Societe Generale recent bets

Morgan Stanley recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

The creamy layer - amongst the top performing stocks

Performance

Seems to be overvalued vs the market average

Valuation

Lagging behind the market in financials growth

Growth

Showing good signs of profitability & efficiency

Profitability

The stock is overpriced but is not in the overbought zone

Current price is more than the intrinsic value

Fundamentals

Good time to consider, stock is not in the overbought zone

Technicals

Entry point

The stock has a moderate number of red flags

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Hasn't fared well - amongst the low performers

Financials growth has been moderate for a few years

Average profitability - not good, not bad

Indian equity markets are currently experiencing a period of uncertainty, with investors closely watching the outcome of the Maharashtra elections and the ongoing Adani Group controversy. Despite this, certain large-cap stocks, including Reliance Industries and select private banks, are seen as attractive investment opportunities due to their oversold status and strong fundamentals.

Reliance oversold; a change at helm in Maharashtra could be negative for market margin: Sandip Sabharwal

Large private sector banks in India are trading like utility stocks, presenting a good investment opportunity. The rural economy is improving, and consumption is expected to recover. Investors can find opportunities in discretionary consumption, industrials, and IT services. Deep tech is a promising sector in India, with potential for new listings and growth.

What to do as large private banks trade like value stocks & utility stocks act like growth stocks? Ridham Desai explains

Private banks are pushing for a reduction in Mudra loan targets, citing concerns about potential stress on MSME loans. While govt data shows low NPAs in the Mudra segment, lenders anticipate a rise in bad loans across the MSME sector in the coming months.

Private Banks seek reduction in Mudra targets

The Employees’ Provident Fund Organisation (EPFO) is poised to relax regulations, enabling more private banks to collect provident funds. This initiative aims to streamline business operations for companies, enhance convenience for subscribers, and expedite fund transfers for the retirement body.

Norms to be eased to let more pvt banks collect PF money from companies

Reserve Bank of India Governor Shaktikanta Das criticized private sector banks for their handling of customer complaints at a Mumbai conference. Das expressed concern over the misclassification of complaints as queries and urged banks to prioritize customer-centricity over profit, emphasizing ethical conduct and robust grievance redressal mechanisms.

Private banks misreporting complaints as queries, says RBI Governor Shaktikanta Das

“It is disheartening to see the nature of some of the complaints and the observations in our inspection reports,” Das said. “There are instances where complaints are misclassified as customer queries. We also come across instances of rejected grievances not being escalated to the internal ombudsman of banks. I would like to urge the boards and their customer service committees to closely look into these aspects to ensure that banks have a genuine commitment to customer centricity.”

Guv raises concerns over nature of complaints against private banks

Market analyst Laurence Balanco predicts the Nifty could reach 37,000 by the end of the decade, driven by a resurgence in private banks. However, he advises caution in the short term, noting a potential double top pattern in the Euro Stoxx 600 and weakness in Indian auto, FMCG, and real estate sectors.

CLSA’s Laurence Balanco sees Nifty at 37,000 plus by end of this decade

Indian stock market expected to be unstable in the coming months. Investors await December quarter earnings for signs of recovery. Experts predict a better second half of the year, particularly in sectors like IT, private banks, and real estate. Auto sector faces challenges, with two-wheelers expected to perform relatively better.

How long will this market correction last? Trideep Bhattacharya answers

“The banking sector has been witnessing consolidation, with HDFC Bank showing notable resilience among the major private banks. Traders can buy for a target of Rs 1950 in the next 1-2 months,” Ajit Mishra – SVP, Research, Religare Broking Ltd., said.

HDFC Bank trading near record highs; time to buy? Ajit Mishra decodes

Gautam Duggad, Head of Research at Motilal Oswal, shares his insights on the shifting landscape of the Indian consumption sector. While reducing their exposure to consumer discretionary stocks, they are finding opportunities in specific areas like jewelry, hotels, and food delivery. Their current focus has shifted towards sectors like IT, private banks, real estate, and industrials.

Why Gautam Duggad is overweight in IT & private bank stocks; down to neutral in consumption

Bank Nifty index down 0.9%, private banks facing more selling pressure, futures may fall to 51,300.

Bank Nifty Prediction today – Nov 7, 2024: Hovering around a support, short if this base is broken

ICICI Prudential Private Banks ETF objective is to provide returns before expenses that closely correspond to the total return of the Nifty Private Bank Index subject to tracking errors