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Key factors why Emkay has cut its exposure to large private and PSU banks down to 'zero'
Emkay believes that largecap bank valuations are still above the fair-value zone, despite the multi-year de-rating that the sector has gone through. Therefore, it remains cautious on the space, as the market continues to extrapolate past some of the hyper growth, despite the structural downward shift in growth.
Weak Monsoon Deepens Worries Over Kharif Sowing, Reservoir Levels And Food Inflation: Emkay
According to Emkay, total Kharif sowing area stood at 18 million hectares as of June 26, down 23% from the same period last year.
Vedanta Power, Iron & Steel and Oil & Gas shares crash up to 8%. What’s triggering the selloff?
Vedanta shares saw profit-taking after a strong rally in newly demerged entities, with most segments falling up to 8% over 14 sessions. Vedanta Aluminium Metal outperformed and gained 2%, drawing bullish calls from brokers including Emkay and Citi, which see strong upside potential driven by global aluminium demand, cost efficiencies, and improving leverage, making it the preferred long-term pick.
Vedanta Aluminium up 4% after Emkay starts coverage with Buy; eyes 22% gain
Vedanta Aluminium share price target: Vedanta Aluminium was one of the four companies that demerged from Vedanta Ltd and was listed as a separate entity.
This demerged Vedanta entity is up 100% in 12 days of listing
Currently, no analysts have coverage on Vedanta Iron and Steel, as of yet, with most of the coverage being given to the Aluminium division with Emkay being the most recent one.
June auto sales data: Commercial vehicle turns consensus player; brokerages list stocks to buy
Indian automakers reported strong performance in June 2026, with healthy demand across passenger vehicles, two-wheelers, commercial vehicles and tractors. Brokerages including Motilal Oswal, Emkay and ICICI Securities highlighted broad-based growth, with several OEMs beating estimates. Maruti, M&M, TVS and Tata Motors stood out, while Hyundai underperformed in PVs. Analysts remain optimistic on the sector, favouring CVs and select two-wheeler players amid improving demand and pricing conditions.
Vedanta Aluminium shares jump over 3% as Emkay starts coverage with Buy call. 3 reasons why
Vedanta Aluminium shares surged after Emkay initiated coverage with a 'Buy' rating and a Rs 550 target, citing strong medium-term prospects. The brokerage anticipates a global aluminium deficit through 2028, driven by robust demand and supply constraints. Emkay believes structural cost reductions through backward integration will fuel earnings growth, positioning Vedanta Aluminium as a low-cost producer with a favourable risk-reward profile.
Adani Ports hits new life-time high; Emkay lifts target price by 5%
Analysts at Emkay believe that MSC's stake buy in Adani Vizhinjam Port improves Adani Ports revenue visibility, can aid the volume trajectory and positions it to capture transshipment opportunities.
'India Is Late': Emkay's Manish Sonthalia Warns Against AI Hype, Finds Sweet Spot In 'Factories Of World'
Manish Sonthalia, Director & Chief Investment Officer, Emkay Investment Managers
From Nomura to Emkay: Brokerages decode RIL 49th AGM fine print
RIL stock will re-rate on a continuous basis as key milestones of transition are achieved, starting with the JIO IPO and subsequently the commissioning of 10 GW integrated solar project, analysts said
Health stock Park Medi World jumps 10% despite stock market crash. Emkay sees over 25% more upside - Mint
Health stock Park Medi World jumps 10% despite stock market crash. Emkay sees over 25% more upsideMint
Financials and consumption could be among the biggest winners as oil risks recede: Emkay Global
Seshadri Sen, Head-Research & Strategist at Emkay Global Financial Services, believes financials and discretionary consumption could emerge as key beneficiaries of easing geopolitical tensions and lower oil prices. He expects softer liquidity conditions to support banks and NBFCs, while stronger consumer spending could boost sectors such as autos. Sen also remains constructive on pharmaceuticals for long-term compounding and sees India's textile sector benefiting from free trade agreements with the UK and EU.