@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Coal India Ltd. π’ (Positive Outlook)
ππΏ Morgan Stanley maintains 'equal-weight' rating on Coal India Limited with target price of βΉ 450.
ππΏ Morgan Stanley's equal-weight on Coal India | Target price at βΉ 450 per/share, Continued weak offtake amid weak global coal prices might weigh on Q1 & FY26 earnings estimates.
Brokerages Views on Various Sectors & Stocks | Coal India Ltd. π’ (Positive Outlook)
ππΏ Morgan Stanley maintains 'equal-weight' rating on Coal India Limited with target price of βΉ 450.
ππΏ Morgan Stanley's equal-weight on Coal India | Target price at βΉ 450 per/share, Continued weak offtake amid weak global coal prices might weigh on Q1 & FY26 earnings estimates.
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Brokerages Views on Various Sectors & Stocks | GAIL Ltd. π’ (Positive Outlook)
ππΏ Macquarie reiterates 'outperform' rating on GAIL with target price of βΉ 215.
Brokerages Views on Various Sectors & Stocks | GAIL Ltd. π’ (Positive Outlook)
ππΏ Macquarie reiterates 'outperform' rating on GAIL with target price of βΉ 215.
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Brokerages Views on Various Sectors & Stocks | Apollo Hospitals Ltd. π’ (Positive Outlook)
ππΏ HSBC retains 'buy' rating on Apollo Hospitals with target price of βΉ 8,090.
Brokerages Views on Various Sectors & Stocks | Apollo Hospitals Ltd. π’ (Positive Outlook)
ππΏ HSBC retains 'buy' rating on Apollo Hospitals with target price of βΉ 8,090.
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Brokerages Views on Various Sectors & Stocks | Banking Stocks π’ (Positive Outlook)
ππΏ Macquarie on Banks | Expect credit & deposit growth to pickup due to improved liquidity.
Brokerages Views on Various Sectors & Stocks | Banking Stocks π’ (Positive Outlook)
ππΏ Macquarie on Banks | Expect credit & deposit growth to pickup due to improved liquidity.
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Brokerages Views on Various Sectors & Stocks | Titagarh Rail Ltd. π’ (Positive Outlook)
ππΏ Nuvama on Titagarh Rail |Buy View with target price βΉ 1,292 (raised from βΉ 1,197)
ππΏ Antique on Titagarh Rail | Buy View with target price βΉ 1,095 (cut from βΉ 1,217)
Brokerages Views on Various Sectors & Stocks | Titagarh Rail Ltd. π’ (Positive Outlook)
ππΏ Nuvama on Titagarh Rail |Buy View with target price βΉ 1,292 (raised from βΉ 1,197)
ππΏ Antique on Titagarh Rail | Buy View with target price βΉ 1,095 (cut from βΉ 1,217)
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Brokerages Views on Various Sectors & Stocks | Vodafone Idea Ltd. π’ (Positive Outlook)
ππΏ Nuvama on Vodafone Idea | Hold, target price βΉ 7.5 (cut from βΉ 8.5); ARPU weak, subscriber loss continues, fund-raise remains critical.
Brokerages Views on Various Sectors & Stocks | Vodafone Idea Ltd. π’ (Positive Outlook)
ππΏ Nuvama on Vodafone Idea | Hold, target price βΉ 7.5 (cut from βΉ 8.5); ARPU weak, subscriber loss continues, fund-raise remains critical.
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Brokerages Views on Various Sectors & Stocks | BATA India Ltd. π’ (Positive Outlook)
ππΏ Nuvama on Bata India | Reduce, target price βΉ 1,011 (cut from βΉ 1,180); Q4 performance soft, revenue & PAT estimates revised downward.
Brokerages Views on Various Sectors & Stocks | BATA India Ltd. π’ (Positive Outlook)
ππΏ Nuvama on Bata India | Reduce, target price βΉ 1,011 (cut from βΉ 1,180); Q4 performance soft, revenue & PAT estimates revised downward.
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Brokerages Views on Various Sectors & Stocks | Adani Ports Ltd. π’ (Positive Outlook)
ππΏ Jefferies' buy call on Adani Ports | Target price at βΉ 1,700 per/share, Company intends to provide integrated logistics solutions, leveraging network of 15 ports. Domestic Port volume growth will largely be organic. Capital allocation remains a focus.
ππΏ Jefferies maintains 'buy' rating on Adani Ports, hikes target price to βΉ 1,700.
Brokerages Views on Various Sectors & Stocks | Adani Ports Ltd. π’ (Positive Outlook)
ππΏ Jefferies' buy call on Adani Ports | Target price at βΉ 1,700 per/share, Company intends to provide integrated logistics solutions, leveraging network of 15 ports. Domestic Port volume growth will largely be organic. Capital allocation remains a focus.
