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산업/기업
IAEA’s leniency allows Ukraine to inch closer to dangerous threshold — Rosatom CEO
The IAEA’s operating principles include misguided political correctness, or a flawed understanding of professionalism, Alexey Likhachev noted
"GUIDED" · 총 71건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 87,575건을 분석한 결과, 뉴스 심리지수는 50.2(균형)입니다. 긍정 4,360건(5.0%)·중립 81,069건(92.6%)·부정 2,146건(2.5%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.7(중도 균형)입니다.
The IAEA’s operating principles include misguided political correctness, or a flawed understanding of professionalism, Alexey Likhachev noted
Decades of misguided economic policymaking have left China in a demographic hole that it seems incapable of climbing out of.
President Prabowo Subianto on Monday stressed that Indonesia's economic development must be guided by Pancasila ...
Shares of Asian Paints rallied as much as 4% to their day’s high of Rs 2,778 on the BSE on Monday after the company reported a consolidated net profit of Rs 1,172 crore for the fourth quarter of FY26, marking a 69% year-on-year increase from Rs 692 crore posted in the corresponding quarter last year. Revenue from operations during the January-March quarter rose 11% to Rs 9,228.46 crore, compared with Rs 8,349.59 crore reported a year earlier.During the quarter under review, total income increased by more than 11% year-on-year to Rs 9,418 crore. Total expenses rose at a slower pace, increasing nearly 8% to Rs 7,829.17 crore.EBITDA for the quarter rose 24.4% year-on-year to Rs 1,787 crore from Rs 1,436.2 crore in the corresponding period last year. EBITDA margin expanded by more than 200 basis points to 19.3%, compared with 17.2% a year earlier. For the full financial year ended March 31, 2026, Asian Paints reported a consolidated net profit of Rs 4,325.35 crore, up 18% from Rs 3,667.23 crore recorded in the previous financial year. Annual revenue from operations rose around 5% year-on-year to Rs 35,583.54 crore in FY26.Asian Paints shares: Buy, sell or hold?Nomura raised its target price to Rs 3,600 (35% upside) while maintaining a Buy rating, highlighting that the company not only retained but improved its guidance despite cumulative price hikes of around 13.5% year-to-date, including 10.5% implemented in April-May and a further 3% increase announced to dealers. The brokerage noted that management's decision to maintain volume growth guidance of 8-10% signals confidence in a strong demand environment. It also pointed to improved product mix guidance of -3% to -4%, compared with the earlier expectation of -5% to -6%, driven by a greater push towards premium and luxury paints, implying high-teens sales growth in FY27. The brokerage also maintained its operating margin guidance of 18-20% despite raw material inflation and competitive pressures. Nomura believes there is a high probability of crude oil prices moderating from current levels over the next six months, which could further support margins.Motilal Oswal maintained its Neutral rating on Asian Paints with a target price of Rs 2,750, implying a modest upside of up to 3%. The brokerage raised its FY27 and FY28 earnings estimates by 3%-4%, citing better-than-expected revenue performance. However, it cautioned that the uncertain geopolitical environment and persistent inflationary pressures could continue to weigh on overall demand. Management has guided for high single-digit volume growth in FY27 despite significant price hikes, supported by a favourable base, more painting days due to El Niño conditions and an extended festive season. The brokerage expects standalone EBITDA margins of 19.1% and 19.5% for FY27 and FY28, respectively, while consolidated margins are projected at 18.2% and 18.6%. It also noted that paint demand has remained subdued over the past two years, and recent price increases could delay a broader demand recovery. To counter competitive pressures, Asian Paints continues to focus on product innovation, strengthening brand salience, regionalisation and execution.JM Financial upgraded Asian Paints to Add with a target price of Rs 2,815, implying an upside of 5.4%. The brokerage believes the company's FY27 revenue outlook remains encouraging, supported by management's volume growth guidance of 8-10%. Combined with double-digit price increases, including hikes of around 10.4% already implemented and an additional 2-4% announced from June, along with a lower adverse mix impact of 3-4%, this is expected to drive mid-teen sales growth in FY27. JM Financial noted that demand trends remained stable during April and May, while management remains optimistic about business momentum in the second and third quarters of FY27, aided by a longer festive season. Also read: PSU bank stocks vs private banks in FY27: The valuation trap you need to avoidThe brokerage also highlighted that management has reiterated its EBITDA margin guidance of 18-20% despite significant raw material inflation, supported by price hikes, sourcing efficiencies, an improved product mix and calibrated spending. However, the company expects competitive intensity in the paints sector to remain elevated. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
Google DeepMind CEO Demis Hassabis argues companies cutting engineers due to AI are misguided. He believes increased productivity should fuel more projects, not layoffs. Hassabis sees AI as an opportunity to expand ambitions, not shrink workforces, and is eager to hire talent shed by rivals for new ventures like drug discovery and game design.
