BROKERS CHOICE: DIVISLAB, IDFCFB, BHEL, NHPC, NBFC, NTPC, WESTLIFE, AUTO, VMM, CONCORD

AHMEDABAD, 9 JANUARY: 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 Sai Life: Maintain Buy on Company, raise target price at Rs 1180 (Positive)

Jefferies on Divis Lab: Maintain Buy on Company, raise target price at Rs 8000 (Positive)

Citi on Car Trade: Maintain Buy on Company, target price at Rs 3560 (Positive)

Investec on IDFC First Bank: Maintain Buy on Bank, target price at Rs 98 (Positive)

GS on PTC Industries: Maintain Buy on Company, target price at Rs 24725 (Positive)

JP Morgan on VMM: Maintain Overweight on Company, target price at Rs 158 (Positive)

UBS on BHEL: Maintain Buy on Company, target price at Rs 375 (Positive)

CLSA on NHPC: Maintain Outperform on Company, target price at Rs 117 (Positive)

Jefferies on India Strategy: December earnings preview points to encouraging revenue momentum. Revenue growth is expected to hit an 11-quarter high of 14%. (Positive)

UBS on NBFC Stocks: Asset quality improved in November after weakness in October. CV loan asset quality is improving post seasonal stress. Top picks are Shriram Finance, Cholamandalam and PNB Housing Finance. (Positive)

CLSA on Auto stocks: 2026 outlook points to a broad-based recovery. Favourable base, GST cuts and premiumisation support growth. (Positive)

Nomura on Pharma stocks: Indian Pharma Market grew 10.6% YoY in December 2025, the highest in CY25. Growth was driven by price hikes and new product launches. (Positive)

Bernstein on Capital Goods Sector: Impact on L&T is negative but limited. State-owned players like Power Grid and NTPC could benefit from lower costs. (Neutral)

Citi on India Strategy: Citi expects Q3 EBITDA growth of around 11% YoY across the Nifty. Overweight: Banks, Telecom, Autos, Healthcare, Defence. Underweight: Consumer Staples, IT Services. (Neutral)

MS on India Strategy: Revenue and profit growth is expected in mid-single digits. Margins are seen expanding modestly. (Neutral)

Jefferies on Piramal Pharma: Maintain Buy on Company, cut target price at Rs 210 (Neutral)

Jefferies on Cohance: Maintain Hold on Company, cut target price at Rs 540 (Neutral)

Jefferies on Concord: Maintain Hold on Company, cut target price at Rs 1290 (Neutral)

Macquarie on Apollo Hospitals: Maintain Underperform on Company, raise target price at Rs 6230 (Neutral)

Macquarie on Max Health: Maintain Underperform on Company, raise target price at Rs 825 (Neutral)

JP Morgan on Indian Hotels: Maintain Overweight on Company, cut target price at Rs 805 (Neutral)

GS on Westlife: Downgrades to Neutral on Company, cut target price at Rs 550 (Negative)

Incred on TARIL: Maintain Reduce on Company, cut target price at Rs 200 (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.)