Fund
Houses Recommendations
- Citi on Reliance ind: Maintain Buy
on Company, raise target price at Rs 1805/Sh
(Positive)
- Macquarie on Tata Comm: Maintain
Outperform on Company, target price at Rs 2210/Sh (Positive)
- Jefferies on Chalet Hotels: Maintain
Buy on Company, target price at Rs 1070/Sh (Positive)
- Emkay on IPCA Labs: Maintain Buy on
Company, target price at Rs 1700/Sh (Positive)
- Antique on DOMS: Maintain Buy on
Company, target price at Rs 3250/Sh (Positive)
- Citi on HDFC AMC: Upgrade to Buy on
Company, raise target price at Rs 2850/Sh (Positive)
- Citi on Indus Tower: Maintain Buy on
Company, target price at Rs 500/Sh (Positive)
- Macquarie on ITC: Maintain Outperform
on Company, target price at Rs 500/Sh (Positive)
- CLSA on Hindalco: Maintain Outperform
on Company, target price at Rs 965/Sh (Positive)
- Kotak on Pidilite: Maintain Add on
Company, target price at Rs 1650/Sh (Positive)
- Emkay on Shree Cem: Maintain Buy on
Company, target price at Rs 33000/Sh (Positive)
- Emkay on JK Cem: Maintain Buy on
Company, target price at Rs 6900/Sh (Positive)
- Emkay on Star Cem: Maintain Buy on
Company, target price at Rs 280/Sh (Positive)
- Investec on SBFC Fin: Initiate Buy
on Company, target price at Rs 150/Sh (Positive)
- Jefferies on Pharma Sector: Key
Pipeline Projects Indian CDMOs Are Working On, Some Can Be Game-Changers.
Prefer Sai Life and Divis Lab (Positive)
- JP Morgan on Hotel sector: Oct
2025 – Seasonality showing up, strong Q3 in sight
(Positive)
- Jefferies on Industrials: Central govt
capex declined 28% YoY in Oct 2025 while YTD capex is still up 32% YoY vs
budget estimate (BE) of 7% YoY growth. YTD capex is tracking higher in road,
rail and defence (Positive)
- Emkay on Cement sector: Cement
demand stays flat to low single digits in Nov on labour shortages and
unseasonal rains, but green shoots seen in the last 7–10 days (Neutral)
- Jefferies on Cement sector: Muted
Month on Pricing as prices fell by 0.5% MoM. Q4 price improvement on better
demand (Neutral)
- JP Morgan on A.C. stocks: Competitive
landscape remains firm with significant capacity build-out which may weigh on
margin/return profiles (Neutral)
- BofA on PB Fintech: Maintain
Neutral on Company, target price at Rs 1980/Sh
(Neutral)
- Emkay on ACC: Maintain Sell on
Company, target price at Rs 1600/Sh (Neutral)
Warm
Regards...
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