ICICI recommend Stock Switch from Kotak Mahindra Bank to Federal Bank or Yes Bank .
ICICI recommend SELL rating on Kotak based on sharp increase in cost of funds, lagging subsidiaries and uncertain inorganic growth story.
ICICI recommend investors to switch from Hero Honda to Bajaj Auto or Tata Motors.
ICICI recommend SELL rating on Hero Honda on heavy impact on cost front, the structural issue pertaining to higher additional costs on R&D post the JV break-up with Honda.
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