Page 4 - Jefferies

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

Bharti Airtel, State Bank of India, Zomato on Jefferies hotlist for 5 years

Amber Enterprises, specialising in ACs and components, expects earnings to grow over 36 per cent CAGR from FY24-30 due to the PLI scheme

Jefferies: L&T and Zomato among 11 stocks expected to double or triple in 5 years

Jefferies has released a list of 11 stocks expected to give 15-25% CAGR returns over the next 5 years. Watch the video to know which company’s shares made it to the list.

Jefferies' 7 predictions for the next 7 years for the Japanese markets

Nikkei 225 index hit the 40,000 mark for the first time ever on Monday, continuing its bull-run that saw the index reclaim its 1989 peak of 34,000 levels in February

RIL-Disney 'game-changing' deal gets a thumbs-up from analysts

The development will be negative for other players such as Zee, analysts said, who will now have to compete with a much larger entity

Whirlpool India hits 6-year low; stock dips 6% on brokerage downgrade

Jefferies has downgraded the household appliance maker to 'underperform' from 'hold', cutting the target price to Rs 1,125 from Rs 1,265.

Adani shares buck trend, rally up to 5% in a slippery market

Renewed confidence among overseas investment firms has helped lift sentiment at the Adani Group counters on BSE and NSE.

Reforms in last 10 yrs are foundation of growth over next decade: Jefferies

Strong reform measures initiated by the Prime Minister Narendra Modi-led government in the last ten years have laid the foundation of a solid economic growth in coming decades, Jefferies Equity Research outlook said. It also said that India would become the third largest economy by 2027 and expected to achieve a market capitalization of USD 10 trillion by 2030. "With a consistent history of 10-12 pe cent CAGR (compound annual growth rate) over the last 10 and 20 years, India is now the fifth largest equity market and market cap will likely to touch USD 10 trillion by 2030," the report said. It added that continued reforms should maintain India's status of being the fastest growing large economy. Over the last 10 years, India's GDP has grown by 7 per cent CAGR in USD terms to USD 3.6 trillion, jumping from the eighth largest to the fifth largest economy. "Over the next 4 years, India's GDP will likely touch USD 5 trillion making it the third largest economy by 2027, overtaking Japa