WHAT WE ARE SEEING?
Major car manufacturing countries globally
Share of mini cars sales in India over the years
Annual trend of box office collections in India
Monthly India PMI manufacturing trend (2024)
H-1B Visa issuances by US annually
India’s annual steel industry trends
Global GDP (PPP adj.) for G20 countries (2024)
Quality check for India pharma companies
Tobacco exports from India
Dolat Capital sees 25% UPSIDE in Avenue Supermarts- Healthy revenue growth, sustainability key, likely; U/G to BUY!
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Nomura India Report on India Consumer Durables, EMS- Structural drivers to sustain healthy momentum
Structural drivers to support growth in ACs and cables, while slow growth in other segments; EMS scale-up on track; we prefer Dixon (DIXON IN, Buy)/Voltas (VOLT IN, Buy)
Yes Securities Earnings Preview on Oil & Gas- OMCs to lead the pack with strong GRMs and adventitious gains; Gas Utilities & CGDs struggle
HPCL | BUY | TP 475 |
BPCL | BUY | TP 370 |
RIL | BUY | TP 1500 |
MAHGL | BUY | TP 2000 |
GAIL | BUY | TP 240 |
Oil India | BUY | TP 710 |
ONGC | BUY | TP 355 |
CPCL | BUY | TP 1100 |
IGL | ADD | TP 462 |
Petronet LNG | NEUTRAL | TP 371 |
IOCL | NEUTRAL | TP 154 |
MRPL | NEUTRAL | TP 175 |
GSPL | NEUTRAL | TP 434 |
Gujarat Gas | SELL | TP 430 |
Yes Securities Earnings Preview on Cement- Cost relief to provide margin support amid weak pricing and sluggish demand
ACC | BUY | TP 2,909 |
ACEM | SELL | TP 471 |
BCORP | ADD | TP 1,425 |
DALBHARA | ADD | TP 2,129 |
SRCM | BUY | TP 31,778 |
UTCEM | SELL | TP 8,272 |
Axis Capital Initiating Coverage on Sagility India with 20% UPSIDE- Underappreciated healthcare BPM champ; initiate at BUY
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HDFC Securities Results Preview on Consumer: Challenges persist. #sector
Top picks for 3QFY25: Radico Khaitan and United Spirits
Outlier for 3QFY25: Jyothy Labs and Jubilant Food works
Jewellery: We expect gross margins to contract on account of increasing competitive intensity and increased salience from low-margin gold coins.
Antique on
Hindalco Industries: BUY | TP 794 | India business on a strong footing; Novelis to recover
in a couple of quarters
Oil & Gas: Rupee depreciation: Positive for Reliance, Upstream, OMCs and GAIL; Negative for CGDs
Indian Oil Corporation: BUY | TP 208 |
Bharat Petroleum Corporation: BUY | TP 415 |
Hindustan Petroleum Corporation: BUY | TP 571 |
Oil & Natural Gas Corporation: BUY | TP 364 |
Oil India: BUY | TP 662 |
Jefferies Report on Banks- Themes for 2025: Year of Easing
AXSB IN | BUY | TP 1,430 |
ICICIBC IN | BUY | TP 1,600 |
IIB IN | BUY | TP 1,200 |
HDFCB IN | BUY | TP 2,120 |
SBIN IN | BUY | TP 970 |
Mirae Asset Sharekhan sees 20% UPSIDE in Escorts Kubota Ltd- On the right track
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SBI Securities Pick of the Day- Arkade Developers Ltd with 12% UPSIDE
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Centrum Flash Note on Sugar Industry- Lower cane risks 28MMT sugar production number
BRCM | Buy | TP 689 |
TRE | Reduce |TP 370 |
HDFC Securities Report on Jyothy Labs: BUY | TP 600 | Riding on liquification wave
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Antique on
Coal India: BUY | TP 539 | Volume growth awaited
PTC Industries: BUY | TP 19653 | VAR mill commissioned; timely execution gives credence
to PTCIL’s unique story!
FMCG: Agri remains inflationary; GM to contract across FMCG companies
Indian hospitality sector: Strong rate growth momentum continues
Indian Hotels: HOLD | TP 750|
Chalet Hotels: BUY | TP 1150 |
Mirae Asset Sharekhan sees 17% UPSIDE in APL Apollo Tubes Ltd- Earnings improvement on the card, valuation supportive
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PL Capital The Beat Report on DCX Systems Limited, with 49% UPSIDE
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Motilal Oswal on BULLS BEARS - India Valuations Handbook
Top ideas: Largecaps – HDFC Bank, SBI, L&T, HCL Tech, M&M, Zomato, Bharti Airtel, Titan Company, Mankind Pharma, and Dixon Technologies;
Midcaps and Smallcaps – Indian Hotels, Cummins India, Kaynes Technology, BSE, Godrej Properties, Coforge, Metro Brands, IPCA Laboratories, Angel One, and JSW Infrastructure.
Nomura India Report on Consumption Outlook- Consumers to drive in the slow lane in 2025
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Motilal Oswal Results Preview on Financials: Banks- Muted quarter; unsecured asset quality remains under watch
#sector
MNCL Initiating Coverage on Shaily Engineering Plastics with 9% UPSIDE- A compelling GLP-1 drug demand proxy play
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Axis Securities Initiating Coverage on Kalpataru Projects International Ltd with 25% UPSIDE- Favourable Industry Tailwinds to Drive Growth
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Kotak Review on
Initiating Coverage on Bajaj Housing Finance: SELL | TP 100 | High growth story, rich valuations
Reinstate Coverage on
Bajaj Finance: ADD | TP 8000 | Strong growth model, reasonable valuations
Bajaj Finserv: BUY | TP 1930 | A financial powerhouse
Petronet LNG: SELL | TP 235 | PNGRB’s LNG terminal report weakens outlook for PLNG
Goldman Sachs Report on India Industrials: Industrial Data and ‘Make in India’ tracker: Activity trends a mixed bag; PLI progressing albeit gradually
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Jefferies Report on Industrials- 2025 Outlook: Budget to be Closely Watched
SIEM IN | BUY | TP 9,555 |
LT IN | BUY | TP 4,600 |
HNAL IN | BUY | TP 5,500 |
KEII IN | BUY | TP 5,475 |
ABB IN | BUY | TP 9,050 |
Motilal Oswal sees 48% UPSIDE in Signature Global- Scaling high with strong OCF generation
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Centrum Flash Note on ITC Limited- Demerger of hotel segment –positive for ITC
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HDFC Securities Report on Radico Khaitan: BUY | TP 2700 | “Good Times” are here to stay
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Kotak Review on
Jubilant Foodworks: REDUCE | TP 690 | Domino’s India on a turnaround path
Mirae Asset Sharekhan sees 14% UPSIDE in Polycab India Ltd- Upcoming LEAP strategy key monitorable - Maintain BUY
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SBI Securities IPO Note on Standard Glass Lining Technology Ltd
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