Buy, Sell, Hold: These 3 stocks are on analysts' radar. Do you have them in portfolio?

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26 Aug, 2025 12:21

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Bharat Financial 

Credit Suisse has maintained a neutral target on the stock with an unchanged target of Rs 720. The research firm cites management’s confidence of 50 percent growth in assets under management (AUM) for FY18. It believes that loan growth may be driven by 30-35 percent increase in number of borrowers.

Moreover, the appetite for the market to absorb MFI loans is high. But, Credit Suisse believes competitors converting into small banks may reduce the focus on microfinance institutions (MFIs).

Bharti Airtel

UBS has a buy call on the stock with a target of Rs 400. The research firm sees company reducing its net debt / EBITDA by 0.2 times through the Bharti Infratel deal. Moreover, it sees Airtel to be a major beneficiary from the consolidation in the sector, which is peaking.

Zee Entertainment

Credit Suisse has maintained an outperform rating on the stock with an unchanged target of Rs 625. It cites the management’s take that demonetisation will not have an impact in FY18 and sees 12-13 percent growth in advertising industry spend. The research firm believes phase three digitization should increase sub revenue over 12 months.

Information Technology

CLSA has a buy call on HCL Tech and Tata Consultancy Services (TCS) in IT space. It believes Q4 is likely to feature seasonal softness, but will be supported by 50-70 basis points in forex revenue. Moreover, it expects constant currency growth quarter on quarter (QoQ) on an average of 1.4 percent led by HCL Tech.

The research firm expects Infosys to report the weakest Q4, but guides to 8-10 percent constant currency for FY18. The research firm said that it would look out for signs of cyclical strength, particularly US banking.

Autos

CLSA believes PE multiples in the sector have not shown much correlation with earnings. It stated that only three companies had met or beat estimates the most in the past ten years—Motherson, Bajaj Auto and Ashok Leyland. Companies with the highest earnings predictability in the last five years are Hero, Eicher Motors and Bajaj Auto, while the ones with weakest earnings predictability are Ashok Leyland, Bharat Forge and Tata Motors.