Hit by war: 8 stocks where the natural gas crisis may have direct impact; and 3 sectors where the real business may be affected
A sudden and dramatic escalation of conflict in the Gulf has sent shockwaves through the global energy markets, triggering a full-blown crisis in the liquefied natural gas (LNG) sector. The suspension of production at Qatar’s Ras Laffan complex, the world’s largest LNG export facility, has created a supply vacuum that has sent prices soaring and exposed the vulnerabilities of import-dependent nations. For India, which has staked a significant portion of its energy future on natural gas, the crisis is not a distant geopolitical event but a direct and immediate economic threat, with implications for its industrial sector, fiscal stability, and energy security.
Ahead of Market: 10 things that will decide stock market action on Friday
Indian equities rebounded sharply as the BSE Sensex surged 900 points to 80,015 and the NSE Nifty 50 rose 285 points, tracking a recovery in global markets. Buying in metals, auto and realty supported gains while IT stocks lagged.
Data Patterns among 6 stocks that hit 52-week highs & rallied up to 33% in a month
On Thursday, the benchmark Sensex rose by 900 points, closing at 80,015. Amid this surge, six stocks in the BSE 500 index hit their 52-week highs, marking their strongest performance in the past year. Such milestones are generally seen by investors as positive signs, indicating strong upward momentum and potential for further gains.
Two Trades for Today: A pharmaceutical major for a 5.05% rise, a mid-cap defence stock for an almost 6% gain
Our technical analysts identify select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.
Force Motors shares fall 4% as SEBI seeks additional information on Q2 FY25 results
Force Motors shares dropped up to 4% after the company disclosed that SEBI has sought additional information related to its Q2 FY25 financial results announcement. The regulator has asked for details including chronology of events, insiders and structured digital database extracts. The company said there is no financial impact and will respond within timelines.
Smallcap comeback: 14 stocks that crashed over 35% in FY25 rallied up to 500% in FY26
India’s equity market has seen significant volatility this fiscal year, marked by sharp swings in sentiment. Yet the market has managed to stay in positive territory. Amid this turbulence, the small-cap space has delivered some standout performers. Notably, several stocks that plunged over 35% in FY25 have made a dramatic comeback in FY26. In fact, about 14 small-cap stocks have surged 50%–500% this fiscal year, turning last year’s major losers into this year’s biggest winners. (Data ACE Equity)
Dividend stocks: Vedanta, Coal India among 10 firms offering up to 14% yield
Domestic brokerage firm SBI Securities’ latest Dividend Yield Monitor highlights companies that have consistently rewarded shareholders with strong payouts over the past three years. A dividend yield is a financial ratio that shows how much a company pays out in dividends each year relative to its stock price. It is a key metric for investors, particularly those focused on income generation, as it indicates the return on investment strictly from dividends.
Hindalco, NALCO, Vedanta, and other metal stocks rise up to 7%. Here’s why
Indian metal stocks rallied sharply as aluminium prices surged on supply concerns after Bahrain’s Alba halted shipments following the Strait of Hormuz closure. Additional support came from China’s plan to curb industrial capacity and a weaker dollar, lifting the Nifty Metal index and boosting investor sentiment across major metal companies.
Aswath Damodaran runs his 3P test on Citrini’s viral AI doomsday scenario
Valuation expert Aswath Damodaran analyzed Citrini Research’s AI doomsday scenario, finding it implausible but acknowledging AI’s significant long-term disruption potential. He believes AI will transform specific industries like software and finance, impacting jobs over time. While not an immediate crisis, AI’s evolution poses substantial future challenges for the workforce.
Coal India shares rise 4% as Citi hikes target price, puts stock in 90-day catalyst watch. Check details
Coal India shares climbed over 4% after Citi placed the stock on a 90-day Upside Catalyst Watch and raised its target price, citing stronger global coal prices and potential gas-to-coal switching due to elevated LNG prices. The brokerage expects improved e-auction realisations but warns that easing Middle East tensions could cap gains.
From red to black: 50 companies turn losses into profit in Q3. Do you own them?
India Inc. witnessed a significant turnaround in the December quarter, with approximately 50 listed companies swinging from losses to profits. This broad-based recovery spans sectors like aviation, banking, and logistics, driven by strong demand and improved operating leverage. Brokerages are turning constructive, with earnings growth meeting expectations and valuations appearing reasonable.
Bharat Forge shares surge 4% as Class 8 truck orders jump 159% year-on-year. Check details
Bharat Forge shares rose 4% after strong growth in North America’s Class 8 truck orders, which jumped 159% year-on-year in February. The surge signals improving demand in the commercial vehicle cycle, a key export market for the company, which also reported robust profit and revenue growth in the December quarter.
L&T shares rise 2% after falling for 4 days: Here’s why Motilal Oswal still remains cautious
L&T shares rose over 2% after four days of losses as hopes of easing Iran-Israel tensions lifted sentiment. However, Motilal Oswal remains cautious, citing the company’s significant Middle East exposure, risks to EPC execution, and potential valuation pressures from AI disruption in its IT subsidiary.
India VIX eases 17% after massive 52% flare up in just 2 sessions amid Middle East war. What should traders do?
India VIX cooled on Thursday after a sharp 52% surge in just two sessions triggered by escalating Middle East tensions. Despite the pullback, volatility remains elevated near 19, prompting experts to advise traders to stay cautious, hedge portfolios and avoid aggressive positions until greater clarity emerges on the Iran–Israel–US conflict.
Reliance Industries shares rally 3%. How crude oil price impacts its margin
Reliance Industries shares jumped as brokerages said the recent selloff was overdone and noted the company could benefit from rising crude prices amid Middle East tensions. Analysts expect supply disruptions to boost refining margins, with diesel cracks surging to $35–$42 per barrel, potentially benefiting the company’s oil-to-chemicals business.
Load More…