ICICI Bank: India's private bank has led the current rally, rising over 10 per cent in the last month. It is trading at its 52-week high.
SBI: CLSA says asset qualities would hold up stronger. India's biggest PSU lender has gained 20 per cent over the last month.
Axis Bank: The private lender has run up over 15 per cent in the last month.
M&M: The utility vehicles major could see potential margin surprise on tractor and UV sales. Shares have rallied nearly 15 per cent over the last month.
Apollo Tyres: Better replacement demand and margins may lead to an upside. The stock has corrected nearly 9 per cent over the last month.
Sun Pharma: See earnings upgrades on better Taro pricing. Shares have gained 8 per cent over the last month.
DLF: Sell DLF ahead of earnings because of weak trend in operating cash flows. Shares have rallied nearly 10 per cent over the last month.
HUL: Recent stock price surge implies heightened expectations from HUL, maintain underweight. The stock has rallied 5 per cent over the last month.
Disclaimer: Investors are advised to make their own assessment before acting on the information.