For MOSL, its top FY26E upgrades after the June quarter earnings include Tata Consumer, Eicher Motors, IndusInd Bank, Wipro and ICICI Bank, while top downgrades are Eternal, Axis Bank, Power Grid, Sun Pharma and Nestle.
Deputy Head of Research & Auto Analyst, Institutional Equities, at MOFSL spoke about the challenges and positives for the sector in CY23
While the general sentiment of the economy and specific sectors remains subdued, the lockdown in fact has given retail masses an opportunity to re-visit the deployment of their hard-earned money through judicious investments.
At the current juncture, the stock is comparatively light on positions and marginal long build-up is seen in the current bounce which is a positive sign for the counter.
This article is authored by Mr. Aashish Somaiyaa, MD & CEO Motilal Oswal Asset Management
Equity markets around the globe have been under pressure on account of trade war fears, interest rate hike and valuation concerns
Some of our top ideas include names like Tata Motors, ICICI Bank, SBI, ITC, Britannia, Hindalco, Colgate Palmolive India, Crompton Consumer, IOC Ltd, RBL Bank, Manpasand Beverages, Ultratech Cements and JK Cement, he said.
In an interview to CNBC-TV18's Prashant Nair and Ekta Batra, Sudarshan Sukhani of s2analytics.com and Ashwani Gujral of ashwanigujral.com shared their readings and outlook on market and specific stocks and Yogesh Mehta of MOSL gave his outlook on Futures and Options (F&O) side of the market, specific stocks and sectors.
Watch the interview of Ashwani Gujral of ashwanigujral.com, Sudarshan Sukhani of s2analytics.com, Mitesh Thacker of miteshthacker.com, sandeep wagle of powermywealth.com, Deven Choksey of KRChoksey Investment Managers and Yogesh Mehta of MOSL with Latha Venkatesh, Sonia Shenoy and Anuj Singhal on CNBC-TV18.
Watch the interview of Ashwani Gujral of ashwanigujral.com, Prakash Gaba of prakashgaba.com, Sudarshan Sukhani of s2analytics.com, Kunj Bansal, ED & CIO of Centrum Wealth Management and Yogesh Mehta, Associate Vice President- PCG Advisory Equities at MOSL with Latha Venkatesh and Sonia Shenoy on CNBC-TV18.
Watch the interview of Sudarshan Sukhani of s2analytics.com, Yogesh Mehta of MOSL and Ashwani Gujral of ashwanigujral.com with Prashant Nair and Ekta Batra on CNBC-TV18, in which they shared their reading and outlook on technicals, fundamentals and Futures and Options (F&O) side of the market as well as specific stocks and sectors.
Yogesh Mehta, Associate Vice President- PCG Advisory Equities at MOSL advises exiting Tata Motors DVR at around Rs 340-345.
Yogesh Mehta, Associate Vice President- PCG Advisory Equities at MOSL is of the view that one can hold Infosys.
Watch the interview of Yogesh Mehta, Assoc VP-PCG Adv Equities of MoSL with Reema Tendulkar and Ekta Batra on CNBC-TV18, in which he shared his reading and outlook on market and specific stocks.
Watch the interview of Yogesh Mehta, Associate Vice President, PCG Advisory -Equities of MOSL with Sumaira Abidi & Reema Tendulkar on CNBC-TV18, in which he shared his reading and outlook on market and specific stocks.
Watch the interview of Yogesh Mehta Associate Vice President of PCG Advisory - Equities, MOSL with Latha Venkatesh & Sumaira Abidi on CNBC-TV18, in which he shared his reading and outlook on market and specific stocks.