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Equitymaster delivers independent, unbiased research on the Indian stock market. Trusted by investors since 1996, we help you build long-term wealth with honest, actionable insights — straight to your phone. https://www.equitymaster.com
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#EMViewsOnNews: Why Skyways Air Services Share Price is Rising

Skyways Air Services shares jump 15% intraday today. Here’s what’s behind the sudden rally.

http://www.eqtm.in/a7BQe
#EMViewsOnNews: 7 Defence Stocks Worth Watching for the Long Run

India's defence and strategic manufacturing opportunity is expanding beyond traditional defence companies. We profile seven growth-oriented businesses across electronics manufacturing, IT services, metals, renewable energy finance and capital markets that are benefiting from long-term structural opportunities.

http://www.eqtm.in/r4JKx
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#EMViewsOnNews: Better EMS Stock: Syrma SGS vs Kaynes Technology

One stock is near its all-time high while the other has halved. Here’s a closer look at each and whether the market has got it right.

Syrma SGS vs Kaynes Technology

Here’s an extract…

Syrma SGS and Kaynes Technology are the two largest listed pure-play EMS companies.

In this editorial, we will compare the two businesses.

Read on…

http://www.eqtm.in/q6LQm
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#EMViewsOnNews: 5 Shipbuilding Stocks with Strong Order Books

India’s naval modernisation has built order books at every listed shipyard. What has changed recently is that they are no longer all moving in the same direction.

Shipbuilding Stocks to Watch

Here’s an extract…

India runs one of the largest naval modernisation programs anywhere in the world right now.

The government has also set out ambitions to become one of the top five shipbuilding nations globally by 2030.

It is worth revisiting them as they don’t look the same as they did a year ago or even 3 months ago.

Read on…

http://www.eqtm.in/Kq68N
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#EMViewsOnNews - 5 Value Stocks with Attractive Dividend Yields

Dividend-paying value stocks can appeal to investors seeking a combination of relatively attractive valuations and regular income. Here are 5 dividend stocks to watch.

Dividend Stocks to Watch

Here’s an extract…

Here is a list of 5 dividend-paying value stocks. In determining value stocks, we kept a low PE ratio relative to peers in mind.

Read on…

http://www.eqtm.in/Fr85C
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#EMViewsOnNews - 2 Apple Stocks in India to Watch as iPhone Craze Grows

Looking for Apple stocks in India to watch? Here are 2 companies linked to Apple's distribution and retail ecosystem.

http://www.eqtm.in/j9K8F
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#EMViewsOnNews - Better Optical Fiber Stock: HFCL vs Sterlite Technologies

We compare HFCL and Sterlite Technologies on growth, profitability, order books, debt, and valuations.

HFCL vs Sterlite Technologies

Here’s an extract…

The rapid expansion of data centers, artificial intelligence (AI), cloud computing, 5G networks, and high-speed broadband is increasing the need for optical fiber connectivity.

Two Indian companies profiting from this trend are HFCL and Sterlite Technologies (STL).

Here we compare the two companies across key parameters to understand how their businesses are positioned.

Read on…

http://www.eqtm.in/Bd48D
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#EMViewsOnNews - 5 Construction Equipment Stocks to Watch as Export Demand Shifts to India

As tariffs and supply-chain diversification reshape global sourcing, India's construction equipment ecosystem is quietly stepping into the spotlight.

Construction Equipment Export Stocks

Here’s an extract…

India's Construction Equipment (CE) industry is quietly turning into a global export hub, and the FY26 numbers make the structural shift hard to ignore

According to ICEMA, total CE exports jumped nearly 31.5% YoY, rising from 13,230 units in FY25 to 17,394 units in FY26, even as domestic volumes softened.

As the "China plus one" supply chain rewiring plays out, listed Indian names across cranes, backhoes, engines and forged components are in focus.
Five stocks stand out.

Read on…

http://www.eqtm.in/Dm84S
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Best Dividend and Buyback Stocks are Changing Track

Indian technology giants are breaking a decade-long tradition.

Click for More...

https://youtu.be/5gZn4Zf9jJQ
#EMViewsOnNews - 6 Midcap Stocks with Strong Future Roadmaps

These midcap stocks have outlined growth plans, capacity expansion and strategic initiatives that could shape their future performance.

Midcap Growth Stocks

Here’s an extract…

Midcaps are large enough to have established businesses, but still have room to expand into new markets, add capacity and improve their earnings profile.

This is why the future roadmap matters when studying midcap stocks.

Here we look at 5 midcap stocks with specific plans for expansion and growth.

