Market Bizzz

ETMarkets collated a list of recommendations from top brokerage firms from ETNow and other sources for the year 2025.

The promoter group’s stake will fall to around 80% after the IPO from nearly 92%. The company operates in a niche segment with high growth potential. It has among the highest margins and returns ratios in its areas of operation. Given these factors, investors may consider the IPO.

As long as the stock is priced above the 200-day SMA on the daily time frame, it is generally considered to be an overall uptrend.

Devang Mehta, Director of Spark Private Wealth, highlights a shift from conventional to non-conventional businesses in India’s benchmark indices. He suggests focusing on innovative companies in sectors like manufacturing, engineering, and capex, particularly power automation and renewables. He also notes the potential of recent IPOs like Swiggy and companies crucial for India’s growth, such as JSW Infra and Inox India.

Aayush Wellness shares are expected to draw attention on Tuesday, as the company has set December 26 as the record date to identify eligible shareholders for its bonus share issuance.

India launched an investigation into a potential surge in steel flat product imports following a complaint by the Indian Steel Association. The association, representing major steel producers, alleges harm to the domestic industry and seeks safeguard duties. The probe covers various steel products and will examine imports from October 2023 to September 2024, with a possible 20% safeguard duty considered.

Ultratech Cement’s bid to acquire a significant stake in The India Cements has received a green light from the Competition Commission of India (CCI). The acquisition involves a primary purchase and an open offer, totaling a potential 32.72% stake. While Ultratech Cement’s stock has seen fluctuations recently, this development could impact its trajectory.

Piramal Enterprises’ board has approved raising up to ₹2,000 crore via NCDs. The fundraising will occur in tranches, with each debenture having a face value of ₹1,000. The company’s shares, which yielded 23% returns over the past year and 17% in 2024 so far, closed 2.5% lower at ₹1,093.65 on Friday.

Indian markets exhibit weakness, with the Nifty and Bank Nifty facing selling pressure. FMCG stocks underperform, and sectors like banking remain weak pending broader market recovery. IT, pharma, and real estate show relative strength. Analysts recommend selling Hero MotoCorp, buying United Breweries, and buying Dr. Reddy’s.

“Several factors contributed to this surge in Investor interest, including the US Federal Reserve’s rate cuts, escalating geopolitical tensions, and unprecedented demand from central banks.”