Real Estate Mumbai
Why Lodha Developers Ltd is a Top Real Estate Stock to Buy Now
Jefferies has highlighted Lodha Developers Ltd as a prime beneficiary of Mumbai’s $80 billion infrastructure upgrade, with a large 4,500-acre land bank and a 20% CAGR in presales expected. The brokerage assigns a ‘Buy’ rating with a target price of Rs. 1,625, implying a 43.93% potential upside.
Real Estate
Jefferies Recommends Lodha Developers for a 44% Upside: A Prime Real Estate Play
Jefferies has highlighted Lodha Developers Ltd as a key beneficiary of Mumbai’s $80 billion-plus infrastructure upgrade, with a potential upside of 44%. The company’s large 4,500-acre land bank is a significant growth driver.
Real Estate
Chris Wood’s Portfolio Tweak: Adding New Stocks Post-Reliance Exit
Chris Wood, the global head of equity strategy at Jefferies, has made significant changes to his India long-only equity portfolio. After selling his entire stake in Reliance Industries, he has added a diverse range of stocks across various sectors. Here's the full list of the new additions.
Real Estate
Jefferies' Chris Wood Adjusts Portfolio: Full List of Stocks Added and Removed
Chris Wood, the global head of equity strategy at Jefferies, has made significant changes to his India long-only equity portfolio. He has added new stocks and adjusted weights, particularly after selling his entire stake in Reliance Industries and Axis Bank. Here's the full list of changes and the rationale behind them.
real estate news
Jefferies' Chris Wood Adjusts Portfolio: New Stocks and Sector Allocations
Chris Wood, the global head of equity strategy at Jefferies, has made significant changes to the brokerage's India long-only equity portfolio. After selling off Reliance Industries and Axis Bank, he has added new stocks in various sectors. Check the full list of stocks and their allocations.
Real Estate
Jefferies Raises Bullish Stance on 25 Stocks Across Sectors
Jefferies, the international brokerage firm, has expanded its list of bullish stock picks to 25 out of a total of 223. The new additions include major players like Reliance Industries, HDFC Bank, and UltraTech Cement, with promising growth forecasts across various sectors.
real estate news
Jefferies Recommends Buying These 2 Stocks for Potential Gains of Up to 32%
Jefferies, a leading brokerage firm, has assigned a 'Buy' rating to DLF Ltd and Reliance Industries Ltd, predicting significant upside potential. DLF Ltd is expected to see a 32.11% increase, while Reliance Industries Ltd could rise by 21.39%.
Real Estate
Jefferies' Chris Wood Adjusts India Portfolio: Key Sector Shifts
Chris Wood, Jefferies' long-time India bull, has made significant adjustments to his India portfolio, dialing down capex-heavy names and adding consumer-facing and financial plays. Here's a detailed look at the shifts across six sectors.
Real Estate
GMR Airports Shares Poised to Reach ₹100: Jefferies Sees Strong Q4 and FY26 Outlook
Jefferies maintains a 'Buy' rating on GMR Airports, citing strong Q4 performance and multiple tailwinds, including air traffic growth and real estate monetisation opportunities.
Real Estate
Chris Wood Reconfigures GREED & Fear Portfolio: Boosts Reliance Industries Weightage
Jefferies has long been bullish on the Indian real estate sector. In a significant move, Chris Wood, the strategist behind the GREED & fear portfolio, is increasing the weightage of Reliance Industries in the portfolio, reflecting a strong belief in its p
real estate news
How Domestic Investors' Inflows Protect Markets from Severe Downturns: Jefferies India's Insight
Mahesh Nandurkar, Head of Research & MD at Jefferies India, discusses how domestic investor inflows have played a crucial role in stabilizing the Indian markets over the past 12 to 18 months. These inflows have not only prevented major market corrections
Real Estate
GMR Airports Expected to Triple EBITDA in Five Years
Brokerage firm Jefferies has initiated coverage on GMR Airports Ltd. with a 'buy' recommendation and a price target of ₹100
real estate news
GMR Infra Shares Set to Soar: Jefferies Initiates Coverage with 15% Upside
GMR Airports Infrastructure Ltd shares may see a 15% upside