Equitymaster
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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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Union Bank vs Canara Bank: Which PSU Bank is Better?

These banks have over 8,000 branches across the country and that will be key to garnering low-cost savings and current account deposits to keep NIMs steady.

Union Bank of India vs Canara Bank

Here’s an extract…

Market participants were eager to understand the impact of high interest rates on NIMs of PSU banks and growth in total loans.

The latest Q4 earnings of Canara Bank and Union Bank have provided some inputs about how the performance of PSU banks could look like in the coming quarters.

On top of that, both these banks have declared a hefty dividend payout.

Continue reading.

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Top EV Shares in India 2024: EV Companies to Add to Your Watchlist

These companies are prime candidates to benefit from this decade's EV investment boom.

Top EV Stocks in 2024

Here’s an extract…

Electric vehicles (EVs) sales are picking up speed, thanks to government support, soaring fuel costs, and ambitious green goals.

According to Bain and Company, EVs made up around 5% of total vehicle sales from October 2022 to September 2023, but they could skyrocket to over 40% by 2030, with significant adoption (45%+) in both two-wheelers (2W) and three-wheelers (3W).

Let’s break down the EV value chain and shine a spotlight on key players well-poised to capitalise on this transformative opportunity.

Read on…

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Which Companies are Involved in the Bullet Train Project in India?

Here are the major companies making the bullet train project a reality in India.

Bullet Train Project Companies

Here’s an extract…

Among the biggest buzzing stories in the Indian stock market is railway stocks. This is with good reason. The government has announced a massive spending plan to modernise the Indian Railways.

With this massive fund allocation, the railway sector has garnered significant attention in the stock market. Some railway companies will be the prime beneficiaries.

We believe, there are significant opportunities for investors in the great Indian railway boom. In this editorial we will cover the top stocks that could benefit specifically from the development of bullet trains in India.

Read on…

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5 Stocks that Could Deliver Superb Gains During a Copper Supercycle

Several factors indicate that copper demand is likely to exceed supply, which could potentially have a positive impact on these 5 companies.

Stocks to Watch amid Rising Copper Prices

Here’s an extract…

Lately, there’s been a lot of talk about copper.

The commodity’s prices have gone past the US$10,000 per tonne threshold.

The steep rise comes following the unexpected tightening in the global mine supply, among other reasons.

As copper prices rise, these 5 stocks stand to benefit from the rally.

Continue reading.

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5 High Dividend Stocks Up More Than 80% in 2024

Dividend stocks are making sense now. Here are 5 which have also performed well on the bourses in 2024 so far.

Dividend Stocks that are Up 80% in 2024

Here’s an extract…

There are two ways to make money in stocks. There's the popular way - capital gains (i.e. growth) and there's the not so popular way - dividends (i.e. income).

What about both?

Which stocks have fared well on both metrics in 2024?

Continue reading to find out.

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Pharma Stocks Watchlist to Profit from Patent Cliff

The last time such a cliff occurred during 2011-15 and offered substantial upside in pharma stocks.

Click for More...

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Stock Market Update - Gift Nifty Down 45 Points | FPIs Turn Net Seller | Tata Motors PV Sales Forecast | Top Buzzing Stocks Today

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

http://www.eqtm.in/k9S7D
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Up 275% in a Year, This Defence Stock's Growth Is Just Getting Started

Foreign investors (FIIs) have increased their holding in the defence stock from 1.4% to 11.4% in less than a year.

Under the Radar Defence Stock with 275% Gains

Here’s an extract…

The government's spending on defence has increased so much that India is now the third biggest spender on defence.

The increased spending along with many necessary rule changes and a focus on indigenous procurement, has given a massive boost to the entire sector.

Companies across the defence ecosystem have benefited.

However, this under the radar defence stock’s 275% rally in the past year has gone unnoticed by many investors.

Continue reading.

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Stock Market Update - Sensex Today Trades Lower | Nifty Below 21,900 | Auto Index Tanks 2%

Indian share markets are trading lower with the Sensex down by 608 points and Nifty is trading 169 points lower.

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Jio Financial: Moon Shot or Crash Landing?

Is the recent surge in Jio Financial justified?

