Nov 02 2023, 13:54

आपके दिन की शुरुआत के लिए 4 जानकारियां, जिनमें Facebook, Instagram के लिए सब्सक्रिप्शन शामिल:

मेटा यूट्यूब के समान एक सदस्यता मॉडल पेश करके एक मुफ्त मंच प्रदान करने के अपने लंबे समय से चले आ रहे वादे से टूट रहा है। इस कदम का उद्देश्य यूरोपीय संघ के नियमों का अनुपालन करना है।
मेटा ने Q1 2023 में अपनी पहली तिमाही राजस्व गिरावट का अनुभव करते हुए USD28.65 बिलियन का अनुभव किया, जो कि Q1 2022 से 1% कम है। इस गिरावट में योगदान देने वाले कारकों में Apple की गोपनीयता नीति में बदलाव और मासिक सक्रिय उपयोगकर्ताओं में कमी से उत्पन्न चुनौतियाँ शामिल हैं। उपयोगकर्ताओं की संख्या के हिसाब से भारत मेटा का सबसे बड़ा बाज़ार है, और यह यूरोप में कैसा चल रहा है, इसके आधार पर, मेटा इस मॉडल को अन्यत्र भी आज़माने के लिए प्रलोभित हो सकता है।

झुनझुनवाला परिवार समर्थित हेल्थकेयर प्लेटफॉर्म आईकेएस हेल्थ ने 200 मिलियन अमेरिकी डॉलर में यूएस-आधारित प्रौद्योगिकी समाधान फर्म AQuity Solutions का अधिग्रहण किया है।

सामान्य नज़रों से ओझल। AQuity Solutions हेल्थकेयर क्षेत्र में एक अग्रणी तकनीक-सक्षम क्लिनिकल दस्तावेज़ीकरण, मेडिकल कोडिंग और राजस्व अखंडता समाधान प्रदाता है। आईकेएस हेल्थ मुख्य रूप से चिकित्सकों को प्रशासनिक, नैदानिक ​​और परिचालन सेवाएं प्रदान करता है।

एलएंडटी 830 करोड़ रुपये तक के निवेश के साथ फैबलेस सेमीकंडक्टर डिजाइन के लिए एक सहायक कंपनी स्थापित करेगी।

खबर के अंदर. प्रौद्योगिकी, इंजीनियरिंग, विनिर्माण और निर्माण प्रमुख एलएंडटी के बोर्ड ने फैबलेस सेमीकंडक्टर चिप डिजाइन और उत्पाद स्वामित्व के व्यवसाय में संलग्न होने के लिए एक पूर्ण स्वामित्व वाली सहायक कंपनी को शामिल करने की मंजूरी दे दी है। “हम फैबलेस सेमीकंडक्टर चिप्स के लिए डिजाइन तैयार करेंगे।




source: et 

Nov 02 2023, 13:31

रिलायंस इंडस्ट्रीज रिकॉर्ड $1.8 बिलियन बांड बिक्री पर विचार कर रही है:

बाजार मूल्य के हिसाब से रिलायंस इंडस्ट्रीज भारत की सबसे बड़ी कंपनी है, और इसके व्यावसायिक हित पेट्रोकेमिकल रिफाइनिंग से लेकर वायरलेस संचार सेवाओं और उपभोक्ता वस्तुओं तक हैं। यह 5G में तेजी से विस्तार कर रहा है और हरित ऊर्जा और वित्तीय सेवाओं जैसे नए क्षेत्रों में कदम रख रहा है।

मामले से परिचित लोगों ने नाम न छापने की शर्त पर कहा कि मामला निजी होने के कारण मुकेश अंबानी की रिलायंस इंडस्ट्रीज लिमिटेड स्थानीय मुद्रा बांड की बिक्री के माध्यम से 150 अरब रुपये (1.8 बिलियन डॉलर) जुटाने पर विचार कर रही है।

बाजार मूल्य के हिसाब से रिलायंस इंडस्ट्रीज भारत की सबसे बड़ी कंपनी है, और इसके व्यावसायिक हित पेट्रोकेमिकल रिफाइनिंग से लेकर वायरलेस संचार सेवाओं और उपभोक्ता वस्तुओं तक हैं। यह 5G में तेजी से विस्तार कर रहा है और हरित ऊर्जा और वित्तीय सेवाओं जैसे नए क्षेत्रों में कदम रख रहा है।

