@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
🟢 HPCL | Rajasthan Refinery Project cost raised to ₹ 79,459 Cr, Addl investment at ₹ 8,962 Cr
🟢 Quess Corp | Gets I-T refund of ₹ 64 Cr
🔴 Poonawalla | Likely to launch QIP to raise up to ₹ 5,000 cr, issue price at a slight discount to CMP
🔴 Signature Global | Q4 pre-sales down 24%, collections slips 26% QoQ
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
🟢 HPCL | Rajasthan Refinery Project cost raised to ₹ 79,459 Cr, Addl investment at ₹ 8,962 Cr
🟢 Quess Corp | Gets I-T refund of ₹ 64 Cr
🔴 Poonawalla | Likely to launch QIP to raise up to ₹ 5,000 cr, issue price at a slight discount to CMP
🔴 Signature Global | Q4 pre-sales down 24%, collections slips 26% QoQ
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
Morning News & Cues to Track before Market Opening Today
👉 Trump threatens 50% tariffs on countries ‘supplying military weapons to Iran’
👉 US mulls lifting Venezuela Central Bank sanctions to unlock oil
👉 Anthropic loses US appeals court bid to temporarily block pentagon blacklisting
👉 Oil resumes gains after Iran accuses US of breaching ceasefire deal, now above $96/bbl
👉 Asian markets lower in early trade, all major indices in the red
Morning News & Cues to Track before Market Opening Today
👉 Trump threatens 50% tariffs on countries ‘supplying military weapons to Iran’
👉 US mulls lifting Venezuela Central Bank sanctions to unlock oil
👉 Anthropic loses US appeals court bid to temporarily block pentagon blacklisting
👉 Oil resumes gains after Iran accuses US of breaching ceasefire deal, now above $96/bbl
👉 Asian markets lower in early trade, all major indices in the red
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Steel Sector
👉🏿 HSBC on Steel | HRC prices rose through March & April, further hikes look limited. Prices likely to stay stable, no major downside expected
Brokerages Views on Various Sectors & Stocks | Steel Sector
👉🏿 HSBC on Steel | HRC prices rose through March & April, further hikes look limited. Prices likely to stay stable, no major downside expected
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Power Equipment
👉🏿 JPMorgan on Power Equipment | HV equipment makers are in a strong upcycle, driven by growth in renewables & grid expansion. Outlook remains strong for 3-4 yrs, India plans 470 GW solar & wind additions
1. Initiate overweight call on Hitachi Energy, target price at ₹ 29,000 per/share
2. Initiate overweight call on GE Vernova T&D, target price at ₹ 4,300 per/share
3. Initiate neutral call on Siemens Energy, target price at ₹ 2,600 per/share
👉🏿 Jefferies on India Energy | The ceasefire raises hopes of Hormuz reopening, though freight may stay elevated for some time.
Brokerages Views on Various Sectors & Stocks | Power Equipment
👉🏿 JPMorgan on Power Equipment | HV equipment makers are in a strong upcycle, driven by growth in renewables & grid expansion. Outlook remains strong for 3-4 yrs, India plans 470 GW solar & wind additions
1. Initiate overweight call on Hitachi Energy, target price at ₹ 29,000 per/share
2. Initiate overweight call on GE Vernova T&D, target price at ₹ 4,300 per/share
3. Initiate neutral call on Siemens Energy, target price at ₹ 2,600 per/share
👉🏿 Jefferies on India Energy | The ceasefire raises hopes of Hormuz reopening, though freight may stay elevated for some time.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Auto's
👉🏿 JPMorgan on Auto's | Disruption risks are easing, but commodity inflation remains a concern. Commodity inflation likely to impact #Q1FY27 & beyond, Cutting #FY27 EPS by 2–16%, with smaller cuts in FY28. Nifty Auto has declined 9% since the beginning of the West Asia conflict.
1. Prefer Maruti Suzuki, M&M, Hero Moto & TVS (Upgrade to overweight from neutral)
2. Downgrade ApolloTyres from overweight to neutral, target price cut to ₹445 per/share from ₹ 570 per/share
3. Upgrade Escorts from underweight to neutral, target price at ₹ 3,175 per/share
Brokerages Views on Various Sectors & Stocks | Auto's
👉🏿 JPMorgan on Auto's | Disruption risks are easing, but commodity inflation remains a concern. Commodity inflation likely to impact #Q1FY27 & beyond, Cutting #FY27 EPS by 2–16%, with smaller cuts in FY28. Nifty Auto has declined 9% since the beginning of the West Asia conflict.
1. Prefer Maruti Suzuki, M&M, Hero Moto & TVS (Upgrade to overweight from neutral)
2. Downgrade ApolloTyres from overweight to neutral, target price cut to ₹445 per/share from ₹ 570 per/share
3. Upgrade Escorts from underweight to neutral, target price at ₹ 3,175 per/share
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Max Healthcare Ltd.
👉🏿 Goldman Sachs maintains 'Buy' rating on Max Health with a target price of ₹ 1,300.
Brokerages Views on Various Sectors & Stocks | Max Healthcare Ltd.
👉🏿 Goldman Sachs maintains 'Buy' rating on Max Health with a target price of ₹ 1,300.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Insurance &AMC's
👉🏿 HSBC on Insurance &AMC's | Maintains 'Buy' rating on SBI Life, HDFC Life, ICICI Pru, ICICI Lombard, PB Fintech.
👉🏿 Dual impact due to weak equity markets for asset management companies.
Brokerages Views on Various Sectors & Stocks | Insurance &AMC's
👉🏿 HSBC on Insurance &AMC's | Maintains 'Buy' rating on SBI Life, HDFC Life, ICICI Pru, ICICI Lombard, PB Fintech.
👉🏿 Dual impact due to weak equity markets for asset management companies.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Cement Sector
👉🏿 BofA on Cement | Maintain 'Buy' rating on Ambuja, Ultra Tech, Dalmia Bharat.
Brokerages Views on Various Sectors & Stocks | Cement Sector
👉🏿 BofA on Cement | Maintain 'Buy' rating on Ambuja, Ultra Tech, Dalmia Bharat.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Oil & Gas
👉🏿 Citi on Oil & Gas | Three stocks that screen as beneficiaries in a “worst is over” scenario are BPCL, GAIL & IGL.
Brokerages Views on Various Sectors & Stocks | Oil & Gas
👉🏿 Citi on Oil & Gas | Three stocks that screen as beneficiaries in a “worst is over” scenario are BPCL, GAIL & IGL.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Strategy
👉🏿 Morgan Stanley India's Strategy | Trailing performance, valuations, positioning & earnings all support a major recovery in Indian stocks over the coming months.
Brokerages Views on Various Sectors & Stocks | India Strategy
👉🏿 Morgan Stanley India's Strategy | Trailing performance, valuations, positioning & earnings all support a major recovery in Indian stocks over the coming months.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Wealth Managers
👉🏿 Bernstein on Wealth Managers | Maintain 'Outperform' rating on Nuvama Wealth, 'Market-perform' on Anand Rathi.
Brokerages Views on Various Sectors & Stocks | Wealth Managers
👉🏿 Bernstein on Wealth Managers | Maintain 'Outperform' rating on Nuvama Wealth, 'Market-perform' on Anand Rathi.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ICICI PRU AMC
👉🏿 CLSA initiates 'Outperform' rating on ICICI PRU AMC with a target price of Rs 3,500.
Brokerages Views on Various Sectors & Stocks | ICICI PRU AMC
👉🏿 CLSA initiates 'Outperform' rating on ICICI PRU AMC with a target price of Rs 3,500.