MS on Muthoot Finance – Maintain Overweight on the company, raise target price to Rs.3660/share (Positive)
MS on Manappuram – Maintain Equal Weight on the company, raise target price to Rs.285/share (Positive)
MS on TCS – Maintain Overweight on the company, target price at Rs.3690/share (Positive)
Nuvama on TCS – Maintain Buy on the company, target price at Rs.3650/share (Positive)
Avendus on TCS – Upgrade to Buy, raise target price to Rs.3700/share versus Rs.3690/share (Positive)
MOSL on TCS – Maintain Buy, raise target price to Rs.3500/share versus Rs.3350/share (Positive)
CLSA on TCS – Maintain Outperform, target price at Rs.3559/share (Positive)
GS on TCS – Maintain Buy, raise target price to Rs.3330/share (Positive)
MS on Godrej Properties – Maintain Equal Weight, target price at Rs.2400/share (Positive)
Bernstein on India Strategy – 61% of covered stocks outperformed the Nifty in the past six months (Positive)
MS on CIO Strategy – CIO interest in AI continues; ERP remains a top priority (Positive)
MS on India Strategy – Financials and Energy witnessed the highest positive earnings revisions in the last three months (Positive)
CLSA on Auto Sector – Mass-market players like Hero MotoCorp and Maruti reported superior festive retail growth, with 200–300 bps market share gains y-o-y (Positive)
Nuvama on Insurance Sector – Remains Positive; sales recovery visible, GST relief to aid long-term demand (Positive)
Kotak on Insurance Sector – HDFC Life remained weak at 6%, but a strong July lifted quarterly growth to 10% (Neutral)
MS on Insurance Sector – Industry individual RWRP fell 6% y-o-y (Neutral)
Citi on India Strategy – Downgrade NBFCs to Neutral; remove Chola Finance from top picks (Neutral)
BofA on India Strategy – Remain Underweight on capex-linked sectors like Cement, Steel, Metals, Energy, and IT due to rising populism (Neutral)
JP Morgan on Premier Energies – Maintain Neutral, target price at Rs.1019/share (Neutral)
UBS on TCS – Maintain Neutral, raise target price to Rs.3435/share versus Rs.3400/share (Neutral)
Citi on TCS – Maintain Sell, raise target price to Rs.2800/share versus Rs.2790/share (Neutral)
Nomura on TCS – Maintain Neutral, target price at Rs.3300/share (Neutral)
HSBC on TCS – Maintain Hold, target price at Rs.3260/share (Neutral)
Jefferies on TCS – Maintain Hold, cut target price to Rs.3100/share versus Rs.3230/share (Neutral)
MOSL on Tata Elxsi – Maintain Sell, cut target price to Rs.4400/share (Neutral)
Avendus on Tata Elxsi – Maintain Sell, cut target price to Rs.4690/share (Neutral)
Kotak on Tata Elxsi – Maintain Sell, target price at Rs.4000/share (Neutral)
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