CLSA.
Capital markets and investment group
- Reports this week
- 29
- Active events
- 2
- Connections
- 129
What's happening
Active this week
Earlier this month
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CLSA and HSBC issued positive stock ratings and raised target prices for State Bank of India.Some support5 reports
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CLSA maintained ratings while Jupiter Wagons gained on an order win, alongside updates on various auto manufacturers.Some support1 report
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CLSA initiated coverage with a Hold rating on Oracle Corporation.Some support6 reports
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CLSA retained an 'outperform' rating on M&M, and UBS acquired a stake in an Indian company.Some support1 report
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Talks between the US and China are underway, where the current US trade status is the key factor in establishing a conditional truce to avert a trade war.Well supported28 reports1 development inside
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CLSA maintained an Outperform rating on Tata Communications on October 1, 2026.Some support1 report
One to three months ago
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CLSA cited stretched valuations and NIM pressure regarding RBL Bank.Some support2 reports
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CLSA maintained an 'Outperform' rating on IRB Infrastructure stock.Some support1 report
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Financial analysts and firms monitor the impact of the Middle East conflict on inflation, raw material costs, and corporate margins.Well supported6 reports2 developments inside
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CLSA maintained an outperform rating on PVR INOX stock, which controls multiplex screens in India.Some support1 report
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CLSA issued an Underperform rating for Marico due to valuation concerns, while HSBC maintained a Buy rating.Some support1 report
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Nomura retained a buy rating, Morgan Stanley retained equal-weight, and CLSA downgraded Godrej Consumer Products stock.Some support2 reports
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UBS, HSBC, and CLSA issued various ratings and price targets for Bajaj Finance Ltd on July 31, 2026.Well supported5 reports
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Morgan Stanley and CLSA are influencing stock prices through rating upgrades and downgrades.Some support4 reports1 development inside
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MarketBeat provided average rating data for Moderna, while CLSA raised the rating and Jefferies reiterated a hold.Some support1 report
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CLSA raised price target and earnings estimates for AMD.Some support2 reports
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CLSA reiterated high conviction outperform rating on Persistent Systems.Some support2 reports
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Citigroup lifted its price objective on Moderna, while CLSA raised Moderna to an outperform rating.Some support1 report
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Needham & Company cut its price target and set a buy rating for Endava, while CLSA also set a $5.00 price objective.Some support2 reports
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CLSA downgraded Tata Consultancy Services' rating to 'Hold' following the release of company earnings reports.Some support1 report
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Scotiabank reduced its price target on SQM stock, while CLSA raised its rating, and MarketBeat reported the average consensus rating.Some support2 reports
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CLSA maintained a Buy rating on Infosys on August 14, 2025.Some support2 reports
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CLSA cut EPS estimates for Colgate-Palmolive due to high advertising spending, while HSBC maintained a Hold rating on the stock.Some support2 reports
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Caroline Levy, formerly a senior analyst at CLSA, joins the Prenetics board.Some support1 report
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Moomoo Australia and New Zealand is owned by Futu Holdings, and the company is partnering with CLSA for an investor day.Some support2 reports
Gone quiet
No new reports in 90+ days-
CLSA maintained an 'outperform' rating on LG Electronics, which also reported strong fiscal results.Some support4 reports1 development inside
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CLSA raised FY27-FY29 estimates by 12-14 percent, while HSBC maintained a cautious 'Hold' rating on Jubilant FoodWorks.Some support3 reports
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CLSA and Macquarie provided financial analysis and target prices for Jaguar Land Rover's business unit in India.Some support1 report
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CLSA maintained a 'Hold' rating on Honasa Consumer Ltd despite the company reporting strong results.Some support1 report
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CLSA, HSBC, and Nomura issued stock ratings on Tata Motors PV, while JLR saw strong demand momentum in India.Some support2 reports
