Page 7 - Jefferies

DBS Bank profit rebounds in Q4, seen gaining as rates outlook improves

'Guidance for 2022 is in line with our current inputs but for the credit costs, and is likely to be the next driver of positive earnings revisions,' Guha said in a note

High attrition, employee cost casts spell on IT stks; buy on dips: Analysts

The nervousness in the IT stocks, analysts believe, is on account of rising employee costs at a time the business growth has been modest year-on-year in the December 2021 quarter (Q3FY22)

Indian equities are in a bull-phase; buy on dips: Chris Wood

A budget is a good one if it does not create headlines and that's what the Indian budget has proved to be

CLSA upgrades RIL to buy; sees stock at Rs 2,955 in a year's time

Reliance Jio, following its peers Bharti Airtel and Vodafone Idea (Vi), hiked its prepaid tariff plans by around 20 per cent across the board (including around 21 per cent in base JioPhone level plans

Market outlook 2022: Brokerages remain upbeat; see Sensex at new high

Inflation, winding down of stimulus from major central banks such as the US Fed and the ECB, developments in China and the impact of the new Covid variants, if any, are some of the key risks

Covid outbreak at Jefferies casts a pall over US banks' return to office

Investment bank Jefferies Financial Group on Wednesday asked staff to work from home again due to a spate of Covid-19 cases

Aramco deal on backburner a minor setback; buy RIL on dips: Analysts

RIL shareholders had recently passed a resolution in October to appoint Saudi Aramco Chairman Yasir Al-Rumayyan as an independent director to the conglomerate's board

CLSA, Goldman Sachs join growing chorus of India's 'expensive' valuations

CLSA, Goldman Sachs latest to highlight concerns

Govt looks to net $30 billion in fresh funds through PLI scheme

The government itself is expecting investments of Rs 40,000 crore in speciality steel through the PLI scheme for which it has earmarked an outlay of Rs 6322 crore as incentives

Zomato IPO: Subscribe for listing gains, suggest brokerages

Zomato IPO is set to be a watershed moment in the Indian internet space, Jefferies said in a note

TCS Q1 numbers a blip or sign of times to come? Here's what analysts say

TCS missed analyst expectations as India business pulled down revenue growth

Expect low single-digit return over 12 months: Mahesh Nandurkar, Jefferies

Foreign investors are willing to look through the near-term weakness in the economy, says Nandurkar

All you wanted to know about Chris Wood's investing strategies

Investors should stick with the pro-cyclical commodity trade, particularly energy, Wood said

Indian cos missing bus on vaccines, mRNA-based technologies: Jefferies

Vaccines and mRNA-based technologies have rapidly emerged as promising new therapeutic modalities, but Indian companies are lagging behind in adopting these innovation platforms.

India could see a record equity supply of Rs 2-3 trn in FY22: Jefferies

Over the past decade, the contribution of IPOs to equity fund-raising at around 27 per cent has been muted, Jefferies said

Healthy outlook: Jefferies maintains buy on RIL, cited demand upside

Jefferies maintained the 'buy' call on RIL with a target and Rs 2,580 or 30 per cent upside.

Indian stock market vulnerable to the rise in Covid cases: Chris Wood

The renewed mobility restrictions in India, he believes, also increase the potential risk of a renewed deterioration in asset quality for banks

Markets to look beyond second Covid wave, say analysts; bet on cyclicals

BofA Securities has cut his positioning towards defensives by downgrading Staples to neutral weight and trimming their overweight positioning for the information technology sector

HCL Tech tanks 3% post Q4 nos but brokerages remain bullish; here's why

Following the March quarter results, most brokerages slashed their earnings expectations from HCL Tech

Will TCS maintain lead over IT peers? Here's what to expect from its Q4 nos

TCS Q4 Preview: Analysts expect TCS to report a 9 per cent year-on-year (YoY) growth in revenue (in rupee terms) for the March quarter