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Stocks to Sell: There may be a big fall of 28% in Dr Reddy’s shares, Citi advised to ‘sell’, gave this reason – citi reiterates sell rating on dr reddys labs sees 28 percent downside on likely semaglutide challenges

Dr Reddy’s Laboratories Shares: There was a decline in the shares of pharma sector company Dr. Reddy’s Laboratories on Thursday, January 8. The fall came after a report by global brokerage firm Citi, in which it reiterated its negative stance on the stock. Citi has maintained its ‘Sell’ rating on Dr Reddy’s Labs shares and reduced its target price to Rs 990 per share. It is expected to fall by about 27.6% compared to Wednesday’s closing price.

This target price of Citi is the lowest target price Dr Reddy’s has got on Dalal Street. According to the brokerage, the biggest concern for Dr Reddy’s is related to semaglutide, where competition may be stiffer than expected. The brokerage said in its report that Denmark’s leading pharma company Novo Nordisk is working on a “dual-brand strategy” to maintain its hold in the market even before generic competition increases in the year 2026.

According to the report, in December 2025, Novo Nordisk received approval in Canada for Poviztra and Plosbrio, which are being considered equivalent to Wegovy and Ozempic. There is a possibility that the company will launch low-cost branded versions of these medicines, which will provide direct competition to generic medicines in the coming time.

Citi believes that this strategy may prove negative for Dr. Reddy’s. Let us tell you that Dr. Reddy had received a “Complete Response Letter” from the US drug regulator for its generic semaglutide filing in November 2025, raising questions on the timeline and earning potential of this project.

For this reason, Citi has adopted a cautious approach regarding Dr Reddy’s semaglutide business. The brokerage has estimated sales of only $500 million from this segment for FY 2027-28, which is well below general market expectations.

At the time of writing, Dr Reddy’s shares were trading at ₹1,228.9, down about 1.1% on the NSE. The stock has already slipped from its 52-week high of ₹1,405.9.

Disclaimer: The views and investment advice given by experts/brokerage firms on Moneycontrol are their own and not those of the website and its management. The website or management is not responsible for this. Moneycontrol advises users to consult certified experts before taking any investment decision.

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Buy these 2 shares! JP Morgan reduced target price, still see up to 60% return – stocks to buy jpmorgan cut kaynes dixon tech share price target still see up to 60 percent upside

Stocks to Buy: Global brokerage firm JP Morgan has cut the target prices of both the leading companies in the electronic manufacturing services (EMS) sector – Dixon Technologies and Kaynes Tech. However, it has maintained its overweight rating on both these stocks. The brokerage believes that despite near-term challenges, the business fundamentals of these companies remain strong in the long term.

JP Morgan has reduced its target price for Keynes Technology by 20 per cent to ₹6,100, from ₹7,550 earlier. Despite this, this new target price suggests an upside potential of about 60 percent from current levels. The brokerage says Kaynes’ annual revenue growth could be around 30 per cent due to strong demand in the automotive and industrial verticals.

However, the company may have to reduce its revenue guidance for FY26 from ₹4,400 crore to ₹4,000 crore due to possible delays in the ‘Kavach’ programme. However, due to the contribution of smart meter business, EBITDA margin is expected to improve by about 130 basis points to 15.5 percent.

In the case of Dixon Technologies, JP Mourning has reduced the target price by a huge 30 percent from ₹ 19,600 to ₹ 13,700. The new target price shows a potential upside of about 15 percent from the current price.

According to the brokerage, Dixon Tech’s annual revenue growth may remain flat for now due to last year’s high base. Additionally, rising mobile phone prices due to rising memory prices have impacted consumer demand, which is reflected in downward pressure on mobile volumes. However, due to cost control and operational efficiency, the company’s margin is likely to improve by about 20 basis points to 3.9 percent.

Earlier this week, brokerage firm Jefferies had also cut the target prices of both these EMS shares, but it also maintained its ‘Buy’ rating. At the end of trading on Wednesday, shares of Dixon Technologies closed at ₹11,780 with a gain of 0.5 per cent. Whereas Kaynes Technology shares closed at ₹3,834, up 1.1 per cent.

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This small-cap company gave a big update, the new company formed after demerger will be listed on January 9 – shankara building products demerger update new shankara buildpro company to list on bse and nse on january 9

Shankara Building Products Demerger: Shankara Building Products Ltd said that the new company Shankara Buildpro Limited, formed under the scheme of arrangement approved by the court, has received major approval from the stock markets. The company has received permission for listing and trading of equity shares from both BSE and NSE.

