Stcoks to watch out on 15-04
Positive News 1. Ashoka Buildcon The company has been declared the lowest bidder for a ₹568.86 crore railway project by Central Railway. This win could boost the company's order book and revenue prospects, possibly leading to positive investor sentiment. 2. Zydus Lifesciences Zydus is acquiring an 85.6% stake in French orthopedic firm Amplitude Surgical for approximately ₹2,851 crore. This acquisition marks Zydus's entry into the European medtech market, potentially enhancing its global footprint and revenue diversification. 3. HDFC Bank & SBI Both banks have reduced their deposit rates following the Reserve Bank of India's repo rate cut. Lower deposit rates can help improve the banks' net interest margins, which might positively influence their profitability. Negative News 1. Tata Motors The U.S. has imposed a 25% tariff on imported vehicles, affecting Tata Motors' subsidiary, Jaguar Land Rover, which has a significant market in the U.S. These tariffs could lead to increased vehicle prices and reduced demand in the U.S., potentially impacting Tata Motors' revenues and stock performance. 2. Auto Parts Exporters (e.g., Samvardhana Motherson, Bharat Forge) The new U.S. tariffs also affect auto parts, posing challenges for Indian exporters. These companies might face reduced export orders and revenue pressures due to decreased demand from the U.S. market. 3. Morgan Stanley's Economic Forecast Morgan Stanley has lowered India's FY26 GDP growth forecast to 6.1% and reduced the Sensex target for December 2025 by 12% to 82,000. This downgrade could influence investor sentiment negatively, potentially leading to cautious market behavior.

