Read on…

http://www.eqtm.in/Gw3b4
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#EMViewsOnNews - 3 Best Largecap Stocks for the Long Term

Here are 3 best large-cap stocks to consider for the long-term watchlist.

Long Term Largecaps

Here’s an extract…

Most large-cap stocks, even outside the Nifty, have underperformed smallcaps and midcaps.

Against this backdrop, we look at some of the best large-cap stocks for the long term.

To determine the best, we compared valuations versus peers, along with a proven track record and strong brand equity.

Read on…

http://www.eqtm.in/o9ALf
#EMViewsOnNews - Better Auto Component Stock: Hero Motors vs Sona BLW Precision Forgings

India's auto-component industry is evolving rapidly, driven by rising vehicle production, electrification, localisation, and demand for advanced powertrain and mobility.

Hero Motors vs Sona BLW Precision Forgings

Here’s an extract…

The automobile industry is undergoing a major transformation, driven by electrification, increasing vehicle production, localisation and growing demand for advanced powertrain technologies.

Against this backdrop, Hero Motors and Sona BLW Precision Forgings, two auto component companies offer a way to participate in this growth.

Read on…

http://www.eqtm.in/Xy7d5
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#EMViewsOnNews - Effect of Trump's 100% Tariffs on India

Here's how the market could be affected by the US tariffs and how Investors should respond.

Trump’s 100% Tariff Threat
Here’s an extract…

If 100% tariffs are imposed on India, which sectors are likely to be hit the most?

And how should you react to this potential threat to your portfolio?

So, how should investors react?

Read on…

http://www.eqtm.in/Fk79Z
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#EMMarkets - GPT Infra Bags Major Railway Infrastructure Order | Oil India Plans Major Deepwater Exploration Push | Top Buzzing Stocks Today

Top cues to track in today’s stock market session.

http://www.eqtm.in/Nx62B
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#EMViewsOnNews: Better Pharma Stock: Innova Captab vs Supriya Lifescience

This editorial compares Innova Captab and Supriya Lifescience based on their business models, revenue growth, profitability, debt management, capital efficiency and valuation.

Innova Captab vs Supriya Lifescience

India’s pharmaceutical sector is evolving across contract manufacturing, branded generics, specialised APIs, exports, and finished formulations.

In this editorial, we compare Innova Captab and Supriya Lifescience and examine their businesses, growth strategies, financial performance, profitability, debt management, capital efficiency, and current valuations.

Read on…

http://www.eqtm.in/Ne8f2
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#EMViewsOnNews: Where will TCS Stock be in the Next 5 Years?

The TCS stock has given negative returns in the last year. Let’s look at TCS's future prospects over the next 5 years.

http://www.eqtm.in/Ln54S
#EMMarkets - Sensex Today Trades Higher | Nifty Above 23,350 | Sun Pharma & HCL Tech Top Gainers

Indian share markets are trading higher with Sensex trading 438 points higher, and Nifty is trading 44 points higher.

http://www.eqtm.in/r4M3K
#EMProfitHunter - Warren Buffett Made This Mistake. Are Paytm Investors Doing the Same?

Could the excitement around MDR be making investors forget what the numbers say today?

Paytm Outlook

Here’s an extract…

If you buy Paytm because you believe MDR will transform its earnings over the next few years, that is a perfectly understandable thesis.

But recognize what it is: a bet on a future outcome.

Read on…

http://www.eqtm.in/p8WBw
#EMViewsOnNews: 5 Top Capital Market Companies in India

Here are the 5 top capital market stocks that you can watch, based on market capitalization.

Capital Market Stocks

Here’s an extract…

Capital market companies in India form an important part of the country’s financial ecosystem by connecting investors, businesses, and financial institutions.

Companies with diversified revenue streams and strong technology platforms may be better positioned to manage changing market conditions.

Read on…

http://www.eqtm.in/He2p4
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#EMViewsOnNews: 3 Indian Stocks to Watch as Saudi Arabia Rebuilds its Oil & Gas Infrastructure

Saudi Arabia is taking measures to rebuild its oil and gas infrastructure after recent damage. Here are the Indian stocks to watch.

Indian Companies in Saudi Arabia


Here’s an extract…

If Saudi Arabian capital expenditures rise significantly, companies already engaged in the Middle East and or with prior orders could see clearer earnings from fresh orders.

Rather than merely replacing damaged infrastructure, a bigger catalyst might be new orders and capacity expansion.

Read on…

http://www.eqtm.in/Kj6m9