May 25, 2026

+91 99390 80808

May 25, 2026

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HomeNews HeadlinesFund Houses Update - 16 July 2025

Fund Houses Update – 16 July 2025

Dear Trader…

Fund Houses Recommendations

  • CLSA on Dixon Tech: Maintain Outperform on Company, target price at Rs 19000/Sh (Positive)
  • Nomura on Dixon Tech: Maintain Buy on Company, target price at Rs 21409/Sh (Positive)
  • Bernstein on Aditya Birla Fashion: Initiate Market perform on Company, target price at Rs 170/Sh (Positive)
  • MOSL on VMM: Initiate Buy on Company, target price at Rs 165/Sh (Positive)
  • Citi on ICICI Pru: Maintain Buy on Company, raise target price at Rs 850/Sh (Positive)
  • Citi on HDFC Life: Maintain Buy on Company, raise target price at Rs 975/Sh (Positive)
  • HSBC on HDFC Life: Maintain Buy on Company, target price at Rs 900/Sh (Positive)
  • MS on HDFC Life: Maintain Overweight on Company, target price at Rs 840/Sh (Positive)
  • Macquarie on Auto stocks: Tesla’s entry price does not pose volume risk for M&M and Tata Motors given price differential (Positive)
  • MS on Auto stocks: With Tesla’s high ASP and gradual ramp-up, we see limited impact on domestic OEMs (Positive)
  • Citi on Auto stocks: If duties are reduced or if local manufacturing starts, competition could escalate for the Indian OEMs (Neutral)
  • Macquarie on HDFC Bank: Maintain Outperform on Bank, target price at Rs 2400/Sh (Neutral)
  • MS on Oberoi Real: Maintain Equal weight on Company, target price at Rs 1700/Sh (Neutral)
  • MS on AWL Agri: Maintain Underweight on Company, target price at Rs 260/Sh (Neutral)
  • Macquarie on HDFC Life: Maintain Underperform on Company, target price at Rs 720/Sh (Neutral)
  • Macquarie on ICICI Lombard: Maintain Outperform on Company, target price at Rs 2255/Sh (Neutral)
  • MS on ICICI Lombard: Maintain Equal weight on Company, target price at Rs 1885/Sh (Neutral)
  • MS on ICICI Pru: Maintain Equal weight on Company, target price at Rs 625/Sh (Neutral) 

Warm Regards… 

Nikhil Bhatt

Business Editor

Investment Point

Contact :- 99390 80808

www.nikhilbhatt.in

 

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