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YOU WONT BELIEVE: Jefferies - What They Never Told You

GE Is Buying Consolidated Precision Products in a Nearly $12 Billion Deal. How Investors Should View the Acquisition.

GE Aerospace agreed to buy Consolidated Precision Products for $11.75 billion on Sept. 8, aiming to lock in a longtime supplier of critical engine castings and airfoils.

Barchart

LG Electronics India in Jefferies’ ‘pole position’; bull case points to 21% upside

Jefferies retains a Buy rating on LG Electronics India with a Rs 1,895 target and sees Rs 2,000 in its bull case. Growth could come from premiumisation, exports, B2B expansion, higher in-house production and Sri City capacity expansion over time.

The Economic Times

Jefferies' 25% CAGR club: Paytm, Groww among 5 financial stocks that can deliver up to 25% returns

Jefferies has identified Paytm, Groww, PB Fintech, AU Small Finance Bank and Poonawalla Fincorp as its 25% CAGR club of Indian financial stocks. The brokerage expects strong earnings and revenue growth over FY26-29, supported by scale, new business initiatives and operating leverage, while maintaining Buy calls on all five stocks.

The Economic Times

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Jefferies cuts KEI Industries target price by 11%. Will UltraTech’s entry put the company at risk?

Jefferies has cut its target price for KEI Industries by 11% to Rs 6,150, citing concerns over UltraTech Cement’s entry into wires and cables. The brokerage expects some retail market-share pressure but believes KEI can offset the impact through power transmission cables and exports, retaining its Buy rating on the…

The Economic Times

India's new industrial revolution takes shape across space, chips, data centres and solar

The government has backed the push through measures including opening the space sector to private companies, tax incentives for data centres, large production-linked schemes for semiconductors, electronics and solar, localisation requirements and purchases of GPUs.

The Economic Times

Jefferies says Adani Enterprises is the ‘platform behind platforms’ with 4 major growth levers

Jefferies retained a Buy rating on Adani Enterprises with a Rs 3,830 target, citing its infrastructure incubation model and strong growth potential. The brokerage expects a 23% EBITDA CAGR through FY31, led by airports, data centres and ANIL.

The Economic Times

Why Jefferies is bullish on Manipal Hospitals after its ₹9,000 crore acquisition spree

Manipal Hospitals’ acquisition-led expansion is entering a key phase, with Jefferies initiating coverage with a Buy rating and Rs 870 target. The brokerage expects strong earnings growth, driven by the turnaround of Sahyadri Hospitals, new bed additions, higher utilisation and operating leverage. However, execution risks at Sahyadri and intensifying competition…

The Economic Times

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CDSL’s IPO jackpot comes with a valuation catch. Jefferies sets Rs 1,315 target

Jefferies retained a Hold on CDSL with a Rs 1,315 target, implying 7% downside from Rs 1,414.90. While the IPO revival could add 3–4% to earnings, CDSL’s EPS is expected to grow 19% CAGR over two years, driven by new demat accounts, IPO income and margin expansion.

The Economic Times

Vodafone Idea shares price in focus as Jefferies initiates coverage with Buy rating. Why are analysts bullish?

Jefferies has initiated coverage on Vodafone Idea with a ‘Buy’ rating and a Rs 20 price target, implying 29% upside. The brokerage expects subscriber stabilisation, tariff hikes and operating leverage to drive recovery, with cash EBITDA forecast to grow at a 25% CAGR through FY31. However, funding needs and execution…

The Economic Times

China's EV Boom Is Losing Steam. Carmakers Are Now Pouring Money Into Humanoid Robots.

Automakers can reuse technology, factories and supply chains developed for electric vehicles, but demand for humanoid robots outside their own operations remains limited.

International Business Times

Vodafone Idea a high-beta turnaround play, says Jefferies; initiates buy with 29% upside potential

Jefferies initiated coverage on Vodafone Idea with a Buy rating and Rs 20 target, citing subscriber stabilisation, tariff hikes and operating leverage. The brokerage expects strong revenue and cash EBITDA growth, but flags funding needs, execution risks and cash outflows.

The Economic Times

India’s textile boom ahead? Why Jefferies is bullish on Welspun, Raymond

Jefferies upgraded Welspun Living to Buy and more than doubled its target to Rs 260, while initiating coverage on Raymond Lifestyle with a Rs 900 target. The brokerage expects FTAs, China+1 sourcing and improving export competitiveness to drive multi-year growth.

