Brokerage Reports
|
Updated on 10 Nov 2025, 03:51 am
Reviewed By
Satyam Jha | Whalesbook News Team
▶
Motilal Oswal Financial Services Ltd has identified L&T Finance Holdings Limited and Rubicon Research as its top stock picks for the week starting November 10, 2025.
**L&T Finance Holdings**: Motilal Oswal recommends L&T Finance for its strategic shift towards becoming a "risk-first, tech-first, multi-product retail financier." The company leverages advanced digital platforms and AI for underwriting and portfolio management, improving scalability and asset quality through partnerships with PhonePe and Amazon. Expansion into gold loans and growth in retail segments are positive factors. Motilal Oswal projects a 10% upside, targeting Rs 330.
**Rubicon Research**: Rubicon Research is highlighted for its strength as a research-led pharmaceutical player focusing on regulated markets like the US. Its competitive edge comes from robust R&D, efficient manufacturing, and compliance. Growth is driven by successful launches of generics and nasal sprays, and a focus on CNS therapies. Motilal Oswal forecasts an 18% upside, targeting Rs 740.
**Impact**: These recommendations from a prominent financial firm can significantly boost investor interest and potentially drive stock prices for L&T Finance Holdings and Rubicon Research. The news also reflects broader trends in digital finance and pharmaceutical innovation. Rating: 7/10
**Explanation of Difficult Terms**: * **Risk-first, tech-first, multi-product retail financier**: Prioritizing risk management and technology to offer various financial products to individuals. * **AI-led underwriting**: Using AI to assess loan risks and approvals. * **Regulated markets**: Markets with strict government oversight (e.g., US pharma). * **R&D (Research and Development)**: Creating new products/technologies. * **Generics**: Affordable versions of brand-name drugs. * **CNS therapies**: Treatments for the Central Nervous System.