Brokerage Report: A powerful report on these 7 stocks! These stocks could take off with the opening bell.

News Topical, Digital Desk : The latest brokerage reports on the stock market have presented an interesting picture for investors. While opinions on Titan are divided, new opportunities appear to be emerging in AMCs and housing finance companies.

Starting with Titan Company Limited, Citi has a Neutral rating and a target price of ₹4,750. According to Citi, the company's domestic jewelry business exceeded expectations, with annual growth of approximately 46%. This growth was driven by strong LFL (Like-to-Like Sales).

Citi also reported that buyer numbers have grown in the high single digits and ticket sizes have also increased. Studded jewelry grew in the early 30% range, while gold jewelry grew in the mid-30% range, and coin sales nearly tripled. Furthermore, Tanishq added eight new stores in India and converted four Damas stores abroad. CaratLane's business grew 24%, with watches growing 7%, eyecare growing 16%, and other businesses growing 17%. Overall, the company's consumer revenue grew 46%. 

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Meanwhile, Goldman Sachs has issued a buy call on Titan and set a target price of ₹5,000. According to Goldman, the jewelry business has seen strong growth of 52%, driven by the number of buyers and studded jewelry. The international jewelry business also showed growth despite challenges in West Asia. Turning to the AMC sector, Bernstein believes that AMC stocks have declined since the beginning of the year, making valuations more attractive. However, he also noted that while they haven't completely become cheap yet, investment opportunities are emerging. In this sector, HSBC has a buy call on ICICI Prudential Mutual Fund with a target price of ₹3,600. He believes the company will outperform its peers in the medium term. 

The company is well-positioned to handle yield pressure, and its EPS will grow in tandem with AUM growth. AUM growth is projected to be around 20% CAGR between FY26 and FY29. Turning to housing finance companies (HFCs), Bernstein has a positive outlook on this sector, believing that growth and improved asset quality will improve this sector. Bernstein has Outperform calls on HomeFirst, Aptus, and Aadhar Housing Finance, while it has Market-Perform ratings on Aavas Financiers and PNB Housing Finance. 

What is the investor strategy?

• Brokerage opinions on Titan vary, so cautious investing is necessary
• Opportunities are emerging after the decline in the AMC sector
• ICICI Pru MF has a positive outlook for the long term
• HFC sector has better prospects due to growth and asset quality

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