@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
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Energy Sector
👉🏿 Morgan Stanley on India Energy | Earnings recovery likely from second half of FY26.
👉🏿 Jefferies on India Power March Demand.
Brokerages Views on Various Sectors & Stocks | India Energy Sector
👉🏿 Morgan Stanley on India Energy | Earnings recovery likely from second half of FY26.
👉🏿 Jefferies on India Power March Demand.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India BFSI Sector
👉🏿 Morgan Stanley on India BFSI Sector | FY27 earnings momentum clouded by geopolitical risks.
Brokerages Views on Various Sectors & Stocks | India BFSI Sector
👉🏿 Morgan Stanley on India BFSI Sector | FY27 earnings momentum clouded by geopolitical risks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Consumer Durables
👉🏿 Macquarie on India Consumer Durables | Polycab remains top pick; Crompton, Havells, Polycab rated Outperform.
Brokerages Views on Various Sectors & Stocks | India Consumer Durables
👉🏿 Macquarie on India Consumer Durables | Polycab remains top pick; Crompton, Havells, Polycab rated Outperform.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ujjivan SFB
👉🏿 Axis Capital maintains 'Buy' rating on Ujjivan SFB, increases target price to ₹ 77.
Brokerages Views on Various Sectors & Stocks | Ujjivan SFB
👉🏿 Axis Capital maintains 'Buy' rating on Ujjivan SFB, increases target price to ₹ 77.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | DIXON Ltd.
👉🏿 HSBC maintains 'Hold' rating on Dixon with a target price of ₹ 11,500.
Brokerages Views on Various Sectors & Stocks | DIXON Ltd.
👉🏿 HSBC maintains 'Hold' rating on Dixon with a target price of ₹ 11,500.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Consumer Durables Sector
👉🏿 HSBC on Consumer Durables | Maintains 'Buy' rating on LG Electronics, Havells, Crompton, Voltas.
Brokerages Views on Various Sectors & Stocks | Consumer Durables Sector
👉🏿 HSBC on Consumer Durables | Maintains 'Buy' rating on LG Electronics, Havells, Crompton, Voltas.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Industrials Sector
👉🏿 HSBC on India Industrials | Maintains 'Hold' rating on L&T, ABB, Siemens.
Brokerages Views on Various Sectors & Stocks | India Industrials Sector
👉🏿 HSBC on India Industrials | Maintains 'Hold' rating on L&T, ABB, Siemens.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Eternal Ltd.
👉🏿 Goldman Sachs maintains 'Buy' rating on Eternal, cuts target price to Rs 350.
Brokerages Views on Various Sectors & Stocks | Eternal Ltd.
👉🏿 Goldman Sachs maintains 'Buy' rating on Eternal, cuts target price to Rs 350.