Page 9 - Sirali Gupta

Morgan Stanley sees re-rating for RIL; raises target, retains 'Overweight'

The report identifies multiple structural themes across RIL's portfolio-spanning energy, chemicals, retail and telecom-that together add up to over $50 billion in NAV

Stocks to Watch today, Dec 17: Ola Electric, Vedanta, HDFC Bank, Akzo Nobel

Stocks to Watch today, December 17, 2025: From Ola Electric to Vedanta, here is a list of stocks that will be on traders' and investors' radar

AI to power next leg of IT growth, says Motilal Oswal; check top bets

Its top ideas to play the next AI wave are HCLTech and Tech Mahindra in largecaps and Hexaware and Coforge in the midcap space

Volume drop, buying shift: How high gold rates are impacting jewellery ind

Jewellery demand is anticipated to see an uptick in H2FY26, given the higher number of weddings, up by 7-8 per cent

Motilal Oswal: Bajaj Auto management confident on new launches, export

Motilal Oswal projects a 6.5 per cent volume compound annual growth rate (CAGR) over FY25-27E for Bajaj Auto, driven by these initiatives

Motilal Oswal sees strong growth for Cables & Wires; bets on Polycab, KEI

The brokerage has reiterated 'Buy' on Polycab India (target ₹9,110) and KEI Industries (target ₹4,960) and a 'Neutral' rating on Havells India (target ₹1,640) and R R Kabel (target ₹ 1,470)

Stocks to Watch today, Dec 16: Biocon, EIH, Zee Media, HCLTech, MTNL, SBI

Stocks to Watch today, December 16, 2025: HCLTech, MTNL, SBI, EIH and others will remain on investors' radar today

Hindustan Zinc hits 52-week high; Jefferies initiates 'Buy'; check target

n the past five sessions, Hindustan Zinc share price has gained over 12 per cent

Emkay sees Indian Ports set for "strong decade"; bets on Adani, JSW Infra

According to Emkay, ports handle 95 per cnet of India's Export-Import (EXIM) trade by volume, making them central to the country's ambition of becoming a $10 trillion economy

Amber Enterprises rises 3% in trade; Motilal Oswal, Nuvama retain 'Buy'

Amber reiterated its strong FY26 revenue growth guidance of 40-45 percent for electronic segment, with margins expected between 8-9 percent

Stocks to Watch today, Dec 15: Swiggy, BEL, Tata Elxsi, Aurobindo Pharma

Stocks to watch today, December 15, 2025: From Tata Elxsi to Aurobindo Pharma, here is a list of stocks to keep in focus

Emkay bullish on graphite electrode; starts 'Buy' on Graphite India, HEG

The brokerage has initiated coverage on Graphite India and HEG, assigning a target price of ₹700 to each, assuming them to be structural winners in the sector

Nuvama bets on HDFC AMC, KFin as SIPs hold firm, lump-sum flows rebound

Nuvama highlighted that monthly systematic investment plan (SIP) inflows stayed near record levels at ₹29,400 crore, showing only marginal softening

Sensex rebounds 756 pts from day's low: 4 reasons for market recovery today

Broader market indices also saw buying, BSE MidCap rose 0.79 per cent, and BSE SmallCap 0.51 per cent

Nomura slashes Kaynes Tech target on smart-meter woes; retains 'Buy'

Kaynes' stock has fallen about 30 per cent over the past month as against a 1.4 per cent rise in the Nifty, largely on worries around accounting and collections in the smart-meter business

Emkay trims target on Voltamp Transformers by 12%, but retains 'Buy'

While Emkay expects high double-digit revenue growth supported by capacity expansion and a lean balance sheet, it has trimmed margin assumptions due to rising industry supply from capacity additions

Nuvama retains 'Buy' on Neuland Labs, sees CMS, peptide-driven growth

Nuvama forecasts Neuland's revenue and profit after tax (PAT) to grow at a compound annual growth rate (CAGR) of 24 per cent and 49 per cent, respectively, over FY25-28E

Axis Securities picks Welspun Corp as its high conviction stock; here's why

Welspun Corp's consolidated order book has climbed to an all-time high of about ₹23,500 crore as of October 2025, providing clear revenue visibility for the next two years in the US

PhysicsWallah up 5% on posting Q2; analyst suggest to book profit on rally

PhysicsWallah reported an almost 70 per cent year-on-year (Y-o-Y) increase in net profit to ₹69.7 crore compared with ₹41.1 crore in the same period a year ago

Marico aims to double revenue, targets mid-teens earnings growth: Emkay

As outlined in Marico's FY25 annual report, the company is targeting low-to-mid-teens CAGR in revenue over the next five years, led by a blend of organic and inorganic growth