ZOMATO JEFFERIES
Hot Stocks: Brokerage take on TCS, Zomato, Federal Bank, ABB, Vedant Fashions and Prestige Estates
Jefferies upgraded TCS post Q1 earnings, increasing its target. UBS reviewed Zomato, Federal Bank, and ABB India. Morgan Stanley reaffirmed 'Buy' for Prestige Estates, while Axis Capital downgraded Vedant Fashions.
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.
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.
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.
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.
Load More