Trading in shares from 9 January 2026

According to Shankara Building, the listing and trading of shares of Shankara Buildpro Limited will be effective from January 9, 2026. This is considered an important milestone in the demerger process, because now both the companies will be present in the market with different identities and structures.

Expectation of value for shareholders

Separate listing of Shankara Buildpro will enable better transparency and value discovery for shareholders. Along with this, after the demerger, both the companies will be able to focus more on their respective core business and strategic priorities. Especially in building materials and retail segments.

The record date of demerger was in September

The record date for the demerger of Shankara Building Products was September 23, 2025. The company has transferred its trading business to Shankara Buildpro Limited. Under this demerger, SBPL shareholders have been allotted one share of Shankara Buildpro for every share held.

As per the cost apportionment guidance of the company, after the demerger, 65.81% value has been given to Shankara Buildpro. Whereas, 34.19% value is with Shankara Building Products.

Business of Shankara Building

Shankara Building Products Limited operates in the building materials and construction retail sector. The company offers a wide range of building products through its retail brand Shankara Buildpro.

The company serves individual home builders, contractors and institutional clients across the country. It has established a strong presence as an organized player in a market that is still considered largely fragmented.

Disclaimer: The information provided here is being given for information only. It is important to mention here that investing in the market is subject to market risks. As an investor, always consult an expert before investing money. Moneycontrol never advises anyone to invest money here.

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Memory Stocks Rally: This memory stock jumped 48% in a week, the money increased 9 times in 1 year; Know the reason for this stormy boom – Sandisk stock surges 48 percent in 1 week delivers 9 times return in 1 year on AI memory and storage boom

Sandisk stock: The strongest and most talked about segment of the US stock market over the past year has been a traditional segment of the technology industry – storage and memory. The sector which was considered ‘old tech’ for a long time has now emerged as a new growth story.

Sandisk becomes the star of S&P 500

Sandisk has performed tremendously in environments with memory and storage shortages. It was the top performing stock of the S&P 500 in 2025. So far in 2026, it has increased by about 48 percent.

Western Digital bought Sandisk in 2016 for $16 billion. It was spun off as a separate company in February 2025. At the time of the spin-off, Sandisk shares were listed at $38.50. The company’s valuation was $5.6 billion, which was about 65 percent less than the original acquisition price.

But, in just ten months, Sandisk’s market cap increased to nearly $40 billion. An investor who had invested Rs 1 lakh in Sandisk at the time of the spin-off would have owned a value of around Rs 9 lakh today.

Phone prices increase due to memory storage

There has been a worldwide shortage of memory (RAM, DRAM) and storage (NAND) chips in the last few months. Because the demand for these components for AI data centers and high-end machines has increased more than the supply. Due to this, the prices of DRAM and NAND have increased rapidly and the supply has become tight. Due to this, smartphone manufacturers have to buy essential memory and storage parts at expensive prices.

For companies, the increase in the cost of these components has a direct impact on the total production cost of the device. This additional cost is being transferred to consumers in the form of increase in the prices of phones and laptops. For this reason, smartphone prices are seen increasing in 2026. Many companies have increased the prices of old models along with new ones.

Memory prices continue to rise

According to Bank of America analysts, Sandisk and other storage-centric companies are the biggest beneficiaries of the growing use of AI inference and edge AI. Companies are now storing more data than ever for AI training, data analytics, and regulatory compliance. Its impact is clearly visible in many applications like drones, surveillance systems, vehicles and sports technology.

Memory prices are continuously climbing. According to the report of Korea Economic Daily, Samsung Electronics and SK Hynix are preparing to increase the prices of server DRAM in the first quarter by 60 to 70 percent compared to the previous quarter.

Lack of memory for the first time in three decades

Industry research firm IDC has described the current situation as ‘memory shortage crisis’. According to IDC, this is the first time in three decades that DRAM, NAND and hard disk drives – all three are facing supply shortage simultaneously. NAND wafer prices jumped 60 percent in November alone. Contract prices have doubled since July, suppliers are fully booked till 2026 and talks are going on for allotment for 2027.

Samsung has increased the prices of flash memory by about 60 percent since September. Micron has already sold almost all of its high-bandwidth memory by 2026. TrendForce estimates that memory demand will grow by 20-22 percent in 2026. At the same time, supply growth will remain only 15-17 percent.

Sandisk surges due to Nvidia CEO’s statement

Sandisk shares jumped 28 percent on January 6, the biggest one-day gain since February. The surge came as Nvidia CEO Jensen Huang stressed the importance of memory and storage at the CES tech conference.

‘Storage is a completely untapped market today,’ Huang said. He also said that it can become the world’s largest storage market because of the working memory of AI systems.

