Stock market recommendations:Motilal Oswal Financial Services recommends Home First Finance and Kaynes as top stock picks for the week starting June 16, 2025. HomeFirst is focusing on emerging states and leveraging technology, expecting lower borrowing costs and NIM expansion. Kaynes Technologies is expanding into high-tech sectors, targeting USD 1 billion revenue by FY28 with significant growth in revenue, EBITDA, and PAT.