JEFFERIES ON DIVIS LAB
Divi’s Laboratories shares gain another 5% after Q2 results. Here’s why Jefferies raised target price by 23%
Shares of Divi’s Laboratories jumped 5% following a 64% YoY surge in Q2 FY27 net profit to Rs 1,127 crore. Brokerage Jefferies raised its target price by 23% to Rs 12,550, citing robust CDMO business expansion, strong EBITDA margins, and a solid GLP peptide pipeline.
Jefferies lists 6 factors that will shape CRDMO winners; Divi’s Labs, Sai Life, Laurus, Anthem among stocks to watch
India's CRDMO sector is on the brink of expansion, backed by solid partnerships with major pharmaceutical players and comprehensive capabilities. Jefferies emphasizes the critical role of specialized manufacturing skills and a strong project pipeline for achieving success. With Divi's Laboratories and Sai Life Sciences excelling in these domains, there is potential for notable earnings growth.
Ahead of Market: 10 things that will decide stock market action on Friday
Indian equities suffered a sharp selloff, with Sensex plunging 1,248 points and Nifty falling 1.6% as US Treasury yields hit 19-year highs, crude stayed above $100 and geopolitical concerns intensified. Financial stocks led losses, while market breadth remained heavily negative.
Ahead of Market: 10 things that will decide stock market action on Thursday
Indian equities closed higher on Wednesday, with Sensex gaining 299 points and Nifty rising 118 points as crude prices eased below $99. Broader markets outperformed, while metals and banking stocks led gains amid stronger domestic growth signals and positive market breadth.
FIIs poured nearly Rs 50,000 crore into these sectors in last 2 months. Here’s what they bought
Foreign investors turned net buyers in India, deploying Rs 49,830 crore across sectors in July and August, with consumer services, healthcare, consumer durables, financials and IT emerging as the biggest beneficiaries. The shift reflects stronger domestic growth, better-than-expected Q1 earnings and a stabilising rupee, while telecom, capital goods, power and select other sectors faced sustained selling.
Ahead of Market: 10 things that will decide stock market action on Thursday
Indian equities reversed morning gains to close sharply lower, with Sensex falling 183 points and Nifty declining 0.52%. IT stocks weakened on visa concerns, offsetting gains in banks and metals. Technical signals pointed to continued range-bound trading and caution.
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Baap of all trade deals! What Modi-Trump announcement means for your stocks
A landmark India-US trade deal has sent the Sensex and Nifty soaring. This agreement is expected to bring back foreign institutional investors, reversing significant outflows. Several sectors, including auto ancillaries, chemicals, textiles, and IT services, are poised to benefit. The deal enhances earnings visibility and strengthens India's position as a safe haven.
Jefferies' pharma bets are Divi's Laboratories and 3 smallcaps, with up to 30% upside. Here's why
Jefferies expects India’s CRDMO sector to see strong growth over 3–5 years, recommending Divi’s Labs, Cohance Lifesciences, Sai Life Sciences, and Piramal Pharma for gains up to 30%, while flagging Laurus Labs as underperforming.
Hot Stocks: Brokerage firms see 15-24% upside in Zomato, Divi’s Laboratories & Allied Blenders
Top brokerages ICICI Securities, Citi, and Jefferies recommend Allied Blenders, Divi’s Laboratories, and Zomato, highlighting growth in premiumisation, pharma, and food-tech, with strong upside potential for each stock.
SBI, GAIL, HAL among 43 stock ideas as BJP’s bear case scenario plays out
PhillipCapital predicts positive trends with BJP's potential return to power. Top stock picks recommended by the brokerage include ICICI Bank, SBI, Infosys and others.
Q3 results impact: Tata Motors, Zomato among over 35 stock upgrades and downgrades
A team of analysts from global brokerage firm Jefferies has raised the FY23 earnings estimates for 47% of 147 companies under its coverage network. Downgrades were made to 46% of companies, resulting in higher upgrades than downgrades for the first time in five quarters.
Nifty's worst performer this year faces biggest fall since 2008. Rebound on cards?
Once the darling of investors, shares of IT major Wipro have cracked 47% this year, making it the worst Nifty performer in 2022. Geopolitical risks, including the Russia-Ukraine conflict, recession worries, concerns around margins after acquisitions like Capco and Rizing, and disappointing quarterly results have dampened the outlook for the stock.
Sensex snaps 3-day losing run, ends 503 pts higher; Nifty tops 16,150 on F&O expiry
Buying was seen in beaten-down sectors like IT and banking, with Wipro, TCS, and Tech Mahindra rising around 2 per cent each, while Bank of Baroda, SBI, AU Bank and Bandhan Bank added between 3-5 per cent each.
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