cyclicals

SBI, Godrej Consumer top buys post Q4 results; could give 13-17% upside in 1 year

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The corporate earnings scorecard for 4QFY24 has been in line so far. The earnings spread has been decent, with 70% of our Coverage Universe either meeting or exceeding profit expectations. However, growth has primarily been led by the BFSI and Automobile sectors. The earnings growth was fuelled by the domestic cyclicals, such as BFSI and … Read more

Q3 Review: Siemens, SBI among top 2 stocks that could give 12-14% return in next 12 months

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The 3QFY24 corporate earnings ended on a strong note, with widespread outperformance across aggregates, driven by continued margin tailwinds. Domestic cyclicals such as Autos and Financials, along with global cyclicals (i.e., Metals and O&G) drove the beat. Technology posted a marginal decline in earnings, its first in 26 quarters. The aggregate earnings of the MOFSL … Read more