Sensex, Nifty Live Updates: Indus Towers Stock to Buy as Markets Turn Cautious Ahead of Fed Meeting (Dec 8, 2025)
December 8, 2025, 12:04 AM EST. Markets opened flat as the Sensex and Nifty edged lower ahead of the US Federal Reserve meeting on Dec 9-10. The NIFTY 50 traded around 26,159.80 and the Sensex near 85,624.84, down about -0.10%. Traders remain cautious on tariff clarity and geopolitical cues, though domestic fundamentals stay supported by the RBI rate cut. The stock to buy today: Indus Towers at roughly ₹415.70. Crude futures rose on hopes of a Fed rate cut this week. Other headlines include Coforge launching an AI CoE and GK Energy's solar pumps milestone; IndiGo stock under pressure after DGCA action. Market mood remains cautious into year-end as investors await concrete policy signals.
Eternal Ltd. block deal worth Rs 1,535 crore; stock gains ~1.5% on Monday
December 8, 2025, 12:03 AM EST. Eternal Ltd, the parent of Zomato and Blinkit, witnessed a block deal of about 5.3 crore shares (roughly 0.54% of equity) traded around Rs 290.4 each, valuing the deal at Rs 1,535 crore on the NSE. The stock rose 1.54% to Rs 296.90, extending its year-to-date gains to 7.32% with a market capitalization near Rs 2.7 lakh crore. The deal follows reports of an institutional investor aiming to offload up to 0.5% at a floor of Rs 289.5. Eternal has seen multiple large trades this year, including ~90 lakh shares in mid-November and 60.93 lakh in June. In Q2 FY26, net profit fell 63% YoY to Rs 65 crore as revenue jumped over Rs 13,590 crore (up 183%). The company has also infused about Rs 2,600 crore into Blinkit in 2025 to fund expansion and working capital.
BillionToOne: Is the Triple-Digit Price Justified Amid Volatility and Growth Hopes?
December 8, 2025, 12:02 AM EST. BillionToOne's triple-digit price invites scrutiny of growth versus risk. After a 14% weekly drop but a 1-month gain, investors weigh expanding test portfolios and clinical adoption against high multiples and a still-negative cash flow. Our checks show a cautious stance: current TTM free cash flow is about -$14.4 million and analysts expect a turn positive by 2026-2029, with forecasts rising toward $128M of FCF by 2029 and roughly $270M by 2035. A two-stage DCF yields an intrinsic value near $106.45 per share, about 4.9% overvalued at today's price. A trailing Price-to-Sales lens underscores reliance on future growth. Bottom line: the stock's high price reflects optimism, but the risk timing and cash flow profile warrant careful consideration.
Nordea (HLSE:NDA FI) Valuation Revisited After a Strong 3-Month and 1-Year Rally
December 8, 2025, 12:01 AM EST.Nordea Bank Abp has delivered a notable stock rally, up about 14% in the last three months and nearly 50% over the past year, supported by earnings resilience, capital strength, and ongoing buybacks. At current levels, the stock sits near the analyst fair value of €15.44, with a market price around €15.41, suggesting limited upside unless profits grow, yet the narrative points to continued EPS and ROE outperformance as efficiency and capital optimization proceed. The valuation implies a narrow margin of safety given a P/E around 11x vs a ~10x peer level, and potential risks include legal/regulatory headwinds and capital demands. Investors should weigh the balance between earnings resilience, capital returns, and a valuation reset against these headwinds.
