Global View: Bharti Airtel, UPL and Phoenix Mill could give 20-30% return?
Indian market is likely to consolidate on Wednesday through the day amid muted global cues, but there will be stock-specific action in which global brokerage came out with their reports on business development, or earnings outlook
Indian market is likely to consolidate on Wednesday through the day amid muted global cues, but there will be stock-specific action in which global brokerage came out with their reports on business development, or earnings outlook.
We have collated a list of recommendations from various global brokerage firms according to a Zee Business TV report:
Bharti Airtel: Buy| Target Rs 915
CLSA maintained a buy rating on Bharti Airtel with a target of Rs 915 that translates into an upside of over 33 per cent from Rs 683 recorded on 8 March.
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Bharti’s lead in enterprise services vs Tata comm to extend growth trajectory. Bharti is a growth shelter amidst ongoing geopolitical tension, said the note.
The global investment bank sees upside potential both to growth and its valuation.
UPL: Overweight| Target Rs 914
Morgan Stanley maintained an overweight rating on UPL but slashed its target to Rs 914 from Rs 951. A target price cut still translates into an upside of over 26 per cent from Rs 724 recorded on 8 March.
Strong farm incomes, track record of execution, & compelling valuations are key positives. The company announced $150m buyback and the leverage is reasonable.
Key catalysts will be net debt reduction in 4Q, the outlook from global crop protection co's & F22 analyst meeting, said the note.
Phoenix Mill: Buy| Target Rs 1174
CLSA maintained a buy rating on Phoenix Mill but slashed its target to Rs 1174 from Rs 1300 earlier. A target price cut still translates into an upside of over 31 per cent from Rs 895 recorded on 8 March.
Feb 2022 saw a sharp recovery following the third wave of covid. March 2022 is likely to see further improvement.
The global investment bank expects rentals to see 30% CAGR over FY 22-27 CL. The risk-to-reward is favorable.
(Disclaimer: The views/suggestions/advice expressed here in this article are solely by investment experts. Zee Business suggests its readers to consult with their investment advisers before making any financial decision.)
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