Saham Sterlite Tech dan HFCL melonjak hingga 5 persen

Saham HFCL dan Sterlite Technologies naik hingga 5 persen pada hari Jumat. Kenaikan ini membalikkan tren penurunan selama dua hari di tengah pemulihan yang lebih luas pada saham-saham teknologi global.

Rebound ini terkait dengan sektor pusat data India yang terus berkembang. Pertumbuhan dalam industri ini didukung oleh tren digitalisasi dan meningkatnya permintaan untuk aplikasi Kecerdasan Buatan (Artificial Intelligence).

HFCL dan Sterlite Technologies merupakan produsen kabel serat optik utama. Para analis tetap mempertahankan pandangan positif terhadap prospek ekspansi berkelanjutan kedua perusahaan tersebut.

Pergerakan ini terjadi setelah saham-saham tersebut mengalami kerugian selama dua hari. Tidak ada target harga spesifik atau pernyataan tambahan dari perusahaan yang disertakan dalam laporan tersebut.

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Split-scene illustration of BSE trading floor showing high-priced stocks' divergent FY26 performance: laggards crashing amid global tensions, gainers surging.
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High-priced BSE stocks diverge in FY26 performance

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Among 68 high-priced stocks trading above Rs 5,000 on the BSE, FY26 has brought more declines than gains amid global uncertainty and geopolitical tensions. The top six laggards fell 25-40%, while top gainers surged 40-130%. Institutional holdings vary across these stocks.

Indian IT stocks fell sharply on Wednesday following HCL Technologies' disappointing fourth-quarter earnings and cautious outlook. The Nifty IT index suffered a substantial drop amid renewed investor worries over artificial intelligence disruption. Major firms including Infosys, TCS and Tech Mahindra also declined.

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HCL Technologies shares dropped more than 9% following disappointing March quarter results and cautious FY27 guidance. While year-on-year profit and revenue grew, sequential declines in constant currency and margins fell short of expectations. Brokerages including JPMorgan and HSBC cut their target prices in response.

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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Indian benchmark indices Sensex and Nifty closed nearly 6% higher for the week, snapping a six-week losing streak after a ceasefire between the US and Iran. Both indices rose 1.2% on Friday. Investors adopted a risk-on approach amid reduced volatility.

Dell Technologies reported robust results that drove its stock up more than 30 percent. The company raised its fiscal 2027 revenue guidance by 27 billion dollars and nearly 5 dollars in earnings per share. Artificial intelligence server revenue jumped 757 percent year over year.

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Indian stock markets rose more than 1 percent on Monday as the Nifty index crossed back above 24,000. The gains followed positive global signals including hopes for a US-Iran deal and lower oil prices.

 

 

 

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