03 Dec , 2024 By : Debdeep Gupta
Jefferies On Global Heath
Buy Call, Target At `1,170/Sh
Co Continues To Witness Steady Operations In Gurugram
Sequential Recovery Is Underway In Lucknow & Patna Hospitals Operations Remain Strong
Over the Next 5 Yrs, Co Earmarked Capex Of `2,800 Cr For Nearly 2,900 Beds Which Includes Major Projects
Delay At Indore Is A Disappointment But Co Is Exploring Other Options To Enter Market
Morgan Stanley On Gujarat Gas
Overweight Call, Target At `614/Sh
CNG Price Hike Follows Its Other Peers In Increasing Prices For Natural Gas Used For Vehicles
Current Price Hike Of 2% For CNG, Believe, Is First Of Three/Four Price Hikes In Coming Months
If Taxes For Natural Gas Are Rationalised At the State Level, May Not Need More Than One Price Hike
Prefer GAIL & Reliance Over Gujarat Gas
Citi On M&M
Buy Call, Target At `3,520/Sh
See Some Slowing In the Pace Of Growth Sequentially
Volatility In Volumes Could Also Reflect Fluctuations In Inventory
Management Noted That Healthy Reservoir Levels & Higher Msp Augur Well For Key Rabi Crops
Farmer Sentiments Are Also Positive
Good Progress In Rabi Crop Sowing & Healthy Harvest May Support Demand For Tractors
HSBC On Bajaj Finance
Buy Call, Target At `7,740/Sh
Cut FY25-27 EPS By 1-2% Due To A Cut In Fee & Interest Income As This Book Runs Down
Believe Co Offers Value At Current Valuations
HSBC On Autos
PV Retail Fell On The Back Of Shift In Festive Season
2-wheeler Retails Maintained Momentum And Grew By 16%
CV Industry Maintained Pricing Discipline Despite Weak Demand
Tractor Inventory Normalised With Higher Retail
Ola Market Share Decreased To 25%, Bajaj Was At 22%, And TVS At 23%
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