由于CEO退出,油价下跌,以及指数上市推动外资流入, 亚洲油漆股价在2025年11月6日升了5%以上.
Asian Paints shares surged over 5% on Nov. 6, 2025, on CEO exit, falling oil prices, and index inclusion boosting foreign inflows.
在Birla Opus CEO Rakshit Hargave的意外辞职、原油价格疲软以及摩根斯坦利资本国际公司印度标准指数(MSCI India Standard Index Institute Index)计划提高公司重量(这可能会带来9 500万美元的外资流入)的推动下,亚洲涂料股份在2025年11月6日上涨了5%以上。
Asian Paints shares rose over 5% on November 6, 2025, driven by the unexpected resignation of Birla Opus CEO Rakshit Hargave, weakening crude oil prices, and a planned increase in the company’s weight in the MSCI India Standard Index, which could bring $95 million in foreign inflows.
以Birla Opus的竞争压力降低为由, Nomura升级了用于购买的亚洲涂料,Birla Opus击中了经销商的目标,减缓了扩展速度,对利润幅度或销售的影响最小。
Nomura upgraded Asian Paints to Buy, citing reduced competitive pressure from Birla Opus, which has hit its dealer target and slowed expansion, with minimal impact on margins or sales.
公司将目标价格提高到3100卢比, 预计在28财年中期青少年收入将增长25%.
The firm raised its target price to ₹3,100, implying a 25% upside, and expects mid-teens earnings growth through FY28.