@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Auto's 🟢 (Positive Outlook)
👉🏿 InCred on Autos | OEM supply chain heads report no major production issues yet. Fuel price rise may hurt CV demand, sector valuations near 10-yr avg. Maintain 'overweight' on autos, top picks | Maruti, Ashok Leyland & Eicher Motors
Brokerages Views on Various Sectors & Stocks | Auto's 🟢 (Positive Outlook)
👉🏿 InCred on Autos | OEM supply chain heads report no major production issues yet. Fuel price rise may hurt CV demand, sector valuations near 10-yr avg. Maintain 'overweight' on autos, top picks | Maruti, Ashok Leyland & Eicher Motors
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | L&T Ltd. 🟢 (Positive Outlook)
👉🏿 CLSA's outperform call on L&T | Target price at ₹ 4,842 per/share, Saudi Aramco, Company’s largest client, guided for flat 2026 capex of $50 bn–55 bn. Company expanding into Qatar, West Asia, Australia & Europe, Company’s $80 bn backlog provides strong visibility.
Brokerages Views on Various Sectors & Stocks | L&T Ltd. 🟢 (Positive Outlook)
👉🏿 CLSA's outperform call on L&T | Target price at ₹ 4,842 per/share, Saudi Aramco, Company’s largest client, guided for flat 2026 capex of $50 bn–55 bn. Company expanding into Qatar, West Asia, Australia & Europe, Company’s $80 bn backlog provides strong visibility.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IndiGo Ltd. 🟢 (Positive Outlook)
👉🏿 Citi's buy call on IndiGo | Target price at ₹ 5,100 per/share, flights on Wes tAsia routes cut to 36 daily b/w Mar 16–28, 2026, vs 150-160 earlier. Company introduced a fuel surcharge w.e.f March 14, to offset higher jet fuel prices. Sector-wide surcharge could lift yields by around 8–10%.
Brokerages Views on Various Sectors & Stocks | IndiGo Ltd. 🟢 (Positive Outlook)
👉🏿 Citi's buy call on IndiGo | Target price at ₹ 5,100 per/share, flights on Wes tAsia routes cut to 36 daily b/w Mar 16–28, 2026, vs 150-160 earlier. Company introduced a fuel surcharge w.e.f March 14, to offset higher jet fuel prices. Sector-wide surcharge could lift yields by around 8–10%.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | OMC's 🟢 (Positive Outlook)
👉🏿 HSBC on OMC's | Downgrade OMCs to hold, cut earnings & multiples, ONGC benefits from higher crude prices, but policy risks limit upside; reduce call, target price raised to ₹ 240 per/share. Downgrade to 'hold' & cut target price for IOC, HPCL & BPCL.
👉🏿 Elara Capital on OMC's | OMCs most vulnerable to higher crude prices
👉🏿 Elara Capital on India Fuel Prices | "India tax buffer protects fuel prices up to about $110 crude,"
👉🏿 HSBC on India Oil & Gas | Downgrades IOCL, HPCL & BPCL to Hold, cuts target price.
Brokerages Views on Various Sectors & Stocks | OMC's 🟢 (Positive Outlook)
👉🏿 HSBC on OMC's | Downgrade OMCs to hold, cut earnings & multiples, ONGC benefits from higher crude prices, but policy risks limit upside; reduce call, target price raised to ₹ 240 per/share. Downgrade to 'hold' & cut target price for IOC, HPCL & BPCL.
