1 / 4Nomura on Honeywell Automation | Slowdown in capital expenditure and export demand from the parent are key risks, Nomura said. An increase in commodity prices and consequent margin pressure are other risks for Honeywell Automation, the brokerage added.
2 / 4CLSA on ICICI Bank | The bank remains one of the top picks in the sector for CLSA. ICICI Bank is ahead of its peers in its digital initiatives and is also a new growth leader.
3 / 4Nomura on ICICI Bank | Further re-rating of ICICI Bank is contingent upon delivering steady EPS growth, said Nomura. The lender has managed the asset quality blips well through both the covid-19 waves and is fully geared to meet challenges of the digital disruption, the brokerage added.
4 / 4Jefferies on Adani Ports and Special Economic Zone | The brokerage believes volume recovery will drive re-rating for Adani Ports' shares. The group is a perfect blend of cargo and geographical diversification, the brokerage added.
