SBI Securities Special Situation Report on Demerger – ITC Hotels Ltd
Читать полностью…Motilal Oswal sees 21% UPSIDE in JSW Infrastructure- Capacity expansion to aid growth; well-positioned to gain higher market share
Читать полностью…ICICI Securities sees 23% UPSIDE in Cello World- Multiple growth tailwinds in FY26
Читать полностью…DRChoksey IPO Note on INDO FARM EQUIPMENT LIMITED
Читать полностью…SBI Securities Initiating Coverage on Lumax Auto Technologies Ltd with 36% UPSIDE- India's leading auto component manufacturers
Читать полностью…Axis Securities Fundamental - New Year Picks 2025- Earnings Play to Drive Returns in 2025
Shriram Finance Ltd: | TP 3,825 | UPSIDE 31% |
Fortis Healthcare Ltd: | TP 860 | UPSIDE 28% |
Prestige Estates Projects Ltd: | TP 2195 | UPSIDE 26% |
City Union Bank Ltd: | TP 215 | UPSIDE 24% |
Ambuja Cements Ltd: | TP 675 | UPSIDE 23% |
DOMS Industries Ltd: | TP 3120 | UPSIDE 22% |
Ethos Ltd: | TP 3750 | UPSIDE 20% |
Bharti Airtel Ltd: | TP 1880 | UPSIDE 18% |
Cipla Ltd: | TP 1735 | UPSIDE 17% |
Antique on
India Defence Sector: Growth story intact; Buy the dips!
HAL: Buy | TP 5,902 |
BEL: Buy | TP 373 |
Mazagon Docks: Buy | TP 5,513 |
BDL: Buy | TP 1,357 |
Cochin Shipyard: Buy | TP 1,627 |
PTC Industries: Buy | TP 19,653 |
Garden Rch and Shpbldrs: Buy | TP 1,783 |
BEML: Buy | TP 5,185 |
GAIL (India): HOLD | TP 189 | Trading profit likely to take a structural hit
CESC: BUY | TP 214 | Renewable to gain traction
Systematix Meetings Takeaway on IOL Chemicals and Pharmaceuticals- Focus on Margin Expansion
Читать полностью…Phillip Capital sees 7% UPSIDE in Siemens India- Differentiated HVDC focus means lowers potential TAM
Читать полностью…Motilal Oswal sees 13% UPSIDE in TCI Express- Industry headwinds continue to impact volumes; near-term outlook remains weak
Читать полностью…Kotak Review on
Hotels & Restaurants: Management contracts—digging into the brand equity
Systematix sees 15% UPSIDE in KEI Industries- Robust outlook intact; recent fund raise to fuel growth
Читать полностью…Motilal Oswal Update on Capital Goods- Demand building up after initial weakness in 3QFY25
Читать полностью…Motilal Oswal Update on Life Insurance- Navigating the changes in surrender charges!
#sector
Anand Rathi Update on Automobiles: Dec’24 volume preview- Minor positive trends across segments
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ICICI Securities sees 2% DOWNSIDE in Star Cement- An M&A overhang
Читать полностью…Motilal Oswal sees 25% UPSIDE in Home First Finance- Exuding execution leadership in affordable housing
Читать полностью…CareEdge Report on Paint Sector: Operating Profitability to Drop by Another 200 bps by FY26
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ICICI Securities Initiating Coverage on EPACK Durable, with 16% UPSIDE- Shifting gears; packed for durable performance on demand tailwinds and business diversification
Читать полностью…Kotak Review on
Hindalco Industries: REDUCE | TP 665 | Novelis—margins to remain under pressure
Systematix sees 10% UPSIDE in Dixon Technologies- New customers, backward integration, IT Hardware - key growth drivers
Читать полностью…Mirae Asset Sharekhan sees 16% UPSIDE in HDFC Bank- Gearing up in transition, risk reward attractive
Читать полностью…Motilal Oswal sees 49% UPSIDE in Raymond Lifestyle- Multiple growth drivers in place
Читать полностью…Nirmal Bang sees 11% UPSIDE in Galaxy Surfactants- Domestic market and AMET could spoil the show
Читать полностью…Antique on
Life Insurance: 3QFY25 Preview- In uncertainty lies opportunity
Top picks:
HDFCLIFE
MAXF
Samhi Hotels: Demand outlook remains strong
Motilal Oswal sees 38% UPSIDE in PNB Housing- Strategic shift in product mix; tracking well on execution
Читать полностью…Motilal Oswal Update on Automobiles- Moderate growth for PVs in Nov’24 despite a high base
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Motilal Oswal Update on Telecom- Subscriber trends normalize for Bharti in Oct’24
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