Indian Stock News Channel

Public

Can't Join? @stocknews_live

8.1k Members

Updated: May 29, 2026 at 11:52 PM

Indian Stock News Channel

Want to stay updated with the latest Indian stock news? Got a one-click solution for all your problem From the greatest financial news source Live Alerts🔔 News from the best financial sources For inquiries contact at - @equity_daily

@stocknews_live is a growing community focused on indian and oneclick and related topics

Ranking

Global Ranking

#46938

-2648

Language Ranking

#7304

-142

Category Ranking

#466

-22

Participant Growth (Last 30 Days)

Total: 8.1K

24h growth: +0 0%

Latest Posts

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

MANKIND PHARMA SAYS BSV Deal Is Work in Progress- CNBC TV18

Estimate 4,000 Cr From Internal Accruals For The BSV deal

BSV Also Has Some Non-Core Biz That Will Be Put On The Block

2,170

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

CENTURY TEXTILES UP 9%

To meet C-Worldwide Asset Management (Denmark) on September 5

2,170

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

📷 Photo

2,340

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

📷 Photo

2,100

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

IndocoRemedies receives final ANDA approval from USFDA for Lofexidine Tablets used to manage opioid withdrawal symptoms (e.g., sick feeling, stomach cramps, muscle spasms

2,120

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

TataMotors signs MoU with Delta Electronics & Thunderplus Solns for 250 fast-charging stations

1,950

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

TataMotors signs MoU with Delta Electronics & Thunderplus Slns for 250 fast-charging stations

1,570

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

CENTURY TEXTILES UP 9%

To meet C-Worldwide Asset Management (Denmark) on September 5

1,700

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

📷 Photo

DISHMAN AND BAJAJ HEALTH IN FOCUS

2,080

Indian Stock News Channel

Apr 23, 2026, 01:40 AM

ABB surpasses 10GW milestone in delivering automation solutions for renewable energy plants in India

2,280

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

📷 Photo

SBI Securities Pick of the Day- Shaily Engineering Plastics Ltd., with | TP 2,365 |

688

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

📷 Photo

CLSA on Indian IT: No AI Deflation, Mild Decision Delays

Renewal Contracts Stable
- Discussions with TCS, Infosys, HCL, Wipro show no increased deflation in renewals from new AI tools (Anthropic, OpenAI).

Client Decision Dynamics
- Slight delays in decision-making due to:
- Clients evaluating latest AI tools' potential.
- Middle East crisis uncertainty.

ME Exposure Limited
- Direct revenue exposure low single digits for all four majors.
- Broader macro impact hinges on crisis duration.

Key Takeaway: CLSA sees Indian IT resilient to AI pricing fears, with only temporary decision delays amid geopolitical noise.

734

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

📷 Photo

752

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

📷 Photo

ISEC ON METAL

722

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

📷 Photo

Impact of higher oil & gas prices on Auto OEMs and their ancillaries. Even this can change very rapidly.

676

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

HDBFinancial shares are well below the IPO price, but Jefferies sees 40% upside potential

619

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

📷 Photo

More on Aluminium.
Good stuff from HSBC.

632

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

Jefferies on HDB Financial: Maintains BUY, Target Cut to ₹900 (from ₹920)

Gradual Improvement in Growth Outlook
- Demand in Q4 remains healthy; AUM growth seen at 16–18% in FY27E.
- NIMs expected to stay steady despite a slight rise in marginal cost of funds.
- Collections improving, leading to credit cost easing to ~2.4% in near term, with further moderation ahead.

Profitability Set to Strengthen
- Management expects ROA to reach ~2.5% by FY28.
- Valuations look reasonable after recent stock pullback.

Re-rating Triggers: Sustained growth momentum and credit cost decline.

Key Takeaway: Jefferies sees HDB Financial maintaining steady fundamentals with improving growth and profitability, making it a potential re-rating candidate.

768

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

📷 Photo

Good Morning Friends 😊🙏

738

Indian Stock News Channel

Mar 28, 2026, 02:45 PM

📷 Photo

Morgan Stanley India Strategy: Ridham Desai says extreme behaviour in sight.

1,080

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

HSBC Slams Brakes on Indian OMCs: Crude Squeeze Crushes Earnings

OMCs Face Marketing Losses
- Higher crude (~USD75/bbl) triggers sharp earnings cuts for IOCL, HPCL, BPCL due to mounting marketing losses.
- Even moderate crude decks erase FY25's windfall margins (₹13-17/ltr), reverting to low-single-digit or negative profitability.

Downgrades Hit IOCL/HPCL/BPCL
- All three downgraded to Hold with slashed FY27-28E earnings (mid-teens to high-40% cuts vs prior).
- Target multiples trimmed to/below 10-yr averages amid volatility and policy overhang.
- Negative leverage: refiningHSBC Oil & Gas Alert: Crude Squeeze Hits OMCs Hard – Downgrades Galore

OMCs Face Marketing Losses
- Higher crude (~USD75/bbl+) triggers sharp earnings cuts for IOCL, HPCL, BPCL due to persistent marketing losses.
- FY25's high margins (₹13-17/ltr) were outliers; pump price freezes now erode integrated profitability.

