Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Cummins Indiatd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Citi on Cummins India | Powergen strong, datacenter demand healthy; remains a top pick in Industrials.
πŸ‘‰πŸΏ Citi on Cummins | Buy call, target price at β‚Ή 4,875 per/share, powergen demand steady from real estate, construction & infrastructure. Industrial weakness in Q2FY26 seen as transitory, with potential in railways, defence & marine.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Adani Enterprises
Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Jefferies on Adani Enterprises |
Buy call, target price at β‚Ή 2,940 per/share, ADE receives CoC approval for β‚Ή 14,500 Cr resolution plan for JAL. Plan may carve out Jaypee Assets across Adani Group entities pending NCLT clearance.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Navin Fluorine Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Citi on Navin Fluorine |
CDMO traction steady, strong pipeline & long-term API roadmap
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | NSDL Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ ICICI Securities on NSDL |
Initiates Hold with β‚Ή 1,170 target; steady structural play on India’s market growth.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Strategy 🟒 (Positive Outlook)
πŸ‘‰πŸΏ BofA India Strategy – Amish Shah |
Stay underweight on capex-linked sectors Industrials, Cement & Steel-& Globally exposed themes like Metals, Energy & IT.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Pine Labs Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Emkay initiates 'Reduce' on Pine Labs with Price Target of β‚Ή 210
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Info Edge Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ BofA maintains 'Underperform' on Info Edge with Price Target of β‚Ή 1,300.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Adani Enterprises Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Jefferies maintains 'Buy' on Adani Enterprises with Price Target of β‚Ή 2,940.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | LG Electronics Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley initiates 'Overweight' on LG Electronics with Price Target of β‚Ή 1,920.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | HDFC Bank Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley maintains 'Overweight' on HDFC Bank with Price Target of β‚Ή 1,225.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | AXIS Bank Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley maintains 'Overweight' on Axis Bank with Price Target of β‚Ή 1,450.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | SBI Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley maintains 'Equal-weight' on SBI with Price Target of β‚Ή 1,025.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ICICI Bank Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley maintains 'Overweight' on ICICI Bank with Price Target of β‚Ή 1,800.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Kotak Mahindra Bank Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley maintains 'Overweight' on Kotak Mahindra Bank with Price Target of β‚Ή 2,600.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Swiggy Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley maintains 'Equal-weight' on Swiggy with Price Target of β‚Ή 455.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Godrej Properties a
cquires a 3.8-acre land parcel on Sarjapur Road, South Bengaluru, with an estimated revenue potential of β‚Ή 2,400 crore.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | ACME Solar
commissions the second phase of its 100 MW wind power project in Gujarat, adding 16 MW of new capacity
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | VA Tech Wabag
bags an ADB-funded DBO order from Nepal’s Melamchi Water Supply Development Board, with the contract valued between $30–75 million.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening BellπŸ”” Updates 20th November 2025

πŸ“’ Market opens higher, Sensex & Nifty hit 52-week high & Nifty Bank at record high.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
πŸŽ™ Management Views & Voices | Dodla Sunil Reddy of Dodla Dairy
Talks
βœ”οΈ Q1 was impacted by weak summer, therefore H1 sales growth is lower. Expect 10-12% revenue growth for FY26 vs earlier expected 15%, VAP was lower due to bulk sales last year, will stabilise 1-1.5% higher each year, says Dodla Sunil Reddy of Dodla Dairy.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
October 2025 Core Sector Data |
October Eight Core Industries Growth at 0.0% Vs 3.3% (MoM)
🚨 India's eight core industries' growth stalled at 0.0% in October 2025, a sharp decline from the final growth rate of 3.3% in September 2025 (month-on-month, MoM), marking a 14-month low.
🚨 The stagnation was primarily driven by a sharp contraction in coal and electricity production, which offset positive growth in other sectors.
🚨 The eight core industries (Coal, Crude Oil, Natural Gas, Refinery Products, Fertilizers, Steel, Cement & Electricity) comprise 40.27% of the total weight of the Index of Industrial Production (IIP).
🚨The data for the index is released by the Office of the Economic Adviser (OEA), under the Ministry of Commerce & Industry.