HSBC berikan peringkat beli untuk JSW Steel dan Jindal Stainless

HSBC telah memulai liputan terhadap JSW Steel dan Jindal Stainless dengan peringkat Beli. Bank tersebut memperkirakan siklus kenaikan permintaan selama beberapa tahun yang didorong oleh infrastruktur dan urbanisasi. Pihaknya juga menegaskan kembali peringkat Beli untuk Tata Steel.

Analis HSBC telah memulai liputan terhadap dua perusahaan baja besar asal India, dengan memberikan peringkat Beli kepada JSW Steel dan Jindal Stainless. Mereka mengantisipasi pertumbuhan permintaan yang berkelanjutan selama beberapa tahun, yang didorong oleh tren pengembangan infrastruktur dan urbanisasi, sebagaimana dilaporkan oleh The Economic Times. Target harga yang ditetapkan oleh bank menunjukkan potensi kenaikan yang substansial bagi saham-saham tersebut. Para analis juga menegaskan kembali rekomendasi Beli mereka terhadap Tata Steel, dengan menunjukkan neraca keuangan yang kuat dan ekspektasi perbaikan margin sebagai faktor pendukung bagi sektor ini. Faktor-faktor pendorong ini dipandang mendukung di tengah dinamika industri yang lebih luas. Tidak ada target harga spesifik yang dirinci dalam inisiasi liputan tersebut, namun prospek ini menggarisbawahi momentum positif bagi produsen baja di India. Para investor mengamati perkembangan ini dengan cermat sebagai indikator kesehatan sektor tersebut.

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Split-scene illustration of BSE trading floor showing high-priced stocks' divergent FY26 performance: laggards crashing amid global tensions, gainers surging.
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High-priced BSE stocks diverge in FY26 performance

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UBS has started coverage on Eureka Forbes, the maker of Aquaguard water purifiers, with a buy recommendation. The brokerage highlights the company's under-appreciated scale in water purifiers and services. It sets a target price of Rs 640, driven by growing health awareness and consumer base.

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Indian defence stocks have demonstrated resilience in the face of global market volatility, surpassing the performance of the Nifty index. Investors anticipate higher defence expenditures driven by rising tensions in West Asia and India's neighbourhood. Firms focused on defensive and offensive systems are drawing notable investor attention.

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Union Bank of India has approved a plan to raise up to Rs 20,000 crore through long-term bonds. The funds will support infrastructure and affordable housing projects. The bank also plans to issue up to Rs 5,000 crore in green or sustainable bonds, with some fundraising targeted before March 31, 2026.

 

 

 

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