Searched for
JEFFERIES ANALYSTS AIRBUS DELIVERY FORECAST
Airbus delivered around 72 aircraft in September, sources sayAirbus's aircraft deliveries in September were reported to be around 72, close to last year's total of 73. Industry experts had estimated d...
PB Fintech shares crash 50% from peak, fall below 2021 IPO price. More downside coming?PB Fintech shares plunged 50% from their all-time high to drop below the 2021 IPO price of Rs 980. The sharp six-day selloff follows propos...
AI pressure, client caution cloud Indian IT earnings in September quarterIndia's top IT firms are bracing for underwhelming earnings as they revise annual revenue growth expectations downward. The duel of AI-indu...
Jefferies picks 6 hospitals as Buy after steep correction offers 'excellent' entry points. Check target priceJefferies has maintained a Buy rating on six hospital stocks, including Apollo Hospitals and Fortis Healthcare, following a sharp correctio...
Will RBI rate hikes intensify selloff in bank stocks? Analysts explain why fears may be overdoneBank shares have endured steep declines as investors brace for imminent interest rate hikes from the RBI. Some analysts suggest that the re...
Re-rating on cards for HAL shares as Tejas Mk1A aircraft deliveries near: JefferiesTejas Mk1A accounts for 43% of HAL’s order book and could emerge as a key re-rating trigger as deliveries gain visibility, Jefferies said. ...
Molbio Diagnostics shares rally 9% as Jefferies initiates 'high conviction top pick' call for recently listed stock. Why is it bullish?Molbio Diagnostics shares jumped after Jefferies initiated coverage with a Buy rating and named it a high-conviction top pick. The brokerag...
Bernstein cuts PB Fintech share price target by 53%. More pressure after Rs 37,000 m-cap rout?PB Fintech shares have plunged 42% in four sessions, wiping out Rs 37,000 crore in market value, following IRDAI’s proposed reforms to curb...
FIIs dump telecom for 8th straight month, outflows cross Rs 32,000 crore. Are stocks set for rebound?Foreign portfolio investors have dumped Indian telecom stocks for the eighth consecutive month, pulling out over Rs 32,000 crore in CY26. H...
Nomura initiates coverage on Allied Blenders with Buy rating, sees up to 20% upsideNomura has initiated coverage on Allied Blenders & Distillers with a Buy rating and a target price of Rs 850, implying nearly 20% upside. T...
Goldman Sachs sees Eternal achieving $1 billion EBITDA by FY29; raises target priceGoldman Sachs maintained a Buy rating on Eternal, formerly Zomato, raising its target price by 11% to Rs 385. The brokerage foresees Eterna...
Jefferies names Max Financial as its top insurance pick, sees 41% upside despite target cutJefferies has moved Max Financial Services to the top of its life insurance picks, retaining a Buy rating despite cutting its target price....
HDFC Bank CEO transition nears; Jefferies sees rerating scope, sets target at Rs 880HDFC Bank could be nearing a leadership transition, with Jefferies saying greater clarity on CEO succession and a management reshuffle coul...
Global Market: Airbus shares fall after quality flaw found in hundreds of A321neo jetsAirbus shares fell after the company disclosed a quality issue affecting hundreds of A321neo aircraft. The planemaker has identified a repa...
Quick-commerce sector shows signs of pricing discipline as discounting moderates: JefferiesThe quick-commerce scene in India is shifting its pricing strategies, with companies dialing down discounts and enhancing delivery minimums...
Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantageJefferies’ Chris Wood expects the AI investment narrative to face a major reset, questioning whether Meta, Alphabet, Amazon and Microsoft c...
India has its own structural growth story beyond current global focus on AI, says JefferiesIndia is expected to experience significant growth driven by renewable energy and private-sector investment. The country aims to enhance it...
Can IRDAI’s insurance reforms impact NBFCs? Jefferies warns L&T Finance, Piramal Finance, others are most exposedIRDAI’s proposed insurance distribution reforms could extend beyond insurers and distributors, potentially pressuring NBFC fee income. Jeff...
Bharat Dynamics shares rise 2% in a weak market after bagging Rs 811 crore order from Ministry of DefenceBharat Dynamics shares gained 2% after the Defence Ministry awarded an Rs 810.79-crore contract for 160 SAT-SAAW weapons and associated equ...
India’s air travel boom leads Asia, prompting Airbus to raise growth forecast to 9.3%India's domestic air travel growth is projected to be the fastest in Asia-Pacific. Airbus forecasts India will need 3,480 new passenger air...