Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Banks. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ
Macquarie on Banks | PSU banks to be impacted more than private sector banks, as farm loan waivers are back.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Siemens Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ
Citi maintains 'Neutral' ratings on Siemens with a target price of Rs 3,350.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Infosys Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ
Citi maintains 'Neutral' ratings on Infosys with a target price of Rs 1,440.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Godrej Consumer Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ
Goldman Sachs maintains 'Buy' ratings on Godrej Consumer with a target price of Rs 1,425.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Nippon AMC
Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ
MOSL maintains Buy on Nippon AMC, trims target price to β‚Ή 1,040.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Oil & Gas Sector 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Citi on Oil & Gas |
Global Oil & Gas markets face unprecedented volatility amid rapidly evolving geopolitical events.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Beverages Sector 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Citi on India Beverages |
Karnataka budget reforms expect to support faster growth in the beer segment.
πŸ‘‰πŸΏ Karnataka Excise Duty changes – Structural deregulation to drive growth tailwinds.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Lupin Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley stays neutral on Lupin, maintains Equal Weight with target price at β‚Ή 2,386.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Asia Chemicals 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley on Asia Chemicals |
Petronas Chemicals PTTGC Sumitomo Chemicals among top picks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Reliance Industries Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan
Stanley remains bullish on Reliance Industries, maintains Overweight with target price at β‚Ή 1,803.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Torrent Pharma Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Citi on Torrent Pharma |
Maintain Buy with a target price of β‚Ή 5,100, up from β‚Ή 4,380.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IT Services 🟒 (Positive Outlook)
πŸ‘‰πŸΏ HSBC on IT Services |
AI narrative continues to de-rate IT stocks, FY27 guidance from Infosys & HCL Tech is the next key trigger. Companies may shift from β€˜beat-&-raise’ to more realistic or aggressive guidance.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Tata Motors PV Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Morgan Stanley on Tata Motors PV
| Equal-weight call, target price at β‚Ή 360 per/share, Jaguar phase-out, focus on Land Rover Data. Land Rover US February data was weak, EU top five markets recovered.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
Morning News & Cues to Track before Market Opening Today

β–ͺ️How the global market cues are placed this morning as #oil tops $100/bbl on US IranWar, GIFT Nifty tanks nearly 800 points
🚨 US War Secy Hegseth tells CBS News that US strikes on Iran is 'only just the beginning'
πŸ“Š Nikkei & Kospi sink over 7% & 8% each as oil prices surge, West Asia tensions escalate
πŸ›’ WTI Crude Oil extends surge to 25% on risks to West Asia supplies.
@t.me/MonePlan | Block Deal Alert | ANTHEM BIOSCIENCE
β–ͺ️Viridity Tone LLP to sell shares worth upto β‚Ή 1,260 Crores

β–ͺ️Offer floor price at β‚Ή 620 per share YM
β–ͺ️Viridity (True North) #YM to sell upto 3.6% stake at upto 6.5% discount to CMP
β–ͺ️Base offer size is 2.9% equity + 0.7% greenshoe
β–ͺ️Nomura Broker to the deal terms show
β–ͺ️This transaction reflects a major stake reduction by the private equity-backed investor, which had previously been a key shareholder in the company.
β–ͺ️The sale is part of the broader offloading of shares by selling shareholders following the company's IPO in July 2025.
β–ͺ️The block deal, which involves a large volume of shares traded at a single transaction, indicates strong institutional interest & liquidity in the stock since its listing.
β–ͺ️Anthem Biosciences, a contract research, development & manufacturing organization (CRDMO), has seen robust investor demand, with its shares listing at a 27% premium over the IPO price of β‚Ή 570.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | Probal Sen, Energy Analyst, ICICI Securities
Talks
πŸ“’ Cracks on refined products are levels I have not seen in my lifetime, HPCL could see a worst-case loss of Rs 90 per/share if oil hikes aren’t passed on (annualised) | Probal Sen, Energy Analyst, ICICI Securities on OIl Price Surge
@t.me/MonePlan | Tech Mahindra Clarifies On Headcount Reduction Rumors
β–ͺ️Tech Mahindra has categorically denied market rumours of a significant workforce reduction, stating that no proposal to reduce its workforce is under consideration.
β–ͺ️The company issued a formal clarification to stock exchanges on March 9, 2026, affirming compliance with SEBI disclosure norms & emphasizing its commitment to operational stability.
β–ͺ️This statement directly addresses recent speculation circulating via social media & investor inquiries.
β–ͺ️While the company’s headcount has seen a marginal decline to 152,714 (as of October 2025), attributed to attrition and strategic hiring adjustments, CEO Mohit Joshi described the reduction as "marginal" & "not meaningful", stressing continued hiring in growing business areas.
β–ͺ️The company also highlighted strong financial performance, including eight consecutive quarters of margin improvement and a 5% sequential rise in net profit.