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SHOCKING: 2 - What They Never Told You

Swiggy shares fall 2%, down for 3rd session, as MSCI set to remove stock from Global Standard Indexes from September 7

Shares of Swiggy experienced a decline following MSCI's decision to exclude the company from global indexes, prompted by its shift to full Indian ownership and control. The new foreign ownership constraints limit further investments. Swiggy is targeting robust adjusted EBITDA growth by FY31, even as it reported a net loss…

The Economic Times

BSE shares slip 3% after exchange flags CAS-driven volume decline

BSE shares fell dropped on Wednesday after the exchange acknowledged that the newly introduced Closing Auction Session (CAS) had contributed to lower trading volumes. Equity derivatives turnover hit multi-month lows in August, while BSE’s average daily traded turnover declined 26% month-on-month as traders reduced activity amid heightened expiry-day volatility.

The Economic Times

Swiggy shares drop 4%, market value down Rs 5,000 crore in 2 days. Here’s why

Swiggy shares fell sharply on Wednesday, extending their two-session decline to 6% and erasing nearly Rs 5,000 crore in market value. The stock faces potential foreign outflows after entering the NSDL red-flag list and possible exclusion from MSCI and FTSE indices. Jefferies, however, retains a Buy rating with a Rs…

The Economic Times

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How to trade HDFC Bank shares after new 52-week low? 2 technical analysts explain

HDFC Bank shares remain under pressure, falling nearly 30% so far this year as investors assess the lender’s CEO succession process. Technical analysts see a weak trend, with key support around Rs 710 and resistance near Rs 750-780, while Jefferies has identified several potential internal and external candidates for the…

The Economic Times

HDFC Bank next CEO: Check bankers in the running for top job

HDFC Bank has accelerated its search for a successor to CEO Sashidhar Jagdishan, who will not seek an extension, with an executive search firm likely to be appointed this week. The bank is considering both internal and external candidates, including deputy MD Kaizad Bharucha, executive director V. Srinivasa Rangan, former…

The Economic Times

HDFC Bank CEO race: Who could be in the running to succeed Sashidhar Jagdishan?

HDFC Bank is actively searching for a new chief executive officer. The bank expects to appoint an executive search firm soon. Several internal and external candidates are being considered for the top position. The new leader will focus on restoring investor confidence and driving growth. This succession occurs as the…

The Economic Times

Explained: Why Jefferies prefers Kaynes Tech shares over Dixon Tech; urges caution on Syrma SGS

Jefferies prefers Kaynes Technology over Dixon Technologies as India pushes to deepen domestic electronics component manufacturing. The brokerage has a Buy rating on Kaynes Tech, while maintaining Hold calls on Dixon and Syrma SGS Technology. It expects stronger competition for mobile assembly players and advises caution on Syrma after its…

The Economic Times

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Jefferies cuts HDFC Bank share price target but retains Buy after CEO opts out of new term. Here’s why

Jefferies retained its Buy rating on HDFC Bank but cut the target price to Rs 880 from Rs 1,050 following CEO Sashidhar Jagdishan’s decision not to seek reappointment. The brokerage flagged near-term risks to deposit mobilisation and fee income but said valuations remain undemanding.

The Economic Times

Jefferies initiates coverage on Leela Hotels with Buy rating, sees 22% upside

Jefferies initiated coverage on Leela Hotels with a Buy rating and a Rs 675 target, citing India’s premiumisation trend, rising luxury travel demand and the company’s owned-led expansion strategy. The brokerage expects strong revenue and earnings growth through FY29, supported by higher room rates, leisure exposure and Brookfield backing.

The Economic Times

Hindustan Zinc, Vedanta, Nalco and other metal stocks slide up to 5%. Here's why

Metal stocks tumbled up to 5% on Monday, with the Nifty Metal index falling over 2% amid a decline in metal prices and rising expectations of higher-for-longer US interest rates. Profit booking after the index’s strong August rally also weighed on sentiment, while Jefferies remained bullish on Hindustan Zinc over…

The Economic Times

HDFC Bank shares gain 3% as CEO Jagdishan rejects new term; Morgan Stanley, Jefferies, others weigh in

HDFC Bank share price rose up to 3% on Monday after the lender's Managing Director and CEO Sashidhar Jagdishan opted against reappointment, prompting brokerages to uphold their positive stance on the bank's stock.In light of this announcement, the board has hastened efforts to find a suitable successor. Analysts appreciate this…

The Economic Times

Has the S&P 500 really doubled since 2023? Chris Wood says it is down 21% in gold terms

Jefferies’ Christopher Wood highlights a sharp divergence in market returns: while the S&P 500 has doubled in dollar terms since early 2023, it has fallen 21% relative to gold. He warns that efforts to suppress US bond yields could weaken the dollar, boosting alternative assets such as gold and Bitcoin.