जबकि भारत में उधार लेने की लागत पिछले दो वर्षों में बढ़ी है, ब्याज दरों में वैश्विक वृद्धि के साथ, रिलायंस इंडस्ट्रीज को भारत की क्रिसिल रेटिंग्स से एएए क्रेडिट स्कोर प्राप्त हुआ है। ब्लूमबर्ग-संकलित आंकड़ों के अनुसार, यह टाटा मोटर्स लिमिटेड के लिए स्थानीय मूल्यांकनकर्ता की एए रेटिंग से अधिक है।


source: et 

Nov 02 2023, 10:38

5 real estate stocks with upside up to 47%:

 Stock markets also have cycles where they will take a liking to a particular sector in such a manner that valuations will go through the roof. Then comes a phase, where the same sector is thrown down the dumps. Real estate sector is one sector where in 2008, valuations were at their peak. then come and fall and by the start of 2020 valuations were in the dumps. While they made a comeback when covid rally took place in 2020.

 Right from change in laws, competition weeding out of weak players, increase in demand taking care of excess inventory, new projects getting lapped at a higher price. 

Regulatory changes like bringing in RERA, banks getting aggressive in recovering dues from builders and also judicial intervention had an impact on the working of the industry. 

There were some apprehension about the commercial real estate as it was believed that work from home will impact the commercial and specifically, the office rental space. But in the case of commercial real estate, malls and shopping part of the commercial real estate has done well.

Analysts are once again optimistic about real estate stocks. will they be proven right this time.
IT and ITES which are among the biggest customers and these industries have strong presence in both these parts of the country.

Real Estate stocks - Upside potential
Nov 1, 2023
MISSING: summary MISSING: current-rows.
	Company Name	Avg Score	Reco	Analyst Count	 Upside Potential %	Inst Stake %	Market Cap Type	Market Cap Rs Cr
	
Sobha Ltd	3	Strong Buy	16	47.3	23.0	Mid	6,755
	
Mahindra Lifespace Developers	2	Strong Buy	7	26.7	32.7	Mid	7,607
	
Oberoi Realty	6	Hold	23	23.0	24.4	Large	41,289
	
Phoenix Mills	9	Buy	15	21.7	39.5	Large	32,441
	
Brigade Enterprises	4	Strong Buy	14	20.1	33.9	Mid	14,197
 Calculated from highest price target given by analysts

Mahindra Lifespace Developers Limited is a real estate development company. The Company along with its subsidiary companies is engaged in developing residential projects in the premium and value housing segments, as well as integrated cities and industrial clusters. 
Oberoi Realty Limited is a company that is engaged in the business of real estate development and hospitality. The Company operates through two segments: Real Estate and Hospitality. 
The Phoenix Mills Limited is a real estate development company. The Company is engaged in the development and leasing of commercial and retail space. It operates in two segments: Property and related services and Hospitality. 

Brigade Enterprises Limited is a company, which is carrying on the business of real estate development, leasing and related services.


source: et 

Nov 02 2023, 09:58

Stock Radar: Geojit Financial Services hits 52-week high:

The stock rose from Rs 52.90 registered on 23 October 2023 to the intraday record high of Rs 69.11 on 1st November 2023 — translating into gains of over 30% in a week. It touched a 52-week high of Rs 69.11 with strong volumes, which highlights conviction from the bulls.
Geojit Financial Services,a part of the stock broking space, has rallied by about 30% in a week which helped the stock hit a fresh 52-week high in November 2023.  

It touched a 52-week high of Rs 69.11 with strong volumes, which highlights conviction from the bulls.

Geojit Financial Services, which is also part of the S&P BSE Smallcap index, has been making higher highs and higher lows for the past 4 weeks. 

In terms of price action, the stock is trading well above most of the crucial short- and long-term moving averages such as 5,10,30,50,100 and 200-DMA.


source: et 

Nov 02 2023, 09:51

4 insights to kick-start your day,subscriptions for Facebook, Instagram:

Meta is breaking away from its long-standing promise of providing a free platform by introducing a subscription model similar to YouTube. The move aims to comply with EU regulations. 
Meta experienced its first-ever quarterly revenue decline in Q1 2023 to USD28.65 billion, down 1% from Q1 2022. Factors contributing to this dip include challenges arising from Apple's privacy policy changes and a reduction in monthly active users. India is Meta’s biggest market by number of users, and depending on how it goes in Europe, Meta may be tempted to try the model elsewhere as well.

IKS Health, the Jhunjhunwala family-backed healthcare platform, has acquired US-based technology solution firm AQuity Solutions for USD200 million.

