ZOMATO JEFFERIES
Hot Stocks: Brokerage view on Havells India, Apollo Hospitals, Zomato and TBO Tek
Top brokerage firms like Jefferies, Kotak Securities, and Goldman Sachs have issued ratings and targets for Havells India, Apollo Hospitals, and TBO Tek.
Hot Stocks: Brokerage view on Zomato, M&M, Vedanta and Infosys
JPMorgan maintained an overweight rating on Zomato with a TP of Rs 208. The brokerage said Zomato has been successful in some acquisitions, like Uber Eats India, Runnr, and Blinkit, while Nomura maintained a buy rating on M&M and raised the TP to Rs 3,374.
Jefferies' Wood picks GMR Airports, reduces weights in three banks
Wood said, in his weekly Greed & Fear newsletter, that the airport operator's introduction into its portfolio will be at the expense of the reduction of weights in ICICI Bank, HDFC Bank and Axis Bank.
Chris Wood of Jefferies picks GMR Airports, trims stake in 3 bank stocks
Jefferies' Global Head of Equity Strategy Chris Wood has added GMR Airports Infrastructure to India portfolio and reduced stakes in ICICI Bank, HDFC Bank, and Axis Bank.
Surprised by today's market rebound; expect near term caution in capex-led themes: Chris Wood
I think it is a bit premature to assume that because you have still got the horse trading. I mean, clearly the base case is that the current government remains in power with coalition partners and that is not a disaster. But the reality is the great virtue of the last 10 years has been clear government, consistent policies, and not having to worry about horse trading between parties, which is always a feature of coalition governments.
We remain very positive on capital goods, defence, and manufacturing: Hemant Shah
Notably, multinational companies in this sector, such as those in bearings and chemicals, have posted exceptionally strong numbers. Therefore, we remain very positive on capital goods, defence, and manufacturing.
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Zomato shares fall 6% on ESOP headache but target prices rise up to Rs 280. Should you buy, sell or hold?
Zomato Stock Price: Despite positive target price revisions from brokerages such as CLSA, Jefferies, Bernstein, and Elara, shares of foodtech platform Zomato experienced a decline of up to 6% to Rs 182.10 on Tuesday. CLSA raised the target price to Rs 248, Bernstein to Rs 230, Jefferies to Rs 230, and Elara Capital set the highest target at Rs 280 per share, all in response to the impressive Q4 results.
Hot Stocks: Brokerages view on AB Capital, Zomato, UPL and Varun Beverages
BofA Securities upheld a buy rating for Varun Beverages, while Jefferies suggested buying Zomato. AB Capital received an Equal Weight rating from Morgan Stanley, and Motilal Oswal advised a neutral stance on UPL.
JSW Energy shares jump nearly 6% after Q4 results. Here’s what brokerages say
JSW Energy Share Price: JSW Energy shares surged 5.8% on BSE after Q4 results. Brokerages raised target prices, with Jefferies maintaining a buy rating at a Rs 690 target price.
Top 10 stocks to buy before Sensex grows from 75,000 to 1 lakh
Sensex anticipates 1 lakh in 5 years, projected at 1.5 lakh by 2029. Market surge backed by diverse investors. Various stock upgrades and predictions indicate promising growth potential in the market.
Amber, Ambuja Cement, Axis Bank and Bharti Airtel among Jefferies' top picks
"India's capex cycle has turned from its FY20 bottom, and should last another five-plus years as the housing and corporate capex cycle play out," it said.
Jefferies picks 11 stocks that can deliver 15-25% CAGR return for 5 years
Global brokerage firm Jefferies has released a list of 11 stocks that it believes can deliver 15-25% CAGR over the next five years. Stocks with the highest upside include Macrotech, Axis Bank, Max Healthcare and Amber.
Will Nykaa's performance tread the Zomato path?
Zomato posted a significant improvement in unit economics/margins which were instrumental in driving upgrades and the consequent stock performance, Nuvama said.
Hot Stocks: Brokerage view on Zomato, Gujarat Gas, RIL and RBL Bank
Brokerage firm Axis Capital initiated coverage on RBL Bank with an add rating, Jefferies maintained a buy on RIL, UBS upgraded Gujarat Gas to neutral and UBS maintained a buy rating on Zomato.
Hot Stocks: Brokerage views on Max Financial, Vedanta, GAIL India and Zomato
Macquarie maintained an underperform rating on Zomato but raised the target price to Rs 96. The brokerage said that Zomato demonstrated improved unit economics, while also showing stronger growth in quick commerce in the past few quarters.
