Consumer Durables
Prabhudas Lilladhar
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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08 Jan 2025 | Consumer Durables |
Prabhudas Lilladhar
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Sector Update
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08 Jan 2025 | Oil and Gas |
Prabhudas Lilladhar
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Sector Update
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08 Jan 2025 | Laxmi Dental |
SBI Securities
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305.95 |
IPO Note
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08 Jan 2025 | Page Industries |
Motilal Oswal
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44130.00 | 57500.00 | 48063.30 (-8.18%) | 30.30 |
Buy
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On the road to recovery; long runway for growth ahead
Motilal Oswal
PAGE Industries (PAGE) is well-positioned to capitalize on India's growing innerwear (9% of the apparel industry) and athleisure markets, aided by favorable macroeconomic trends such as rising incomes, urbanization, and a young population.
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08 Jan 2025 | Hindalco Industries |
Emkay
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758.05 | 550.00 | 586.65 (29.22%) | Target met |
Sell
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Novelis preliminary business update indicates near-term pain
Emkay
Novelis has indicated that its Q3FY25 EBITDA could range at USD360-370mn (-21% QoQ; -14% vs Emkay). Q3 shipments are expected to range at 900-910kt – slightly lower than our estimate of 913kt, and 945kt shipments in Q2
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08 Jan 2025 | Hindustan Unilever |
Emkay
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2580.50 | 2675.00 | 2401.00 (7.48%) | Target met |
Buy
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‘Minimalist’ brand acquisition to be positive for the brand and HUL
Emkay
We consider media insights (link), of HUL looking to acquire the Minimalist brand, as positive. With 100% own capacity and differentiated approach to address skin- and hair-care needs of cohorts, Minimalist has rapidly logged Rs3.5bn in revenue for FY24, with a mid-single-digit margin.
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08 Jan 2025 | Indian Economy |
IDBI Capital
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Strategy Note
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08 Jan 2025 | Bank Nifty |
SBI Securities
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54809.30 |
Daily Note
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08 Jan 2025 | Nifty 50 |
SBI Securities
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25114.00 |
Daily Note
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08 Jan 2025 | Indian Economy |
Edelweiss
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Economy Update
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