ππΏ Jefferies maintains 'buy' rating on Adani Ports, hikes target price to βΉ 1,700.
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Brokerages Views on Various Sectors & Stocks | Swiggy Ltd. π’ (Positive Outlook)
ππΏ Morgan Stanley initiates on Swiggy with 'overweight' view & with target price of βΉ 405.
ππΏ Morgan Stanley's overweight call on Swiggy | Target price at βΉ 405 per/share, improving execution in food delivery. Duopoly market, improved execution by Company & margin gap to close vs Zomato (Eternal) in food delivery. Revising quick commerce TAM estimates higher to $57 Bn by 2030.
Brokerages Views on Various Sectors & Stocks | Swiggy Ltd. π’ (Positive Outlook)
ππΏ Morgan Stanley initiates on Swiggy with 'overweight' view & with target price of βΉ 405.
ππΏ Morgan Stanley's overweight call on Swiggy | Target price at βΉ 405 per/share, improving execution in food delivery. Duopoly market, improved execution by Company & margin gap to close vs Zomato (Eternal) in food delivery. Revising quick commerce TAM estimates higher to $57 Bn by 2030.
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Brokerages Views on Various Sectors & Stocks | Eternal (Zomato) Ltd. π’ (Positive Outlook)
ππΏ Morgan Stanley's overweight call on Eternal | Target price at βΉ 320 per/share, reiterating as top pick. Market leadership in both food delivery & quick commerce. Favourable risk-reward, potential floor at βΉ 200-220.
Brokerages Views on Various Sectors & Stocks | Eternal (Zomato) Ltd. π’ (Positive Outlook)
ππΏ Morgan Stanley's overweight call on Eternal | Target price at βΉ 320 per/share, reiterating as top pick. Market leadership in both food delivery & quick commerce. Favourable risk-reward, potential floor at βΉ 200-220.
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Stocks to Focus in Opening Today
1. Maruti Suzuki India | Companyβs total production in May increased by 1.4% YoY, reaching 1.95 lakh units compared to 1.93 lakh units in the same period last year.
2. Adani Enterprises | Company clarified that Wall Street Journal's story alleging links between Adani entities & sanctioned Iranian LPG are 'baseless & mischievous'. Company denied any deliberate engagement in sanctions evasion or trade involving Iranian-origin LPG.
3. Man Industries | Board approved a proposal to raise up to βΉ 300 Crore via preferential allotment.
4. Grasim Industries | Company approved raising up to βΉ 1,000 Crore via NCDs on a private placement basis.
5. TVS Supply Chain | Company filed an appeal before appellate tribunal challenging an order of EPFO regarding the reassessment of dues.
6. Reliance Infra | Company pay βΉ 92.68 Crore to Dhursar solar power towards claim of tariff as per an energy purchase pact.
Stocks to Focus in Opening Today
1. Maruti Suzuki India | Companyβs total production in May increased by 1.4% YoY, reaching 1.95 lakh units compared to 1.93 lakh units in the same period last year.
2. Adani Enterprises | Company clarified that Wall Street Journal's story alleging links between Adani entities & sanctioned Iranian LPG are 'baseless & mischievous'. Company denied any deliberate engagement in sanctions evasion or trade involving Iranian-origin LPG.
3. Man Industries | Board approved a proposal to raise up to βΉ 300 Crore via preferential allotment.
4. Grasim Industries | Company approved raising up to βΉ 1,000 Crore via NCDs on a private placement basis.
5. TVS Supply Chain | Company filed an appeal before appellate tribunal challenging an order of EPFO regarding the reassessment of dues.
6. Reliance Infra | Company pay βΉ 92.68 Crore to Dhursar solar power towards claim of tariff as per an energy purchase pact.
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Stocks to Focus in Opening Today
1. United Breweries | Company will close operations at the Mangalore brewery unit.
2. UCO Bank | Company appointed Sumit Khandelwal as CFO.
3. ISGEC Heavy Engineering | National Green Tribunal granted permission to resume operations at the Muzaffarnagar unit.
4. Frontier Springs | Company received an order worth βΉ 92.6 Crore from Rail Coach Factory, Kapurthala & Modern Coach Factory, Raebareli.
5. Salzer Electronics | Company formed an SPV named Effilume Private for implementing the βΉ 192 Crore energy efficiency project in Bengaluru on an order secured from the Bruhat Bengaluru Mahanagara Palike in May.
6. Jindal Stainless | Company bought 33.64% stake in Oyster Renewable's 282 MW SPV.
7. HCLTech | Company signed a deal with UiPath to accelerate agentic automation for global enterprises & will establish an AI lab with UiPath in India.
