Investment Insights from Leading Analysts

Brokerage Calls: Neutral on IndusInd Bank, Axis Bank, AU Small Fin Bank

UBS maintains a neutral stance on IndusInd Bank, Axis Bank, and AU Small Fin Bank, adjusting target prices due to revisions in earnings per share estimates.

Brokerage Picks: HDFC Bank, ICICI Bank, Federal Bank Stand Out

Top analysts name HDFC Bank, ICICI Bank, and Federal Bank as top picks in the banking sector, citing their strong fundamentals and growth potential.

Credit Quality Concerns: Non-Performing Loans on the Rise

UBS highlights increased risks for non-performing loans in commercial vehicle and business loans, leading to a reassessment of credit cost estimates for lenders.

Jefferies Upgrades Indian Oil: Refineries to Lead Growth

Jefferies assigns a "buy" rating to Indian Oil, anticipating a strengthening refining sector and the company's significant leverage to margin improvements.

Citi Rates Infosys Neutral: IT Demand and Digital Transformation

Citi remains neutral on Infosys, acknowledging improved demand outlooks and the company's focus on compliance and digital transformation initiatives.

Goldman Sachs Favors Syngene and Neuland Labs in Pharma

Goldman Sachs favors Syngene and Neuland Labs over Divi's, Gland, and Laurus, citing mixed trends in export data and lower margins for certain products.

DAM Capital Initiates Coverage on EPAC Durables: Strong Growth Potential

DAM Capital assigns a "buy" rating to EPAC Durables, recognizing its strong R&D, customer relationships, and strategic partnerships.

UBS Buy on HAL: Su-30MKI Order Boost

UBS assigns a "buy" rating to Hindustan Aeronautics Limited (HAL) following the company's major order for Su-30MKI aircraft, showcasing increased indigenization efforts.

Morgan Stanley's Market Outlook: Cyclical Stocks to Outperform

Morgan Stanley continues to back cyclical stocks over defensive sectors, highlighting opportunities in financials, consumer discretionary, industrial, and technology.

Jefferies Projects Nifty Target of 26,000 in 2025

Jefferies sets a target for the Nifty index at 26,000 for 2025, emphasizing strong market returns and the potential for large-cap dominance.

Investec Maintains Buy on Medplus: Expansion and Growth Initiatives

Investec maintains a "buy" rating on Medplus, lauding its plans for store expansion, successful generics offerings, and innovative diagnostic pilot projects.

Jefferies Questions Reliance Retail's Strategy: Need for Focused Approach

Jefferies suggests that Reliance Retail consider adopting a more focused strategy to capitalize on specific growth opportunities, such as Q-commerce.

Cement Companies Hike Prices: Demand Revival in Q4

Jefferies confirms price increases in the cement industry, signaling improved demand and a recovery in government capex projects.

CPI Data Analysis: Inflation Easing, Further Rate Cuts Expected

Analysts project continued disinflation in food prices and anticipate shallow rate cuts by the Reserve Bank of India in the coming months.