Axis Direct Broker Research reports

Q4FY25 Earnings Play : Auto OEMs: Ashok Leyland, TVS Motors. (M&M - Non-Coverage) Auto Ancillary: UNO Minda, Sansera Engineering Ltd, SSWL

we maintain our BUY rating on the stock

Asian markets traded lower as the sell-off resumed due to worries about the US-China trade war. The Nikkei, Hang Seng, and Shanghai were down 4.89%, 1.06%, and 0.33%, respectively.

We recommend a BUY rating on the stock with a target price of Rs 530/share, implying an upside of 10% from the CMP.

Asian markets traded lower as US President Trump's country-specific tariffs are set to be implemented. The Nikkei, Hang Seng, and Shanghai were down by 2.50%, 1.12%, and 0.09%, respectively.

OUR TOP 9 TRADING BUYs Earnings Play: Shriram Finance, Max Healthcare, Varun Beverages, JK Cement, KEC International, Kirloskar Brothers, V-Mart, APL Apollo Tubes, and Skipper limited

OUR TOP POSITIVE PLAYS Prestige Estates; Signature Global

Q4FY25 Earnings Play : Auto OEMs: Ashok Leyland, TVS Motors. (M&M - Non-Coverage) Auto Ancillary: UNO Minda, Sansera Engineering Ltd, SSWL

Positive Result Plays: Banks ICICI Bank, HDFC Bank, SBI, Kotak Mahindra Bank NBFCs Shriram Finance, Bajaj Finance, Cholamandalam Negative Result Plays: CreditAccess Grameen, Equitas SFB

Our Preferred Picks in the Sector Infra-Road: H G Infra Engineering Ltd, J Kumar Infraprojects Ltd Infra-Others : KEC International, Kalpataru Projects International Ltd

We recommend a BUY on the stock with a target price of Rs 900/share, implying an upside of 10% from the CMP.

We recommend a BUY rating on the stock with a TP of Rs 742 /share, implying an upside of 10% from the CMP.

Asian markets traded higher after rebounding from the previous session's losses. The Nikkei, Hang Seng, and Shanghai were up by 6.39%, 2.44%, and 0.48%, respectively.

Our preferred picks in the sector: Generation companies: NTPC Ltd and NLC India Ltd Power Ancillaries: Skipper Ltd

We recommend BUY on Lupin, Aurobindo, Abbott India, Fortis, and Max Health.

Top picks are: We lean towards domestic-focused companies and prefer APL Apollo Tubes and Coal India as Top Picks. We also like Hindalco, but recommend a Buy on Dips' approach amidst the volatile macro environment due to the impact of reciprocal tariffs.

Asian markets extended sell-offs on Monday due to fears over a global trade war sparked by US President Donald Trump's tariffs. The Nikkei, Hang Seng, and Shanghai were down by 5.84%, 8.98%, and 5.72%, respectively.

Top Dividend Yield Stocks

We recommend a BUY rating on the stock with a target price of Rs 1,475/share, implying an upside of 10% from the CMP.

Our Top Positive Plays: UltraTech Cement; JK Cement; JK Lakshmi Cement; Star Cement