BROKERS CHOICE: NEULANDLAB, BRITANIA, NESTLE, TATACONSUM, COLGATE, DABUR, COFORGE, HCLTECH, CEMENT, STEEL, FMCG, GSTREFORM, NETWEB, POLYMED, ITCHOTEL

MUMBAI, 4 SEPTEMBER: 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.

MOSL on L&TFH: Maintain Buy on Company, target price at Rs 260/Sh (Positive)

Nuvama on Neuland Labs: Initiate Buy on Company, target price at Rs 17700/Sh (Positive)

UBS on GST Reforms: Boosts consumer sentiment. Reforms are supportive for Cement, Consumer Durables and FMCG (Positive)

Bernstein on GST Reforms: GST 2.0 sweeps aside the skepticism about the intent and political will behind the consumer push.  (Positive)

CLSA on GST Reforms: Positive for FMCG demand, food & HPC products benefit most; top beneficiaries are Britannia & Colgate with near-complete portfolio coverage. (Positive)

MS on GST Reforms: GST Cut benefits consumer companies broadly, staples to see growth & shift toward organised players. Food companies like Britannia, Nestle & Tata Consumer better placed than HPC (Positive)

GS on GST Reforms: Britannia, Colgate, Dabur among key beneficiaries of GST 2.0 in FMCG space. (Positive)

Jefferies on GST Reforms: Consumer companies to pass on the GST impact to the consumers. Supportive for Apparels, Footwear and Staple (Positive)

Antique on GST Reforms: GST cuts from Sep 22 could boost festive demand; multiple sectors set to benefit from higher consumption (Positive)

Antique on Indian IT Services: AI-led workloads driving hyperscaler growth; HCLTech, Coforge and MPhasis top picks for medium-term upside (Positive)

UBS on GST Reforms: GST impact on life insurance sector: Full impact uncertain at this point. (Neutral)

Citi GST Reforms: Actual impact of GST rate cuts could be lower given likely partially pass through and impact of input tax credits. Treatment of compensation cess revenue loss remains unclear (Neutral)

Antique on City Gas Distribution: Mixed CNG demand trends in Aug; margins under pressure, Antique maintains HOLD on MGL/GGAS & SELL on IGL (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.)