Brokerages ki Nazar Adani Green, Birlasoft aur Dusre Stocks Par
Aajkal market mein kai saare stocks pe brokerages ki nazar hai, jaise ki Adani Green Energy, Birlasoft, Dr. Agarwal’s Health Care, BEL, IndusInd Bank, aur Indus Towers. Reports ke mutaabik, analysts US consumer price index, India strategy, aur financial sector pe bhi gambhir charcha kar rahe hain.
Macquarie ka India Strategy: Bottom-Up Buying Ka Mauka
Macquarie ke hisaab se, India abhi bhi ek achha market hai, jismein kai saare bottom-up buying ke opportunities hain. Unka kehna hai ki market mein kareeb 20% ki correction ke baad, India ki relative valuation kaafi attractive ho gayi hai. Unhone kuchh “core” aur “tactical” stocks bhi bataye hain jinpe dhyaan dena chahiye, jaise ki TCS, HDFC Bank, Sun Pharma, M&M, Titan, Power Finance Corp., Reliance, NTPC, Wipro, Tata Motors, Bharat Electronics, aur Shriram Finance.
Jefferies ka India Strategy: Valuations aur Downgrade Cycle
Jefferies ke experts ka kehna hai ki current valuations, jo 20.5 times forward price-to-earnings par hain, jyada sasta nahi hai. Woh yeh bhi batate hain ki jab India downgrade cycle mein jaata hai, toh uski intensity jyada matter karti hai na ki duration. Unke analysis ke anusaar, ek average downgrade cycle mein EPS mein 14.5% ki kami hoti hai, aur abhi hum iske aadhe raste par hain.
BofA ka CPI Par Nazar: Rate Cut Ki Umeed
Bank of America (BofA) ka kehna hai ki current CPI data rate cut ka ishara de raha hai. Unhone notice kiya ki perishables ki prices gir rahi hain aur core CPI gold ki wajah se badh raha hai. Woh March CPI ko 3.6% year-on-year rehne ki umeed kar rahe hain aur overall fiscal 2025 ke liye 4.8% inflation predict kar rahe hain.
JPMorgan ka CPI Par Analysis: April Mein Rate Cut?
JPMorgan bhi manta hai ki 4% se kam February CPI, April mein rate cut ki sambhavna badhata hai. Lekin unhone yeh bhi kaha ki core momentum badh raha hai, jisko monitor karna hoga. Woh March CPI ko bhi 3.6-3.7% ke range mein rehne ki umeed karte hain.
Brokerages Ki Companies Par Rai
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Macquarie ne Adani Green Energy ko ‘outperform’ rating di hai
, Rs 1,200 ke target price ke saath. Unka kehna hai ki Adani Green Energy India ke energy transition mein lead kar rahi hai.*
Macquarie ne Birlasoft ke liye ‘outperform’ rating barkarar rakhi hai
, lekin target price Rs 710 se ghata kar Rs 640 kar diya hai.*
Morgan Stanley ne Dr. Agarwal’s Health ko ‘overweight’ rating di hai
, Rs 502 ke target price ke saath.*
Macquarie ne Bharat Electronics ke liye ‘outperform’ rating barkarar rakhi hai
, Rs 350 ke target price ke saath.*
CLSA ne IndusInd Bank ke liye ‘outperform’ rating barkarar rakhi hai
, lekin target price Rs 1,300 se ghata kar Rs 900 kar diya hai.*
Citigroup ne Indus Towers ke liye ‘buy’ rating barkarar rakhi hai
, Rs 490 ke target price ke saath.Aage Ka Safar
Yeh toh bas kuchh highlights hain. Market volatile hota hai, isliye investment se pehle apne financial advisor se zaroor salah len. Market analysis, latest business news, aur global updates ke liye hamare saath jude rahiye!