Hidden in plain sight. AQuity Solutions is a leading tech-enabled clinical documentation, medical coding, and revenue integrity solutions provider in the healthcare domain. IKS Health primarily provides administrative, clinical, and operational services to clinicians.

L&T to set up a subsidiary for fabless semiconductor design with an investment of up to INR830 crore.

Inside the news. Technology, engineering, manufacturing, and construction major L&T’s board has approved incorporation of a wholly owned subsidiary to engage in the business of fabless semiconductor chip design and product ownership. “We will get into design for fabless semiconductor chips.


source: et 

Nov 02 2023, 09:44

Reliance Industries considers record $1.8 billion bond sale:

Reliance Industries is India’s largest company by market value, and its business interests range from petrochemicals refining to wireless communication services and consumer goods. It is expanding rapidly into 5G and venturing into new areas like green energy and financial services.

Mukesh Ambani’s Reliance Industries Ltd. is considering raising as much as 150 billion rupees ($1.8 billion) via the sale of local-currency bonds, according to people familiar with the matter who asked not to be identified because the matter is private.

Reliance Industries is India’s largest company by market value, and its business interests range from petrochemicals refining to wireless communication services and consumer goods. It is expanding rapidly into 5G and venturing into new areas like green energy and financial services.

While borrowing costs in India have increased over the past two years, in tandem with the global rise in interest rates, Reliance Industries has a AAA credit score from India’s Crisil Ratings. That’s higher than local assessor’s AA rating for Tata Motors Ltd., according to Bloomberg-compiled data.


source:et 

Nov 01 2023, 13:27

The largecaps have 'strong buy' & 'buy' recos with upside over 20%:



It is only a matter of time that the concept of relative valuation will come into play and
large caps will get more attention
from the market. Stocks from different sectors are making to the list, this week, stocks from Oil refining and marketing, private
banks, insurance, auto ancillary
and fertilizer space.

The trouble with the market is that when corrections continue for a long period of time, the risk of domestic money flows slowing going down increases. That is something which has not been played as of now, but one cannot rule it out.

When markets are trading with strong bullish bias, some of the stocks which are long term wealth creators tend to move off from the list of algorithm based stock buying lists. The reason, the potential upside in them is less than the algo defined levels. As soon as the market corrects, some of them are back on the list.

This week there are 21 stocks much better than what they were for the last three weeks, but still below the level of 25 which was at a time when nifty was about to inch upward. Given the fact that before this phase of correction, the valuations had skyrocketed and in some cases are still too high, it would be better to wait for some more time.
 Large Cap Upside Potential

Search in table

Company Name

UPL

Reco

Buy

25

Analyst Count

Upside Potential

%

49.4

MarketCap Rs Cr

40,413

Company Name

Indraprastha Gas

Reco

Buy

30

Analyst Count

Upside Potential

%

33.8

MarketCap Rs Cr

26,950

Company Name

Life Insurance Corporation Of India

Reco

Buy

Analyst Count

16

33.2

Upside Potential

%

MarketCap Rs Cr

382,188

Company Name

HDFC Bank

Reco

Buy

41

Analyst Count

Upside Potential

%

31.3

MarketCap Rs Cr

1,126,867

Company Name

Biocon

Reco

Buy

Analyst Count

20

 Upside Potential %

26,659

Mahindra and Mahindra Financial Services

Buy

35

MarketCap Rs Cr

Company Name Reco

Analyst Count

Upside Potential %

29.5

MarketCap Rs Cr

30,332

Company Name Reco

ICICI Bank Strong Buy

Analyst Count

41

Upside Potential %

28.7

MarketCap Rs Cr

647,830

Company Name

Petronet LNG

(The data is for NSE stocks and has been updated as on 30 Oct 2023)


source: et 

Nov 01 2023, 12:34

4 4 midcap stocks with potential upside of up to 42%:


Analysts are bullish on select mid-caps. Stocks
from sectors like small finance banks, oil and diagnostic are on the list. 

Refinitiv's Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks,
and lists stocks that fulfill the various criteria as specified into the algorithms & filters to find those
which might help navigate the stock market.


Nifty and Sensex have been witnessing pressure since July this year, the mid-cap stocks have seen
sharp decline in the last three weeks only.

A large number of midcap stocks have been moving up is because of extremely high flows to equity markets, both from domestic and international investors.


These mid-cap stocks have already seen a correction and a consolidation, after which they are making an attempt to move upward.