Hot Stocks: Brokerages view on Hindalco, Biocon, Schaeffler India and Zomato
Brokerage firm Nuvama maintained a hold rating on Hindalco, Jefferies downgraded Biocon to underperform, Elara Capital recommended an accumulate rating on Zomato and Sharekhan recommended a buy rating on Schaeffler India.
Chris Wood of Jefferies buys Airtel to pare stake in RIL, HDFC Bank
Chris Wood, in his Greed & Fear weekly newsletter, said he was pleasantly surprised at the Budget which was almost devoid of vote-buying populism despite coming just ahead of the Lok Sabha elections later in the year. In Wood's global long-only portfolio, the investment in HDFC Bank will be reduced by two percentage points, while the investments in Axis Bank and TSMC will be increased by one percentage point each.
Jefferies’ Chris Wood removes Bajaj Finance, raises weight of Zomato, 3 more stocks
The increase in weight of Zomato in Wood's India long only portfolio comes on the back of strong quarter-on-quarter earnings by the food delivery app.
ICICI Bank, Zomato, Mamaearth among 27 buy recommendations from Jefferies
With the September quarter earnings season having come to an end without any major negative setbacks, global brokerage firm Jefferies has released its list of 27 top buy ideas. Here's a look at the top picks across sectors:
Zomato, Tata Motors, Mamaearth among top 21 bets for Jefferies as India prospects bright
Besides, the brokerage has also shared the list of companies it remains bearish on given the challenges and risks to earnings growth. These are Tech Mahindra, Cummins India, Asian Paints, Gujarat Gas, and Tata Power.
Swiggy tests bundling for ‘One’ subscriptions, experiments with pricing tiers
Food-delivery major Swiggy is working with banking and telecom firms to roll out bundled plans that include Swiggy One subscriptions. The company is also experimenting with different pricing and service tiers for the subscriptions, people in the know of the matter told ET.
Jefferies picks ICICI Bank, Zomato, Tata Motors & 19 others as its top stock bets
Jefferies has increased its weight on the financials from an earlier 25.9 to 31 with an 'Overweight' stance. Its top pick remains ICICI Bank followed by Axis Bank and IndusInd Bank for respective targets of Rs 1,240, Rs 1,200 and Rs 1,750. Other picks include ICICI Prudential Life Insurance Company, Bajaj Finance, Cholamandalam Finance, SBI Cards and Payment Services.
Jefferies’ Chris Wood increases bet on Zomato, reduces investment in ONGC
Christopher Wood will increase investment in Zomato by one percentage point. This will be done by cutting investments in Oil and Natural Gas Corporation. Wood had previously added Zomato to his India long-only portfolio a month ago with a 4% weight. He has also made adjustments to his portfolio removing HDFC Life Insurance and increasing the allocation to Nvidia, Alibaba, and TSMC in his global long-only equity portfolio
ONDC to launch revised incentive structure from June 1
Under the new scheme, the maximum discount that can be offered per order has been limited to Rs 100, compared to Rs 125 earlier. Further, the discount will only be offered to users whose order value is more than Rs 200 in the case of food orders, and Rs 300 in the case of other products.
Jefferies’ Chris Wood adds Zomato to India portfolio; HDFC Life makes exit
Christopher Wood, Jefferies’ Global Head of Equity Strategy, has added Zomato to his India and global long-only equity portfolios. The weight of the stock in the India portfolio will be 4%, with a 2% increase in REC. Zomato is replacing HDFC Life Insurance, which has been removed. Wood has also added Zomato and SBI Life Insurance to his Asia ex-Japan portfolio, removing HDFC Life Insurance and Standard Chartered. Jefferies will pay for the global long-only equity portfolio's inclusion of Zomato by shaving off investments in Alibaba and IVZ each by 2% points.
ONDC may not match Zomato-Swiggy scale: Jefferies; Twitter set to get new CEO
The government-backed ONDC may be many things, but as things stand, it cannot match the benefits of scale food delivery majors Zomato and Swiggy bring to the table, brokerage firm Jefferies has said.
ONDC benefits may not be enough to offset Zomato, Swiggy scale: Jefferies
It is unsustainable for ONDC-enabled apps to offer higher discounts or lower delivery charges in the absence of the incentives funded by the platform, the brokerage noted. ONDC itself would take time to become viable, it added.
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