BROKERS CHOICE: ORKLA, POLYCAB, NYKAA, DRREDDY, PETRONET, TATACONSUM, INFY, MARUTI, JIOFINA, INDIGO, GLANDPHARMA

AHMEDABAD, 6 MARCH: 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 Orkla India: Initiate Buy on Company, target price at Rs 750 (Positive)

Jefferies on Polycab: Maintain Buy on Company, raise target price at Rs 9485 (Positive)

Jefferies on Shriram Fin: Maintain Buy on Company, target price at Rs 1220 (Positive)

Macquarie on Nykaa: Maintain Underperform on Company, raise target price at Rs 210 (Positive)

Jefferies on Navin Fluorine: Maintain Buy on Company, target price at Rs 7800 (Positive)

GS on Dr Reddy: Maintain Neutral on Company, target price at Rs 1225 (Positive)

Investec on Petronet: Maintain Buy on Company, target price at Rs 400 (Positive)

MOSL on Crompton: Maintain Buy on Company, target price at Rs 350 (Positive)

Nuvama on Tata Consumer: Maintain Buy on Company, target price at Rs 1500 (Positive)

MOSL on Jain Resources: Initiate Buy on Company, target price at Rs 520 (Positive)

Nomura on Auto Stocks: Tractor emission norms (Trem V) may be delayed. Positive for M&M as sharp cost impact risk deferred till 2032 (Positive)

Nomura on Real Estate Stocks: Stable demand amid volatile macro backdrop. Demand was resilient for top branded developers despite an uncertain macro backdrop. (Positive)

Nuvama on Cement Sector: Remain positive on the cement sector; Top pick is JK Cement (Positive)

Nuvama on IT Sector: Remain positive on the IT services sector over the medium to long term, though near-term volatility is likely. (Positive)

UBS on Financial Sector: See risk of higher inflation and consumption decline owing to energy shock. See relatively higher sensitivity for mid sized private banks and SOEs vs larger pvt banks (Neutral)

Jefferies on India Strategy: India’s dynamic eco-system of small and medium-sized quoted companies, which compares favourably with many other emerging markets. FII buying trigger will most likely be a sudden conviction that the semiconductor cycle has peaked which for now remains lacking (Neutral)

Kotak on Hospital Sector: International footfalls under the lens. Expect a limited impact on hospital coverage on account of travel disruptions due to the ongoing Middle East war (Neutral)

Jefferies on Infosys: Maintain Hold on Company, target price at Rs 1290 (Neutral)

HSBC on Maruti: Maintain Buy on Company, cut target price at Rs 17400 (Neutral)

UBS on Indigo: Maintain Buy on Company, cut target price at Rs 5480 (Neutral)

GS on Gland Pharma: Maintain Sell on Company, target price at Rs 1225 (Neutral)

CLSA on Tyre Stocks: Tyre margin cycle to peak. Geopolitical events leading to raw material cost spiking up. 400bps potential gross-margin hit driven by elevated raw material price in FY27 (Negative)

HSBC on Paint Stocks: Cost inflation is back after almost four years. Price hikes could lead to a narrowing of the volume-value gap, but the market and competitive structure is different now (Negative)

MS on India Strategy: Downgrade India to Equal-weight from Overweight. Move to an Equal-weight stance versus Asia/Emerging markets, given the wide uncertainty around geopolitical developments (Negative)

(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.)