BROKERS CHOICE: INDIANHOTEL, PBFIN, PFC, REC, HYUNDAI, LICHOUS, SRF, UPL

Gift Nifty Update: GIFT Nifty surges nearly 1058 points to 26200 levels

AHMEDABAD, 3 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.

MS on Syrma SGS: Upgrade to Overweight on Company, target price at Rs 992/Sh (Positive)

GS on Indian Hotels: Initiate Buy on Company, target price at Rs 800/Sh (Positive)

Jefferies on Chola Fin: Maintain Buy on Company, target price at Rs 2040/Sh (Positive)

Citi on PB Fintech: Maintain Buy on Company, target price at Rs 2225/Sh (Positive)

Citi on India U.S. Trade deal: Trade deal is likely to eliminate a critical uncertainty and make policies (data center, GCC, nuclear power, mobile phone, aircraft and semicon) more effective on the ground. Positive sentiment effect which can bring in foreign inflows immediately could make the BoP turn positive (Positive)

BofA on India U.S. Trade deal: Effective tariffs may drop from ~35% to ~12-13%. Could provide India with significant relief and a competitive rate across the region, with the Russian oil penalties being removed as well. Expect GDP growth to benefit further from this trade breakthrough (Positive)

J.P. Morgan on Bullion Prices: Gold reaching $6,300 per ounce by the end of 2026 (Positive)

Morgan Stanley on PFC and REC: Budget announced restructuring of PFC and REC to achieve scale and improve efficiency (Neutral)

GS on Indian Hotels: Maintain Neutral on Company, target price at Rs 200/Sh (Neutral)

Kotak on SAIL: Maintain Sell on Company, raise target price at Rs 105/Sh (Neutral)

Citi on Hyundai: Maintain Buy on Company, cut target price at Rs 2500/Sh (Neutral)

GS on Hyundai: Maintain Buy on Company, cut target price at Rs 2650/Sh (Neutral)

MS on PB Fintech: Maintain Underweight on Company, target price at Rs 1370/Sh (Neutral)

Citi on Bajaj Housing: Maintain Sell on Company, cut target price at Rs 89/Sh (Neutral)

CLSA on LIC Housing: Maintain Outperform on Company, cut target price at Rs 600/Sh (Neutral)

MS on Dr Lalpathlabs: Maintain Overweight on Company, cut target price at Rs 1765/Sh (Neutral)

Stocks to Consider

Textile & Apparel Exports

• Gokaldas Exports

• Pearl Global

• KPR Mill

• Vardhman

Shrimp Exports

• Apex Frozen

•Avanti Feeds

Auto & Auto Components

• Tata Motors

• Sona BLW

• Bharat Forge

• RKForge

• Balkrishna Industries (BKT)

• Timken India

• Motherson

Chemicals & Industrial Exports

• Navin Fluorine

• PI Industries

• SRF

• Tata Chemicals

• UPL

• Deepak Nitrite

• Aarti Ind

Other Export-Linked Stocks

• Waaree

• Cummins India

• Thermax

• KEI Industries

• Polycab

• Kaynes Technology

Gems/Jewellery

• Titan

Technology

• TCS

• Infosys

• LTIM

• Wipro

Financials

• HDFC Bank

• SBIN

• ICICI Bank

• Bank Baroda

(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.)