Opening Cues

Oils Falls On Mideast Diplomatic Push

Nikkei Slips On Tech Pressure

Weak China Manufacturing Data

Binance Restores Customer Withdrawals (After Hack)

OPEC+ To Maintain Oil Output For 3rd Month

Asian Markets Open Mixed

Oct GST Collection At 4-Year High

FII Shorts Unchanged At 89%

FIIs Buyers In Cash Market After 1 Session

📊 BROKERAGE RATINGS

🛢️ RELIANCE INDUSTRIES

• JPMorgan – Overweight | TP ₹1,675

• Jefferies – Buy | TP ₹1,710

🧪 NAVIN FLUORINE

• Jefferies – Buy | TP ₹10,540

• Kotak – Sell | FV ₹5,990

⛽ GAIL

• Citi – Buy | TP ₹200

• Jefferies – Hold | TP ₹185

📱 DIXON TECHNOLOGIES

• Kotak – Upgrade to Buy | FV ₹14,900

• Jefferies – Hold | TP ₹12,765

📊 NSE

• JPMorgan – Initiate Overweight | TP ₹2,130

💰 MUTHOOT FINANCE

• Jefferies – Hold | TP ₹2,700

📈 CDSL

• Jefferies – Hold | TP ₹1,315

🏢 PHOENIX MILLS

• Jefferies – Buy | TP ₹2,250

⚗️ AETHER INDUSTRIES

• Kotak – Sell | FV ₹1,120

🧪 DEEPAK NITRITE

• Kotak – Add | FV ₹1,690

📊 BROKERAGE RATINGS

🏦 BANK OF BARODA

• JPMorgan – Overweight | TP ₹310

• HSBC – Buy (Upgrade) | TP ₹284

• UBS – Buy | TP ₹300

• Jefferies – Hold | TP ₹275

• Citi – Buy | TP ₹310

BROKERAGE RATINGS

🚚 DELHIVERY

• JPMorgan – Overweight | TP ₹590

• Jefferies – Buy | TP ₹470

• Kotak – Buy | FV ₹550

• Citi – Buy | TP ₹545

💊 SUN PHARMA

• HSBC – Buy | TP ₹2,050

• BofA – Underperform | TP ₹1,850

• Kotak Neo – Add | TP ₹2,060

💻 PB FINTECH

• Jefferies – Buy | TP ₹1,540

• HSBC – Hold | TP ₹1,100

• Bernstein – Outperform | TP ₹1,085

🥤 VARUN BEVERAGES

• HSBC – Buy | TP ₹540

• Goldman Sachs – Buy | TP ₹520

• Jefferies – Buy | TP ₹530

MUTHOOT FINANCE: CO RAISES AUM GUIDANCE TO 25% FROM CURRENT 15%

INVESCO MUTUAL FUND, TAHER BADSHAH SAYS

Earnings Momentum Is Seeing Recovery

Precious Metals Space Has Seen A Period Of Underperformance

Earnings Upgrade Cycle Remains Marginal And Modest

Healthcare Stocks Have Corrected Significantly, Creating An Incremental Buying Opportunity

Building Up Our Tech Exposure In Value Strategies

MUMBAI REALTY STOCKS (+VE)

Mumbai property market records second-best October ever, registrations up 9%

DIXON TECH:

CO EXEC SAYS CONFIDENT OF ACHIEVING MOBILE VOLUMES OF 60 M UNITS IN FY28 & 70 M UNITS IN FY29 - TV

DIXON TECH says

Managed To Maintain Market Share Despite Decline In Industry Volumes

Export Volumes Should Pick-up Significantly In FY28

Expect To End The Year With Smartphone Volumes Of 34 m Units

Confident Of Achieving Mobile Volumes Of 60 m Units In FY28 & 70 m Units In FY29

Huge Boom In The Optical Transceiver Segment Due To Al Capex Globally

Kirloskar Pneumatic Company Ltd – CHANGE IN SENIOR MANAGEMENT

Change in Senior Management Personnel effective November 1, 2026:

- Mr. Vijay Kumar Nudurumati ceased to be GM Projects & Defense

- Reason for change: Superannuation

- Effective date of cessation: November 1, 2026

L&T CO WINS SIGNIFICANT CONTRACT;

SIGNIFICANT CONTRACT VALUES BETWEEN 10B TO 25B RUPEES

SYRMA SGS EXPECT TO EXCEED FY27 GUIDANCE