@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Hindalco Ltd. 🟢 (Positive Outlook)
👉🏿 MOSL remains bullish on Hindalco, maintains Buy with target price at ₹ 1,110.
👉🏿 MOSL's buy call on Hindalco | Target price at ₹ 1,110 per/share, Asia demand robust, outpacing 2–4% global CAGR. ME conflict impact mainly via higher coal prices. Plan 100% captive coal by FY33 via 3 mines to around $200/T cost savings. Ramp-up in FRP, battery enclosure, battery foil, AC fin facilities.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Tata Motors PV Ltd. 🟢 (Positive Outlook)
👉🏿 HSBC's call on Tata Motors PV | Hold call, target price cut to ₹ 340 per/share from ₹ 400 per/share. West Asia exposure + raw material inflation hurting JLR outlook. India PV biz supported by Sierra launch & Harrier petrol demand.
👉🏿 HSBC maintains 'Hold' ratings on Tata Motors PV, cuts target price to ₹ 340.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Cement Sector 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on Cement Sector | Factoring energy shortage impact & higher fuel prices. Pet Coke & Coal MTM prices rising (60–75 day inventory lag). If energy costs stay elevated, see risk to infra spending. Neutral Call on Shree Cement, Dalmia Bharat, Ambuja, JSW Cement & Sell Call on ACC.
👉🏿 JP Morgan on Cement Sector | Demand weaker than expected, despite March usually being strong month. Dealer checks show some price hikes, mainly in non-trade segment. Maintain cautious stance, only 'overweight' on UltraTech Cement.
👉🏿 Goldman Sachs on India Cement
Sector | Ultratech remains preferred stock pick.