Discover and read the best of Twitter Threads about #CNBCTv18Market
Most recents (24)
#CNBCTV18Market | Co targets 300 bps EBITDA margin expansion for PV business, see the quantum of PLI scheme tailwinds to EV profitability: GS on Tata Motors 
#CNBCTV18Market | UBS gives sell rating on Tata Motors, co aims for near zero net debt in India ops by FY25 despite ₹8,000 cr capex in FY24
#CNBCTV18Market | CV segment growth should moderate in FY24, co stands to benefit from Tata Group’s foray into cell manufacturing: JPMorgan on Tata Motors
#CNBCTV18Market | Nomura downgrades BHEL to reduce, cuts EBITDA est by 13%/4% for FY24/25 to factor in delayed order inflow & weak margin
#CNBCTV18Market | Assessing JLR EV roadmap heading into 2023 Investor day on June 12, JLR's long-term DCF indicates a valuation of $7 bn within co’s current market cap of $24 bn: GS On Tata Motors
#CNBCTV18Market | MS gives an overweight rating on Delhivery, reiterates good long-term growth prospects along with key competitive moats
#CNBCTV18Market | MS gives overweight rating on Prestige Estates, says contribution from non-Bengaluru markets should increase
#CNBCTV18Market | MS gives equal-weight rating on Trent, says working capital days were lower in FY23, led mainly by lower inventory days
#CNBCTV18Market | MS gives underweight rating on MCX, says average daily traded value key driver of company’s profits and share price
#CNBCTV18Market | HSBC upgrades Torrent Pharma to buy rating from hold, raises target, says healthy performance in key markets like India and Brazil
#CNBCTV18Market | 'Indian companies have garnered $700 m Revlimid sales, expect future to be better. Expect sales totalling over $4 bn till January 2026 given high profitability,' says Investec on Pharma Companies
#CNBCTV18Market | Jefferies give buy rating on Apollo Hospitals, says Revenue & EBITDA miss came on lower occupancy in hospitals divisions and higher losses in Apollo 24/7
#CNBCTV18Market | CLSA gives underperform rating on Info Edge, says demand undercurrents are strong in real estate & education business
#CNBCTV18Market | GS gives sell rating on Sun Pharma, says company expects R&D costs to inch higher as patient enrollments for its clinical trials pick up
#CNBCTV18Market | Nomura gives buy rating on Exide, raises FY23 revenue estimate by 10% to factor in higher H1FY23 run-rate
#CNBCTV18Market | Goldman Sachs gives a buy call on Biocon, says Q2 broadly below estimate, from a profitability standpoint. Sales/EBITDA grew 26%/6% YoY respectively
#CNBCTV18Market | CLSA gives buy call on PB Fintech, adds 'expect an above 10% CAGR in broader insurance industry over 15 yrs. Company key beneficiary of growing share of online insurance distribution
#CNBCTV18Market | Citi gives a buy call on Apollo Tyres, says Q2FY23 results ahead of estimates; outlook mixed. Consolidated earnings estimates increased by 5-11% over FY23-25
#CNBCTV18Market | Macquarie gives underperform rating on Paytm, says new norms also allow limited data sharing between banks & fintech partners
#CNBCTV18Market | Macquarie gives underperform rating on Pidilite, sees margin risk; concern on demand growth weighing on performance
#CNBCTV18Market | CS gives neutral rating on Power Grid, says combination of valuation and growth may still be relatively weak
#CNBCTV18Market | CLSA see Godrej Cons likely to report 8% topline growth with 10% growth in India & 6% in Intl business
#CNBCTV18Market | Citi gives buy rating on Titan, says there is likely improvement in demand & market share gain story is far from over
#CNBCTV18Market | Citi gives overweight rating on Titan, says Q1 trends strong with broad-based YoY growth across segments
#CNBCTV18Market | MS gives overweight rating on Bajaj Finance, says healthy core AUM growth, highest customer acquisition ever
#CNBCTV18Market | Bernstein gives outperform rating on Bajaj Finance, says company delivered a healthy performance driven by strong balancesheet growth
#CNBCTV18Market | CLSA gives sell rating on Bajaj Finance, says AUM growth will sustainably slow down given its large customer base
#CNBCTV18Market | 'Remain cautious, further cuts in consensus earnings likely if coal prices stay high. Multiple expansion for large caps looks difficult,' says JPMorgan on Cement
#CNBCTV18Market | RBI’s approval is a big step towards completion of the merger process, says CLSA on HDFC-HDFC Bank merger
#CNBCTV18Market | Jefferies gives buy rating on Dr Reddy's, says medium-term double-digit revenue growth achievable with 25% EBITDA/25% RoCE
#CNBCTV18Market | Morgan Stanley gives overweight call on HDFC Bank, sees continued market share gains for company. Big surprise seen in HDFC Bank’s corporate banking relative to our estimates says MS
#CNBCTV18Market | Citi gives buy rating to HDFC Bank, sees reported loan growth of 21% YoY, 1st quarter of loan growth >20% since Q1FY21 for company
#CNBCTV18Market | Citi gives neutral rating to Asian Paints, sees strengthening presence in home decor of company
#CNBCTV18Market | Credit Suisse on RBI Policy: As expected, MPC kept rates unchanged, tweaked growth/ inflation forecasts a bit. While stance remains 'accommodative', bulk of overnight surpluses has shifted to VRRR
#CNBCTV18Market | Citi maintains its view of limited upside, December 2022 Nifty target at 17,500. Says, post the big upgrade cycle in Q3/Q4, consensus estimates have been unchanged
#CNBCTV18Market | Citi on RBI Policy: It strongly reiterated its growth bias in policy as the omicron variant poses risks. Have pushed Normalisation’ trajectory further out into 2022
#CNBCTV18Market | JPMorgan on steel: There are signs of policy easing in China. Exports could further reduce driving regional HRC prices higher
#CNBCTV18Market | Morgan Stanley on Life Insurance: SBI Life continued to gain market share & is our top pick. ICICI Pru's growth for the month was relatively muted
#CNBCTV18Market | Credit Suisse maintains outperform on IndiGo, says continued strong yields & traffic may turn quarter profitable
“For reasons I have never understood, people like to hear that the world is going to hell.”
