Brokerage Reports: Over 10 Stocks Analyzed, Key Insights for Investors

• Brokerage firms CLSA, Nomura, Jefferies, and HSBC have released reports on over 10 stocks, advising selective investment rather than broad market trust.
• Consumer stocks like Jubilant Foodworks and Westlife Foodworld receive 'Hold' ratings from CLSA due to competition and sales challenges, despite Westlife becoming cheaper.
• Dixon Technologies is favored by Nomura and CLSA, anticipating improved profitability from government schemes, new clients, and backward integration in electronics manufacturing.
• Paytm sees mixed opinions: CLSA gives 'Underperform' due to PIDF scheme revenue loss, while Jefferies issues a 'Buy' call, citing growth in financial services and controlled expenses.
• Swiggy's food delivery is strong, but quick commerce is a loss-making venture, leading CLSA to downgrade it to 'Hold'; profitability remains a challenge.

Why It Matters: Brokerage reports highlight selective investment, with mixed views on consumer tech and cautious outlooks on some FMCG and finance stocks.