Weekly Fundamental Podcast by Rin...
Weekly Fundamental Podcast by Rini Mehta | 16th Oct 2023

Kotak Market Mantra por Kotak Securities

Notas del episodio
Highlights of 16th October Fundamental Weekly Podcast:- Benchmark indices like Sensex and Nifty and the BSE Midcap and the BSE Smallcap indices saw gains. - BSE Realty, BSE Metals and BSE Energy posted healthy gains during the week.- In India, the September CPI inflation moderated to 5% (from 6.8% in August) and the IIP for August increased to 10.3% from an upwardly revised print of 6% in July.- FIIs continue to be a net cash seller to the tune of Rs. 10,929.65 crores, to date in Oct’23. - PICK OF THE WEEK – CMS Info - TARGET - Rs 419-The company will be a key beneficiary of industry tailwinds like:1) Rising growth in organized retail2) Opportunities in brown label ATMs (~1 lakh ATMs will shift from bank capex to Brown label ATMs)3) Fresh opportunities in Deep Tech AI and IoT solutions (60%+ ATMs and bank branches need AIoT, ~40% need newer technol ... 
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