Morgan Stanley's 30-45 Day Playbook: Overweight Vishal Mega Mart, Tata Consumer, Titan; Bearish on Jubilant, Britannia
Morgan Stanley's tactical playbook backs Vishal Mega Mart (TP Rs 146), Tata Consumer (TP Rs 1,351) and Titan (TP Rs 5,182) on strong retail and jewellery demand, with HUL and Lenskart also positive. Jubilant FoodWorks and Britannia flagged as likely near-term underperformers.
Morgan Stanley's tactical playbook favors Vishal Mega Mart, Tata Consumer, and Titan as Overweight picks on strong retail/jewellery demand, sees HUL and Lenskart as positives, while flagging Jubilant FoodWorks and Britannia as likely underperformers.