlife Foodworld Limited is a company, which is focused on putting up and operating quick service restaurants (QSR) in India. 

Restaurant Brands Asia Limited, formerly Burger King India Ltd, is a company, which is into the business of quick-service restaurants under the brand name of Burger King. 

Jubilant
Jubilant Food
533.152.80 (0.52%) 

Oct 11 2023, 09:22

3 insights to kick-start the day,Amazon’s big call from space:


Amazon will join the ranks of Bharti Airtel-backed OneWeb, SpaceX-backed Starlink, and Reliance-backed Jio Satellite in this domain. 

India’s space economy is projected to reach USD13 billion by 2025, according to EY, but it will be tough to make money from remote consumer-only use case, because the propensity to pay for this segment is low. 
 
Spotify has been offering free and premium services. Now, it is focusing on increasing the number of paid subscribers by restricting key features for free users.

Experts believe the latest restrictions are part of a strategy to convert free users to paid ones. 
According to reports,due to the conflict of Israel-Phillistine has led to gold prices rising 1%, whereas crypto markets have fallen 2%. 

Local crypto firms have launched a campaign called “Crypto Aid Israel” to help people affected by the recent attack. So far, the campaign has received USD60,000, according to the site.




source:et 

Oct 11 2023, 09:07

Royal Enfield’s margins under pressure:

Royal Enfield has a monopoly with around 90% share in the mid-size motorcycle market. Of late, there have been a number of new launches from Hero-Harley and Bajaj-Triumph partnerships. Both of them have their sights on Royal Enfield’s monopoly and have plans to step up their production numbers. 
 
Siddhartha Lal, managing director and CEO, Eicher Motors, himself acknowledged this while speaking to the media at the Q1FY24 results. 
“In the very long term, unless our competition really messes up and screws up, you know there is only one direction that a 90% market share can go and that's South.”

Rajiv Bajaj, managing director of Bajaj Auto, has said they will scale up production capacity at their Chakan facility where the Triumph motorcycles are being made, as demand intensifies.
 
Royal Enfield (RE) has not seen any impact due to the competition in the mid-weight premium segment.


An analyst, requesting anonymity says, “Royal Enfield has done reasonably well as a brand, but it hasn’t been a bumper success. 

The biggest threat is that Harley-Davidson in collaboration with Hero is launching the Harley- Davidson X440, which will compete with RE. Other premium brands are also going to launch in the same segment. This might eat up some of RE’s market share.”

Harley-Davidson used to be the market leader four to five years ago in the 500cc-800cc segment before Royal Enfield launched the 650 Twins. 

“In the next two to three years, as Harley-Davidson launches more models in this segment, it will give tough competition to Royal Enfield and can potentially regain its segment leadership,” believes Maitra.

Stock performance
Shares of Eicher Motors have underperformed their peers and are up merely 7% for the year to date to INR3,460, compared to a more than 26% rise in the Nifty Auto index during the same period.

Shares of Eicher Motors have underperformed their peers and are up merely 7% for the year to date to INR3,460, compared to a more than 26% rise in the Nifty Auto index during the same period.





source:et 

Oct 10 2023, 11:18

50 stocks analysts suggest buying:

Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. 

Simple average of the above-mentioned five component ratings is normally distributed to reach an average score. Each stock is ranked on a scale of 1 to 10.

 Each stock is ranked on a scale of 1 to 10. A score of 8 to 10 is considered positive, 4 to 7 is neutral and 1 to 3 is given a negative outlook. 

In addition to scores, the report also contains trend analysis, peer analysis and mean analysts’ recommendations. 

Risk score evaluates a series of long term (5-year) and short term (90-day) stock performance measures including volatility, magnitude of returns, beta and correlation. 

