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Kanal postlari
| 2 | STI BUY DLF 623-625 SL 608 TGT 653
Disclaimer: https://www.centrumgalaxc.com/wp-content/uploads/2026/01/CFL-RA-Disclaimer.pdf | 216 |
| 3 | STI: BUY GENUSPOWER CASH 329-330 SL 319 TGT 352
Disclaimer: https://www.centrumgalaxc.com/wp-content/uploads/2026/01/CFL-RA-Disclaimer.pdf | 322 |
| 4 | STI BUY TCS 2200 CALL 44-46 SL 25 TGT 85
Disclaimer: https://www.centrumgalaxc.com/wp-content/uploads/2026/01/CFL-RA-Disclaimer.pdf | 361 |
| 5 | STI UPDATE BOOK PART PROFIT IN TIIND CASH 3300 AND TRAIL SL TO COST FOR THE REST | 358 |
| 6 | https://centrumbroking.com/documents/Metals_Mining_Monthly_Update_June_2026_Centrum_15062026.pdf | 365 |
| 7 | Morning Wrap 20260616.pdf | 367 |
| 8 |  Insta :
https://www.instagram.com/p/DZmyLxFEZMc/?igsh=bWUzbGl2b3d3ZzZw
Facebook :
https://www.facebook.com/share/p/1D86mf24N8/?mibextid=wwXIfr
X:
https://x.com/centrumgalaxc/status/2066493970256163007?s=46
YouTube:
http://youtube.com/post/UgkxjAjMV4xtGmKNMAu_RzxVGsyK5jfvfp9Y?si=hiipsNkQQnKVgWrK | 425 |
| 9 | STI UPDATE BOOK PART PROFIT IN ELECON CASH 561 AND TRAIL SL TO COST FOR THE REST | 400 |
| 10 | STI BUY INTELLECT 757-759 SL 736 TGT 805
Disclaimer: https://www.centrumgalaxc.com/wp-content/uploads/2026/01/CFL-RA-Disclaimer.pdf | 439 |
| 11 | STI UPDATE BOOK PART PROFIT IN SOUTHBANK 48 (GAIN~3.5%) AND TRAIL SL TO COST FOR THE REST | 443 |
| 12 | STI BUY TIIND CASH 3230-3235 SL 3140 TGT 3425
Disclaimer: https://www.centrumgalaxc.com/wp-content/uploads/2026/01/CFL-RA-Disclaimer.pdf | 443 |
| 13 | Morning Wrap 20260615.pdf | 459 |
| 14 | STI UPDATE BOOK PART PROFIT IN GROWW AT 201 AND TRAIL SL TO COST FOR THE REST | 641 |
| 15 | STI BUY GODFRYPHLP 2270-2280 SL 2210 TGT 2410
Disclaimer: https://www.centrumgalaxc.com/wp-content/uploads/2026/01/CFL-RA-Disclaimer.pdf | 675 |
| 16 | https://centrumbroking.com/documents/Cement_Sector_Update_Centrum_12062026.pdf | 680 |
| 17 | POSITIONAL TRADING IDEA UPDATE: BOOK PART PROFIT IN *DEEPAKFERT IS UP 6% AT CMP 1579*, AND TRAIL SL TO COST FOR THE REST | 645 |
| 18 | STI BUY SOUTHBANK CASH 46-46.50 SL 44.4 TGT 51
Disclaimer: https://www.centrumgalaxc.com/wp-content/uploads/2026/01/CFL-RA-Disclaimer.pdf | 601 |
| 19 | FY26 Closing Order Book at ₹159 bn, below ₹200 bn target due to deferral of mining tenders to Q1-Q2FY27
FY27 Order Inflow Guidance of ₹150 bn targeting closing order book of ₹240 bn; large pipeline in metros and defence
FY27, FY28 and FY29 Earnings Estimates cut 2%, 4% and 10% respectively on supply chain constraints
Valued at 37x March 2028 estimated EPS unchanged | 542 |
| 20 | Regional and emerging market investors have now sold a record net US$30.1bn of Indian stocks YTD
Indian stocks selling primarily due to fund flows into Taiwan and Korea
Asia ex-Japan long-only portfolio-Weight Up-Lodha Developers
Asia ex-Japan long-only portfolio-Weight Down-SBI Life Insurance, Zomato, PB Fintech
*CLSA On India Economics*
Rupee could rise to Rs93-94:US$1
Recent schemes could attract FX inflows of at least US$30bn
The introduction of a concessional FX swap for ECBs by PSUs
Decision of the RBI to bear full hedging costs on fresh 3-5-year FCNR(B) deposits
Tax exemptions on FPI holdings of G-secs
Such inflows would lead to significant improvement in the expected BOP deficit, which could put a lid on rupee depreciation bias
*Morgan Stanley On Internet*
Reiterate Eternal as Top Pick
Eternal-given good execution, a solid balance sheet, and favorable industry growth tailwinds.
