Jio Financial Services Ltd. Tgt268
BP Wealth
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
08 Mar 2025 | Jio Financial |
BP Wealth
|
294.20 | 268.00 | 221.81 (32.64%) | Target met |
Buy
|
||||
07 Mar 2025 | Indian Bank |
Geojit BNP Paribas
|
724.60 | 619.00 | 530.15 (36.68%) | Target met |
Buy
|
||||
05 Mar 2025 | Manappuram Finance |
Geojit BNP Paribas
|
282.75 | 222.00 | 203.68 (38.82%) | Target met |
Accumulate
|
||||
05 Mar 2025 | City Union Bank |
Geojit BNP Paribas
|
210.15 | 167.00 | 152.95 (37.40%) | Target met |
Accumulate
|
||||
04 Mar 2025 | City Union Bank |
ICICI Securities Limited
|
210.15 | 200.00 | 147.04 (42.92%) | Target met |
Buy
|
Improving resilience on NIM/growth; risk-reward favourable at current valuations
ICICI Securities Limited
We upgrade City Union Bank (CUBK) to BUY with an unchanged target price of INR 200, valuing the stock at ~1.45x FY26E ABV, broadly in-line with forward RoAs. Post ~17% stock price correction in the last month, CUBK’s valuation at ~1.1x forward book is near its lowest in the last three years – juxtaposed with an improved growth outlook and NIM resilience.
|
|||
04 Mar 2025 | HDFC Life Insurance |
Sharekhan
|
756.60 | 870.00 | 616.50 (22.73%) | 14.99 |
Buy
|
||||
04 Mar 2025 | DCB Bank |
Motilal Oswal
|
123.15 | 150.00 | 101.92 (20.83%) | Target met |
Buy
|
Growth outlook steady; RoA likely to improve to 1%
Motilal Oswal
DCB Bank (DCBB) has experienced a healthy recovery in loan growth over the past two years after reporting tepid trends over FY20-22. The bank continues to focus on granular retail loans with a retail mix (ex-Agri) at 65% of the overall portfolio.
|
|||
03 Mar 2025 | L&T Finance |
Motilal Oswal
|
244.84 | 170.00 | 138.25 (77.10%) | Target met |
Buy
|
Navigating challenges and pivoting for long-term resilience
Motilal Oswal
L&T Finance (LTF), much like its MFI industry peers, is also navigating a tough period in microfinance but has admittedly exhibited much better asset quality performance (or lower credit costs) in the current MFI credit cycle.
|
|||
03 Mar 2025 | SBI |
Ventura
|
870.75 | 1049.00 | 95.52 (811.59%) | 20.47 |
Buy
|
||||
02 Mar 2025 | Au SF Bank |
Axis Direct
|
738.40 | 622.00 | 565.70 (30.53%) | Target met |
Buy
|
||||
more
loading
|