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Houseviews: 4 stocks that brokerages have their eye on
  • 
	GVK Power & Infrastructure

	Brokerage: JP Morgan

	Rating: Overweight

	Target: Rs 19

	Rationale: GVK has informed NAHI of its intention to exit Shivpuri Dewas road project, if the project is excluded, the medium-term equity funding gap for GVK eases to Rs 400 crore, which is a positive.

    GVK Power & Infrastructure Brokerage: JP Morgan Rating: Overweight Target: Rs 19 Rationale: GVK has informed NAHI of its intention to exit Shivpuri Dewas road project, if the project is excluded, the medium-term equity funding gap for GVK eases to Rs 400 crore, which is a positive.

  • 
	Havells India

	Brokerage: Citi bank

	Rating: Buy

	Target: Rs 734

	Rationale: The promoters have decided to forego paying 1 % of sales after the brand licensing agreement for Havells expires. The company is thus, likely to pay out the entire saving of Rs 40 crore as dividend given healthy cash flows

    Havells India Brokerage: Citi bank Rating: Buy Target: Rs 734 Rationale: The promoters have decided to forego paying 1 % of sales after the brand licensing agreement for Havells expires. The company is thus, likely to pay out the entire saving of Rs 40 crore as dividend given healthy cash flows

  • 
	Tata Motors

	Brokerage: CLSA

	Rating: Buy

	Target: Rs 385

	Rationale: Fears of a sharp drop in china demand and margins have receded. Chinese luxury outlook has started improving again.
	 

    Tata Motors Brokerage: CLSA Rating: Buy Target: Rs 385 Rationale: Fears of a sharp drop in china demand and margins have receded. Chinese luxury outlook has started improving again.  

  • 
	BHEL

	Brokerage: JP Morgan

	Rating: Underweight

	Target: Rs 195

	Rationale: Order inflows in the December quarter have been tepid. The decline in fresh orders is likely to result in weak top line growth and a 12% decline in profits in the third quarter.

    BHEL Brokerage: JP Morgan Rating: Underweight Target: Rs 195 Rationale: Order inflows in the December quarter have been tepid. The decline in fresh orders is likely to result in weak top line growth and a 12% decline in profits in the third quarter.

  • 
	GVK Power & Infrastructure

	Brokerage: JP Morgan

	Rating: Overweight

	Target: Rs 19

	Rationale: GVK has informed NAHI of its intention to exit Shivpuri Dewas road project, if the project is excluded, the medium-term equity funding gap for GVK eases to Rs 400 crore, which is a positive.
  • 
	Havells India

	Brokerage: Citi bank

	Rating: Buy

	Target: Rs 734

	Rationale: The promoters have decided to forego paying 1 % of sales after the brand licensing agreement for Havells expires. The company is thus, likely to pay out the entire saving of Rs 40 crore as dividend given healthy cash flows
  • 
	Tata Motors

	Brokerage: CLSA

	Rating: Buy

	Target: Rs 385

	Rationale: Fears of a sharp drop in china demand and margins have receded. Chinese luxury outlook has started improving again.
	 
  • 
	BHEL

	Brokerage: JP Morgan

	Rating: Underweight

	Target: Rs 195

	Rationale: Order inflows in the December quarter have been tepid. The decline in fresh orders is likely to result in weak top line growth and a 12% decline in profits in the third quarter.

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