Houseviews: Expert tips to trade 4 buzzing stocks

Houseviews: Expert tips to trade 4 buzzing stocks
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Houseviews: Expert tips to trade 4 buzzing stocks
  • 
	IRB Infra
	
	Brokerage: Morgan Stanley
	
	Rating: Overweight
	
	Target: Rs 186
	
	Rationale: While news flow could remain an overhang on performance in the near-term, a combination of strong cash flows and relatively low vulnerability to the macro environment keeps it a top pick in the Indian infra space.

    IRB Infra Brokerage: Morgan Stanley Rating: Overweight Target: Rs 186 Rationale: While news flow could remain an overhang on performance in the near-term, a combination of strong cash flows and relatively low vulnerability to the macro environment keeps it a top pick in the Indian infra space.

  • 
	Bharti
	
	Brokerage: Credit Suisse
	
	Rating: Overweight
	
	Target: Rs 355
	
	Rationale: The risk-reward for Bharti now seems favourable, with EBITDA estimates nearing the bottom and regulatory clarity emerging.

    Bharti Brokerage: Credit Suisse Rating: Overweight Target: Rs 355 Rationale: The risk-reward for Bharti now seems favourable, with EBITDA estimates nearing the bottom and regulatory clarity emerging.

  • 
	M&M
	
	Brokerage: Deutsche Bank
	
	Rating: Hold
	
	Target: Rs 845
	
	Rationale: The management indicated that they expect significant synergies in sourcing, purchasing, distribution and R&D from Ssangyong. Upside risk remains better tractor volume growth, but a slower than expected ramp-up in XUV and Maxximo volumes is a key downside risk.

    M&M Brokerage: Deutsche Bank Rating: Hold Target: Rs 845 Rationale: The management indicated that they expect significant synergies in sourcing, purchasing, distribution and R&D from Ssangyong. Upside risk remains better tractor volume growth, but a slower than expected ramp-up in XUV and Maxximo volumes is a key downside risk.

  • 
	Tata Global Beverages
	
	Brokerage: Morgan Stanley
	
	Rating: Underweight
	
	Target: Rs 140
	
	Rationale: While the management change and the joint venture with Starbucks is incrementally positive, the contribution to earnings will be limited.

    Tata Global Beverages Brokerage: Morgan Stanley Rating: Underweight Target: Rs 140 Rationale: While the management change and the joint venture with Starbucks is incrementally positive, the contribution to earnings will be limited.

  • 
	IRB Infra
	
	Brokerage: Morgan Stanley
	
	Rating: Overweight
	
	Target: Rs 186
	
	Rationale: While news flow could remain an overhang on performance in the near-term, a combination of strong cash flows and relatively low vulnerability to the macro environment keeps it a top pick in the Indian infra space.
  • 
	Bharti
	
	Brokerage: Credit Suisse
	
	Rating: Overweight
	
	Target: Rs 355
	
	Rationale: The risk-reward for Bharti now seems favourable, with EBITDA estimates nearing the bottom and regulatory clarity emerging.
  • 
	M&M
	
	Brokerage: Deutsche Bank
	
	Rating: Hold
	
	Target: Rs 845
	
	Rationale: The management indicated that they expect significant synergies in sourcing, purchasing, distribution and R&D from Ssangyong. Upside risk remains better tractor volume growth, but a slower than expected ramp-up in XUV and Maxximo volumes is a key downside risk.
  • 
	Tata Global Beverages
	
	Brokerage: Morgan Stanley
	
	Rating: Underweight
	
	Target: Rs 140
	
	Rationale: While the management change and the joint venture with Starbucks is incrementally positive, the contribution to earnings will be limited.

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