Buy, Sell, Hold: 7 stocks and 1 sector are on analysts’ radar today

Trade

• Watchlist
• Portfolio
• Message
• Set Alert

 

 

live

• bselive
• nselive

Volume

Todays L/H

More

×

Oberoi Realty

Brokerage: CLSA | Rating: Buy | Target: Raised to Rs 516

The global broking firm said that the recently-awarded Thane project could substantially scale up its residential sales. In fact, it expects the project to add 30-40 percent to its project portfolio by area. While land acquisition will rise gearing to 0.2x, there is still room to gear up further, the report added.

NTPC

Brokerage: CLSA | Rating: Buy | Target: Raised to Rs 200

CLSA said that the company is set to commercialise 660 MW Solapur project, and one more could follow. Further, it expects a pick-up in regulated equity growth to 21.4% by Q4. It also expects growth in the regulated entity by 54 percent over FY17-19 on better commissioning.

GSK

Brokerage: Nomura | Rating: Neutral | Target: Lowered to Rs 5,271

Nomura observed that growth pressure has remained, but long term headwinds remain intact. Moreover, a strong innovation in formats and adjacent products and pack sizes is needed, the brokerage added. It thinks that the recent intro to sachets and increased marketing spend is a step in the right direction.

KNR Cons

Brokerage: Nomura | Rating: Buy | Target: Rs 287

Nomura said that the Rs 884-crore Telangana order win addresses orderbook concerns. Further, it believes that the management could be able to maintain guidance of Rs 1,000 crore in order wins from NHAI.

Glenmark

Brokerage: Nomura | Rating: Buy | Target: Rs 880

The broking firm expects competition for gNitrostat to remain limited and probably a few more limited competition launches in the near term.

GAIL

Brokerage: HSBC | Rating: Hold | Target: Raised to Rs 432

HSBC said that US LNG Projects are a key variable for future earnings trajectory. Further, it said that the downside was limited to volume but take-or-pay charge remains a risk.

Shoppers Stop

Brokerage: Axis Cap | Rating: Buy | Target: Raised to Rs 550

Axis Cap highlighted that the company had approved selling of 5 percent stake to Amazon’s investment arm. This, it said, could reduce the debt of the firm by Rs 180 crore. Further, it believes that the company is a good play in the urban recovery theme and expects the deal to boost Omni channel adding Rs 100 crore sales in FY19.

Autos

Brokerage: CLSA

CLSA forecasts passenger vehicles/2-wheelers to grow 12%/13% YoY in FY18 and expects M&HCVs to decline 5% YoY in FY18. Further, it added that Maruti continued to grow faster than PV industry led by a ramp up in Gujarat plant.