👉🏿 Elara Capital on OMC's | OMCs most vulnerable to higher crude prices
👉🏿 Elara Capital on India Fuel Prices | "India tax buffer protects fuel prices up to about $110 crude,"
👉🏿 HSBC on India Oil & Gas | Downgrades IOCL, HPCL & BPCL to Hold, cuts target price.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Asia Energy Supply 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on Asia Energy Supply | Asia crude inventories at about 65–70 days
Brokerages Views on Various Sectors & Stocks | Asia Energy Supply 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on Asia Energy Supply | Asia crude inventories at about 65–70 days
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | GAIL Ltd. 🟢 (Positive Outlook)
👉🏿 Elara Capital on GAIL | Gail seen as relatively defensive among gas companies
Brokerages Views on Various Sectors & Stocks | GAIL Ltd. 🟢 (Positive Outlook)
👉🏿 Elara Capital on GAIL | Gail seen as relatively defensive among gas companies
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Reliance Industries Ltd. 🟢 (Positive Outlook)
👉🏿 Elara Capital on Reliance Industries | Reliance Industries GRM rises about $2.5 per barrel for every $10 increase in crude prices
Brokerages Views on Various Sectors & Stocks | Reliance Industries Ltd. 🟢 (Positive Outlook)
👉🏿 Elara Capital on Reliance Industries | Reliance Industries GRM rises about $2.5 per barrel for every $10 increase in crude prices
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Standalone Refiners 🟢 (Positive Outlook)
👉🏿 Elara Capital on Standalone Refiners | Standalone refiners strongest beneficiaries of higher crude prices
Brokerages Views on Various Sectors & Stocks | Standalone Refiners 🟢 (Positive Outlook)
👉🏿 Elara Capital on Standalone Refiners | Standalone refiners strongest beneficiaries of higher crude prices
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Strategy 🟢 (Positive Outlook)
👉🏿 Citi on India Strategy | New NIFTY Dec’26 target at 27k (+17% upside) , vs 28,500 earlier
👉🏿 Removed M&M from top picks
👉🏿 Removed MGL from top mid-cap picks
👉🏿 Citi on India Strategy | Three-month disruption risks 20–30 bps downside to GDP
Brokerages Views on Various Sectors & Stocks | India Strategy 🟢 (Positive Outlook)
👉🏿 Citi on India Strategy | New NIFTY Dec’26 target at 27k (+17% upside) , vs 28,500 earlier
👉🏿 Removed M&M from top picks
👉🏿 Removed MGL from top mid-cap picks
👉🏿 Citi on India Strategy | Three-month disruption risks 20–30 bps downside to GDP
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Indian Oil & Gas 🟢 (Positive Outlook)
👉🏿 Elara Capital on Indian Oil & Gas | Crude shock driving sharp earnings divergence across oil sector.
Brokerages Views on Various Sectors & Stocks | Indian Oil & Gas 🟢 (Positive Outlook)
👉🏿 Elara Capital on Indian Oil & Gas | Crude shock driving sharp earnings divergence across oil sector.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ACME Ltd. 🟢 (Positive Outlook)
👉🏿 MOSL remains bullish on ACME Solar, maintains Buy with target price at ₹ 341Cr.
Brokerages Views on Various Sectors & Stocks | ACME Ltd. 🟢 (Positive Outlook)
👉🏿 MOSL remains bullish on ACME Solar, maintains Buy with target price at ₹ 341Cr.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Dabur Ltd. 🟢 (Positive Outlook)
👉🏿 MOSL on Dabur India | Maintain Neutral with target price of Rs 515.
Brokerages Views on Various Sectors & Stocks | Dabur Ltd. 🟢 (Positive Outlook)
👉🏿 MOSL on Dabur India | Maintain Neutral with target price of Rs 515.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Nephrocare Health 🟢 (Positive Outlook)
👉🏿 Incred initiates 'Add' ratings on Nephrocare Health with a target price of Rs 613.
Brokerages Views on Various Sectors & Stocks | Nephrocare Health 🟢 (Positive Outlook)
👉🏿 Incred initiates 'Add' ratings on Nephrocare Health with a target price of Rs 613.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ICICI Bank Ltd. 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on ICICI Bank with a target price of Rs 1,685.
Brokerages Views on Various Sectors & Stocks | ICICI Bank Ltd. 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on ICICI Bank with a target price of Rs 1,685.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Smartphones 🟢 (Positive Outlook)
👉🏿 CLSA on Smartphones | Indian smartphone volumes remain under pressure, down 25% YoY/QoQ in January.
Brokerages Views on Various Sectors & Stocks | Smartphones 🟢 (Positive Outlook)
👉🏿 CLSA on Smartphones | Indian smartphone volumes remain under pressure, down 25% YoY/QoQ in January.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Banks 🟢 (Positive Outlook)
👉🏿 Jefferies on Banks | Indian banks' ROE has risen & growth has slowed, but is still above peers.
Brokerages Views on Various Sectors & Stocks | Banks 🟢 (Positive Outlook)
👉🏿 Jefferies on Banks | Indian banks' ROE has risen & growth has slowed, but is still above peers.