Motilal Oswal sees 23% UPSIDE in L&T Finance- Navigating challenges and pivoting for long-term resilience
Читать полностью…DRChoksey InvestPro- Top Idea Picks March 2025
Divis Laboratories Ltd: ACC | TP 6435 |
HDFC AMC Ltd: BUY | TP 5095 |
Shree Cement Ltd: ACC | TP 30619 |
Tech Mahindra Ltd: ACC | TP 1801 |
Varun Beverages Ltd: BUY | TP 657 |
Zydus Lifesciences Ltd: BUY | TP 1201 |
Axis Securities on Axis PUNCH- Jubilant FoodWorks Ltd, with | TP 690 |
Читать полностью…Share India Thematic Report on Solar Industry- Where’s the Supply Glut Anyway?
#sector
Systematix Update on Cement Sector- Healthy volumes and improving prices aid recovery in February
#sector
Ultratech Cement | BUY | TP 12,660 |
Shree Cement | HOLD | TP 27,185 |
Ambuja Cement | BUY | TP 654 |
ACC | BUY | TP 2,701 |
Dalmia Bharat | HOLD | TP 1,853 |
JK Cement | HOLD | TP 4,582 |
Ramco Cement | HOLD | TP 1,000 |
Sagar Cements | HOLD | TP 221 |
ICICI Securities Update on Internet- India hyperlocal e-commerce: It’s time to be greedy. BUY on Swiggy and Zomato.
#sector
Antique on
Oil & Gas – Upstream: ONGC, Oil India are trading at the cheapest valuation
Oil India: BUY | TP 610 |
#sector
PL Capital sees 10% UPSIDE in HealthCare Global Enterprises - Ownership change; margins to improve
Читать полностью…Mirae Asset Sharekhan sees 27% UPSIDE in Mastek - UK business on strong footing
Читать полностью…Nuvama sees 39% UPSIDE in Schaeffler India - Good quarter; exports picking up
Читать полностью…Share India Securities Thematic Report on Water Industry- Unlocking Blue Revolution
The companies like Jash Engineering, VA Tech Wabag, EMS Ltd, Enviro Infra and VVIP Infra are working extensively in various sub segments and have very high potential to leverage based on their products, technology and their skillful engineering expertise.
#sector
Motilal Oswal sees 7% UPSIDE in Jubilant FoodWorks- Banking on value offerings and tech capabilities
Читать полностью…Axis Securities sees 15% UPSIDE in Healthcare Global Enterprises Ltd- Leadership Changes; Growth Ahead
Читать полностью…Nuvama Flash Note on Coal India, with | TP 419 |- Price hike—a welcome move
Читать полностью…Mirae Asset Sharekhan sees 21% UPSIDE in Federal Bank Ltd- High on aspiration, execution is key
Читать полностью…Motilal Oswal on Bulls & Bears- India valuations handbook
Читать полностью…ICICI Securities sees 34% UPSIDE in City Union Bank- Improving resilience on NIM/growth; risk-reward favourable at current valuations
Читать полностью…Axis Securities sees 27% UPSIDE in Dalmia Bharat Limited- New Capacity Announcement Augurs Well; Retain BUY
Читать полностью…Systematix sees 52% UPSIDE in Dodla Dairy Ltd- Medium-long term growth engines in place with stable OPMs
Читать полностью…Systematix Conference Takeaways on Interarch Building Products Ltd.- Scaling execution capabilities
Читать полностью…Kotak Review on
Theme Report on Capital Goods: Downturn in its last leg; time to BUY selectively
Tamil Nadu Investors Association (TIA) - March 1st, 2025
1. Alivus Life Sciences / Glenmark Life - Maran Govindasamy - 884.9
2. Neuland Laboratories - Madanagopal Ramu - 10,693.75
3. Hitachi Energy - Balaji Vaidyanath - 11,284.35
4. JM Financial - Jatin Khemani - 92.29
5. Nuvama Wealth - Bhavin shah - 5,400.50
6. Kotak Mahindra Bank - Subash R - 1902.95
7. Venkys India - Viraj Mehta - 1635.9
8. Piramal Pharma - Naveen chandramohan 189.89
9. Timken India - Kunal Shah - 2474.2
10. Healthcare Global Enterprises - Aditya Khemka - 501.65
11. Mayur Uniquoters - Lalit Rathi - 468.55
12. Kitex Garments - Gunjan Kabra - 161.12
13. MPS Ltd - Yogesh Sundaram - 2364.90
14. CCL Products India - Puneet Khurana - 580.20
15. Vadilal Industries - Kiran Dhanwada - 3586.30
16. Ultramarine & Pigments - Rohit Balakrishnan - 436
17. Birla Corp - Ashwini Damani - 972.60
18. GOLD as an Asset Class (Gold Bees) - Naresh Katariya
19. Sanofi India - Karthik Ranganathan - 5011.55
20. Windlas Biotech - Ishmohit Arora - 763
21. Time Technoplast (357.45), Pennar Industries (156.75)- Kumar Saurabh
ICICI Securities sees 98% UPSIDE in PTC Industries - The making of a colossus
Читать полностью…Systematix sees 36% UPSIDE in Jubilant Pharmova - Investor Day – Revenue and return ratios could double
Читать полностью…Nuvama Q3FY25 #Sector review on Engineering and capital goods - Few pockets of growth; valuations reset; Top picks - Hitachi Energy, GV T&D, CG Power, TARIL and BEL
Читать полностью…Motilal Oswal sees 35% UPSIDE in LTIMindtree- Bruised but oversold
Читать полностью…ICICI Securities sees 16% UPSIDE in Jubilant Foodworks- BOLD. Maintaining structural gaps over competition
Читать полностью…Nuvama Update on Crompton Greaves Consumer, with | TP 500 | - Off to a good start for summer season
Читать полностью…Centrum sees 16% UPSIDE in Artemis Medicare Services Ltd- Near-term margin headwinds; Long-term story remains intact
Читать полностью…Mirae Asset Sharekhan sees 34% UPSIDE in Lemon Tree Hotels Ltd- Strong Q3; healthy outlook ahead
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