Brokerages view

IT Sector Enters Bear Territory: NIFTY IT Down 5% Amid Morgan Stanley Downgrade

2025-03-12 Niranjan Ghatule

Tata Motors: Brokerages Weigh In on JLR’s Growth, Cash Flow, and Future Challenges

2025-03-12 Niranjan Ghatule

ICICI Securities Double Upgrades Tata's This Stock to ‘Buy’ with a Target Price of ₹1,840; Stock Surges 8%

2025-03-11 Niranjan Ghatule

DIIs Set to Surpass FIIs in Indian Equity Ownership as Nifty Returns to 10-Year Average PE

2025-03-10 Niranjan Ghatule

The Indian stock market is witnessing a major shift as Domestic Institutional Investors (DIIs) are set to surpass Foreign Institutional Investors (FIIs) in equity ownership. At the same time, the Nifty 50 index has returned to its 10-year average Price-to-Earnings (PE) ratio of 18.1x, indicating a fair valuation.

IndusInd Bank Shares Drop 5% as RBI Approves CEO Reappointment – Here is What Brokerages Says

2025-03-10 Niranjan Ghatule

IndusInd Bank shares fell 5% after the Reserve Bank of India (RBI) approved the reappointment of CEO Sumant Kathpalia for only one year. This has raised concerns over leadership stability, prompting brokerages to revise their outlook on the stock.

Polycab Shares Surges 3%; Here's What Morgan Stanley Says on Polycab

2025-03-05 Niranjan Ghatule

This article covers key insights from Morgan Stanley’s report on Polycab, highlighting the company’s growth prospects and market dynamics. It discusses strong demand for cables and wires, inventory re-stocking, export momentum, copper price impact, and competitive advantages

Coforge Shares Surge 11% as Brokerages Maintain Bullish Stance on Mega Deal with Sabre; Here is What Brokerages Says on This Deal

2025-03-05 Niranjan Ghatule

Coforge shares surged 11% after the company announced its largest-ever deal—a 13-year contract with Sabre worth $1.56 billion. This deal is expected to significantly boost the company’s travel segment revenue and enhance its ability to secure large and mega deals.

This Domestic Brokerage Firm Sees 66% Upside In Tata Motors:Here is What Brokerage Firm Says On Tata Motors

2025-03-04 Niranjan Ghatule

This in-depth analysis explores Tata Motors Ltd.'s strong market position, financial performance, and growth outlook. With increasing EV penetration, record sales for Jaguar Land Rover, and strategic cost optimizations, Tata Motors is well-positioned for sustained growth.

India’s Stock Market Boom: Why This Expert Say Now is the Best Time to Invest!

2025-03-03 Niranjan Ghatule

This article explores insights shared by Morgan Stanley India MD, Ridham Desai, on India's economic transformation and its impact on stock market investments. With a growing middle class, increased energy consumption, and sound fiscal policies, India is poised for long-term growth, making it an attractive destination for investors.

Indian Markets Set for a 15% Surge? Chris Wood Predicts a Sharp Rally Ahead!

2025-03-02 Niranjan Ghatule

This article analyzes Chris Wood's recent insights on the Indian stock market, highlighting his forecast of a potential 15% rise in Sensex and Nifty over the next year. It covers key factors such as FII outflows, India's domestic economic growth, gold market trends, and US-China tensions. The article provides valuable perspectives for investors looking to navigate current market conditions and cap

Tata Motors Registers Total Sales of 79,344 Units in February 2025;EV sales down 23% for Second Month

2025-03-01 Niranjan Ghatule

Tata Motors reported total sales of 79,344 units in February 2025, marking an 8% year-on-year decline compared to February 2024. The company's commercial vehicle (CV) sales fell by 7%, while passenger vehicle (PV) sales dropped by 9%. Notably, electric vehicle (EV) sales declined by 23%, while international PV sales surged by 596%.

Zomato’s Big Bet: Bernstein Sees 35% Upside Amid Quick Commerce Boom!

2025-02-25 Niranjan Ghatule

Zomato continues to strengthen its leadership in India's quick commerce sector, with Bernstein maintaining an "Outperform" rating on the stock. The brokerage firm has set a target price of ₹310, reflecting a 35% upside potential. This article explores Zomato’s aggressive expansion, Blinkit’s breakeven challenges, rising competition, and why investors should adjust to the evolving market dynamics.