Name: Latest research reports of 360 One Wam Ltd. authored by BOB Capital Markets Ltd. and published by - Trendlyne research reports.
Item: 360 One Wam Ltd.
Rating: 5
Author: BOB Capital Markets Ltd.

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	08 Aug 2023	360 One Wam	BOB Capital Markets Ltd.	915.80	611.00	511.30 (79.11%)	Target met	Buy	pdf post cache	Broker Report 360 One (BUY): Annual report analysis Forging ahead BOB Capital Markets Ltd. Shift from commission to recurring revenue model (ARR) paying off the latter now contributes 61% of AUM and 67% of revenue at end-FY23 pdf Copy Link Share on Share on Share on Share on Alert
	07 Aug 2023	Eris Lifesciences	BOB Capital Markets Ltd. Target	1456.00	955.00	828.20 (75.80%)	Target met	Buy	pdf post cache	Broker Report Eris Lifesciences (BUY): In-line quarter; margins moving back on track BOB Capital Markets Ltd. Q1 revenue/PAT in line but operating margin ahead of consensus at 36.4% (+395bps YoY) pdf Copy Link Share on Share on Share on Share on Alert
	07 Aug 2023	Mahanagar Gas	BOB Capital Markets Ltd. Target	1362.50	1210.00	1063.85 (28.07%)	Target met	Hold	pdf post cache	Broker Report Mahanagar Gas (HOLD): Walking a tightrope; retain HOLD BOB Capital Markets Ltd. Q1 ahead of consensus on margin surprise but soft CNG volumes for the third straight quarter worrying pdf Copy Link Share on Share on Share on Share on Alert
	07 Aug 2023	State Bank	BOB Capital Markets Ltd.	779.25	729.00	567.90 (37.22%)	Target met	Buy	pdf post cache	Broker Report State Bank Of India (BUY): PAT surges on higher other income and cost control BOB Capital Markets Ltd. Treasury gains buoyed the topline and together with lower opex and provisioning lifted Q1 PAT 178% YoY pdf Copy Link Share on Share on Share on Share on Alert
	07 Aug 2023	Britannia Industries	BOB Capital Markets Ltd. Target	5436.00	5844.00	4659.75 (16.66%)	Target met	Buy	pdf post cache	Broker Report Britannia Industries (BUY): Increased regional competition hurts growth BOB Capital Markets Ltd. Relatively soft quarter (revenue up just 8% YoY) due to stiffer local competition and sluggish rural growth pdf Copy Link Share on Share on Share on Share on Alert
	07 Aug 2023	Affle 3I	BOB Capital Markets Ltd. Reco	1512.50	1110.00	1110.55 (36.19%)	Target met	Hold	pdf post cache	Broker Report Affle (India) (HOLD): Growth momentum to continue BOB Capital Markets Ltd. Q1 revenue up 14% QoQ; device addition tepid but converted user base saw a sizeable ramp-up pdf Copy Link Share on Share on Share on Share on Alert
	05 Aug 2023	Lupin	BOB Capital Markets Ltd. Reco Target	2037.40	800.00	1064.00 (91.48%)		Sell	pdf post cache	Broker Report Lupin (SELL): Improvements visible; runup behind downgrade BOB Capital Markets Ltd. Q1 a beat with revenue/EBITDA running 8%/25% ahead of consensus; gross margin improves to 65.9% (64.4 ex-licensing income) pdf Copy Link Share on Share on Share on Share on Alert
	04 Aug 2023	Cummins	BOB Capital Markets Ltd. Target	2736.30	2110.00	1796.10 (52.35%)	Target met	Buy	pdf post cache	Broker Report Cummins India (BUY): Strong quarter; primed for rating transition BOB Capital Markets Ltd. Domestic pre-buying buoys quarter; new emission norms delayed but KKC well positioned to manage the transition pdf Copy Link Share on Share on Share on Share on Alert
	04 Aug 2023	KEC International	BOB Capital Markets Ltd. Target	694.85	630.00	658.25 (5.56%)	Target met	Hold	pdf post cache	Broker Report KEC International (HOLD): Healthy inflows, margin improvement ahead BOB Capital Markets Ltd. Good Q1 with 28% YoY topline growth and 70bps EBITDA margin gains to 5.8%; management sees improving trajectory of profitability pdf Copy Link Share on Share on Share on Share on Alert
	04 Aug 2023	Dabur	BOB Capital Markets Ltd. Target	462.75	669.00	569.70 (-18.77%)		Buy	pdf post cache	Broker Report Dabur India (BUY): Volume growth visible in rural markets BOB Capital Markets Ltd. Q1 revenue grew 11% YoY aided by strong growth across categories, except beverages that saw the impact of unseasonal rains pdf Copy Link Share on Share on Share on Share on Alert
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BOB Capital Markets Ltd. Broker Research reports

Latest broker research reports from BOB Capital Markets Ltd. buy, sell, hold, neutral recommendations along with share price targets forecast and upside.

360 One (BUY): Annual report analysis Forging ahead

Eris Lifesciences (BUY): In-line quarter; margins moving back on track

Mahanagar Gas (HOLD): Walking a tightrope; retain HOLD

State Bank Of India (BUY): PAT surges on higher other income and cost control

Britannia Industries (BUY): Increased regional competition hurts growth

Affle (India) (HOLD): Growth momentum to continue

Lupin (SELL): Improvements visible; runup behind downgrade

Cummins India (BUY): Strong quarter; primed for rating transition

KEC International (HOLD): Healthy inflows, margin improvement ahead

Dabur India (BUY): Volume growth visible in rural markets

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