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Bernstein
Today5 stories · 7 articles
Net tone▲ +43% today
Market checkPB Fintech −3.4%
Developing2 storylines
124 Sept
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Broker call▲ bullishShould one buy the PB Fintech dip? Bernstein sees 91% upside but here's what others saidBernstein sees 91% upside in PB FintechPB FintechFintech and paymentsDigital lending
Broker call▼ bearishESDS Solutions shares: Brokerage assigns 'Sell' call after recent stellar run; check targetESDS Software SolutionStock exchanges
Market move● mixedWhen will FIIs return to the Indian equity market? Bernstein has an answerFII flowsGlobal marketsMarket valuations
Broker call● mixedPB Fintech Faces 38% FY30 Profit Hit Under 'Max Pain' Scenario; Bernstein Still Sees 91% UpsideBernstein's 'max pain' scenario puts PB Fintech FY30 profit at around Rs 20 billion, down from Rs 32 billionPB FintechFintech and payments
Broker call▲ bullishPB Fintech share price can rise 91%, Bernstein projects in its bullish call; Here's whyBernstein sees PB Fintech's direct costs reducing meaningfully in FY28 before normalcy returnsPB FintechFintech and payments
Broker call● mixedFII Flows To Stay Subdued: Bernstein sees flat to modest inflows; rupee and valuations weighBernstein expects foreign institutional investor flows into Indian stocks to stay stable over the next yearFII flowsMarket valuationsRupee
Broker call▼ bearishBernstein expects FII flows to stay flat to modestly positive without new growth enginesBernstein expects FII flows to remain flat to modestly positive over the next 12 monthsFII flowsNifty and SensexEconomic growth
Broker call● mixedTop 10 stocks rated ‘Buy’ this week: Brokerages project 23% to 54% returnStockbrokersMarket valuationsNSE
Broker call● mixedApple’s expensive new iPhones could be a double-edged sword for the companyBernstein analysts say Wall Street may be underestimating gross-margin pressure from rising iPhone costsAppleInput costsElectronics manufacturing
Deal▲ bullishGoldman Sachs buys stake in Firstcry brand parent owner Brainbees Solutions | Check price, quantity tradedGoldman Sachs bought 68 lakh Brainbees Solutions shares at ₹175 eachBrainbees SolutionsStartup fundingMorgan Stanley
Broker call● mixedWhen will FIIs return? Bernstein bets on deep tech, defence, chips, 2 more sectorsDefenceSemiconductorsFII flows
Broker call● mixed5 ‘Buy’ recommendations by Jefferies with 30% to 54% upside potentialMarket valuationsInsurance distributionNFOs
Market move● mixedBrent Oil consolidates at $105.91 between key levels: LiveCrude oilRefining marginsFuel prices
▼ bearishPB Fintech shares plunge as IRDAI draft threatens a key customer-acquisition channelPB Fintech shares fell 34%; another report put the crash at 36%PB FintechIRDAIInsurance distribution