*🏦Fund Houses Recommendations* JP Morgan on *JSW Energy:* Initiate Overweight on Company, target price at Rs 545/Sh (Positive) MS on *KEI Ind:* Initiate Overweight on Company, target price at Rs 4391/Sh (Positive) BofA on *Hindalco:* Maintain Buy on Company, target price at Rs 725/Sh (Positive) UBS on *APL Apollo:* Maintain Buy on Company, target price at Rs 2000/Sh (Positive) Nomura on *Axis Bank:* Maintain Buy on Bank, target price at Rs 1230/Sh (Positive) MS on *Indian Hotels:* Maintain Overweight on Company, target price at Rs 856/Sh (Positive) Elara on *Adani Energy:* Initiate Buy on Company, target price at Rs 930/Sh (Positive) Investec on *Suzlon:* Initiate Buy on Company, target price at Rs 70/Sh (Positive) MOSL on *Adani Ports:* Maintain Buy on Company, target price at Rs 1400/Sh (Positive) MOSL on *JSW Infra:* Maintain Buy on Company, target price at Rs 330/Sh (Positive) MOSL on *HDFC Bank:* Maintain Buy on Bank, target price at Rs 2050/Sh (Positive) Jefferies on *Healthcare sector:* Hospital stocks offer superior earnings visibility in an otherwise uncertain market environment. Prefers Max Health, Fortis and Apollo Hospitals (Positive) Nomura on *NBFCs:* Credit costs appear to have peaked, setting stage for improved profitability in coming qtrs. Top Picks Shriram Fin, Aadhar and BajFin (Positive) Citi on *Pharma:* Believe tariffs on Indian generics and APIs exports to the US are unlikely at this point. Due to the uncertainty, stocks may remain volatile (Neutral) JP Morgan on *Indian Consumer:* Pace of price hikes has risen, necessitated by persisting inflation in various agri commodities (edible oil, tea, coffee, cocoa). DMART continuing to maintain its price leadership (Neutral) Citi on *OMCs:* OMCs could end FY25E on an ugly note. Implied FY25E dividend yields could be meaningfully lower for *BPCL/HPCL/IOCL* (Negative)