BSE, NSE to Open for Trading on February 1 Ahead of Union Budget 2026
January 31, 2026, 1:43 AM EST. BSE and NSE will hold regular trading sessions on February 1, 2026, despite it falling on a Sunday, to coincide with the Union Budget presentation. Finance Minister Nirmala Sitharaman will present her ninth consecutive Budget at 11 a.m. The Ministry of Finance released the Economic Survey on January 29, setting the stage for the detailed Budget documents prepared by the Department of Economic Affairs. Markets have historically opened for Budget announcements even on weekends, with similar occurrences in 2025, 2020, and 2015. This session will run from 9:15 a.m. to 3:30 p.m., providing investors with a live window into proposed fiscal policies and financial plans for the new year.
Capgemini Shares Drop 23.7% Over Year; DCF Model Shows 38% Undervaluation
January 31, 2026, 1:42 AM EST. Capgemini's (ENXTPA:CAP) shares have fallen 23.7% in the past year, underperforming its peers amid shifting investor sentiment in the European IT and consulting sectors. The stock closed recently at €131.20, down 7.8% over 30 days and 6.8% year-to-date. A Discounted Cash Flow (DCF) analysis, which estimates the present value of future free cash flows, places Capgemini's intrinsic share value at €212.09 – 38.1% above current prices. With a valuation score of 5 out of 6 indicating undervaluation, the stock may attract value investors anticipating recovery based on fundamentals. This DCF model factors in projected free cash flows growing from €2.16 billion currently to €2.70 billion by 2030 after discounting. The market is weighing contract pipelines and cost trends that could affect future earnings growth and risk profiles.
Munich Re Shares Appear Undervalued After Recent Decline, Analysis Shows
January 31, 2026, 1:41 AM EST. Munich Re (XTRA:MUV2) shares closed at €512.40, down 8.9% in 30 days and 5.2% year-to-date, despite strong multi-year gains. Recent sector focus highlights reinsurers' capital strength amid evolving risk. Valuation models indicate Munich Re is undervalued by 64.4%, driven by a high excess return on equity (18.21%) over its cost of equity. The Discounted Cash Flow model estimates intrinsic value at about €1,439.83 per share, well above current prices. This presents a potential buying opportunity as the market price lags the company's estimated true worth. Investors should consider these metrics amid broader sector trends and pricing discipline in global reinsurance.
NSE and BSE to Remain Open for Trading on Union Budget Day, February 1, 2026
January 31, 2026, 1:11 AM EST. The National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) will remain open for trading on Sunday, February 1, 2026, the day the Union Budget 2026-27 is presented. This is a rare occurrence as markets typically close on weekends. Normal trading hours will apply, from 9:15 a.m. to 3:30 p.m., following a pre-open session starting at 9 a.m. However, specialized sessions like the T+0 settlement and auction sessions for settlement defaults will be suspended. The exchanges confirmed this through official circulars. The 2026 holiday calendar remains unchanged, with 16 public holidays observed throughout the year.
Software Stocks Dive Amid AI Concerns: Warning or Buying Chance?
January 31, 2026, 1:10 AM EST. Software stocks faced a sharp decline in January, with the iShares Expanded Tech-Software Sector ETF (IGV) dropping 16%. Major players like Microsoft, Palantir, and ServiceNow have seen significant price drops. Investors fear AI advancements could disrupt enterprise software by enabling customers to create in-house solutions or allowing AI startups to gain market share. Despite this, these companies continue to report solid growth and guidance. Valuations remain high, with ServiceNow trading at a price-to-earnings (P/E) ratio of 70 even after a 50% decline. This contrasts with semiconductor stocks like Nvidia, which offer faster growth at lower valuations. Experts suggest the sell-off might be a healthy correction amid AI concerns, but the sector's fundamentals and resilience could offer buying opportunities.
Exxon Mobil Valuation: Is XOM Stock Undervalued After Recent Gains?