Jio Financial: What Next?

Here’s an extract...

If you look at the share price performance of Jio Financial, you will realise that the stock has done quite well in recent months. In fact, it is up an impressive 80% in the last six months.

The Reliance lineage, the huge opportunity staring the company in the face, and a few positive developments in recent months, has led to the investors showing a strong interest in the stock.

However, if you ask me, I am not that bullish on the stock just yet.

Read on to know why…

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Why Tata Motors Share Price is Falling

Tata Motors shares tank over 9% after Q4 results. More pain down the road?

Tata Motors Stock Falls

Here’s an extract…

The stock price of Tata Motors had zoomed over 120% in 2023, leaving investors breathless.

This meteoric rise was fuelled by a bright future for JLR, healthier profit margins, and a strategic focus on SUVs – a perfect match for rising disposable incomes.

But like any good rollercoaster, the ride hit a dip today, with the stock taking a nosedive of over 9%, marking its biggest single-day drop since February 2022.

So, is the Tata's auto stock a falling knife or is this just a temporary setback?

Read on…

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Stock Market Update - Sensex Today Ends 112 Points Higher | Pharma Stocks Shine | Why BEML Share Price is Rising

The BSE Sensex ended 112 points higher while the Nifty ended up by 65 points to close at 22,120.

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Sign of a Market Top? Warren Buffett Sells his Biggest Holding

Buffett has trimmed his Apple stake. Is it a warning for the market?

Buffet Sells Stake in Apple

Here’s an extract…

The news of Warren Buffett selling a big stake in Apple has created a buzz in global financial markets. And for good reason. The stock is Buffett’s biggest holding.

Buffet is known as a buy and forget investor. He said many times that Apple is the best business in his portfolio. So why sell.

In this editorial, we will break down the ideas behind the sale and also examine if Buffett thinks the market is topping out.

Read on…

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Why Bank of India Share Price is Falling

This PSU stock is down more than 10% today. Here’s why.

Bank of India Stock Falls

Here an extract…

This week, stocks of PSU banks are in the red. Bank of India’s stock is leading the way down.

Bank of India’s stock is down more than 10% today.

So, what’s causing the decline in the stock price?

Read on…

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Check out one of the hottest topics in the Indian stock market: the massive spending plan revealed by the Indian railways! 🚂

In our latest video, we delve into 5 stocks poised to benefit from the expansion of metro systems and the Vande Bharat network.

Don't miss out! Watch till the end for all the details. 🎥

https://www.youtube.com/watch?v=LO6abct3ohw

#IndianRailways #InvestmentOpportunities
Stock Market Update - Gift Nifty Up 87 Points | L&T To Exit Hyderabad Metro | Va Tech Wabag Wins Repeat Order | Top Buzzing Stocks Today

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

http://www.eqtm.in/Ji7t3
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This Indian Tech Player is Partnering with Nvidia to Lead the AI Revolution

This Indian high-performance computing (HPC) leader is riding the AI wave with cutting-edge solutions and strategic partnerships.

Nvidia’s India Partner

Here’s an extract…

Netweb Technologies has been making waves after reporting a stellar performance in the first quarter of 2024.

Its revenue skyrocketed by 115% and net profit nearly tripled to Rs 296 million (m) compared to the same period last year.

The surge in business was attributable to the exploding demand for artificial intelligence (AI) solutions.

Read on…

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Stock Market Update - Sensex Today Trades Marginally Higher | Nifty Above 22,150 | Zomato & UPL Drop 4%

Indian share markets are trading higher with the Sensex up by 59 points and Nifty is trading 22 points higher.

http://www.eqtm.in/z5Z9C
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Make Better Returns than Big Investors in the Market

Can you beat the big boys of the stock market at their own game? Read this...

Beating the Big Boys of the Market

Here’s an extract…

Like any other investing approach, this strategy does not have a 100% success ratio. There could be a few cases when you don’t get the results you were expecting.

As such, using a portfolio approach and following asset allocation guidelines is critical (not more than 2% to 3% in a single stock).

With the filters in place and using discretion in these trades, and being conscious of timely exits, you could turn the odds in your favour for market beating returns.

Read on…

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