| # | 📅 Date / Time (stacked) |
📄 Cleaned Text (headlines) | 📖 Translation / Meaning | ⚡ Suggested Action | 💡 Jay Idea & Notes |
|---|---|---|---|---|---|
| 1 | Indian Oil Cor: Kotak Institutional Equities reiterates Sell on Indian Oil Corporation with TP ₹100 (cut from ₹125), citing higher oil assumptions ($85 FY27/$75 FY28), West Asia/Strait of Hormuz risks... Asian Paints: Macquarie maintains Outperform on Asian Paints with TP ₹3,100, noting industry price hikes by Berger... Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renew... |
📌 Kotak Sell: higher crude price assumptions ($85/$75) and geopolitical risks → negative for OMCs.
|
BUY |
💡 🛢️ Kotak Sell: TP cut to ₹100 – high oil price headwind. Avoid OMCs.
|
|
| 2 | Asian Paints: Macquarie maintains Outperform on Asian Paints with TP ₹3,100, noting industry price hikes by Berger Paints India and Kansai Nerolac Paints (2–3% from Mar 25 with another likely in April...). Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renew... Tata Motors: HSBC maintains Hold on Tata Motors (PV/JLR) with TP ₹340 (cut from ₹400), citing Middle East exposure and rising RM costs. |
📌 Macquarie Outperform: industry-wide price hikes (2-3% from March 25) protect margins, demand resilient.
|
BUY |
💡 🎨 Outperform: price hikes from Berger/Kansai, margin tailwind. Accumulate on dips.
|
|
| 3 | Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renewables, EVs, infra and packaging, manageable Middle East impact mainly via coal costs. Tata Motors: HSBC maintains Hold on Tata Motors (PV/JLR) with TP ₹340 (cut from ₹400), citing Middle East exposure... JSW Infrastructure: Jefferies maintains Buy on JSW Infrastructure with TP ₹360, citing plans to double EBITDA. |
📌 MOSL Buy: robust domestic demand (EVs, renewables, infra), Middle East impact manageable via coal costs.
|
BUY |
💡 🏭 MOSL Buy: domestic demand strong (EV, infra). Manageable ME risk. Accumulate.
|
|
| 4 | Tata Motors: HSBC maintains Hold on Tata Motors (PV/JLR) with TP ₹340 (cut from ₹400), citing Middle East exposure and rising RM costs pressuring JLR with near-term recovery challenging, while India PV resilient. JSW Infrastructure: Jefferies maintains Buy on JSW Infrastructure with TP ₹360, citing plans to double EBITDA. Aster DM Healthcare: Kotak Institutional Equities reinstates Add on Aster DM Healthcare with TP ₹725, expecting 19%... |
📌 HSBC Hold (TP cut): JLR pressure from Middle East & RM costs, India PV resilient but recovery challenging.
|
BUY |
💡 🚗 HSBC Hold TP cut to ₹340 – JLR Middle East risk, India PV okay. Wait for clarity.
|
|
| 5 | Derivatives Strategy Nifty View: Bullish (CMP 23392) Initiate a CE Ratio Back Spread. NIFTY 17th MAR 26 Sell 1 lot 23300 CE@155.1, Buy 2 lot 23350 CE@119.75. Max Profit: Unlimited. Max Loss: 8736. BEP... POSITIONAL CALL: BUY TATA POWER (NSE Symbol TATAPOWER) AT 399 FOR TARGET Of 470, STOP LOSS... Clean Max Enviro: Will Acquire Kintech Solarbikaner For ₹38 Crore To Boost Hybrid Renewable Energy Capacity. |
📌 Bullish Nifty options strategy: Sell 23300 CE, Buy 2x 23350 CE – unlimited profit potential, limited loss.
|
BUY (speculative) |
💡 📈 Bullish Nifty strategy: Sell 23300CE, Buy 2x 23350CE – unlimited profit, risk defined. Aggressive.
|
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