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доля реакций к просмотрам- 17 авг.UBS ON MAX HEALTHCARE | BUY | TARGET ₹1,300 Q1 Performance - Q1 performance was ahead of estimates. - Growth outlook expected to improve further. - Brownfield capacity additions to drive growth. Capacity Expansion - Brownfield expansion remains a key growth driver. - New capacity should support future volumes. - Phased additions provide long-term growth visibility. Medical College - 150-seat medical college under consideration. - Estimated investment around ₹300 Cr. - Potential returns estimated at 25–30% ROCE. - Medical education adds another growth opportunity.0,83%
- 17 авг.Brokerage Calls IGL - CLSA: OUTPERFORM | TP ₹195 - Nomura: NEUTRAL (DOWNGRADE) | TP ₹155 Hitachi Energy India - Citi: BUY | TP ₹46,700 Kalyan Jewellers - Citi: BUY | TP ₹800 | Unchanged Mahindra & Mahindra - Nomura: BUY | TP ₹4,875 - Citi: BUY | TP ₹4,260 PhysicsWallah - JP Morgan: OVERWEIGHT | TP ₹148 Voltas - Jefferies: BUY | TP ₹1,580 | Prev ₹1,530 - UBS: BUY | TP ₹1,560 - Citi: BUY | TP ₹1,550 - Nomura: NEUTRAL | TP ₹1,357 | Prev ₹1,368 - CLSA: UNDERPERFORM | TP ₹1,160 - Goldman Sachs: SELL | TP ₹1,075 | Prev ₹1,140 Ashok Leyland - UBS: BUY | TP ₹210 | Prev ₹208 - Citi: BUY | TP ₹200 | Prev ₹205 - CLSA: OUTPERFORM | TP ₹196 | Prev ₹183 - Nomura: NEUTRAL | TP ₹194 - Kotak: ADD | TP ₹180 | Prev ₹170 - Goldman Sachs: NEUTRAL | TP ₹175 | Prev ₹162 - Jefferies: HOLD | TP ₹160 Aegis Vopak Terminals - Jefferies: HOLD (DOWNGRADE) | TP ₹280 | Prev ₹240 Titagarh Rail Systems - Jefferies: BUY | TP ₹990 Aditya Birla Real Estate - Jefferies: BUY | TP ₹1,880 Info Edge India - Macquarie: NEUTRAL | TP ₹1,260 NMDC - Goldman Sachs: SELL | TP ₹84 - Citi: SELL | TP ₹80 | Prev ₹85 PTC Industries - Goldman Sachs: BUY | TP ₹25,770 JSW Cement - Citi: BUY | TP ₹160 | Prev ₹165 - Jefferies: BUY | TP ₹150 Endurance Technologies - Citi: BUY | TP ₹3,350 | Prev ₹3,000 Bharat Dynamics - Goldman Sachs: SELL | TP ₹1,150 Alkem Laboratories - Investec: BUY (UPGRADE) | TP ₹6,400 - JP Morgan: NEUTRAL | TP ₹6,100 | Prev ₹5,900 - Macquarie: UNDERPERFORM | TP ₹4,900 Amber Enterprises - Elara: BUY (UPGRADE) | TP ₹8,730 | Prev ₹9,080 - Kotak: BUY | TP ₹8,600 | Prev ₹8,710 - JP Morgan: OVERWEIGHT (UPGRADE) | TP ₹8,350 - CLSA: OUTPERFORM | TP ₹8,100 Max Healthcare - JP Morgan: OVERWEIGHT | TP ₹1,300 - UBS: BUY | TP ₹1,300 - Jefferies: BUY | TP ₹1,260 | Prev ₹1,230 - Citi: BUY | TP ₹1,240 - CLSA: OUTPERFORM | TP ₹1,160 Cochin Shipyard - Kotak: SELL | TP ₹860 | Prev ₹8300,51%
- 17 авг.JPMORGAN ON INDIA STRATEGY NIFTY 50 TARGET: 27,000 | Bull Case: 30,000 | Bear Case: 20,500 Q1 FY27 earnings stronger than expected; MSCI India revenue +19% & PAT +16% YoY, strongest earnings growth since Jun-24. 58% of companies beat profit estimates; earnings growth broadened across sectors. FY27 consensus earnings estimates raised 0.6% in the past month. Upgrades led by HDFC Bank, IndusInd Bank, Axis Bank, Bharti Airtel & Hindalco. Financials, Industrials & Consumer Discretionary among key growth drivers; Energy remained weak. Domestic cyclicals expected to support growth; full-year earnings growth likely to accelerate from Q1. JPMorgan reiterates Nifty 50 base-case target of 27,000.0,36%
