Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Global & Asian Markets Updates | Cues for Today Morning
β—–Nifty ends 120 points higher, closing above 25,200, Adani Enterprises tops gainers, M&M the top loser. πŸ“ˆ
β—–Get ready for today's trading session with the latest Global & Indian markets news wrap! Stay informed & stay ahead! πŸŒπŸ“Š
@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.πŸ“Š
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ashok Leyland Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ UBS maintains 'Buy' ratings on Ashok Leyland, hikes target price to β‚Ή 225.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Silver 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Citi on Silver | It is behaving like β€˜Gold squared’ or β€˜Gold on steroids’
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India-EU FTA 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Kotak on India-EU FTA | India-EU FTA will liberalize 96-99% of trade between the two regions.
πŸ‘‰πŸΏ Citi on India-EU FTA |Minimal Impact of EU deal on Listed Indian OEM's.
πŸ‘‰πŸΏ Citi on India-EU FTA | India-EU FTA will liberalize 96-99% of trade between the two regions.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Indian Budget 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Jefferies on India Budget2026 |
Will likely continue the path of fiscal consolidation albeit at a lower pace.
πŸ‘‰πŸΏ Citi on India Budget2026 | Expect Central Government revised estimate of FY26 fiscal deficit at 4.4% of GDP.
πŸ‘‰πŸΏ Kotak Securities on India Budget2026 | Fiscal consolidation can ease under the center’s debt/GDP target.
πŸ‘‰πŸΏ BofA on India Budget2026 | India’s fiscal policy set to stop being contractionary & move to a debt targeting framework.
πŸ‘‰πŸΏ MOSL on India Budget2026 | Expect the FY27 Union Budget to mark a pivotal moment in India’s fiscal framework.
@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.πŸ“Š
🟒 Ramkrishna Forgings | EBITDA up 29.5%, margin at 14.9% vs 11.8% (YoY)
🟒 Motilal Oswal Finance | : Net Profit flat, Revenue up 5.9% at β‚Ή 2,111.6 Cr vs β‚Ή 1,993.4 Cr (YoY)
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | CV Cycle 🟒 (Positive Outlook)
πŸ‘‰πŸΏ UBS on CV Cycle |
Initiate buy call on Tata MotorsCV, target price at β‚Ή 550 per/share & buy call on Ashok Leyland, target price raised to β‚Ή 225 per/shae from β‚Ή 117 per/share. Globally, CV stocks command premium valuations due to consolidation, healthy cash flows & lower tech or regulatory risks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Asian Paints Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Motilal Oswal on Asian Paints |
Maintain Neutral with target price at β‚Ή 2,950 vs β‚Ή 3,000.
πŸ‘‰πŸΏ Citi on Asian Paints |
Reiterate Sell with target price raised to β‚Ή 2,300 from β‚Ή 2,250.
πŸ‘‰πŸΏ Morgan Stanley stays Underweight on Asian Paints, flags softer growth & sustained competitive pressure.
πŸ‘‰πŸΏ Jefferies on Asian Paints | Buy call, target price at β‚Ή 3,300 per/share, domestic volume growth moderated partly due to seasonal factors but remained respectable at 8% YoY. Issue remains with consolidated revenue growth, which was nearly half of volume growth.
πŸ‘‰πŸΏ Morgan Stanley maintains 'Underweight' ratings on Asian Paints with a target price of β‚Ή 2,194.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IGI Paints Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley stays Overweight on International Gemmological Ins after a strong beat