Samco Samshots | Financial Insights, Analysis, and Reports

14 December 2024

07 December 2024

30 November 2024

23 November 2024

09 November 2024

12 October 2024

28 September 2024

21 September 2024

14 September 2024

07 September 2024

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Markets Chill, Then Thrill: Friday Brings the Fireworks!

The chart below presents the count of all-time highs each year for HDFC Bank.

While the market has tumbled in the past two months, these stocks proved their mettle by withstanding the impact of negative market sentiment:

Here’s a snapshot of category-wise retail auto sales in November 2024:

Market shares of top PV and CV auto OEMs for November 2024 are presented below:

Market shares of top 2-wheeler and 3-wheeler auto OEMs for November 2024 are presented below:

Here’s why Nifty 50 has a good chance of making an upside move!

Presented below weekly return of sectoral and market cap indices for this week:

Presented below weekly return of strategy indices for this week:

Liquidity Boost: RBI’s CRR Cut to Fuel Growth

The below chart decodes the biggest merger in the healthcare industry in India.

The chart evaluates the Operational performance of Moil For November’24.

The above chart image highlights the consistent performance of two midcap stocks in December over the years since 2016. FACT Ltd. shows an impressive average return of 30.9%, while NMDC maintains an average return of 9.4% during December.

NMDC Ltd. produced 4.51 MT of iron ore in November 2024, marking a YoY surge of approximately 17.75%.

Auto sales volumes of top PV and CV, 2W OEMs for November are presented below:

Here’s PSU & Private sector banks' performance in November 2024!

Here’s how FMCG giants spent their economic resources on Advertisement & promotion expenses in Q2FY25.

The chart displays the financial performance of Realty Companies for Q2FY25 on various financial Parameters.

Bullish Week: Adani Stocks Back in the Game!

JK Cement has shown consistent positive returns, driven by seasonal growth in construction and infrastructure projects that boost demand for its cement products. JK Cement has shown consistent positive returns, driven by seasonal growth in construction an

Navin Fluorine has delivered positive returns during this period, likely fueled by increased demand for its specialty chemicals and fluorochemicals across diverse industrial applications.

Thermax has shown positive returns during this period, likely driven by increased activity in industrial and infrastructure projects, boosting demand for its energy and environment solutions.

Redington has delivered positive returns during this period, likely due to seasonal demand for IT hardware, and consumer electronics, and its strong distribution network supporting market growth.

The below list presents the companies that have witnessed a continuously rising trend in their operating profit margins on a QoQ basis.

The below chart presents Friday’s change in prices of Pharma stocks.

The above chart compares the standalone financial performance of major defence companies during Q2FY25.

Here’s the list of companies in which FIIs increased their stake in the Sep-24 quarter.

Adani Shocks and Bulls Fight Back!

KEI Industries has delivered positive returns during this period, likely due to increased demand for cables and wires driven by infrastructure development and seasonal construction activities.

Poly Medicure has consistently performed well during this period, supported by growing demand for its high-quality medical devices, particularly amid seasonal healthcare requirements.

DCM Shriram has shown robust returns in this timeframe, likely influenced by peak agricultural activity driving sales in its fertilizers and sugar divisions.

FDC's positive returns during this period are attributed to increased uptake of its specialized pharmaceutical products, particularly in hydration and respiratory care, aligning with seasonal trends.

JB Chemicals has delivered strong returns, likely due to higher demand for its pharmaceutical products, particularly in the cardiovascular and gastrointestinal segments, during this timeframe.

Tech Mahindra has shown positive performance, supported by seasonal growth in IT services and an uptick in digital transformation projects across industries.

The shares of Crompton Greaves Consumer Electricals surged by over 5% on Monday after reporting strong Q2FY25 results.

Here’s how Muthoot Finance Ltd performed in Q2FY25.

Trump Talks: Election Waves Keep Markets on Their Toes!

Voltas has delivered strong positive returns during this period, bolstered by its air conditioning and cooling solutions leadership.

Coal India has faced challenges during this period, with fluctuating coal demand and regulatory changes impacting its returns.

Shriram Finance has encountered a period of underperformance, driven by market volatility and economic uncertainties affecting the financial sector.

Chambal Fertilisers has consistently delivered positive returns in 9 of the last 10 years during this period, reflecting strong seasonal demand and solid market positioning.

KEC International has delivered strong returns during this period, likely due to heightened project execution and seasonal demand in infrastructure, especially in the power and rail sectors.

The chart explains the dependency of Waaree and Premier Energies on the USA.

The State Bank of India tanked 2% post muted Q2FY25 results.

Here are highlights of M&M’s Q2 FY25 performance:

Flat Markets, Small Cap Wins, and a Heartfelt Tata Rally!

