HDFC ASSET MANAGEMENT COMPANY LIMITED
Geojit BNP Paribas
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
02 May 2025 | HDFC AMC |
Geojit BNP Paribas
|
4271.60 | 4774.00 | 4382.90 (-2.54%) | 11.76 |
Hold
|
||||
02 May 2025 | Jindal Steel & Power |
IDBI Capital
|
855.35 | 952.00 | 897.75 (-4.72%) | 11.30 |
Hold
|
||||
02 May 2025 | Bandhan Bank |
Axis Direct
|
156.26 | 180.00 | 161.74 (-3.39%) | 15.19 |
Hold
|
||||
02 May 2025 | Equitas Small Finance Bank |
Axis Direct
|
60.40 | 76.00 | 63.94 (-5.54%) | 25.83 |
Buy
|
||||
02 May 2025 | Federal Bank |
Axis Direct
|
187.38 | 230.00 | 189.68 (-1.21%) | 22.75 |
Buy
|
||||
01 May 2025 | Indostar Capital |
Motilal Oswal
|
284.05 | 360.00 | 301.50 (-5.79%) | 26.74 |
Buy
|
||||
01 May 2025 | Federal Bank |
Motilal Oswal
|
187.38 | 230.00 | 196.68 (-4.73%) | 22.75 |
Buy
|
NII and PPoP in line; lower provisions drive earnings beat
Motilal Oswal
Federal Bank (FB) reported 4QFY25 earnings of INR10.3b (12% beat) amid lower provisions and healthy other income. NII was in line, while NIM stood broadly flat (up 1bp QoQ to 3.12%), as the bank focused on reorienting its asset mix with the goal of improving yields and increasing its CASA deposits.
|
|||
01 May 2025 | Phoenix Mills |
Motilal Oswal
|
1478.90 | 1672.00 | 1664.50 (-11.15%) | 13.06 |
Neutral
|
||||
01 May 2025 | Vedanta |
Motilal Oswal
|
407.90 | 470.00 | 419.20 (-2.70%) | 15.22 |
Neutral
|
||||
01 May 2025 | Indus Towers |
ICICI Securities Limited
|
388.20 | 350.00 | 408.20 (-4.90%) | 9.84 |
Sell
|
Tenancy net adds boosted from acquisition and VIL rollout
ICICI Securities Limited
Indus Towers’ (Indus) Q4FY25 performance was good led by, excluding acquisition, tenancy addition of 8.2k, which was much better than tower net adds of 4.3k, implying a rising tenancy sharing ratio. Tenancy adds benefitted from network rollout by VIL; and 2) strong FCF in FY25, including provision reversals.
|
|||
more
loading
|