Page 22 - Markets News
Emkay Global upgrades Bajaj Auto to 'Buy' on EV momentum, export recovery
Emkay Global upgrades Bajaj Auto to 'Buy', raises target to ₹11,100 citing EV leadership, export recovery, EPS upgrades and strong risk-reward outlook
 "Emkay Global upgrades Bajaj Auto to 'Buy' on EV momentum, export recovery")
Emmvee Photovoltaic hits 10% upper circuit; Jefferies initiates 'Buy'
The coverage initiation is anchored on a strong solar sector outlook, with India's annual solar PV installations expected to grow at a 24 per cent CAGR over FY25-28E
 "Emmvee Photovoltaic hits 10% upper circuit; Jefferies initiates 'Buy'")
ICICI Bank rallies 3%, hits over 2-month high in subdued market; here's why
ICICI Bank has entered a phase where its operating variables exhibit far less volatility, with robust loan growth, solid asset quality, and leading returns, believe analysts.
 "ICICI Bank rallies 3%, hits over 2-month high in subdued market; here's why")
L&T Finance shares rise 3% as Q3 disbursements jumps 49%; details here
L&T Finance shares rose after it reported a jump in retail disbursements and retail book in the third quarter of the current financial year
 "L&T Finance shares rise 3% as Q3 disbursements jumps 49%; details here")
Allcargo Terminals rises 6% in trade; what's boosting investors' interest?
In its monthly update for December 2025, Allcargo Terminals stated that its CFS (Container Freight Station) volumes stood at 61.2 thousand TEUs.
 "Allcargo Terminals rises 6% in trade; what's boosting investors' interest?")
Trent shares fall 8% on Q3 update; is it good time to buy Tata Group stock?
Trent share price declined 8 per cent following the Q3 business update. Here's what analysts recommend for investors
 "Trent shares fall 8% on Q3 update; is it good time to buy Tata Group stock?")
Antique maintains 'Buy' on Concord Biotech; sees strong API, CDMO growth
Antique expects the Concord to report revenue, Ebitda and PAT CAGR of 18 per cent, 17 per cent and 19 per cent, respectively, with margins remaining stable at around 42 per cent over FY25-28E
 "Antique maintains 'Buy' on Concord Biotech; sees strong API, CDMO growth")
Tata Motors PV shares drops 4% as JLR Q3 sales dip on cyber incident
Shares of TMPV fell on Tuesday after it said that JLR's third-quarter sales were impacted by a cyber incident and US tariffs
 "Tata Motors PV shares drops 4% as JLR Q3 sales dip on cyber incident")
MOIL records best-ever production in Q3FY26, stock gains 5%; details inside
The rise in the company's share price followed its announcement that it had achieved its best-ever production performance in FY 2025-26 (Apr-Dec)
 "MOIL records best-ever production in Q3FY26, stock gains 5%; details inside")
Nomura cuts Dixon target, trims estimates on weak mobile demand; keeps Buy
The brokerage lowered its target price to ₹16,598 from earlier levels, implying a 36 per cent upside from current prices.
 "Nomura cuts Dixon target, trims estimates on weak mobile demand; keeps Buy")
Deep Ind down 3% on reporting gas leak at a unit in Andhra Pradesh
According to the filing, Well Mori #5 is operated by Deep Industries under ONGC's production enhancement activities
 "Deep Ind down 3% on reporting gas leak at a unit in Andhra Pradesh")
Dabur slips 4% on releasing Q3 business update; here's what analysts say
Dabur, overall, expects consolidated revenue to grow in the mid-single digits, with operating profit and Profit after Tax (PAT) to grow ahead of revenue.
 "Dabur slips 4% on releasing Q3 business update; here's what analysts say")
Emkay names TVS Motor, Ather, Maruti as preferred auto plays; here's why
The momentum was not limited to retail-focused segments, the brokerage noted. The medium and heavy commercial vehicle (MHCV) industry showed clear signs of revival after a prolonged 15-month downturn.
 "Emkay names TVS Motor, Ather, Maruti as preferred auto plays; here's why")
Yajur Fibres IPO opens Jan 7; GMP flat: Check price band, key dates, more
Yajur Fibres shares are tentatively scheduled to be listed on the BSE SME platform on Wednesday, January 14, 2026
 "Yajur Fibres IPO opens Jan 7; GMP flat: Check price band, key dates, more")
Stocks to Watch today, Jan 6: Axis Bank, Swiggy, Trent, IndusInd Bank, HPCL
Stocks to Watch today, January 6, 2026: From Swiggy to Axis Bank, here are key stocks that will be in focus today
 "Stocks to Watch today, Jan 6: Axis Bank, Swiggy, Trent, IndusInd Bank, HPCL")
FMCG Q3 growth dull; recovery amid tailwinds key for valuations: Analysts
In the latest note on the consumer goods sector, Emkay analysts Nitin Gupta and Mohit Dodeja estimated revenue growth of around 6% Y-o-Y & Ebitda growth of about 7% for listed FMCG players in Q3.
 "FMCG Q3 growth dull; recovery amid tailwinds key for valuations: Analysts")
RIL shares hit new high; analysts see gains from US move on Venezuela oil
Shares of RIL rose over 1 per cent as analysts expect the company's oil business to gain from the US capture of Venezuela's oil
 "RIL shares hit new high; analysts see gains from US move on Venezuela oil")
AIF industry seeks tax parity for private credit funds in Budget
India's AIF industry urges tax parity for private credit funds and clearer rules for Category III AIFs in the upcoming Union Budget to ensure fair treatment and reduce disputes
 "AIF industry seeks tax parity for private credit funds in Budget")
Securities market code: Sebi ex-chief warns of investor focus dilution
Former Sebi chief M Damodaran warns the securities market code may dilute investor protection, rely on delegated legislation, and create a top-heavy regulator
 "Securities market code: Sebi ex-chief warns of investor focus dilution")
Gold, silver jump as Venezuela tensions add to geopolitical risk
Spot gold rose as much as 2.3 per cent on Monday, climbing above $4,430 an ounce, while silver gained nearly 5 per cent
 "Gold, silver jump as Venezuela tensions add to geopolitical risk")