@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.π
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.π
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Global & Asian Markets Updates | Cues for Today Morning
βNifty hits a new high for the year; ITC and HUL lead the gains. π
βGet ready for today's trading session with the latest Global & Indian markets news wrap! Stay informed & stay ahead! ππ
Global & Asian Markets Updates | Cues for Today Morning
βNifty hits a new high for the year; ITC and HUL lead the gains. π
βGet ready for today's trading session with the latest Global & Indian markets news wrap! Stay informed & stay ahead! ππ
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Havells Ltd. π’ (Positive Outlook)
ππΏ Equirus on Havells | Maintain Long with a Juneβ26 target price of βΉ 1,967 (vs. a Marβ26 target price of βΉ 2,057 earlier)
Brokerages Views on Various Sectors & Stocks | Havells Ltd. π’ (Positive Outlook)
ππΏ Equirus on Havells | Maintain Long with a Juneβ26 target price of βΉ 1,967 (vs. a Marβ26 target price of βΉ 2,057 earlier)
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | HCL Tech Ltd. π’ (Positive Outlook)
ππΏ InCred on HCLTech | Change rating to Hold vs Add, cut target price to βΉ 1,585 vs βΉ 2,021.
ππΏ Citi's neutral call on HCL Tech post Q4 results | Target price at βΉ 1,510 per/share, new deal TCV strong in Q4 but still down 5% YoY. Management says, environment very uncertain; will look for opportunities in FY26.
ππΏ Morgan Stanley's call on HCL Tech post Q4 results | Says to maintain equal-weight, with a target price of βΉ 1,600 per/share. EBIT margin guidance is unchanged at 18-19% (in-line with forecast).
ππΏ JPMorgan upgrades HCL Tech after Q4 results, sees value as a scale growth leader in FY26.
Brokerages Views on Various Sectors & Stocks | HCL Tech Ltd. π’ (Positive Outlook)
ππΏ InCred on HCLTech | Change rating to Hold vs Add, cut target price to βΉ 1,585 vs βΉ 2,021.
ππΏ Citi's neutral call on HCL Tech post Q4 results | Target price at βΉ 1,510 per/share, new deal TCV strong in Q4 but still down 5% YoY. Management says, environment very uncertain; will look for opportunities in FY26.
ππΏ Morgan Stanley's call on HCL Tech post Q4 results | Says to maintain equal-weight, with a target price of βΉ 1,600 per/share. EBIT margin guidance is unchanged at 18-19% (in-line with forecast).
ππΏ JPMorgan upgrades HCL Tech after Q4 results, sees value as a scale growth leader in FY26.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | AU SFB Ltd. π’ (Positive Outlook)
ππΏ Nuvama on AU SFB | Reduce, target price to βΉ 530.
ππΏ Morgan Stanley maintains 'overweight' rating on AU Small Finance Bank after Q4 results.
Brokerages Views on Various Sectors & Stocks | AU SFB Ltd. π’ (Positive Outlook)
ππΏ Nuvama on AU SFB | Reduce, target price to βΉ 530.
ππΏ Morgan Stanley maintains 'overweight' rating on AU Small Finance Bank after Q4 results.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Swiggy Ltd. π’ (Positive Outlook)
ππΏ Ambit initiates coverage on Swiggy with 'SELL' rating.
Brokerages Views on Various Sectors & Stocks | Swiggy Ltd. π’ (Positive Outlook)
ππΏ Ambit initiates coverage on Swiggy with 'SELL' rating.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | M&M Ltd. π’ (Positive Outlook)
ππΏ HSBC's buy call on M&M | Target price at βΉ 3,320 per/share, Companyβs earnings upgrade cycle is behind. Pick-up in BEV demand is key upside catalyst for stock. Valuations reasonable considering strong competitive positioning in Tractors, LCVs & SUVs
Brokerages Views on Various Sectors & Stocks | M&M Ltd. π’ (Positive Outlook)
ππΏ HSBC's buy call on M&M | Target price at βΉ 3,320 per/share, Companyβs earnings upgrade cycle is behind. Pick-up in BEV demand is key upside catalyst for stock. Valuations reasonable considering strong competitive positioning in Tractors, LCVs & SUVs
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | M&M Financial Services Ltd. π’ (Positive Outlook)
ππΏ Investec maintains 'HOLD' rating on M&M Finance, hikes target price.
Brokerages Views on Various Sectors & Stocks | M&M Financial Services Ltd. π’ (Positive Outlook)
ππΏ Investec maintains 'HOLD' rating on M&M Finance, hikes target price.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.π
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.π
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Bharti Airtel | Company's arm Bharti Hexacom has signed an agreement with Adani Data Networks to acquire 400 MHz Spectrum In 26 GHz Band from the company.