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CLSA has released its rating and target price guidance for Manappuram Finance Limited.Some support1 report
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Raw material cost increases are pressuring MRF's gross margins, which CLSA is closely monitoring.Some support1 report
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Financial institutions including CLSA, Nomura, UBS, and AXIS Capital advised on Vodafone Idea (VIL) stock, recommending 'Reduce' and setting targets on August 1, 2026.Some support3 reports1 development inside
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CLSA maintained a 'Hold' rating and raised price target, while JPMorgan reported on revenue and margins.Some support1 report
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CLSA and Citigroup provided ratings and price objectives for Citizens Bank & Trust, which is held by Citizens Holding.Some support2 reports
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CLSA and Macquarie provide target prices for Axis Bank amid margin pressure and focus on loan growth and efficiency.Some support1 report1 development inside
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CLSA maintained a bullish rating on Novelis on August 1, 2026.Some support1 report
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Nomura, CLSA, and HSBC are providing analysis on FSN E-Commerce Ventures Ltd's performance, focusing on Q1 revenue growth, margin expansion, and brand strategy.Some support1 report
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Investec and CLSA have both published market analysis regarding the stock of Vedanta.Some support1 report
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Nomura maintained its 'Buy' rating on Hyundai stock, while CLSA reiterated its 'Outperform' rating on the company.Some support3 reports
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Larsen & Toubro's earnings beat CNBC poll estimates, leading CLSA to maintain an Outperform rating on the company.Some support1 report
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CLSA initiated coverage with an outperform rating on R R Kabel, noting its strong revenue growth.Some support1 report
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CLSA upgraded IDFC FIRST Bank to outperform from hold. Investec gave the bank the highest price target. Morgan Stanley raised its target price to ₹75, and Nomura raised its target after the June-quarter results.Some support2 reports
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Bharat Electronics won a bid for India's fighter aircraft, while CLSA and Goldman Sachs issued stock ratings on the company.Some support1 report
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CLSA provides market analysis and future stock targets for companies operating in the data centre and optical fibre markets, including Sterlite Technologies.Some support3 reports1 development inside
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CLSA released market analysis regarding the recovery prospects of Bandhan Bank.Some support1 report
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CLSA issued an Underperform rating on ServiceNow on July 20, 2026.Some support1 report
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Goldman Sachs, Nomura, and CLSA maintained positive ratings on Reliance Industries Ltd stock on July 20, 2026.Well supported3 reports
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CLSA retains a constructive stance and HSBC maintains a 'Buy' rating on ICICI Prudential AMC stock.Some support1 report
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HCL's performance drove analyst target price changes from various financial institutions, including UBS, Nomura, and Morgan Stanley, on July 1, 2026.Some support1 report
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CLSA issued a cease-and-desist order regarding a translation, while Father Paul Hedman used Twitter for communication.Some support1 report
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Titan, a jewellery and lifestyle retailer of Tata Group, received positive ratings from Morgan Stanley, Nomura, and CLSA on July 1, 2026.Some support7 reports
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Morgan Stanley lowered its rating and set a price objective for Melco Resorts & Entertainment Ltd.Some support2 reports
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CLSA gave an 'Outperform' rating to Vedanta Aluminium, noting that incremental supply from Indonesia is a key factor.Well supported4 reports
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Nomura retained a neutral rating, HSBC maintained a bullish rating, and CLSA reiterated a positive outlook on the company's CV business.Well supported4 reports
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Citi and CLSA initiated coverage with bullish views on Vedanta Aluminium Metal.Some support2 reports
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CLSA maintained an 'outperform' rating on Reliance Industries Ltd stock.Some support2 reports
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CLSA initiated coverage with an Outperform rating on Coupang, noting its expected growth in the South Korean e-commerce market.Well supported3 reports
No events began in the chosen period. Widen it, or reset.
