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Stocks to watch: Infosys, Tata Motors, Paytm, IndusInd Bank, Senco Gold

Infosys made an announcement in a quarterly results development.

· Business Standard Mkts, ET Stocks

Stocks to watch today: Tata Consumer, Paytm, ITC Hotels and APL Apollo Tubes are among the key companies slated to announce their Q2 results today.

Against that, the stock is +0.0% on the day at ₹1,153.80, and has returned +9.6% over three months. It sits 32% below its 52-week high, which means a good deal of bad news was already in the price. The it sector has moved +4.6% over the same period, so Infosys is running 5.0 points ahead of its peers.

With Infosys, Tata Motors and One97 Communications all implicated, this reads as a IT-level move rather than a company-specific one, which is the more durable kind of signal.

  • Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
  • It touches several names at once (INFY, TMCV, PAYTM, INDUSINDBK), which points to a sector-level rather than company-specific driver.
  • Sector exposure: IT, Auto, Financial Services.
INFYTMCVPAYTMINDUSINDBKTATACONSUMITCITAutoFinancial ServicesBanks