Market Experts' LIVE Stock Recommendations: Buy, Sell or Hold Today?

Disclaimer: The views and opinions expressed by the investment advisers are of their own and not of NDTV Profit. NDTV Profit advises readers to consult their financial advisers before investment.

Find latest stock calls from brokerages and analysts here on June 30. (Photo: Freepik)

The Nifty 50 and Sensex are likely to snap a four-day winning streak on Monday.

Stock Market Live Update: UBS On Bajaj Housing 

  • Initiate Neutral with a target price of Rs 135

  • Strong growth trajectory fairly valued

  • Optimised AUM mix; limited incremental benefits

  • ROE expansion to be driven by leverage; near-term NIM pressure

  • Believe Bajaj Housing deserves its scarcity premium as it is the only private sector HFC in the prime loan segment

Stock Market Live Update: Nomura on Dixon Technologies 

  • Maintain Buy with a target price of Rs 21,409

  • Mobile ramp-up on track

  • Smartphone demand tailwinds from stronger exports

  • Management remains confident of achieving 60-65 mn smartphone volumes in FY27

  • Dixon is confident of achieving 30%-70% share of business of key customers such as Xiaomi, Oppo and Vivo

  • Dixon’s anchor customer Motorola is in the process of ramping up capacity

Stock Market Today: HSBC On Varun Beverages 

  • Maintain Buy with target price of Rs 670

  • Recent market concerns seem overdone

  • Bad weather, more competition, and a typical industry brand innovation miss don’t justify a 28% drop in Varun’s equity value

  • Driving repeat consumption in urban India and rural expansion is still one of the world’s best beverage growth opportunities

  • Trading at a 20% discount to the average PE multiple

Stock Recommendation Live: IDBI Capital Suggests Buy For Laurus Labs 

IDBI Capital Technical and Derivatives, Retail Research Head Brijesh Ali suggested a buy for Laurus Labs. The target price for the stock is Rs 745 apiece. The stop loss is at Rs 671 apiece.

Stock Recommendation Live: Investec On SBFC Finance

  • Initiate Buy with target price of Rs 135

  • Strength in structure, growth restrained

  • Strong franchise in secured MSME segment

  • Achieved 40% AUM CAGR over past 5-years with improving profitability and stable asset quality

  • RoA and asset quality metrics are not industry leading, but they appear credible

  • Resilience stems from leadership team who have seen various credit cycles,

  • High employee attrition and low productivity are notable challenges

  • See AUM growth of 27% CAGR over the next 3 years with exit RoE of 15%+ in FY28E

  • See challenges to scalability in MSME book (beyond Rs 20000 cr) as employee productivity is low

Stock Recommendation Live: Motilal Oswal Suggests Buy For Apollo Hospitals 

Motilal Oswal Financial Services Ltd. Technical & Derivatives Research Head Chandan Taparia suggested a buy for Apollo Hospitals Enterprise. The target price is at Rs 7,740 apiece. The stop loss is at Rs 7,090 apiece.

Stock Recommendation Live: IDBI Capital Suggests Buy For Asian Paints 

IDBI Capital Technical and Derivatives, Retail Research Head Brijesh Ali suggested a buy for Asian Paints Ltd. The target price for the stock is Rs 2,490 apiece. The stop loss is at Rs 2,309 apiece.

Stock Market Today: Jefferies On Torrent Pharma-JB Chemical Deal

  • Acquisition strengthens Torrent's India portfolio

  • Provides entry into the lozenges CDMO operations for exports

  • Assuming such deal is funded 75% from debt, the combined entity net debt/EBITDA would stand at 2.5x

  • Torrent's past acquisitions have been focused on strengthening its presence in the India market and have been accretive to shareholders

Stock Recommendation Live: CLSA On Uno Minda

  • Initiate Outperform with a target price of Rs 1,304

  • Growth machine: 2x earnings in 3Y

  • Set to deliver industry-beating growth with improving ROCE

  • Industry revival plus portfolio diversification to drive robust earnings growth

  • Could reinvest bulk of FCF in M&A or fresh projects to scale up fast

Stock Market Live: HSBC On Torrent Pharma

  • Maintain Buy with a target price of Rs 3,775

  • Torrent to acquire controlling stake in JB Pharma

  • Deal will boost Torrent’s standing in chronic therapies in India and also add international CDMOs capabilities

  • Believe this deal offers next leg of growth for Torrent and we wait for deal closure

  • JB deal could be 3% accretive to our FY27 EPS estimate for Torrent

Stock Recommendation Live: Buy Aavas Financiers With Rs 2,120 Target Price 

Globe Capital Associate Equity, Commodity and Currency Research Head and Vice President suggested a buy for Aavas Financiers Ltd. The target price for the stock is Rs 2,120 apiece, which implied a 5.7% upside from Friday's close price. The stop loss is at Rs 1,940 apiece.

Stock Recommendation Live: Hold Indian Hume Pipe, Mehta Equities Suggests 

Mehta Equities Analyst Prashanth Tapse suggested a Hold for Indian Hume Pipe Co. Ltd. Investors may consider holding the stock for the next one to two years to potentially benefit from its upward trajectory.

The company demonstrates strong fundamentals with a solid business model and attractive valuation, he said.

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WRITTEN BY
Ananya Chaudhuri
Ananya Chaudhuri covers financial markets news and trends at NDTV Profit. S... more
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