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@AnshBhilwar
"Mega Deal Alert π₯ Infosys bags XXX Billion NHS contract Infosys signs a XXX billion 15-year deal with UKs National Health Service (NHS) to deliver its workflow solution π₯ The contract was previously held by IBM Infosys replaces it marking a big win in the UK public sector space This deal strengthens Infosys foothold in healthcare tech and marks its entry into the fast-growing UK NHS ecosystem πͺ #Infosys #NHSEngland #ITDeal #MegaDeal #TechNews #IndiaInUK #StockMarket"
X Link @AnshBhilwar 2025-10-14T09:24Z XXX followers, XXX engagements
"Brokerages on Persistent Systems π» π CLSA: Maintain BUY π― 8270 (from 8048) β‘ Strong execution margin expansion & AI-led traction continue π π JP Morgan: Maintain Overweight π― 7400 (from 6500) β‘ Solid growth outlook; order momentum & profitability improving π π HSBC: Maintain Hold π― 6000 (from 5545) β‘ Recognizes consistent performance but sees limited near-term upside β #PersistentSystems #Earnings #BrokerageRadar #IT #Stocks #Q2FY26 #stocksinfocus #trading #investing"
X Link @AnshBhilwar 2025-10-15T01:19Z XXX followers, XXX engagements
"USChina Trade War Heats Up Again π₯ Trump vs China Fresh Tensions on the Trade Front β Trump accuses China of economic attack on US farmers by halting soybean purchases β China retaliates bans X US shipbuilding subsidiaries β Global markets spooked once again by trade jitters π US Markets: Volatile but Recovering S&P 500: Jumped XX pts from days low closed XX pts lower Dow Jones: Rebounded XXX pts from low ended +202 pts Nasdaq: Recovered XXX pts from low closed XXX pts Russell 2000: Strong close for 2nd straight session πͺ π¬ Relief from Fed Chairs Hints Fed comments boosted hopes of an"
X Link @AnshBhilwar 2025-10-15T01:43Z XXX followers, XX engagements
"Jefferies on India Spirits π₯ π Premiumisation driving strong growth; expect double-digit topline CAGR + margin expansion Stock Calls: β
United Spirits (1570 TP): Initiate Buy; risk-reward attractive post XX% correction EPS CAGR XX% (FY2528E) β
Radico Khaitan (3590 TP): Initiate Buy; EPS CAGR XX% (FY2528E) ROCE improving β
Allied Blenders (620 TP): Initiate Buy; upside strong but execution key #UnitedSpirits #Radico #AlliedBlenders #BrokerageRadar #Stockmarket #stocksinfocus #trading #investing"
X Link @AnshBhilwar 2025-09-15T02:42Z XXX followers, XXX engagements
"Goldman Sachs raises target on Pharma Stocks π π Dr Reddy (1237) Maintain Neutral π― 1250 (from 1200) π Sun Pharma (1654) Maintain Sell π― 1575 (from 1525) π Aurobindo Pharma (1125) Maintain Buy π― 1235 (from 1175) π Cipla (1552) Maintain Sell π― 1450 (from 1375) π Neuland Labs (16355) Maintain Buy π― 17225 (from 15425) π Divis Labs (6561) Maintain Neutral π― 6375 (from 6075) β‘ Brokerage sees selective strength in Aurobindo & Neuland while remains cautious on Sun Pharma & Cipla. #Pharma #Stocks #GoldmanSachs #Earnings #BrokerageRadar #StockMarket"
X Link @AnshBhilwar 2025-10-15T02:45Z XXX followers, XXX engagements
"European Steel Prices Rise to beenfit Tata Steelπ₯ ArcelorMittal has hiked steel prices December delivery: XXX XXX per tonne January delivery: XXX per tonne Why the hike: The European Union (EU) has introduced new rules to protect local steelmakers. Import quota cut by XX% to XX million tonnes. Any imports beyond the quota will attract a XX% duty. Impact: Higher import costs to benefit European steel producers. Positive for Tata Steel its Europe operations contribute XX% to overall revenue. Rising European prices may lend support to both global and Indian steel prices. #Steel #TataSteel"
X Link @AnshBhilwar 2025-10-14T04:49Z XXX followers, XXX engagements
"Top Brokerages on Tech Mahindra Persistent System Icici Lombard Icici Pru Mahindra Finance πππ #brokerage #stocksinfocus #investing #trading #results"
X Link @AnshBhilwar 2025-10-15T03:42Z XXX followers, XXX engagements
"Tech Mahindra Q2FY26 Highlights β Mixed Results π Revenue: 13995 Cr (+4.8% QoQ +5.1% YoY) CC growth +1.6% QoQ π° EBIT Margin: XXXX% (+108 bps QoQ) aided by cost optimization & productivity gains π¦ Deal Wins: $XXX Mn vs $XXX Mn YoY strong TCV momentum π©π» Headcount: +4197 QoQ to 1.52L; Attrition XXXX% Interim Dividend 15/share π£ Concall Takeaways: πΉ Management confident on FY27 transformation goals (Project Fortius) πΉ Growth led by BFSI Manufacturing Retail & Logistics π πΉ Communications stabilizing; Europe steady US soft πΉ AI key focus TechM Orion platform + IndiaAI partnership π€ πΉ"
X Link @AnshBhilwar 2025-10-14T17:26Z XXX followers, XXX engagements
"Jefferies on Pharma ππ π Stable trends for top generic (Gx) players except Zydus π Alkem & Zydus see strong surge in Sacubitril Valsartan (Entresto) π Cipla gains in Albuterol Hydrocortisone gRevlimid; launches Paclitaxel π Sun Pharma: strong YoY growth in specialty drugs Ilumya & Cequa π Dr. Reddys: gains in gCiprodex stable gVascepa weak gRevlimid π Zydus soft in gAsacol HD #Pharma #Jefferies #Cipla #SunPharma #DrReddys #Zydus #StockMarket"
X Link @AnshBhilwar 2025-10-09T02:31Z XXX followers, XXX engagements
"Morgan Stanley on Life Insurance πΌπ° π Industry individual RWRP down X% YoY π Private players grew X% YoY β
SBI Life: +15% β
HDFC Life: +6% β ICICI Pru Life: RWRP X% APE X% π MS watching for GST cut impact on new sales cross-sell & up-sell momentum ahead #LifeInsurance #SBIlife #HDFClife #ICICIPrulife #BrokerageRadar #StockMarket"
X Link @AnshBhilwar 2025-10-10T01:50Z XXX followers, XXX engagements