The Economic Times

BSE shares fall 4% to snap 3-day rally as Bernstein forecasts up to 17% downside

BSE shares fell sharply on Wednesday after Bernstein initiated coverage with an Underperform rating and a Rs 2,820 target, implying 17% downside. The brokerage expects retail participation in equity derivatives to moderate and BSE’s market share gains to peak in FY27. Meanwhile, CAS-related volume concerns add to the pressure.

The Economic Times

$60 billion opportunity! Will defence stocks fire on all cylinders and who will be the biggest beneficiary?

India’s defence sector is entering a new growth phase, with the combat use of indigenous weapons boosting the credibility and export potential of locally developed systems. Defence spending has risen sharply from Rs 2.53 trillion in FY14 to Rs 6.81 trillion in FY26, while the government’s Atmanirbhar Bharat push is…

The Economic Times

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The Economic Times

Defence exports rise after Operation Sindoor. Jefferies names Solar, Astra, HAL and BEL as top stock picks

Jefferies initiated coverage on Solar Industries and Astra Microwave with Buy ratings, citing strong defence growth prospects and rising order books. It also maintained Buy ratings on HAL and Bharat Electronics while assigning a Hold rating to Bharat Dynamics. The brokerage expects robust earnings growth across these companies, supported by…

The Economic Times

China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risks

Chinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferies sees greater sustainability risks in US cloud spending, highlighting rising capex relative to revenue and the challenge of monetising AI infrastructure investments.

The Economic Times

BSE shares surge 10% in just 3 sessions. What’s driving the rally?

BSE shares extended their winning streak as Sebi announced a review of the methodology used to determine derivative settlement prices following concerns over the new Closing Auction Session. Trading volumes and option activity have declined sharply, particularly at BSE. A consultation paper expected next week could propose changes aimed at…

The Economic Times

Bumper FCNR(B) inflows may dilute banks' margins but boost earnings by up to Rs 11,000 crore: Jefferies

The FCNR(B) scheme’s $127 billion inflows should boost banking sector earnings by Rs 10,000–11,000 crore annually, despite potential near-term margin pressure. Analysts highlight significant benefits for small private banks and NBFCs, while providing the RBI with increased foreign exchange reserves.

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The Economic Times

Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullish

Jefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cloud revenue, and improving infrastructure economics support this outlook, though power shortages and regulatory delays remain potential risks for enterprise adoption.

The Economic Times

Jefferies’ Chris Wood sees a structural bear market in US bonds. What it means for stocks and gold

Jefferies has warned that persistent pressure on US Treasury yields could create a challenging environment for equity markets, particularly for bond-sensitive assets such as REITs. While higher yields have weighed on Singapore REITs, the brokerage sees selective opportunities in the sector and remains constructive on gold and gold-mining stocks as…

The Economic Times

BSE, Groww, Angel One shares rally up to 8% after Sebi’s CAS circular. What did the regulator say?

Sebi plans to review the methodology for setting derivative settlement prices on expiry after market participants raised concerns over the new Closing Auction Session (CAS). The regulator will issue a consultation paper next week.

The Economic Times

Polycab, KEI Industries shares crash up to 9% after UltraTech Cement enters wires & cables business. What Jefferies, Nuvama expect

Shares of Polycab and KEI Industries fell sharply after UltraTech Cement launched its ₹1,800 crore wires and cables business, Ultravolt. Brokerages warned that the Aditya Birla Group’s aggressive entry could trigger near-term de-rating across the cables and wires sector, although Nuvama retained Polycab and KEI as its top picks.

The Economic Times

Reliance shares are down 17% despite soaring refining margins. What the market is missing

Despite strong refining and petrochemical margins, Reliance shares have experienced a dip as the market focuses on long-term growth potential. Investors are keenly anticipating signs of recovery in Reliance Retail and progress in New Energy initiatives. A significant concern remains the company's capability to generate free cash flow, with analysts…

The Economic Times

Nominal GDP growth set to surge to 12%. Why the stock market may still struggle to rally

India’s nominal GDP growth could accelerate to 11.5%-12% in FY27, supporting stronger corporate earnings. However, elevated valuations, rising equity supply and potentially slower domestic flows could limit broad market gains. Jefferies favours lenders, power, ports and real estate, but sees a selective stock-picking environment rather than a broad-based rally.

The Economic Times

Welspun Corp shares jump 6% after Jefferies initiates coverage with Buy rating. Should you invest?

Welspun Corp shares jumped nearly 6% after Jefferies initiated coverage with a Buy rating and a Rs 3,250 target price, implying 27% upside. The brokerage sees a multi-year upcycle in US and Saudi energy infrastructure spending, supported by Welspun’s capacity expansion, strong order book and growing overseas operations.

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