@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | AXIS Bank 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on Axis Bank with a target price of Rs 1,600.
Brokerages Views on Various Sectors & Stocks | AXIS Bank 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on Axis Bank with a target price of Rs 1,600.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | RBL Bank 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on RBL Bank with a target price of Rs 390.
Brokerages Views on Various Sectors & Stocks | RBL Bank 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on RBL Bank with a target price of Rs 390.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Financials 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on India Financials | Guidance for FY27 (sans risk of extended geopolitical uncertainty) was positive across all.
Brokerages Views on Various Sectors & Stocks | India Financials 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on India Financials | Guidance for FY27 (sans risk of extended geopolitical uncertainty) was positive across all.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Food Delivery 🟢 (Positive Outlook)
👉🏿 Kotak Securities on Food Delivery | More pain for Swiggy than Eternal in a scenario of meaningful supply disruption.
Brokerages Views on Various Sectors & Stocks | Food Delivery 🟢 (Positive Outlook)
👉🏿 Kotak Securities on Food Delivery | More pain for Swiggy than Eternal in a scenario of meaningful supply disruption.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Metal Sector 🟢 (Positive Outlook)
👉🏿 HSBC on Metal Sector | Production process for the large companies remains broadly unimpacted for now.
Brokerages Views on Various Sectors & Stocks | Metal Sector 🟢 (Positive Outlook)
👉🏿 HSBC on Metal Sector | Production process for the large companies remains broadly unimpacted for now.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Finolex Cables Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on Finolex Cables with a target price of Rs 1,025.
Brokerages Views on Various Sectors & Stocks | Finolex Cables Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on Finolex Cables with a target price of Rs 1,025.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Marico Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama maintains 'Buy' ratings on Marico with a target price of Rs 900.
Brokerages Views on Various Sectors & Stocks | Marico Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama maintains 'Buy' ratings on Marico with a target price of Rs 900.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | JSW Infra Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on JSW Infra with a target price of Rs 360.
Brokerages Views on Various Sectors & Stocks | JSW Infra Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on JSW Infra with a target price of Rs 360.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Consumer 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on India Consumer | Higher crude & gas shortages impacting consumer earnings.
Brokerages Views on Various Sectors & Stocks | India Consumer 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on India Consumer | Higher crude & gas shortages impacting consumer earnings.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Retail 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on India Retail | Crude linked raw materials pressuring apparel margins
Brokerages Views on Various Sectors & Stocks | India Retail 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on India Retail | Crude linked raw materials pressuring apparel margins
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Varun Beverages 🟢 (Positive Outlook)
👉🏿 BofA remains bullish on Varun Beverages, maintains Buy with target price at ₹ 550.
Brokerages Views on Various Sectors & Stocks | Varun Beverages 🟢 (Positive Outlook)
👉🏿 BofA remains bullish on Varun Beverages, maintains Buy with target price at ₹ 550.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ola Electric 🟢 (Positive Outlook)
👉🏿 Citi stays bearish on Ola Electric, cuts target price to ₹ 22 from ₹ 27.
Brokerages Views on Various Sectors & Stocks | Ola Electric 🟢 (Positive Outlook)
👉🏿 Citi stays bearish on Ola Electric, cuts target price to ₹ 22 from ₹ 27.
@t.me/MonePlan : Stock in Focus | Kalpataru Projs bags domestic & intl orders worth ₹ 2,471 Crore for underground metro rail projects.
▪️Kalpataru Projects International (KPIL) has secured new orders worth ₹2,471 crore for underground metro rail projects, marking a significant expansion in its urban mobility segment.
▪️The orders include a major contract for the design and construction of an underground metro rail project in India, reinforcing its entry into the tunneling segment using Tunnel Boring Machines (TBM).
▪️This development aligns with KPIL’s strategic foray into sustainable urban infrastructure, particularly electric mobility & metro tunnelling.
▪️Company has also received orders in the Transmission & Distribution (T&D) business across domestic & international markets, further strengthening its diversified portfolio.
▪️These wins contribute to a robust order book, with year-to-date (YTD) order inflows in FY25 reaching ₹ 24,850 Crore, as reported by KPIL’s MD & CEO, Manish Mohnot.
▪️Kalpataru Projects International (KPIL) has secured new orders worth ₹2,471 crore for underground metro rail projects, marking a significant expansion in its urban mobility segment.
▪️The orders include a major contract for the design and construction of an underground metro rail project in India, reinforcing its entry into the tunneling segment using Tunnel Boring Machines (TBM).
▪️This development aligns with KPIL’s strategic foray into sustainable urban infrastructure, particularly electric mobility & metro tunnelling.
▪️Company has also received orders in the Transmission & Distribution (T&D) business across domestic & international markets, further strengthening its diversified portfolio.
