BROKERS CHOICE: NESTLE, ONGC, VEDANTA, SUNPHARMA, INDUSINDBANK, BANDHANBANK

AHMEDABAD, 1 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.

Citi on Nestle: Maintain Buy on company, raise target price at Rs 2800 (Positive)

CLSA on ONGC: Maintain Buy on Company, target price at Rs 360 (Positive)

CLSA on Vedanta: Maintain Buy on Company, raise target price at Rs 530 (Positive)

GS on Union Budget: Strong tax collections support spending, capex likely peaked at 3.2% of GDP in FY24, FY26 fiscal deficit expected at 4.5%. (Positive)

Axis on Union Budget: FY26 Budget to be growth-focused with higher rural spending, infra push, and job creation, fiscal deficit likely below 4.9% in FY25. (Positive)

JP Morgan on Union Budget: Government will continue to prioritize infra and public investment. (Positive)

ICRA on Union Budget: FY26 Budget to focus on capex, jobs, and manufacturing, fiscal deficit target seen at 4.5%, capex target at ₹11T, RBI dividend could be key. (Positive)

BofA on Union Budget: India on track to meet fiscal targets, FY25 deficit seen at 4.9% of GDP, no new fiscal targets expected this year. (Neutral)

William O’Neil on Union Budget: Budget to prioritize capex, jobs, and manufacturing, FY26 capex allocation likely at ₹11T, expansion of PLI scheme to spur investment. (Neutral)

Nuvama on Union Budget: Fiscal deficit target of 4.5% for FY26, slowest public spending growth in 3 years, disinvestment push missing, RBI to play a bigger role. (Neutral)

UBS on Union Budget: Fiscal deficit for FY25 seen at 4.8% vs 4.9% target, capex expected at 3% of GDP, fiscal consolidation to shift towards debt reduction from FY27E. (Neutral)

Nuvama on Sun Pharma: Maintain Buy on Company, target price at Rs 1830 (Neutral)

Nuvama on Indusind Bank: Maintain Hold on Company, cut target price at Rs 1115 (Neutral)

Macquarie on Bandhan Bank: Maintain Outperform on Company, target price at Rs 220 (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.)