Buy, sell, hold: 15 stocks to watch out for your portfolio

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Moneycontrol BureauHere are 25 stocks that analysts are watching out today.Tata CommunicationMotilal Oswal recommends buying with a target of Rs 778 per share. It sees healthy 10 percent CAGR in data revenue over FY16-19 and expects 490 basis points expansion in core EBITDA margin over FY16-19.

Cement companiesJefferies expects cement demand to recover in FY18/19 as it sees improvement in realisation as capacity. It initiates call on Dalmia Bharat with buy and target of Rs 2227 per share. It has underperform rating on ACC and Ambuja with a target of Rs 1174 and Rs 187 per share. It has hold rating on India Cements with target at Rs 129 per share and JK Lakshmi with target at Rs 386 per share. It has hold rating on Ramco Cements with target at Rs 603 per share, hold rating on Shree Cement with target at Rs 14791 and hold rating on UltraTech with target at Rs 3349 per share.

Coal IndiaCredit Suisse maintains outperform with target unchanged at Rs 395 per share as auction premiums rise further in December. It says coking coal price hike should help offset some of the cost pressures.

VedantaMacquarie reiterates outperform with target increased to Rs 320 from Rs 270 per share expecting the Cairn merger to be completed in Q2FY18. It says access to USD 3.5 billion cash of Cairn should address leverage issues. Regulatory approvals for cairn merger and earnings upgrades key catalysts. HindalcoMacquarie has outperform call on the stock with target at Rs 230 per share as cost inflation drives 6-8 percent. It estimates the company to generate 12-18 percent free cash flow in FY17-19. 

NalcoMacquarie has downgraded to neutral from outperform rating with target increased to Rs 72 from Rs 60 per share as improving fundamentals underpin prices.

Hindustan ZincMacquarie reiterate outperform call with target increased to Rs 310 from Rs 290 per share. It says the company may get back on growth path with over 2 percent annual volumes in FY18.

Jubilant FoodWorksCiti retain sell call with target cut to Rs 790 from Rs 945 per share as revenue outlook subdued. It says course correction could take time and execution is crucial.

Bajaj AutoCIMB cut sales volume for FY17-19 by 5-10 percent due to demonetisation and lower export. It has  limited FY17-19 EPS cuts to 2-6 percent due to pricing discipline and cost control. It expects export sales to gradually recover, following the oil price revival. It recommends to keep add rating with a slightly lower price to earnings based target of Rs 3119 per share.