@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Asian Paints Ltd.
๐๐ฟ Morgan Stanley stays cautious on Asian Paints, maintains Underweight with target price at โน 2,126.
๐๐ฟ Macquarie maintains 'Outperform' ratings on Asian Paints with a target price of โน 3,100.
๐๐ฟ Morgan Stanley maintains 'Underweight' ratings on Asian Paints with a target price of โน 2,126.
Brokerages Views on Various Sectors & Stocks | Asian Paints Ltd.
๐๐ฟ Morgan Stanley stays cautious on Asian Paints, maintains Underweight with target price at โน 2,126.
๐๐ฟ Macquarie maintains 'Outperform' ratings on Asian Paints with a target price of โน 3,100.
๐๐ฟ Morgan Stanley maintains 'Underweight' ratings on Asian Paints with a target price of โน 2,126.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Power Grid Corp Ltd.
๐๐ฟ Elara Capital remains bullish on Power Grid Corp, maintains Buy with target price at โน 360
๐๐ฟ JPMorgan maintains 'Overweight' ratings on Power Grid with a target price of โน 319.
Brokerages Views on Various Sectors & Stocks | Power Grid Corp Ltd.
๐๐ฟ Elara Capital remains bullish on Power Grid Corp, maintains Buy with target price at โน 360
๐๐ฟ JPMorgan maintains 'Overweight' ratings on Power Grid with a target price of โน 319.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ITC Corp Ltd.
๐๐ฟ Goldman Sachs maintains Neutral rating on ITC with a target price of โน 330.
๐๐ฟ UBS maintains 'Buy' ratings on ITC with a target price of โน 395.
๐๐ฟ Goldman Sachs maintains 'Neutral' ratings on ITC, cuts target price to โน 330.
Brokerages Views on Various Sectors & Stocks | ITC Corp Ltd.
๐๐ฟ Goldman Sachs maintains Neutral rating on ITC with a target price of โน 330.
๐๐ฟ UBS maintains 'Buy' ratings on ITC with a target price of โน 395.
๐๐ฟ Goldman Sachs maintains 'Neutral' ratings on ITC, cuts target price to โน 330.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Bajaj Finance Ltd.
๐๐ฟ MOSL stays neutral on Bajaj Finance, maintains Neutral with target price at โน 900.
Brokerages Views on Various Sectors & Stocks | Bajaj Finance Ltd.
๐๐ฟ MOSL stays neutral on Bajaj Finance, maintains Neutral with target price at โน 900.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Defence Stocks
๐๐ฟ Nuvama on Defence Sector: Remain structurally positive; BEL top pick
Brokerages Views on Various Sectors & Stocks | Defence Stocks
๐๐ฟ Nuvama on Defence Sector: Remain structurally positive; BEL top pick
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Chemical Sector
๐๐ฟ Jefferies on Chemical Sector | India's dependence on the Middle East for key feedstocks is disrupting supply chains.
๐๐ฟ Jefferies on Chemicals | Indiaโs dependence on the West Asia is disrupting supply chains, fertilisers are most impacted, followed by plastics & paints. Adhesives, Explosives & consumer durables are also affected. March quarter may see inventory gains, from April, Margin may fall if disruptions continue.
Brokerages Views on Various Sectors & Stocks | Chemical Sector
๐๐ฟ Jefferies on Chemical Sector | India's dependence on the Middle East for key feedstocks is disrupting supply chains.
๐๐ฟ Jefferies on Chemicals | Indiaโs dependence on the West Asia is disrupting supply chains, fertilisers are most impacted, followed by plastics & paints. Adhesives, Explosives & consumer durables are also affected. March quarter may see inventory gains, from April, Margin may fall if disruptions continue.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Banking Sector
๐๐ฟ Nomura on Banks | Upgrade Kotak Mahindra Bank to buy, target price at โน 445 per/share, system credit growth has risen from 10% to 14.9% YoY since Mid-2025. The credit-deposit ratio has increased to 82% vs 75% average, liquidity buffers & LCRs are declining across banks. Top picks are Kotak Mahindra Bank, Axis Bank, ICICI Bank.
Brokerages Views on Various Sectors & Stocks | Banking Sector
๐๐ฟ Nomura on Banks | Upgrade Kotak Mahindra Bank to buy, target price at โน 445 per/share, system credit growth has risen from 10% to 14.9% YoY since Mid-2025. The credit-deposit ratio has increased to 82% vs 75% average, liquidity buffers & LCRs are declining across banks. Top picks are Kotak Mahindra Bank, Axis Bank, ICICI Bank.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Paints Sector
๐๐ฟ Morgan Stanley on Paint Sector | Demand trends remain weak across markets, with retail being slow.
Brokerages Views on Various Sectors & Stocks | Paints Sector
๐๐ฟ Morgan Stanley on Paint Sector | Demand trends remain weak across markets, with retail being slow.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Apollo Hospitals Ltd.
๐๐ฟ Citi maintains 'Buy' ratings on Apollo Hospitals with a target price of โน 9,600.
Brokerages Views on Various Sectors & Stocks | Apollo Hospitals Ltd.
๐๐ฟ Citi maintains 'Buy' ratings on Apollo Hospitals with a target price of โน 9,600.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Eternal (Zomato) Ltd.
๐๐ฟ Kotak Securities maintains 'Buy' ratings on Eternal with a target price of โน 375.
Brokerages Views on Various Sectors & Stocks | Eternal (Zomato) Ltd.
๐๐ฟ Kotak Securities maintains 'Buy' ratings on Eternal with a target price of โน 375.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IndiGo Ltd.
