DAILY MARKET MIRROR
SBI Securities
END OF DAY SUMMARY
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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04 Sep 2025 | Bank Nifty |
SBI Securities
|
54213.65 |
Daily Note
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04 Sep 2025 | Nifty 50 |
SBI Securities
|
24826.85 |
Daily Note
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03 Sep 2025 | ICICI Bank |
Emkay
|
1408.80 | 1700.00 | 1397.00 (0.84%) | 20.67 |
Buy
|
Well placed to allay growth/asset quality challenges
Emkay
ICICIB reported some moderation in credit growth at ~12% YoY in 1Q, mainly due to slower growth in retail loans (incl mortgages and unsecured loans) and demand remaining slack in the corporate portfolio.
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03 Sep 2025 | Star Health |
ICICI Securities Limited
|
459.25 | 512.00 | 452.05 (1.59%) | 11.49 |
Buy
|
Available earning levers make risk-reward attractive
ICICI Securities Limited
We believe Star Health (Star) is on a steady earnings growth trajectory driven by better incremental balance between volume growth and profitability, as witnessed in its Q1FY26 result (14% YoY growth in GEP while IFRS PAT grew 44% YoY).
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03 Sep 2025 | Nifty 50 |
SBI Securities
|
24826.85 |
Daily Note
|
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03 Sep 2025 | Bank Nifty |
SBI Securities
|
54213.65 |
Daily Note
|
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03 Sep 2025 | Market Movement |
IDBI Capital
|
Strategy Note
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03 Sep 2025 | World Economy and Markets |
Axis Direct
|
Daily Note
|
Daily Fundamental View:September 03, 2025
Axis Direct
Asian Markets are trading mixed as investors assess rising global bond yields and the latest developments on the trade front. Nikkei is trading down by 0.30%, while Hang Seng and Shanghai Composite are trading up by 0.64% and 0.19%, respectively.
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03 Sep 2025 | Tech Mahindra |
Axis Direct
|
1498.20 | 1660.00 | 1508.20 (-0.66%) | 10.80 |
Buy
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03 Sep 2025 | Astral |
Axis Direct
|
1410.20 | 1570.00 | 1425.70 (-1.09%) | 11.33 |
Buy
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03 Sep 2025 | Market Movement |
Ventura
|
Daily Note
|
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03 Sep 2025 | Tatva Chintan Pharma |
Deven Choksey
|
1046.30 | 860.00 | 1051.10 (-0.46%) | 17.81 |
Sell
|
Improving visibility and execution warrant upgrade amid stable demand outlook
Deven Choksey
We expect the company to sustain robust growth over FY27E, led by stronger volume offtake in SDA segment driven by Euro-7 demand, scale-up of agro and pharma intermediates, and increasing contribution from electrolyte salts.
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03 Sep 2025 | Automobiles & Auto Components |
invest4Edu
|
Sector Update
|
August Auto Sales Cool On GST Uncertainty; Exports And EVs Steady
invest4Edu
India’s auto sales in August 2025 reflected a broadly mixed trend across segments. The industry’s domestic retail performance softened as consumers deferred purchases in anticipation of potential GST cuts
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03 Sep 2025 | Bank Nifty |
SBI Securities
|
54213.65 |
Daily Note
|
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03 Sep 2025 | Nifty 50 |
SBI Securities
|
24826.85 |
Daily Note
|
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03 Sep 2025 | UPL |
Deven Choksey
|
708.00 | 749.00 | 710.65 (-0.37%) | 5.79 |
Accumulate
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03 Sep 2025 | Nifty 50 |
invest4Edu
|
24826.85 |
Daily Note
|
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02 Sep 2025 | Zydus Wellness |
Anand Rathi
|
2369.20 | 2995.00 | 2253.50 (5.13%) | Pre-Bonus/ Split |
Buy
|
Comfort Click acquisition is earnings accretive; Buy
Anand Rathi
Zydus’ acquisition of UK-based Comfort Click broadens its footprint across the UK, EU and USA. The transaction positions it to scale up its wellness range globally, a strategic step toward building a diversified, consumer-focused beauty, health & wellness portfolio.
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02 Sep 2025 | Cipla |
Sharekhan
|
1582.70 | 1754.00 | 1569.20 (0.86%) | 10.82 |
Buy
|
India, RoW biz to stay steady, US drug pipeline - the next trigger
Sharekhan
Cipla has robust domestic and global product pipelines. US product pipeline to be healthy and will be key to driving growth from H2FY26E and contribute significantly from FY27E onwards.
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02 Sep 2025 | Bank Nifty |
SBI Securities
|
54213.65 |
Daily Note
|
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