ADANI PORT: ADANI GROUP'S ASSETS ABROAD ARE SAFE, SAYS PRANAV ADANI AMID IRAN ISRAEL CONFLICT

 20 Jun 2025 10:56 AM

ADANI PORT: ADANI GROUP'S ASSETS ABROAD ARE SAFE, SAYS PRANAV ADANI AMID IRAN ISRAEL CONFLICT

Pramod Amthe on 3 stock ideas for June and 2 stocks where they booked profit

 06 Jun 2025 08:11 AM

InCred Capital booked profits in Adani Port and exited Cipla due to margin concerns, while introducing Camlin Life Science, anticipating stabilization and benefits from anti-dumping duties. They remain neutral on IT and consumer staples, favoring autos and high-end consumption plays like Ethos and TCPL Packaging. Despite tepid Nifty 50 earnings growth, mid and smallcaps show promise.

Adani m-cap still 34% below Jan '23, but financials healthier

 17 Jan 2025 05:27 AM

Out of the 11 Adani stocks listed then, seven are yet to recover to the pre-Hindenburg levels though the Nifty index has rallied 29% since then. Three stocks, such as Adani Total Gas, Adani Energy Solutions, and Adani Wilmar, are trading 50-83% lower; while NDTV, Adani Green and Adani Enterprise are down by 30-50%. Adani Power has doubled since the Hindenburg report while Adani Port gained 48%.