GAGA Share Market News

[hfe_template id='11223'] [ad_1] In times of crisis, investors usually flock to familiar and time-tested names. Tata Group companies fall under this category. However, a single-day crash—driven entirely by global factors—wiped out nearly Rs 1.49 lakh crore ($18.06 billion) in market capitalization within just a few hours. It serves as a stark reminder that no stock is immune during one of the most uncertain phases in recent market history. On Monday, the Sensex slumped over 4,000 points as U.S. President Donald Trump reignited recession fears with the announcement of reciprocal tariffs. Tata Motors, which has halted Jaguar Land Rover (JLR) shipments to the U.S., led the group’s slide, plunging nearly 10%. The stock lost nearly Rs 19,000 crore in market value in just three hours. Since Trump announced import duties on March 26, Tata Motors has declined 22%. The U.S. was one of JLR’s few growth markets last year, accounting for over a quarter of its global sales of Range R...

[hfe_template id='11223'] [ad_1] Shares of food delivery giant Zomato and Mukesh Ambani-backed Jio Financial Services will be added to the benchmark Nifty 50 on Thursday as part of the semi-annual rebalancing by Nifty Indices, bringing in a passive inflow of $544 million and $278 million, respectively, according to JM Financial. The reshuffle, which coincides with Nifty's derivatives expiry, will see Bharat Petroleum Corp Ltd (BPCL) and Britannia Industries Ltd exit the index, leading to significant outflows, while Grasim Industries and Bajaj Finance are set to undergo weightage adjustments. "The rebalancing for the changes in NSE indices constituents is effective from March 28, 2025 (close of March 27, 2025),” JM Financial said. Britannia’s exclusion is likely to result in outflows of $215 million, while BPCL’s removal could lead to outflows of $204 million, according to the brokerage. Beyond the Nifty 50, Indian Hotels, Bajaj Housing Finance, Hyundai Motor Ind...

[hfe_template id='11223'] [ad_1] Analysts at top brokerage firms have shared optimistic outlooks on key players across diverse sectors, highlighting significant growth opportunities and robust fundamentals for the upcoming year. Bernstein has initiated coverage on Swiggy with an "Outperform" rating, citing its leadership in India's convenience economy and its potential to capitalize on super-fast delivery models. Meanwhile, Jefferies remains bullish on InterGlobe Aviation (IndiGo) and Indian Hotels, emphasizing their strong market positions and promising growth trajectories. IndiGo's dominant share in domestic air travel and cost advantages, alongside Indian Hotels' consistent performance in a cyclical industry and benefits from industry tailwinds, further reinforce their appeal to investors. Here’s a summary of recommendations from top brokerage firms based on ETNow and other sources: Bernstein on Swiggy: Initiate Outperform, Target Price Rs 635 | ...

[hfe_template id='11223'] [ad_1] As Nifty valuations ease from their 2024 highs, Zomato, HDFC Bank, and Bharti Airtel have emerged as top 10 large-cap stock picks for 2025 from brokerage Motilal Oswal. With the Nifty's price-to-earnings ratio adjusting from its peak, and the index ending the year with 9% returns, analysts believe the index is now better positioned for a more balanced outlook, signaling opportunities in sectors like IT, healthcare, and consumer discretionary. Motilal Oswal has named several stocks to watch in 2025, including HDFC Bank, Bharti Airtel, SBI, L&T, HCL Tech, Mahindra & Mahindra, Zomato, Titan Company, Mankind Pharma, and Dixon Technologies among its large-cap picks. The outlook for these stocks is driven by strong domestic liquidity, solid performance in sectors like banking, telecom, and consumer goods, and their overall resilience despite market fluctuations. Zomato, for instance, is expected to benefit from continued growth in t...

[hfe_template id='11223'] [ad_1] Axis Capital has initiated coverage on several hotel stocks, reflecting optimism about the current upcycle in the Indian hotel industry. The brokerage has given a "Buy" rating to Indian Hotels with a target price of Rs 976 (current price Rs 836), implying a 16% upside. Chalet Hotels has also been rated a "Buy" with a target price of Rs 1,191 (current price Rs 921), offering a potential upside of 29%. Similarly, Juniper Hotels is rated a "Buy" with a target price of Rs 442 (current price Rs 363), indicating a 21% upside. For Lemon Tree, Axis Capital has assigned an "Add" rating with a target price of Rs 153 (current price Rs 142), suggesting a 7% upside. The report highlights that the ongoing upcycle in the hotel industry could sustain for a longer period. While supply addition is forecasted to grow at a 9% CAGR between FY24 and FY27, demand growth is expected to outpace it at 12%.This demand growth ...

