BROKERS CHOICE: MAHINDRA, ASHOKLEY, TATACHEM, ABFRL, HDFCBNK, HDBFINA, BPCL, MAXHEALTH, VODAFONE, DeepakNTR

MUMBAI, 18 AUGUST: 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.

Nomura on M&M: Maintain Buy on Company, target price at Rs 3736/Sh (Positive)

BofA on Ashok Ley: Maintain Buy on Company, target price at Rs 146/Sh (Positive)

Avendus on Ashok Ley: Maintain Buy on Company, target price at Rs 140/Sh (Positive)

MOSL on Ashok Ley: Maintain Buy on Company, target price at Rs 141/Sh (Positive)

MS on Tata Chem: Maintain Overweight on Company, target price at Rs 1127/Sh (Positive)

Jefferies on ABFRL: Maintain Buy on Company, target price at Rs 100/Sh (Positive)

Jefferies on HDFC Bank: Maintain Buy on Bank, target price at Rs 2400/Sh (Positive)

Jefferies on HDB Financial: Maintain Buy on Company, target price at Rs 900/Sh (Positive)

Citi on Shriram Fin: Maintain Buy on Company, target price at Rs 750/Sh (Positive)

Jefferies on Anupam Rasayan: Maintain Underperform on Company, raise target price at Rs 625/Sh (Positive)

Jefferies on BPCL: Maintain Buy on Company, raise target price at Rs 410/Sh (Positive)

Jefferies on Max health: Maintain Buy on Company, target price at Rs 1500/Sh (Positive)

JP Morgan on India Ratings: Seen as unambiguously positive, Expected to boost market sentiment & reduce borrowing costs (Positive)

Kotak on India Ratings: The upgrade is driven by the government’s fiscal consolidation and sustained economic growth. Future upgrades will depend on state finances and continued fiscal prudence, potentially closer to the end of the decade. (Positive)

Citi on India Ratings: Earlier-than-expected upgrade reflects strong fiscal consolidation commitment. A rating upgrade by a single agency may not immediately boost debt inflows. (Positive)

UBS on India Ratings: The upgrade moves India one step away from the lowest investment-grade rating. State-owned enterprises (SOEs) are expected to benefit. (Positive)

Jefferies on GST Rate: GST rate rationalization is expected in Q4CY25; $20 billion in savings on GST compensation provides the fiscal space needed to rationalise rate slabs. Cement, 2 wheelers, Consumer Durables, Insurance, Garments, Footwear and Passenger Vehicles may get benefit of GST cut (Positive)

Kotak on GST rate: Rationalization could deliver a ₹2.4 tn demand boost, mainly aiding Autos & Durables (Positive)

Citi on GST Rate: Potentially higher impacts on Autos, Consumer Discretionary, Staples, Insurance, Cement etc. (Positive)

MS on Auto: 14% of GST collections, big part of 28% tax basket. Hero, Eicher, Maruti and M&M may remain biggest beneficiaries (Positive)

Jefferies on Indian markets: India represents the best long-term structural story in Asia (Positive)

MS on Indian markets: The thawing of India-China relations could restore both supply chains and investments (Positive)

UBS on Vodafone Idea: Maintain Neutral on Company, target price at Rs 8.5/Sh (Neutral)

Citi on Vodafone Idea: Maintain Buy on Company, target price at Rs 10/Sh (Neutral)

Jefferies on Ashok Ley: Maintain Buy on Company, target price at Rs 120/Sh (Neutral)

UBS on Angel One: Maintain Neutral on Company, target price at Rs 2935/Sh (Neutral)

MOSL on Deepak NTR: Maintain Sell on Company, cut target price at Rs 1630/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.)