Whalesbook
Haan toh, market jab thoda girti hai na, tabhi toh asli opportunity milti hai! Jab Nifty aur Sensex dono 2% neeche gire, tab bhi Motilal Oswal, Nomura, Jefferies jaise top research firms ne bola ki 10 stocks aise hain jin par dhyan do. Inmein analysts ko lagta hai ki 15% se 48% tak ka paisa ban sakta hai. Sirf market ke upar neeche dekhne se kaam nahi chalta, stock ke andar kya hai woh bhi dekho.
Motilal Oswal Kya Keh Raha Hai?
Motilal Oswal ne Delhivery ko 'Buy' bola hai aur target rakha hai ₹570, jisse 27% ka upside mil sakta hai. Unka kehna hai ki e-commerce badhne se aur market consolidate hone se express segment revenue 16% CAGR se grow karega FY25-FY28 tak. Sales bhi around 14% saalana badh sakti hai, aur operating profit (EBITDA) 44% tak aur net profit (PAT) 52% tak jump kar sakta hai.
Iske alawa, Radico Khaitan bhi unki favorite list mein hai, target hai ₹3,850, matlab 20% ka return. Karnataka mein jo excise policy change hone wali hai, us par bhi nazar hai.
Sunteck Realty ko bhi Motilal Oswal ne 'Buy' rating di hai, target ₹530, matlab lagbhag 48% ka bada upside! FY26-FY28 tak 23% pre-sales CAGR expect kar rahe hain, kyunki naye projects aa rahe hain. Unhone pichle saal ₹5,000 crore ke projects add kiye aur abhi ₹6,000-7,000 crore ka pipeline ready hai.
Cyient DLM mein Q4FY26 mein revenue thoda kam dikha, par Motilal Oswal ne 'Buy' rating rakhi hai aur target ₹470 ( matlab 31% upside). Next financial year se improvement ki full umeed hai, naye clients mil rahe hain aur defense orders bhi aa rahe hain.
Nomura Ki Nigaah
Nomura ko Mahindra & Mahindra bahut pasand hai, target ₹4,662 diya hai, jo ki 44% ka zabardast upside hai. Utility vehicles ki strong demand, electric offerings aur tractors ki steady performance iske peeche ke reasons hain.
Hydai Motor India ko bhi Nomura ne 'Buy' kiya hai, target ₹2,698, matlab 43% ka upside. Company ke paas acche new models aa rahe hain aur premiumization par bhi focus hai.
Baaki Brokerages Ka Kya Plan?
JM Financial ne PNB Housing Finance ko 'Buy' bola hai aur target ₹1,150 kar diya hai (pehle ₹950 tha), jo ki 17.5% ka upside dikhata hai.
Elara Capital ne Sagility India par 'Buy' rating di hai, target ₹54, matlab 26% ka potential profit. Company ke top US healthcare payers ke saath strong relations hain, jisse revenue growth ki kaafi umeed hai.