Credit Suisse feels that the firm remains the most cost-efficient MFI, and there could be further opex gains from the technology adoption, a clear upside risk to its earnings estimate.
The company had posted a net profit of Rs 164.23 crore in the January-March quarter a year ago, Voltas said in a BSE filing.
United Spirits, Power firms, oil and gas, among others are on analysts' radar today.
GST implementation, more government reforms, revival in earnings and consistent inflow of foreign money are key drivers going ahead.
DSP BlackRock MF sees Nifty50 climbing above 9,500 by December 2017.
AB Fashion, Voltas and Welspun India are among a few stocks that investors are focusing on Monday.
“Investors’ response to the event was pretty rational. The risks which emanated from US airstrike on Syria airbase is somewhat contained.
Credit Suisse conducted a sentiment survey at its Asian Investment Conference during March 27-30, that saw participation from thinkers, policy makers, political leaders and over 330 companies from 15 countries in the region.
Credit Suisse maintains an outperform rating on United Spirits with a 12-month target price of Rs 2,500.
There was no definitive confirmation that Credit Suisse was the main target of the fraud investigations, run by at least four European countries and Canberra and apparently involving hundreds of suspects.
"Two main overweight markets are China and India and that continues to be the theme and the focus", Mickey Doshi, CEO India at Credit Suisse told CNBC-TV18.
Actions around Indus’ consolidation and how it plays out along with incremental market share seen as reasons to be positive on the stock
"NPA resolution will involve deep haircuts. So you need ability to empower the banks or the bad banks to be able to take that haircut and you will need to provide capital to the banks because if they have to take this magnitude of haircut, they need more capital", Ashish Gupta, Head of Research-India at Credit Suisse told CNBC-TV18.
Bharat Financial Inclusion, Airtel and Zee Entertainment could be on investors' mind. Meanwhile, they also have a view on information technology and automobile sector.
"India for us has been an important country, I am a big believer in the country, it is one of the largest and fastest growth globally and definitely in Asia. We have seen it growing faster than China", Helman Sitohang, CEO-Asia Pacific at Credit Suisse told CNBC-TV18.
Mahindra and Mahindra along with financials sector are on the radar of investors. They remain mixed on the automobile major and have raised concerns on stocks in the financial sector.
"We are reviewing MSCI Asia ex-Japan year-end target of 580 as we have just passed it. We continue to suggest buying the dips," Siva says.
What matters is how we position within the market and in that our call though it has not worked in the first 3-months this year is to prefer the non-India stories and be underweight on the India stories, says Neelkanth Mishra, MD & India Equity Strategist, Credit Suisse.
Foreign investors pumped in $3.4 billion in the capital markets so far the month of March. The latest inflow follows a net investment of Rs 15,862 crore in equity and debt last month. Prior to that, FPIs had pulled out a total of over Rs 80,000 crore in October-January.
Credit Suisse has raised target price on Tata Steel to Rs 600 following 8 percent increase in FY18/19 EPS estimates, citing likely higher output and better spreads in European Union industry.
The sectors negatively impacted by rupee appreciation are IT, pharma, metals and private refiners. Beneficiaries include those with USD cost/rupee revenues or those with unhedged USD loans.