Скачать или смотреть OMCs Undervalued? Jefferies Sees Re-Rating on Deregulation Push | Ashi Anand Decodes The Market

OMCs trade at discounts to global peers due to subsidy fears, but regulatory clarity could re-rate valuations, per Jefferies; trading play amid renewables shift. Godfrey Phillips surges 16% post-2:1 bonus, hitting ₹3,945 high.
PSU banks 80-85% re-rated; prefer privates long-term. Defence volatile (index -5% last week), avoid Cochin Shipyard; favor BEL. EMS risky on tariffs; consumption, digital, banking opportunities.

#omcs #jefferiesreport #godfreyphillips #psubanks #defenceindex #cochinshipyard #emstariffs #consumptionboost #itcontra #indiamarkets #etnow

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