BROKERS CHOICE: ITC, HUL, Emami, NTPC, MARICO, GCPL, HAL, SRF, TCS, INFY, HCLTECH, PERSISTANCE

AHMEDABAD, 20 AUGUST: અગ્રણી બ્રોકરેજ હાઉસ તથા ફંડ હાઉસ તરફથી પસંદગીના સ્ટોક્સમાં ખરીદી\ વેચાણ\ હોલ્ડ કરવા માટે ભલામણ કરવામાં આવી છે. તે રોકાણકારોના અભ્યાસ માટે અત્રે રજૂ કરીએ છીએ.

CLSA on NTPC: Maintain Outperform on Company, target price at Rs 459 (Positive)

Nomura on Auto Sector: Estimate the benefit is likely to be larger for 4W OEMs than 2W OEMs (Positive)

Jefferies on Telecom: Tariff tweaks by Reliance Jio & Bharti Airtel to drive higher data usage; ARPU could rise 4–8%. (Positive)

BofA on India Strategy: Autos, Consumer durables are key beneficiaries of potential GST cuts. (Positive)

Antique on FMCG: Sequential recovery in July’25 with Nestle, ITC, HUL & Emami showing resilience. Marico & GCPL remain preferred picks (Positive)

Nomura on India Strategy: Lower GST rates could boost consumption and lower inflation in FY26 — in theory. In practice, impact on fiscal deficit may be less severe than expected. (Neutral)

BofA on NBFCs: Credit cards: credit costs continue to rise, growth muted. HFCs: growth concerns on competitive intensity. (Neutral)

UBS on HAL: Maintain Neutral on Company, target price at Rs 4900 (Neutral)

UBS on SRF: Maintain Sell on Company, target price at Rs 2400 (Neutral)

Citi on SRF: Maintain Sell on Company, target price at Rs 2725 (Neutral)

Citi on Hexaware: Maintain Buy on Company, cut target price at Rs 860 versus Rs 890 (Neutral)

Citi on Infosys: Maintain Neutral on Company, cut target price at Rs 1515 versus Rs 1660 (Neutral)

Citi on HCL Tech: Maintain Neutral on Company, cut target price at Rs 1510 versus Rs 1650 (Neutral)

Citi on TCS: Maintain Sell on Company, cut target price at Rs 2850 versus Rs 3135 (Negative)

Citi on Persistent: Maintain Sell on Company, cut target price at Rs 4705 versus Rs 4980 (Negative)

Citi on LTTS: Maintain Sell on Company, cut target price at Rs 3735 versus Rs 4015 (Negative)

(Disclaimer: The information provided here is investment advice only. Investing in the markets is subject to risks and please consult your advisor before investing.)

(સ્પષ્ટતા: અત્રેથી આપવામાં આવતી તમામ પ્રકારની માહિતી કોઇપણ પ્રકારે રોકાણ/ ટ્રેડીંગ માટેની સલાહ નથી. બજારોમાં રોકાણ જોખમોને આધીન છે અને રોકાણ કરતા પહેલા કૃપા કરીને તમારા સલાહકારની સલાહ લો.)