Nippon Life, HDFC Mutual Fund, SBI Mutual Fund, ICICI Prudential Asset Management Company (AMC) and Kotak AMC, through their respective schemes, along with SBI Life Insurance, were among the allottees in the QI
On the outlook, HDFC Securities said, "Management is cautiously optimistic on the business, going forward, as while baseline demand drivers remain intact for now, there is rising uncertainty due to geopolitical tensions, commodity cost inflation, and diesel price hikes."
ONGC share price target: HDFC Securities maintained a ‘Reduce’ rating on ONGC, though it raised its target price to Rs 276 from Rs 220.
Kotak suggested 'Buy' on both Groww and Angel One. It revised its FY27 estimates for Groww, building in 5 per cent lower orders versus the annualized Q4 run-rate.
HDFC Bank shares: A report suggested that the private lender allegedly ‘camouflaged’ crores as marketing spend to pay higher interest to a state firm.
ICICI Bank Ltd is MOFSL's top banking stock pick, followed by HDFC Bank Ltd, State Bank of India (SBI) and AU Small Finance Bank (AFB).
The rally in the stock, which commanded a m-cap of $1.8 trillion at April end, lifted the market cap of the entire Taiwanese listed universe.
Antique said its pecking order within larger private banks are HDFC Bank, ICICI Bank and Axis Bank. Within PSUs, it likes SBI. Within smaller private players, it prefers Ujjivan SFB, Bandhan and FB.
Meanwhile, YES Bank Ltd stands as the only stock to receive a 'Sell' recommendation from the brokerage post-Q4 numbers.
HDFC Bank share price: The banking stock has slipped 25% from its record high of Rs 1020.35 reached on October 23, 2025. It has a beta of 1.19, indicating high volatility in a year
Nomura said FIIs were most constructive on ICICI Bank. HDFC Bank at estimated FY28 book value of 1.5 times is seen as compelling on valuations but the Chairman exit is keeping investors cautious.
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