Jefferies India Strategy: Over 20% of stocks covered by Jefferies are trading below their lows from June’s election results. 30% of stocks are down more […]
Category: Brokerage Reports
Brokerage Reports: Macquarie on M&M, BofA & Goldman Sachs on M&M, Bernstein on Trent, Macquarie on TCS, Jefferies on JB Pharma, Blue Star, Astral, Go Digit
Macquarie on M&M Macquarie has kept its “Outperform” rating for M&M, with a target price of Rs 3,441. The company had a strong Q2, and […]
Bank of America Raises Tesla’s Price Target to $350 from $265 – Buy Recommendation
Analyst Comments: Bank of America’s analysis suggests that Tesla’s position will not be significantly affected by most changes in policy. However, there could be potential […]
October Sees Major Foreign Outflows from Indian and Asian Markets Amid Weak Earnings
In October, Asian markets (excluding China) saw large foreign outflows as investors became worried about the U.S. presidential election and other factors. Investors pulled out […]
Morgan Stanley, Citi, and Nomura: Key Insights on US Elections, India Strategy, and Power Transmission Growth
Morgan Stanley on US Elections and Asia’s Outlook Tariffs are expected to be a key issue for Asia. If implemented, they could create downside risks […]
Brokerage Reports on Titan, Berger Paints, GAIL, DR Reddy’s, Manappuram Finance, and ABB, Jefferies India Strategy, CLSA on Auto, Nomura on Consumption
Morgan Stanley on Titan EW, Target Price: Rs 3532Titan’s 2Q showed strong top-line growth but a significant negative surprise in margins.The 12% YoY growth in […]
Jefferies, CLSA, and Nomura Insights: US Election Impact, Auto Sector Outlook, and Consumption Trends in India
Jefferies India Strategy Overview: A split government after the US elections seems to be the base case, which could limit the likelihood of drastic policy […]
Bernstein & CLSA: India’s Economic Slowdown and Market Outlook Targeting 22,990 to 23,500 for Nifty
Bernstein India Strategy We need to recognize the slowdown in the economy. Earnings misses have been a consistent trend across most sectors, except for banks, […]
Brokerage Reports: Bernstein India Strategy, CLSA on Nifty, Apollo Hospital Expands Metro Presence; HDFC Bank Boosted by HDB IPO; Amara Raja Eyes EV Market; KEC, Exide, Gland Pharma, ABB, Bata, IGL See Mixed Q2 Results
Bernstein on India Strategy Bernstein acknowledges a slowdown in India, noting that most sectors, except banks and IT, have missed earnings expectations in Q2. Autos […]
Brokerage Reports: Goldman on M&M, Honda; Kotak on M&M; GS on OMCs; MS on Tata Motors; Nomura on Cipla; UBS & JPM on Sun Pharma; DAM on Airtel; Jefferies on Nykaa
Goldman Sachs on Asia-Pacific Conviction List Honda and Mahindra & Mahindra (M&M): Added to APAC Conviction List. The strong demand for new SUVs and upcoming […]
Corporate Capital Ventures Investigated by Sebi for IPO Breaches Involving Oriana Power, Annapurna Swadisht, and Others
Corporate Capital Ventures Limited: This Delhi-based merchant banker, which has managed several SME IPOs, is under investigation by the Securities and Exchange Board of India […]
Brokerage Reports: CLSA on L&T (OP), Bernstein on L&T (OP), Nomura on Tata Power, Citi on Cipla, Jefferies on Biocon, and Morgan Stanley on Tata Power (OW) and More
Jefferies India Strategy – Sep’24 ReviewAnalysts have downgraded earnings for over 60% of 98 companies covered. Heavy rains and weak government spending have impacted results. […]