January 31, 2026, 12:54 AM EST. Exxon Mobil (XOM) shares closed at $141.40, showing strong gains of 4.8% over the past week and 37.2% over the past year. Despite robust returns, valuation models suggest potential undervaluation. A Discounted Cash Flow (DCF) analysis estimates an intrinsic value of $195.83 per share, implying a 27.8% discount to current prices. Simply Wall St rates Exxon as undervalued on four of six financial metrics. Concerns over commodity price sensitivity and policy risks remain, yet long-term cash flow projections support investor interest. The Price-to-Earnings (P/E) ratio further assists in gauging market expectations against profit generation. Investors should consider both short-term headlines and intrinsic value before making decisions on Exxon Mobil stock.
Deckers Stock Surges 19% After Q3 Beat, Up Nearly 10,000% Since IPO
January 31, 2026, 12:25 AM EST. Deckers (DECK) shares jumped nearly 19% after beating third-quarter earnings expectations, fueled by strong sales of its Hoka and Ugg brands. The footwear maker reported 7.1% revenue growth to $1.96 billion and a 11% rise in earnings per share to $3.33, surpassing consensus estimates. Management raised full-year guidance with revenue forecast between $5.4 billion and $5.425 billion, driven by solid growth in both wholesale and direct-to-consumer channels. Despite a 46% dip over the past year amid inflation and weak spending, Deckers has gained roughly 9,660% since its 1993 IPO, more than doubling Nike's returns. The company's diverse product line and recovered international sales signal potential for further stock appreciation.
Rubicon Research's Stock Rally Backed by Strong ROE and Earnings Growth
January 31, 2026, 12:24 AM EST. Rubicon Research (NSE:RUBICON) stock surged 11% in three months, reflecting robust financial health. Its return on equity (ROE) stands at 26%, effectively double the industry average of 12%, highlighting efficient profit generation from shareholder investments. The company posted a 50% net income growth over five years, outpacing the industry's 13% rise. This performance correlates with a low payout ratio and efficient management. Rubicon's strong ROE and earnings growth indicate solid fundamentals supporting its market gains. Investors should weigh these metrics alongside valuation indicators such as price-to-earnings (P/E) ratios to judge if current prices reflect future growth prospects.
MHC.UN Stock Analysis: AI-Generated Trading Signals for Flagship Communities
January 31, 2026, 12:23 AM EST. Flagship Communities Real Estate Investment Trust (MHC.UN:CA) shows mixed AI-generated signals as of January 30, 2026. The near-term rating is weak, mid-term neutral, and long-term strong. Trading plans suggest buying near $25.83 with a target of $27.28 and stop loss at $25.70. Conversely, short positions are recommended near $27.28, targeting $25.83 with a stop loss at $27.42. These signals were updated at 11:59 PM ET and reflect AI analysis to guide traders on potential entry and exit points in this Canadian real estate investment trust.
RH Stock Valuation Under Scrutiny After Recent Decline and Mixed Returns
January 31, 2026, 12:09 AM EST. RH shares have declined about 3% in one day and nearly 13% over a week, despite a 30-day gain of 11%. The stock currently trades near $198.83, close to analyst fair value estimates of $210.35, suggesting a modest undervaluation. However, the one-year total shareholder return shows a 52.56% decline, indicating fading momentum. Growth prospects hinge on RH's planned expansion, including new Design and Outdoor Galleries in 2025, which could drive sales and brand visibility. Investors face risks from tariff pressures and a weak housing market, which could impact projections. The discounted cash flow model values RH substantially higher at $390.86, reflecting a 49% discount to current price. Market participants must weigh cash flow potential against a high 34x price-to-earnings multiple before deciding.
Aeroflex Industries' Stock Rises 12% Backed by 14% ROE and 22% Earnings Growth
January 31, 2026, 12:08 AM EST. Aeroflex Industries Limited (NSE:AEROFLEX) has seen its stock surge 12% in a week. The company's return on equity (ROE), a measure of profitability calculated as net profit divided by shareholder equity, stands at 14%, above the industry average of 10%. This indicates effective reinvestment of shareholder funds. Over five years, Aeroflex reported a robust 22% net income growth, aligning closely with the industry's 23% growth rate. Despite a moderate ROE, the company's earnings expansion reflects strong market performance and potential sustainability. Investors will need to assess if current valuations factor in this growth trajectory to gauge future stock potential.