Nifty50 stocks with ‘Strong Buy/Buy’ recommendations and average scores of 8-10


Company Name
	Average Score
	Analysts' Mean Recommendation
	Strong Buy / Buy Count
	Hold Count
	Reduce / Sell Count

Adani Ports and Special Economic Zone Ltd
	9 Strong Buy 17 0 0

Coal India Ltd
	10 Buy 15  2  4

Axis Bank Ltd
	10  Buy  36  3  0

NTPC Ltd
	10  Buy  18  0  1

Indusind Bank Ltd
	10  Buy  38  2  1

State Bank of India
	10  Buy  37  2  1

Tata Motors Ltd
	9  Buy  26  4  3

Bajaj Auto Ltd
	9 Buy 21 16  6

Mahindra and Mahindra Ltd
	9  Buy 35  2	1

Larsen and Toubro Ltd
	9 Buy  30 0  2

Maruti Suzuki India Ltd
	9  Buy 29	7	4

Hindalco Industries Ltd
	9	Buy	22 1	0

ITC Ltd
	9	Buy	30	4 0

Oil and Natural Gas Corporation Ltd
	9	Buy 17 4 	3

ICICI Bank Ltd
	8  Buy  38  3	0

Tata Steel Ltd
	8  Buy  22  4  1

Cipla Ltd
	8  Buy  24  8  3




source:et 

Oct 10 2023, 09:42

5 insurance stocks with upside potential of up to 34%:

After the changes in tax law, all insurance stocks were hit badly. 

While all three belong to the insurance sector, there is a world of difference between macro and micro factors which impact the bottomline of the life insurance, non life insurance and a health insurance player.

 Painting them with the same brush is not good for a portfolio. 

The list is based on upside estimated by the analysts, with the highest potential stock coming on the top of the list.

Health insurance the segmentmentation is very different, it is the rate of growth of certain industries like IT and ITES which has more impact than anything else.

Big incentives in life insurance is a well known industry practice, whereas in non-life it is not the case.

When the changes in tax law, all the stocks with the word insurance tumbled. But as it is important to understand that over a long term, both segments of insurance will have different trajectory. 

THE companies with a target upside potential of 34 percent from the Insurance sector. The stocks collated with data from the latest Stock Reports Plus report dated Oct 9th, 2023.

Insurance sector stocks - Upside potential
Oct 9, 2023

MISSING: summary MISSING: current-rows.
Company Name	Avg Score	Reco	Analyst Count	 Upside Potential %	Inst Stake %	Market Cap Rs Cr

Star Health & Allied Insurance	7	Buy	19	34.37	15.7	34,634

Max Financial Services	4	Buy	16	30.77	76.0	31,666

HDFC Life	4	Buy	31	29.97	23.8	135,658

ICICI Prudential Life	3	Buy	31	28.01	15.2	80,516

ICICI Lombard General	6	Buy	24	23.52	31.2	64,811

 Calculated from highest price target given by analysts


Star Health and Allied Insurance Company Ltd is a health insurance services provider. 

Max Financial Services Ltd
 is a company, which operates as a holding company for Max life insurance company.

HDFC life insurance company provides a range of individual and group insurance solutions across India. 

ICICI Prudential Life Insurance Company Limited is a life insurance company, which is a joint venture of ICICI Bank Limited and Prudential Corporation Holdings Limited. 

ICICI Lombard General Insurance Company Limited is a general insurance company. The Company offers insurance coverage for motor, health, travel, home, student travel, and more.



source:et 

Oct 10 2023, 09:25

Stock Radar: Sun TV stock upside 40% in 3 months:


Sun TV stock picked up momentum after climbing above the 50-DMA on the daily charts in early July. The stock did witness some resistance around Rs 630 levels in August,

Sun TV Network, a part of the TV broadcasting industry, has rallied more than 40% in the last 3 months, pushing the stock to a fresh high
 
The stock rose from Rs 443 as of 5 July to Rs 634 recorded on 5 October, which translates into a rise of over 40% in just 3 months.

Sun TV stock picked up momentum after climbing above the 50-DMA on the daily charts in early July. It did witness some resistance around Rs 630 levels in August, but took support above the 50-DMA on the daily charts.

 The stock is trading well above most of the crucial short- and long-term moving averages of 5,10,30,50,100 and 200-DMA 

“Sun TV stock has been forming a ‘Higher Top Higher Bottom’ formation and is thus in an uptrend. In the last one month, we witnessed some consolidation in a range which just seemed to be a time-wise correction within an uptrend,” said Ruchit Jain, Lead Research, 5paisa.com.