What's reaching CLSA
Events traced to CLSA, step by step, newest first- Chagee's dividend announcement may require CLSA research updateChagee's dividend policy may prompt CLSA to update its capital markets research.Likely
- HCL's earnings optimism may prompt CLSA to revise IT sector outlookHCL's earnings optimism may prompt CLSA to revise IT sector outlookLikely
- Strong IT earnings may prompt CLSA to revise market analysisStrong IT earnings may prompt CLSA to revise its market analysis on the sectorLikely
- Climate risk may force CLSA to revise microfinance risk modelsIncreased climate-related credit risk may force investment groups to revise risk assessments for microfinance lenders.Possible
Around CLSA this week
News at the entities that move CLSA most-
AMD Mentioned togetherAnthropic announced major compute spending commitments to AMD, Google, Microsoft, and Amazon, while facing SEC scrutiny over its IPO.Moves CLSA
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Investec OperationalInvestec reported that investor sentiment towards Indian financials has turned constructive.Moves CLSA
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Nvidia Mentioned togetherA petition has called for Jensen Huang's reinstatement as CEO of Nvidia, a campaign publicly supported by Elon Musk.Moves CLSA
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State Bank of India Mentioned togetherNippon India Small Cap Fund made various stake adjustments, including exiting Fineotex Chemical and increasing holdings in Tata Steel and Kotak Mahindra Bank.Moves CLSA
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UBS OperationalOnto Innovation participated in investor conferences hosted by Morgan Stanley and UBS at the New York Stock Exchange.Moves CLSA
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Tata Consultancy Services OperationalTata Consultancy Services (TCS) was recognized in the Greater Philadelphia area.Moves CLSA
Connections
The 40 strongest of 129, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Infosys Operational
CLSA provides financial ratings, target prices, and market analysis regarding Infosys.
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AMD Mentioned together
CLSA provides financial ratings, price targets, and earnings estimates for AMD.
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State Bank of India Mentioned together
CLSA provides financial ratings and bullish outlook commentary on State Bank of India's stock performance.
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Microsoft Mentioned together
CLSA provides financial ratings and performance monitoring for Microsoft.
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Tata Consultancy Services Operational
CLSA actively provides financial ratings and market stances on Tata Consultancy Services shares.
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Tesla Operational
CLSA provides market ratings and price target adjustments for Tesla.
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Voltas Mentioned together
CLSA provides financial analysis, including downside risk assessments and underperform ratings, for Voltas.
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Ather Energy Mentioned together
CLSA provides financial ratings and analysis regarding Ather Energy's performance.
Show all 40 connections
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Wipro Transactional
CLSA monitors market trends and issues ratings on Wipro shares, noting increased downside risk.
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Caroline Levy Structural
Caroline Levy was employed as a senior analyst at CLSA.
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Coupang Mentioned together
CLSA provides ongoing financial analyst coverage, ratings, and target prices for Coupang stock.
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Investec Operational
Both firms actively provide market analysis and forecasts on specific stocks and economic trends.
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Bajaj Finance Mentioned together
CLSA provides investment ratings and target price analysis on Bajaj Finance.
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Titan Mentioned together
CLSA provides financial ratings and analysis regarding Titan's stock performance.
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Jeffrey Currie Operational
Jeffrey Currie provides advisory input on the market thesis utilized by CLSA.
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Mirum Pharmaceuticals Mentioned together
CLSA provides financial research, price targets, and rating updates for Mirum Pharmaceuticals.
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Persistent Systems Mentioned together
CLSA provides market analysis and high-conviction ratings on Persistent Systems' business and market performance.
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Moomoo Transactional
Moomoo partnered with CLSA for a joint investor day event.
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Wynn Resorts Mentioned together
CLSA provides market ratings and analysis regarding Wynn Resorts' shares.
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UBS Operational
Both firms compete by advising on the same stock market.
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Korea Operational
CLSA provides investment advice that influences necessary shifts in Korea's investment structure.
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Jaguar Land Rover Mentioned together
CLSA provides financial analysis and target prices for Jaguar Land Rover.
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Moderna Mentioned together
CLSA provided an analyst rating upgrade for Moderna.
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Vodafone Idea Mentioned together
CLSA provides financial analysis and investment advice regarding Vodafone Idea stock.
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Nvidia Mentioned together
Nvidia's financial reports serve as the primary data input that CLSA uses to formulate its professional market outlooks.
