Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Yes Bank Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CITI on Yes Bank |
Modest advances growth trajectory of 5.2% YoY / 2.9% QoQ.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | M&M Financial Services Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CITI on M&M Financial Services |
Robust disbursements growth of 7% YoY/30% QoQ (outperforming Citi estimates).
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Bajaj Finance Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CITI on Bajaj Finance |
Consolidated AUM growth of 22.1% YoY/5.1% QoQ, aligning with Citi estimates.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Steel India ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Morgan Stanley on Steel India | Domestic HRC prices moved ~4% higher WoW to โ‚น 50,300/t (+9% MoM).
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Bank of Baroda Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CITI on Bank of Baroda |
Robust sequential advances growth of >5% QoQ (>14.5% YoY), surpassing Citi estimates & guided range.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Industrials ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CITI on Industrials |
Top picks โ€“ Bharat Electronics, Cummins India
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Devyani International Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CITI on Devyani International |
Maintain Buy with ticket price of โ‚น 182.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Venezuela Impact ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Jefferies on Venezuela Impact |
Potential US takeover could lift sanctions on Venezuelan crude exports. Reliance may source crude at $5โ€“8/bbl discount to Brent, boosting GRMs. Medium-term Risk: Revived Venezuela output may pressure Global Crude Prices.
๐Ÿ‘‰๐Ÿฟ Jefferies on Venezuela Impact on India | Reliance, ONGC Could Benefit from US Takeover of Venezuelan Oil.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Property Sector ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Morgan Stanley on India Property | FY25 marked a strong inflection for office REIT's.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Nykaa Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Morgan Stanley maintains 'Overweight' on Nykaa with Price Target of โ‚น 271.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Marico Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Nomura maintains 'Buy' on Marico with Price Target of โ‚น 875
๐Ÿ‘‰๐Ÿฟ HSBC's buy call on Marico | Target price at โ‚น 870 per/share, Q3 biz update performance in-line with around 8% India YoY volume growth. Margin tailwinds in place, though foods performance uptick key ahead.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Metals Sector ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Jefferies on Metals |
Positive outlook on Indian Metals entering 2026. Asian steel spreads to recover from around 15-year lows. FY27โ€“28 EPS raised by 4โ€“17% For Jindal Steel, Tata Steel, Hind Zinc, Hindalco
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Dixon Tech Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Nomura's buy call on Dixon Tech |
Target price cut to โ‚น 16,589 per/share, global memory price spike to hurt near-term mobile volumes. Revenue estimates lowered by 12%/2%/1%, higher ASPs partly offset volume impact. Valuation at around 32x FY28F EPS seen attractive given long-term growth.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell๐Ÿ”” Updates 5th January 2026

๐Ÿ“ข Market opens a little changed, Nifty opens near record high, Oil & Gas Companies in focus as US takes over Venezuela.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Stock in Focus & News | Samvardhana Motherson Sumi Ltd.

๐Ÿ“ข SAMIL | Motherson secures incentives under Electronic Component Manufacturing PLI Scheme | โ‚น 1,900 crore investment, 5,000 jobs planned
๐Ÿ‘‰๐Ÿฟ Samvardhana Motherson International Limited (SAMIL) on Monday, January 5, said its subsidiary has secured Govt incentives under the Centreโ€™s Electronics Components Manufacturing Scheme (ECMS), strengthening the groupโ€™s push into domestic manufacturing for the consumer electronics segment.
๐Ÿ‘‰๐Ÿฟ In a regulatory filing, the company said Motherson Electronic Components Private Limited (MECPL) has been approved as a beneficiary under the scheme notified by the Ministry of Electronics & Information Technology (MeitY).
๐Ÿ‘‰๐Ÿฟ The incentives are aimed at supporting the manufacture of enclosures for the consumer electronics industry and will be available for six years, from FY26 to FY31.
๐Ÿ‘‰๐Ÿฟ Under the ECMS approval, MECPL is expected to make a cumulative investment of around โ‚น 1,900 crore over the incentive period. Company also plans to generate over 5,000 jobs at its manufacturing facility in Kanchipuram, Tamil Nadu, during the course of the scheme.
๐Ÿ‘‰๐Ÿฟ Company said the approval reinforces its commitment to strengthening Indiaโ€™s electronics manufacturing ecosystem & aligns with the governmentโ€™s โ€œMake in Indiaโ€ initiative. The group added that its inclusion in the ECMS reflects its readiness to scale operations in high-value segments such as consumer electronics.
๐Ÿ‘‰๐Ÿฟ The ECMS incentives are part of the Govtโ€™s broader push to build a resilient domestic electronics supply chain & reduce import dependence in critical components
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
๐ŸŽ™ Management Views & Voices | Prashant Kumar of Yes Bank Talks

โœ”๏ธ Q3 numbers in-line with strategic objectives, optimistic on FY26 outlook; with Private capex picking up, corporate can show better demand', says Prashant Kumar, of Yes Bank. Wealth segment is critical for banks as they offer good opportunity, weโ€™re seriously looking into setting up this segment for the bank, he further adds.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
"Financial Morning Thought to Start the Fresh New Trading Day"
S๐—บ๐—ฎ๐—ฟ๐˜ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜๐˜€ ๐—ก๐—ผ๐˜„ โ€“ ๐—ข๐—ฝ๐—ฒ๐—ป ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—”/๐—ฐ ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†!
Dear All | Stock markets are moving up & showing signs of recoveryโ€”this is the perfect time to start your trading account & invest at lower valuations for long-term gains.

Donโ€™t miss this opportunity to position yourself ahead of the uptrend. Letโ€™s get started today!

Contact us now to open your account & make the most of the market recovery.

Best Regards,
๐—ฅ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต ๐—ก๐—ฎ๐—ถ๐—ฟ @ ๐— ๐—ผ๐—ป๐—ฒ๐—ฃ๐—น๐—ฎ๐—ป ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜†
๐— ๐—ผ๐—ฏ. ๐Ÿณ๐Ÿฑ๐Ÿฌ๐Ÿฒ๐Ÿฎ๐Ÿฒ๐Ÿฑ๐Ÿฏ๐Ÿฒ๐Ÿฑ | ๐—˜๐— ๐—ฎ๐—ถ๐—น ๐—ฟ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต๐—ป๐—ฎ๐—ถ๐—ฟ๐Ÿณ๐Ÿฎ@๐—ด๐—บ๐—ฎ๐—ถ๐—น.๐—ฐ๐—ผ๐—บ
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
GIFT Nifty Morning Opening Updates |
GIFT Nifty higher, trading at a premium of nearly 70 points from Nifty Futures Monday close, indicates a start in the green for the Indian market.