Whalesbook
Market Gire Par Aas Nahi Chhuti!
Dekho, hafte bhar se market mein thoda upar-neeche ho raha hai, Nifty aur Sensex bhi thode gire hain. Par isi beech, bade-bade research firms jaise Motilal Oswal, Nomura, Jefferies, Nuvama, Emkay Global, Axis Securities, aur HSBC ne 10 aise stocks nikal liye hain jinke bhaav aage jaakar badh sakte hain. Yeh sirf andaza nahi hai, company ke khud ke numbers aur future plans bhi mast hain. Analysts ko lagta hai ki yeh companies kuch khaas karne wali hain.
Kaunse Stocks Hain Top Picks Aur Kyu?
Motal Oswal ko Waaree Energies (market cap ₹92,800 Cr) par bharosa hai aur unhone target badha kar ₹3,850 kar diya hai, matlab lagbhag 19% ka potential gain. Company solar energy mein zabardast expansion kar rahi hai. Fir hai Coforge, IT services wali company, jise Jefferies ne ₹1,860 ka target diya hai, matlab 61% ka upside! March quarter results ekdum faadu the. Paytm (One97 Communications) par Emkay Global ka 'Buy' rating hai aur target ₹1,500 hai, jo 25% rise dikha raha hai, lending aur merchant services mein stable performance ke karan. Nuvama ne toh BSE ka target ₹4,570 kar diya hai, 15.3% ka upside, kyunki revenue 85% saal-dar-saal badha hai. Axis Securities ne Eternal par 'Buy' rating rakha hai ₹360 ke target ke saath, matlab 46% ka upside.
Britannia Industries (market cap ₹1.33 lakh Cr) mein margin pressure hai par P/E 55-57 times hai, jo investor confidence dikhata hai. Nomura ka target ₹7,530 hai, 30% upside. CG Power par Motilal Oswal ne ₹940 ka target diya hai, 13% upside. Godrej Properties par HSBC ne ₹2,900 ka target diya hai, matlab 52.6% ka tagda gain, project completion jaldi hone se. Ather Energy toh ek saal mein 210% bhaga hai, Nomura ka target ₹1,120 hai, 20% upside. Aur Kotak Mahindra Bank par Motilal Oswal ka target ₹470 hai, 23% upside.
Risks Ko Bhi Mat Bhoolna!
Par sab kuch itna bhi smooth nahi hai. Eternal ka valuation toh ekdum crazy hai, P/E ratio 629 se 1000 ke upar chal raha hai, sector average se bhi bahut zyada. Paytm ko regulatory risks hain, PhonePe se competition bhi hai. Britannia mein bhi freight costs aur supply chain issues hain. Coforge par toh Mphasis ka case bhi chal raha hai. Ather Energy toh abhi loss mein hai, P/E negative hai. Kotak Mahindra Bank stock thoda neeche gaya tha May 4, 2026 ko, par fundamentals strong hain.