31.01.2022 - CLSA on MFSL Maintain Buy CMP 913 Target 1300(PREV TGT 1350
Pidilite
28.01.2022 - CS on Pidilite Maintain Underweight CMP 2464 Target 1950
28.01.2022 - CLSA on Pidilite Maintain Sell CMP 2464 Target 2115
RAMCOCEM
25.01.2022 - CLSA on RAMCOCEM Maintain Underperform from Outperform CMP 896.10 Target 970(PREV TGT 1180
SBILIFE
SBILIFE
24.01.2022 - Nomura on SBILIFE Maintain Buy CMP 1241 Target 1625
24.01.2022 - CLSA on SBILIFE Maintain Buy CMP 1241 Target 1800
HDFCLIFE
HDFCLIFE(HDFC Life Insurance Company Limited)
24.01.2022 - Jefferies on HDFCLIFE Maintain Buy CMP 641 Target 820
24.01.2022 - Nomura on HDFCLIFE Maintain Buy CMP 641 Target 750
Mphasis
31.01.2022 - CITI on Mphasis Maintain Buy CMP 3102 Target 3375
21.01.2022 - MS on Mphasis Maintain Overweight CMP 3051 Target 3900
ICICIPRULI
ICICIPRULI
19.01.2022 - MS on ICICIPRULI Maintain Overweight CMP 608 Target 800
19.01.2022 - CLSA on ICICIPRULI Maintain Buy CMP 608 Target 750
19.01.2022 - CS on ICICIPRULI Maintain Underperform CMP 608 Target 520
ULTRACEMCO
ULTRACEMCO
18.01.2022 - CS on Ultratech Maintain Outperform CMP 7870 Target 9250
18.01.2022 - CITI on Ultratech Maintain Buy CMP 7870 Target 9100
18.01.2022 - GS on Ultratech Maintain Buy CMP 7870 Target 9000
18.01.2022 - Jefferies On Ultratech Maintain Hold CMP 7870 Target 8100
18.01.2022 - CLSA on Ultratech Maintain Buy CMP 7870 Target 9175
18.01.2022 - BOFA on Ultratech Maintain Buy CMP 7870 Target 8900
BOFA(Bank of America Corporation)
11.02.2022 - BOFA on Zomato Maintain Buy CMP 94 Target 115
11.02.2022 - BOFA on M&M Maintain Neutral CMP 853 Target 920
08.02.2022 - BOFA on Tatasteel Maintain Buy 1194.95 Target 1430
18.01.2022 - BOFA on Ultratech Maintain Buy CMP 7870 Target 8900
13.01.2022 - BOFA on Tatamotors Maintain Neutral CMP 650.05 Target 525
13.01.2022 - BOFA on WIPRO Maintain Underperform CMP 650.05 Target 700
Bharatforg
11.02.2022 - Nomura on Maintain Buy CMP 730 Target 1006
12.01.2022 - CLSA on Bharatforg Maintain Downgrade Sell from buy CMP 769.70 Target 690
12.01.2022 - CLSA on Bharatforg Maintain Downgrade Sell Target 690
Heromotoco
14.02.2022 - JpMorgain on Heromotoco Maintain Overweight CMP 2719 Target 3025
14.02.2022 - CLSA on Heromotoco Maintain Outperform CMP 2719 Target 2947
11.02.2022 - Jefferies on Heromotoco Maintain Hold CMP 2734 Target 2560
07.01.2022 - JPMorgan on Heromotoco Maintain Overweight Target 2900
SRF
28.01.2022 - Jefferies on SRF Maintain Unerperform CMP 2355 Target 1940(PREVTGT 1840)
07.01.2022 - UBS on SRF Maintain Upgrade Target 3000
ELECTRICALS Sector
JEFFERIES ON ELECTRICALS : 06.01.2022
* Jefferies believes consensus is underestimating revenue growth as estimates are lower in electricals sector. Relevant Capex should rise at 10% CAGR in FY19-24E vs 5% in FY15-19
* Believe Consensus Is Underestimating Revenue Growth As Estimates Are Lower
* Relevant Capex Should Rise At 10% CAGR In FY19-24e Vs 5% In FY15-19
* Eight Out Of Our 10 Cos Are Buy Rated, Except Cummins & BHEL
* L&T, Siemens & Thermax Are Top Picks
REALTY Sector
JEFFERIES ON REALTY : 06.01.2022
* Jefferies on Realty: Indian residential property cycle will enter its 2nd positive year in 2022
* Indian Residential Property Cycle Will Enter Its 2nd Positive Year In 2022
* 8-yr Low Inventories & Affordability Imply 10% Ind Vol And 5 10% Price Hikes
* Office Occupancy Should Also Rise As WFH Reverses, Rental Uptick Could Be Lagged
* Any Rate Hike Driven Scare In Property Stocks Would Be A Buying Opportunity
* Godrej Properties, Macrotech Developers (Lodha) & Prestige Are Preferred Picks
Thermax
07.02.2022 - Jefferies on Thermax Maintain Upgrade to Buy from Underweight CMP 2039.60 Target 2575 from Rs.790
06.01.2022 - Jefferies On Thermax Maintain Upgrade Buy Target 2575
Laurus Labs
31.01.2022 - Jefferies on Laurus Labs Maintain Buy CMP 499 Target 625
05.01.2022 - Jefferies on Laurus Labs Maintain Buy Target 628
Gland Pharma
24.01.2022 - Jefferies on Gland Pharma Maintain Buy CMP 3568 Target 4578
24.01.2022 - Nomura on Gland Pharma Maintain Neutral CMP 3568 Target 3809
05.01.2022 - Jefferies on Gland Pharma Maintain Buy Target 4566
Jindal Steel and Power Ltd(JSPL)
05.01.2022 - CLSA on JSPL Maintain Buy CMP 388 Target 576
05.01.2022 - CLSA on JSPL Maintain Buy Target 576
UTILITIES
CITI ON UTILITIES : 04.01.2022
* Citi on Utilities: The base case is that Discom reforms are unlikely in the near future. Regulated utilities & well-run IPPS will continue to insulate
* Base Case Is That DISCOM Reforms Are Unlikely In The Near Future
• 2022 May Be A Repeat Of The Past - Distribution Space To Remain Challenged
* Regulated Utilities & Well-Run IPPS Will Continue To Insulate
• NTPC, Power Grid & CESC Remain Top Picks
Maruti
17.02.2022 - CLSA on Maruti Maintain Sell CMP 8583 Target 6440
27.01.2022 - CS on Maruti Maintain Outperform CMP 8603 Target 10389
27.01.2022 - Macquarie on Maruti Maintain Outperform CMP 8603 Target 9753
27.01.2022 - CITI on Maruti Maintain Outperform CMP 8603 Target 10000
27.01.2022 - Gs on Maruti Maintain Outperform CMP 8603 Target 10100
27.01.2022 - CLSA on Maruti Maintain Sell CMP 8603 Target 6440
27.01.2022 - KotakInstl On Martui Maintain Sell CMP 8603 Target 7800
18.01.2022 - GS on Maruti Maintain Buy CMP 8266 Target 9100
18.01.2022 - CLSA on Martui Maintain Sell CMP 8266 Target 6420
03.01.2022 - GS on Maruti Buy, TP Rs 9000
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