Shares of InterGlobe Aviation, the operator of budget carrier IndiGo, rallied as much as 5% to their day's high of Rs 4,634 on the NSE on Monday despite reporting a net loss of Rs 2,536 crore for the fourth quarter of FY26, compared with a net profit of Rs 3,067 crore in the corresponding period last year. Revenue from operations, however, edged up 1% year-on-year (YoY) to Rs 22,438 crore.The airline said its operational performance during the quarter was affected by disruptions linked to the ongoing conflict in the Middle East. Capacity, measured in available seat kilometres (ASKs), increased 3.4% YoY to 43.6 billion.Passenger traffic stood at 31.6 million during the quarter, marking a marginal decline of 1.1% from a year earlier. EBITDAR, excluding foreign exchange impact, stood at Rs 6,435 crore, down from Rs 6,862 crore in the corresponding quarter last year. The EBITDAR margin narrowed to 28.7% from 31%.IndiGo shares: Should you buy, sell or hold?Goldman Sachs maintained its Buy rating and target price of Rs 5,200, implying an upside of 18% from current levels. The Wall Street major said the airline did not provide full-year FY27 capacity guidance, while elevated costs continue to remain an overhang. Goldman Sachs highlighted that the broader Indian aviation sector, barring IndiGo, continues to face weak profitability and balance sheet stress. The brokerage has retained its valuation at 10x FY28 estimated EV/EBITDAR.Jefferies maintained its Buy rating but lowered its target price to Rs 5,380 (22% upside) from Rs 5,500. The brokerage said the airline delivered a weak but largely in-line performance in the fourth quarter and expects the near-term outlook to remain challenging amid elevated cost pressures. For the first quarter, IndiGo has guided for mid-teen growth in unit revenue, largely driven by higher pricing, with demand so far remaining resilient enough to absorb part of the cost increases. Jefferies believes operating conditions will remain difficult in the near term, though the environment is likely to be even more challenging for peers.Motilal Oswal maintained its Buy rating on IndiGo with a target price of Rs 5,600, implying an upside potential of 27%. The brokerage said that despite near-term challenges from Middle East airspace disruptions, elevated fuel prices, rupee depreciation and higher damp-lease exposure, it remains positive on the airline's long-term growth strategy.It believes IndiGo is well positioned to benefit from India's strong domestic aviation demand and steadily expanding international network. Looking ahead, Motilal Oswal expects a gradual normalisation of international operations, a reduction in Pratt & Whitney-related aircraft groundings, ongoing fleet additions, and the deployment of A321XLR aircraft on international routes to support an earnings recovery.JM Financial maintained its Add rating with a target price of Rs 5,000, noting that capacity growth remained subdued due to the Middle East conflict. IndiGo reported ASK growth of 3.4% year-on-year to 43.6 billion in Q4FY26 and has guided for 3-4% ASK growth in Q1FY27, with most of the increase expected to come from domestic metro and leisure routes.The brokerage expects this, coupled with mid-teen PRASK growth on a favourable base, to support a recovery in unit economics. Capacity was significantly impacted by the West Asia conflict, with around 18% of total capacity affected and more than 160 daily international flights disrupted in March 2026. However, the airline indicated that capacity recovered to around two-thirds of normal levels in May and expects full normalisation by the end of June. JM Financial also highlighted that the number of grounded aircraft remains in the 40s but is likely to decline to the 30s by year-end, which could provide a meaningful boost to both capacity and costs.Elara Capital maintained its Buy rating and target