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

• 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

• 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

• 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

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.

• 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