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Sun Pharma a trading play on dips, banks may face difficult June quarter: Dharmesh Kant
Dharmesh Kant, Head of Research at Chola Securities, said Sun Pharma’s all-cash acquisition of Organon could improve return ratios and support valuations, but may bring overall revenue growth down to single digits. He sees a trading opportunity in Sun Pharma on price dips. On banking, he said Q1 could be difficult as provisioning picks up, which may weigh on profitability even as asset quality and margins remain stable. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Stocks to Watch Today: JSW Steel, Tata Motors PV, Adani Enterprises, SEPC, Muthoot Finance, GE Shipping, Welspun Enterprises, Sheela Foam, Voltas in focus on 15 May
Stocks to Watch, 15 May: Stocks like HCL Technologies, SEPC, Adani Enterprises, Zaggle Prepaid Ocean Services, Simca Advertising, Jaro Institute of Technology Management and Research, Voltas, Welspun Enterprises, Great Eastern Shipping Company, Muthoot Finance, Sheela Foam, and JSW Steel will be in focus on May 15.
Buy WeWork India Management; target of Rs 937: ICICI Securities
ICICI Securities is bullish on WeWork India Management recommended buy rating on the stock with a target price of Rs 937 in its research report dated July 30, 2026.