Kerbside

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation 

BANKING ON DIGITAL DISRUPTION 

Nucleus Software Exports
BSE Code: 531209
CMP: ₹1,294.95 

Nucleus Software Exports is quietly making waves in the global financial services space. The company provides lending and transaction banking solutions to over 200 banks and financial institutions across 50 countries. Its flagship platforms—FinnOne Neo® and FinnAxia®—are armed with over three decades of BFSI expertise, delivering AI-powered digital transformation for the modern financial institution. What’s caught the market’s eye lately is the stock’s recent gap-up opening, driven by the highest volume seen in nearly two years—a strong signal of institutional interest. According to a well-known technical analyst from a top brokerage, the chart is forming a bullish flag, a classic continuation pattern. If it breaks out, which seems imminent, a swift move of 10–15 per cent in the short term may be on the cards. 

SIGNS OF STRENGTH 

Macrotech Developers
BSE Code: 543287
CMP: ₹1,452.90 

The Nifty Realty Index, comprising 10 major listed real estate companies on the NSE, is quietly staging a comeback. Designed to mirror the performance of India’s realty sector, the index is showing strength— especially when viewed through the lens of the ratio chart against Nifty 500, which is gradually ticking higher. Translation? Realty is outperforming the broader market. Within this pack, Macrotech Developers, known for its flagship Lodha brand, is catching attention. With the Lodha brothers’ disputes now behind them and the technical setup turning bullish, the stock appears well-placed for a move. Momentum indicators hint at short- to medium-term upside, making it one to keep on the radar as realty regains ground. 

POWERING AEROSPACE & DEFENCE GROWTH 

Centum Electronics
BSE Code: 517544
CMP: ₹2,517.65 

Centum Electronics designs and manufactures advanced electronic systems, modules, and subsystems catering primarily to aerospace, defence, and industrial sectors. In FY25, over half of its earnings were driven by Defence, Space, and Aerospace. With market expectations pointing to continued robust demand from Defence, Space, and Aerospace in FY26, Centrum Electronics looks poised for further momentum. The stock appears to have plenty of steam left as it rides the tailwinds of these strategic sectors. 

(Closing price as of May 27, 2025)