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News Topical, Digital Desk : If you invest in the stock market and want to know which stocks are being trusted by major foreign and domestic brokerage houses, today's report is extremely important for you. Several leading brokerages have released their new opinions on various companies. This helps you understand which stocks may show potential in the future and where caution is necessary.
UBS maintains confidence in Dixon Technologies
UBS has maintained a Buy Call on Dixon Technologies, but has reduced the target price to ₹13,800. The brokerage says that near-term challenges have already been factored into the price. The long-term outlook remains strong. Rising smartphone prices may impact FY27 volumes, but a recovery is expected in FY28.
Brokerages are divided on Trent.
- Different opinions were seen on Trent Limited.
- Citi gave a sell call, target was ₹4,100.
- Bernstein has given Outperform and a target of ₹5,000.
- HSBC has a Buy Call with a target of ₹4,830.
- Jefferies has given a Hold Call and a target of ₹4,675.
The company's revenue grew 20%. EBITDA and profit were better than expected. Strong gross margins and cost control underpinned the results. The company has also approved a fundraising of up to ₹2,500 crore, which will further its expansion and investment plans.
CLSA Bullish on Tata Communications
CLSA has issued an Outperform Call on Tata Communications and has a target price of ₹2,280. The company's Q4 revenue grew 9%. The data business grew 12%, while digital portfolio services grew 19%. The new CEO's comments were also considered strong.
Mixed opinions on Tech Mahindra
- HSBC gave Buy Call and target of ₹1,780.
- Jefferies has given Underperform Call and target of ₹1,225.
HSBC sees strong earnings growth in the company, particularly from its telecom business in Europe. Jefferies says a valuation premium could limit further upside.
Confidence in SBI Life remains intact.
Many brokerages are positive on SBI Life Insurance.
- Jefferies Buy, ₹2,550
- Nomura Buy, ₹2,440
- HSBC Buy, ₹2,270
- MOSL Buy, ₹2,350
Brokerages believe APE growth could remain strong. New products and a focus on non-ULIP business could propel the company forward.
Havells loses steam, hopes remain
Havells India's Q4 results were weak.
- CLSA Outperform, ₹1,535
- HSBC Buy, ₹1,560
- Nomura Buy, ₹1,620
- MOSL Neutral, ₹1,349
The cooling business was affected by weather and weak demand, but the cables and solar business performed well. The brokerage expects improvement in the coming quarters.
Caution on ABB
Nomura has given a Reduce Call on ABB India and has a target of ₹5,958. Order flow was good, but the upside is limited due to high valuations.
What should investors understand?
Today's report gives three major signals:
1. There is still confidence in companies with strong growth.
2. Brokerages are cautious where valuations are high.
3. Only selected stocks can give better returns in the future.
If you are an investor, then take a decision based on growth, valuation and sector condition, not just by looking at the name.
Graph Story
Which stocks are most trusted today?
- Dixon Tech – Buy, ₹13,800
- Trent – Target ₹4,100 to ₹5,000
- Tata Communications – Outperform, ₹2,280
- Tech Mahindra – Buy ₹1,780 / Underperform ₹1,225
- SBI Life – Buy Calls
- Havells – Hope for recovery
- ABB – Reduce Call
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