Kotak Neo's Chouhan turns bullish on JSW Steel, Groww
In short
Shrikant Chouhan of Kotak Neo said he is bullish on JSW Steel and Groww. For JSW Steel, the note pointed to cost control, captive raw material integration and scale expansion.
This matters because it suggests a positive view on the stock, but the reporting does not give a date, rating or price target.
What the reporting says
Shrikant Chouhan of Kotak Neo said JSW Steel and Groww look attractive, with the note on JSW Steel pointing to a positive structural earnings outlook. The reported reasons were JSW Steel’s focus on cost optimization, captive raw material integration and scale expansion. The reporting does not say when the call was made, what rating was given, or whether any price target was set.
Why it matters
Shrikant Chouhan of Kotak Neo said JSW Steel has a positive structural earnings outlook because of cost optimization, captive raw material integration and scale expansion. The available summary also names Groww as a bullish pick, but gives no supporting detail for that view. No date, valuation, target price or formal recommendation is stated in the available reporting.