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'India Isn't The Problem': Morgan Stanley Pegs 15% EPS Target, Flags FIIs Chasing North Asian AI Boom
Jonathan Garner, Chief Asia and Emerging Market Equity Strategist
India's earnings outlook is healthy, but AI boom draws global investors elsewhere: Morgan Stanley
Jonathan Garner, Chief Asia and Emerging Market Equity Strategist at Morgan Stanley, said passive funds that track benchmark indices are increasingly allocating capital to Taiwan and South Korea, where earnings momentum is strongest, while reducing exposure to India and China due to relatively weaker earnings growth.
Hindalco, Nalco shares jump up to 5% after aluminium prices hit 4-year high. Where is metal headed?
Hindalco and Nalco shares climbed as aluminium prices hit a four-year peak. Geopolitical tensions in Iran and possible production curbs in China, the world's top producer, are driving the rally. Traders are concerned about China's review of energy consumption and emissions. This situation tightens global supply, benefiting Indian aluminium producers. Morgan Stanley sees strong demand and constrained supply supporting prices.
FirstCry shares fall 3% despite Q4 net loss narrowing to Rs 30 crore. What is Morgan Stanley saying?
FirstCry-parent Brainbees Solutions saw its shares dip over 3% despite a 61% narrowing of its Q4 net loss to Rs 30.30 crore. While revenue grew 12% year-on-year to Rs 2,163 crore, it declined sequentially. The company anticipates improved growth in FY27, with plans to expand its offline store presence.
Lenskart Solutions - 10 stocks to buy: Inside Morgan Stanley's India model portfolio and the themes it is betting on - The Economic Times
Lenskart Solutions - 10 stocks to buy: Inside Morgan Stanley's India model portfolio and the themes it is betting onThe Economic Times
IHCL shares in focus after Q4 results; firm highlights Iran-US war impact. Here’s what Morgan Stanley, other brokerages say
The Indian Hotels Company Limited (IHCL) reported a 15% year-on-year rise in net profit to Rs 600 crore for Q4 FY26, despite a 36% sequential decline. Revenue also saw a year-on-year increase but a sequential dip. The company acknowledged the impact of the Iran-US war on its operations, particularly in Dubai.
Morgan Stanley warns oil market in ‘race against time’ as Strait of Hormuz remains shut amid Iran war
Morgan Stanley warned that global oil markets are in “a race against time” as prolonged disruption in the Strait of Hormuz could sharply tighten supplies and push crude prices higher. Analysts said current market buffers may weaken if the closure extends into late June or July, raising risks for global energy markets.
Urban Company Q4 Review: Morgan Stanley Eyes 7% Downside Despite Target Price Hike — Here's Why
Morgan Stanley Raises Urban Company TP To Rs 128, Flags Rising Instant Services Battle
Britannia shares fall 5% despite decent Q4 show. Do Morgan Stanley, Nomura see any upside?
Britannia Industries shares dropped significantly even as the company reported a profit increase. The FMCG major's fourth-quarter earnings missed analyst expectations for revenue and volume growth. Supply disruptions in international business due to the West Asia conflict impacted March sales. Despite this, the company sees traction in e-commerce and premium products. Analysts maintain mixed views on the stock's future performance.
Meesho shares surge over 7% after Q4 losses shrink sharply; Morgan Stanley raises target price
Meesho shares surged after the e-commerce platform posted an 88% YoY drop in Q4 losses to Rs 166 crore, while revenue jumped 47% to Rs 3,531 crore. The company also reported a 43% rise in gross merchandise value to Rs 11,371 crore and a similar increase in orders to 717 million, driven by strong user growth and engagement.
DMart shares fall 4% after Q4 results. What are Goldman Sachs, Morgan Stanley, others saying?
DMart Share Price: Avenue Supermarts shares fell on Monday. The company reported a 19% rise in net profit and revenue for the March quarter of FY26. It also added 58 new stores, crossing the 500 DMart store milestone. Experts offer mixed views. Morgan Stanley and Motilal Oswal maintain positive ratings, citing store expansion and improving trends.
Avenue Supermarts shares could rise as much as 44% after Q4 results, analysts project
Morgan Stanley said that DMart's operations remained largely unaffected by supply chain disruptions, although there was a temporary spike in consumer purchases in March due to geopolitical tensions, which normalised towards the end of the month.