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. ...
30 Sep, 2026, 02.23 PM IST
TCS, Wipro, other IT stocks rebound up to 6%, snapping 8-day losing streak. Why is Jefferies cautious?IT stocks rebounded on Wednesday, with TCS, Wipro and Coforge snapping an eight-session losing streak. The Nifty IT index rose nearly 3%, a...
30 Sep, 2026, 11.51 AM IST
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...
30 Sep, 2026, 11.24 AM IST
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...
30 Sep, 2026, 09.26 AM IST
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...
30 Sep, 2026, 08.32 AM IST
Motilal Oswal sees Aster DM EBITDA rising 25% CAGR through FY28; sets Rs 910 targetMotilal Oswal has initiated coverage on Aster DM Quality Care with a Buy rating and Rs 910 target, citing merger synergies, capacity expans...
29 Sep, 2026, 12.40 PM IST
PB Fintech shares suffer Rs 37,000 crore shock in 4 days but Jefferies, Bernstein see up to 100% upsidePB Fintech shares have plunged 42% in four sessions, wiping out Rs 37,000 crore in market value after IRDAI proposed reforms targeting insu...
29 Sep, 2026, 10.42 AM IST
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....
28 Sep, 2026, 02.02 PM IST
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...
28 Sep, 2026, 02.00 PM IST
PB Fintech: A record debut in 2021, a record ₹31,400 crore wipeout & now the biggest storm the Gurugram co can facePB Fintech came under heavy selling pressure after IRDAI proposed changes to insurance commissions and distribution economics. PB Fintech s...
25 Sep, 2026, 01.20 PM IST
How to trade PB Fintech shares after falling 12% from day’s high? This technical analyst explainsPB Fintech shares extended their sharp selloff on Friday, falling 5% after plunging 36% in the previous session. Technical analysts flagged...
25 Sep, 2026, 12.07 PM IST
PB Fintech shares slip another 5% after massive 36% crash on Thursday. What are Jefferies, others saying?PB Fintech share price: PB Fintech shares plunged 36% in the previous session following IRDAI’s proposal to curb ‘dark patterns’ on insuran...
25 Sep, 2026, 11.28 AM IST
PB Fintech's 36% bloodbath rattles market, but Jefferies stays bullish. What does it see in Policybazaar parent?PB Fintech shares plunged a record 36% to a 52-week low, wiping out around Rs 31,430 crore in market value after IRDAI proposed changes to ...
25 Sep, 2026, 09.54 AM IST
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...
24 Sep, 2026, 05.01 PM IST
Ahead of Market: 10 things that will decide stock market action on ThursdayIndian equities closed higher on Wednesday, with Sensex gaining 299 points and Nifty rising 118 points as crude prices eased below $99. Bro...
23 Sep, 2026, 09.31 PM IST
Voltas share price: Nuvama upgrades rating but Jefferies cuts target price after analyst meet. Here’s whyShares of Voltas received mixed brokerages calls after the company’s analyst meet. Nuvama upgraded the stock to ‘Hold’ but cut its target t...
23 Sep, 2026, 09.23 AM IST
Polycab shares slide 17% in 3 months amid Ultravolt shock, but Jefferies sees 33% upside. What’s behind the bullish view?Polycab shares have fallen 17% from their June peak after UltraTech entered the wires and cables segment. Jefferies retained its Buy rating...
22 Sep, 2026, 09.55 AM IST