CLSA.
Capital markets and investment group
- Reports this week
- 4
- Active events
- 3
- Connections
- 119
What's happening
Active this week
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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.Some support2 reports1 development inside
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CLSA maintained an Outperform rating on Tata Communications on October 1, 2026.Some support1 report
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CLSA cited stretched valuations and NIM pressure regarding RBL Bank.Some support2 reports
Earlier this month
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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
One to three months ago
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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
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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 HSBC issued positive stock ratings and raised target prices for State Bank of India.Some support2 reports
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CLSA and Citigroup provided ratings and price objectives for Citizens Bank & Trust, which is held by Citizens Holding.Some support1 report
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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 support2 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
Gone quiet
No new reports in 90+ days-
CLSA issued an Underperform rating on ServiceNow on July 20, 2026.Some support1 report
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CLSA initiated coverage with a Hold rating on Oracle Corporation.Some support5 reports
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Goldman Sachs, Nomura, and CLSA maintained positive ratings on Reliance Industries Ltd stock on July 20, 2026.Some support1 report
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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
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CLSA upgraded Sekisui House stock rating, noting that the company is headquartered in Osaka.Some support6 reports
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CLSA analyst raised the price target for Intuit to $900.Speculative1 report
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CLSA initiated coverage on TurboTax, driving a price target raise due to momentum and expected AI margin improvements.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching CLSA
Events traced to CLSA, step by step, newest first- 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-
Moomoo TransactionalMoomoo partnered with Nasdaq to host Canada's first live, real-money national trading competition.Moves CLSA
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Nvidia Mentioned togetherJim Cramer warns about yield affecting Microsoft and Nvidia shareholders as rate pressure impacts tech infrastructure costs.Moves CLSA
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TVS Motor Company OperationalSudarshan, Chairman and MD of TVS Motor Company, is involved in a family dispute with Mallika Srinivasan.Moves CLSA
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UBS OperationalUBS issued a positive stock forecast for Occidental Petroleum in February 2016.Moves CLSA
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Tata Consultancy Services OperationalLow valuations are attracting investor attention to Wipro, Infosys, and Tata Consultancy Services.Moves CLSA
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Ather Energy Mentioned togetherVida is Hero MotoCorp's electric two-wheeler brand and has established coverage across India, though it currently ranks behind Ather Energy in market share.Moves CLSA
Connections
The 40 strongest of 119, 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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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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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.
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Wipro Transactional
CLSA monitors market trends and issues ratings on Wipro shares, noting increased downside risk.
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Investec Operational
Both firms actively provide market analysis and forecasts on specific stocks and economic trends.
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Coupang Mentioned together
CLSA provides ongoing financial analyst coverage, ratings, and target prices for Coupang stock.
Show all 40 connections
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Caroline Levy Structural
Caroline Levy was employed as a senior analyst at CLSA.
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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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State Bank of India Mentioned together
CLSA provides financial research and rating commentary on State Bank of India's stock performance.
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Moomoo Transactional
Moomoo partnered with CLSA for a joint investor day event.
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Jeffrey Currie Operational
Jeffrey Currie provides advisory input on the market thesis utilized by CLSA.
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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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Mirum Pharmaceuticals Mentioned together
CLSA provides financial research, price targets, and rating updates for Mirum Pharmaceuticals.
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Vodafone Idea Mentioned together
CLSA provides financial analysis and investment advice regarding Vodafone Idea stock.
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Korea Operational
CLSA provides investment advice that influences necessary shifts in Korea's investment structure.
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UBS Operational
Both firms compete by advising on the same stock market.
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Jaguar Land Rover Mentioned together
CLSA provides financial analysis and target prices for Jaguar Land Rover.
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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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Moderna Mentioned together
CLSA provided an analyst rating upgrade for Moderna.
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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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AMD Mentioned together
CLSA provides financial ratings and estimates for AMD.
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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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Paytm Operational
Paytm's market outlook is influenced by CLSA's cautious stance on the market.
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Bandhan Bank Mentioned together
CLSA provides market analysis and ratings regarding Bandhan Bank's stock performance.
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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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Accenture Mentioned together
CLSA provides market analysis and commentary on Accenture's business health and market position.
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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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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 beganOctober 2026
5 events- 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.
August 2026
19 events- 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 HSBC issued positive stock ratings and raised target prices for State Bank of India.
- 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.
Show 2 earlier months
July 2026
19 events- 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.
- CLSA initiated coverage with a Hold rating on Oracle Corporation.
- 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
10 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.
- CLSA upgraded Sekisui House stock rating, noting that the company is headquartered in Osaka.
- CLSA analyst raised the price target for Intuit to $900.
- CLSA initiated coverage on TurboTax, driving a price target raise due to momentum and expected AI margin improvements.