valuation

ETMarkets Smart Talk | Financials offer comfort, while discretionary consumption a multi-decade story: Nitin Raheja

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ETMarkets Smart Talk | Financials offer comfort, while discretionary consumption a multi-decade story: Nitin Raheja

“We continue to believe that financials are currently the most attractively priced segment of the market today. The valuations in the sector clearly offer a margin of comfort,” says Nitin Raheja, Executive Director, Julius Baer India. In an interview with ETMarkets, Raheja said: “The other segment that we feel strongly about is discretionary consumption which … Read more

market: Earnings may keep market buoyant amid high valuations: Devender Singhal

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market: Earnings may keep market buoyant amid high valuations: Devender Singhal

“But definitely there are pockets whereby the valuations are far ahead of the fundamentals to various reasons whether there is a frenzy or a low float or something like that,” says Devender Singhal, Kotak Mahindra AMC.Well, I think the market has been toppish for a while and that is what a lot of people have … Read more

SME IPOs: Why SME IPO investors need to tread carefully? Neeraj Dewan explains

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SME IPOs: Why SME IPO investors need to tread carefully? Neeraj Dewan explains

“So, some will burn their fingers and some, based on the awareness exercise, will become aware and start investing in more high-quality names rather than investing in any other second IPO which is coming,” says Neeraj Dewan, Market Expert. Let us get a comment from you also going on this SME hullabaloo. Some are calling … Read more

Fund Manager Talk | Zomato’s turnaround inspiring confidence in other new-age stocks: Arvind Kothari

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Fund Manager Talk | Zomato’s turnaround inspiring confidence in other new-age stocks: Arvind Kothari

Zomato’s success in turning around its financials and its strategic growth initiatives have inspired confidence in the potential of other startups, says Arvind Kothari, smallcase Manager & Founder at Niveshaay.“Additionally, their ability to adapt to market demands, leverage technology, and scale efficiently has further solidified their appeal,” he says when asked to comment on Dalal … Read more

Fund Manager Talk | Sensex @ 81,000: Time to think contrarian, sector rotation likely, says Nimesh Chandan

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Fund Manager Talk | Sensex @ 81,000: Time to think contrarian, sector rotation likely, says Nimesh Chandan

With the post-election and pre-Budget rally taking Sensex towards uncharted zone of 81,000 level, Nimesh Chandan, CIO, Bajaj Finserv AMC, says elevated valuation level is forcing him to think contrarian. “Due to high valuations in certain pockets of the market, we may see some sector rotation by investors in the coming months,” says the Dalal … Read more

Ola Electric IPO: Ola Electric IPO pricing likely at about 25% lower than private valuation of $5.4 billion: sources

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Ola Electric IPO: Ola Electric IPO pricing likely at about 25% lower than private valuation of .4 billion: sources

Ola Electric is expected to launch its public offering for subscription in the next few weeks at a discounted valuation of around $4 billion, a decrease of about a fourth from its last private funding round, multiple people aware of the details said. In September 2023, Ola Electric had snagged a value of $5.4 billion … Read more

Over 1,000 securities not to be accepted as collateral from Aug 1

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Over 1,000 securities not to be accepted as collateral from Aug 1

Starting August 1, stocks such as Adani Power, Yes Bank, Suzlon, Hudco, Bharat Dynamics, Bharti Hexacom, IRB Infrastructure, NBCC, Go Digit, Tata Investment, Paytm, and Inox Wind, among 1,010 securities, will not be accepted as collateral. This change comes as the National Stock Exchange (NSE) revises the criteria for securities eligible as collateral. NSE Clearing … Read more

Promoters: Promoters on a selling spree amid red hot D-Street valuations

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Promoters: Promoters on a selling spree amid red hot D-Street valuations

Mumbai: Promoters of more than 200 companies have cumulatively sold stock worth more than ₹33,000 crore in the past two months, suggesting that valuations have become attractive enough for owners to book returns on part of the equity they hold. As the question of stretched valuations continues to swirl through Dalal Street, promoters seem to … Read more

Nvidia: Nvidia enters correction territory as slump erases $430 billion

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Nvidia: Nvidia enters correction territory as slump erases 0 billion

Nvidia Corp. shares entered correction territory on Monday, as an ongoing selloff erased a historic amount of value for the AI-focused chipmaker. The stock fell 6.7%, its third straight negative session and biggest one-day percentage drop since April. The three-day drop erased about $430 billion from Nvidia’s market capitalization, the biggest three-day value loss for … Read more

markets: Capital goods, defence, railways segment should continue to do well in PSU space: Mihir Vora

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markets: Capital goods, defence, railways segment should continue to do well in PSU space: Mihir Vora

“I think continuity and growth focus are the big positives that I would take away from the election, which means that in terms of the portfolio positioning, etc, apart from some minor tweaks, I do not think we need to change any dramatic view on the portfolio,” says Mihir Vora, CIO, Trust MF. A lot … Read more