- 10:02MOTILAL OSWAL MUTUAL FUND Believe There Is Better Value Beyond Large Private Banks As Well Like Technology In Finance And Disciplined Microfinance Companies We Like Mid-Sized Banks Constructive On Textile Companies, But Prefer A Selective Approach0,00%
- 07:42CITI Ups NIFTY TARGET to 26800 73% of BSE 100 Companies reported double digit growth and good results Add Axis Bank to Top large cap picks Key Overweight shares include - Banks, Telecom, Healthcare, Utilities Key Underweight Sector - IT, Staples, Metal0,00%
- 05:42JEFFERIES ON RADICO KHAITAN ACCUMULATE | Target: ₹5,200 Alcobev industry entering a multi-year premiumisation cycle. Premiumisation trend strongest in vodka, where Radico is the market leader. Strong innovation, execution and supportive regulatory environment. Radico expected to deliver sector-leading growth in its premium portfolio. Higher premium mix and India–UK FTA benefits expected to drive continued margin expansion.0,00%
- 05:42HSBC ON BLUE STAR UPGRADE TO BUY | TP ₹1,780 RAC industry grew ~25% in Q1, with volumes up 20–22%. Voltas outperformed Blue Star in Q1. HSBC cuts estimates due to lower margin guidance. Strong order book, data-centre opportunity & margin expansion support the upgrade. Blue Star stock down 23% YTD, making valuations more attractive.0,00%
- 05:22CITI ON AKUMS DRUGS ACCUMULATE | TP ₹860 FROM ₹610 Earnings quality improves on CDMO strength. Domestic CDMO remains the key growth driver; other segments remain subdued. Citi hikes FY27E/FY28E EPS estimates by 5%/10%. Upgrade driven by a more constructive API pricing outlook. Target price sharply raised to ₹860 from ₹610.0,00%
- 05:22CITI ON INDIA STRATEGY Q1 earnings better than expected, with a decent outlook ahead. Performance trends remain healthy and broad-based. Margin pressure seen in Consumer, Industrials & Financials, but outlook remains relatively positive. Key focus: Demand resilience after GST-cut benefits fade. Citi remains constructive on Indian equities, as Nifty trades near long-term average valuations.0,00%
- 05:01JEFFERIES ON BELRISE ACCUMULATE | TP ₹280 FROM ₹250 Decent Q1 performance; expanding business footprint. Cost pressures largely behind; positive on full-year margins. Strong new-order traction. Expanding business beyond autos. Target price raised to ₹280 from ₹250.0,00%
- 05:01NUVAMA ON BSE HOLD | TP ₹3,240 FROM ₹4,090 CAS changes have reset volumes and impacted expiry-day trading dynamics. Bank guarantee norms pose another headwind. BSE's market-share gains nearing saturation. Nuvama cuts FY27E/FY28E EPS by 6.3%/15%. Consensus estimates could see a reset after Q2 earnings. Target price sharply cut to ₹3,240 from ₹4,090.0,00%
- 04:41DAM CAPITAL ON MILKY MIST ACCUMULATE | Target: ₹175 Pure-play exposure to dairy’s fastest-growing categories. Strong product mix supports margins despite higher working-capital requirements. GST rationalisation could accelerate formalisation of the dairy industry. Best-in-class margin structure, sustained even through a difficult cost cycle. Advertising spends remain well below FMCG peers, providing room to scale investments as margins expand.0,00%