Bernstein and Jefferies initiated protection on Vishal Mega Mart Ltd. this Wednesday, however with sharply contrasting views. Whereas Jefferies sees it as a high-growth worth retail story with deep attain in India’s smaller cities, Bernstein is extra cautious, flagging peak margin issues and rising competitors from on-line and offline friends.
Brokerages additionally turned their consideration to the data expertise sector, with Jefferies and UBS flagging macro issues that might weigh on near-term efficiency. Each cited weakening demand, greater uncertainty, and slowing international development—particularly in the USA and Europe—as key overhangs for the trade.
NDTV Revenue tracks what analysts are saying about shares and sectors. Listed here are the important thing calls to be careful for this Wednesday.