Tata Steel | Jefferies has maintained a 'buy' rating on Tata Steel with a target of Rs 145 per share. It says it expects the company's margin to expand in the third quarter.

IT | Bernstein says the IT sector focus has shifted away from FY24 towards the growth outlook for FY25. It adds that it remains positive on selective large caps such as Infosys and TCS.

Sunteck | MOSL has maintained a 'buy' rating on Sunteck with a target of Rs 640 per share. It says the company's recent platform with IFC will enhance the future growth potential.

Timken | Incred has downgraded its rating on Timken to 'reduce' with a target of Rs 2,856 per share. It says it has cut the company's EPS estimates by 8% for FY24-25 cosnidering sales challenges for its large divisions.

Reliance Industries | Morgan Stanley says it sees a significant ramp um in the company's retail revenue, especially grocery. It adds that inventory restocking for chemicals in Indiawill act as a catalyst.

Banks | Macquarie says to be prepared for growth slowdown and price increases. It adds that the banks have already tightened the filters, following the RBI's new norms.