BROKERS CHOICE: BHARTIAIR, ETERNAL. PSUBNKS, AUTOCOS, BPCL, IOCL, HPCL

AHMEDABAD, 2 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.

Citi on Bharti Airtel: Maintain Buy on Company, raise target price at Rs 2380 (Positive)

Nomura on Bharti Airtel: Maintain Buy on Company, target price at Rs 2300 (Positive)

Bernstein on Eternal: Maintain Outperform on Company, target price at Rs 370 (Positive)

Jefferies on PSU Banks: PSUs leading Private Banks on growth (14% vs 13%), stronger housing & auto loan growth. Slight growth pullback + deposit cost reset could lift RoA. SBI remains a top pick, maintain ‘buy’ call on PNB (Positive)

MS on Auto Sales: Maruti, TVS, M&M and Hero remain preferred picks. (Positive)

Nomura on Indian GDP: Expect India’s economic cycle to improve in the coming quarters. (Positive)

GS on Indian GDP: Stronger manufacturing activity in rebased GDP series. (Positive)

UBS on Indian GDP: India’s FY27 growth driven by resilient domestic demand & cyclical policy. (Positive)

BofA on India Strategy: West Asia conflict puts a shadow on near term sentiment. (Neutral)

Jefferies on India Strategy: Immediate negative for oil marketing companies, travel & hospitality, and rate-sensitive names; positive for defence. (Neutral)

JP Morgan on Oil and Gas: Higher oil prices are good for upstream companies – ONGC (N) and bad for the OMC (BPCL/IOCL/HPCL). (Neutral)

Jefferies on Cement Companies: Jan–Feb vols steady, strong March push expected. Following recent surge in Crude, Petcoke is already +20%. Stay constructive, like UltraTech, ACC, JK Cement (Neutral)

GS on Auto Sales: 2W and PV volumes rose 28% and 26% YoY respectively; 3-month rolling growth at ~20% each (Neutral)

CLSA on IT Sector: Salesforce reported organic revenue growth of c.8.5% for FY26 and has guided for 7-8% organic growth in FY27, implying a deceleration. Reiterate Outperform on Persistent & Infosys. (Neutral)

GS on ICICI Lombard: Maintain Neutral on Company, target price at Rs 1925 (Neutral)

JP Morgan on Dixon: Maintain Overweight on Company, target price at Rs 13700 (Neutral)

UBS on Groww: Maintain Neutral on Company, target price at Rs 185 (Neutral)

MS on Coal India: Maintain Equal weight on Company, target price at Rs 410 (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.)