00:00Brokerage firm Jefferies has made a positive impact on the industrial sector, especially in the power and defense sector.
00:10The brokerage firm has chosen four shares in its report, which can be invested in.
00:15According to Jefferies, investors can get a great return of up to 55% in these shares.
00:21So let's quickly find out which are those four shares that Jefferies has given a buy rating.
00:27The first is Hindustan Aeronautics Limited i.e. HAL.
00:30Jefferies has repeated its buy rating on this share.
00:34For this, the target price of Rs. 5500 per share has been set.
00:37It is estimated that the company's shares will increase by about 32% from the closed price on Wednesday, January 1.
00:43Brokerage has said that in the defense sector, the company's per share i.e. EPS can see a growth of up to 20% in the next five years due to the strong investment in Swadeshi Current.
00:53Therefore, it is expected that the company's shares will remain at a high multiple.
00:57The next share that Jefferies has included in its report is Thermax.
01:02Brokerage has also made a buy rating on this share and has set a target price of Rs. 6100 per share for it.
01:09It is estimated that the company's shares will increase by up to 55% from the closed price on Wednesday.
01:16Jefferies has said that Thermax will benefit from becoming a company focused on clean energy.
01:22The next one is Larson and Tubroca i.e. L&T.
01:25Jefferies has also made a buy rating on this share and has set a target price of Rs. 4100 per share for it.
01:32It is estimated that the company's shares will increase by up to 25% from the closed price on Wednesday, January 1.
01:38Brokerage has said that there is less expectation of investors regarding L&T.
01:42Because of this, if the company works according to its directions, then there can be a surge in its shares.
01:49The next share is Siemens.
01:51Brokerage has made a buy rating on this share and has set a target price of Rs. 9555 per share for it.
02:00It is estimated that the company's shares will increase by up to 44% from the closed price on Wednesday.
02:06Jefferies has said that Siemens is expected to benefit from revenue and margin recovery in its power transmission and distribution i.e. T&D division.
02:16In this sector, better visibility and demerger of electricity business will work as an extra trigger.
02:22Now let's know what is the view of Jefferies regarding the entire sector.
02:27Jefferies has said in 2025's Industrial Outlook that the year 2024 was divided into two opposite parts.
02:34The election result presented a negative surprise in which the BJP coalition had changed the previous single government.
02:42After the election, there was a weakness in the order flow and there were concerns about growth and valuation among the investors.
02:49However, BJP's victory in the Maharashtra Parliamentary Elections has alleviated these concerns to some extent.
02:54Now, it will be clear from the budget presented on February 1, 2025 that whether the government will pay attention to capital expenditure or not.
03:02So far, the advice to invest in these four shares has been given in the report of Jefferies.
03:09This is a complete investment advice from the brokerage firms.
03:13This is not given by Goodreturns or Goodreturns management.
03:18If you want to invest in any share, then before taking an investment decision, you must consult a certified expert.
03:26That's all the information in the video.
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