Mumbai, January 5: Indian equity markets resume trading on Monday, January 5, with investors closely tracking stocks to buy or sell based on fresh corporate updates that could drive near-term, stock-specific action. Several frontline companies across financials, retail, and energy have announced key business developments and quarterly updates, setting the tone for stocks to watch, buy, or sell in the first full trading week of the new year.

With sentiment turning cautiously optimistic after a volatile 2025, market participants are focusing on companies showing healthy growth, balance-sheet improvement, and visibility in earnings. Here are five key stocks to watch in the January 5 trading session. Stock Market Today: Sensex, Nifty Post Mild Gains As Auto, Metal Stocks Lead Rally.

Bajaj Finance (NSE: BAJFINANCE)

Bajaj Finance remains firmly on investors’ radar after its third-quarter business update. The NBFC continues to display strong growth momentum, supported by diversified lending products and stable asset quality. Brokerages expect the company to deliver a 24–25% CAGR in Assets Under Management over the medium term. Its ability to scale new offerings while protecting net interest margins will be critical for sustaining valuations. Stock Market Holidays in January 2026: NSE and BSE To Remain Closed on These Days, Check List of Share Market Holiday Dates.

Bandhan Bank (NSE: BANDHANBNK)

Bandhan Bank is in focus following decisive steps to clean up its balance sheet. The lender has completed the sale of an unsecured NPA portfolio with a principal outstanding of INR 3,165.25 crore. It has also sold a written-off loan book worth over INR 3,700 crore to Phoenix ARC. These measures are expected to improve asset quality ratios and provide relief to earnings volatility.

Bank of Baroda (NSE: BANKBARODA)

Bank of Baroda reported solid operational momentum, with its global business growing 12.2% year-on-year to INR 28.9 lakh crore as of December 31. Retail advances rose sharply by 17.3%, highlighting strong credit demand in the consumer segment. The update reinforces confidence in public sector banks benefiting from improving loan growth and asset quality.

Avenue Supermarts (NSE: DMART)

Avenue Supermarts, which operates the DMart retail chain, remains under the spotlight as it adapts to a more competitive retail environment. The company is implementing corrective measures, including leadership changes and calibrated expansion of its DMart Ready online platform. Analysts see potential upside if execution improves, supported by DMart’s strong balance sheet and efficient cost structure.

ONGC (NSE: ONGC)

ONGC is attracting attention amid reports of geopolitical developments that could unlock close to USD 1 billion in pending dues from Venezuelan oil assets. Any resolution may revive crude production and strengthen ONGC’s overseas cash flows. The stock could react to further clarity on international operations and global crude price trends.

As markets reopen on January 5, stock-specific triggers are likely to dominate trading activity. Companies showing strong business growth, cleaner balance sheets, and clear strategic direction may continue to attract investor interest. While broader market volatility may persist, these five stocks offer important cues on sentiment across financials, retail, and energy as the final quarter of the financial year begins.

(Disclaimer: The information provided in this article is based on news reports and is not intended as investment advice. Investing in stocks involves risk. LatestLY advises its readers to consult with a financial advisor before making any investment decisions.)

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(The above story first appeared on LatestLY on Jan 05, 2026 08:00 AM IST. For more news and updates on politics, world, sports, entertainment and lifestyle, log on to our website latestly.com).