Money Plan Investment Talks
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@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! 🌍📊
@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.
@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.
@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.
@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.
@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.
@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.
@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.
@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.
@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.
@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.
@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.
@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
@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.
@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.
@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.
@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.