Fund
Houses Recommendations
- BofA on United Spirits: Maintain Buy
on Company, target price at Rs 1630/Sh (Positive)
- MS on Indusind Bank: Upgrade to Equal
weight on Bank, raise target price at Rs 785/Sh
(Positive)
- JP Morgan on Pidilite: Maintain
Overweight on Company, target price at Rs 1700/Sh
(Positive)
- JP Morgan on VMM: Maintain Overweight
on Company, target price at Rs 158/Sh (Positive)
- JP Morgan on Marico: Maintain Overweight
on Company, target price at Rs 800/Sh (Positive)
- Nuvama on JSPL: Maintain Buy on
Company, target price at Rs 1426/Sh (Positive)
- MS on JSW Steel: Maintain Overweight
on Company, target price at Rs 1300/Sh (Positive)
- Jefferies on HUL: Maintain Buy on
Company, target price at Rs 3000/Sh (Positive)
- MS on Oil Marketing PSUs: Meeting with
Hon'ble Minister of Petroleum and Natural Gas. Government focus on improving
market caps for energy SOEs was clear. Stable fuel pricing; cooking gas in
recovery: (Positive)
- MS on India Strategy: Positive –
underperformance, better relative valuations, weak FPI positioning, shorts in
the derivatives market, and improving growth momentum
(Positive)
- MS on IT Sector: Expect Infosys to
move from 1-3% to 2.5%-3% YoY in cc terms for FY26 (Neutral)
- MS on Paint Sector: Breadth of
product availability continues to improve for Birla Opus (Neutral)
- HSBC on Pharma Sector: US
administration announces 100% tariff on imports of patented drugs from 1 Oct,
unless firms build plants locally. Among Indian companies, only Sun Pharma has
sizeable sales from patented drugs in the US (c17% of FY25 revenue) (Neutral)
- CLSA on Steel Sector: Indian steel
stocks have defied expectations by outperforming broader index over past year,
despite consistent earnings downgrades. While structural caution remains,
despite elevated valuations, immediate downside catalysts seem limited. (Neutral)
- CLSA on PayTM: Maintain
Underperform on Company, target price at Rs 920/Sh
(Neutral)
- CLSA on SBI Cards: Maintain
Underperform on Company, target price at Rs 800/Sh (Neutral)
- MS on HUL: Maintain Equal
weight on Company, target price at Rs 2335/Sh
(Neutral)
- BofA on HUL: Maintain Neutral on
Company, target price at Rs 2840/Sh (Neutral)
- BofA on Delhivery: Maintain Neutral on Company, target price at Rs 500/Sh (Neutral)
Warm Regards...
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