Downgrades to Hold
- HSBC downgrades IOCL, HPCL, BPCL to Hold: slashes FY27-28E earnings (mid-teens to high-40s% cuts).
- Lowers target PE multiples to/below 10-yr averages amid volatility and policy overhang.
- UBS echoes: trims targets (IOCL ₹175, BPCL ₹365, HPCL ₹340), warns $5 crude spike halves profits.

ONGC: Capped Upside
- Benefits from higher crude realizations but policy risks (govt caps ~USD75/bbl, regulated gas) limit supernormal gains.
- Maintain Reduce: asymmetric downside from capex, project delays, subsidiary drags (HPCL/MRPL).
- Target ~low-₹200s implies ~20% downside.

Positioning Shift
- Peak-cycle earnings over: build in lower, volatile marketing margins for OMCs.
- Upside now valuation/technical, not fundamentals at elevated crude.
- ONGC acts as policy-capped upstream utility, not pure crude play.

Key Takeaway: De-rate OMCs, stay cautious on ONGC – crude spike flips sector from windfall to squeeze.

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

ELARA CAPITAL ON STANDALONE REFINERS

Standalone refiners strongest beneficiaries of higher crude prices

GRMs rise about $5 per barrel for every $10 increase in crude

Mangalore Refinery and Petrochemicals Limited and Chennai Petroleum Corporation Limited likely major beneficiaries

Policy intervention risk rises if margins remain elevated

365

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

📷 Photo

309

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

📷 Photo

299

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

Nomura Slashes Nifty Target: 24,900 by Dec 2026

Sharp Downside Revision
- Nifty target cut to 24,900 from 29,300 (15% lower).
- P/E multiple trimmed to 18.5x from 21x amid macro pressures.

Earnings Risk Looms
- 10-15% downside risk to FY27 consensus if oil stays elevated.
- Recommends bottom-up stock picking over index bets.

Focus Valuation Over Narrative
- Prioritize cheap, cash-generative names in uncertain macro.
- Correction favors defensive, resilient pockets.

Outperformance Sectors
- Utilities
- Coal
- Oil Producers
- Healthcare
- Pharma
- Staples
- Telecom

Key Takeaway: De-rate index dreams – hunt undervalued defensives in a high-oil correction.

415

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

MORGAN STANLEY ON ASIA ENERGY SUPPLY

Asia crude inventories at about 65-70 days

Energy rationing emerging across Asian economies

LNG and LPG usage being curtailed for chemicals and ceramics

Power shortage risks in Thailand, Taiwan and South Korea

These markets hold only ~10-15 days of LNG inventory

Coal-based power generation being ramped up to offset gas shortages

408

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

ELARA CAPITAL ON GAIL

GAIL seen as relatively defensive among gas companies

Only ~16% of marketing volumes linked to Hormuz LNG

About ~30% of transmission volumes exposed to Hormuz flows

LPG and liquid hydrocarbon output could rise ~60%

Output may reach ~1.3 mn tonnes vs CY25

403

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

𝘾𝙚𝙣𝙩𝙧𝙖𝙡 𝙈𝙞𝙣𝙚 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 & 𝘿𝙚𝙨𝙞𝙜𝙣 𝙄𝙣𝙨𝙩𝙞𝙩𝙪𝙩𝙚 𝙇𝙞𝙢𝙞𝙩𝙚𝙙 𝙄𝙋𝙊

🗓Date : 20-Mar to 24-Mar-2026
✴️Price : ₹163 - ₹172
✴️Lot : 80 Shares
📚Size : ₹1842.12 Cr

310

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

ELARA CAPITAL ON RELIANCE INDUSTRIES

Reliance Industries GRM rises about $2.5 per barrel for every $10 increase in crude prices

Higher crude prices also support upstream earnings

Balanced portfolio helps reduce earnings volatility

322

Indian Stock News Channel

Mar 17, 2026, 06:21 AM

Elara Capital on India Oil & Gas Sector

Sector View
• Crude price shock creating sharp earnings divergence across the oil sector

OMCs Impact
• OMC EBITDA could collapse by over 400% in extreme scenarios
• Every $10 rise in crude reduces OMC fuel margins by ~₹26.3 per litre
• LPG losses increase ~₹10.2 per kg per $10 crude rise
• Annual LPG under-recovery could rise ~₹328 Bn

Refiners Impact
• Standalone refiners may benefit significantly
• EBITDA could expand 10–15x in strong refining environments

Refining Margins
• GRMs increase ~\$5 per barrel for every \$10 rise in crude

308

Showing 30 of 100 posts

Loading posts...

Rating

User Reviews (0)

No reviews yet. Be the first to share your experience!

Loading reviews...

Related Telegram Channels

Loading recommended channels...

Indian Stock News Channel

Indian Stock News Channel

Ranking

Participant Growth (Last 30 Days)

Latest Posts

Rating

User Reviews (0)

Related Telegram Channels

Business Stock Market Tips💹

UWED FIS (Finance & Investment Society)

MR Stock Option - Best Telegram Channel For Option Trading

Betting Tips King

Artistrajk

GOLDEN ASTRO

Binary options trading signals 2020

Step to Register HF Markets

Related Telegram Channels

Business Stock Market Tips💹

UWED FIS (Finance & Investment Society)

MR Stock Option - Best Telegram Channel For Option Trading

Betting Tips King

Artistrajk

GOLDEN ASTRO

Binary options trading signals 2020

Step to Register HF Markets

User Reviews (0)

Latest Posts