Want to make profits? Buy Tata Motors, HDFC and Lupin

Want to make profits? Buy Tata Motors, HDFC and Lupin
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Want to make profits? Buy Tata Motors, HDFC and Lupin
  • 
	Tata Motors

	Brokerage: CLSA

	Rating: Buy

	Target: Rs 370

	Rationale: JLR has seen an average drop of 30% in volumes from March to April in the last 10 years, and the recent drop is due to seasonal factors. They feel the company is not seeing any signs of demand weakness in any geography and continues to maintain its guidance for Evoque.

    Tata Motors Brokerage: CLSA Rating: Buy Target: Rs 370 Rationale: JLR has seen an average drop of 30% in volumes from March to April in the last 10 years, and the recent drop is due to seasonal factors. They feel the company is not seeing any signs of demand weakness in any geography and continues to maintain its guidance for Evoque.

  • 
	HDFC

	Brokerage: Deutsche Bank

	Rating: Buy

	Target: Rs 760

	Rationale: Their discussion with the management indicates that the FII limit at 74% is likely to be raised to 100% in which case at the next MSCI rebalancing, its weightage could go up sharply. 

    HDFC Brokerage: Deutsche Bank Rating: Buy Target: Rs 760 Rationale: Their discussion with the management indicates that the FII limit at 74% is likely to be raised to 100% in which case at the next MSCI rebalancing, its weightage could go up sharply. 

  • 
	Lupin

	Brokerage: Morgan Stanley

	Rating: Overweight

	Target: Rs 594

	Rationale: The company has received approvals for the HIV drug Combivir. This could be a longer duration opportunity for the company, as there are no further approvals for this drug in the near-term.

    Lupin Brokerage: Morgan Stanley Rating: Overweight Target: Rs 594 Rationale: The company has received approvals for the HIV drug Combivir. This could be a longer duration opportunity for the company, as there are no further approvals for this drug in the near-term.

  • 
	Ashok Leyland

	Brokerage: Nomura

	Rating: Neutral

	Target: Rs 26

	Rationale: They believe competition from Mahindra’s Navistar and other new launches in FY13 could weigh on its volume growth. A sharper than expected downturn in commercial vehicles is a key risk.

    Ashok Leyland Brokerage: Nomura Rating: Neutral Target: Rs 26 Rationale: They believe competition from Mahindra’s Navistar and other new launches in FY13 could weigh on its volume growth. A sharper than expected downturn in commercial vehicles is a key risk.

  • 
	Tata Motors

	Brokerage: CLSA

	Rating: Buy

	Target: Rs 370

	Rationale: JLR has seen an average drop of 30% in volumes from March to April in the last 10 years, and the recent drop is due to seasonal factors. They feel the company is not seeing any signs of demand weakness in any geography and continues to maintain its guidance for Evoque.
  • 
	HDFC

	Brokerage: Deutsche Bank

	Rating: Buy

	Target: Rs 760

	Rationale: Their discussion with the management indicates that the FII limit at 74% is likely to be raised to 100% in which case at the next MSCI rebalancing, its weightage could go up sharply. 
  • 
	Lupin

	Brokerage: Morgan Stanley

	Rating: Overweight

	Target: Rs 594

	Rationale: The company has received approvals for the HIV drug Combivir. This could be a longer duration opportunity for the company, as there are no further approvals for this drug in the near-term.
  • 
	Ashok Leyland

	Brokerage: Nomura

	Rating: Neutral

	Target: Rs 26

	Rationale: They believe competition from Mahindra’s Navistar and other new launches in FY13 could weigh on its volume growth. A sharper than expected downturn in commercial vehicles is a key risk.

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