Small & Mid Cap Stocks with Score Improvement Month on Month

Upside Potential - Oct 31, 2023

Company Name

Equitas Small Finance Bank

Latest

8

Avg Score

6

Avg Score 1M ago

Reco

Buy

Analyst Count

 Upside Potential

17

42.3

%

1M Returns

1.9

%

Inst

44.7

Stake%


Equitas Small Finance Bank

Limited is a banking company. The Company operates through three segments: Treasury, Wholesale Banking and Retail Banking business.

HeidelbergCement India Limited
is a company engaged in
integrated manufacturing of
building materials.

Gulf Oil Lubricants India Limited (Gulf Oil) is a company, which is engaged in the business of manufacturing, marketing and trading of automotive and non- automotive lubricants, and synergy products.


Analysts are bullish on select mid-caps. Stocks
from sectors like small finance banks, oil and diagnostic are on the list. 

Refinitiv's Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks,
and lists stocks that fulfill the various criteria as specified into the algorithms & filters to find those
which might help navigate the stock market.


Nifty and Sensex have been witnessing pressure since July this year, the mid-cap stocks have seen
sharp decline in the last three weeks only.

A large number of midcap stocks have been moving up is because of extremely high flows to equity markets, both from domestic and international investors.


These mid-cap stocks have already seen a correction and a consolidation, after which they are making an attempt to move upward.

Small & Mid Cap Stocks with Score Improvement Month on Month

Upside Potential - Oct 31, 2023

Company Name

Equitas Small Finance Bank

Latest

8

Avg Score

6

Avg Score 1M ago

Reco

Buy

Analyst Count

 Upside Potential

17

42.3

%

1M Returns

1.9

%

Inst

44.7

Stake%


Equitas Small Finance Bank

Limited is a banking company. The Company operates through three segments: Treasury, Wholesale Banking and Retail Banking business.

HeidelbergCement India Limited
is a company engaged in
integrated manufacturing of
building materials.

Gulf Oil Lubricants India Limited (Gulf Oil) is a company, which is engaged in the business of manufacturing, marketing and trading of automotive and non- automotive lubricants, and synergy products.


source: et 

Nov 01 2023, 09:06

5 stocks from sugar industry with upside potential of up to 42%:


In the case of India, the sugar sector has been going through a transformation. From. just being a sugar producer to becoming part of the clean energy supply chain. All thanks to mixing ethanol with other fuels.

Sugar is one sector, where the raw material prices and end products prices were under the control of either state or central government and that is the reason why probably the sugar industry used to face multiple issues.

Some companies have shifted
their focus and have gone through
restructuring by hiving off their
ethanol unit to focus on ethanol
only. Sugar being a state subject
has been dependent on state government whims and fancy and there used to be a long delay in
payment which these companies
used to receive.


Sugar stocks - Upside potential

Oct 31, 2023

Company Name

Avg Score

Reco

Analyst Count

5

 Upside Potential%

42.7

Inst Stake%

4.8

Market Cap Type

Small

1,716

EID-Parry (India)

Market Cap Rs Cr

Company Name

Avg Score

10

Reco

Strong Buy

1

Analyst Count

 Upside Potential %

Inst Stake%

33.5

10.5

Market Cap Type Market Cap Rs Cr

Dwarikesh Sugar

6

Strong Buy

Mid

8,270


Dwarikesh Sugar Industries Limited is primarily engaged in manufacture of sugar and allied products.

E.I.D. - Parry (India) Limited is a
company which is primarily
engaged in the manufacturing of
sugar and nutraceuticals.


Balrampur Chini Mills Limited is
an integrated sugar
manufacturing company. The
principal activity of the Company
is the manufacturing and sale of
sugar.


Dhampur Sugar Mills Limited is an integrated sugarcane processing company engaged in the manufacturing and selling of sugar, power and chemicals.



source:et 

Nov 01 2023, 08:42

Stock Radar: HCL Technologies could touch highs:


The IT stock hit a 52-week high of Rs 1,311 on 18 September 2023, but failed to hold on to the momentum. It has been resilient and has fallen by nearly 4% since then.

HCL Technologies has remained resilient in the past 1 month and is trading near crucial support levels, which suggests that bulls are here to stay.


The IT stock hit a 52-week high of
Rs 1,311 on 18 September 2023, but
failed to hold on to the momentum.
It has been resilient and has fallen by nearly 4% since then. 
It bounced back after taking
support above the 50-DMA last
week. It took support above the 50-
DMA on 12-13 October 2023.



source: et