From Tata Chemicals to SRF: Is it the right time to invest in chemical stocks? Heres what Morgan Stanley says
Chemical stocks in India: Global brokerage Morgan Stanley has revised its calls and targets on a few chemical stocks-Aarti Industries, SRF, Tata Chemicals, PI Industries, and Navin Fluorine-at the current juncture on Dalal Street.
Chemical stocks in India: Global brokerage Morgan Stanley has revised its calls and targets on a few chemical stocks—Aarti Industries, SRF, Tata Chemicals, PI Industries, and Navin Fluorine—at the current juncture on Dalal Street.
Check out the latest target prices on Aarti Industries, SRF, Tata Chemicals, PI Industries, and Navin Fluorine:
Morgan Stanley on chemicals stocks
In a recent report on chemical stocks, Morgan Stanley said, "Still not out of the woods." "Remain on the sidelines until an earnings upgrade cycle," it added. The brokerage noted that it preferred commodity chemicals.
Aarti Industries share price target
Morgan Stanley has downgraded Aarti Industries to an equal-weight rating from an overweight rating. The brokerage has raised the target to Rs 613 from Rs 575. "Downgrade Aarti Industries as stock has doubled since early November and now prices are in the upper end of the company EBITDA guidance," the brokerage noted.
SRF share price target
The brokerage has downgraded SRF to an equal-weight from overweight and has trimmed its target to Rs 2,115 from Rs 2,557. Morgan Stanley has downgraded SRF as key risks include recovery uncertainty, competition, extended packaging, and downturn among others.
Tata Chemicals share price target
Morgan Stanley has downgraded the Tata group chemical stock to 'underweight' from 'equal-weight' with a reduced target of Rs 843 from Rs 904.
PI Industries share price target
Morgan Stanley has kept an underweight call on PI Industries with a raise in target to Rs 3,350 from Rs 3,245.
Navin Fluorine share price target
Morgan Stanley has maintained an 'underweight' on the Navin Fluorine stock. The brokerage has reduced the target to Rs 2,633 from Rs 2,871.
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