India's internet market cap index has corrected 8% from its end-Mar'26 peak, tracking a similar pattern to the US Internet market cap index.
High dispersion across stocks: In the past month, Eternal outperformed Swiggy by 11% Shadowfax over Delhivery by 28%, and Paytm over Pine Labs by 14%.
PE/VC funding environment is challenging on a TTM basis (-23% YoY), but capital continues to flow into areas – e.g., instant vertical commerce, instant services.
Earnings downgrade risks persist, driven by heightened competition (quick commerce, instant services) and a potential demand slowdown such as in travel.
Key OWs in the group include Eternal , Pine Labs and Shadowfax
Expect competition-related overhangs to persist in quick commerce and instant services, although growth tailwinds remain strong.
In e-commerce logistics,see favorable industry tailwinds as 3PL players gain share, with both Delhivery (rated EW) and Shadowfax well positioned.
Within e-commerce, expect Meesho (rated EW) to outpace most peers on growth while delivering gradual improvement in profitability
*Goldman Sachs On Oil*
Keep 2026Q4 Brent $90 forecast as the easing effect from a smaller-than-expected deficit
During the Hormuz disruption so far offsets the tightening effect from a longer disruption
Assume that oil exports from Gulf producers normalize by late August (vs. by late June prior)
Normalization may be achieved with a rise in Hormuz flows to 70% of pre-war levels given current redirections.
Lower 2027 average Brent forecast by $5 to $80 on higher supply and lower demand.
OECD commercial oil stocks are unlikely to reach very high levels following sharp 2026 draws
Security premium compensating for disruption risk is likely to keep a floor under prices.
*Morgan Stanley On Oil India*
Maintain Underweight, TP Rs 404
Believe the share price will fall in absolute terms over the next 30 days
5% impact on Oil India's earning on recent royalty rate changes
Gas ASP increases will underperform Street estimates
Fuel refining profitability drops almost by half as the impact of tax benefits unwind
Headwinds from slower pipeline network expansion
Prefer ONGC within upstream segment
*Morgan Stanley On Oberoi Realty*
Maintain Equal Weight, TP Rs 1440
Believe share price will rise over next 60 days
Expect co to launch Phase 1 of Gurgaon Project 360 North
360 North will have launch value exceeding Rs 3000cr
Project is witnessing strong on ground traction
Which could translate sales of over Rs 2500cr
Implying 56% YoY pre-sales growth in Q1FY27
*Elara Capital on BEML*
Maintain Buy, Target Price ₹2,620 vs ₹2,700 earlier
Executable Order Book of ₹55 bn for FY27 with sales growth target of 15-25% over next three years
EBITDA Margin Guidance of 15-16% despite higher R&D spend as operating leverage kicks in
Rail and Metro Segment expected to contribute around ₹20 bn sales in FY27, a jump of around 100% year on year | 502 |
