Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Cholamandalam Securities
Analysts lean bullish
13 analyst stances matching these filters · one per analyst
Trackable
5 · 3 bull / 1 neutral / 1 bear
Long-Horizon
none in window
Commentary
8 · 5 bull / 1 neutral / 2 bear
Bullish 61.5% (8)Neutral 15.4% (2)Bearish 23.1% (3)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Dharmesh Kant of Cholamandalam Securities believes Indian IT companies face a threat from OpenAI's strategy to embed AI …” | Dharmesh KantCholamandalam Securities | Nifty IT | NOT GRADED | |
| “Dharmesh Kant is positive on Bajaj Finance, citing strong Q4 results across all parameters, management's 22-23% growth g…” | Dharmesh KantCholamandalam Securities | Bajaj Finance | HIT | |
| “Dharmesh Kant is positive on Larsen & Toubro, citing the beneficial sale of its Hyderabad Metro stake, which was a drag …” | Dharmesh KantCholamandalam Securities | Larsen & Toubro | NOT GRADED | |
| “Dharmesh Kant holds a neutral view on the FMCG sector, noting that Q4 benefited from macro tailwinds like rate cuts and …” | Dharmesh KantCholamandalam Securities | Nifty FMCG | MISS | |
| “Dharmesh Kant maintains a bearish stance on the IT sector, citing sluggish growth, weak discretionary spending, and limi…” | Dharmesh KantCholamandalam Securities | Nifty IT | MISS | |
| “Bullish on Defence, a relatively insulated sector with strong order books and long-term structural tailwinds.” | Dharmesh KantCholamandalam Securities | Nifty 50 | HIT | |
| “Kant is very bullish on the defence sector for the long term, citing strong order inflows, a feasible execution run rate…” | Dharmesh KantCholamandalam Securities | Nifty India Defence | PENDING | |
| “Kant advises a selective investment approach, recommending buying on declines in sectors benefiting from domestic econom…” | Dharmesh KantCholamandalam Securities | Nifty Metal | NOT GRADED | |
| “Dharmesh Kant is bearish on Engineers India and the broader Oil & Gas Exploration & Production (E&P) sector for the long…” | Dharmesh KantCholamandalam Securities | Engineers India | PENDING | |
| “Dharmesh Kant holds a long-term bearish view on Indian IT stocks, citing their declining contribution to Nifty 50 earnin…” | Dharmesh KantCholamandalam Securities | Nifty 50 | PENDING | |
| “Dharmesh Kant is bullish on the defence sector, particularly Hindustan Aeronautics (HAL) and BEL, for the next two to th…” | Dharmesh KantCholamandalam Securities | Hindustan Aeronautics | PENDING | |
| “Kant is bullish on the financial sector, including BFSI, private, and public sector banks, citing strong earnings and bu…” | Dharmesh KantCholamandalam Securities | Nifty PSU Bank | HIT | |
| “Dharmesh Kant is cautious on the broader automobile sector, believing it is 'priced to perfection' and highlighting conc…” | Dharmesh KantCholamandalam Securities | Maruti Suzuki | MISS | |
| “The broader trend for Indian equities, particularly the Nifty 50, remains constructive, with the market currently consol…” | Dharmesh KantCholamandalam Securities | Nifty 50 | NOT GRADED | |
| “Kant urges caution on pure gold loan NBFCs, including Manappuram Finance, due to increased competition from banks and po…” | Dharmesh KantCholamandalam Securities | Gold | NOT GRADED | |
| “Kant anticipates continued traction in the metals sector, supported by reasonable valuations and favorable macro factors…” | Dharmesh KantCholamandalam Securities | JSW Steel | MISS |