@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | EMAMI Ltd. 🟢 (Positive Outlook)
👉🏿 Elara on Emami | Maintain Buy; target price cut to ₹ 640
👉🏿 Motilal Oswal on Emami | Maintain Buy with target price of ₹ 650
👉🏿 Nuvama on Emami | Maintain Buy with target price of ₹ 735 (earlier ₹ 795)
👉🏿 Citi on Emami | Maintain Buy; target price ₹ 665

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Devyani International Ltd. 🟢 (Positive Outlook)
👉🏿 Citi on Devyani International | Maintain Buy; target price ₹ 192
👉🏿 Nuvama on Devyani International | Maintains Buy | target price ₹ 185 (earlier ₹ 216)
👉🏿 Elara on Devyani International | Upgrade to Buy; target price cut to ₹ 165
👉🏿 Bernstein's outperform call on Devyani Intl | Target price at ₹ 160per/share, core India brands remain sluggish (KFC +6%, PizzaHut -6%). Margins pressured by higher delivery costs & operating deleverage
👉🏿 Jefferies on Devyani Intl | Upgrade to Buy, target price at ₹ 145 per/share. New leadership expected to recalibrate strategy and execution. Jan SSSg positive across brands except PizzaHut, early demand green shoots. Sapphire Merger may cause short-term volatility but strengthens in long-term scale

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Trent Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama on Trent | Maintains Hold | Target price ₹ 4,543 (earlier ₹ 5,189)
👉🏿 Citi on Trent | Maintain Sell, target price ₹ 4,350
👉🏿 Bernstein on Trent | Maintain Outperform; target price ₹ 5,000
👉🏿 Jefferies' call on Trent | Hold call, target price at ₹ 4,575 per/share, negative fashion LFL partly due to festive calendar shift. Expansion into new and existing markets remains on track. Prefer to stay side-lined until growth visibility improves
👉🏿 Citi's call on Trent | Sell call, target price at ₹ 4,350 per/share. GM expansion seen as mix-led & difficult to sustain. Employee & rent costs lag store area growth. Margin risk elevated as cost normalisation resumes

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IT Sector 🟢 (Positive Outlook)
👉🏿 Citi's call on IT/Cognizant | Q4FY25 rev at $5.3 bn (+4.9% YoY), ahead of Indian IT peers. CY25 rev at $21.1 bn (+6.4% CC), aided by around 260 bps Belcan acquisition. NSE IT has underperformed Nifty by 24% in past 12 months, remain cautious
👉🏿 Nomura on Cognizant | Q4FY25 earnings beat supported by strong deal momentum. Margin recovery continues under next-gen transformation
👉🏿 Jefferies on IT | AI tools (Anthropic’s cowork plug-ins, Palantir’s faster SAP claims) may disrupt app services revenues. Valns face downside risk as revenue visibility weakens. Maintain selective stance, prefer HCL Tech, Infosys, Coforge, Sagility