Synopsis
Brokerage commentary highlights a mixed outlook for large and midcap stocks, with long-term themes driving investment. KEI Industries sees a 17% upside with strong domestic demand, while Siemens maintains a Neutral rating due to gradual margin expansion. InterGlobe Aviation retains a Buy rating despite a target price cut, with assured aircraft deliveries supporting its growth.
Brokerage commentary on select large and midcap stocks points to a mixed but opportunity-led outlook, with long-term structural themes continuing to drive investment calls.While some companies are expected to benefit from sustained infrastructure-led demand and favourable industry tailwinds, others are navigating near-term volatility and margin pressures, even as their medium- to long-term growth drivers remain intact.Against this backdrop,
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