Kondawar said the Nifty has seen a “roller-coaster ride” over the past 14 months, but current valuations appear more reasonable. “The Nifty is trading at close to 24 times earnings, which is near its long-term average. Over the next two years, the market is factoring in 10–12% EPS growth, but we genuinely feel there could be upside surprises,” he said.According to Kondawar, several sectors that have been under pressure are poised for a rebound. “Banking is long due for a pickup. Export-oriented sectors tha ...

公司评级与目标价调整 - 高盛分析师将Sempra评级从中性上调至买入，目标价从88美元提升至106美元 [2] 核心增长驱动力 - 公司管理层加大对德克萨斯州的关注，预计将在中期推动盈利增长 [1] - 公司在德州的公用事业公司Oncor有望受益于该地区数据中心负荷的增长、更高的商业活动、基础设施和人口增长 [2] - 公司计划在德州子公司增加至少30%的资本投资，且存在上行空间 [3] - 德州建设性的监管环境也为公司带来利好 [3] 财务预测上调 - 反映德州增加的资本计划后，Oncor在2025-2029年的预期每股收益增长从15%上调至约21% [4] - 同期，公司合并后的每股收益增长从约9.5%上调至超过10% [4] 市场表现 - Sempra股价在发布当日上涨0.81%至92.97美元 [4]