We expect the stock to rally higher in the short term. Traders can look to buy the stock in the range of Rs 630-620 for a potential target of around Rs 680 in the short term. The stoploss for long positions should be placed below Rs. 600,” recommended Jain.



source:et 

Oct 10 2023, 09:09

पूंजीगत वस्तु और इंजीनियरिंग क्षेत्र से 5 स्टॉक; 35% तक की तेजी की संभावना के साथ: 

पूंजीगत सामान और इंजीनियरिंग एक बहुत व्यापक शब्द है। छोटी मशीनरी के पुर्जे बनाने वाली कंपनी से लेकर बिजली उत्पादन के लिए बड़ी टरबाइन बनाने वाली कंपनी तक सभी एक साथ मिल जाती हैं। 

लेकिन वे सभी अलग-अलग हैं, जटिल कार्य करने की उनकी क्षमता और जिस उद्योग में वे काम कर रहे हैं, दोनों में। जबकि एक बिजली टरबाइन निर्माता को कठिन समय से गुजरना पड़ा, इस तथ्य को देखते हुए कि पिछले दस वर्षों में शायद ही कोई नया बिजली संयंत्र आया। 

कुछ अन्य लोग, जो रेलवे के साथ काम कर रहे थे, उनके लिए अच्छा समय था क्योंकि रेलवे का विस्तार और आधुनिकीकरण तेजी से चल रहा था। सूची में इस क्षेत्र से 49 प्रतिशत तक की लक्ष्य वृद्धि क्षमता वाली कंपनियां शामिल हैं। 

स्टॉक का मिलान 8 अक्टूबर, 2023 की नवीनतम स्टॉक रिपोर्ट्स प्लस रिपोर्ट के डेटा से किया गया। इस रिपोर्ट के प्रयोजन के लिए, स्टॉक की समग्र रेटिंग या तो "मजबूत" और "खरीदें" होनी चाहिए। इसके बाद सूची को सूची के शीर्ष पर आने वाले उच्चतम संभावित स्टॉक के साथ क्रमबद्ध किया गया है।  पूंजीगत सामान क्षेत्र के स्टॉक - तेजी की संभावना 8 अक्टूबर, 2023 गुम: सारांश गुम: वर्तमान-पंक्तियाँ। कंपनी का नाम औसत स्कोर रेको विश्लेषक गणना  

अपसाइड पोटेंशियल % इंस्टेंट हिस्सेदारी % मार्केट कैप प्रकार मार्केट कैप रु. करोड़ 

टिमकेन इंडिया 7 खरीदें 5 35.92 20.8 बड़ा 23,074 GMM Pfaudler 4 मजबूत खरीदें 3 34.36 28.9 मध्य 8,172 

वीए टेक वबैग 5 स्ट्रांग खरीदें 2 32.84 15.1 छोटा 2,862 

अनुप इंजीनियरिंग 9 खरीदें 1 29.32 9.8 छोटा 1,985 

आईएसजीईसी हेवी इंजीनियरिंग 7 मजबूत खरीदें 1 24.49 10.0 मध्य 5,206 

विश्लेषकों द्वारा दिए गए उच्चतम मूल्य लक्ष्य से गणना की गई 

 टिमकेन इंडिया लिमिटेड ऑटोमोटिव क्षेत्र और रेलवे उद्योग के लिए टेपर्ड रोलर बीयरिंग, घटकों और सहायक उपकरण के निर्माण और वितरण में लगी हुई है।

 GMM Pfaudler लिमिटेड रासायनिक और फार्मास्युटिकल उद्योगों में महत्वपूर्ण अनुप्रयोगों के लिए इंजीनियर उपकरण और सिस्टम का आपूर्तिकर्ता है। 

वीए टेक वाबैग लिमिटेड एक कंपनी है, जो जल उपचार के क्षेत्र में काम करती है। 

अनुप इंजीनियरिंग लिमिटेड एक कंपनी है जो प्रक्रिया उपकरणों के निर्माण और निर्माण में लगी हुई है। 
इज़गेक हेवी इंजीनियरिंग लिमिटेड एक भारी इंजीनियरिंग कंपनी है। source:et
 

Oct 10 2023, 09:00

3 insights to kick-start the day, AIIMS Delhi’s spiritual plans:

India’s premier medical institution All India Institute of Medical Sciences is mulling a department on spiritual medicine.

 AIIMS, Delhi is exploring creation of new departments for transplant medicine, medical education, and spiritual medicines.

