Gross refining margins may decline sequentially but improving petro-chem margins will boost earnings
Select companies in infra, capital goods, private banks, auto, oil & gas, and mining could be considered by investors.
Low gas prices and weakness in petchem margins lead to lower earnings estimates for GAIL.
Half of the sharp rise in stocks in 2014 was driven by re-ratings - rise in price-to-earning ratios on hopes the new government would turn around the economy which will reflect in corporate earnings.
Have a Plan B in place if the tide turns against you.
But experts say downside limited, pockets of opportunities for investors
The sharp fall in oil price is positive for oil marketers as subsidy concerns reduce further.
Buy these stocks on any correction as both the companies have strong long-term prospects
The news that exports to the US will not restart before next year as well as the September quarter performance are sentiment dampeners.
More, many market gurus expect the Sensex to reach 30,000 levels by December and 40,000-45,000 in three to four years.
Respiratory product paves way for launch in larger markets and greater earnings visibility.
Expectations of strong results, consistent performance and investors preference for stocks in the defensive space help the sector outshine broader markets.
While lower gas output led to earnings cuts, price rises with regular ramp-ups in output will lead to earnings upgrades
IT and pharma companies again save the day; mask pain in domestic consumption.
In Q3, E&P business accounted for just 1.5% of gross revenue
Analysts are divided on the deal valuations. Some say Torrent could have bargained harder, as Sanofi, among others, passed it over.
Even as the September quarter performance was subdued, analysts expect the second half to be better on higher prices, output.
After steep correction in valuations, these have turned attractive but upside will depend on diesel price rises and export-parity pricing.
Analysts are eyeing bigger launches that will positively impact company's fortunes.
Analysts see a buy opportunity as gap with peers is now at 37% compared to 13% historically.
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