Buy, sell, hold: Top stock picks post Budget 2017

Deutsche BankIncrease target for ITC to Rs 310 from Rs 290 per share. Top picks in staples: ITC, Godrej, Nestle, Marico, Bajaj Top discretionary picks are Titan & JubilantRemain on the sidelines on Asian Paints, Britannia, Colgate, Dabur, Emami and HULKey beneficiaries: DLF, SBI, M&M Financail, ITC, M&M, Hero Motocorp

IDFC Securities

Upgrade cement weight to neutral. Remove Suzlon from top buy.Budget picks in large cap space: ITC, L&T, UltraTech, Asian Paints and HPCLTop Picks in small & midcaps: Rallis, Ramco Cem, Chennai Petro, Tata Comm & Sintex

Citi Consumption Picks: M&M, Maruti, Hero, EmamiLNG Gas Picks Petronet, IGL, GSPLCement Picks: UltraTech & Shree Cements

IIFL Positive On Hero MotoCorp, Bajaj Auto, TVS Motor, Eicher, Maruti, Tata MotorsAshok Leyland, M&M, Gruh Fin, Repco Home Fin, Can Fin, LIC Housing, DHFL Negative on Suzlon, Inox  Wind and Ujaas Energy