@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.📊
🟢 IDBI Bank | Disinvestment enters Stage 3, bid clarity likely before FY26-End
🟢 Goldman Sachs projects these defence stocks to benefit from Budget2026 announcements
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
🟢 IDBI Bank | Disinvestment enters Stage 3, bid clarity likely before FY26-End
🟢 Goldman Sachs projects these defence stocks to benefit from Budget2026 announcements
@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.📊
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Capital Markets & Insurance Ltd. 🟢 (Positive Outlook)
👉🏿 Bernstein on Capital Markets & Insurance | Derivatives hurt, insurance a non-event. Higher Frequency Trading (HFT) profitability may compress, hurting Nuvama via reduced profit pool. Budget impact neutral for PB Fintech, focus shifts to IRDAI consultation paper in coming months.
👉🏿 Jefferies on Capital Markets | STT hike largely manageable, industry checks suggest around 5% volume impact. 5% drop in Avg Daily Turnover/orders could mean around 4% earnings impact for BSE & Groww.
Brokerages Views on Various Sectors & Stocks | Capital Markets & Insurance Ltd. 🟢 (Positive Outlook)
👉🏿 Bernstein on Capital Markets & Insurance | Derivatives hurt, insurance a non-event. Higher Frequency Trading (HFT) profitability may compress, hurting Nuvama via reduced profit pool. Budget impact neutral for PB Fintech, focus shifts to IRDAI consultation paper in coming months.
👉🏿 Jefferies on Capital Markets | STT hike largely manageable, industry checks suggest around 5% volume impact. 5% drop in Avg Daily Turnover/orders could mean around 4% earnings impact for BSE & Groww.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Strategy 🟢 (Positive Outlook)
👉🏿 Jefferies India Strategy | India Budget — A pragmatic approach, no fireworks.
👉🏿 Fiscal policy turns less contractionary as expected | BofA on Union Budget2026.
👉🏿 Citi India Strategy Union Budget2026 | Focusing on strategic foundations & macro stability.
👉🏿 Bernstein India Strategy | An academic budget that lacked punch.
Brokerages Views on Various Sectors & Stocks | India Strategy 🟢 (Positive Outlook)
👉🏿 Jefferies India Strategy | India Budget — A pragmatic approach, no fireworks.
👉🏿 Fiscal policy turns less contractionary as expected | BofA on Union Budget2026.
👉🏿 Citi India Strategy Union Budget2026 | Focusing on strategic foundations & macro stability.
👉🏿 Bernstein India Strategy | An academic budget that lacked punch.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | PayTM Ltd. 🟢 (Positive Outlook)
👉🏿 Citi maintains 'Buy' ratings on Paytm with a target price of ₹ 1,375.
Brokerages Views on Various Sectors & Stocks | PayTM Ltd. 🟢 (Positive Outlook)
👉🏿 Citi maintains 'Buy' ratings on Paytm with a target price of ₹ 1,375.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Dixon Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley maintains 'Underweight' ratings on Dixon with target price of ₹ 8,157.
Brokerages Views on Various Sectors & Stocks | Dixon Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley maintains 'Underweight' ratings on Dixon with target price of ₹ 8,157.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Delhivery Ltd. 🟢 (Positive Outlook)
👉🏿 JP Morgan maintains 'Overweight' ratings on Delhivery with a target price of ₹ 600.
Brokerages Views on Various Sectors & Stocks | Delhivery Ltd. 🟢 (Positive Outlook)
👉🏿 JP Morgan maintains 'Overweight' ratings on Delhivery with a target price of ₹ 600.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Buybacks 🟢 (Positive Outlook)
👉🏿 CLSA on Buyback | This could incentivize IT service companies to undertake share buybacks.
Brokerages Views on Various Sectors & Stocks | Buybacks 🟢 (Positive Outlook)
👉🏿 CLSA on Buyback | This could incentivize IT service companies to undertake share buybacks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Banks 🟢 (Positive Outlook)
👉🏿 CLSA Views on Banks
Brokerages Views on Various Sectors & Stocks | Banks 🟢 (Positive Outlook)
👉🏿 CLSA Views on Banks
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Life Insurers 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on life insurers | Budget relief boosts near-term outlook
Brokerages Views on Various Sectors & Stocks | Life Insurers 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on life insurers | Budget relief boosts near-term outlook
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Bajaj Auto Ltd. 🟢 (Positive Outlook)
👉🏿 Bernstein stays bullish on Bajaj Auto, raises target price to ₹ 11,500.
Brokerages Views on Various Sectors & Stocks | Bajaj Auto Ltd. 🟢 (Positive Outlook)
👉🏿 Bernstein stays bullish on Bajaj Auto, raises target price to ₹ 11,500.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ACC Ltd. 🟢 (Positive Outlook)
👉🏿 Citi downgrades ACC to Neutral, cuts target price to ₹ 1,755 post merger alignment.
Brokerages Views on Various Sectors & Stocks | ACC Ltd. 🟢 (Positive Outlook)
👉🏿 Citi downgrades ACC to Neutral, cuts target price to ₹ 1,755 post merger alignment.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Auto Sector 🟢 (Positive Outlook)
👉🏿 Citi reiterates Maruti, M&M & Hyundai as top auto picks after January sales trends.
Brokerages Views on Various Sectors & Stocks | Auto Sector 🟢 (Positive Outlook)
👉🏿 Citi reiterates Maruti, M&M & Hyundai as top auto picks after January sales trends.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Jindal Steel Ltd. 🟢 (Positive Outlook)
👉🏿 Citi stays bearish on Jindal Steel, cuts target price to ₹ 785
Brokerages Views on Various Sectors & Stocks | Jindal Steel Ltd. 🟢 (Positive Outlook)
👉🏿 Citi stays bearish on Jindal Steel, cuts target price to ₹ 785
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Capital Goods 🟢 (Positive Outlook)
👉🏿 Citi on Capital Goods | Capex growth re-accelerates across key ministries. Rail, Road, Defence capex growth improves vs FY26 trend. Medium-term positives: High-speed rail & DFC announcements, data centre ecosystem push & manufacturing scale-up in electronics, industrials
Brokerages Views on Various Sectors & Stocks | Capital Goods 🟢 (Positive Outlook)
👉🏿 Citi on Capital Goods | Capex growth re-accelerates across key ministries. Rail, Road, Defence capex growth improves vs FY26 trend. Medium-term positives: High-speed rail & DFC announcements, data centre ecosystem push & manufacturing scale-up in electronics, industrials