▪️These wins contribute to a robust order book, with year-to-date (YTD) order inflows in FY25 reaching ₹ 24,850 Crore, as reported by KPIL’s MD & CEO, Manish Mohnot.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell🔔 Updates 17th March 2026
📢 Market opens higher, Nifty near 23,500, capital market, metal stocks top gainers.
Indian Markets Morning Opening Bell🔔 Updates 17th March 2026
📢 Market opens higher, Nifty near 23,500, capital market, metal stocks top gainers.
@t.me/MonePlan : BNP Cardif is said to near deal for Warburg’s stake in IndiaFirst Life Insurance
🚩 Warburg Pincus holds 26% stake in IndiaFirst Life Insurance
🚩 Alert: Bank Of Baroda (BoB) holds 65% stake in IndiaFirst Life Insurance
🚩 Alert | Union Bank holds 9% stake in IndiaFirst Life Insurance
🚩 Warburg Pincus holds 26% stake in IndiaFirst Life Insurance
🚩 Alert: Bank Of Baroda (BoB) holds 65% stake in IndiaFirst Life Insurance
🚩 Alert | Union Bank holds 9% stake in IndiaFirst Life Insurance
@t.me/MonePlan | Sources on Fino Payments Bank | Arrest of CEO Rishi Gupta under GST act unlikely to impact banking licence, Govt sources say, no reason to believe any systemic issue at the bank.
🚩 Alert: In Dec ‘25 RBI gave Fino Payments Bk in-principle nod for transition to a SFB
🚩 Arrest of Fino Payments Bank CEO, Rishi Gupta under GST Act is unlikely to impact its banking licence, say sources
🚩 Banking sources suggest industry believes that Gupta is innocent. Also Govt sources have told CNBC-TV18 that, there is no reason to believe any systemic issue at the Bank, Media Reports
🚩 Alert: In Dec ‘25 RBI gave Fino Payments Bk in-principle nod for transition to a SFB
🚩 Arrest of Fino Payments Bank CEO, Rishi Gupta under GST Act is unlikely to impact its banking licence, say sources
🚩 Banking sources suggest industry believes that Gupta is innocent. Also Govt sources have told CNBC-TV18 that, there is no reason to believe any systemic issue at the Bank, Media Reports
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
🎙 Management Views & Voices | Anuj Khandelwal, of JK Cement Talks
✔️ Higher raw material costs to impact Company from mid-May to June; as of today, overall fuel & bag cost impact is around ₹ 250 per/ton, says Anuj Khandelwal, of JK Cement.
✔️ Non-trade prices increased around ₹ 10-15 per/bag, while trade prices rose ₹ 5 per/bag in Q4 vs Q3, Q4 demand expected to drive 7-8% growth vs last year, he further adds.
🎙 Management Views & Voices | Anuj Khandelwal, of JK Cement Talks
✔️ Higher raw material costs to impact Company from mid-May to June; as of today, overall fuel & bag cost impact is around ₹ 250 per/ton, says Anuj Khandelwal, of JK Cement.
✔️ Non-trade prices increased around ₹ 10-15 per/bag, while trade prices rose ₹ 5 per/bag in Q4 vs Q3, Q4 demand expected to drive 7-8% growth vs last year, he further adds.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
🎙 Market Experts Views & Voices | Jyoti Gupta, Nirmal Bang Institutional Equities Talks
✔️ Defence sector attractive in the long-term, but valuations are high, cement sector is significantly impacted by pet coke & coal prices. Expecting a 2-3% increase in cement realisations per tonne says Jyoti Gupta, Nirmal Bang Institutional Equities.
🎙 Market Experts Views & Voices | Jyoti Gupta, Nirmal Bang Institutional Equities Talks
✔️ Defence sector attractive in the long-term, but valuations are high, cement sector is significantly impacted by pet coke & coal prices. Expecting a 2-3% increase in cement realisations per tonne says Jyoti Gupta, Nirmal Bang Institutional Equities.
@t.me/MonePlan | Dixon Tech, Kaynes Tech No Longer EMS Darlings?
▪️The recent underperformance of Dixon Technologies & Kaynes Technology has cast a shadow over India's EMS space, raising questions around whether the sector's high-growth phase is behind it.
▪️Both stocks have lagged meaningfully in recent months-down sharply versus the broader market-disrupting what was, until recently, a widely favoured investment theme.
▪️But according to JPMorgan, this divergence is less about structural fatigue & more about a transition underway within the sector.
▪️The brokerage points out that none of the key EMS names have actually outperformed the market recently, reinforcing the perception that momentum has faded.
