Sirali Gupta

Motilal Oswal stays 'Neutral' on Dabur amid geopolitical risks; trims EPS

The brokerage said geopolitical uncertainty is beginning to weigh on Dabur's international business, particularly due to supply-chain disruptions around key shipping routes

Gas shortage: Why Nomura sees 'negligible impact' on HUL, ITC, Dabur?

Nomura's top picks include Britannia and Titan. It also prefers Marico, Tata Consumer, Godrej Consumer, Asian Paints and United Spirits

Systematix prefers RIL, Petronet LNG, Gulf Oil as crude scales $100/bbl

The brokerage noted that upstream players benefit from stronger realisations, while integrated players, such as Reliance, can be supported by stronger refining and petrochemical economics

Strait of Hormuz blockade: Can it lift Reliance Industries' O2C earnings?

Brokerages are upbeat on RIL, pointing to elevated cracks and spreads supporting margins during the conflict period

UBS sees 45% upside in Eureka Forbes; says market under-appreciating stock

UBS has initiated coverage on Eureka Forbes with a 'Buy' rating and 12-month target price of ₹640, implying 44.6 per cent upside from current levels

ICICI Securities lowers CDSL target on higher costs, slower KYC arm growth

ICICI Securities has trimmed its target price on Central Depository Services (CDSL) to ₹1,180 from ₹1,500, while maintaining a 'Hold' rating

Geojit does a U-turn on Muthoot Finance stock; what suddenly happened?

Geojit Investments has upgraded Muthoot Finance stock to 'Hold' from 'Sell' with an upward revision in target price to ₹3,478 per share from ₹3,350

Why M&M, Maruti Suzuki, TVS Motor & other auto stocks falling today?

Among others, Bharat Forge, TVS Motor, and Tata Motors Passenger Vehicles slipped over 3 per cent

Canara HSBC Life Insurance newly rated 'Buy' at Centrum; 19% upside seen

Centrum's thesis rests on Canara HSBC Life's distribution advantage through its promoter banks-Canara Bank and HSBC-which supports alignment and steady business sourcing

NBFC stock picks: Why Ambit prefers Tata Capital, SHFL over Bajaj Finance

Competition in affordable home loans intensified as industry players are waiving login fees to drive volumes, even as the sector's risk appetite remains elevated

Phillip Capital starts 'Buy' on Gabriel India; sunroofs to drive margin

Gabriel, a Pune-based auto components company established in 1961, has evolved from a single-product shock absorber maker into a more diversified player

InCred Equities sees "buy on dips" in AMCs; bets on Nippon Life, UTI AMC

InCred Equities suggested that any softness in select AMC stocks due to current market volatility presents a "good opportunity to add" to positions.

IHCL, ITC Hotels: Nomura sees 8-9% YoY ADR growth despite West Asia woes

In February, Lemon Tree Hotels shares plunged 16 per cent, Chalet Hotels tanked 14 per cent, Indian Hotels Company (IHCL) slipped 5 per cent and ITC Hotels fell 8 per cent

Jio Financial Services newly rated 'Buy' at Motilal Oswal; 38% upside seen

Motilal Oswal has initiated a 'Buy' with a target of ₹320, which implies nearly 38 per cent upside from previous close; here's why

New gas order 2026: Nomura decodes impact on MGL, IGL, Gujarat Gas, GAIL

Mahanagar Gas (MGL) and Indraprastha Gas (IGL) are less vulnerable compared to Gujarat Gas, according to Nomura

HKC JV approval removes overhang, may boost Dixon Technologies' margins

Dixon Technologies shares surged after MeitY approved its joint venture with HKC Overseas to manufacture display modules, with analysts expecting improved margins and value addition

Dixon Technologies gains 13% on getting approval for JV with HKC Overseas

The buying on the counter came after Ministry of Electronics and Information Technology approved Dixon Tech's joint venture (JV) with HKC Overseas to manufacture display modules

Nifty Auto rises 2% as crude corrects; Hero MotoCorp, TVS, Eicher rally

Auto stock: Individually, among others, Hero MotoCorp, TVS Motor Company, Samvardhana Motherson International, Sona BLW Precision Forgings, Uno Minda, and Ashok Leyland climbed over 3 per cent

Gold, silver ETFs gain up to 4% as precious metals rise amid weak dollar

At 10:48 AM, among others, DSP Silver ETF and Axis Silver ETF up 4 per cent each

Nirmal Bang upbeat on stationery stocks; initiates 'Buy' on Linc, DOMS

Nirmal Bang has initiated a 'Buy' on DOMS Industries, Flair Writing Industries, and Linc, while maintaining a 'Hold' on Kokuyo Camlin Ltd.