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Friday's top brokerage calls: Housing, Pharma, Insurance companies, and more

Updated : February 19, 2021 08:25 AM IST

Among brokerages, Jefferies believes housing affordability is at the best in the last 20 years and huge pent-up demand exists. Here are the top brokerage calls for today.

 Jefferies on Housing  | Housing affordability is at the best in last 20 years and huge pent-up demand exists, says Jefferies. It likes Godrej Properties, HDFC, Kajaria Ceramics, ACC, L&T & Supreme Industries.
Jefferies on Housing | Housing affordability is at the best in last 20 years and huge pent-up demand exists, says Jefferies. It likes Godrej Properties, HDFC, Kajaria Ceramics, ACC, L&T & Supreme Industries.
 CLSA on Cement  | CLSA expects 10-12 percent YoY cement industry demand increase in FY22.
CLSA on Cement | CLSA expects 10-12 percent YoY cement industry demand increase in FY22.
 CLSA on Insurance  | CLSA maintains Buy call on SBI Life and Max Financial Services in the insurance sector.
CLSA on Insurance | CLSA maintains Buy call on SBI Life and Max Financial Services in the insurance sector.
 CLSA on Pharma  | CLSA likes Sun Pharma, Cadila & Cipla and has a negative stance on Lupin & Biocon in the pharma space.
CLSA on Pharma | CLSA likes Sun Pharma, Cadila & Cipla and has a negative stance on Lupin & Biocon in the pharma space.
 CLSA on Capex  | CLSA believes book-to-bill of 3.1x supports visibility for capex cycle till FY23. It is positive on L&T, NCC, Sadbhav Engineering and J Kumar Infra.
CLSA on Capex | CLSA believes book-to-bill of 3.1x supports visibility for capex cycle till FY23. It is positive on L&T, NCC, Sadbhav Engineering and J Kumar Infra.
Published : February 19, 2021 08:25 AM IST
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