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Bajaj Auto Mentioned together
CLSA, a market research firm, issues target prices and calls on Bajaj Auto, indicating market analysis of the company.
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Endava Mentioned together
CLSA published research reports detailing a $5.00 price target for Endava.
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Varun Beverages Mentioned together
CLSA provided a bullish market outlook on Varun Beverages.
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RBL Bank Mentioned together
CLSA provides financial analysis and maintains a bearish rating on RBL Bank.
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Unilever Mentioned together
CLSA provides market research and rating coverage for Unilever.
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Novelis Mentioned together
CLSA provides analyst coverage and maintains a bullish rating on Novelis.
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IDFC FIRST Bank Mentioned together
CLSA, a market research firm, upgraded IDFC FIRST Bank to outperform from hold.
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Tata Communications Mentioned together
CLSA provides an Outperform rating on Tata Communications.
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Hyundai Mentioned together
CLSA provides financial ratings and analysis regarding Hyundai.
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Oracle Mentioned together
CLSA provides stock coverage and analysis on Oracle.
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TVS Motor Company Operational
CLSA provides financial research and maintains an outperform rating on TVS Motor Company.
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Bharat Electronics Mentioned together
CLSA, as a research firm, provided an outperform rating on the stock of Bharat Electronics.
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Godrej Group Mentioned together
CLSA provides financial analysis and stock coverage for Godrej Group.
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HCL Technologies Mentioned together
CLSA provides financial ratings and analysis on HCL Technologies stock.
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Jubilant FoodWorks Mentioned together
CLSA provides financial research and raised future revenue estimates for Jubilant FoodWorks.
History
Events by the month they beganNovember 2026
2 eventsOctober 2026
7 events- CLSA maintained ratings while Jupiter Wagons gained on an order win, alongside updates on various auto manufacturers.
- CLSA retained an 'outperform' rating on M&M, and UBS acquired a stake in an Indian company.
- CLSA maintained an Outperform rating on Tata Communications on October 1, 2026.
- CLSA cited stretched valuations and NIM pressure regarding RBL Bank.
- CLSA maintained an 'Outperform' rating on IRB Infrastructure stock.
- CLSA maintained an outperform rating on PVR INOX stock, which controls multiplex screens in India.
- CLSA issued an Underperform rating for Marico due to valuation concerns, while HSBC maintained a Buy rating.
September 2026
6 events- Talks between the US and China are underway, where the current US trade status is the key factor in establishing a conditional truce to avert a trade war.
- Nomura retained a buy rating, Morgan Stanley retained equal-weight, and CLSA downgraded Godrej Consumer Products stock.
- MarketBeat provided average rating data for Moderna, while CLSA raised the rating and Jefferies reiterated a hold.
- CLSA raised price target and earnings estimates for AMD.
- CLSA reiterated high conviction outperform rating on Persistent Systems.
- Citigroup lifted its price objective on Moderna, while CLSA raised Moderna to an outperform rating.
Show 3 earlier months
August 2026
19 events- CLSA and HSBC issued positive stock ratings and raised target prices for State Bank of India.
- Morgan Stanley and CLSA are influencing stock prices through rating upgrades and downgrades.
- CLSA downgraded Tata Consultancy Services' rating to 'Hold' following the release of company earnings reports.
- Scotiabank reduced its price target on SQM stock, while CLSA raised its rating, and MarketBeat reported the average consensus rating.
- CLSA cut EPS estimates for Colgate-Palmolive due to high advertising spending, while HSBC maintained a Hold rating on the stock.
- Caroline Levy, formerly a senior analyst at CLSA, joins the Prenetics board.
- Moomoo Australia and New Zealand is owned by Futu Holdings, and the company is partnering with CLSA for an investor day.
- CLSA maintained an 'outperform' rating on LG Electronics, which also reported strong fiscal results.
- CLSA raised FY27-FY29 estimates by 12-14 percent, while HSBC maintained a cautious 'Hold' rating on Jubilant FoodWorks.
- CLSA and Macquarie provided financial analysis and target prices for Jaguar Land Rover's business unit in India.