▪️However, it pushes back on the idea that the growth story is over. Instead, what's unfolding is a gradual pivot-from finished goods (FG) assembly to higher-value component & PCB manufacturing.
▪️This shift, while still in its early stages, is expected to reshape earnings quality & margin profiles across the sector.
▪️Companies such as Amber Enterprises & Cyient DLM have been upgraded, reflecting growing confidence in their positioning within this evolving opportunity.
▪️The past four months have been difficult for EMS stocks, with declines ranging from 8% to as much as 35%.
▪️Much of this weakness has been attributed to disappointment in erstwhile leaders like Dixon and Kaynes, which had previously anchored investor expectations.
Syrma Stays Ahead Of The Pack
1. Within this shifting landscape, Syrma continues to stand out as the preferred play.
2. Its ongoing investments in multi-layer PCB manufacturing, relatively lower dependence on regulatory approvals & exposure across industrial, automotive & consumer segments position it as a more stable bet.
3. JPMorgan's pecking order reflects this tilt: Syrma leads, followed by Dixon, Amber, Kaynes, Cyient DLM & Avalon.
Early Signs of a Reset
1. There are signs that the narrative is beginning to rebalance.
2. Stocks such as Syrma SGS Technology, Amber & Avalon Technologies have started to outperform modestly on a year-to-date basis, suggesting that markets are rewarding companies better aligned with the next phase of growth.
3. JP Morgan also sees evidence of a bottoming-out, noting that none of the stocks are currently underperforming on a YTD basis.
4. Looking ahead, the brokerage expects most EMS companies-excluding Dixon-to deliver over 20% revenue growth through FY26-28.
5. The confidence stems from visible project pipelines, government support for component manufacturing & approvals already secured by several players for expansion into bare PCB & component segments.
That said, valuations remain a sticking point. Even after the correction, multiples for some companies still factor in strong execution, leaving limited room for earnings misses.
▪️The recent underperformance of Dixon Technologies & Kaynes Technology has cast a shadow over India's EMS space, raising questions around whether the sector's high-growth phase is behind it.
▪️Both stocks have lagged meaningfully in recent months-down sharply versus the broader market-disrupting what was, until recently, a widely favoured investment theme.
▪️But according to JPMorgan, this divergence is less about structural fatigue & more about a transition underway within the sector.
▪️The brokerage points out that none of the key EMS names have actually outperformed the market recently, reinforcing the perception that momentum has faded.
▪️However, it pushes back on the idea that the growth story is over. Instead, what's unfolding is a gradual pivot-from finished goods (FG) assembly to higher-value component & PCB manufacturing.
▪️This shift, while still in its early stages, is expected to reshape earnings quality & margin profiles across the sector.
▪️Companies such as Amber Enterprises & Cyient DLM have been upgraded, reflecting growing confidence in their positioning within this evolving opportunity.
▪️The past four months have been difficult for EMS stocks, with declines ranging from 8% to as much as 35%.
▪️Much of this weakness has been attributed to disappointment in erstwhile leaders like Dixon and Kaynes, which had previously anchored investor expectations.
Syrma Stays Ahead Of The Pack
1. Within this shifting landscape, Syrma continues to stand out as the preferred play.
2. Its ongoing investments in multi-layer PCB manufacturing, relatively lower dependence on regulatory approvals & exposure across industrial, automotive & consumer segments position it as a more stable bet.
3. JPMorgan's pecking order reflects this tilt: Syrma leads, followed by Dixon, Amber, Kaynes, Cyient DLM & Avalon.
Early Signs of a Reset
1. There are signs that the narrative is beginning to rebalance.
2. Stocks such as Syrma SGS Technology, Amber & Avalon Technologies have started to outperform modestly on a year-to-date basis, suggesting that markets are rewarding companies better aligned with the next phase of growth.
3. JP Morgan also sees evidence of a bottoming-out, noting that none of the stocks are currently underperforming on a YTD basis.
4. Looking ahead, the brokerage expects most EMS companies-excluding Dixon-to deliver over 20% revenue growth through FY26-28.
5. The confidence stems from visible project pipelines, government support for component manufacturing & approvals already secured by several players for expansion into bare PCB & component segments.
That said, valuations remain a sticking point. Even after the correction, multiples for some companies still factor in strong execution, leaving limited room for earnings misses.
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@t.me/MonePlan | PVC stocks are in focus as prices rise sharply
▪️PVC prices have been hiked by Rs 6/kg from March 17, taking the cumulative increase to Rs 30 per/kg this month.
▪️PVC prices have been hiked by Rs 6/kg from March 17, taking the cumulative increase to Rs 30 per/kg this month.
@t.me/MonePlan | Manipal Hospitals IPO Alert | The issue size is expected to be around $1 billion.