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STOCK TO BANK ON 

Canara Bank
BSE Code: 532483
CMP: ₹11.65 

Whispers in Dalal Street suggest PSU banking counters are once again coming into favour after a healthy pullback, with Canara Bank firmly in the spotlight. As the fourth-largest public sector lender, the bank’s asset quality saw a further improvement in the June quarter — something that hasn’t gone unnoticed by the street. Technically, chartists point to a strong set-up building post the recent correction, with volumes picking up smartly over the past few sessions – hinting at renewed accumulation. Sentiment too has taken a turn for the better, leading to believe that a re-test of its all-time high may just be on the cards. What’s adding fuel to the chatter is the FII activity: foreign investors have quietly upped their stake from 10.54 per cent in March 2025 to 11.38 per cent in the quarter ended June 2025. With risk-reward turning favourable and PSU banks back in vogue, smart money seems to be sniffing an opportunity here. 

READY FOR A PROFIT SPRINT 

Exide Industries Ltd
BSE Code: 500086
CMP: ₹393.10 

Exide, a name trusted in batteries for over seven decades, has remained largely dormant through 2025 — until now. Buzz from dealer circles suggests the stock is once again drawing attention from well-heeled investors after clocking its highest single-day volume in over a year, signalling fresh accumulation. Operationally, Q1FY26 saw strong double-digit growth across auto replacement, industrial UPS and solar divisions, while sectors like power, railways and traction have also revived, delivering double-digit upticks. Management acknowledges input cost pressures but is confident of offsetting them through ongoing cost-efficiency projects. With sentiment shifting and fundamentals intact, street talk is that Exide may just have enough spark to recharge portfolios in the coming months. 

CELEBRATING RICH RETURNS 

India Hotels Co.
BSE Code: 500850
CMP: ₹775.00 

There’s early Diwali cheer on Dalal Street, with hotel stocks buzzing post the GST reform chatter — and Indian Hotels Company (owner of the iconic Taj chain) is right at the centre of it. Dealers say the street is factoring in big gains from the proposed GST tweak that could slash tax to 5 per cent on room tariffs below `7,500 — a move that directly boosts the high-growth Ginger brand. With Ginger’s occupancy already at an impressive 71 per cent (versus the industry’s 57 per cent), smart money has started piling in ahead of the curve. Word is: climb aboard now, before the fireworks really begin. 

IN PRIME FORM 

JK Cement Ltd.
BSE Code: 532644
CMP: ₹7,392.85 

JK Cement has already rewarded investors with over 50 per cent returns in CY25 — and the street says the rally may be far from over. Ranked among India’s top-10 grey cement makers, the company enjoys one of the highest blended realisations and EBITDA per tonne in the sector, trailing only the market leaders. Dealer talk suggests fresh upside could be on the cards after a prominent brokerage flagged JK Cement as a “preferred play” to benefit from upcoming GST reforms. 

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