Two Trades for Today: Two railways stocks, one for an over 8% surge, and another for almost 7% upmove
The markets had a range-bound session wherein it gradually trended higher to end Wednesday day with modest gains. The Nifty saw a positive start to the day; it formed its low point in the first hour of the session. After that, though the Nifty remained on a mildly rising trajectory, it remained largely range-bound. While maintaining modest gains, the headline index closed with a gain of 77.70 points (+0.32%).The railway stocks have formed a
FONT SIZE
SAVE
PRINT
COMMENT
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Mint
36 minutes ago
- Mint
Stock Market Strategy: InCred Equities lists 21 stocks to buy this June
Even as benchmark indices like the Sensex and Nifty have managed to notch up returns of approximately 4 percent in calendar year 2025, Indian equity markets have remained volatile amid rising global trade tensions and domestic geopolitical concerns. The broader market has presented a mixed picture, with the Nifty Midcap 100 index gaining around 1.4 percent, while the Nifty Smallcap index has declined 2.7 percent year-to-date. In this backdrop, domestic brokerage firm InCred Equities has released its latest list of stock ideas for June 2025. The firm has adopted a selective and risk-aware approach, recommending 21 stocks with an 'Add' rating and advising investors to trim exposure in three others. According to InCred Equities, two macroeconomic indicators could offer near-term support to equity markets: a favourable monsoon forecast and robust GVA growth. The India Meteorological Department (IMD) has projected above-normal rainfall this year—106 percent of the long-period average—which bodes well for agriculture, rural demand, and consumer sentiment. While the southwest monsoon hit Kerala earlier than usual, further progress is expected to pause until June 10. On the economic front, the National Statistical Office (NSO) reported a 6.8 percent year-on-year growth in real Gross Value Added (GVA) during Q4FY25—the fastest in the last four quarters. This was driven by strong agricultural performance, and InCred expects India's GDP growth to maintain momentum with support from stable crude oil prices and improved rural prospects. Corporate earnings also stayed on track. As per CMIE data, PAT for nearly 4,000 listed firms grew by 9 percent Y-o-Y in Q4FY25, mirroring the previous quarter's performance. Meanwhile, Nifty50 companies posted a 5 percent Y-o-Y EPS growth, slightly surpassing Bloomberg consensus estimates. For June 2025, InCred Equities has provided a comprehensive segment-wise list of stock recommendations: The brokerage has suggested adding nine largecap stocks, including HDFC Bank, Tata Consultancy Services (TCS), and Bajaj Finance. Others include Maruti Suzuki, Axis Bank, UltraTech Cement, Bajaj Auto, Shriram Finance, and Lupin. However, it has 'reduce' call on two largecaps due to valuation concerns and near-term headwinds - InterGlobe Aviation and Tata Steel. Four midcap stocks have been assigned an 'Add' rating, including Ajanta Pharma, Petronet LNG, Concor and UPL. Technical indicators also support UPL's momentum in the current environment. A more aggressive stance was taken in the smallcap space, with eight stocks receiving an 'Add' rating. Notable mentions include Birla Corporation, Ethos, and Skipper. However, Clean Science and Technology was downgraded to 'Reduce' based on fundamental pressures. Others include Deepak Fertilisers, Thyrocare Tech, TCPL packaging, Camlin Fine Sciences, and Globus Spirits. Camlin Fine Sciences was added to the list after signs of stabilization in its vanillin plant and the imposition of anti-dumping duties in the US, which are expected to improve its profitability outlook. Adani Ports and Special Economic Zone was removed from the list as its market price neared InCred's target, prompting a profit booking recommendation. Cipla was also dropped due to margin pressure stemming from product mix-related issues. Other technical trend-favoured stocks included UPL, Skipper, and Petronet LNG, where chart setups supported potential upside. In conclusion, InCred Equities' June 2025 strategy reflects a balanced stance amid macroeconomic positives and geopolitical uncertainties. The brokerage's cautious optimism is shaped by early monsoon signals, strong GVA numbers, and steady earnings growth. With 21 stocks receiving an 'Add' rating and a preference for select opportunities across market capitalizations, the list aims to help investors navigate the current volatility while maintaining exposure to long-term growth stories. As global cues continue to influence domestic sentiment, stock selection and disciplined allocation remain key to portfolio outperformance. Disclaimer: The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.
