BROKERS CHOICE: DLF, VOLTAS, INOXWIND, NALCO, OLA, TVS MOTOR, RIL, INDIGO, SWIGGY, HINDALCO, VEDANTA, CHOLAFINA

MUMBAI, 5 SEPTEMBER: 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.

Jefferies on DLF: Maintain Buy on Company, target price at Rs 1000 (Positive)

UBS on Voltas: Maintain Buy on Company, target price at Rs 1770 (Positive)

HSBC on Chola Fin: Maintain Buy on Company, target price at Rs 1670 (Positive)

Nuvama on Inox Wind: Maintain Buy on Company, target price at Rs 190 (Positive)

Antique on NALCO: Maintain Buy on Company, target price at Rs 262 (Positive)

GS on OLA Elec: Maintain Buy on Company, raise target price at Rs 72 (Positive)

Nomura on TVS Motors: Maintain Buy on Company, target price at Rs 3949 (Positive)

Jefferies on Reliance Ind: Maintain Buy on Company, target price at Rs 1670 (Positive)

GS on Indigo: Maintain Buy on Company, target price at Rs 6000 (Positive)

MOSL on Swiggy: Upgrade to Buy on Company, target price at Rs 560 (Positive)

MOSL on Eternal: Maintain Buy on Company, target price at Rs 420 (Positive)

MS on HDFC Life: Maintain Overweight on Company, target price at Rs 890 (Positive)

UBS on HDFC Life: Maintain Buy on Company, target price at Rs 845 (Positive)

CITI says GST Reforms: Coal GST rationalization is marginally positive; removal of ₹400/t cess may cut aluminium production costs by 2–3%, benefiting Hindalco & Vedanta (Positive)

Jefferies on Consumer Durables: GST rates were cut from 28% to 18% on ACs, Large TVs and Dishwashers, wef 22 Sept. Positive for Voltas, Blue Star, Amber and Hitachi (Positive)

JP Morgan on Indian Equities: Upgrades Auto sector to ‘Neutral’; GST 2.0 to help offset US tariff impact (Positive)

HSBC on Indian Equities: Growth expected to accelerate from Q4, Risks of earnings cuts have moderated (Positive)

HSBC on GST Reforms: GST Cut benefits sectors like staples, autos, retail, insurance, agro chemicals and renewables. GST Reforms signal a push for demand-led growth (Positive)

Antique on Real Estate: With Pune & Hyderabad showing strong absorption. Sobha and AB Real are top picks (Positive)

Nuvama on Cement: GST cut to 18% supports medium-term pricing and premiumisation; JK Cement top pick (Positive)

MS on Indian Tech: Rally in Internet indices not unique to India, has occurred elsewhere as well. (Neutral)

BofA on Indian Equities: With GST cuts now behind us & Nifty closer to our 25000 target, we see limited upside, Risk skewed to the downside; 4% upside in bull case vs 11% downside in bear case (Neutral)

CLSA on Banks: September quarter is likely to be worst quarter in recent times, with sequential NIM compression & asset quality pain in certain segments. Top picks SBI & ICICI Bank & Bandhan Bank (Neutral)

Macquarie on TVS Motors: Maintain Buy on Company, target price at Rs 3433 (Neutral)

GS on BSE: Maintain Neutral on Company, target price at Rs 2250 (Neutral)

GS on KEI Ind: Maintain Buy on Company, target price at Rs 4000 (Neutral)

(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.)