@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Shriram Finance Ltd.
👉🏿 JPMorgan maintains 'Overweight' rating on Shriram Finance with a target price of ₹ 1,180.
Brokerages Views on Various Sectors & Stocks | Shriram Finance Ltd.
👉🏿 JPMorgan maintains 'Overweight' rating on Shriram Finance with a target price of ₹ 1,180.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Solar Industries Ltd.
👉🏿 Goldman Sachs remains bullish on Solar Industries, maintains Buy with target price at ₹ 18,900.
Brokerages Views on Various Sectors & Stocks | Solar Industries Ltd.
👉🏿 Goldman Sachs remains bullish on Solar Industries, maintains Buy with target price at ₹ 18,900.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Autos & Shared Mobility
👉🏿 Morgan Stanley on India Autos & Shared Mobility | Delhi EV Policy proposes strong incentives for two wheelers three wheelers & small commercial vehicles.
👉🏿 Nomura on Autos CAFE 2027 | Policy direction is clearly pro-EV. Derogation technologies may lower EV mix by 2–4%. Non-compliance credits cost at ₹2,500/g in FY28, rising to ₹4,500/g by FY32. Policy likely to accelerate EV adoption; prefer M&M, Hyundai & Sonacom.
Brokerages Views on Various Sectors & Stocks | India Autos & Shared Mobility
👉🏿 Morgan Stanley on India Autos & Shared Mobility | Delhi EV Policy proposes strong incentives for two wheelers three wheelers & small commercial vehicles.
👉🏿 Nomura on Autos CAFE 2027 | Policy direction is clearly pro-EV. Derogation technologies may lower EV mix by 2–4%. Non-compliance credits cost at ₹2,500/g in FY28, rising to ₹4,500/g by FY32. Policy likely to accelerate EV adoption; prefer M&M, Hyundai & Sonacom.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Finanacials
👉🏿 Morgan Stanley on India Financials| FY27 outlook uncertain due to geopolitical risks.
👉🏿 Morgan Stanley on Financials | Geopolitical risks may disrupt momentum. Maintain positive 12–18 month view, Prefer to avoid mid-sized private banks, PSU banks & expensive stocks.
Brokerages Views on Various Sectors & Stocks | India Finanacials
👉🏿 Morgan Stanley on India Financials| FY27 outlook uncertain due to geopolitical risks.
👉🏿 Morgan Stanley on Financials | Geopolitical risks may disrupt momentum. Maintain positive 12–18 month view, Prefer to avoid mid-sized private banks, PSU banks & expensive stocks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Coal India Ltd.
👉🏿 Citi on Coal India | Neutral call, target price at ₹ 430 per/share. Company will absorb higher costs from the West Asia Crisis. Some units cut e-auction reserve prices while increasing volumes. Discounts to import parity may widen beyond the 30% average
Brokerages Views on Various Sectors & Stocks | Coal India Ltd.
👉🏿 Citi on Coal India | Neutral call, target price at ₹ 430 per/share. Company will absorb higher costs from the West Asia Crisis. Some units cut e-auction reserve prices while increasing volumes. Discounts to import parity may widen beyond the 30% average
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | HFC's
👉🏿 JPMorgan on HFC's | Overweight on PNB Hsg Finance, target price at ₹ 1,000 per/share. Underweight on Bajaj Housing Finance, target price at ₹ 70 per/share. Neutral on LIC Hsg Finance, target price at ₹ 580 per/share. Profitability in prime mortgages is near peak, driving shift to higher-yield segments. Slowdown reflects weak residential sales. Mortgage growth seen at 8–10% over 3–5 years, currently at 9%.
Brokerages Views on Various Sectors & Stocks | HFC's
👉🏿 JPMorgan on HFC's | Overweight on PNB Hsg Finance, target price at ₹ 1,000 per/share. Underweight on Bajaj Housing Finance, target price at ₹ 70 per/share. Neutral on LIC Hsg Finance, target price at ₹ 580 per/share. Profitability in prime mortgages is near peak, driving shift to higher-yield segments. Slowdown reflects weak residential sales. Mortgage growth seen at 8–10% over 3–5 years, currently at 9%.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Clean Max Ltd.
👉🏿 HSBC on Clean Max | Initiate ‘buy’ call, target price at ₹ 1,150 per/share. India’s largest renewable energy provider for C&I users. Growth driven by rising adoption of green energy. Forecast EBITDA CAGR of around 60% over FY26-28.
Brokerages Views on Various Sectors & Stocks | Clean Max Ltd.
👉🏿 HSBC on Clean Max | Initiate ‘buy’ call, target price at ₹ 1,150 per/share. India’s largest renewable energy provider for C&I users. Growth driven by rising adoption of green energy. Forecast EBITDA CAGR of around 60% over FY26-28.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ACME Solar Ltd.
👉🏿 HSBC on ACME Solar | Initiate ‘buy’ call, target price at ₹ 350 per/share. FDRE projects & battery energy storage systems (BESS) expected to improve returns. Forecast EBITDA CAGR of around 72% over FY26-28
Brokerages Views on Various Sectors & Stocks | ACME Solar Ltd.
👉🏿 HSBC on ACME Solar | Initiate ‘buy’ call, target price at ₹ 350 per/share. FDRE projects & battery energy storage systems (BESS) expected to improve returns. Forecast EBITDA CAGR of around 72% over FY26-28
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Oil & Gas Sector
👉🏿 Nomura on Oil & Gas | War risk premium has returned as peace talks stall. A full blockade could cause a 2.3 mpbd supply loss. May also disrupt India’s LPG supplies, despite recent tanker movements through the Hormuz Strait
Brokerages Views on Various Sectors & Stocks | Oil & Gas Sector
👉🏿 Nomura on Oil & Gas | War risk premium has returned as peace talks stall. A full blockade could cause a 2.3 mpbd supply loss. May also disrupt India’s LPG supplies, despite recent tanker movements through the Hormuz Strait
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Renewables Sector
👉🏿 HSBC on India Renewables | Initiate Buy on ACME Solar Holdings with a target price of ₹ 350, Initiate Buy on CleanMax Enviro Energy Solutions with a target price of ₹ 1,150.
Brokerages Views on Various Sectors & Stocks | India Renewables Sector
👉🏿 HSBC on India Renewables | Initiate Buy on ACME Solar Holdings with a target price of ₹ 350, Initiate Buy on CleanMax Enviro Energy Solutions with a target price of ₹ 1,150.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks |Banks
👉🏿 Kotak Securities on Banks.
Brokerages Views on Various Sectors & Stocks |Banks
👉🏿 Kotak Securities on Banks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Adani Ports Ltd.
👉🏿 Macquarie on Adani Ports.
Brokerages Views on Various Sectors & Stocks | Adani Ports Ltd.
👉🏿 Macquarie on Adani Ports.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Sumitomo Chemicals Ltd.
👉🏿 ICICI Securities initiates 'Buy' rating on Sumitomo Chemicals with a target price of ₹ 515.
Brokerages Views on Various Sectors & Stocks | Sumitomo Chemicals Ltd.
👉🏿 ICICI Securities initiates 'Buy' rating on Sumitomo Chemicals with a target price of ₹ 515.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Avenue Supermarts Ltd.
👉🏿 Emkay initiates coverage on Avenue Supermarts with Sell, target price at ₹ 3,700
Brokerages Views on Various Sectors & Stocks | Avenue Supermarts Ltd.
👉🏿 Emkay initiates coverage on Avenue Supermarts with Sell, target price at ₹ 3,700