Nomura maintains a buy call on Shree Cements. Says Q4 better-than-expected realisation de rs strong beat, adding that co’s reported EBITDA/t came in higher than UltraTech’s for the third quarter in a row Nomura maintains a buy call on Shree Cements. Says Q4 better-than-expected realisation de rs strong beat, adding that co’s reported EBITDA/t came in higher than UltraTech’s for the third quarter in a row
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MORGAN STANLEY ON TATA CHEMICALS• Underweight with target price of Rs 843• Believe the share price will fall relative to the country index over the next 45 days• Estimate that there is about an 80% + probability for the scenario• TTCH should see subdued soda ash earnings in F2025• well-supplied soda ash markets, mixed demand sentiment and unfavorable competitive dynamics at play• See soda ash margins reverting to below mid-cycle levels• Valuations are tracking near +1sd and appear rich MORGAN STANLEY ON TATA CHEMICALS• Underweight with target price of Rs 843• Believe the share price will fall relative to the country index over the next 45 days• Estimate that there is about an 80% + probability for the scenario• TTCH should see subdued soda ash earnings in F2025• well-supplied soda ash markets, mixed demand sentiment and unfavorable competitive dynamics at play• See soda ash margins reverting to below mid-cycle levels• Valuations are tracking near +1sd and appear rich
- Raj Gaurav Rai
- June 11, 2024
MORGAN STANLEY ON TATA CHEMICALS • Underweight with target price of Rs 843 • Believe the share price will fall relative to the country index […]
Market BuzzTrade SpotlightStocks that outperformed the broader market on Tuesday include Indian Oil Corporation, Steel Authority of India and Life Insurance Corporation of India. Indian Oil Corporation has been in a bullish trend for four consecutive days. It had increased by more than 4 percent and closed at Rs 143.6. This is its highest closing level since October 26, 2017
- Raj Gaurav Rai
- January 18, 2024
Trade Spotlight Stocks that outperformed the broader market on Tuesday include Indian Oil Corporation, Steel Authority of India and Life Insurance Corporation of India. Indian […]

Textile Stocks Rally — Motilal Oswal Initiates Buy | US Tariffs Shift Orders to India | EU FTA + PLI Scheme | Which Stocks to Buy? June 2026
- Raj Gaurav Rai
- June 25, 2026
Textile stocks surged on June 24 2026 as Motilal Oswal initiated coverage with Buy ratings citing capacity expansion and policy tailwinds. US tariffs on Bangladesh/Vietnam drive sourcing shift to India. India-EU FTA progress could double exports. PLI scheme driving capex. Key stocks: Welspun India, Trident, Vardhman Textiles, KPR Mill, Nitin Spinners. Multi-year structural opportunity for Indian textile sector.