Earnings upgrade cycle is key to sustaining valuations that otherwise look slightly stretched at 17-18 times forward earnings, says the Citi note

Houseviews: Analysts bet on 7 largecaps, 5 midcaps for profit

Credit Suisse says GST is a major negative for alcohol companies as they are kept out of GST and earnings could get hit by 15-20 percent in FY18. It says input cost inflation could hit margin by 150-200 basis points. Input taxes on raw materials may become stranded with no offsets.

Emami positional buy, says Sudarshan Sukhani

Sudarshan Sukhani of s2analytics.com is of the view that one can buy Emami and Jain Irrigation Systems.

Short Tata Motors DVR, pick Sobha: Rajat Bose

Rajat Bose of rajatkbose.com is of the view that one can short Tata Motors DVR and pick Sobha.

Sell Asian Paints, Bank of Baroda, Emami: Rajat Bose

Rajat Bose of rajatkbose.com is of the view that one can sell Asian Paints, Bank of Baroda and Emami.

Infosys, HDFC Bank, Aurobindo are top picks: R Sreesankar

R Sreesankar, Head Institutional Equities, Prabhudas Lilladher in an interview to CNBC-TV18 shared his rationale for picking Infosys, HDFC Bank, Aurobindo Pharma, Jubilant Life and Glenmark as his top picks.

IDFC Bank's rally may be short-lived: SP Tulsian

Market expert, SP Tulsian, sptulsian.com, told CNBC-TV18 that IDFC Bank's bullish run may not last very long. He said he doesn't see any justification for the stock going up.

Here are some stock ideas from SP Tulsian

Watch the interview of SP Tulsian of sptulsian.com with Latha Venkatesh and Sonia Shenoy on CNBC-TV18, in which he shared his reading and outlook on the fundamentals of the market, specific stocks and sectors.

Super 6 stock picks for April 5

Ruchit Jain of Angel Broking recommends buying Buy HCL Technologies with a target of Rs 885 and Hindustan Unilever with a target of Rs 910.

Stay invested in Emami, says Mayuresh Joshi

According to Mayuresh Joshi of Angel Broking, one may stay invested in Emami.

Buy Infosys, Emami: Sudarshan Sukhani

Sudarshan Sukhani of s2analytics.com is of the view that oen can buy Infosys and Emami.

Invest in Emami, Jet Airways may test Rs 643: Rajat Bose

Rajat Bose of rajatkbose.com recommends investing in Emami and feels that Jet Airways may test Rs 643.

Bull's Eye: Buy PFC, JK Tyre, Aurobindo Pharma, Emami

Manas Jaiswal of manasjaiswal.com recommends buying Bajaj Hindusthan with a target of Rs 20 and City Union Bank with a target of Rs 97.50.

Bull's Eye: Buy Emami, Castrol, Aurobindo Pharma, NOCIL

Manas Jaiswal of manasjaiswal.com recommends buying Cummins India with a target of Rs 1075 and Mercator with a target of Rs 32.

Nomura cuts target price, EPS & revenue estimates of Emami

The brokerage has also cut FY16/FY17F/FY18 revenue estimates by 3.9 percent/4.3 percent/4.4 percent due to lower Kesh King sales this year, a delayed winter season and a slower-than-expected pick-up in consumption.

Samvat 2072: Top Diwali portfolio picks by Dipan Mehta

Dipan Mehta, Member at BSE & NSE is of the view that one can add selective banks, auto, pharma and FMCG stocks in the portfolio.

Buy Motherson Sumi, Emami, HCL Infosystems: Pritesh Mehta

Pritesh Mehta of IIFL recommends buying Motherson Sumi Systems, Emami and HCL Infosystems.

Accumulate FMCG, pick HUL, Godrej Consumer, Emami: Elara

Harendra Kumar of Elara Capital recommends accumulating FMCG stocks including HUL, Godrej Consumer Products and Emami.

Bull's Eye: Voltas, HDIL, Ramco Ind, Rel Infra, Emami

CA Rudramurthy BV of Vachana Investments advises buying Ramco Industries with a target of Rs 119.

Bull's Eye: Buy Emami, Sintex, Apollo Hospitals, DLF

Dharmesh Kant of India Nivesh Securities recommends buying PTC India Financial Services with a target of Rs 49.

Buy SKS Micro, Emami: Sudarshan Sukhani

According to Sudarshan Sukhani of s2analytics.com, one may buy SKS Microfinance and Emami.

Alembic, Marico qualify as today‘s A-list stocks

CNBC-TV18's research team brings you the cherry-picked companies from among thousands of listed stocks, which stand out on their own fundamentals. Two worthy of an A-list stature are Alembic Pharma and Marico.

Accumulate Britannia, Godrej Consumer, Marico: Elara Cap

Harendra Kumar of Elara Capital is of the view that one can accumulate Britannia Industries, Godrej Consumer Products and Marico and feels that largecap FMCG stocks can see buying from the current level.

Prefer Hexaware, NIIT Tech, Mindtree: Dipan Mehta

According to Dipan Mehta, Member at BSE & NSE, one may prefer Hexaware, Mindtree, NIIT Technologies and Tata Elxsi.

Prefer Emami, Apollo Tyres: Sudarshan Sukhani

Sudarshan Sukhani of s2analytics.com is of the view that one may prefer Emami and Apollo Tyres.