[hfe_template id='11223'] [ad_1] The Indian market is likely to edge higher on Monday, tracking positive global cues. The Nifty futures closed negative, with losses of 0.97% at 24,215 levels on Friday. On the options front, the maximum Call OI is placed at 25,000, followed by the 24,500 strikes, while the maximum Put OI is at 23,500 and then at 24,000 strikes. Call writing is observed at the 24,300 and 24,200 strikes, while Put writing is seen at the 23,800 and 23,900 strikes. “Options data suggests a broader trading range between the 23,800 and 24,500 zones, with an immediate range between the 24,000 and 24,400 levels,” said Chandan Taparia, Head of Equity Derivatives & Technicals, Wealth Management, MOFSL. “Nifty formed a bearish candle on the daily chart on Friday and has been making lower highs for the last four sessions. It formed a bearish candle and experienced a breakdown on a weekly basis,” he added.“Now, as long as Nifty holds below the 24,250 zones, weakne...

[hfe_template id='11223'] [ad_1] Tata Group patriarch Ratan Tata, who passed away last night at the age of 86, added enough zeros to the salt-to-software conglomerate's balance sheets for revenues to pole-vault 46 times to Rs 4.75 lakh crore in his 21 years of chairmanship which ended in 2012. The tycoon took over the reins of the Tata Group in 1991 after his uncle, the legendary JRD Tata, stepped down and named Ratan Tata as his successor. The Ratan Tata years saw the diversified conglomerate transforming itself with ambitious new ventures and international expansion. The Tata Group's profit during this period surged 51 times to over Rs 33,500 crore. Unsurprisingly, the firm's market capitalization also grew 33 times during this time. The Tata Group remains a favorite among investors on Dalal Street, having added Rs 22,42,391 crore to its market capitalization in the last five years alone—a jump from Rs 10,74,994 crore to Rs 33,17,385 crore. It was under Rat...

[hfe_template id='11223'] [ad_1] The Indian hospitality industry is poised for a significant recovery in 2QFY25, following a subdued 1QFY25 that was hampered by transient factors like general elections, intense heat waves, and fewer auspicious wedding days. According to data from HVS Anarock, the industry’s RevPAR (Revenue per Available Room) remained flat YoY in 1QFY25. This was due to a modest 2% YoY increase in ARR (Average Room Rates), which was negated by a 170 basis points drop in occupancy. The decline in occupancy was further influenced by reduced air traffic growth—domestic air passengers grew only 4% YoY to 40.3 million—and diminished MICE (Meetings, Incentives, Conferences, and Exhibitions) activities. Despite these challenges, the industry is set for robust growth in the coming quarters. RevPAR is expected to increase by 9-11% YoY in 2QFY25, driven by a 7-9% YoY rise in ARR. Several factors underpin this positive outlook. Firstly, there is considerable pent-u...

[hfe_template id='11223'] [ad_1] Indian equity indices witnessed heavy selloff on Friday, weighed down by banking stocks, as traders anticipated the US jobs report for clues on the Federal Reserve's interest rate policy. The BSE Sensex fell by 800 points or nearly 1% to 81,400, while the Nifty50 dipped below the 25,000 mark, falling by 260 points or 1% to 24,890 in morning trade. Analyst Sudeep Shah, Deputy Vice President and Head of Technical & Derivatives Research at SBI Securities, suggests how one should trade stocks that were in focus in the previous trading sessions based on derivative and technical data: Indian Hotels sees strong rebound from support zone The stock of The Indian Hotels Co. broke out of a Symmetrical Triangle on August 26, reaching a high of Rs 669.80 before entering a consolidation phase. During this period, it successfully retested the breakout level, establishing a solid base near that zone. The stock has since resumed its upward momentu...

[hfe_template id='11223'] [ad_1] The Budget week has not sparked any significant excitement in the market as the government measures were both populist and prudent. The increase in short- and long-term capital gains taxes added to the volatility. During the week, as many as 132 smallcap stocks delivered double digit weekly returns with eight of them offering over 25% returns. Antony Waste Handling Cell was the top gainer in the smallcap pack with 49.4% return, followed by MTNL (40%), Bhagiradha Chemicals and Industries (35.4%), and PC Jewellers (27.5%). About 12 stocks including Indian Hume Pipe, GHCL Textile, Thyrocare Technologies, Associated Alcohols, Associated Alcohols, RSWM, Ambika Cotton Mills, IFCI among others have offered returns between 20-25% during the week. In the midcap segment, five stocks including IDBI Bank, Indian Hotels, Hindustan Petroleum Corp, among others have risen in double digits. While IDBI Bank has gained 17.21%, Indian Hotels and Hindustan P...