๐๐ฟ Jefferies maintains 'Buy' ratings on IndiGo with a target price of โน 6,140.
Brokerages Views on Various Sectors & Stocks | IndiGo Ltd.
๐๐ฟ Jefferies maintains 'Buy' ratings on IndiGo with a target price of โน 6,140.
@t.me/MonePlan | First of the Indian IT Previews out for Q4FY26 out
๐๐ฟ JP Morgan Says | For the first time in eight years (since cloud/digital deflation over 2015-18), the focus on revenue guidance will be crucial given the wide-spread pessimism. This will be key step to allay investor fears of AI compression and signal confidence and growth acceleration
๐๐ฟ FY27 guidance expectations
Infosys: 2โ5% growth
HCLT: 3โ6% growth
Wipro: -2% to 0% QoQ
๐๐ฟ 4Q should be a healthy quarter but below earlier expectations for some.
CC QOQ
TCS 0.6%
Infosys -0.7%
HCL -1.6%
Wipro -1.3%
LTM 1.5%
๐๐ฟ Given that visibility on the inflection point to reflation remains distant, we moderate our medium-term growth recovery assumptions
Large caps seen at 3% vs 4% earlier
Midcaps seen at 5% vs 6% earlier
This drives ~25% cuts to target PE multiples.
๐๐ฟ Sharp INR depreciation vs USD helps cushion earnings downgrades.
๐๐ฟ JP Morgan Says | For the first time in eight years (since cloud/digital deflation over 2015-18), the focus on revenue guidance will be crucial given the wide-spread pessimism. This will be key step to allay investor fears of AI compression and signal confidence and growth acceleration
๐๐ฟ FY27 guidance expectations
Infosys: 2โ5% growth
HCLT: 3โ6% growth
Wipro: -2% to 0% QoQ
๐๐ฟ 4Q should be a healthy quarter but below earlier expectations for some.
CC QOQ
TCS 0.6%
Infosys -0.7%
HCL -1.6%
Wipro -1.3%
LTM 1.5%
๐๐ฟ Given that visibility on the inflection point to reflation remains distant, we moderate our medium-term growth recovery assumptions
Large caps seen at 3% vs 4% earlier
Midcaps seen at 5% vs 6% earlier
This drives ~25% cuts to target PE multiples.
๐๐ฟ Sharp INR depreciation vs USD helps cushion earnings downgrades.
@t.me/MonePlan | Goldman Sachs Cuts It's India GDP Forecast ! | Cuts sharpest for India, Thailand & Philippines.
@t.me/MonePlan | Stock in Focus & News | Appointment of external law firms is a โproactiveโ measure taken by the bank. Appointment of law firms is to independently look at aspects mentioned in the resignation letter, sources on HDFC Bank
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
"Financial Morning Thought to Start the Fresh New Trading Day"
"Financial Morning Thought to Start the Fresh New Trading Day"
S๐บ๐ฎ๐ฟ๐ ๐๐ป๐๐ฒ๐๐๐ถ๐ป๐ด ๐ฆ๐๐ฎ๐ฟ๐๐ ๐ก๐ผ๐ โ ๐ข๐ฝ๐ฒ๐ป ๐ฌ๐ผ๐๐ฟ ๐ง๐ฟ๐ฎ๐ฑ๐ถ๐ป๐ด ๐/๐ฐ ๐ง๐ผ๐ฑ๐ฎ๐!
Dear All | Stock markets are moving up & showing signs of recoveryโthis is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Donโt miss this opportunity to position yourself ahead of the uptrend. Letโs get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
๐ฅ๐ฎ๐ท๐ฒ๐๐ต ๐ก๐ฎ๐ถ๐ฟ @ ๐ ๐ผ๐ป๐ฒ๐ฃ๐น๐ฎ๐ป ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐
๐ ๐ผ๐ฏ. ๐ณ๐ฑ๐ฌ๐ฒ๐ฎ๐ฒ๐ฑ๐ฏ๐ฒ๐ฑ | ๐๐ ๐ฎ๐ถ๐น ๐ฟ๐ฎ๐ท๐ฒ๐๐ต๐ป๐ฎ๐ถ๐ฟ๐ณ๐ฎ@๐ด๐บ๐ฎ๐ถ๐น.๐ฐ๐ผm
Dear All | Stock markets are moving up & showing signs of recoveryโthis is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Donโt miss this opportunity to position yourself ahead of the uptrend. Letโs get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
๐ฅ๐ฎ๐ท๐ฒ๐๐ต ๐ก๐ฎ๐ถ๐ฟ @ ๐ ๐ผ๐ป๐ฒ๐ฃ๐น๐ฎ๐ป ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐
๐ ๐ผ๐ฏ. ๐ณ๐ฑ๐ฌ๐ฒ๐ฎ๐ฒ๐ฑ๐ฏ๐ฒ๐ฑ | ๐๐ ๐ฎ๐ถ๐น ๐ฟ๐ฎ๐ท๐ฒ๐๐ต๐ป๐ฎ๐ถ๐ฟ๐ณ๐ฎ@๐ด๐บ๐ฎ๐ถ๐น.๐ฐ๐ผm
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
GIFT Nifty Morning Opening Updates | GIFT Nifty trading at a premium of over 200 points from Nifty Futures Tuesday close, indicates a gap-up start for the Indian market.
GIFT Nifty Morning Opening Updates | GIFT Nifty trading at a premium of over 200 points from Nifty Futures Tuesday close, indicates a gap-up start for the Indian market.