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JEFFERIES RESEARCH REPORT
Companies shift to bank loans as bond costs rise, driving 81% share of fresh credit: JefferiesIndian companies are increasingly relying on bank loans as corporate bonds and other borrowing sources become more expensive, with banks ac...
China solar giants shed another 40,000 jobs last year as overcapacity persistsChina's leading solar manufacturers have cut their workforce by 21% as they continue to face financial challenges. Despite increasing deman...
Wipro Q2 Results Preview: After TCS & HCL Tech, will this IT major exceed expectations?Wipro is anticipated to report limited earnings growth for the September quarter due to various pressures. The focus will likely shift to g...
Bandhan Bank shares jump 7% as Abu Dhabi’s IHC explores stake in promoter Bandhan Financial ServicesBandhan Bank shares jumped nearly 7% after reports that Abu Dhabi-based IHC was in early-stage discussions to acquire a promoter stake in B...
Jefferies lists 6 factors that will shape CRDMO winners; Divi’s Labs, Sai Life, Laurus, Anthem among stocks to watchIndia's CRDMO sector is on the brink of expansion, backed by solid partnerships with major pharmaceutical players and comprehensive capabil...
Jefferies sees 35% upside in Adani Green shares, flags demand and execution triggersJefferies has maintained its ‘Buy’ rating on Adani Green Energy, setting a target price of Rs 1,695, implying 35% upside from the recent cl...
ICICI Prudential AMC shares rise 2% as Jefferies, other brokerages revise target prices after Q2 results. Should you buy?ICICI Prudential AMC shares rose 2% after reporting a 6% YoY net profit rise to Rs 889 crore in Q2 FY27. Major brokerages including Jefferi...
Will RBI’s CRR hike to 99% hit HDFC, SBI and other bank stocks? Here’s what Jefferies saysThe RBI has raised the minimum daily CRR maintenance requirement to 99% from 90% from October 16 to curb banking system liquidity. Jefferie...
HCL Tech Q2 Preview: Will the IT major narrow its guidance? 5 things to watch out forHCL Tech is set to announce its September quarter results on October 12, with brokerages expecting 12% year-on-year profit growth and 16% r...
Apollo, Max Health, other hospital stocks rally up to 5% despite cancer drug price caps. Why Jefferies stays bullishHospital stocks rose up to 5% after the government capped trade margins on non-scheduled anti-cancer drugs at 30%, potentially reducing med...
Rs 9,395 crore block deal! GQG exits ITC shares after a sharp 30% crash this yearITC witnessed a nearly Rs 9,437 crore block deal as a GQG-linked fund sold 36.51 crore shares, while Fidelity and major Indian mutual funds...
RBI rate hike done. Now what’s ahead for bank stocks? Jefferies, other brokerages weigh inRBI’s first rate hike in nearly four years has put the spotlight on banking stocks, with analysts divided on the near-term impact on margin...
Jefferies sees 76% upside in Kalyan Jewellers in bull case; here is whyJefferies has reiterated a Buy rating on Kalyan Jewellers, setting a base target of Rs 830 and a bull-case target of Rs 1,000, implying a 7...
Margin boost: Jefferies picks 3 bank stocks to gain the most from RBI rate hikesJefferies expects RBI’s 25-basis-point rate hike and calibrated tightening stance to support bank earnings, particularly ICICI Bank, SBI an...
Reliance Industries shares gain 3% as JIO IPO inches closer; Jefferies increases weight in conglomerateReliance Industries is preparing for the IPO of Jio Platforms scheduled to launch on October 21. The valuation of Jio Platforms is reported...
CAS sent Nifty soaring 300 points in a minute to breach 23,000 on expiry dayNifty surged more than 300 points in less than a minute during Tuesday’s closing auction session, briefly crossing 23,000 before paring gai...
CAS U-turn ahead? BSE, Groww, NSE, other capital market stocks jump up to 4% amid buzz around Sebi tweaking F&O settlement rulesCapital market stocks rallied after a Reuters report said Sebi may partly reverse its new Closing Auction Session rules for derivatives set...
How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nightsJefferies is favouring largecaps as rising bond yields pressure Indian equities, citing relatively attractive valuations and a narrowing ea...
CAS chaos eases? Jefferies names top stock picks as options volumes recover, IPOs and commodities gain tractionJefferies sees signs of recovery in India’s derivatives market as options volumes rebound after the disruption caused by the closing auctio...
Jefferies initiates coverage on newly listed Dhoot Transmission; sees up to 20% upside. Here's whyJefferies has initiated coverage on Dhoot Transmission with a Buy rating and a Rs 1,730 price target, implying 20% upside. The brokerage ex...