AUTOMOBILE SOFTWARE SOLUTIONS
Multibagger or IBC (Series: AA 125), Part 5: This company, at the right place at the right time
In its 2017-18 annual report, this company stated: “The future belongs to Electric vehicles (EVs), and LEDs will be significantly efficient on these vehicles” and that “plans are on the anvil to localise products (for EVs)”. The 2021-22 annual report shows it was not all tall talk. The company, it said, had set up a “state-of-the-art electronics plant in Bawal, Haryana, where [it] will manufacture cutting-edge electronic components and technology software – focusing on developing EV components. Cut to Q3FY25: 33% of its total order book of Rs. 2,600 crore comes from EVs.
Sometimes it is better to just ‘Hold’ stocks for wealth creation: 9 large- and mid-cap stocks with upside potential of up to 48%
It is possible that you will be confronted with this question a few months down the line: Should I sell my stocks or average out by buying more? Pretty much the same situation we saw in February, when it appeared as if the Indian market was witnessing a never-ending correction. But that did not happen, did it? Now, just like the FOMO in terms of buying, there is something called panic selling. It needs to be avoided as it is the bigger enemy of wealth creation. So, it is better to hold good quality businesses, and let the storm pass.
A bigger and cleaner play on economic recovery: 10 logistics stocks with an upside potential of more than 43%
At this point of time, everyone is talking about the slowing economy. A smart investor on the street, however, will be thinking of what to do when recovery begins. Why? Because, by the time everyone starts talking about a recovery, stock prices would have already moved ahead. Logistics is a sector which is a direct play on the economic growth of a country. The reason: If the economy is doing well, more goods will be produced and they will have to be transported. And that is why, in large and developed economies, logistics companies form part of a very important Transportation Index.
The Resurgence of the IT Sector: A Bright Future Ahead
The IT sector is witnessing a positive turnaround with increased hiring and global tech spending, driven by digital transformation and emerging technologies. This article delves into the sector's growth trajectory and highlights key companies poised for significant upside potential.
Defence stocks: Better to own one or two, or a whole basket? 18 stocks from the defence ecosystem
Given the evolving situation at the India-Pakistan border, defence stocks are again in the limelight. In the last 10 years, the government’s defence policy has been focused on indigenous production and supply chains. That policy push has meant that there are many private companies in the defence space that have grown in size. It is likely that, even if we don't see a flare-up at the border, the underlying tensions will continue; and that means the defence policy push will continue as is. But rather than focusing on one or two stocks, it is perhaps better to own a whole bucket of stocks.
These large- and mid-cap stocks can give more than 30% return in 1 year, according to analysts
There are two ways to approach the stock markets when there is a high element of uncertainty. One, sit it out. Or two, learn how to navigate volatility. If you are focused on learning how to navigate volatility, then you should also focus on diversification. A smart approach is to identify businesses with strong fundamentals, long-term growth potential, and the ability to adapt to global shifts which will gather strength in the years to come.
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These mid-cap stocks with ‘strong buy’ & ‘buy’ recos can rally over 35%, according to analysts
After five months of cooling off in the mid-cap segment, can we say valuations are fairly priced? The answer is no. But does it mean that we should avoid this segment? The answer is, again, no. The reason: We are at a stage where, rather than broad-brushing, it is better to adopt a sector-by-sector and stock-by-stock approach. If the Nifty and market breadth stay positive in the coming trading sessions, it is likely we will see mid-caps gaining strength. It may also probably signal the end of this phase of correction.
KPIT Tech logs 49% Q4 YoY net profit growth at Rs 244.7 crore
Revenue for the mid-tier software solutions provider grew at a lower 16% on-year, on degrowth in Europe and softness in commercial vehicle and passenger car segments.
These large- and mid-cap stocks can give more than 27% return in 1 year, according to analysts
If you look at the overall performance of the market over the past few months, it is undeniable that there have been phases where large-caps have underperformed while mid-caps have outperformed, and vice-versa. In this context, it would probably be better to have a combination of large- and mid-cap stocks in your long-term investing portfolio. As well as your trading portfolio. Because, whether we like it or not, the fact is that the volatility quotient of the market is likely to remain high over the next couple of months. The bias in India, however, may turn out to be bullish. Especially if the Q4 earnings continue to please the market.
What’s in store for the rest of 2025? The answer may be in what managements of these 30 companies say in the next 42 days
Do you remember how the current market correction was sparked in late September 2024? By the statement of a senior auto executive who mentioned that festive season sales were not as per expectation. The street was smart enough to take the hint, and we saw what happened in the Q3 earnings season. As the Q4 earnings season kickstarts, you need to keep an eye on the numbers of this set of companies. More importantly, listen carefully to what their managements say. Because, for one, they have first-hand knowledge of what is happening in their industries. And, collectively, what they say will throw light on what is happening in the economy. Now, the list of companies is long. But then, who said making money in the market is easy.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 30%
As the dollar index declines, most emerging markets are seeing some sort of a bounce-back. While there is nothing wrong in changing your stance from bearish to neutral, it would be better to be wary of some of the street narratives which are likely to come, one of them being about the paint industry. Also, because there is a fair amount of uncertainty for companies that have relationships with global trade, either as exporters or needing raw material from other countries, it would be better to stick to ones that are focused on the domestic market.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
The markets will do what they are supposed to do when a New World Order is being written. No one can control it. So, if volatility is forcing you to make decisions that you regret the next day, stay away from the markets. Or, focus on a few things as an investor. One, ignore short-term market movements. Two, evaluate the sectors and businesses behind the stocks you own or plan to own. There is no better time to do this exercise than when the earning season kicks off. While Trump-induced volatility will continue, what finally matters is earnings. So, focus on earning and diversifying your portfolio.
