Down 61% from its peak, MOSL upgrades Teamlease Services to ‘buy’; here's why

The brokerage has upgraded the stock to ‘buy’ with a target price of  <span class='webrupee'>₹</span>2,890, indicating an upside of 34 percent from its current market price of  <span class='webrupee'>₹</span>2,149 (as on June 6, 2023).

Financials and auto drive Q4 earnings, says MOSL; here are its top upgrades and downgrades this quarter

MOSL's coverage universe reported the highest earnings growth in the last four quarters driven by financials and auto, while metals dragged aggregate profitability.

Motilal Oswal expects 2023 to be the year of safe havens; here's why

<ul><li>There is some resistance in the physical market for buying gold despite increased prices, the brokerage claims. Since the beginning of 2023, more than 15 tonnes (2%) have been added to Standard &amp; Poor's Depositary Receipts (SPDR) holdings.</li></ul>

‘Value’ theme has made a comeback, says MOSL; lists top changes in its model portfolio

stocks

The correction and breather in markets, especially broader markets, have thrown up interesting opportunities and made the risk-reward relatively more favorable, said MOSL. It has carried out several important changes in its model portfolio.

ICICI Bank, Maruti Suzuki & Bajaj Auto enjoy highest coverage; Abbott, Max Healthcare least covered: MOSL; check details

MOSL mentioned that the percentage of ‘buy’ ratings moderated to 71 percent in 2022 from 73 percent a year ago while the percentage of ‘hold’ ratings rose to 17 percent from 16 percent and ‘sell’ ratings climbed to 12 percent from 11 percent, a year ago.

Worst of auto down-cycle behind us, says MOSL; lists M&M, Tata Motors among top picks

On the back of improving demand, earnings upgrade, rise in investor allocation, and strong earnings outlook, domestic brokerage house Motilal Oswal believes the worst of the auto down-cycle is behind us even as valuations are reasonable.

Full-service brokerages AngelOne, Motilal ahead of discount brokerages in retail F&O segment: Analysis

<ul><li>A recent study by market regulator Sebi said discount brokers are driving the massive F&amp;O volume dominated by the NSE, which continues to be the world's largest derivative exchange for the fourth year on the trot in 2022.</li></ul>

Motilal Oswal initiates coverage on Craftsman Automation with a ‘buy’, sees 19% upside

Motilal Oswal believes with a cyclical recovery in commercial vehicles and two-wheelers, along with new order wins in other segments, there will be linearity in revenues and earnings of the company over the next few years.

Budget 2023: Looking to trade the market today? Motilal Oswal suggests this strategy

The Union Budget is expected to bring sharp movements in the Indian market (Nifty) and traders should hedge their trades. Motilal Oswal has recommended buying Protective Puts or initiating Bear Put Spreads in weekly or monthly expiries, and reducing the cost of position in delivery by writing higher strike Calls in selective F&amp;O stocks (Covered Call). The surge in volatility and decline in prices ahead of the Union Budget suggests some sort of concern in the market.

'Growth at reasonable price' theme to dominate 2023, says MOSL — a look at its model portfolio

As per the brokerage, the current challenging backdrop and valuations not offering any material margin of safety (Nifty at 19x, in line with its long-period average) are key reasons for investors to shift towards the 'growth at reasonable valuations' theme.

Top Motilal Oswal News

markets

Down 61% from its peak, MOSL upgrades Teamlease Services to ‘buy’; here's why

markets

Financials and auto drive Q4 earnings, says MOSL; here are its top upgrades and downgrades this quarter

markets

Motilal Oswal expects 2023 to be the year of safe havens; here's why

markets

‘Value’ theme has made a comeback, says MOSL; lists top changes in its model portfolio