Mirae Asset Sharekhan sees 15% UPSIDE in Grasim Industries Ltd- Good growth in the paint business; Retain Buy
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Mirae Asset Sharekhan Results Review on Capital Goods and Power- Mixed Q3- Stay selective
Capital goods
L&T | Buy | TP 4,550 |
Bharat Electronics | Buy | TP 380 |
Finolex Cables | Buy | TP 1,300 |
KEC International | Buy | TP 1,000 |
Kalpataru Projects | Buy | TP 1,570 |
Ratnamani Metals | Hold | UR |
Thermax | Hold | TP 3,553 |
Triveni Turbine | Buy | TP 750 |
V-Guard Industries | Buy | TP 460 |
KEI Industries | Hold | TP 4,600 |
Polycab India | Buy | TP 8,300 |
Dixon Technologies | Buy | TP 19,440 |
Amber Enterprises | Buy | TP 8,142 |
Cummins India | Buy | TP 4,000 |
Blue Star Limited | Hold | TP 1,950 |
Carborundum Universal | Hold | TP 1,620 |
Honeywell Automation | Hold | TP 39,000 |
Va Tech Wabag | Buy | TP 1,650 |
Soft Coverage
Hindustan Aeronautics | Positive | TP 5100 |
Dee Development Engineers | Positive | TP 300 |
Kirloskar Oil Engines | Positive | TP 1100 |
Power
NTPC | Buy | TP 380 |
Power Grid | Buy | TP 350 |
Tata Power | Buy | TP 485 |
CESC | Buy | TP 195 |
Antique on
Chalet Hotels: BUY | TP 1150 | Strong growth visibility; valuation inexpensive post correction
MOIL: BUY | TP 381 | Volume growth and price hike to support margins
HEM Securities sees 16% UPSIDE in Ethos - Ethos plans to add 100 stores over the next 5 years, with company has maintained its long-term growth target of achieving 10x revenue growth over the next decade
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Phillip Capital sees 39% UPSIDE in Camlin Fine Sciences - EU and China losses behind; Vanillin is all set drive profitable growth
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Nuvama Update on Specialty Chemicals- Europe’s chemical woes India’s gain
We like SRF and Jubilant Ingrevia, which mimic the trends mentioned in the report. Their know-how and relationships in agrochemicals and pharmaceutical CDMO businesses, respectively, bode well for medium-long term growth
#sector
DRChoksey sees 43% UPSIDE in Fineotex Chemical Ltd- Tough macro leads to weak quarter, awaiting positive triggers
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Motilal Oswal sees 60% UPSIDE in JSW Energy- KSK Mahanadi – A deep-dive analysis!
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SBI Securities sees 26% UPSIDE in Senco Gold Ltd- Healthy sales momentum continues; Margins drop as high gold prices result in hedging losses
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Macquarie Research Report on Indian CRDMO- Going from strength to strength
• India's contract research, development, and manufacturing (CRDMO) sector is benefiting from secular growth as well as regulatory tailwinds.
• We initiate on Divi's Labs, Suven Pharma, Bluejet Healthcare, and Syngene with Outperform ratings.
• Within our regional CDMO coverage of 11 companies, we prefer Indian and Korean CDMOs with Divi's Labs and Samsung Bio as top picks.
#sector
JM Financial Initiating Coverage on Hexaware, with 16% UPSIDE- A second act
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Antique on
ABB India: BUY | TP 7585 | Beat on all fronts; maintain BUY
Nuvama Strategy Report on Q3FY25 Earnings Review: Earnings downgrades continue
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Nuvama sees 19% UPSIDE in India Glycols- Bio-fuels to boost growth
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Nuvama sees 11% UPSIDE in Krishna Institute of Medical Sciences- Capacity expansion to drive growth
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Elara Capital Thematic Report on Real Estate- Residential upcycle far from fatigue
#sector
Kotak Review on
Bayer Cropscience: ADD | TP 5400 | Margin pressures continue as Rabi season disappoints
Union Bank: BUY | TP 155 | Chugging along with comfortable asset quality
India Shelter: BUY | TP 850 | Rolling ahead smoothly
Ventura sees Suyog Telematics @ INR 2289 in 24 months (110% UPSIDE)
Since our initiating coverage in October 2024, the stock experienced a strong rally but later retraced the entire gain to INR 1067. This was driven by temporary billing delays, a higher proportion of macro site deployments that take longer to become operational affecting near-term revenue visibility. While industry tailwinds and India’s telecom infrastructure rapidly expanding, STL’s long term fundamentals remain intact.
Phillip Capital sees 58% UPSIDE in Pennar Industries - Riding on capex cycle
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Antique 3QFY25 Results Recap - The good, bad, ugly - The darkest hour before dawn!.pdf
Antique Top Picks in Small Cap Universe
PTC Industries | UPSIDE 83%
Chalet Hotels | UPSIDE 72%
Transformers & Rectifiers India | UPSIDE 94%
BEML | UPSIDE 59%
Quess Corp | UPSIDE 68%
Paradeep Phosphates | UPSIDE 48%
HG Infra | UPSIDE 73%
Kirloskar Pneumatic | UPSIDE 45%
Arvind Fashions | UPSIDE 68%
Nuvama Visit Note on Greenply Industries, with | TP 472 |- MDF margins to improve; JV on track
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Motilal Oswal sees 30% UPSIDE in ABB India- Better-than-expected results led by better price realization and leverage of higher volumes
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SBI Securities sees 34% UPSIDE in Zen Technologies Ltd- Overall, it’s a weak performance; Profit growth is led by other income
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MNCL sees 123% UPSIDE in Polyplex Corporation Ltd- Fixed overheads impacting margins in the short run
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Investec Initiating Coverage on Venus Pipes & Tubes Ltd, with 39% UPSIDE- Fastest growing player
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Kotak Review on
ABB: REDUCE | TP 5350 | Gross margin has peaked out
Systematix Update on Indian Textiles- Healthy demand momentum to keep sector in good stead
#sector
Gokaldas Exports | TP 1,141 | BUY |
KPR Mill | TP 988 | HOLD |
Vardhman Textiles | TP 588 | BUY |
Welspun Living | TP 176 | BUY |
Systematix Conference Takeaways on New-Age Tech: AI and Data Centres- Catalyzing digital convergence and power resilience
Bajel Projects Ltd.
Cyfuture India Pvt Ltd.
Datamatics Global Services Ltd.
Happiest Minds Technologies Ltd
Intellect Design Arena Ltd.
Tanla Platforms Ltd.
Techno Electric & Engineering Company Ltd
Nuvama sees 25% UPSIDE in Sky Gold- Taking long strides forward
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SBI Securities IPO Note on Quality Power Electrical Equipments Ltd
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