HOT STOCKS
Hot stocks: Brokerage view on Paytm, Vodafone Idea and Jana Small Finance Bank
Brokerage firms UBS, Jefferies, Citi, and Investec have offered varied ratings on Indian stocks. UBS and Jefferies give Paytm neutral and hold ratings, citing regulatory progress. Citi maintains a buy call on Vodafone Idea. Investec starts coverage on Jana Small Finance Bank with a buy rating, expecting strong earnings growth.
Hot stocks: Brokerage view on L&T Finance, IndiGo and Zydus Lifesciences
Axis Capital has downgraded IndiGo from a buy rating to an add rating, though it has raised the target price to Rs 5,100 from Rs 4,700. The downgrade reflects limited upside potential, with Axis Capital highlighting supply-side issues and noting that further improvement may be constrained as load factors are already at an optimal level of 80%.
Hot stocks: Brokerages on DMart, Indegene, Indus Towers, Tata Motors and ONGC
JPMorgan has maintained an "Overweight" rating on Tata Motors with a target price of Rs 1,250. Although JLR experienced a 1% year-over-year decline in July 2024 retail sales, China inventories are well-managed, and US inventories and incentives remain stable.
Hot stocks: Brokerage view on Reliance, Apollo Hospitals, Zydus Life and L&T
Several brokerage firms provided ratings on notable companies. CLSA rated Reliance as Outperform with a Rs 3,300 target. Nomura downgraded Apollo Hospitals to Neutral, targeting Rs 6,856. Citi maintained a Sell rating on Zydus Life with a Rs 890 target. BofA issued a Buy rating on L&T at Rs 4,043, anticipating margin expansion.
Hot stocks: Brokerage take on TVS Motor, Oberoi Realty, Phoenix Mills and DLF
UBS has maintained a buy rating on TVS Motor, raising the target price to Rs 3,200 from Rs 3,000. They view the new Jupiter model as a significant upgrade over its predecessor and its competitors at a similar price point. UBS expects the new Jupiter to drive an additional 15,000-20,000 units in volume, representing 7% of domestic 2W volumes and 5% of total TVS volumes.
Hot stocks: Brokerage view on Shyam Metalics, IndiGo, Vedanta, Zomato and Paytm
Brokerage firms have issued diverse stock recommendations: UBS endorsed Shyam Metalics as a buy, Jefferies upgraded IndiGo and Zomato to buy, CLSA maintained Vedanta at outperform, and Citi kept a sell rating on Paytm but increased its target price. The firms pointed to strong growth prospects and strategic moves influencing their ratings.
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Hot stocks: Brokerage view on Cyient, Varun Beverages and Avenue Supermarts
JP Morgan maintained an overweight rating on Cyient, targeting Rs 2,100. BofA continued to favor Varun Beverages with a target of Rs 1,840, citing strong fundamentals. UBS retained a buy rating on Avenue Supermarts, setting a target price of Rs 6,000 due to strong demand and sales growth.
Hot Stocks: Brokerage view on HCLTech, Reliance, TCS and IndusInd Bank
JPMorgan has maintained a neutral rating on HCLTech with a target price of Rs 1,510. The recent CFO succession, while surprising, is expected to proceed smoothly. Prateek, who held the CFO position for six years, had been with HCLTech for 13.5 years in total.
Hot Stocks: Brokerage view on Patanjali, Glenmark Pharma, Voltas and Sunteck Realty
Top brokerage firms have issued buy recommendations for several companies. Systematix Equities recommended Patanjali Foods citing growth potential. Motilal Oswal upgraded Glenmark Pharma. Jefferies maintained buy ratings on Voltas and Sunteck Realty after favorable operational results and encouraging future projections.
Hot stocks: Brokerage view on Zomato, Ola Electric, M&M and HAL
Morgan Stanley has maintained an overweight rating on Zomato with a target price of Rs 278. Recent news indicates growing competitive intensity in the quick commerce sector, which underscores the increasing significance of the QC channel. While Morgan Stanley acknowledges that this heightened competition could impact profitability, they view maintaining market leadership as crucial, even if it requires delaying profitability.
Hot stocks: Brokerage view on Hindalco, Hero Motocorp, Max Financial, Apollo Hospitals and Nykaa
Top brokerage firms shared their latest stock ratings: JP Morgan recommended Hindalco and Apollo Hospitals, highlighting robust expansions and increased occupancy rates. Goldman Sachs suggested selling Hero Motocorp due to revenue shortfalls. Jefferies and Investec advised buying Max Financial and Nykaa, seeing growth potential. Detailed analysis and future projections backed these recommendations.
Hot stocks: Brokerage view on Aavas Financiers, ONGC and Honasa
Citi, Jefferies, and Goldman Sachs released updated stock ratings for Avas Financiers, ONGC, and Honasa Consumer. Citi and Jefferies maintained buy ratings on ONGC with higher target prices. Goldman Sachs initiated coverage on Honasa Consumer with a promising buy rating, highlighting significant growth opportunities in India's beauty sector.
Hot stocks: Brokerage view on Jubilant Foodworks, Trent, Grasim, Honasa and Siemens
Brokerage firms delivered varied ratings: CLSA on Jubilant Foodworks with underperform, Jefferies held Trent with an increased target, Citi saw buying potential in Grasim, and Kotak Equities advised selling Siemens. Jefferies continued a buy rating on Honasa. Each rating reflected recent performance and anticipated market trends.