Storage theme may remain strong in future also

According to Bloomberg Intelligence analysts, tight supply, rising prices and increasing demand for AI training and inference are working together to support digital storage stocks. Sandisk has increased its NAND market share by 2 percent in the last 12 months. At the same time, the share of companies like Samsung, SK Hynix and Kioxia has decreased.

Why was the memory sector being ignored?

The pace of innovation in the memory sector seemed slow, this sector was considered to have boom-bust cycles and low margins. Investors’ focus was on more glamorous tech like software, internet and consumer apps. Being hardware, it was considered a backend infrastructure, not a growth engine, while in the early stages of cloud there was also an assumption that storage needs would be limited. With the increasing demand for AI and data, this thinking has completely changed.

What is NAND market

NAND is a type of flash memory in which data remains safe for a long time, even if the device is turned off. This is called storage memory and is used extensively in mobile phones, laptops, SSDs, pen drives, memory cards, data centers and AI systems. When digital data increases, use of cloud and AI increases, the demand for NAND chips also increases in the same proportion.

Why is NAND market in discussion?

Due to the increasing needs of AI, cloud computing and data storage, supply is currently tight in the NAND market and prices are continuously going up. Companies are already booked for the coming years, which is why memory companies like Sandisk, Samsung, SK Hynix and Micron remain in the focus of investors.

Buy these 6 smallcap stocks in 2026! You can get returns up to 221%! Would you bet?

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Stock in Focus: Angel One will give the gift of share split and dividend! Decision will be taken in the board meeting on this day – angel one stock in focus board meeting on January 15 to decide share split and interim dividend

Stock in Focus: Leading brokerage firm Angel One Ltd said on Wednesday, January 7 that the meeting of the company’s board of directors will be held on January 15, 2026. Many important corporate actions will be discussed in this. These also include proposal for change in share capital i.e. sub-division of existing equity shares or share split.

The board will decide the structure of the share split.

At present the face value of each share of Angel One is ₹10. The company has made it clear that the final structure of the share split will be decided by the board. This will be subject to shareholders and regulatory approval.

Decision on interim dividend also possible

The board of Angel One will also consider the change in share capital as well as the declaration of the first interim dividend for the financial year 2025-26. The record date for the interim dividend has been fixed as January 21, 2026. On this basis, eligible shareholders will be identified.

Profit and revenue fell in the second quarter

Angel One’s net profit declined to ₹212 crore in the second quarter. It was ₹423 crore in the same period a year ago.

Revenue from operations declined 20 per cent to ₹1,201 crore from ₹1,514 crore a year ago. According to the company, this was due to slowdown in trading activity and less client participation in high-margin segments.

Pressure on EBITDA and margin also

EBITDA declined by 38.2 per cent year-on-year to ₹415.2 crore, compared to ₹671.9 crore last year. EBITDA margin also declined to 34.5 per cent, from 44.7 per cent in Q2 FY25.

However, after adjusting for one-off advertising spend related to IPL in the first quarter, EBITDA grew by 6.1 per cent and margins remained stable at 34.5 per cent.

Status of Angel One shares

On Wednesday, share price of Angel One Ltd closed at ₹2,472 with a rise of 2.52 per cent on BSE. The stock has given a negative return of 11.54% in the last 6 months. At the same time, it has declined by 10.48% in 1 year. The market cap of the company is Rs 22.31 thousand crore.

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Buy these 6 smallcap stocks in 2026! You can get returns up to 221%! Would you bet? – 6 smallcap stocks that could deliver up to 221 percent returns in 2026 according to incred equities

Smallcap Stocks to Buy: The year 2025 was very difficult for smallcap investors. Largecap stocks definitely gave some returns, but smallcap indices slipped by about 6 percent. This decline created fear and uncertainty in the minds of investors. Many people assumed that the golden era of small-cap stocks was over. But now at the beginning of the year 2026, the picture seems to be changing. Brokerage firm InCred Equities, in its recent report, has selected six such smallcap stocks, which can give investors returns ranging from 20 percent to 221 percent in this year 2026.

1. Camlin Fine Sciences

Brokerage firm Increed Equities has placed its biggest bet on this stock. The brokerage has set a target price of Rs 474 for the shares of Camlin Fine Sciences. This is estimated to be a tremendous increase of about 221 percent in its stock from Tuesday’s closing price. The brokerage believes that the company’s revenue growth may increase at the rate of about 18.8 percent CAGR between FY26 to FY28. This growth will be supported by strong sales of vanillin and specialty blends.

