CLSA ON RIL

Raise target to `1300 from `1150, Maintain Buy
Start of projects worth $25bn in 18 months a key trigger
Option value of $17bn if retail, telecom and fuel retail are successful
Start of downstream expansions will lift Ebitda by 75% over 3 years
Stock price could double over next 3 years

CLSA ON EICHER

Maintain Buy, Target `21800
Dealer survey shows that waiting period for RE bikes has moderated 
Waiting list decline driven by higher supplies and network expansion
Demand continues to remain very strong
RE remains a long-term structural story

CREDIT SUISSE ON BPCL

Raise target to `1000 from `870, Maintain Outperform
Petrobras guidance cut negative for BPCL in the near term
Petrobras cut 2020 oil output targets by 30-35%, E&P capex run-rates
Expect progress at Brazil assets to be muted for the next few months
Divestment can help medium-term outlook for stock

BOFA ML ON GLENMARK

Raise target to `1100 from `1075, Maintain Buy
Zetia approval is positive as it offers launch certainty
Zetia to contribute US$200mn profit between Glenmark, Par Pharma
US business to double in FY15-18 on back of ramp-up in US approvals
Margins to expand, cash flow to improve oveAr FY15 - 18

GOLDMAN SACHS ON REALTY

Downgrade DLF to Neutral from Buy, Target `150 from `162
Cut Sobha Developers target to `557 from `571, Maintain Buy
Raise Oberoi Realty target to `415 from `354, Maintain Buy
Raise Prestige Estates targrt to `361 from `325, Maintain Buy
Raise HDIL target to `132 from `128, Maintain Neutral
Raise Phoenix Mills target to `407 from `389, Maintain Neutral
Raise Godrej Properties target to `250 from `240, Maintain Sell