@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Global & Asian Markets Updates | Cues for Today Morning
◖Nifty gains ~150 pts for a second straight session, closing above 23,500. 📈
◖Get ready for today's trading session with the latest Global & Indian markets news wrap! Stay informed & stay ahead! 🌍📊
Global & Asian Markets Updates | Cues for Today Morning
◖Nifty gains ~150 pts for a second straight session, closing above 23,500. 📈
◖Get ready for today's trading session with the latest Global & Indian markets news wrap! Stay informed & stay ahead! 🌍📊
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Indian Hotels Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on Indian Hotels | Target price cut to ₹ 800 per/share, Iran War impact on Q4FY26 expected to be limited. Outlook remains positive for the luxury segment & Corporate Travel in the medium term.
Brokerages Views on Various Sectors & Stocks | Indian Hotels Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on Indian Hotels | Target price cut to ₹ 800 per/share, Iran War impact on Q4FY26 expected to be limited. Outlook remains positive for the luxury segment & Corporate Travel in the medium term.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | PG Electroplast Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama on PG Electroplast | Buy call, target price cut to ₹ 780 per/share from ₹ 800/share. LPG disruption supply at Supa facility to severely impact Q4 performance. Capex plans & new product pipelines remain largely on track.
Brokerages Views on Various Sectors & Stocks | PG Electroplast Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama on PG Electroplast | Buy call, target price cut to ₹ 780 per/share from ₹ 800/share. LPG disruption supply at Supa facility to severely impact Q4 performance. Capex plans & new product pipelines remain largely on track.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IT Services 🟢 (Positive Outlook)
👉🏿 CLSA on IT Services | No AI-led pricing pressure seen in renewals. Direct West Asia exposure low, macro impact uncertain. High Conviction call on Persistent, Coforge, Hold Cal on HCL Tech, Wipro.
Brokerages Views on Various Sectors & Stocks | IT Services 🟢 (Positive Outlook)
👉🏿 CLSA on IT Services | No AI-led pricing pressure seen in renewals. Direct West Asia exposure low, macro impact uncertain. High Conviction call on Persistent, Coforge, Hold Cal on HCL Tech, Wipro.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Tech Mahindra Ltd. 🟢 (Positive Outlook)
👉🏿 Citi's sell call on Tech Mahindra | Target price at ₹ 1,260 per/share, macro & AI trends remain key risks. Valuation at 18x FY27E, above peers, sustained outperformance hinges on growth delivery.
Brokerages Views on Various Sectors & Stocks | Tech Mahindra Ltd. 🟢 (Positive Outlook)
👉🏿 Citi's sell call on Tech Mahindra | Target price at ₹ 1,260 per/share, macro & AI trends remain key risks. Valuation at 18x FY27E, above peers, sustained outperformance hinges on growth delivery.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | M&M Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on M&M | Target price at ₹ 4,662 per/share, Management sees continued strength across segments. No clear historical correlation with El Niño, though monsoon remains a key variable. #EV biz is EBITDA +ve, with margin expected to improve further due to PLI benefits.
Brokerages Views on Various Sectors & Stocks | M&M Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on M&M | Target price at ₹ 4,662 per/share, Management sees continued strength across segments. No clear historical correlation with El Niño, though monsoon remains a key variable. #EV biz is EBITDA +ve, with margin expected to improve further due to PLI benefits.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Max Health Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on Max Health with a target price of Rs 1,320.
Brokerages Views on Various Sectors & Stocks | Max Health Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on Max Health with a target price of Rs 1,320.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | L&T Ltd. 🟢 (Positive Outlook)
👉🏿 Goldman Sachs maintains 'Buy' ratings on L&T, cuts target price to Rs 4,420.
Brokerages Views on Various Sectors & Stocks | L&T Ltd. 🟢 (Positive Outlook)
👉🏿 Goldman Sachs maintains 'Buy' ratings on L&T, cuts target price to Rs 4,420.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | HBD Financial Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on HDB Financial, cuts target price to Rs 900.
Brokerages Views on Various Sectors & Stocks | HBD Financial Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on HDB Financial, cuts target price to Rs 900.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Oil & Gas Sector 🟢 (Positive Outlook)
👉🏿 JPMorgan on Oil & Gas | OMC stocks are likely to rebound on the announcement of a ceasefire.
Brokerages Views on Various Sectors & Stocks | Oil & Gas Sector 🟢 (Positive Outlook)
👉🏿 JPMorgan on Oil & Gas | OMC stocks are likely to rebound on the announcement of a ceasefire.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Chemical Sector 🟢 (Positive Outlook)
👉🏿 Jefferies on Chemical | India’s dependence on the ME for key feedstocks has disrupted supply chains.
Brokerages Views on Various Sectors & Stocks | Chemical Sector 🟢 (Positive Outlook)
👉🏿 Jefferies on Chemical | India’s dependence on the ME for key feedstocks has disrupted supply chains.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ASK Automotive Ltd. 🟢 (Positive Outlook)
👉🏿 HDFC Securities initiates coverage on ASK Automotive with Add, target price at ₹ 480.
