Jefferies

Amazon's entry into quick commerce faces scale, recall challenges

Jefferies says Amazon's late entry, app integration strategy and limited brand recall may hinder its Q/C push in India despite competitive pricing and Prime perks

Five banks set to present OYO's IPO plans to SoftBank in London next month

Global travel-tech unicorn OYO has arranged for five investment banks to meet its key shareholder SoftBank in June, in a crucial presentation that could determine the company's path to public listing, sources said. The banks include Citi, Goldman Sachs and Jefferies from the global banking consortium, alongside ICICI Securities and Axis Capital representing Indian financial institutions. SoftBank, which remains one of OYO's largest shareholders, is interested in understanding the key positioning strategies, expected valuation metrics and anticipated investor appetite for the offering. The high-stake meeting is scheduled to take place at SoftBank's London office on Grosvenor Street, where the banks will present their IPO strategies to SoftBank's Sumer Juneja. OYO founder Ritesh Agarwal and his senior leadership team will also participate in the discussions, sources close to the development told PTI. The Japanese conglomerate's view is considered important for the IPO's timing, given

Stock market rally triggers caution as valuations turn 'expensive again'

The key gauges are only about 5 per cent away from hitting the peak levels they touched in September last year

Jefferies bullish on ports; Picks JSW Infra over Adani amid tariff tensions

Jefferies noted that amid the tariff uncertainty, JSW Infra is placed better compared to Adani Ports

Jefferies signals bullish outlook for ONGC; Sees 56% upside for stock

In the upside scenario, Jefferies gave a target price of ₹430 apiece, which is a 79 per cent upside for the stock

IndusInd Bank down 5%; Analysts cut target on 1-yr extension to Kathpalia

On the bourses, IndusInd Bank shares have tanked about 8 per cent in the last five trading sessions, 15 per cent in the past month and 37 per cent in the past six months

Reliance Ind share up 2% as Kotak Institutional Equities upgrades to 'Buy'

The uptick in RIL's share price followed an upgrade from domestic brokerage firm Kotak Institutional Equities, which raised its rating to 'Buy' from 'Add'

Stock Market Highlights: Sensex ends flat at 74,612; NBFCs shine while Smallcaps, wire-makers tank

Stock Market Highlights: The Nifty moved in a narrow band of 100-odd points before settling marginally in red at 22,545. Bajaj twins and Shriram Finance gained, while UltraTech plunged 5% on Thursday.

Indian markets can rise 15% in a year; FII selling surprised me: Chris Wood

Speaking at BS Manthan, Wood said he remains structurally bullish on Indian equities from a long-term perspective; but cautious in the short-term given the quantum of FII outflows and valuation woes.

3 reasons why Jefferies says investors should 'Buy' ITC Hotels stock

ITC Hotels share price: Jefferies has estimated ITC Hotels share price target at Rs 240 in their base case, Rs 280 in bull case, and Rs 140 in bear case

Weak demand weighs on Asian Paints Q3; analysts see more pain in near-term

Asian Paints' consolidated net profit attributable to the owners of the company declined 23.3 per cent year-on-year (Y-o-Y) to Rs 1,110.5 crore in Q3FY25, down from Rs 1,447.7 crore in Q3FY24

Tata Motors Q3 disappoints, analysts lower targets, ratings; stock tanks 9%

Tata Motors' consolidated profit for Q3FY25 fell 22.4 per cent year-on-year (Y-o-Y) to Rs 5,451 crore, from Rs 7,025 crore in Q3FY24

Nvidia, energy stocks: DeepSeek AI triggers market sell-off; time to worry?

The emergence of an almost-as-good AI utility created at much lower cost that also uses much less energy has set the proverbial cat amongst the pigeons.

Analysts recommend 'Buy' on NTPC post Q3 on strong outlook; details here

On the bourses, NTPC share price dropped as much as 2.84 per cent, hitting an intraday low of Rs 314.50 per share

Most brokerages lift targets for UltraTech Cement as Q3 nos. top estimates

Goldman Sachs reportedly has maintained a 'Buy' rating and increased its target price to Rs 12,580, up from Rs 12,460, citing volume recovery and lower costs contributing to margin improvement

Analysts eye 34% upside in RIL post Q3; Jefferies, Citi, CLSA, MS upbeat

Given the strong Q3 & recent correction in the stock, most brokerages remain optimistic about RIL' future prospects & potential in the stock. Emkay upgraded RIL to 'Buy', citing attractive valuations

Jefferies, CLSA, Morgan Stanley retain 'Hold' on HCLTech despite Q3 miss

HCLTech declared a dividend of Rs 18 per share, including a special Rs 6 per share dividend to commemorate 25 years since its public listing, marking its 88th consecutive quarter of dividend payouts

Most brokerages bullish on TCS post Q3; CLSA upgrades to 'Outperform'

Analysts have mixed views on TCS following its Q3FY25 performance, with several brokerages highlighting the company's growth potential despite near-term challenges

Here's why foreign brokerages see up to 36% upside in RIL; Q3 nos on Jan 16

Goldman Sachs, Bernstein, CLSA and Jefferies have retained their positive rating on RIL and believe the selling in the stock is overdone at present levels.

Thumbs up for RIL: Jefferies, Bernstein's bullish bet lifts stock over 2%

According to reports, the New York-based brokerage Jefferies has retained a 'Buy' rating on RIL, setting a target price of Rs 1,690. The target reflects an upside of 36.19 per cent