Hot stocks: Brokerage view on IndusInd Bank, Lupin, Aadhar Housing, Page Industries and Eicher
Morgan Stanley retains an Overweight rating on IndusInd Bank with a target price of Rs 1,780. The firm expects the stock to outperform the industry in the next 15 days despite recent corrections due to weak volume growth and PPoP progression. The bank's strong asset quality in Q1 and confidence in meeting FY25 asset quality guidance make the current valuation attractive.
3 PSU bank stocks may find hot seats in Nifty Bank, Junior Nifty
If Canara Bank shares are included in the banking index, the announcement of which is expected later on in the month from NSE Indices, it could lead to passive inflows worth about $45 million in the PSU bank stock.
Hot stocks: Brokerage view on Tata Power, Cummins, PFC and PB Fintech
Axis Capital maintained an Add rating on Tata Power and raised the target price to Rs 500 from Rs 358. Investec also increased its target price to Rs 467 from Rs 412, maintaining a Hold rating. Tata Power, benefiting from strong management and a potential discom privatization push, aims to add 5.3 GW of RES and execute 3 GW of EPC projects.
Hot stocks: Brokerage takes on Birlasoft, Airtel, IndiGo and Marico
Macquarie and UBS both maintain Neutral ratings on Airtel, with target prices of Rs 1,280 and Rs 1,530, respectively. The company saw softer growth, with PAT exceeding expectations due to one-offs and EBITDA margin expansion from lower network costs. However, ARPU misses and enterprise performance could impact sentiment.
Hot stocks: Brokerage view on SBI, Amara Raja and UPL
SBI showed healthy loan growth and stable asset quality with the lowest retail slippages among large banks. Its loan-to-deposit ratio is 69%, below the sector average. Core NIM improved by 6 basis points QoQ. Nuvama has a positive outlook, and fresh equity from SBI could address stock concerns.
Hot Stocks: Brokerage view on ITC, Sun Pharma, Adani Ports, Zomato and Dabur
Jefferies has maintained a buy rating on ITC with a target price of Rs 585. The 3% growth in cigarette business volume met expectations, and stable taxation suggests continued momentum in the coming quarters. However, other segments fell short in terms of revenues and margins.
Hot stocks: Brokerage view on Coal India, Tata Steel, Maruti Suzuki and M&M
CLSA has reiterated its 'Outperform' rating on Coal India and increased the target price to Rs 580 from Rs 480. The firm noted that the first quarter was robust operationally, driven by lower costs. It anticipates continued resilient volume growth in the near term and, with a 5% dividend yield, considers the risk-reward profile to be compelling.
Hot stocks: Brokerage view on GAIL, IOCL, Macrotech Developers and Tata Consumer
Citi has maintained a "buy" call on GAIL, setting a target price of Rs 250. In Q1 results, the company saw a strong performance driven by transmission and trading, with notable gains in gas transmission volumes and margins. Gas trading also performed well, though the petchem and LPG segments fell short of expectations.
Hot stocks: Brokerage view on BEL, HPCL, Colgate, ACC and MCX
UBS downgraded BEL to Neutral but raised the target price to Rs 340. They see positives factored into the stock, leaving little room for surprises, but remain cautiously optimistic about earnings and growth.
Hot Stocks: 4 stocks that may give returns between 12-25%
A look at some of the stock recommendations by analysts of late. These stocks are expected to return between 12% and 25% as per analysts’ price targets.
Hot stocks: Brokerage view on Ramco Cements, Tech Mahindra, Laurus Labs, Syngene and Cyient
Citi has maintained a sell call on Ramco Cements, raising the target price to Rs 750 from Rs 735. Despite stable EBITDA per ton, Ramco has lost market share by not selling at significantly lower prices. The stock is expected to underperform until the company resolves the conflict between market share and pricing.
Hot stocks: Brokerage view on United Spirits, Tata Motors, L&T, Axis Bank and Federal Bank
Nuvama upgraded United Spirits to buy, raising target price to Rs 1,630 from Rs 1,195, citing strong cost controls and healthy margins. Reasons include margin outperformance, growth potential in premium categories, upcoming festive season, H2 demand recovery, Karnataka tax benefits, Andhra policy changes, and potential India-UK FTA.
Hot stocks: Brokerage view on HUL, Zensar Tech, Kajaria Ceramics, Torrent Pharma, ICICI Pru and Bajaj Finance
Investec has maintained a hold rating for HUL and increased the target price to Rs 2,797 from Rs 2,439. The company's Q1 performance slightly exceeded expectations across all metrics, with anticipated gradual improvement. Categories such as UVG were affected by Personal Care and Foods, while premium categories are expected to show stronger growth moving forward.
Hot stocks: Brokerage view on Kotak Mahindra Bank, HDFC Bank and PVR Inox
Nuvama advises holding Kotak Bank with a target of Rs 1,650. Despite a NIM decline from higher CoF and less unsecured loans, PAT rose 51% QoQ with a post-tax gain. RBI gaps are being addressed, and the CEO aims for mid-teens growth in unsecured loans.
Hot stocks: Brokerage view on Infosys, Dalmia Bharat, Havells and ONGC
Citi has maintained a neutral rating on Infosys but increased the target price significantly from Rs 1,550 to Rs 1,850. This suggests they expect the stock price to rise, albeit without a strong buy recommendation. The guidance for future revenue growth was revised to 3-4%, partly due to recent acquisitions.
Hot stocks: Brokerage view on HCL Tech and Avenue Supermarts
Nomura raised HCL Tech's target to Rs 1,720, citing Q1FY25 beat expectations. Investec, maintaining a sell view with a Rs 1,312 target, noted inline results with concerns over EBIT%.
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