Tuesday, September 23, 2025

Fund Houses Update - 23 September 2025


Dear Trader...

Fund Houses Recommendations

  • Nomura on Hyundai: Maintain Buy on Company, target price at Rs 2846/Sh (Positive)
  • Jefferies on Patanjali: Maintain Buy on Company, raise target price at Rs 695/Sh (Positive)
  • Jefferies on Vishal Mega Mart: Maintain Buy on Company, target price at Rs 175/Sh (Positive)
  • Citi on Shree Cement: Maintain Buy on Company, target price at Rs 35500/Sh (Positive)
  • MOSL on AU SFB: Maintain Buy on Company, target price at Rs 875/Sh (Positive)
  • MOSL on Tata Consumer: Maintain Buy on Company, raise target price at Rs 1300/Sh (Positive)
  • MOSL on Tata Steel: Maintain Neutral on Company, raise target price at Rs 180/Sh (Positive)
  • Nuvama on Gujarat Fluoro: Maintain Buy on Company, raise target price at Rs 5298/Sh (Positive)
  • JP Morgan on L&T: Maintain Overweight on Company, target price at Rs 4240/Sh (Positive)
  • Nomura on JSW Steel: Maintain Buy on Company, raise target price at Rs 1300/Sh (Positive)
  • Nomura on JSPL: Maintain Buy on Company, raise target price at Rs 1150/Sh (Positive)
  • HSBC on Axis Bank: Maintain Buy on Bank, raise target price at Rs 1340/Sh (Positive)
  • HSBC on Phoenix Mills: Maintain Buy on Company, target price at Rs 2000/Sh (Positive)
  • Avendus on Premier Energies: Initiate Add on Company, target price at Rs 1100/Sh (Positive)
  •  Jefferies on Consumer Finance: Shriram Finance expects growth to hold up at 15-16% and sees credit cost <2.2% in FY26 (Positive)
  • Nomura on Steel Sector: China stimulus hopes & rising domestic prices seen as positive indicators. EBITDA CAGR of 25-27% projected over FY25–28 (Positive)
  • Jefferies on Logistic stocks: Adani Ports and JSW Infra are top picks (Positive)
  • CLSA on Power stocks: It’s time to buy select Indian regulated utilities. India’s power mkt, the 3rd largest in the world is likely to see a demand uptick in H2FY26. NHPC, NTPC and CESC inexpensive regulated entities (Positive)
  • Jefferies on India Strategy: Impact of GST cuts to potentially impact Sep activity also, but strong pickup expected in Oct. (Neutral)
  • Jefferies on Financial Sector: Life Insurance see the near-term impact of GST exemption but don't see risk to FY27-28 (Neutral)
  • UBS on Bandhan Bank: Maintain Neutral on Bank, cut target price at Rs 188/Sh (Neutral)

Warm Regards... 

Nikhil Bhatt
Business Editor
Investment Point
Contact :- 99390 80808
www.nikhilbhatt.in 

Join Channel :- https://whatsapp.com/channel/0029VaVkaZX8Pgs7nE7Hk33O

The securities quoted are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read and agree Disclaimer and related all the documents carefully before investing, mentioned on www.nikhilbhatt.in

No comments:

Post a Comment