Buy, sell, hold: 6 stocks analysts are watching out

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26 Aug, 2025 12:21

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Moneycontrol BureauReliance Industries

Morgan Stanley has overweight rating on Reliance Industries, with increased target at Rs 1,506 from Rs 1,280 as it feels energy earnings should exceed market expectations.

Energy return on capital employed is set to rise 500 bps by FY20 to 15 percent, the brokerage house believes.

ONGC

Credit Suisse has maintained neutral rating on ONGC, with unchanged target price at Rs 176.67 as it sees no near-term catalysts for the company.

It says oil-heavy project sanctions & improving gas output are positive.

The brokerage house believes company's capex should add meaningfully to output by second half of FY20 but it expects FY18 output for oil & gas to miss management target by 2-4 percent.

Bharti Airtel

With maintaining underperform rating on Bharti Airtel and unchanged target price at Rs 295, Credit Suisse 'tit-for-tat' aggression from Bharti is a departure from its historical passive response to competition.

This will likely pressure ARPU, revenues, margins and capex further, it feels.

The brokerage house continues to stay cautious and sees the recent strength in stocks as an opportunity to trim positions.

Infosys

Macquarie says buyback provisions are getting included in Articles of Association of Infosys.

Amendment of AoA to include buybacks will help reward shareholders, it adds.

Axis Bank, Kotak Mahindra Bank

Jefferies says Axis Bank is a much better franchise than Kotak Mahindra Bank.

There will be counter bids & pricing could become a winner's curse, it feels. The brokerage house says it is for Axis Bank board to reject or accept what Kotak Mahindra Bank is offering.

Rejection may result in an unwind of the built-up merger & acquisition premium, Jefferies feels.