NTPC has consistently delivered positive returns, reflecting its strong presence and reliable performance in the power generation sector. Its ability to sustain growth and maintain a stable operational framework has reinforced its appeal to investors over

Siemens has faced negative returns across several periods, indicating challenges in sustaining consistent growth. Despite its industry presence, the company has struggled to maintain positive market momentum, reflecting periodic downturns in performance.

TVS Motors has consistently posted positive returns, showcasing its strong market performance and growth in the automotive sector. The company’s ability to innovate and maintain a competitive edge has contributed to its steady upward momentum, reinf

ACE has shown positive returns during this period, reflecting strong market performance and growth in the construction equipment sector. The company’s ability to capitalize on industry demand and maintain operational efficiency has contributed to it

During this particular period, Havells has faced negative returns, struggling to maintain its usual growth trajectory. Despite its strong market presence, the stock has encountered temporary setbacks, reflecting short-term challenges in performance.

Coal India has shown positive returns during this period, benefiting from strong demand in the energy sector. Its consistent production output and market leadership in coal mining have contributed to its solid performance and upward momentum.

Infosys has seen negative returns during this period, struggling with short-term challenges despite its strong market presence and reputation in the IT industry. The stock's performance reflects temporary pressures impacting growth.

Sundaram Finance has delivered positive returns, reflecting its strong market position in the financial services industry. The company’s prudent management and focus on asset quality have helped it achieve steady growth and reliable investor returns

Metals & Autos Shine as Nifty Hits New Highs!

NMDC has experienced positive returns across multiple periods, signaling robust performance and steady growth. Its reliability has been a key factor in its market success.

Power Grid has demonstrated a consistent pattern of positive returns across multiple periods, reflecting strong and stable performance. The company’s reliability and steady growth have made it a solid performer in the market.

BEL has shown a solid track record of positive returns, highlighting its reliability in the market. The company's consistent performance reflects its strength and stability.

Oberoi Realty has experienced negative returns in several periods, struggling to maintain consistent growth. The stock has faced challenges in sustaining upward momentum, leading to recurring performance declines.

Phoenix Mills has consistently delivered positive returns across various periods, showcasing strong market performance. Its resilience and steady growth have contributed to its continued success.

MFSL has faced negative returns in several periods, highlighting difficulties in sustaining positive momentum. The stock’s performance has been inconsistent, leading to recurring dips in returns.

Muthoot Finance has consistently delivered positive returns, demonstrating strong growth and market stability. Its reliable performance has bolstered investor confidence across periods.

Sun TV has shown a pattern of positive returns in several periods, reflecting its ability to maintain consistent growth and solid market presence.

Big Gains, Small Pains: Nifty Shines, Smallcap Slides!

TVS Motors has maintained positive returns over several periods, highlighting its reliable growth and market strength. The company’s consistent performance has been a key factor in its sustained success.

Cholamandalam Finance has experienced negative returns in various periods, struggling to sustain consistent performance. The stock has faced challenges in maintaining upward momentum, leading to recurring dips in its returns.

NLC India has shown a consistent pattern of positive returns across several periods, reflecting steady growth and strong market performance. The company's resilience has contributed to its ability to maintain investor confidence.

Hindustan Copper has exhibited negative returns across multiple periods, reflecting ongoing challenges in maintaining consistent growth. The stock has struggled with performance, facing repeated downturns in key periods.

UltraTech Cement has encountered negative returns across several periods, indicating difficulties in sustaining consistent growth. The stock has faced recurring challenges in maintaining market momentum.

UPL has shown a pattern of negative returns in various periods, struggling to deliver steady performance. The company has faced fluctuations, resulting in inconsistent market results.

APL Apollo has consistently delivered positive returns, demonstrating strong market resilience. The stock’s reliable performance highlights its ability to maintain steady growth across periods.

Avanti Feeds has shown a track record of positive returns, reflecting its robust market presence. The company’s consistent performance has contributed to its reputation for stability and growth.

Big Indices Shine, Smallcaps and Midcaps Bounce Back Strong!

Bajaj Holdings has consistently delivered positive returns across various periods, reflecting its strong market performance. The stock has shown resilience and steady growth, maintaining investor confidence.

Ambuja Cements has shown negative returns in 8 out of 10 periods, reflecting difficulties in achieving steady performance and overcoming market fluctuations.

MFSL has experienced negative returns in 8 out of 10 periods, indicating persistent challenges in maintaining consistent growth and market stability.

Triveni Engineering has consistently delivered positive returns across multiple periods, demonstrating strong market performance and reliable growth. The company’s ability to maintain steady results highlights its resilience and operational strength

Adani Ports has exhibited negative returns across multiple periods, struggling to maintain consistent growth. This recurring underperformance suggests ongoing challenges in sustaining upward momentum.

Bharti Airtel has shown a pattern of negative returns in many periods, indicating instability in its market performance. These recurring setbacks raise concerns about the stock's ability to achieve sustained growth.