@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ashok Leyland Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on Ashok Leyland | Margin gains, exports to drive growth, target price ₹ 160, Overweight maintained.
👉🏿 HSBC's hold call on Ashok Leyland | Target price at ₹ 145 per/share, GST cut less positive for co due to product & customer profile. Domestic CV Industry expected to grow 5–6% CAGR over FY25–FY28.
👉🏿 Morgan Stanley's overweight call on Ashok Leyland | Target price at ₹ 160 per/share, Q2 broadly in-line. Management guides for stronger growth in H2 vs H1.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Asian Paints Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on Asian Paints | Growth outlook improved, margins steady; target price ₹ 2,194, Underweight View maintained.
👉🏿 Elara Securities on Asian Paints | Q2 beat with first market share gain in 2 years, cautious outlook; maintains Sell, target price ₹ 2,600.
👉🏿 HSBC's buy call on Asian Paints | Target price raised to ₹ 3,050 per/share, core retail decorative biz recovery led to a margin surprise, which should continue. FY27 EPS is 10% above estimates
👉🏿 Jefferies' buy call on Asian Paints | Target price raised to ₹ 3,300 per/share, domestic volumes growth led by investments in brands, innovation & regional activations. Competition remains intense.
👉🏿 Citi on Asian Paints | Maintain 'Sell' View, hikes target price to ₹ 2,250 from ₹ 2,150.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | TATA Steel Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on Tata Steel | Cost savings, margin recovery on track; target price ₹ 200, Overweight View maintained.
👉🏿 JPMorgan maintains 'overweight' on Tata Steel with a target price of ₹ 195.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Info Edge Ltd. 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on Info Edge | Billings steady, margins expand; recovery expected ahead, maintains Buy View, target price ₹ 1,700.
👉🏿 Nomura's buy call on Info Edge | Target price at ₹ 1,585 per/share, recruitment vertical, subdued billing growth. Matrimony & Education continue to grow. Sharp improvement in IT hiring unlikely in near-term.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | HAL Ltd. 🟢 (Positive Outlook)
👉🏿 Citi sees HAL on solid footing with strong order book & improving revenue visibility, maintains Buy View with ₹ 5,800 target.
👉🏿 Morgan Stanley's equal-weight call on HAL | Target price at ₹ 5,092 per/share, Q2 operational miss. EBITDA miss driven by higher-than-expected provisions at 7.8% of revenue. PAT beat driven by higher other income of ₹ 890 Cr
👉🏿 JP Morgan maintains 'overweight' on Hindustan Aeronautics, cuts target price to ₹ 6,004 from ₹ 6,105.