@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Lupin Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Lupin | Maintain Neutral with target price of ₹ 2,360 vs ₹ 2,125.
👉🏿 Citi remains bullish on Lupin, raises target price to ₹ 2,540.
👉🏿 HDFC Securities stays constructive on Lupin, raises target price to ₹ 2,400.
👉🏿 Morgan Stanley's call on Lupin | Equal-weight call, target price at ₹ 2,386 per/share. Beat led by strong US exclusivity sales. India business to outpace IPM with chronic focus, semaglutide launch.
Brokerages Views on Various Sectors & Stocks | Lupin Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Lupin | Maintain Neutral with target price of ₹ 2,360 vs ₹ 2,125.
👉🏿 Citi remains bullish on Lupin, raises target price to ₹ 2,540.
👉🏿 HDFC Securities stays constructive on Lupin, raises target price to ₹ 2,400.
👉🏿 Morgan Stanley's call on Lupin | Equal-weight call, target price at ₹ 2,386 per/share. Beat led by strong US exclusivity sales. India business to outpace IPM with chronic focus, semaglutide launch.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Vedant Fashions Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley's call on Vedant Fashions | Downgrade to underweight call, target price cut to ₹ 400 per/share from ₹ 642 per/share. Prefer Aditya Birla Lifestyle Brands, overweight with target price of ₹ 176 per/share.
Brokerages Views on Various Sectors & Stocks | Vedant Fashions Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley's call on Vedant Fashions | Downgrade to underweight call, target price cut to ₹ 400 per/share from ₹ 642 per/share. Prefer Aditya Birla Lifestyle Brands, overweight with target price of ₹ 176 per/share.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | CMS Info Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies' buy call on CMS Info | Target price cut to ₹ 400 per/share, activity recovery, SBI ATM wins to aid Q4. MSP acquisition signed, FY26 estimates trimmed. Company targets 15-19% revenue growth, 25-26% margin in FY27.
Brokerages Views on Various Sectors & Stocks | CMS Info Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies' buy call on CMS Info | Target price cut to ₹ 400 per/share, activity recovery, SBI ATM wins to aid Q4. MSP acquisition signed, FY26 estimates trimmed. Company targets 15-19% revenue growth, 25-26% margin in FY27.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ola Electric Ltd. 🟢 (Positive Outlook)
👉🏿 Emkay on Ola Electric | Downgrade to Sell from Buy with target price cut to ₹ 20 from ₹ 50
Brokerages Views on Various Sectors & Stocks | Ola Electric Ltd. 🟢 (Positive Outlook)
👉🏿 Emkay on Ola Electric | Downgrade to Sell from Buy with target price cut to ₹ 20 from ₹ 50
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Mrs. Bectors Foods Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Mrs. Bectors Foods | Upgrade to Buy from Neutral with target price of ₹ 270 vs ₹ 280.
Brokerages Views on Various Sectors & Stocks | Mrs. Bectors Foods Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Mrs. Bectors Foods | Upgrade to Buy from Neutral with target price of ₹ 270 vs ₹ 280.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Senco Gold Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Senco Gold | Maintain Neutral with target price of ₹ 375.
Brokerages Views on Various Sectors & Stocks | Senco Gold Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Senco Gold | Maintain Neutral with target price of ₹ 375.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Inox Wind Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Inox Wind | Maintain Buy with target price of ₹150
Brokerages Views on Various Sectors & Stocks | Inox Wind Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Inox Wind | Maintain Buy with target price of ₹150
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Eris Lifesciences Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Eris Lifesciences | Maintain Neutral with target price of ₹ 1,520.
Brokerages Views on Various Sectors & Stocks | Eris Lifesciences Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Eris Lifesciences | Maintain Neutral with target price of ₹ 1,520.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Petronet LNG Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Petronet LNG | Maintain Buy with target price of ₹ 365.
