Jefferies believes the stock re-rating for hotels will stay on the back of strong travel/tourism upturn and bets on three Indian hotel companies...


The brokerage says the company is well-placed to expand its foods and home & personal care franchise and become a more diversified FMCG play...


The brokerage says JSW Energy is one of the best Indian utilities to play the Future of Energy (energy transition + energy security) theme...


The brokerage says Bajaj Finance’s stock positioning is very solid, it fits the quality large cap thematic and has a tested model and good vintage...


Jefferies says the company's diversified segmental and geographic exposure de-risks its business model and widens its opportunity pipeline...


HSBC says strong profit growth outlook and attractive valuations makes it constructive on the Indian consumer electrical company at current prices...


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Jefferies sees limited integration risks as both companies specialize in US healthcare and have complementary services...


Citi Research says the Indian battery maker's margin trends have been encouraging despite lower non-autos demand (industrial/infrastructure)...


The government’s push on value-addition, China 1+ strategy, cheaper labor and structural growth opportunity will drive the sector growth...


The brokerage says with RBI lifting ban on gold loans at IIFL, disbursement should resume and ramp......


The brokerage says Jio's rising focus on growth and Vodafone Idea’s market share losses may need multiple tariff hikes over the next few years...


HSBC says Kalyan’s stock price has risen 8x in the past two years as the business model successfully transformed through capital light franchise mod...


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The brokerage says Zomato is spearheading a rapid retail consumer transformation via its convenience and selection-focused quick commerce business...


Time To Get Selective On Indian Banks, Morgan Stanley Says

Special Correspondent | 4 September 2024

The brokerage says margins and asset quality are set to normalize going ahead and drive divergence in profitability based on the franchise strength...


Citi says Indian automaker’s 1QFY25 results were above its estimates, driven by strong margin expansion despite escalated discounts...


HSBC says value retailing remains the core positioning of DMart and will be central to all its offline and online retail endeavors...


Morgan Stanley raises its target price on Indian aviation major IndiGo to 5,245 rupees from 5,142 rupees per share following its quarterly results...


Equirus Securities initiates coverage on FSN E-Commerce with Long rating and a target price of 240 rupees per share...