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15 Top Stock Picks For Feb 25 With Up To 36% Upside Potential By Axis Securities



15 Top Stock Picks For Feb 25 With Up To 36% Upside Potential

Axis Top Picks Basket delivered excellent returns of 12% in the last year against an 8.2% return posted by Nifty 50 over the same period, beating the benchmark by a wide margin of 3.8%. The previous four months were highly volatile for the market, and a notable mixed performance was seen across sectors, market caps, and style indices. The Axis Top Picks basket declined by 6.5% in the last three months, led by volatility, while the Nifty 50 was down by 3.4% during the same period. It gives us immense joy to share that our Top Picks Basket has delivered an impressive return of 301% since its inception (May’20), which stands well above the 153% return delivered by the NIFTY 50 index over the same period

Budget is a “Sangam” of Consumption, Fiscal Prudence & Capex. Analysis of impact on the stock market by ICICI Direct



Analysis of impact of Budget on the stock market

The Government in Budget 2025-26 has tried to balance the three cornerstones of the economy in their order of preference: a) Income Tax relief to the public at large in order to address the consumption moderation, b) Maintain Fisc discipline thereby containing macro variables and c) Allocation to capex, albeit some moderation. We believe revving up consumption in the near term would provide additional triggers for both central and private capex to revive in the medium to long term.

List of 50 stocks with High Dividend Yield. Monitor as of 1st Feb 2025 by SBI Securities



List of 50 stocks with High Dividend Yield

The dividend yield is computed based on the closing price of 31st January 2025. We have considered companies that have consistently paid dividend in the last 3 years – i.e FY24/CY23, FY23/CY22 and FY22/CY21.

Chalet Hotels has been the preferred pick amongst the domestic hospitality space. Buy for target price of ₹984 (31% upside): IDBI Capital



Chalet Hotels share price target

Chalet has been our preferred pick amongst the domestic hospitality space. The company’s focus on strengthening leisure segment by foraying into NCR, Goa and Kerala bodes well for RevPAR growth. We anticipate Chalet will outperform the industry growth rate on RevPAR and will have healthy operating margin improvement in near term. BUY with a TP of Rs984

Impact of DeepSeek AI on Indian IT companies: Analysis by Motilal Oswal



Impact of DeepSeek AI on Indian IT companies

DeepSeek, a Chinese AI startup, has developed the R1 model, which rivals leading AI reasoning models such as OpenAI’s O1. Using a Mixture-of-Experts (MoE) architecture, R1 activates only 37 billion of its 671 billion parameters during processing, significantly reducing computational costs and energy consumption while maintaining top-tier performance

DCB Bank Ltd continues to reclaim its great growth legacy & is set to deliver improving returns. Buy for target price of ₹169 (50% upside): SMIFS



DCB Bank Ltd share price target

We view DCB is set to deliver returns and could possibly become a 1% ROA/14% ROE bank by FY27 with sustainable earnings drivers (link to our recent initiation report: DCB is set to reclaim its great growth legacy). As investors digest the consistent improvement in DCB’s return over the next few result cycles, it’s likely to be re-rated. We view it’s quite attractive at 0.5x book for a potential 1% ROA/ 14% ROE bank. We view DCB will continue to serve as a ‘beacon of growth’ amidst industry slowdown, translating into a better than index performance. We have made very minor changes to earnings

NTPC is India’s largest power generation company. Buy for target price of ₹445 (39% upside): ICICI Direct



NTPC share price target

We believe strong capacity addition trajectory will drive good financial performance for the company in the medium to long run. We maintain our BUY rating on NTPC target pegged at ₹445 per share (based on SOTP Valuations).

L&T Finance Holding (LTFH) is a leading NBFC. Buy for target price of ₹180 (29% upside): ICICI Direct



L&T Finance Holding share price target

L&T Finance Holding (LTFH) is a leading NBFC catering to the diverse financing needs of underserved customers in urban and rural areas

Canfin Homes has been best in class HFC player with a robust business model & underwriting practice. Buy for target price of ₹870 (26% upside): ICICI Direct



Canfin Homes share price target

Canfin Homes has been best in class HFC player with a robust business model & underwriting practice, which resulted in healthy earnings growth with GNPA <1% across cycles. Steady business with conservative approach to keep asset quality stable in current challenging environment

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