Relevant for Exams
Analyst views: Glenmark positive, Ola/DMart cautious due to competition, EPC stocks eye capex.
Summary
This article presents a market analyst's perspective on specific companies and sectors, highlighting Glenmark's potential in specialty pharma, caution on Ola Electric and DMart due to competition, and opportunities in EMS and EPC stocks. While touching upon government capex, the focus remains on individual stock performance and market sentiment, making it of very limited relevance for competitive exams.
Key Points
- 1Amnish Aggarwal, Head of Research at Prabhudas Lilladher, provided market analysis.
- 2Glenmark's entry into the specialty pharma segment was identified as a positive growth opportunity.
- 3Rising competition was cited as a concern for companies such as Ola Electric and DMart.
- 4Opportunities were noted in Electronic Manufacturing Services (EMS) players, with Syrma mentioned.
- 5EPC (Engineering, Procurement, and Construction) stocks are anticipated to gain traction from fresh government capital expenditure allocations.
Full Article
Glenmark’s entry into specialty pharma could unlock new growth opportunities, while rising competition keeps analysts cautious on Ola Electric and DMart, says Amnish Aggarwal, Head of Research at Prabhudas Lilladher. He also flaged selective opportunities in EMS players like Syrma and expects EPC stocks to gain traction as fresh government capex allocations approach.