1 / 8Morgan Stanley on Financials: Morgan Stanley expects the year 2020 to be a fairly weak one for the Indian financial sector due to slower loan growth.
2 / 8Edelweiss on Aviation: The brokerage expects SpiceJet’s capacity growth to surge as 737 Max additions resume from April and expects SpiceJet to win substantial market share from IndiGo.
3 / 8Credit Suisse on Consumption Sector: Credit Suisse feels the government spending is likely to be cut sharply in H2 due to shortfall in tax collections.
4 / 8Morgan Stanley on Bharti Airtel: Morgan Stanley maintains an 'overweight' rating on Bharti Airtel, says the recent tariff hike is a step in the right direction.
5 / 8Morgan Stanley on Embassy Reit: Morgan Stanley maintains an 'overweight' call on Embassy REIT with a target of Rs 437 per share as it believes upcoming project completions (1.4 msf) in H2F20 are on track.
6 / 8Morgan Stanley on Grasim: Morgan Stanley is 'overweight' on Grasim, says the reduction in Holdco discount will be a bigger stock price driver. The brokerage maintains an 'overweight' rating with a TP of Rs 875/sh.
7 / 8CLSA on Inox Leisure: CLSA maintains a 'buy' rating on Inox Leisure with a target price of Rs 450/Sh. The brokerage believes the company will continue with strong organic screen expansion. The company’s management dismissed an immediate threat from OTTs while the brokerage believes OTTs are complimentary for multiplexes.
8 / 8Citi on Jubilant Food: Citi maintains a 'buy' call on Jubilant Food and says the company is well placed in an attractive Indian food services market.
