Axis Securities sees 2% UPSIDE in Polycab India- Strong Growth in Cables and Wires; FMEG Segment Still Struggles
Читать полностью…Dolat Analysis sees 12% UPSIDE in Metro Brands- Disappointing performance; Downgrade to Accumulate
Читать полностью…Systematix sees 19% UPSIDE in Home First Finance- In-line operating results; growth guidance steady
Читать полностью…Prabhudas Lilladher sees 13% UPSIDE in Jindal Stainless- Strong performance despite weak pricing
Читать полностью…Axis Securities sees 11% UPSIDE in Hindustan Unilever Ltd- Demand On Recovery Track; Maintain BUY
Читать полностью…Dolat Analysis sees 10% UPSIDE in Reliance Industries- Upstream & Retail major EBITDA growth driver
Читать полностью…HDFC Securities sees 6% UPSIDE in Angel One - Plateauing marginal utility; we believe that the quality of incremental customer additions is turning inferior (lower trading intensity)
Читать полностью…Equirus sees 15% UPSIDE in IndusInd Bank - Focusing on granular retail business; retain LONG
Читать полностью…Motilal Oswal sees 25% UPSIDE in IIFL Finance- Healthy profitability aided by NIM expansion
Читать полностью…Motilal Oswal sees 1% DOWNSIDE in Tata Communications- Integration of Kaleyra drives EBITDA
Читать полностью…Motilal Oswal sees 18% UPSIDE in Poonawalla Fincorp- Earnings in line despite NIM compression
Читать полностью…Yes Securities sees 18% UPSIDE in ICICI Prudential Life- IPRU continues to provide reasons for us to remain cautious
Читать полностью…Centrum sees 4% UPSIDE in Metro Brands- Tepid demand; inflated inventory impact margins
Читать полностью…Centrum sees 2% UPSIDE in Jindal Stainless- In-line EBITDA; EBITDA/t guidance trimmed
Читать полностью…Centrum sees 2% DOWNSIDE in Hindustan Unilever Ltd- Changing consumer cred; delayed volume recovery
Читать полностью…Centrum sees 21% UPSIDE in Reliance Industries Ltd- Muted O2C performance offset by other segments
Читать полностью…HDFC Securities Results Review 19 January 2024
IndusInd Bank: REDUCE | TP 1380 | Closer to the brink; deposit mobilisation remains key
ICICI Prudential Life: ADD | TP 545 | Switch to growth mindset takes toll on profitability
IndiaMART InterMESH: BUY | TP 2900 | Volume remains soft; realisation driving growth
Happiest Minds Technologies: ADD | TP 935 | Set-up for acceleration in FY25E
Mastek: ADD | TP 3230 | Deal booking to drive growth
HDFC Securities sees 14% UPSIDE in MCX - A new beginning; The launch of new products like steel bars, index options, and shorter-duration options will further boost volumes
Читать полностью…CLSA sees 32% UPSIDE in HDFC Bank - Client feedback; Key debate on how to balance deposit growth and NIM
Читать полностью…Emkay sees 23% UPSIDE in Aarti Industries- Best play on demand recovery in chemicals; initiate with BUY
Читать полностью…Yes Securities sees 12% UPSIDE in Tata Communication Ltd- Mixed operating performance with Digital Segment driving growth momentum
Читать полностью…Motilal Oswal sees 20% UPSIDE in ICICI Prudential Life Insurance- VNB margin hit due to adverse product mix
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