Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Key Insider Trades Reported @ Exchanges
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
Morning News & Cues to Track before Market Opening Today

πŸ‘‰ White House warns staff on insider trading amid Iran War bets
πŸ‘‰ US GDP growth 0.5% for Q4, below expectations, sharp fall from 4.4% in Q3
πŸ‘‰ Asian markets higher in early trade, all major indices in the range of over 1-2%
πŸ‘‰ Gold, Silver prices steady on fragile #US-Iran ceasefire, firm $ curbs safe-haven demand
πŸ‘‰ Crude oil prices gain for 2nd day but set for worst week since june, remains >$96/bbl
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Page Industries Ltd.

πŸ‘‰πŸΏ Morgan Stanley remains bullish on Page Industries but trims target price to β‚Ή 41,561 on weaker growth outlook.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | TCS Ltd.

πŸ‘‰πŸΏ Morgan Stanley on TCS: Target price cut from β‚Ή 3,540 on lower growth and multiple assumptions.
πŸ‘‰πŸΏ HDFC Securities stays positive on TCS, maintains Add with target price at β‚Ή 3,000.
πŸ‘‰πŸΏ Goldman Sachs remains bullish on TCS, maintains Buy with target price at β‚Ή 2,710.
πŸ‘‰πŸΏ HSBC on TCS | Hold call, target price at β‚Ή 2,755 per/share, reported a decent quarter amid weak IT sector sentiment. Improving demand outlook & exit rate support better FY27 performance.
πŸ‘‰πŸΏ CLSA on TCS | Outperform call, target price at β‚Ή 2,985 per/share. Q4FY26 largely in-line on revenue & EBIT margin. Slightly better order booking QoQ but lower YoY due to renewal seasonality.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | TCS Ltd.

πŸ‘‰πŸΏ Jefferies maintains 'Underperform' rating on TCS, cuts target price to Rs 2,275.
πŸ‘‰πŸΏ Citi maintains 'Sell' rating on TCS with a target price of Rs 2,250.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Eicher Motors Ltd.
πŸ‘‰πŸΏ Nomura on Eicher Motors |
Neutral call, target price at β‚Ή 7,827 per/share, Royal Enfield Electric β€˜Flying Flea C6’ launched. Product needs improvement in battery, charging & comfort for wider adoption.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | JSW Steel Ltd.
πŸ‘‰πŸΏ Morgan
Stanley remains bullish on JSW Steel, maintains Overweight with target price at β‚Ή 1,330.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Metals
πŸ‘‰πŸΏ Macquarie on Metals |
Maintains 'Outperform' rating on JSW Steel, Tata Steel, Jindal Steel.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Metals
πŸ‘‰πŸΏ Morgan
Stanley maintains 'Overweight' rating on Shriram Finance with a target price of Rs 1,325.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Strategy
πŸ‘‰πŸΏ Macquarie India Strategy |
India has underperformed Emerging Markets by 50% since 2025 on persistent foreign selling.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Greed & Fear
πŸ‘‰πŸΏ
Jefferies on Greed & Fear | India status as the reverse AI trade & given that foreigners have already sold a lot of stocks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | TITAN
πŸ‘‰πŸΏ
Morgan Stanley remains bullish on Titan Company, maintains Overweight with target price at β‚Ή 5,102.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Paints
πŸ‘‰πŸΏ JPMorgan
on Paints | Raw material headwinds threaten near-term profitability.