Jefferies on BEL
Buy, TP raised to Rs 130
In past 12-24 months, more than 200 items added to defence import embargo list through 2027
Russia-Ukraine war has put a rising emphasis on indigenization
Raise FY24E-25E EPS by 2-6%
AGS is 2nd largest ATM outsourcing & cash management player in India with 15/30% market share. It has strong & sticky relationship with top banks. Interchange fees are increased by ~14% by RBI. Strong CAGR of ~28% over FY19-22. BUY for target price of 123 (48% gain) Download
Investors & traders are making bullish bets on Can Fin Homes. The stock has tanked due to the abrupt resignation of its CEO. Assuming the stock stages a recovery, intrepid investors & traders can hope to make quick-fire gains Some investors & traders prefer taking reversal trades i.e. hope that an oversold (quality) stock will […]
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