External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Sobha (SDL) reported a robust Q2FY26 quarterly performance, validating our thesis with our ground-level assessment, which highlighted a critical inflection point in the Bengaluru real estate market</li><li>We had concluded that as investor demand wanes at these elevated prices, developers reliant on them would face headwinds, while those with a strong end-user value proposition would be resilient</li><li>SDL has not merely navigated this shift but has thrived, delivering record-breaking sales</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Sobha (SDL) reported a robust Q2FY26 quarterly performance, validating our thesis with our ground-level assessment, which highlighted a critical inflection point in the Bengaluru real estate marketWe had concluded that as investor demand wanes at these elevated prices, developers reliant on them would face headwinds, while those with a strong end-user value proposition would be resilientSDL has not merely navigated this shift but has thrived, delivering record-breaking salesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sobha: On Track for a Record Year. Maintain BUY

Sobha Ltd

Sobha: On Track for a Record Year. Maintain BUY