The Economic Times

Jefferies initiates SBI Funds Management coverage with Buy; sees 26% upside

Jefferies initiated coverage on SBI Funds Management with a Buy rating and a Rs 710 price target, implying 26% upside. The brokerage expects operating profit to grow at a 15% CAGR through FY29, supported by rising mutual fund assets, SBI’s distribution network and operating leverage. Strong B30 presence and lower…

The Economic Times

A 10% gold rally could create $400 billion in wealth for Indians. Jefferies names stocks set to benefit

Jefferies sees a 10% gold rally unlocking $20–25 billion in gold-backed loans and boosting household wealth by $400 billion, with Manappuram Finance its top pick.

The Economic Times

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The Economic Times

Lenskart shares fall 1.5% after Rs 1,856 crore stake change hands in block deal, Alpha Wave Ventures likely seller

Lenskart Solutions shares fell 3% after Alpha Wave Ventures sold up to 2.1 crore shares, or a 1.2% stake, worth Rs 1,313 crore through a block deal. The transaction comes days after SoftBank sold a 2.6% stake worth about Rs 2,888 crore in the eyewear retailer. Spark Institutional Equities and…

The Economic Times

India’s space economy may grow 5x to $45 billion by 2030. Who is leading the boom?

India’s private space sector is shifting from prototypes to commercial operations, with the government targeting a fivefold expansion of the space economy to $40–45 billion by 2030. The startup ecosystem has grown to over 400 companies, with Skyroot Aerospace, Pixxel, Agnikul Cosmos and Digantara emerging as key private players.

The Economic Times

Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacity

Hyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-commenced leases reached 25.5 GW in Q2 2026, up sharply year-on-year, with third-party operators expected to deliver an increasing share of future capacity.

The Economic Times

Hindustan Zinc vs Hindalco: Why Jefferies raised target prices for both, but prefers one over the other

Jefferies has raised its target prices for Hindustan Zinc and Hindalco Industries, but prefers the former, retaining a Buy rating versus Hold on Hindalco. The brokerage expects stronger zinc and silver prices to boost Hindustan Zinc’s earnings, while softer aluminium prices and higher debt could weigh on Hindalco’s performance.

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The Economic Times

Adani Ports or Gujarat Pipavav: Which stock benefits more from Gujarat concession extensions?

Gujarat’s reported decision to extend port concessions has removed a key overhang for Adani Ports and Gujarat Pipavav. While Pipavav stands to benefit more immediately as its concession expires in 2028, Adani Ports gains longer-term visibility for its Gujarat assets. Brokerages, however, see a sharper valuation risk for Pipavav.

Barchart

Dear Dollar Tree Stock Fans, Mark Your Calendars for August 27

As Dollar Tree prepares to report its second-quarter earnings on August 27, investors will be watching for fresh signs of consumer strength.

Kiplinger

SaaSmageddon Survivors: 5 Top Software Stocks to Buy

These five software stocks turned the "AI kills SaaS" panic into their biggest tailwinds — and Wall Street thinks there's more growth ahead.

The Economic Times

Jefferies picks 4 NBFCs with up to 20% upside that may continue outperforming Nifty, bank stocks. Here’s why

Jefferies has picked Bajaj Finance, Cholamandalam Investment and Finance Company, Aditya Birla Capital and Shriram Finance to outperform the Nifty and bank stocks, with target prices implying up to 20% upside. The brokerage expects strong earnings growth, asset-quality improvement and EPS upgrades to drive gains, despite limited scope for valuation…

The Economic Times

From IPO mockery to Rs 1 lakh crore m-cap: Why investors are still betting on Lenskart’s vision

Lenskart’s IPO valuation drew sharp criticism from investors, with its 230x P/E and 10.5x sales multiples sparking comparisons with expensive listings such as Mamaearth, Paytm and Nykaa. Retail investors mocked the Rs 70,000-crore valuation on social media, questioning whether the eyewear company offered enough upside. Less than a year later,…

MarketBeat

Aehr Test Systems Soars Again on Latest Orders, Jefferies Eyes Big-Time Upside Ahead

Aehr Test Systems shares have surged over 400% in 2026 after new FOX-XP orders, including a $22 million deal, bolstered its backlog and FY2027 revenue guidance.

The Economic Times

Lenskart Large Trade: 2.6% equity traded in a $300 million block deal; Softbank Vision likely seller

On Monday, Lenskart Solutions witnessed a noteworthy block deal, with speculation surrounding the SoftBank Vision Fund's possible share divestment. The company's impressive first-quarter results for FY27 showcased net profit soaring by 182.3% and a robust year-on-year revenue increase of 33.6%. Furthermore, enhanced product and EBITDA margins highlighted operational efficiencies. Brokerages,…

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