Fund Houses Recommendations: KAJARIA, TORRENTPHARMA, ZENSARTECH, HUL, ITC, ICICIPRU, KEYSTON

અમદાવાદ, 24 જુલાઇઃ અગ્રણી બ્રોકરેજ હાઉસ તથા ફંડ હાઉસ દ્વારા પસંદગીના સ્ટોક્સમાં ખરીદી/ વેચાણ/ હોલ્ડ કરવા માટે સલાહ આપવામાં આવી છે તે રોકાણકારોના અભ્યાસ માટે અત્રે રજૂ કરીએ છીએ.

Jefferies on Kajaria: Maintain Buy on Company, raise target price at Rs 1590 (Positive)

Jefferies on Torrent Pharma: Maintain Buy on Company, raise target price at Rs 3540 (Positive)

Investec on Zensar Tech: Maintain Buy on Company, raise target price at Rs 885 (Positive)

Investec on HUL: Maintain Buy on Company, raise target price at Rs 2797 (Positive)

Citi on HUL: Maintain Buy on Company, raise target price at Rs 3150 (Positive)

Nomura on HUL: Maintain Buy on Company, raise target price at Rs 3200 (Positive)

ICICI on HUL: Upgrade to Buy on Company, target price at Rs 2950 (Positive)

Investec on Keystone: Initiate Buy on Company, target price at Rs 875 (Positive)

MS on Coforge: Maintain Buy on Company, raise target price at Rs 7180 (Positive)

MS on Bajaj Finance: Maintain Overweight on Company, target price at Rs 9000 (Positive)

Jefferies on ICICI Pru: Maintain Buy on Company, target price at Rs 750 (Positive)

Goldman Sachs on India Budget: No increase in cigarette taxes in govt’s budget positive for ITC (Positive)

Jefferies on ITC: No news is great news; upgrades ITC to a buy call adding that it is a clear winner with government leaving tobacco taxes unchanged (Positive)

Morgan Stanley on Indian Budget: Reaffirms our view on continued macro stability and strong foundation for medium-term growth path (Positive)

CLSA On Real Estate: Negative for investments with shorter duration, moderate price growth. Markets like NCR and Mumbai are likely to adverse impacted while Pune, Bangalore and Hyderabad least impacted. Focus on affordable housing players like Sobha, Godrej Prop, Sunteck and Prestige (Neutral)

Jefferies on Real Estate: See low impact of the move on demand. (Neutral)

Jefferies on Indian Budget: FY25 final budget doesn’t deviate much from the Feb ’24 budget, but several small things have changed (Neutral)

Bernstein on Indian Budget: Capital gains tax increase is also a non-event; Market and sector views remain unchanged (Neutral)

MS on Indian Budget: Increase in formal employment creates a path for sustained growth momentum (Neutral)

Macquarie on ICICI Pru: Maintain Neutral on Company, target price at Rs 580 (Neutral) 

MS on ICICI Pru: Maintain Equal-Weight on Company, target price at Rs 610 (Neutral) 

Bernstein on Bajaj Finance: Maintain Market perform on Company, target price at Rs 6800 (Neutral) 

Emkay on Bajaj Finance: Maintain Buy on Company, cut target price at Rs 9000 (Neutral) 

Jefferies on Bajaj Finance: Maintain Market perform on Company, cut target price at Rs 7180 (Neutral) 

Jefferies on M&M Fin: Maintain Hold on Company, target price at Rs 305 (Neutral) 

Emkay on M&M Fin: Maintain Reduce on Company, target price at Rs 270 (Neutral) 

MS on HUL: Maintain Underweight on Company, target price at Rs 1876 (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.)