Top 10 Stocks: शेयर बाजार में बजट के पहले कमजोरी नजर आ रही है. सेंसेक्स-निफ्टी, बैंक निफ्टी और मिडकैप इंडेक्स भी सभी कमजोरी के साथ खुले. लेकिन इस बीच कई स्टॉक्स पर भी नजर है. पहली तिमाही के नतीजों, ब्रोकरेज कॉल, खबरों के चलते आज कुछ खास शेयरों में हलचल है. आज इंट्राडे में जिन 10 शेयरों पर बड़े ट्रिगर्स आ रहे हैं, उनकी डीटेल्स आप नीचे चेक कर सकते हैं.

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1.Reliance industries

Q1FY25, QoQ ~ Below Estimate 

Revenues Down 2%, Profit Down 17.9%

Margins 16.7% v/s 18%

Weakness in O2C business drag overall performance 

Majority brokerage house cut target

Morgan Stanley on Reliance Industries (CMP 3110)

Maintain Overweight , Target cut to 3417 from 3540

 

JP Morgan on Reliance Industries (CMP 3110)

Maintain Overweight , Target cut to 3307 from 3320

Goldman Sachs on Reliance Industries (CMP 3110)

Maintain Buy , Target cut to 3415 from 3430

 

2.HDFC Bank ~ Mix Numbers 

NII Up 26.4%, Profit Up 35.3%

GNPA 1.33% v/s 1.24 %

NIM 3.47% v/s 3.44%

Board approves IPO of HDB Financial 

Brokerage Mix

JP Morgan on HDFC Bank (CMP 1607)

Downgrade to Neutral from Overweight, Target cut to 1700 from 1800

Nomura on HDFC Bank (CMP 1607)

Maintain Neutral , Target 1720 from 1660

3.Kotak Bank

Growth is Ok, but internals not great

NII Up 9.8%, Profit Up 76.3% to Rs 6249.8 cr

Exceptional Gain of Rs 3520 cr on account of sale of Divestment of stake in Kotak General Insurance to Zurich Insurance Group

NIM 5.02% v/s 5.28% 

GNPA flat @ 1.39%

Brokerage Raise Target

Morgan Stanley on Kotak Mahindra Bank (CMP 1822)

Maintain Overweight , Target raised to 2300 from 2150

CLSA on Kotak Mahindra Bank (CMP 1822)

Maintain Outperform , Target raised to 2030 from 1920

4.Wipro ~ Numbers are Mix, Guidance is weak

Revenues Down 1.1%, Profit Up 5.9%

Margins 16.5% v/s 16%

Q2FY25 CC revenue guidance of -1% to +1% (+1% to 2% est) 

ADR DOWN 11.6%

5.JSW Steel

Weaker than estimates

Revenues Up 2%, Profit Down 64% to Rs 867 cr v/s estimate 1422 cr

Margins down to 12.8% v/s 16.7%

6.PVR Inox

Weak Results

Revenues Down 8.7%

Loss Rs 179 cr v/s Loss of Rs 82 cr

Margins 21.1% v/s 27%

7.Indian Hotels

in Line

Revenues Up 5.7%, Profit Up 12%

Margins 29% v/s 28%

Jefferies on Indian Hotels (CMP:578)

Maintain Buy, Target raised to 690 from 680

8.ICICI Lombard

Good Results 

Net Premium Earned Up 15.8%

Profit Up 48.7%

Rs 6/share Dividend  

Morgan Stanley on ICICI Lombard General Insurance Co (CMP: 1881)

Maintain Overweight, target raised to 2205 from 2010

9.Oberoi Realty

Good Results

Revenues Up 54.4%, Profit Up 81.7%

Margins 58% v/s 52%

CONCALL today at 4 PM

10.RBL Bank

Good Numbers

NII Up 19.5%, Profit Up 28.9%

NIM 5.67% v/s 5.45% 

GNPA 2.69% v/s 2.65%