Brokerages Views on Various Sectors & Stocks | Petronet LNG Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Petronet LNG | Maintain Buy with target price of ₹ 365.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Info Edge Ltd. 🟢 (Positive Outlook)
👉🏿 Citi remains bearish on Info Edge, cuts target price to ₹ 1,120.
Brokerages Views on Various Sectors & Stocks | Info Edge Ltd. 🟢 (Positive Outlook)
👉🏿 Citi remains bearish on Info Edge, cuts target price to ₹ 1,120.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Torrent Pharmaceuticals Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Torrent Pharmaceuticals | Maintain Neutral with target price of ₹ 4,300.
Brokerages Views on Various Sectors & Stocks | Torrent Pharmaceuticals Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Torrent Pharmaceuticals | Maintain Neutral with target price of ₹ 4,300.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IGL Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on IGL | Maintain Buy with target price of ₹ 235.
Brokerages Views on Various Sectors & Stocks | IGL Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on IGL | Maintain Buy with target price of ₹ 235.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Alkem Laboratories Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Alkem Laboratories | Maintain Neutral with target price of ₹ 5,525 vs ₹ 5,500.
Brokerages Views on Various Sectors & Stocks | Alkem Laboratories Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Alkem Laboratories | Maintain Neutral with target price of ₹ 5,525 vs ₹ 5,500.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Siemens Energy Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Siemens Energy | Maintain Buy with target price of ₹ 3,600 vs ₹ 3,400.
Brokerages Views on Various Sectors & Stocks | Siemens Energy Ltd. 🟢 (Positive Outlook)
👉🏿 Motilal Oswal on Siemens Energy | Maintain Buy with target price of ₹ 3,600 vs ₹ 3,400.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Coal India Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley stays neutral on Coal India, raises target price to ₹ 410.
Brokerages Views on Various Sectors & Stocks | Coal India Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley stays neutral on Coal India, raises target price to ₹ 410.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell🔔 Updates 16th February 2026
📢 Market opens lower, Nifty below 25,450, capital market names in focus.
📢 Capital market stocks fall in opening hour of trade after RBI tightens capital market lending norms, AngelOne, BSE shares decline nearly 8% & 10% each.
Indian Markets Morning Opening Bell🔔 Updates 16th February 2026
📢 Market opens lower, Nifty below 25,450, capital market names in focus.
📢 Capital market stocks fall in opening hour of trade after RBI tightens capital market lending norms, AngelOne, BSE shares decline nearly 8% & 10% each.
@t.me/MonePlan | Impact on markets & stocks of RBI tightens capital market lending norms
📢 RBI's tightened capital market lending norms (effective April 1, 2026) mandate full collateral (with haircuts like 40% on equities), ban proprietary trading funding & cap bank exposures at 40% Tier 1 capital—insulating banks from market volatility.
📢 Post-April 1, 2026, RBI's norms (100% collateral with 40% equity haircuts, prop trading ban, stricter MTF) are expected to reduce trading volumes 10-20%, especially F&O/prop desks.
📢 Analysts estimate 15-25% drop in F&O trading volumes post-April 1, 2026, due to RBI's broker lending curbs (100% collateral, 40% equity haircuts, prop trading ban).
1. Market Impact | Short-Term Pressure: Nifty/Bank Nifty dipped 0.5-1% post-announcement (Feb 14-15); brokers warn of liquidity crunch, higher funding costs curbing margin trading volumes by 10-20%.
2. Sector Winners | Banks (+1-2%, HDFC/ICICI up on risk reduction); insurers stable.
3. Sector Losers | Brokers (-3-5%, Angel One/5Paisa down on leverage curbs); discount brokers hit hardest.
4. Outlook | Trading volumes may moderate 15%; favor banks over brokers long-term. Markets stabilizing as rules grandfather existing loans.
📢 RBI's tightened capital market lending norms (effective April 1, 2026) mandate full collateral (with haircuts like 40% on equities), ban proprietary trading funding & cap bank exposures at 40% Tier 1 capital—insulating banks from market volatility.
