Fund
Houses Recommendations
- HSBC on Apollo Hospitals: Maintain Buy
on Company, target price at Rs 8520/Sh (Positive)
- Citi on Nuvoco: Maintain Buy on
Company, target price at Rs 475/Sh (Positive)
- HSBC on Bharti Airtel: Maintain Buy
on Company, target price at Rs 2200/Sh (Positive)
- MS on Reliance Ind: Maintain Overweight
on Company, target price at Rs 1701/Sh (Positive)
- MOSL on Phoenix Mills: Upgrade to
Buy on Company, raise target price at Rs 2044/Sh
(Positive)
- CLSA on Bajaj FInance: Maintain
Outperform on Company, target price at Rs 1150/Sh
(Positive)
- Nuvama on Asian Paints: Maintain Buy
on Company, target price at Rs 2935/Sh (Positive)
- Antique on Power Sector: Power demand
up 4% YoY in Aug’25; valuations attractive at 35–40% below peak; Power Grid
& CESC seen as key beneficiaries (Positive)
- CLSA on Consumer Sector: Compare
latest metrics for key quick commerce (QC) players Three conclusions. Maintain
HC O-PF on Eternal & O-PF on Swiggy (Positive)
- Jefferies on Auto Sector: TVS, M&M
& Maruti followed by Eicher are Jefferies' top buys in the auto sector. (Positive)
- HSBC on India Strategy: Tariffs
won’t derail the market as direct impact on listed stocks seen limited (Positive)
- GS on GST Meet: Consumption driven
growth could be positive for Nestle, Emami, Dabur, HUL, Britannia and GCPL (Positive)
- MOSL on Auto Sector: Green
shoots in autos; 2Ws up 15% YoY, CVs +8.4%, tractors +27–28%; PVs weak on GST
delay; top picks Maruti & M&M (Neutral)
- Jefferies on GST Meet: Conversion
of "GST Cess" into "GST" should help GST rationalisation process
without impacting fiscal much (Neutral)
- Nuvama on Real Estate: Mumbai
housing sales dip in Aug’25, YTD at record high
(Neutral)
- HSBC on Coforge: Maintain Hold on
Company, target price at Rs 1850/Sh (Neutral)
Warm
Regards...
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