BROKERS CHOICE: COFORGE, AADHARHOUS, LENSKART, JSWCEM, LARSEN, TCS, JKCEM, DABUR, LAURASLAB, ABB

AHMEDABAD, 20 FEBRUARY: 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 Coforge: Maintain Outperform on Company, target price at Rs 2426 (Positive)

Citi on Aadhar Housing: Maintain Buy on Company, target price at Rs 650 (Positive)

MOSL on Lenskart: Initiate Buy on Company, target price at Rs 600 (Positive)

Investec on JSW Cement: Initiate Buy on Company, target price at Rs 146 (Positive)

Axis on Larsen: Maintain Buy on Company, target price at Rs 4810 (Positive)

MS on TCS: Maintain Overweight on Company, target price at Rs 3540 (Positive)

MOSL on JK Cement: Maintain Buy on Company, target price at Rs 6780 (Positive)

Nuvama on Dabur: Maintain Buy on Company, target price at Rs 605 (Positive)

CLSA on Indian Auto: Strong preference for premium models, SUVs. Premium brands continue to flourish, Entry SUVs & 125cc+ segment shine the most due to GST rate cut.  Top pick in PVs is M&M & in 2Ws is Bajaj Auto (Positive)

Citi on India Cement: Expansion expected in 4Q. Ultratech and JSW Cement are top picks (Positive)

MS On Insurance companies: Non-life insurance industry view attractive (Positive)

CLSA on IT Sector: EPAM 4Q25: Al era is for builders. Organic growth guidance seen better versus 2025 (Neutral)

CLSA on Power Sector: Climate change-related weakness is an opportunity to ‘buy’. Structural shift favoring IPPs benefits NTPC, NHPC, & CESC over JSW Energy & Tata Power (Neutral)

JP Morgan on Cement Sector: February: Minor price hikes, but plateauing demand. Price hikes below expectations. Maintains ‘overweight’ on India cement sector. (Neutral)

Jefferies on CRDMO Sector: 4 of 8 cos missed, 3 beat, 1 was in-line with est in Q3. CRDMO rev grew 7.5% YoY, led by Gland Ph, Divi’s Lab & Sai Life Sciences. In Q3, upgraded Laurus Labs to hold, downgraded Syngene to underperform. (Neutral)

JP Morgan on ABB: Maintain Neutral on Company, target price at Rs 5639 (Neutral)

Nomura on ABB: Maintain Reduce on Company, target price at Rs 4620 (Neutral)

UBS on ABB: Maintain Neutral on Company, target price at Rs 5310 (Neutral)

Macquarie on ABB: Maintain Neutral on Company, target price at Rs 5420 (Neutral)

Macquarie on United Spirits: Maintain Underperform on Company, target price at Rs 1350 (Neutral)

HSBC on ITC: Maintain Hold on Company, target price at Rs 360 (Neutral)