A big improvement can be seen not only in earnings but also in margins. The company’s EBITDA margin is expected to increase from around 10 per cent in FY25 to 21.8 per cent in FY28. Due to this, a strong growth in EBITDA is being estimated at a CAGR of about 56.8 percent.

2. Globus Spirits

The second stock is Globus Spirits. This company is in the business related to liquor and ethanol. For some time, the sector was under pressure from raw material prices, especially high prices of maize. But now the situation is changing. After Kharif season, maize has become cheaper and fuel cost is also becoming normal. According to the brokerage, due to this the company’s margins have also started improving rapidly. Increed Equities has given a target price of ₹1,850 for Globus Spirits, which suggests an upside of about 94 per cent from the current level.

According to the brokerage, the company’s manufacturing margin in the ethanol and ENA segments increased from ₹2 per liter in FY25 to ₹5 per liter in the September quarter. This improvement is expected to continue gradually.

3. Deepak Fertilizer

The third share is Deepak Fertilizer. Brokerage firm Increed Equities has set a target price of Rs 2,051 for this stock, which indicates an upside of about 70.4 percent from the current level. According to the brokerage, strong demand from mining, infrastructure and specialty chemicals sectors is playing an important role in driving the company’s growth.

Apart from this, the Government of India has set a target of increasing coal production to 1.5 billion tonnes by FY 2030 and this is also being considered a big positive for the company. This is expected to increase the consumption of TAN (Technical Ammonium Nitrate), which can prove beneficial for the business of Deepak Fertilizers.

4. TCPL Packaging

Talking about the fourth smallcap stock, brokerage houses seem positive about TCPL Packaging. Analysts have given a target price of ₹ 4,100 for this stock, which indicates an upside of about 34.1 percent from the current level. The brokerage believes that the company can directly benefit from the recovery in the FMCG sector. In particular, the volume growth of FMCG companies is expected to be better in the second half of the year.

In such a situation, TCPL Packaging’s earnings may improve due to increasing demand for packaging. The company’s strong presence and experience working with big FMCG brands could make it a big beneficiary of this recovery.

5. VRL Logistics

Talking about the fifth smallcap stock, the brokerage house is also keeping an eye on VRL Logistics. The brokerage has set a target price of Rs 325 for this share, which indicates an upside of about 24 percent from the current level.

The company’s management is hopeful that EBITDA margins may remain stable between 18 to 19 percent till FY27. EBITDA margin in the recent September quarter was 19.2 percent. On this basis, brokerage firm Increed has assumed an EBITDA margin of 18.8 percent for FY27. This is a big improvement over the average 14.7 per cent margin recorded between FY20 to FY24.

6. Thyrocare Technologies

Talking about the sixth and last smallcap stock, the brokerage house’s outlook on Thyrocare Technologies remains positive. The brokerage has set a target price of ₹ 540 for this stock, which indicates an upside of about 20 percent from the current level.

The brokerage reported that in FY25 the company made two acquisitions and expanded aggressively by adding 1,600 new franchises. This initially put pressure on the company’s margins. But despite this the company has shown tremendous improvement in profits. The company’s margin increased from 26.7 percent in FY24 to 30.7 percent in FY25. The main reason for this improvement was the benefit of better gross margin and operating leverage. The company aims to maintain a similar margin track in FY26 also. Due to this, brokerage is bullish on this stock.

Also read- Stock Crash: Shares fell 20% as soon as the market opened, lower circuit started, decline continues for 5 days

Disclaimer: The views and investment advice given by experts/brokerage firms on Moneycontrol are their own and not those of the website and its management. The site or management is not responsible for this. Moneycontrol advises users to consult certified experts before taking any investment decision.

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Market Outlook 2026: Know from Neelkanth Mishra on which triggers will drive the market, which sectors will be better to focus on – market outlook 2026 learn from Neelkanth Mishra about the key triggers that will drive the market and which sectors will be best to focus on

Market Outlook 2026 :Neelkanth Mishra, Chief Economist of Axis Bank and Head of Global Research of Axis Capital, who is considered a big giant of the economic world, was present with CNBC-Awaaz today to discuss the market outlook of 2026. Prior to Axis, he was associated with Credit Suisse for nearly two decades. You are also a part-time member of the Economic Advisory Committee to the Prime Minister. Let us understand what is Neelkanth Mishra’s view regarding the market.

Market may rise gradually, performance of financial sector will be quite good.

Neelkanth Mishra is of the opinion that now the era of fiscal and monetary stringency has been left behind. Credit growth is expected to reach 12% in 2027. The market may rise gradually. GDP growth in fiscal year 2027 is likely to be better than estimated. The performance of the financial sector will be very good in future. Autos will continue to get a boost after the GST cut. There is not much enthusiasm in export business.