Brokerages Views on Various Sectors & Stocks | ASK Automotive Ltd. 🟢 (Positive Outlook)
👉🏿 HDFC Securities initiates coverage on ASK Automotive with Add, target price at ₹ 480.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | BEL Ltd. 🟢 (Positive Outlook)
👉🏿 Goldman Sachs stays bullish on Bharat Electronics, maintains Buy
Brokerages Views on Various Sectors & Stocks | BEL Ltd. 🟢 (Positive Outlook)
👉🏿 Goldman Sachs stays bullish on Bharat Electronics, maintains Buy
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Reliance Industries Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley remains bullish on Reliance Industries, maintains Overweight with target price at ₹ 1,803.
Brokerages Views on Various Sectors & Stocks | Reliance Industries Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley remains bullish on Reliance Industries, maintains Overweight with target price at ₹ 1,803.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | PVR INOX Ltd. 🟢 (Positive Outlook)
👉🏿 Elara Capital stays bullish on PVR INOX, maintains Buy with target price at ₹ 1,300.
Brokerages Views on Various Sectors & Stocks | PVR INOX Ltd. 🟢 (Positive Outlook)
👉🏿 Elara Capital stays bullish on PVR INOX, maintains Buy with target price at ₹ 1,300.
@t.me/MonePlan | Stock in Focus | Godrej Properties Ltd. acquires 20-acre land parcel near Whitefield, Bengaluru, with an estimate revenue potential of ₹ 1,350 Cr
◖Godrej Properties Limited (GPL), a prominent real estate developer in India, has announced the acquisition of a 20-acre land parcel in East Bengaluru.
◖Company plans to develop a premium residential project on this site, which is expected to generate an estimated revenue of approximately ₹ 1,350 crore, thereby enhancing its presence in one of the city’s most active residential micro-markets.
◖The newly acquired land is strategically located near NH-648 Main Road, within the Whitefield growth corridor. This area is a well-established residential & commercial zone, known for its proximity to technology firms and service-led employment opportunities.
◖Location offers convenient access to Whitefield–ITPL region and the NH-648 corridor, ensuring seamless connectivity across East & South Bengaluru.
◖Godrej Properties Limited (GPL), a prominent real estate developer in India, has announced the acquisition of a 20-acre land parcel in East Bengaluru.
◖Company plans to develop a premium residential project on this site, which is expected to generate an estimated revenue of approximately ₹ 1,350 crore, thereby enhancing its presence in one of the city’s most active residential micro-markets.
◖The newly acquired land is strategically located near NH-648 Main Road, within the Whitefield growth corridor. This area is a well-established residential & commercial zone, known for its proximity to technology firms and service-led employment opportunities.
◖Location offers convenient access to Whitefield–ITPL region and the NH-648 corridor, ensuring seamless connectivity across East & South Bengaluru.
@t.me/MonePlan | Bulk Deal Alert | SBI MF Buys 4% Equity in Urban Company for ₹ 632 Cr
@t.me/MonePlan | Stock in Focus | Varun Beverages arm to acquire 100% stake in South Africa’s Crickley Dairy for ₹ 131 crore
◖This strategic move marks Varun Beverages’ expansion into value-added dairy & juice-based beverages in South Africa, following prior acquisitions of Twizza & The Beverage Company.
◖The deal aims to diversify Varun’s product portfolio & strengthen its regional presence.
◖Crickley Dairy is a South African dairy company based in Queenstown, Eastern Cape, founded in 1984 by Ken Clark.
◖It operates a high-tech manufacturing facility spanning 8,000 square meters & produces a wide range of farm-fresh dairy products, including milk, cream, cheese, yoghurt, amasi & dairy-based juices.
◖The company sources its raw materials from local farmers in the pollution-free fields of the Eastern Cape, emphasizing sustainability, ethical practices & quality.
◖Crickley Dairy is certified Halaal by SANHA & uses advanced technology like Backtofugation to extend milk shelf life by up to 14 days.
◖This strategic move marks Varun Beverages’ expansion into value-added dairy & juice-based beverages in South Africa, following prior acquisitions of Twizza & The Beverage Company.
◖The deal aims to diversify Varun’s product portfolio & strengthen its regional presence.
◖Crickley Dairy is a South African dairy company based in Queenstown, Eastern Cape, founded in 1984 by Ken Clark.
◖It operates a high-tech manufacturing facility spanning 8,000 square meters & produces a wide range of farm-fresh dairy products, including milk, cream, cheese, yoghurt, amasi & dairy-based juices.
◖The company sources its raw materials from local farmers in the pollution-free fields of the Eastern Cape, emphasizing sustainability, ethical practices & quality.
◖Crickley Dairy is certified Halaal by SANHA & uses advanced technology like Backtofugation to extend milk shelf life by up to 14 days.