- CLSA maintained a 'Hold' rating on Honasa Consumer Ltd despite the company reporting strong results.
- CLSA, HSBC, and Nomura issued stock ratings on Tata Motors PV, while JLR saw strong demand momentum in India.
- CLSA has released its rating and target price guidance for Manappuram Finance Limited.
- Raw material cost increases are pressuring MRF's gross margins, which CLSA is closely monitoring.
- Financial institutions including CLSA, Nomura, UBS, and AXIS Capital advised on Vodafone Idea (VIL) stock, recommending 'Reduce' and setting targets on August 1, 2026.
- CLSA maintained a 'Hold' rating and raised price target, while JPMorgan reported on revenue and margins.
- CLSA and Citigroup provided ratings and price objectives for Citizens Bank & Trust, which is held by Citizens Holding.
- CLSA maintained a bullish rating on Novelis on August 1, 2026.
- Nomura, CLSA, and HSBC are providing analysis on FSN E-Commerce Ventures Ltd's performance, focusing on Q1 revenue growth, margin expansion, and brand strategy.
July 2026
19 events- CLSA initiated coverage with a Hold rating on Oracle Corporation.
- Financial analysts and firms monitor the impact of the Middle East conflict on inflation, raw material costs, and corporate margins.
- UBS, HSBC, and CLSA issued various ratings and price targets for Bajaj Finance Ltd on July 31, 2026.
- Needham & Company cut its price target and set a buy rating for Endava, while CLSA also set a $5.00 price objective.
- CLSA and Macquarie provide target prices for Axis Bank amid margin pressure and focus on loan growth and efficiency.
- Investec and CLSA have both published market analysis regarding the stock of Vedanta.
- Nomura maintained its 'Buy' rating on Hyundai stock, while CLSA reiterated its 'Outperform' rating on the company.
- Larsen & Toubro's earnings beat CNBC poll estimates, leading CLSA to maintain an Outperform rating on the company.
- CLSA initiated coverage with an outperform rating on R R Kabel, noting its strong revenue growth.
- CLSA upgraded IDFC FIRST Bank to outperform from hold. Investec gave the bank the highest price target. Morgan Stanley raised its target price to ₹75, and Nomura raised its target after the June-quarter results.
- Bharat Electronics won a bid for India's fighter aircraft, while CLSA and Goldman Sachs issued stock ratings on the company.
- CLSA released market analysis regarding the recovery prospects of Bandhan Bank.
- CLSA issued an Underperform rating on ServiceNow on July 20, 2026.
- Goldman Sachs, Nomura, and CLSA maintained positive ratings on Reliance Industries Ltd stock on July 20, 2026.
- CLSA retains a constructive stance and HSBC maintains a 'Buy' rating on ICICI Prudential AMC stock.
- HCL's performance drove analyst target price changes from various financial institutions, including UBS, Nomura, and Morgan Stanley, on July 1, 2026.
- CLSA issued a cease-and-desist order regarding a translation, while Father Paul Hedman used Twitter for communication.
- Titan, a jewellery and lifestyle retailer of Tata Group, received positive ratings from Morgan Stanley, Nomura, and CLSA on July 1, 2026.
- Morgan Stanley lowered its rating and set a price objective for Melco Resorts & Entertainment Ltd.
June 2026
7 events- CLSA maintained a Buy rating on Infosys on August 14, 2025.
- CLSA provides market analysis and future stock targets for companies operating in the data centre and optical fibre markets, including Sterlite Technologies.
- CLSA gave an 'Outperform' rating to Vedanta Aluminium, noting that incremental supply from Indonesia is a key factor.
- Nomura retained a neutral rating, HSBC maintained a bullish rating, and CLSA reiterated a positive outlook on the company's CV business.
- Citi and CLSA initiated coverage with bullish views on Vedanta Aluminium Metal.
- CLSA maintained an 'outperform' rating on Reliance Industries Ltd stock.
- CLSA initiated coverage with an Outperform rating on Coupang, noting its expected growth in the South Korean e-commerce market.