Whalesbook
JM Financial Ka Focus: Eternal aur Lodha Developers!
Sabse pehle baat karte hain JM Financial ki. Woh Eternal par kaafi bullish hain aur unka target price ₹400 hai, matlab current price se 58% tak ka potential gain. Halanki Eternal ke Q4FY26 results expectations se thoda kam rahe, Blinkit mein slow growth ki wajah se. Lekin company ka management keh raha hai ki Q1 FY27 mein improvement dikhega. Medium term mein toh growth over 60% annual expected hai.
Real estate mein, JM Financial ne Lodha Developers ko bhi 'Buy' bola hai, target price ₹1,240 rakha hai. Yeh lagbhag 41% ka upside de sakta hai. Unki steady sales growth dekhne layak hai. Pichle quarter mein Lodha ki pre-sales ₹5,900 crore thi, jo pichle saal se 23% zyada hai. Poore FY26 mein ₹20,500 crore ki pre-sales hui hain, jo 16% increase hai.
Morgan Stanley Ne Maruti Suzuki Ko 'Overweight' Kiya
Morgan Stanley bhi Maruti Suzuki India Limited ke liye positive hai. Unhone 'Overweight' rating di hai aur target price ₹17,895 set kiya hai, jo 39% tak ka upside ho sakta hai. Brokerage ko lagta hai ki Maruti Suzuki overall auto industry se zyada tezi se grow karegi. Maruti ka apna forecast FY27 ke liye 10% domestic volume growth ka hai, jo Morgan Stanley ke 8% estimate se zyada hai.
Goldman Sachs Dekh Raha Hai Paytm Mein Potential
Goldman Sachs ne One97 Communications (Paytm) ko 'Buy' rating ke saath cover karna shuru kiya hai, target price ₹1,400 rakha hai. Isse 22% ka upside mil sakta hai. Haan, RBI ne Paytm Payments Bank Limited ka license toh cancel kar diya hai, par Goldman Sachs ko lagta hai ki Paytm ke core operations, khaas kar payments aur merchant expansion mein momentum abhi bhi hai. Brokerage ko lagta hai ki regulatory risks ko nazarandaaz karne wale investors ke liye current valuation attractive hai.
Nuvama Ne Sterling and Wilson Par Lagaya 'Buy' Ka Tikka
Aur last mein, Nuvama ne Sterling and Wilson Renewable Energy Limited ko bhi 'Buy' kiya hai. Improving margins, solid order pipeline, aur clearer balance sheet visibility reasons hain iske peeche. Nuvama ne target price ₹300 set kiya hai, matlab lagbhag 41% ka upside. Company ka FY27 ke liye 15% revenue aur order book growth ka guidance bhi strong future prospects dikha raha hai renewable energy sector mein.