BROKERS CHOICE: BHARATFORGE, ABCAP, COALINDIA, ADANIPORT, JSWINFRA, TCS, INFY, HUL, GCPL

AHMEDABAD, 5 MARCH: 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.

MS on Bharat Forge: Maintain Overweight on Company, target price at Rs 1978/Sh (Positive)

BofA on AB Capital: Maintain Buy on Company, target price at Rs 380/Sh (Positive)

MOSL on AB Capital: Maintain Buy on Company, target price at Rs 415/Sh (Positive)

ICICI on Shadowfax: Initiate Buy on Company, target price at Rs 175/Sh (Positive)

Citi on Coal India: Maintain Neutral on Company, raise target price at Rs 430/Sh (Positive)

JP Morgan on Adani Ports: Initiate Overweight on Company, target price at Rs 1944/Sh (Positive)

JP Morgan on JSW Infra: Initiate Overweight on Company, target price at Rs 310/Sh (Positive)

UBS on NBFCs: Jan Bureau data showing improvement across sectors. Top picks are Shriram, Chola in Large cap, Poonawala Fin in Midcap and PNB Hsg Fin in HFC (Positive)

CLSA on Capital Goods: See signs of private capex & Indian contractors winning around world, validating thesis of capex-driven economic growth in India. L&T, Hindustan Aeronautics, NCC, Bharat Electronics& IRB remain top picks. (Positive)

JP Morgan on Port Sector: Sector strength remains underappreciated. Capacity expansion, rising trade & efficiency gains act as key growth catalysts (Positive)

Kotak on IT Sector: Bakes in higher Gen AI-led revenue deflation for FY27–28. Long-term IT services relevance intact, terminal growth assumptions unchanged. Prefer Infosys, TCS, Tech Mah among Tier 1, Coforge, Hexaware among Mid-tier. (Positive)

UBS on IT Sector: 4% depreciation of INR could translate into a 12-21% uplift in EPS across companies. (Positive)

UBS on India Strategy: Expect single-digit EPS growth for Nifty for FY26, accelerating to double-digit growth in FY27 and FY28. (Positive)

HSBC on Metal Sector: Aluminum is most impacted if Middle East disruption continues; alumina could move lower. Coal price increase should drive pet coke higher; cement prices need to rise by 4-5% in April-May to counter energy inflation (Neutral)

Jefferies on Insurance Sector: Can release capital for larger players, but draw down for aggressive players. (Neutral)

Jefferies on Oil and Gas Sector: Reliance is a marginal beneficiary of higher GRM if windfall tax is not reimposed. (Neutral)

HSBC on Oil and Gas: Conflict in the Middle East is a potential fuel security and business disruption risk, if prolonged. GAIL and OMCs are key Buy ideas (Neutral)

CLSA on Consumer Sector: Conflict in Iran is likely to have an impact on consumer products coverage due to a few effects. Find that Asian Paint, HUL and GCPL would require the highest price increases within coverage, while ITC, Nestle and Colgate would need lowest (Neutral)

MS on HAL: Maintain Underweight on Company, target price at Rs 3355/Sh (Neutral)

MOSL on Havells: Maintain Neutral on Company, target price at Rs 1490/Sh (Neutral)

Jefferies on Larsen: Maintain Buy on Company, cut target price at Rs 4500/Sh (Neutral)

MOSL on Larsen: Maintain Buy on Company, cut target price at Rs 4400/Sh (Neutral)

Jefferies on Biocon: Maintain Hold on Company, target price at Rs 360/Sh (Neutral)

Kotak on Bajaj Fin: Maintain Add on Company, target price at Rs 1100/Sh (Neutral)

GS on Sun Pharma: Maintain Sell on Company, target price at Rs 1550/Sh (Neutral)

GS on Lupin: Maintain Neutral on Company, target price at Rs 2275/Sh (Neutral)

Kotak on TCS: Maintain Buy on Company, cut target price at Rs 3090/Sh (Neutral)

Kotak on Infosys: Maintain Buy on Company, cut target price at Rs 1530/Sh (Neutral)

Kotak on HCL tech: Maintain Reduce on Company, cut target price at Rs 1425/Sh (Neutral)

Kotak on Wipro: Maintain Sell on Company, cut target price at Rs 190/Sh (Neutral)

Kotak on Tech M: Maintain Buy on Company, cut target price at Rs 1615/Sh (Neutral)

Kotak on Coforge: Maintain Buy on Company, cut target price at Rs 1620/Sh (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.)