Credit Suisse on Bajaj Finance | The brokerage maintains a Neutral stance on Bajaj Finance as the company's growth is still below normal levels.
Morgan Stanley on Bajaj Finance | The brokerage has an Overweight rating on Bajaj Finance as it expects Q4 numbers to swing investor sentiment positively.
CLSA on HDFC Bank | CLSA notes that HDFC Bank has delivered growth despite restrictions on new card issuances and corp deleveraging newsflow.
CLSA on Marico | CLSA has an Underperform call on Marico as it expects lower earnings at 10 percent.
Macquarie on Marico | Macquarie expects input cost pressures should result in 8 percent EBITDA and 7 percent PAT growth in Q4 for Marico.
Goldman Sachs on Avenue Supermarts | Strong Q4 revenue and store addition shows Avenue Supermarts’ ability to drive consumer footfalls, Goldman Sachs says.
Credit Suisse on Avenue Supermarts | The brokerage has an Underperform call on Avenue Supermarts with a target price of Rs 2,400 per share.
Macquarie o Asian Paints | Macquarie maintains an Outperform call on Asian Paints with the company being amongst its preferred picks.
Morgan Stanley on Sobha | The brokerage finds Sobha’s valuations attractive at current levels. It maintains an Overweight stance on the stock.
Morgan Stanley on Steel Sector | Morgan Stanley sees room for further steel price hikes if supply constraints continue.