Market View 13th August, 2025

View on market: Volatility persists, eagerly searching for growth:

Global markets hit new highs, with the MSCI All Country World Index reaching a record, following strong gains on Wall Street. Asian shares advanced, driven by fresh peaks in Japanese equities. Gains were seen in Japan, South Korea, and Hong Kong, while Australian shares slipped. US and European futures edged higher after softer inflation data boosted expectations for an interest rate cut by the US Federal Reserve next month. On Wall Street, major US indices closed at new records, supported by optimism over potential monetary easing. Technology stocks led the gains, with all major sectors performing well. In India, markets moved in the opposite direction, slipping for the second consecutive day. Selling pressure in key banking and finance stocks weighed on the benchmark indices. Despite positive global cues, investor sentiment remained cautious in the domestic market.

Key Quarterly Results for Today:

ABFRL, ABHIINFRA, ADINATH, AVANTIFEED, BPCL, BRIGADE, CAMPUS, CRANESSOFT, CSBBANK, EMPOWER, GALAXYSURF, GENESYS, GODREJIND, HCKKVENTURE, HGINFRA, HPIL, HOCL, INDOSTAR, INDOTECH, IPOWER, IRCTC, ITI, JINDCAP, JUBLFOOD, KEL, KFBL, LAXMIINDIA, MANINFRA, MAXHEALTH, MOTHERSON, MUTHOOTFIN, RCOM, SURYAROSNI.

Economic Calendar:

• USD: Crude Oil Inventories on 13^th August 2025.
• IND: WPI Inflation (YoY) (MoM) (July) on 14^th August 2025.
• USD: Initial and Continuing Jobless Claims Data on 14^th August 2025.
• IND: Foreign Reserves (USD) on 15^th August 2025.

IPO Watch:

Brokerage Radar:

CITI ON APOLLO HOSPITALS:

Maintain Buy with TP of Rs 8260, Q1 Ahead; Margin Expansion in HealthCo, Hospitals, Solid growth and margin expansion in HealthCo, Hospitals business too witnessed margin expansion despite decline in Bangladesh patients, HealthCo continue to witness improvement in margins and turned PAT positive in Q1.

INVESTEC ON SUZLON:

Maintain Buy with TP of Rs 70, Execution remains strong; Order book at all time high, Net cash status, strong RoE/ROCE, and a rapidly growing order book, Suzlon is well-positioned for a 49%/26% revenue/PAT CAGR over FY25-27.

JEFFERIES ON BELRISE:

Maintain Buy; Hike TP to Rs 160 from Rs 135, Good Growth in Q1, Expect 12% EBITDA and 18% EPS CAGR over FY25-28E, Positive on rising 2W demand, industry premiumization, increasing content-per-vehicle, and expansion in 4Ws & exports, along with deleveraging, Stock is trading at a lower PEG that most peers, providing more room for multiple expansion especially if group structure gets simplified.

MORGAN STANLEY ON HAL:

Maintain Equal-weight with TP of Rs 5092, Q1FY26: Beat; strong results, EBITDA beat was driven by higher-than-expected gross margin of 68% and lower-than-expected provisions, PAT beat was also driven by higher other income.

International Markets:

U.S & Europe:

*As per 13^th August.

Asian markets:

Stocks strong on Chart:

Commodities & Currency:

FIIs & DIIs:

News Updates:

Source: Moneycontrol, Bloomberg Quint, Investing

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