@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India-EU FTA 🟢 (Positive Outlook)
👉🏿 Kotak on India-EU FTA | India-EU FTA will liberalize 96-99% of trade between the two regions.
👉🏿 Citi on India-EU FTA |Minimal Impact of EU deal on Listed Indian OEM's.
👉🏿 Citi on India-EU FTA | India-EU FTA will liberalize 96-99% of trade between the two regions.
Brokerages Views on Various Sectors & Stocks | India-EU FTA 🟢 (Positive Outlook)
👉🏿 Kotak on India-EU FTA | India-EU FTA will liberalize 96-99% of trade between the two regions.
👉🏿 Citi on India-EU FTA |Minimal Impact of EU deal on Listed Indian OEM's.
👉🏿 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)
👉🏿 Jefferies on India Budget2026 | Will likely continue the path of fiscal consolidation albeit at a lower pace.
👉🏿 Citi on India Budget2026 | Expect Central Government revised estimate of FY26 fiscal deficit at 4.4% of GDP.
👉🏿 Kotak Securities on India Budget2026 | Fiscal consolidation can ease under the center’s debt/GDP target.
👉🏿 BofA on India Budget2026 | India’s fiscal policy set to stop being contractionary & move to a debt targeting framework.
👉🏿 MOSL on India Budget2026 | Expect the FY27 Union Budget to mark a pivotal moment in India’s fiscal framework.
Brokerages Views on Various Sectors & Stocks | Indian Budget 🟢 (Positive Outlook)
👉🏿 Jefferies on India Budget2026 | Will likely continue the path of fiscal consolidation albeit at a lower pace.
👉🏿 Citi on India Budget2026 | Expect Central Government revised estimate of FY26 fiscal deficit at 4.4% of GDP.
👉🏿 Kotak Securities on India Budget2026 | Fiscal consolidation can ease under the center’s debt/GDP target.
👉🏿 BofA on India Budget2026 | India’s fiscal policy set to stop being contractionary & move to a debt targeting framework.
👉🏿 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.📊
🟢 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 ₹ 2,111.6 Cr vs ₹ 1,993.4 Cr (YoY)
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
🟢 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 ₹ 2,111.6 Cr vs ₹ 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)
👉🏿 UBS on CV Cycle | Initiate buy call on Tata MotorsCV, target price at ₹ 550 per/share & buy call on Ashok Leyland, target price raised to ₹ 225 per/shae from ₹ 117 per/share. Globally, CV stocks command premium valuations due to consolidation, healthy cash flows & lower tech or regulatory risks.
Brokerages Views on Various Sectors & Stocks | CV Cycle 🟢 (Positive Outlook)
👉🏿 UBS on CV Cycle | Initiate buy call on Tata MotorsCV, target price at ₹ 550 per/share & buy call on Ashok Leyland, target price raised to ₹ 225 per/shae from ₹ 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)
👉🏿 Motilal Oswal on Asian Paints | Maintain Neutral with target price at ₹ 2,950 vs ₹ 3,000.
👉🏿 Citi on Asian Paints | Reiterate Sell with target price raised to ₹ 2,300 from ₹ 2,250.
👉🏿 Morgan Stanley stays Underweight on Asian Paints, flags softer growth & sustained competitive pressure.
👉🏿 Jefferies on Asian Paints | Buy call, target price at ₹ 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.
👉🏿 Morgan Stanley maintains 'Underweight' ratings on Asian Paints with a target price of ₹ 2,194.
Brokerages Views on Various Sectors & Stocks | Asian Paints Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Asian Paints | Maintain Neutral with target price at ₹ 2,950 vs ₹ 3,000.
👉🏿 Citi on Asian Paints | Reiterate Sell with target price raised to ₹ 2,300 from ₹ 2,250.
👉🏿 Morgan Stanley stays Underweight on Asian Paints, flags softer growth & sustained competitive pressure.
👉🏿 Jefferies on Asian Paints | Buy call, target price at ₹ 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.
👉🏿 Morgan Stanley maintains 'Underweight' ratings on Asian Paints with a target price of ₹ 2,194.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IGI Paints Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley stays Overweight on International Gemmological Ins after a strong beat
Brokerages Views on Various Sectors & Stocks | IGI Paints Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley stays Overweight on International Gemmological Ins after a strong beat
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Vishal Mega Mart Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley stays Overweight on Vishal Mega Mart, citing steady margins & strong store expansion despite top-line miss.
Brokerages Views on Various Sectors & Stocks | Vishal Mega Mart Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley stays Overweight on Vishal Mega Mart, citing steady margins & strong store expansion despite top-line miss.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Marico Ltd. 🟢 (Positive Outlook)
👉🏿 Citi on Marico | Maintain Buy with target price raised to ₹ 900 from ₹ 875.
👉🏿 Morgan Stanley maintains equal-weight on Marico with steady growth outlook; margins & volume recovery in focus
Brokerages Views on Various Sectors & Stocks | Marico Ltd. 🟢 (Positive Outlook)
👉🏿 Citi on Marico | Maintain Buy with target price raised to ₹ 900 from ₹ 875.
👉🏿 Morgan Stanley maintains equal-weight on Marico with steady growth outlook; margins & volume recovery in focus
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Tata Consumer Products Ltd. 🟢 (Positive Outlook)
👉🏿 Goldman Sachs stays bullish on Tata Consumer Products, lifts target price as volume-led growth & margin recovery drive earnings optimism
👉🏿 Jefferies maintains 'Hold' ratings on Tata Consumer with a target price of ₹ 1,310.
Brokerages Views on Various Sectors & Stocks | Tata Consumer Products Ltd. 🟢 (Positive Outlook)
👉🏿 Goldman Sachs stays bullish on Tata Consumer Products, lifts target price as volume-led growth & margin recovery drive earnings optimism
👉🏿 Jefferies maintains 'Hold' ratings on Tata Consumer with a target price of ₹ 1,310.