 The first two faculties of science are evolving and must be promoted but the idea of setting up a department for spiritual medicine needs scientific deliberations.

Some academics within the prestigious educational institution and hospital have raised red flags, terming the move as “against scientific temperament”.

 If this fructifies, this will be the first such department that is not part of modern medicine.
Tech companies oppose India’s consumer guidelines, calling it an “overlapping regulation”.

The Asia Internet Coalition, representing major US tech giants such as Apple, Google, Meta, Amazon, and X (formerly Twitter), has vehemently criticised India’s proposed crackdown on dark patterns used by online companies to manipulate users.



source:et 

Oct 09 2023, 17:32

आपके दिन की शुरुआत करने के लिए, इसराइल-फिलिस्तीन पर भारत का रुख कैसे बदला:


भारतीय प्रधान मंत्री के एक बयान में कहा गया कि देश "इस कठिन समय में इज़राइल के साथ एकजुटता से खड़ा है।" 

सूत्रों ने ईटी प्राइम को बताया कि भारत इजरायली नागरिकों की मौत के पैमाने से हैरान है और इसे मुंबई 26/11 की तरह देखा जा रहा है। 

इस बयान के शब्दों से इस बात की झलक मिलती है कि इजराइल-फिलिस्तीन संघर्ष के प्रति भारत की विदेश नीति कैसे बदल सकती है।

टेमासेक टाटा प्ले में अपनी 20% हिस्सेदारी 1 बिलियन अमेरिकी डॉलर से अधिक के मूल्यांकन पर बेचने के लिए टाटा समूह के साथ उन्नत बातचीत कर रही है।

टेमासेक अपनी हिस्सेदारी बेचने का प्रयास कर रहा है, लेकिन मूल्यांकन पर असहमति और सार्वजनिक सूची में असफल प्रयासों के कारण बातचीत में बाधा आ रही है।


निफ्टी आईटी इंडेक्स अब तक सर्वकालिक उच्च स्तर की गिरावट से 50% से अधिक फाइबोनैचि स्तर पर पहुंच गया है। उम्मीद है कि आईटी कंपनियां अगले सप्ताह से अपने तिमाही नतीजे जारी करना शुरू कर देंगी।




source 

Oct 09 2023, 10:22

5 stocks of capital good and engineering sector; upside potential up to 35 %:

Capital goods and engineering is a very broad term. 

From a company making small machinery parts to one making a large turbine for power generation all tend to get clubbed together.

 But they are all different, both in their ability to perform complex tasks and the industry they are catering. 

While a power turbine maker had tough times given the fact hardly any new power plant came up in the last ten years. 

Some others like the ones which were dealing with railways, had a good time given the expansion and modernisation of railways has been on fast track.

The list comprises companies with a target upside potential of up to 49 percent from this space. The stocks collated with data from the latest Stock Reports Plus report dated Oct 8th , 2023.

For the purpose of this report, the stock must have an overall rating of either a “Strong” and “ Buy”. The list has then been sorted with the highest potential stock coming on the top of the list.

Capital goods sector stocks - Upside potential
Oct 8, 2023
MISSING: summary MISSING: current-rows.

Company Name	Avg Score	Reco	Analyst Count	 Upside Potential %	Inst Stake %	Market Cap Type	Market Cap Rs Cr

Timken India	7	Buy	5	35.92	20.8	Large	23,074

GMM Pfaudler	4	Strong Buy	3	34.36	28.9	Mid	8,172
Va Tech Wabag	5	Strong Buy	2	32.84	15.1	Small	2,862

Anup Engineering	9	Buy	1	29.32	9.8	Small	1,985

Isgec Heavy Engineering	7	Strong Buy	1	24.49	10.0	Mid	5,206

 Calculated from highest price target given by analysts


Timken India Limited is engaged in the manufacture and distribution of tapered roller bearings, components and accessories for the automotive sector and the railway industry.

GMM Pfaudler Limited is a supplier of engineered equipment and systems for critical applications in the chemical and pharmaceutical industries.

VA Tech Wabag Limited is a company, which is engaged in the water treatment field.

Anup Engineering Limited is a company that is engaged in manufacturing and fabrication of process equipment. 
Isgec Heavy Engineering Limited is a heavy engineering company.


source:et