Investment Reports
Get to know the rationale behind great ideas for you to make sound long term investment decisions.
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Axis Annual Analysis:Bajaj Finance
Axis Annual Analysis:Bajaj Finance15 Jul 2025
Stocks covered (1)
We reiterate our BUY recommendation on BAF, valuing it at 4.9x FY27E ABV and arriving at a Target Price of Rs 1,050/share, which implies an upside potential of 14% from the CMP. -
Result Update:HCL Technologies
Result Update:HCL Technologies15 Jul 2025
Stocks covered (1)
We resume our coverage with a HOLD rating on the stock. -
Daily Fundamental View:15 July 2025
Daily Fundamental View:15 July 202515 Jul 2025
Asian Markets are trading positively as investors appear to look past U.S. President Donald Trump’s on-again-off-again tariffs and await a slew of economic data releases out of China. Nikkei, Hang Seng, and Shanghai are up by 0.29%, 1.2% and 0.07%, respectively. -
Company Update:Galaxy Surfact.
Company Update:Galaxy Surfact.14 Jul 2025
The stock is currently not under our coverage, and we do not have a view on the same. The stock currently trades at 29x of its FY25 EPS. -
Result Update:Avenue Super.
Result Update:Avenue Super.14 Jul 2025
Stocks covered (1)
With an 18% upside from the CMP, we maintain a BUY rating on the stock. -
Daily Fundamental View:14 July 2025
Daily Fundamental View:14 July 202514 Jul 2025
Asian Markets are trading mixed as investors assess the impact of U.S. President Donald Trump’s 30% tariffs on the European Union and Mexico that were imposed over the weekend. Nikkei is down 0.42%, while Hang Seng and Shanghai Composite are up 0.1% and 0.35%, respectively. -
Pick of the Week:K E C Intl.
Pick of the Week:K E C Intl.14 Jul 2025
Stocks covered (1)
The stock is currently trading at 24x/17x FY26E/27E EPS. We maintain our BUY rating on the stock with a TP of Rs 950/share, implying an upside of 10% from the CMP. -
Result Update:TCS
Result Update:TCS11 Jul 2025
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Daily Fundamental View:11 July 2025
Daily Fundamental View:11 July 202511 Jul 2025
Asian Markets are trading mixed after U.S. President Donald Trump announced 35% tariffs on Canada starting 1st August. He also signalled plans to impose blanket tariffs of 15% or 20% on most trade partners. The Nikkei slipped 0.06%, while Hang Seng and Shanghai Composite rose 1.41% and 0.64%.
