Jefferies

Microsoft to pay Constellation premium in Three Mile Island power agreement

The unit Constellation hopes to restart at the Three Mile Island power facility was shut down in 2019 due to operational issue. No US nuclear power plant has been reopened after shutting

Volkswagen may book up to $4.4 bn in provisions on capacity cuts: Jefferies

Volkswagen said earlier this month it was considering shutting plants in Germany for the first time in its history

Nifty IT up after Fed signals rate cut; HSBC cautions on midcap IT stocks

Nifty IT up 1.77 per cent intraday after US Fed signals rate cut in September. HSBC believes mid-tier IT is not so strong.

Go Digit, Star Health extend rally after Jefferies initiates coverage

In the past two trading sessions, Go Digit's stock increased up to 3 per cent. Including today's gain, it reached an intraday high of Rs 370 on Monday.

IndiGo soars 9% in 2 days, hits record high on Jefferies' 'Buy' upgrade

IndiGo share price today: Jefferies bull case pegs IndiGo's share price target price at Rs 5,800, suggesting a likely upside of 29.4 per cent from current levels

Yen carry trade, US recession threat: How brokerages interpret developments

India, analysts said, remains in a relatively better position amid strong fundamentals. Though valuations remain a concern, investors can use markets correction to buy quality stocks for the long-term

KFintech stock up 23% in 6 days post Q1 results; Jefferies retains Buy call

The company gained significant traction in new contract sign ups in the fast-growing business lines of global fund services, alternatives and wealth, fund administration, and technology solutions.

How will Sebi's proposed F&O rules affect BSE, NSE, Zerodha, Angel One?

Spillover of trading activity from these contracts into remaining products, analysts believe, can limit the impact to 20-25%

Reliance Jio could list at $112bn valuation, 15% upside in RIL: Jefferies

Jefferies report on Reliance Jio listing: Assuming Jio is spun off from Reliance Industries' stable, the fair value for RIL stock would be Rs 3,580, Jefferies said

Reliance Jio prepares for IPO in 2025 at $112 billion valuation: Jefferies

Jefferies said Jio might debut with a valuation around $112 billion, potentially contributing a 7%-15% increase in the share price of Reliance Industries

Bet on these stocks to mint money on your friend's big fat Indian wedding

An average Indian couple spends around 2x on weddings versus education (pre-primary to graduation), according to the Jefferies note, which is in sharp contrast to countries such as the United States

Jefferies initiates coverage on GMR Airports, sees upside potential of 15%

Jefferies said that GMR Airports is evolving from utility to a retail consumption play and is slated to benefit from the strong air traffic growth outlook

Jefferies to Nuvama: These brokerage have raised NTPC target price post Q4

ICICI Securities stressed upon NTPC's position in the increasing total addressable market for power capex, benefiting from both conventional and renewables sectors

Why did Chris Wood of Jefferies sell his holding in HDFC Bank stock?

Calendar year 2024 (CY24) will be a good year for 'quality stocks and bonds', according to analysts at Morgan Stanley. Stocks, they said, have priced in a 'perfect landing' scenario

Brokerages bullish on Crompton Greaves post Q4; stock hits 52-week high

On a yearly basis, Crompton Greaves' profit soared 5.5 per cent to Rs 138.4 crore in the March quarter of FY24, from Rs 131 crore in the March quarter of FY23

Morgan Stanley, CLSA bullish on Zomato after solid Q4, check target prices

On the bourses, Zomato was trading 1.39 per cent lower at Rs 191 per share, at 9:42 AM. By comparison, S&P BSE Sensex was up 0.11 per cent at 72,853.25 levels

Telecom subscriber base rises by 5.6 mn in March 2024, led by Jio, Airtel

Reliance Jio clocked in 3.6 million new subscribers and Bharti Airtel added 2.8 million subscribers in March 2024, while Vodafone Idea loss 0.6 million

Markets wrong in hoping worst of geopolitical crisis is over: Chris Wood

In its recent GREED & fear note Wood said, in the base case, it expects the Russia-Ukraine conflict to continue in the months leading US presidential election in November.

HAL, BEL, Data Patterns: Why is Jefferies bullish on these defence stocks?

Analysts at Jefferies see up to 32% further upside on Data Patterns stock, and up to 18% and 10% for BEL and HAL; owing to global geo-political tensions and India's focus on self-reliance.

Better growth supports the case for small-caps in Asia: Jefferies

Small-caps in Asia, Jefferies said, have done well since 2001, with an excess return of 216 per cent versus the large-caps