HDFC Securities Institutional Equities
-
ICICI Prudential Q4 Results Review: HDFC Securities Trims Target Price, But Retains Rating — Check Potential Upside
ICICI Prudential Life has witnessed significant shifts in business strategy, product mix, and financial reporting over the past three years.
-
Vishal Mega Mart Gets Buy' Initiation From HDFC Securities; Sees Strong Value Retail Play — Check Target Price
HDFC Securities highlighted Vishal Mega Mart's balanced mix across apparel, FMCG and general merchandise, with private labels contributing nearly three-fourths of revenue, supporting margins and value pricing.
-
Cement Stocks to Buy, Sell Ahead of Q4 Results: HDFC Securities Lists 15 Stocks; Ambuja Cement Among Top Picks
In this report the brokerage recommends 15 cement stock under its coverage either to Buy, Add, Sell, Reduce.
-
Real Estate Q4 Results Preview: HDFC Securities Recommends 10 Stocks To Buy Amid Geopolitical Uncertainty — Full List Inside
HDFC Securities has upgraded Godrej Properties to Buy given the recent correction.
-
EMS Stocks To Watch Ahead Of Q4 Results: Syrma Tops HDFC Securities' Picks; Dixon, Kaynes, Amber In Focus
As backward integration gains traction, India's EMS sector is positioned for faster growth, supported by improving cost efficiency and a structurally rising export contribution.
-
IT Stocks In Focus Ahead Of Q4 Results: 'Buy' Infosys, HCLTech, 'Add' Cyient Says HDFC Securities - Full List Inside
The IT sector is projected to achieve a 5.9% USD revenue CAGR and an 10.8% EPS CAGR over FY26- 28E, improvement over the 2.8% revenue and 6.8% EPS growth seen in the past three years.
-
APL Apollo Shares In Focus After HDFC Securities Initiates Coverage — Check Target Price And More
The brokerage noted that APL Apollo's valuation has undergone a material re-rating over the past decade, in line with strong operational performance and balance sheet improvement.
-
Eternal Shares Preferred Over Peers As HDFC Securities Upgrades Rating — Check Target Price
While recent LPG shortages have led to some menu restrictions on Zomato, the brokerage notes that the impact on volumes remains minimal so far.
-
Swiggy Stock 'Feels Like a Steal' After 37% Correction, Says HDFC Securities — Should You Buy, Hold or Sell?
The brokerage also highlighted Swiggy's strong balance sheet, with a cash pile of Rs 1,590 crore, alongside improving food delivery cash flows, which provides additional downside protection and financial flexibility.
-
Unnecessarily Punished Stock? HDFC Securities Maintains 'Buy' On V-Mart — Here's Why
Balance sheet remains better protected against macro-headwinds relative to peers.