~Historian Deirdre McCloskey
#IndusInd vs #Titan
I just want to show a live comparison today how #CNBCTV18Market or #ETnow or across the world media companies are more pessimistic
~Historian Deirdre McCloskey
#IndusInd vs #Titan
I just want to show a live comparison today how #CNBCTV18Market or #ETnow or across the world media companies are more pessimistic
#Titan is an optimistic story, India’s own success story a brand built on trust doing a roaring sales, India just had historic Deepavali sales couple of shades less than $20 billion which is massive #titan will be major beneficiary vs #IndusIndbank May be an accounting issue
But the #media house’s majorly focused entire day on #IndusindBank #banknifty correcting over 700 points before people realised that #sbi and all psu banks #ICICI has delivered a stellar results
Bank nifty might close in big + today and guys who are listening to the TV loose big
Bank nifty might close in big + today and guys who are listening to the TV loose big
#MarketAtClose | #Sensex & #Nifty end flat but at record closing highs. Banks outperform with Nifty Bank gaining nearly 1%.
Market breadth favours declines; advance-decline ratio at 4:5
#CNBCTV18Market
Market breadth favours declines; advance-decline ratio at 4:5
#CNBCTV18Market
#MarketAtClose | Midcap index gains 9 pts to 30,152, Indian Hotels & AU Bank top gainers. 5 Nifty stocks hit record highs in Monday’s session
Here are the top index gainers today
Here are the top index gainers today
#MarketAtClose | IT stocks drag while autos, banks & Reliance lend support. Reliance surges to record high with market cap crossing Rs 17 lakh cr
Here are the top index losers today
Here are the top index losers today
#CNBCTV18Market | Macquarie has an OUTPERFORM call on Axis Bank, target at Rs 780/sh
#CNBCTV18Market | Jefferies maintains BUY call on Axis Bank, target raised to Rs 910/sh
#CNBCTV18Market | Credit Suisse maintains OUTPERFORM call on Axis Bank, target at Rs 880/sh
#CNBCTV18Market | RBI yesterday capped MD & CEO tenures. CLSA says Kotak Mahindra Bank will be the most impacted entity by these rules
#CNBCTV18Market | JPMorgan feels the new rules by RBI is a positive for governance architecture but could dissuade license aspirants
#CNBCTV18Market | Nomura says RBI's rule w.r.t cap on tenure will impact Kotak Mahindra Bank
#CNBCTV18Market | Morgan Stanley maintains OVERWEIGHT stance on ICICI Bank, target at Rs 850/Sh
#CNBCTV18Market | Morgan Stanley maintains OVERWEIGHT call on M&M Fin, target cut to Rs 240/sh from Rs 255/sh
#CNBCTV18Market | Credit Suisse has an OUTPERFORM call on ICICI Bank
#CNBCTV18Market | CLSA maintains BUY call on NTPC, target at Rs 150/sh
#CNBCTV18Market | CLSA says the uptick in cement prices is fairly priced in, further uptick hinges on earnings trajectory. Profitablity of cement cos would be key, given the expensive valuations
#CNBCTV18Market | Jefferies says the building materials sector is on-course to report another strong quarter
#CNBCTV18Market | CLSA says strength of deal activity is in-line with recent commentaries by Indian IT cos
#CNBCTV18Market | Top large cap picks in the IT space for Macquarie are Infosys & HCL Tech
#CNBCTV18Market | Citi raises FY22 EBITDA estimate by 12-20% for JSW Steel, JSPL & SAIL
#CNBCTV18Market | CLSA has a BUY call on Dr Reddy's, target price at Rs 5,830/Sh
#CNBCTV18Market | CLSA says the proposed US corporate tax rate hike is unlikely to affect demand
#CNBCTV18Market | Trading extended till 5 PM: NSE Official
#CNBCTV18Market | NSE pre-opening session will start at 3.30 pm & normal trade at 3:45 pm
#BudgetWithCNBCTV18 | FM announces voluntary vehicle scrapping policy. Further details for #ScrappagePolicy to be announced shortly
Here are the #StocksInFocus
#Budget2021WithMC
Here are the #StocksInFocus
#Budget2021WithMC
#BudgetWithCNBCTV18 | FM introduces Aatmanirbhar Health Yojana with outlay of Rs 64,180 cr over 6 years. This will strengthen National Centre For Disease Control
Here are the #StocksInFocus
#Budget2021
Here are the #StocksInFocus
#Budget2021
#BudgetWithCNBCTV18 | DM will introduce bill to set up Development Financial Institution providing Rs 20,000 cr
Here are the #StocksInFocus
#Budget2021
Here are the #StocksInFocus
#Budget2021
#CNBCTV18Market | CLSA believes #RBI Working Group's recommendations are pragmatic and non-disruptive. It feels that overall, the recommendations made by the panel are positive for smaller banks & SFBs
#CNBCTV18Market | Here is Jefferies' take on RBI Panel report which was released last week. It believes RBI committee has taken an open-minded approach; recommendations suggest relaxing slew of norms with safeguards.
#CNBCTV18Market | Investec believes changes recommended by RBI panel can have far reaching implications, both positive & negative. RBI is driving the consolidation of banking system; positive for large banks