📢 Post-April 1, 2026, RBI's norms (100% collateral with 40% equity haircuts, prop trading ban, stricter MTF) are expected to reduce trading volumes 10-20%, especially F&O/prop desks.
📢 Analysts estimate 15-25% drop in F&O trading volumes post-April 1, 2026, due to RBI's broker lending curbs (100% collateral, 40% equity haircuts, prop trading ban).
1. Market Impact | Short-Term Pressure: Nifty/Bank Nifty dipped 0.5-1% post-announcement (Feb 14-15); brokers warn of liquidity crunch, higher funding costs curbing margin trading volumes by 10-20%.
2. Sector Winners | Banks (+1-2%, HDFC/ICICI up on risk reduction); insurers stable.
3. Sector Losers | Brokers (-3-5%, Angel One/5Paisa down on leverage curbs); discount brokers hit hardest.
4. Outlook | Trading volumes may moderate 15%; favor banks over brokers long-term. Markets stabilizing as rules grandfather existing loans.
Telegram
Money Plan Investment Talks
FREE EDUCATIONAL GROUP ON TELEGRAM
This group is one stop solution for all Financial Products & Stock Market related knowledge.
Open Up, Interact & get to know all you want.
Join Here & feel the difference.
This group is one stop solution for all Financial Products & Stock Market related knowledge.
Open Up, Interact & get to know all you want.
Join Here & feel the difference.
@t.me/MonePlan | Aye Finance shares listed quietly today (Feb 16, 2026) at par (₹122-129 IPO price band), confirming weak post-IPO sentiment after tepid 0.97x subscription.
▪️Listing Details
1. Open | ₹ 129 (upper band) on NSE/BSE
2. Current Trading | Flat ₹ 127-130 range (+0-2%)
3. Volume | Moderate ~5-7x issue size
4. Market Cap | ~₹ 4,800 Cr (P/B 1.45x)
▪️Outlook | Stable debut for MSE lender; hold if allotted (targets ₹150+), but no listing pop.
▪️Secondary buying opportunity for long-term NBFC play post-stabilization.
▪️Listing Details
1. Open | ₹ 129 (upper band) on NSE/BSE
2. Current Trading | Flat ₹ 127-130 range (+0-2%)
3. Volume | Moderate ~5-7x issue size
4. Market Cap | ~₹ 4,800 Cr (P/B 1.45x)
▪️Outlook | Stable debut for MSE lender; hold if allotted (targets ₹150+), but no listing pop.
▪️Secondary buying opportunity for long-term NBFC play post-stabilization.
@t.me/MonePlan | Fractal Analytics shares debuted weakly today (Feb 16, 2026), listing nearly 3% lower at ~₹ 876 on NSE versus ₹900 upper IPO price band, after 2.66x subscription.
▪️Listing Details
1. NSE Open | ₹876 (-2.7%)
2. BSE | Similar flat-to-negative
3. Trading Range | ₹ 870-885 (muted volumes)
4. Market Cap| ~₹ 15,200 Cr (down from pre-listing hopes)
▪️Outlook | Buy on dips for long-term AI exposure (enterprise analytics leader); stabilize ~₹850-900 near-term. Secondary entry better than IPO pricing.
▪️Listing Details
1. NSE Open | ₹876 (-2.7%)
2. BSE | Similar flat-to-negative
3. Trading Range | ₹ 870-885 (muted volumes)
4. Market Cap| ~₹ 15,200 Cr (down from pre-listing hopes)
▪️Outlook | Buy on dips for long-term AI exposure (enterprise analytics leader); stabilize ~₹850-900 near-term. Secondary entry better than IPO pricing.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
"Financial Morning Thought to Start the Fresh New Trading Day"
"Financial Morning Thought to Start the Fresh New Trading Day"