First Light | Amber Enterprises, CPI And IIP, Credit Composition, Hero Motocorp, Thermax, Bandhan Bank, Indraprastha Gas, Zydus Wellness
AMBER: Persistent near-term challenges; cut to SELL. CPI and IIP: Still some pain points on inflation. Credit Composition: Study on personal loans. HMCL: Healthy quarter but positives priced in. TMX: Improving order outlook; maintain HOLD. BANDHAN: Recovery on track. IGL: Legacy UP, new GAs can offset slowdown, reiterate BUY. ZYWL: Seasonally weak quarter