More bullish outlook on domestic sector, rise in construction may boost metal

Neelkanth Mishra has a more bullish view on the domestic sector. He says that the dollar is very overvalued and the dollar needs to fall. A boost in metal is possible due to increase in construction in real estate. Better demand for ferrous metal is expected. The risk of Chinese dumping in chemicals is high. The chemical industrial capacity in China is not decreasing. Oversupply in China may put pressure on commodity chemical prices.

Disclaimer: The views expressed on Moneycontrol.com are the personal views of the experts. The website or management is not responsible for this. Money Control advises users to seek the advice of a certified expert before taking any investment decision.

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Share Market Down: Share market is falling due to these 3 reasons; Sensex falls 300 points, Nifty below 26100 – share market down today 7 jan on 3 big reasons sensex fall 300 points nifty below 26100

Share Market Down: Indian stock markets witnessed weakness for the third consecutive day on Wednesday, January 7. The Sensex fell by more than 300 points during trading. Whereas Nifty fell below 26,100. The stock market sentiment remains weak due to geopolitical tensions and continuous selling by foreign investors. Apart from this, investors also seem cautious due to weak global signals.

Around 12:25 pm, the BSE Sensex was trading 304.91 points or 0.35 per cent lower at 84,783.44. Whereas Nifty had fallen by 89.80 points or 0.34 percent to the level of 26,088.90.

There were 3 main reasons behind today’s decline in the stock market-

1. Increasing geopolitical tension

Rising global geopolitical tensions and new tariff concerns have weakened investors’ risk appetite. According to Ponmudi R, CEO of InReach, the market movement is likely to remain in a limited range due to profit booking at higher levels. He said that in the current market environment, stock and sector based movements can be shown instead of any major trend.

2. Selling by foreign investors

According to exchange data, foreign institutional investors (FIIs) made a net sale of about ₹107.63 crore from the Indian stock market on Tuesday. So far in the month of January, foreign investors have sold about Rs 3,100 crore. Due to continuous withdrawal of foreign investors, there is pressure on liquidity in the market, which is directly impacting the sentiment of investors.

3. Weak global signal

Negative signals were also received from Asian markets today. Japan’s Nikkei 225 and Hong Kong’s Hang Seng index were seen trading with weakness. This environment of caution in the global markets also created pressure on the Indian market.

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This multibagger share will be divided into 10 pieces, the company has given a bumper return of 89,000% in 5 years – shri adhikari brothers television announced a 1 10 stock split after share rose whooping 89000 percent in 5 years

Stock Split: Shri Adhikari Brothers Television Network Limited has announced to divide its shares into 10 small pieces i.e. stock split. After this announcement of the company, on Tuesday, January 6, the shares of Shri Adhikari Brothers Television Network closed up by about 1.6 percent. The special thing is that this is the same smallcap media company, whose shares have given bumper multibagger returns of about 89,000 percent to its investors in the last five years.

1:10 Stock split announced

The company said in a communication sent to the stock exchanges that its board of directors has approved the split of shares in the ratio of 1:10. Under this, each share of the company’s existing face value of Rs 10 will be divided into 10 shares of face value of Re 1 each. However, the approval of the shareholders is yet to be taken for this corporate action, which will be taken through postal ballot.

Approval to take loan from promoter also

In this meeting the board took another important decision. The company has also approved a plan to take a loan of up to ₹100 crore from the promoter. This loan will also include the option of conversion into equity shares in future. This proposal will also be put for the approval of the shareholders through postal ballot.

Occupation and background

Shri Adhikari Brothers Television Network Limited, which started business in 1994, is a company in the media and entertainment sector. It is primarily active in the business of content production and content syndication and provides content to various broadcasters, aggregators and satellite networks.

Tremendous jump in quarterly results

The company’s financial results have also been quite strong in recent times. The company’s standalone net profit in the September quarter stood at ₹14.1 crore, which is almost 83 times more than ₹0.17 crore in the same quarter last year. At the same time, the company’s revenue during the quarter increased by 244.44 percent on an annual basis to reach ₹ 4.34 crore.

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There is a sharp decline in the share market due to these 5 reasons – why share market down today 5 big reasons sensex falls 500 points nifty slips below 26200 watch video to know more

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Share Market Falls: The Indian stock market witnessed a decline for the second consecutive day on Tuesday, January 6. Sensex fell by 500 points during trading. At the same time, Nifty fell below 26,150. Profit booking in heavyweight stocks and selling by foreign investors weakened the stock market sentiment.

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