@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.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Bosch Ltd.
👉🏿 Motilal Oswal on Bosch: Maintain Neutral with a target price of ₹ 35,323 vs ₹ 31,375 earlier
Brokerages Views on Various Sectors & Stocks | Bosch Ltd.
👉🏿 Motilal Oswal on Bosch: Maintain Neutral with a target price of ₹ 35,323 vs ₹ 31,375 earlier
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Indian Hotels Ltd.
👉🏿 Goldman Sachs on India Hotels: Maintain Buy on IHCL; maintain Neutral on ITC Hotels.
Brokerages Views on Various Sectors & Stocks | Indian Hotels Ltd.
👉🏿 Goldman Sachs on India Hotels: Maintain Buy on IHCL; maintain Neutral on ITC Hotels.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Sterlite Tech Ltd.
👉🏿 Nuvama on Sterlite Tech | Target price of ₹ 280 (earlier ₹ 200)
Brokerages Views on Various Sectors & Stocks | Sterlite Tech Ltd.
👉🏿 Nuvama on Sterlite Tech | Target price of ₹ 280 (earlier ₹ 200)
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Banks
👉🏿 Citi on Banks | With the repo rate left unchanged, Citi believes NIM pressures are largely behind us.
Brokerages Views on Various Sectors & Stocks | Banks
👉🏿 Citi on Banks | With the repo rate left unchanged, Citi believes NIM pressures are largely behind us.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell🔔 Updates 8th April 2026
📢 Market opens largely in the red, Nifty below 23,950.
Indian Markets Morning Opening Bell🔔 Updates 8th April 2026
📢 Market opens largely in the red, Nifty below 23,950.
@t.me/MonePlan | Q4FY26 Q3 Earnings/Results with MonePlan | TCS Ltd.
📊 ₹ Revenue Up 5.4% at ₹ 70,698 Cr Vs ₹ 67,087 Cr (QoQ)
👉 Revenue in Constant Currency terms up 1.2% Q-o-Q
👉 Net Profit Up 28.7% at ₹ 13,718 Cr Vs ₹ 10,657 Cr (QoQ)
👉 EBIT Up 5.8% at ₹ 17,870 Cr Vs ₹ 16,889 Cr (QoQ)
👉 Margin at 25.3% Vs 25.2% (QoQ)
👉 $ Revenue Up 1.5% at $7,621 m Vs $7,509 m (QoQ)
👉 Attrition Rate at 13.7% Vs 13.5% (QoQ)
👉 TCS has also approved a final dividend of ₹s 31 per share.
👉 TCS said it has secured three mega deals during the fourth quarter, with the total contract value (TCV) of $12 billion during the reporting period.
📊 ₹ Revenue Up 5.4% at ₹ 70,698 Cr Vs ₹ 67,087 Cr (QoQ)
👉 Revenue in Constant Currency terms up 1.2% Q-o-Q
👉 Net Profit Up 28.7% at ₹ 13,718 Cr Vs ₹ 10,657 Cr (QoQ)
👉 EBIT Up 5.8% at ₹ 17,870 Cr Vs ₹ 16,889 Cr (QoQ)
👉 Margin at 25.3% Vs 25.2% (QoQ)
👉 $ Revenue Up 1.5% at $7,621 m Vs $7,509 m (QoQ)
👉 Attrition Rate at 13.7% Vs 13.5% (QoQ)
👉 TCS has also approved a final dividend of ₹s 31 per share.
👉 TCS said it has secured three mega deals during the fourth quarter, with the total contract value (TCV) of $12 billion during the reporting period.
@t.me/MonePlan | TCS Management Post Q4 Results | Pleased to report 3rd consecutive quarter of sequential growth, supported by 3 mega deals & $12 bn TCV, underscoring strength of five pillar strategy & AI led positioning across services. Momentum was broad based across major markets & most industries, says K Krithivasan, MD & CEO, TCS
@t.me/MonePlan | Poonawalla Fincorp In Focus: Launches QIP to raise ₹ 2,500 crore.
@t.me/MonePlan | LIC Ltd. | Company's board is scheduled to meet on April 13 to consider a proposal for the issuance of bonus shares to its shareholders.
👉 Life Insurance Corporation of India (LIC) (LIC) shares surged after announcing its board will meet on April 13, 2026, to consider its first-ever bonus share issue.
👉 This proposal aims to reward shareholders, benefiting nearly 21 lakh retail investors if approved.
👉 The consideration comes following strong financial performance and a 17% increase in consolidated net profit reported for the third quarter.
👉 The announcement caused an immediate jump in stock price of up to 8%.
👉 Life Insurance Corporation of India (LIC) (LIC) shares surged after announcing its board will meet on April 13, 2026, to consider its first-ever bonus share issue.
👉 This proposal aims to reward shareholders, benefiting nearly 21 lakh retail investors if approved.
👉 The consideration comes following strong financial performance and a 17% increase in consolidated net profit reported for the third quarter.
👉 The announcement caused an immediate jump in stock price of up to 8%.
@t.me/MonePlan | Redtape | Company acquires international sports brand Sprandi, secures rights for India, Nepal, Bhutan & Sri Lanka markets, plans imminent large-volume launch across online & retail channels, Sprandi holds established presence in China, Russia & Middle East regions.
Acquisition Highlights
1. Strategic Growth | This acquisition allows Redtape to expand into the competitive athleisure & performance footwear segments.
2. Global Presence | Sprandi is already a well-established brand with significant sales volumes in China, Russia, the Middle East & CIS countries.
3. Launch Plan | Company intends to launch the brand in India in the "near term" with large-volume availability across both online platforms & its existing retail network.
4. Market Expansion | By securing rights for India, Nepal, Bhutan, & Sri Lanka, Redtape aims to tap into the rising demand for branded sports & lifestyle footwear in these regional markets.
Acquisition Highlights
1. Strategic Growth | This acquisition allows Redtape to expand into the competitive athleisure & performance footwear segments.
2. Global Presence | Sprandi is already a well-established brand with significant sales volumes in China, Russia, the Middle East & CIS countries.
3. Launch Plan | Company intends to launch the brand in India in the "near term" with large-volume availability across both online platforms & its existing retail network.
4. Market Expansion | By securing rights for India, Nepal, Bhutan, & Sri Lanka, Redtape aims to tap into the rising demand for branded sports & lifestyle footwear in these regional markets.
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This highlights how avoiding markets can be more damaging than volatility, as inflation steadily erodes wealth over time.
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