INFOSYS Stock Research Report by Motilal Oswal Sector: IT Services & Consulting CMP Rs. 1387, Target Rs. 1520 (10% upside potential) Target Period: 12 Months INFOSYS Stock Research Report: Weak Q4 performance to impact FY24 topline delivery Focus to shift to FY25 after near-term correction ● INFO reported a weak 4QFY23 revenue of USD4.55b, down […]
Read more..BHARTI AIRTEL Stock Research Report by Motilal Oswal Sector: Telecommunication – Service Provider CMP Rs. 768, Target Rs. 950 (24% upside potential) Target Period: 12 Months BHARTI AIRTEL Stock Research Report: Soft landing ahead Earnings pace cools off, capex heats up Bharti has seen decent earnings growth for the last 12 quarters. However, we expect […]
Read more..ICICI LOMBARD Stock Research Report by Motilal OswalSector: Multiline Insurance & BrokersCMP Rs. 1130, Target Rs. 1400 (24% upside potential) Target Period: 12 Months ICICI LOMBARD Stock Research Report: Expense ratio beats estimates, Claim ratio higher than expectations● In 4QFY23, underwriting loss amounted to INR2.5b compared to a loss of INR2.9b in 3QFY23 v/s. our estimates […]
Read more..LINC LTD Stock Research Report by HDFC Securities Sector: Printing & Stationery CMP Rs. 595, Target Rs. 715 (20% upside potential) Target Period: 12 Months Linc Ltd. (Linc) is a prominent writing instrument player domestically with a good brand recall and is a trusted name in the market place. Over the years, Linc has introduced […]
Read more..INDRAPRASTHA MEDICAL CORPORATION Stock Research Report by HDFC Securities Sector: Hospital & Healthcare Services CMP Rs. 83.1, Target Rs. 99.5 (20% upside potential) Target Period: 12 Months Indraprastha Medical Corporation Stock Research Report: A lot of factors favour the Indian healthcare sector which has driven our positive outlook towards it. This includes the recent initiatives […]
Read more..AHLUWALIA CONTRACTS INDIA Stock Research Report by HDFC Securities Sector: Construction – Residential & Commercial Complexes CMP Rs. 516, Target Rs. 610 (18% upside potential) Target Period: 12 Months Ahluwalia Contracts (India) Limited (ACIL), is one of the leading infrastructure companies. ACIL is engaged in civil construction and execution of turnkey projects. It is actively […]
Read more..KOLTE PATIL DEVELOPERS Stock Research Report by HDFC Securities Sector: Construction – Residential & Commercial Complexes CMP Rs. 258, Target Rs. 380 (47% upside potential) Target Period: 12 Months KOLTE PATIL DEVELOPERS Stock Research Report: Premiumisation to drive the next leg of growth We attended the Kolte Patil (KPDL) analyst meet in Pune where it […]
Read more..Mutual Fund Top Buys and Sells Stock Research Report by ICICI Securities Top 10 Buys in Largecap Market Value (crs) Shares (lakhs) Mar-23 Feb-23 Mar-23 Feb-23 Samvardhana Motherson International Ltd. 5218 5198 7777 6527 Hindustan Aeronautics Ltd. 8118 6606 297 257 Indian Railway Catering And Tourism Corporation Ltd. 406 379 71 62 Marico […]
Read more..AU SMALL FINANCE BANK Stock Research Report by ICICI Securities Sector: Bank – Private CMP Rs. 580, Target Rs. 770 (33% upside potential) Target Period: 12 Months AU SMALL FINANCE BANK Stock Research Report: Top management continuity (3-year extension for MD / CEO) enhances visibility on execution AU SFB disclosed that it has received regulatory […]
Read more..TATA CONSULTANCY SERVICES Stock Research Report by ICICI Securities Sector: IT Services & Consulting CMP Rs. 3242, Target Rs. 3786 (17% upside potential) Target Period: 12 Months TATA CONSULTANCY SERVICES Stock Research Report: Right-shifting of demand as near-term negative sentiment takes a back seat Q4FY23 performance: Tata Consultancy Services (TCS) reported revenues of US$7,195mn, +0.6% […]
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