Indian Stocks Ka Bura Haal, Par Brokerages Ne Pakde 10 Gems Jinmein Hai **48%** Tak Ka Upside!

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AuthorIshaan Verma|Published at:
Indian Stocks Ka Bura Haal, Par Brokerages Ne Pakde 10 Gems Jinmein Hai **48%** Tak Ka Upside!
Overview

Yaar, iss hafte Indian share market mein kaafi gadbad rahi. West Asia mein badhti tensions aur energy prices ke rise ne Nifty 50 aur Sensex dono ko seedha neeche gira diya. Lekin tension mat lo, kyunki Motilal Oswal, Nomura, aur Jefferies jaise bade brokerages ne aise 10 stocks dhundh nikale hain jinmein **25%** se lekar **48%** tak ka zabardast upside potential hai. Ye picks IT, retail, infra, banking, aur consumer durables jaise sectors se hain.

Asal mein, West Asia mein jo geopolitical tensions badh rahi hain aur oil prices bhi upar jaa rahi hain, iska asar pure Indian market par dikha, jiske wajah se Nifty aur Sensex dono mein achhi khaasi girawat hui. Lekin, jab market girta hai tabhi toh smart investors mauke dhoondhte hain! Kai bade brokerages ne aise stocks pakde hain jo current situation mein bhi focus mein hain aur future mein badhiya returns de sakte hain. Unhone kuch stocks par 'Buy' rating di hai aur target prices bhi bade hain.

Retail sector mein, Motilal Oswal ne Trent par 'Buy' rating aur target ₹4,350 diya hai, jo ki 29% ka potential gain dikhata hai. Chahe thoda growth slow ho sakta hai, par company ki brand value aur cost control se woh achha perform karegi.

IT sector mein toh dhamaka hai! Nomura ne Infosys par 'Buy' call dekar sabko surprise kar diya, target ₹1,810 set kiya hai, matlab 42% tak ka upside. Infosys abhi ₹1,450 ke aas paas trade ho raha hai, aur uska market cap lagbhag ₹6.5 lakh crore hai. Waise hi, Nomura aur Motilal Oswal dono ne Sagility India par bhi 'Buy' bola hai, target ₹58 aur ₹55 ke hain, jabki stock abhi ₹38 par hai. U.S. healthcare market se strong revenue growth expect kar rahe hain yeh log.

Infrastructure aur Industrials mein bhi opportunities hain. JM Financial ko Balkrishna Industries pasand aaya, jiska target ₹2,540 hai, jo ki 25% upside de sakta hai. Yeh company niche global off-highway tyre market mein leader hai. Stock abhi ₹2,100 par hai aur company ka market cap ₹25,000 crore ke aas paas hai. Kalpataru Projects International ko Motilal Oswal ne ₹1,500 ka target diya hai, matlab 35% upside, kyunki unki order book Transmission & Distribution aur Buildings & Factories mein ekdum bhari hai. Aur JSW Infrastructure par Jefferies ka 'Buy' call hai, target ₹360, jo ki 48% upside predict karta hai. Geopolitical tensions ka is par zyada impact nahi padega. Stock abhi ₹260 par hai aur market cap ₹30,000 crore hai.

Banking mein, Motilal Oswal ne ICICI Bank par 'Buy' rating maintain ki hai aur target ₹1,750 set kiya hai, jo ki 40% se zyada ka potential return de sakta hai. Bank ki loan expansion, stable margins aur strong asset quality se steady growth expect hai. Current price ₹1,100 ke aas paas hai aur market cap ₹6.5 lakh crore hai.

Consumer Electronics mein, Jefferies ne LG Electronics ko 'Buy' kiya hai, target ₹1,910 ke saath, matlab 29% potential upside. Company ki price badhane ki strategy kaam aa sakti hai. Stock abhi ₹1,450 par hai aur market cap ₹15,000 crore hai.

Ab baat karte hain risks ki. Agar geopolitical tensions aur badhi toh overall market gir sakta hai. Competition, execution mein delays, ya global economic slowdown bhi in stocks ko affect kar sakta hai. Jaise Container Corporation of India (Concor) par Jefferies ka target ₹640 hai, jo ki 49% upside dikhata hai, par agar container volumes kam hue toh EBITDA par effect pad sakta hai. Concor abhi ₹450 par hai.

Toh overall, brokers ko lagta hai ki broad market mein headwinds hain, par ye specific companies apni dumdaar strategy se investors ko achha return de sakti hain.

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