Kalpraj Dharamshi on lessons to learn from Rakesh Jhunjhunwala, Radhakishan Damani
Kalpraj Dharamshi reflects on his market journey since the 1980s, learning from industry giants like Rakesh Jhunjhunwala and Radhakishan Damani. He shares insights on evolving as an investor, emphasizing the importance of conviction, learning from market veterans, and adapting investment strategies. Dharamshi highlights the transformative impact of company fundamentals and market dynamics on successful investing.
Trump is about to bet the economy on a theory that makes no sense
The tariffs could damage the global trading system and empower China, while increasing costs for American consumers and businesses.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 26%
Remember this lesson from history: When the market begins recovering after a corrective phase, as is happening these days, it is led by stocks of good businesses with managements that have dealt with all kinds of adversity. So, focus on the business you are buying. Because, what happened in the last six months will be repeated. Another thing to be taken into consideration: FPI selling has slowed; in fact, they have been net buyers on some days. But given that we may see higher volatility in the global market due to the unwinding of AI trade, it might be better to be cautious. Again, some of the decline could be due to some of the large IT stocks which might skew the movement of the indices.
One index which better reflects undercurrent of the economy & should be watched before Nifty
As a country, we are obsessed with the Nifty50, Bank Nifty, and the Nifty Midcap Index. We don't bother to look at other indices. Of course, many are not worth looking at because they are there just for the sake of it. But there is one that probably meets, to some extent, the purpose of an index as an indicator of the “health of the economy”. How so? Consider its constituents: A company making HCV/LCVs; a port operator straddling the western and eastern coasts of India; a container company; a tyre company; a railway ticketing platform; an auto ancillary firm; a passenger car company; and many others. How do these companies reflect the health of the economy?
These large- and mid-cap stocks can give more than 21% return in 1 year, according to analysts
Historically, stock market recoveries have been led by large-caps. While this is both normal and logical for recoveries, there have been phases in the last six years when they have been led by mid-caps; or, at times, by both segments in sync. This is because, in recent times, much institutional and retail money through mutual funds have moved into mid-caps. So, as institutional interest revives after a correction, it tends to flow to mid-caps as well. So, having a basket of large- and mid-cap stocks would be better because at different points of time each might be doing well.
Shariah Index: It throws light on the Indian economy and offers many investing lessons, more than the name suggests
Did you know that there are three Shariah law-compliant indices in India? Not surprisingly, these indices do not have companies which have interest as an element of income. Also, they do not have companies from certain sectors. Liquor, for instance. What is not commonly known is that, even if a company's core business is Shariah-compliant, its financial structure must also comply with Shariah rules. And what is surprising is that one of the ratios which Shariah law asks you to look at is the debt-to-asset ratio. But is religion-based investing better than secular investing? Let’s find out.
Together’s AI fund; IT deals’ proactive renewals
Happy Monday! Freshworks founder Girish Mathrubootham’s VC firm Together is eyeing the final close of its AI-focussed fund. This and more in today’s ETtech Morning Dispatch.
Drive ahead: Emerging road for EV supply chain
This article discusses the challenges faced by automakers as they navigate the transition to electric vehicles (EVs). With the increasing share of EVs on the roads, there is a need to strengthen the EV supply chain. Automakers are now considering whether to build critical components in-house or rely on suppliers. The growth of the EV industry in India is projected to reach $40 billion by 2030, making the build versus buy decision crucial. As EVs become more intelligent, software companies are playing a key role in providing innovative solutions. The government's target of 80% electrification for two-wheelers and three-wheelers by 2030 adds to the challenge. India's IT industry can contribute to the development of software solutions for EVs, including infotainment and vehicle security.
Huawei approaches Audi, Mercedes on smart car investment
The move is aimed at expanding its partnerships beyond Chinese brands, they said. Huawei, the target of U.S. sanctions since 2019, also hopes the presence of foreign investors would help defend the business from potential further geopolitical tensions, according to one of the sources who was briefed on the matter.
KPIT identifies key acquisition areas for long-term growth
The company is working on long-term monetisation solutions for customers, like ecommerce through connected cars, and this is another area where it may look at acquisitions in the future.
MG Motor ties up with Jio for connected features in its upcoming mid-size SUV
Customers of MG's upcoming mid-size SUV will benefit from Jio's widespread internet outreach, along with the connectivity, not only in metros but also in small towns and rural areas, MG Motor said in a statement.
Freshworks ties up with OrangeOne Corp for Japanese expansion
Freshworks is on a spree expanding in the Asia-Pacific region, too, doubling its customer base in the region over the last two years.
Unicorn India invests in Inntot Technologies
Inntot typically charges an upfront licensing fee from OEMs along with a royalty per piece sold of radio with its solution loaded onto it.
BlackBerry looks to woo IT and auto companies to QNX platform for in-built car infotainment solutions
QNX is a BlackBerry subsidiary that offers various software platforms such as OS, wireless framework, in-car apps, acoustics software for active noise control.
Software solution companies working to make automobiles smarter
Cars could 'talk' to other cars to avoid potential collisions and electric vehicles will know how fast they must charge depending on the time you have left before you head to work.
Software solution companies working to make automobiles smarter
Cars could 'talk' to other cars to avoid potential collisions and electric vehicles will know how fast they must charge depending on the time you have left before you head to work.
NeST-EASi tie-up for auto solutions
Electronics hardware and software services player Network Systems and Technologies (NeST) has partnered Michigan-based EASi, a leader in vehicle product engineering, to develop integrated solutions for the automobile industry.
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