Equitymaster

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

This Small-Cap Report Is Going Viral. But Is It Missing Something?

Small caps may offer faster growth than large caps. But should you pay 35-40 times earnings for that growth? Find out why valuation and margin of safety matter.

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https://t.co/8s83ey8IUw

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - 5 Defence Stocks Down Upto 45% from 52-week highs

https://t.co/scRtv3rcZh

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - Gold Prices Falling: Which Gold ETFs Deserve a Spot on Your Watchlist? 3 Funds to Watch

https://t.co/TXAk4ElPhI

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - FIIs Raise Holding by 15% in This Semiconductor Penny Stock: What's Behind the Move?

https://t.co/5gMUhimrPd

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - Tonbo Imaging vs Paras Defence: Which is the Better Defence Stock?

https://t.co/alXB7JadRV

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - 5 Best Power Equipment Manufacturers' Stocks

https://t.co/tBslmDyMBb

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - Ace investor Dolly Khanna Makes Entry in This Penny Stock

https://t.co/41NPHWLUQu

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - Microcap Stocks Bought by FII's and DII's

https://t.co/JfGGejPXJX

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

Only 3 of the First 30 Sensex Stocks Never Left

Thirty companies went into the first Sensex. Only three never left. This is how India got its scoreboard.

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https://t.co/m8lnXn3QnV

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sensex Today Ends 126 Points lower | Nifty Below 22,650 | Tata Steel Drown 3%

https://t.co/Ssm78QMam7

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMProfitHunter - 3 Proxy Stock to Focus Your Attention

I believe that stock market investors must shift from a strategy of speculative prediction to one of structural ownership.

The best way to do this in today's market is to identify companies with supplier concentration, high operating leverage, and that serve multiple competing market leaders.

These are what I call proxy stocks, and I am bullish on them.

In today's Profit Hunter, I've written about three such companies.

You can read my editorial here: https://t.co/9UoIEbG0OX

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What should investors take away?

These five companies offer different investment propositions:

GE Shipping: Cyclical value.
CRISIL: Analytics and financial services growth.
Pidilite: Established brands and pricing power.
Titan: Jewellery and lifestyle consumption.
Trent: Organised retail expansion.

A lower valuation than historical averages does not automatically mean a stock is cheap. Earnings sustainability, cash flows, balance sheet strength and future growth expectations matter.

For Full Coverage: https://t.co/GC6j3upEhd

#Investing #StockMarket #Equitymaster #EMViewsOnNews

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5 Undervalued Largecap Stocks Near 52-Week High

Five stocks combining valuation and momentum

Can a stock trade near its 52-week high and still be undervalued?

According to Equitymaster's October 22, 2026, analysis, five Indian large-cap stocks are trading below their historical valuation averages.

Here’s a closer look at the investment case and key risks.

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5. #Trent

The Tata Group retailer behind Westside and Zudio continues to expand its presence in India's organised retail market.

• Q1 FY27 consolidated revenue growth: 18%.
• Consolidated profit growth: 22%.
• Current EV/EBITDA: 37x.
• Historical 5-year median EV/EBITDA: 56x.
• Share price: approximately 18% below its 52-week high.

Key risk: Sustaining store productivity, growth and margins as the business scales.

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The Bigger Picture

India’s data centre expansion could create opportunities across power infrastructure, cooling systems and digital infrastructure.

Techno Electric, KRN Heat Exchanger and Anant Raj offer three different ways to participate in this theme.

The key is to distinguish between a promising industry and an attractive stock valuation.

FII buying can be a useful data point, but fundamentals, execution and valuation should drive investment decisions.

For Full Coverage: https://t.co/AqP1Pwqtv9

#Investing #StockMarket #Equitymaster #EMViewsOnNews

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3 Data Center Stocks Bought by FIIs in the September 2026 Quarter

India’s Data Centre Opportunity

India’s data centre industry is gaining momentum, driven by AI, cloud computing, digital payments and rising data consumption.

Three listed companies are positioning themselves to benefit from this trend, and all reported an increase in FII shareholding in Q2 FY27.

Here’s a closer look.

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What Should Investors Track?

The data centre opportunity is compelling, but the investment case depends on more than industry growth.

Investors should examine:
• Valuations relative to expected growth
• Debt levels and cash flow generation
• Capital expenditure requirements
• Return on invested capital
• Order execution and capacity utilisation
• Competition and technological changes

Strong demand does not automatically translate into strong shareholder returns.