- As per market grapevine, stocks to watch include 20 Microns, AVT Natural, Chemcon, FDC, GPPL, IOLCP, Jamna Auto, Jenburkt Pharma, Jumbo Bag, Metroglobal, Rajesh Power, KLL, Panama Petrochem, POEL, Mazda, Rupa, Univastu, Va Tech Wabag, Vodafone Idea, Wanbury and Yes Bank.
- One-year stock market returns (May 2026): South Korea +180-190%, Taiwan +89-99%, Japan +66-67%, Pakistan +59%, Vietnam +46-51%, Brazil +35%, USA +26.8%, China +24.9%, Kuwait +9.4%, while India delivered -4.9%. As per market grapevine, high oil prices, FPI outflows and slower earnings growth have weighed on Indian markets.
- Very important: As per market grapevine, both the old and new BSE websites continue to face speed and accessibility issues, especially during quarterly result announcements. Analysts and investors are urging BSE’s technical team to improve bandwidth and website performance for smoother access to disclosures and results.
- Big alert: FIIs sold shares worth Rs.1,26,098.79 cr. during April and May. As per market grapevine, continued FII outflows could create pressure on market sentiment and mutual fund flows. There are increasing calls for measures to attract FFI, FPI and NRI investments, including a review of STT and long-term capital gains tax.
- As per market grapevine, 20 Microns, Chemcon, GPPL, IOLCP, Jenburkt Pharma, Jumbo Bag, Metroglobal, POEL, Mazda, Rajesh Power, Rupa and Univastu may deliver good returns over the next 3-4 months despite uncertain market conditions.
- Chemcon Speciality Chemicals posted 61% higher PAT of Rs.6.37 cr. in Q4FY26. With reserves of Rs.447 cr. against equity of Rs.36.63 cr., a 65% dividend and optimistic FY27 outlook, the stock looks attractive at Rs.186 versus its 52-week high of Rs.295.
- Gandhar Oil Refinery reported 138% higher Q4FY26 PAT of Rs.31 cr. and 56% higher FY26 PAT of Rs.123.61 cr., with FY26 EPS at Rs.13.83. Expansion plans in Raigad and South Africa, along with reserves of Rs.1,333 cr. against equity of Rs.19.58 cr., support a strong FY27 outlook. Stock may surpass its 52-week high of Rs.184.
- Gujarat Pipavav Port posted 30% higher FY26 PAT of Rs.515 cr. and declared a 104% dividend. The proposed Rs.17,000 cr. investment at Pipavav Port is a major positive trigger. With a P/E of 15, margin of 65% and strong institutional ownership, the stock looks attractive at Rs.157 versus its lifetime high of Rs.262.
- IOL Chemicals & Pharmaceuticals continues to strengthen backward integration and expand its non-Ibuprofen portfolio, whose share has risen from 18% to 37% over the past six years. Management remains optimistic for the next 2-3 quarters, and the stock may re-test its previous high of Rs.178.
- Mazda reported FY26 PAT of Rs.26.62 cr. and raised its dividend to 200% from 180% in FY25. Debt-free with reserves of Rs.245 cr. against equity of just Rs.4 cr., the stock looks attractive at Rs.222 cum dividend versus its all-time high of Rs.429.
