Bharti Airtel sempat lampaui nilai pasar HDFC Bank

Bharti Airtel sempat menyalip HDFC Bank pada hari Senin untuk menjadi perusahaan paling bernilai kedua di India berdasarkan kapitalisasi pasar. Operator telekomunikasi tersebut mencapai nilai ₹11,9 lakh crore sebelum HDFC Bank kembali merebut posisi tersebut saat penutupan perdagangan.

Pergeseran ini terjadi di tengah kinerja yang kurang memuaskan dari para pemimpin pasar tradisional di sektor-sektor seperti teknologi informasi dan perbankan. Kenaikan Bharti Airtel menyoroti perubahan preferensi investor di Dalal Street selama sesi perdagangan berlangsung.

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Domestic institutional investors raised their holdings in several large-cap Indian companies during the March 2026 quarter. Buying focused on financial, technology, telecom and industrial names even as share prices fell sharply.

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Several brokerages have identified 10 largecap stocks in India with significant upside potential despite rising oil prices from the US-Iran war. Crude oil has surpassed $125 per barrel, fueling inflation fears and market uncertainty. Stocks like HDFC Bank and Bharti Airtel top the lists from firms including Jefferies and Axis Direct.

HDFC Bank announced steady performance in its fourth quarter, with deposits increasing 15% year-over-year and advances rising 12%. Average deposits reached Rs 28.51 lakh crore, while period-end deposits stood at Rs 31.06 lakh crore. The update comes amid recent headlines over the abrupt departure of director Atanu Chakraborty.

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Indian IT stocks surged on Monday, outperforming the broader market. The Nifty IT index reached its highest level since April 23.

 

 

 

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