Page 4 - Nomura

NBFCs ripe for re-rating, says Nomura; bets on SBI Card, Bajaj, Shriram Fin

NBFC share price: Nomura, however, is negative on CreditAccess Grameen and M&M Financial Services

Nomura picks top auto stocks as Maruti, M&M expect 1% YoY PV growth in FY26

Auto Stocks Today: The FY26 outlook for passenger vehicles is "extremely cautious" as affordability remains difficult. Besides, weak rupee has increased input costs

Nomura sees 4% upside in Nifty50 target by Dec 2025; bets on these stocks

Nifty share price target: Nomura sees Nifty50 reaching 23,784 by December 2025, implying an upside of just 3.7 per cent in the rest of the calendar year

ABB India: Brokerages cut target post Q4; Nomura downgrades to 'Reduce'

A key factor influencing the change in target price is ABB India's disappointing order inflow, which missed expectations by 24 per cent, highlighting potential challenges in the near-term

Steel, pharma, chemicals: Top Indian sectors at risk of higher US tariffs

Countries that have free trade agreements with the US, such as Singapore and South Korea, are safer with respect to Trump's reciprocal tariff threat, analysts at Nomura said.

Most brokerages upbeat on Info Edge's outlook after strong Q3 results

Analysts at Nuvama have a bullish view on Info Edge, raising their target price to Rs 9,100 from Rs 8,800, citing strong growth across the business and improved margins

Setting up CBG plants can reduce Delhi's pollution by 30%: Nomura study

One CBG plant offsets emissions equal to 1.5 lakh electric cars, study finds

Nomura sees muted Nifty returns in 2025, sets December target at 23,784

Nomura Nifty target: Nomura suggests investors stay highly "selective" and bet on stocks and/or sectors with relative valuation comfort

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

Nomura hires Sudhir Nemali as international wealth chief operating officer

Nemali, who has over three decades of wealth management experience, is joining from Deutsche Bank, where he was most recently the chief operating officer for wealth management

Bajaj Finance share rises 3% on robust Q3 business nos.; brokerages upbeat

Japan-based brokerage Nomura highlighted Bajaj Finance's consistent delivery of strong numbers, citing an AUM compound annual growth rate (CAGR) of 30 per cent over FY13 to Q3FY25

India's credit market reflects K-shaped pattern, says Nomura report

Share of consumption loans is increasing, while share of asset-creating loans is falling

Earnings uncertainty, high valuations: Brokerages advise caution for 2025

Fundamentals strong but earnings growth uncertainty, elevated valuations seen capping upside

When will new RBI governor Sanjay Malhotra cut rates? Brokerages weigh in

Here's how leading brokerages have interpreted the development, and their expectations from Sanjay Malhotra as regards key rates and maintaining a balance between growth and inflation

Rupee hits record low as appointment of new RBI chief spurs dovish bets

The rupee hit a low of 84.80 in early trading, surpassing its previous all-time low of 84.7575 hit last week

Adani Group most attractive among Indian investment grade cos: Nomura

The Japanese firm also sees 'minimal risk' of termination of 8 gigawatt (GW) Solar Energy Corporation of India (SECI) solar manufacturing-linked projects

Nomura cautious, but not overly pessimistic on Asia's equities in 2025

For the MSCI Asia ex-Japan index, Nomura predicts muted returns, with end-2025 targets ranging from 573 to 859. The index is currently around 590 levels

Rupee weakness will not deter RBI from cutting rates, says Nomura

Nomura noted that high prices were concentrated in a few items, including food, rather than being broad-based, and that inflation excluding vegetables and other volatile items was still subdued

Nomura has room to cut further $187 mn in costs: CEO Kentaro Okuda

The measures come on top of Nomura's existing plan to cut 62 billion yen ($414 million) of costs in the short- and medium-term, which include optimising information technology