Brokerage Reports: Over 10 Stocks Analyzed, Key Insights for Investors
Share Market
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CNBC Awaaz•30-01-2026, 08:06
Brokerage Reports: Over 10 Stocks Analyzed, Key Insights for Investors
- •Brokerage firms CLSA, Nomura, Jefferies, and HSBC have released reports on over 10 stocks, advising selective investment rather than broad market trust.
- •Consumer stocks like Jubilant Foodworks and Westlife Foodworld receive 'Hold' ratings from CLSA due to competition and sales challenges, despite Westlife becoming cheaper.
- •Dixon Technologies is favored by Nomura and CLSA, anticipating improved profitability from government schemes, new clients, and backward integration in electronics manufacturing.
- •Paytm sees mixed opinions: CLSA gives 'Underperform' due to PIDF scheme revenue loss, while Jefferies issues a 'Buy' call, citing growth in financial services and controlled expenses.
- •Swiggy's food delivery is strong, but quick commerce is a loss-making venture, leading CLSA to downgrade it to 'Hold'; profitability remains a challenge.
Why It Matters: Brokerage reports highlight selective investment, with mixed views on consumer tech and cautious outlooks on some FMCG and finance stocks.
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