Page 14 - Sirali Gupta

Hindustan Zinc, Vedanta up 3% each; Emkay attributes surge to silver prices

The brokerage believes Hindustan Zinc/Vedanta's exposure to silver is underpriced, as the consensus expectations trail the strong move in silver in recent months

Defence, PSBs, auto, & metal indices outpace Nifty50 in CY25; what's next?

PSBs have benefited from the Reserve Bank of India's (RBI) cumulative 100 basis points (bps) repo rate cut in three tranches till June 2025, and liquidity measures that lowered borrowing costs

Latent View Analytics shares advance 4%; PL Capital sees 42% upside

Latent View operates as a pure-play data analytics and AI (DAAI) services provider across technology, financial services, consumer/retail, and industrial domains

Firstsource Solution shares rise 4%; JM Financial sees 13% upside

JM Financial Institutional Securities is upbeat on the company's strong turnaround under CEO Ritesh Idnani (appointed August 2023).

Brokerages mixed on Tata Motors post analyst meet; key takeaways here

Emkay believes the potential acquisition of Iveco could significantly scale up Tata Motors' commercial vehicle (CV) business, with South America (SA) revenues potentially expanding to ₹2 trillion

Why did JM Financial upgrade PB Fintech to 'Reduce' from 'Sell'? Check TP

With GST on individual life and health policies (and reinsurance) reduced to zero, the focus has shifted to input tax credit (ITC)

Eternal shares rise 2% after HSBC raises target, keeps Swiggy at 'Hold'

Analysts believe that even though Swiggy has outperformed Zomato on both monthly transaction users (MTU) and gross order value (GOV) growth in the past one year, Zomato's margin is still significantly

Here's how to buy gold this Diwali, Dhanteras without hurting your pocket

Analysts believe buying Gold ETFs on dips and physical gold in small quantities will be ideal for investors this festive season, as gold is expected to stay firm in the short-term

Sensex falls 1,800 pts in 5 days; Nifty below 25k; what spooked investors?

Sensex in the last five sessions lost 1,854 points or 2.2 per cent, and the National Stock Exchange (NSE) Nifty50 slipped 533 points or 2.1 per cent

Nifty MidCap 100 slips 4% in five days; what should investors do?

Among others, Vodafone Idea and Waaree Energies were among the top laggards, down 7.95 per cent and 6.9 per cent, respectively

InCred Equities sees 41% upside in Piramal Pharma; initiates 'Buy'

Year-to-date (Y-T-D), Piramal Pharma shares have lost 23 per cent, as compared to Sensex's rise of 5 per cent

JM Fin bullish on PVC pipe cos; initiates coverage on Supreme Ind, Astral

The brokerage has initiated coverage on Astral and Supreme Industries, while re-initiating coverage on Prince Pipes & Fittings

ICICI, Axis, SBI: Nomura prefers large banks over small amid tariff jitters

Nomura's top picks in the current tariff scenario include ICICI Bank (Buy), State Bank of India (SBI) (Buy), and Axis Bank (Buy)

Stocks to Watch today, Sept 26: Pharma, IT, auto, Polycab, Rites, Eternal

Stocks to Watch today, September 26, 2025: From Pharma, auto to Polycab, here is a list of stocks that will be in focus

Bonds, gold likely to deliver steady returns in CY25: Shiv Goel, Bonanza

A balanced allocation to gold for crisis protection, bonds for stability, and quality equities for growth can help build resilient portfolios in CY25

Metro Brands' target price raised at PL Capital citing GST tailwinds

Channel checks indicated that July-August demand remained steady, in line with H2FY25 run-rate, but September saw moderation as consumers deferred purchases ahead of the GST decision

PL Capital initiates 'Hold' on Siemens Energy; stock up 28% since debut

Siemens Energy, according to analysts, is among only three players in India with High Voltage Direct Current (HVDC) capabilities, giving it an edge in renewable integration and grid stability projects

Stocks to Watch today, Sept 25: Polycab, Waaree Energies, Akzo, Tata Steel

Stocks to Watch today, September 25, 2025: From Polycab to Akzo Nobel, here is a list of stocks that will be in focus today

How will Rapido stake sale & Instamart revamp aid Swiggy? Nomura decodes

On Tuesday, after market hours, Swiggy's board approved a stake sale in the ride-hailing startup Rapido to Netherlands-based MIH Investments One BV

Ajanta Pharma newly rated 'Buy' at PL Capital; 26% upside seen; check TP

The brokerage analysis suggested that branded generics contributed to 74 per cent of Ajanta Pharma's revenue in FY25 and its branded generics business operates with a healthy OPM of 30 per cent