หุ้นเด่นที่น่าจับตามองในวันที่ 8 มิถุนายน: Titan, Bharti Airtel, Adani Ports, Ma

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GyaanSetu Editorial3 เดือนที่ผ่านมา3min read

𝗧𝗼𝗽 𝗦𝘁𝗼𝗰𝗸𝘀 𝗧𝗼 𝗪𝗮𝘁𝗰𝗵 𝗼𝗻 𝗝𝘂𝗻𝗲 𝟴: 𝗧𝗶𝘁𝗮𝗻, 𝗕𝗵𝗮𝗿𝘁𝗶 𝗔𝗶𝗿𝘁𝗲𝗹, 𝗔𝗱𝗮𝗻𝗶 𝗣𝗼𝗿𝘁𝘀, 𝗠𝗮𝗿𝘂𝘁𝗶 𝗦𝘂𝘇𝘂𝗸𝗶, 𝗮𝗻𝗱 𝗠𝗠

Morgan Stanley rates Titan overweight with a target price of Rs 5,182. Analysts project 19% annual jewellery revenue growth through FY30. The company aims to grow market share from 8.5% to 11%. Gold exchange programs now drive about 50% of revenue. Supply remains secure despite stricter import rules. Jewellery demand dipped briefly after recent comments from the Prime Minister but has since rebounded. The plain gold opportunity remains large. The company plans to double its eye care market share by FY30 and open 100 new stores in FY27.

CLSA rates Bharti Airtel outperform with a target price of Rs 2,310. Airtel Money, the Africa mobile money unit, plans an IPO in the second half of 2026. The unit reportedly seeks to raise $1.5 to $2 billion at a $10 billion valuation. This marks a four-fold jump from 2021 and equals about 60% of Airtel Africa's market cap. FY26 revenue hit $1.4 billion, up 36% year over year. Earnings before interest, taxes, depreciation, and amortisation rose 31% year over year to $689 million. The service reaches 29% of Airtel Africa's 184 million mobile subscribers. Nigeria has yet to scale up. Airtel Money makes up about 20% of the Africa region. Africa accounts for 25% of Bharti Airtel's consolidated operations.

Goldman Sachs maintains a buy rating on Adani Ports and raised the target price to Rs 1,870. May 2026 cargo volumes hit 48.3 million tonnes, up 16% year over year. Liquids rose 33% and containers rose 17%. Quarter-to-date cargo stands at 91.4 million tonnes, up 15% year over year. Thermal coal handling is rebounding and is expected to stay strong through the summer. May logistics rail volumes fell 19% year over year to 48,170 container units. Growth drivers include Tata Power-linked coal at Mundra, the Vizhinjam transshipment project, liquid cargo at Mundra, and multimodal logistics parks. Earnings estimates and the target price moved up due to strong volume momentum and improving return on capital employed.