price of Rs 6,020, arguing that the stock's roughly 25% decline over the past six months due to flight disruptions, the Middle East conflict, higher crude oil prices and rupee weakness has created an attractive opportunity. The brokerage believes the market is overly focused on near-term challenges while overlooking the benefits of a prolonged industry-wide capacity shortage.It highlighted that domestic advance fares are up around 17% year-on-year, while international advance fares have risen nearly 40%. Elara also noted that IndiGo reported an adjusted profit of Rs 25 billion in Q4FY26 despite a non-cash foreign exchange loss of Rs 48 billion. Additionally, competitor capacity reductions have been deeper than IndiGo's, supporting the airline's market share gains and pricing power. While the brokerage has lowered its FY27 EBITDA estimate by 7% to account for higher crude oil and rupee assumptions, its FY28 estimates remain broadly unchanged.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
The US military has covertly guided 70 cargo ships through the Strait of Hormuz, most with their transponders turned off, a report says Read Full Article at RT.com
Royal Challengers Bengaluru secured their second consecutive IPL title by defeating Gujarat Titans. Star batter Virat Kohli and all-rounder Krunal Pandya celebrated the historic win with dhols. Kohli's unbeaten 75 guided RCB to a clinical chase. This victory makes RCB the third franchise to defend their IPL crown. Kohli was named Player of the Match for his exceptional performance.
Chasemaster Virat Kohli fulfilled a long-held dream by hitting the winning six to secure Royal Challengers Bengaluru's second IPL title. His unbeaten 75, featuring his fastest IPL fifty, guided RCB to a five-wicket victory. Kohli emphasised the team's strength and the fans' unwavering support as key to their championship success.
Virat Kohli's masterful unbeaten 75 guided Royal Challengers Bengaluru to a thrilling five-wicket victory over Gujarat Titans in the IPL 2026 final. Kohli struck the winning six, securing RCB's second IPL title and igniting jubilant celebrations. His rapid half-century and calm anchoring of the chase proved decisive in the dramatic finale.
Virat Kohli delivered a masterclass in the IPL 2026 final, smashing the fastest half-century of his career in just 25 balls. Despite a mid-innings collapse, Kohli's composed innings guided Royal Challengers Bengaluru in their chase of 156 against Gujarat Titans. His remarkable performance placed him among the fastest fifties in IPL final history.
Type-88 surface-to-ship guided missiles of Japan's Ground Self-Defense Force are expected to be up for consideration.
Russian forces launched more than 2,300 strike drones, nearly 1,560 guided aerial bombs, and 108 missiles of various types against Ukraine over the past week.
This Alor Setar eatery serves hundreds of people daily, guided by a simple belief that hunger should never come with conditions.
In a speech at the Shangri-La Dialogues, Pete Hegseth pointed to closer cooperation between India and the United States on naval matters and co-production of Javelin anti-tank guided munitions
In any case, People Power does not have to be an EDSA, with a million of us finding ourselves pouring out onto the streets guided by some unseen shepherding hand. People Power is about speaking truth, and taking the fight for it, to power.
From in-villa dining to guided wellness treatments, this Penang property keeps the focus on calm, privacy and ease.
Cheap FPV drones, AI-guided weapons and long-range strikes have turned Ukraine into a global drone powerhouse, threatening Russian infrastructure, reshaping the front line and offering Israel urgent lessons against Hezbollah
The National Counterterrorism Strategy is a refreshing reset from previous misguided activities undertaken in the name of 'counterterrorism.'