Investec maintains 'Buy' on Adani Ports with a TP of ₹1850, citing aggressive growth plans.
Expansion at Vizhinjam, LNG deal with BPCL, and multi-port projects enhance growth outlook.
Livesquawk •
HSBC retains 'Buy' on Adani Ports, lowers TP to Rs 1800 from Rs 1850 citing ME exposure risks.
Factors like thermal coal, rerouted containers, capacity expansion, and ROCE improvement support potential rerating.