Time of India
an hour ago
- Time of India
RBI's Rs 2.5 lakh crore masterstroke! Why bank stocks are smiling despite NIM pain
While RBI's jumbo 50 basis point rate cut was good news for not just those paying home loan EMIs but also all other borrowers, it raised immediate concerns over pressure on net interest margins (NIM) of banks. But Governor Sanjay Malhotra 's Rs 2.5 lakh crore helpline of a 100 bps cut in the Cash Reserve Ratio (CRR) turned the tide for lenders. Nifty Bank surged 1.5%, hitting a new record, with IDFC First Bank, Axis Bank , and AU Small Finance Bank rallying up to 5.5%. Among heavyweights, HDFC Bank rose 2%, while SBI added around 1%. NBFCs outperformed, with Cholamandalam Finance, Shriram Finance , and Bajaj Finance up 4-5%, as falling rates tend to benefit non-bank lenders more. 'The big rate cut will impact bank margins in the near term. However, the credit growth that this rate cut will hopefully stimulate will compensate for the dip in margins,' said Dr. VK Vijayakumar, Chief Investment Strategist at Geojit Investments. The RBI's move to reduce CRR by 100 bps over four tranches starting September 6, 2025, is expected to inject Rs 2.5 lakh crore into the banking system. Analysts say this will significantly improve system liquidity and offset the NIM squeeze caused by falling lending rates. 'This move is likely to enhance liquidity in the system, making borrowing cheaper and encouraging companies to pursue capital expenditure,' said Divam Sharma, Founder of Green Portfolio PMS. 'With FPI inflows slowing down, this infusion of liquidity is a timely and welcome move.' Also read | RBI's bazooka sends Sensex, Nifty soaring. What does it mean for stock market investors The CRR cut, by lowering the required reserves banks must hold, will improve banks' lending capacity, ease funding costs, and ultimately support credit growth, just when consumption and capex demand are poised to recover. 'By lowering both the price (repo) and quantity (CRR) of money, the RBI has flattened the transmission curve,' said Arsh Mogre, Economist at PL Capital. 'The CRR cut in particular offsets short-term pressures on bank margins from lower rates.' At a time when monetary transmission has often been patchy, experts say this combo-move—a rate cut plus liquidity easing—could finally push banks to pass on the benefits more effectively. 'The rate cut's impact hinges critically on how effectively banks and financial institutions pass them on to end borrowers,' said Dr. Bharath Supra, Associate Professor – Finance at SBM, Navi Mumbai. 'Without stronger transmission mechanisms, the RBI's monetary easing may not translate into actual credit growth or consumer spending.' RBI's decision to front-load rate cuts, while switching to a neutral stance, indicates caution. But many experts see room for at least one more cut—if inflation remains under control. 'If inflation stays below 4% in H2FY26 and transmission visibly improves, there is still scope for another 25 bps cut before year-end,' added Mogre. 'This is not business-as-usual monetary policy,' Mogre emphasized. 'It's a deliberate realignment based on a rare convergence: falling inflation, stable external accounts, and the need to pre-empt global slowdown spillovers.' From a sectoral perspective, the banking sector looks well-positioned to benefit in the medium term despite short-term pressures. 'Tailwinds for NIMs from improving systemic liquidity and deposit rate cuts are visible,' said Naveen Kulkarni, CIO at Axis Securities PMS. However, he said, even as H1FY26 will see a more pronounced impact of the rate cut on NIMs, some respite is expected over H2FY26. 'Asset quality concern appears to be steadily waning with unsecured segment stress showing gradual signs of stability, while the secured segment asset quality continues to hold up well. At present, we would prefer banks with promising growth prospects, healthy deposit franchises, stable asset quality metrics and strong and steady management teams. We continue to prefer the larger private banks and our picks would be HDFC Bank, ICICI Bank and Kotak Bank amongst the larger private banks and City Union Bank amongst the mid-sized banks'.
Time of India
2 hours ago
- Time of India
Sensex rises! These stocks are up over 10% on BSE
NEW DELHI: Quite a few stocks rose in excess of 10% on BSE as domestic equity indices, BSE Sensex and NSE Nifty, traded in the green on Friday amid buying in frontline bluechip that rallied over 10% included, Dhunseri Tea(13.93%), MIC Electronics(13.30%), Mauria Udyog(13.03%), S S Organic(12.72%), Rishabh Digha(12.65%), Citadel Realty(12.38%), Ajcon Global(12.15%), NPR Finance(12.05%), Indef Manufacturing(11.76%) and Permanent Magnets(11.00%).The 30-share Sensex traded 685.37 points up at 82127.41, while the 50-share Nifty index rose 218.25 points to the Nifty 50 index, 43 stocks traded in the green, while 7 stocks were in the such as Reliable Ventures India Indef Manufacturing and Choksi Labs hit their fresh 52-week high, while Khadim India MPIL Corp , Yarn Syndicate(PP), Pulsar International and Archana Software touched their new 52-week low in trade.