Stocks to Focus in Opening Today
1. United Breweries | Company will close operations at the Mangalore brewery unit.
2. UCO Bank | Company appointed Sumit Khandelwal as CFO.
3. ISGEC Heavy Engineering | National Green Tribunal granted permission to resume operations at the Muzaffarnagar unit.
4. Frontier Springs | Company received an order worth βΉ 92.6 Crore from Rail Coach Factory, Kapurthala & Modern Coach Factory, Raebareli.
5. Salzer Electronics | Company formed an SPV named Effilume Private for implementing the βΉ 192 Crore energy efficiency project in Bengaluru on an order secured from the Bruhat Bengaluru Mahanagara Palike in May.
6. Jindal Stainless | Company bought 33.64% stake in Oyster Renewable's 282 MW SPV.
7. HCLTech | Company signed a deal with UiPath to accelerate agentic automation for global enterprises & will establish an AI lab with UiPath in India.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Sarda Energy & Minerals | Chhattisgarh Environment Conservation Board gave its consent to expand production capacity.
2. Star Cement | An arm commenced commercial production of AAC blocks at the Assam manufacturing unit.
3. Veritas (India) | A major fire at the adjacent terminal spread to the office of the companyβs subsidiaries at UAE. The fire was brought under control & there were no casualties. The assessment & impact of fire is under process. It is to further inform that there is an appropriate insurance coverage. Rajaram Shanbhag resigned as CFO.
4. Awfis Space Solutions | Company has been sanctioned with a loan facility of βΉ 80 Crore, which includes an overdraft limit of βΉ 30 Crore to fund capital expenditures for existing centres, establish new centers & for reimbursement of eligible expenditures. Company plans to utilise the facility as per future business requirements.
Stocks to Focus in Opening Today
1. Sarda Energy & Minerals | Chhattisgarh Environment Conservation Board gave its consent to expand production capacity.
2. Star Cement | An arm commenced commercial production of AAC blocks at the Assam manufacturing unit.
3. Veritas (India) | A major fire at the adjacent terminal spread to the office of the companyβs subsidiaries at UAE. The fire was brought under control & there were no casualties. The assessment & impact of fire is under process. It is to further inform that there is an appropriate insurance coverage. Rajaram Shanbhag resigned as CFO.
4. Awfis Space Solutions | Company has been sanctioned with a loan facility of βΉ 80 Crore, which includes an overdraft limit of βΉ 30 Crore to fund capital expenditures for existing centres, establish new centers & for reimbursement of eligible expenditures. Company plans to utilise the facility as per future business requirements.
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π Management Views & Voices | Vipul Mathur @ Welspun Corp Talks
βοΈ Current order book βΉ 19,500 Cr & there is no order so far applicable impacted by US tariff
βοΈ Largely there is domestic steel available in US so no impact of importing steel in the US. LSaw is high remunerative market & 12-15% EBITDA is possible says Vipul Mathur, Welspun Corp.
π Management Views & Voices | Vipul Mathur @ Welspun Corp Talks
βοΈ Current order book βΉ 19,500 Cr & there is no order so far applicable impacted by US tariff
βοΈ Largely there is domestic steel available in US so no impact of importing steel in the US. LSaw is high remunerative market & 12-15% EBITDA is possible says Vipul Mathur, Welspun Corp.
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π Market Experts Views & Voices | Jonathan Garner @ Morgan Stanley Talks
βοΈ Very bullish on India, it's our largest overweight, seeing passive allocations building in India
βοΈ two rate cuts for India this year, FDI flows & private eq flows into India are very buoyant says Jonathan Garner, Morgan Stanley
π Market Experts Views & Voices | Jonathan Garner @ Morgan Stanley Talks
βοΈ Very bullish on India, it's our largest overweight, seeing passive allocations building in India
βοΈ two rate cuts for India this year, FDI flows & private eq flows into India are very buoyant says Jonathan Garner, Morgan Stanley
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May 2025 Business Updates | AdaniPorts cargo volume at record-high of 41.8 MMT.
βͺοΈCargo Handling Volume Up 17% YoY 41.8 mt
βͺοΈLogistics Rail Volumes Up 13% YoY At 0.06 m TEUs
May 2025 Business Updates | AdaniPorts cargo volume at record-high of 41.8 MMT.
βͺοΈCargo Handling Volume Up 17% YoY 41.8 mt
βͺοΈLogistics Rail Volumes Up 13% YoY At 0.06 m TEUs
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Stock in Focus & News post Block Deal | Aptus Value Housing block deal upsized, Westbridge to sell 12.6% equity in the Company.
Stock in Focus & News post Block Deal | Aptus Value Housing block deal upsized, Westbridge to sell 12.6% equity in the Company.