2. PFC, Gensol Engineering | Out of the βΉ 587 Cr loan sanctioned to Gensol Engineering by Power Finance Corp, βΉ 352 Cr was disbursed. Out of which Gensol has paid βΉ 45 Cr in interest payments. A total of βΉ 307 Cr is pending as of April 18 & PFC is actively trying to recover the pending payment.
3. IndusInd Bank | Bankβs internal audit dept reviewing bank microfinance portfolio. Audit is about certain concerns which have been brought to bankβs attention. EY is set to assist internal audit team & will not be conducting any forensic audit.
4. Balrampur Chini Mills | Company crushed sugarcane at 99.16 lakh MT for the sugar season 2024-25. net sugar produced was at 9.24 lakh MT & sugar sacrificed at 1.94 lakh MT for season that ended on April 20.
Stocks to Focus in Opening Today
1. Bharti Airtel | Company's arm Bharti Hexacom has signed an agreement with Adani Data Networks to acquire 400 MHz Spectrum In 26 GHz Band from the company.
2. PFC, Gensol Engineering | Out of the βΉ 587 Cr loan sanctioned to Gensol Engineering by Power Finance Corp, βΉ 352 Cr was disbursed. Out of which Gensol has paid βΉ 45 Cr in interest payments. A total of βΉ 307 Cr is pending as of April 18 & PFC is actively trying to recover the pending payment.
3. IndusInd Bank | Bankβs internal audit dept reviewing bank microfinance portfolio. Audit is about certain concerns which have been brought to bankβs attention. EY is set to assist internal audit team & will not be conducting any forensic audit.
4. Balrampur Chini Mills | Company crushed sugarcane at 99.16 lakh MT for the sugar season 2024-25. net sugar produced was at 9.24 lakh MT & sugar sacrificed at 1.94 lakh MT for season that ended on April 20.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Ashoka Buildcon | Company received letter of acceptance worth βΉ 569 Crore from the Central Railway.
2. Infosys | Company has incorporated step-down of wholly owned subsidiary Infosys Energy Consulting Services.
3. Aditya Birla Capital | Insurance Regulatory & Development Authority of India has granted the Certificate of Registration to act as Corporate Agent under the IRDAI.
4. Bank of India | Bank will consider fundraising via bonds by the end of this month.
Stocks to Focus in Opening Today
1. Ashoka Buildcon | Company received letter of acceptance worth βΉ 569 Crore from the Central Railway.
2. Infosys | Company has incorporated step-down of wholly owned subsidiary Infosys Energy Consulting Services.
3. Aditya Birla Capital | Insurance Regulatory & Development Authority of India has granted the Certificate of Registration to act as Corporate Agent under the IRDAI.
4. Bank of India | Bank will consider fundraising via bonds by the end of this month.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
π Market Experts Views & Voices | Rahul Chadha of Shikhara Investment Talks
βοΈ Need a US-China trade deal for a global risk on! Rahul Chadha of Shikhara Investment expects India markets to be a lot more discerning now, says the initial leg of re-rating is done!
π Market Experts Views & Voices | Rahul Chadha of Shikhara Investment Talks
βοΈ Need a US-China trade deal for a global risk on! Rahul Chadha of Shikhara Investment expects India markets to be a lot more discerning now, says the initial leg of re-rating is done!
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
π Market Experts Views & Voices | Dinesh Khara, Former Chairman, State Bank of India Talks
βοΈ The industry has consistently reached out to the RBI, appealing to ensure that liquidity does not become a challenge. RBI has balanced the risk well, along with a collaborative approach Dinesh Khara, Former Chairman, State Bank of India.
π Market Experts Views & Voices | Dinesh Khara, Former Chairman, State Bank of India Talks
βοΈ The industry has consistently reached out to the RBI, appealing to ensure that liquidity does not become a challenge. RBI has balanced the risk well, along with a collaborative approach Dinesh Khara, Former Chairman, State Bank of India.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
π Market Experts Views & Voices | Vetri Subramaniam at UTI Asset Management Talks
βοΈ Credit growth can surprise on the upside over the next 2-3 years. Financial Stocks are in a sweet spot. Vetri Subramaniam discusses the market rebound & rally in financials. 13-14% earnings growth for FY26 could be challenging given the Global uncertainty, he adds.
π Market Experts Views & Voices | Vetri Subramaniam at UTI Asset Management Talks
βοΈ Credit growth can surprise on the upside over the next 2-3 years. Financial Stocks are in a sweet spot. Vetri Subramaniam discusses the market rebound & rally in financials. 13-14% earnings growth for FY26 could be challenging given the Global uncertainty, he adds.