5 Top Pharma picks. Pharma sector is now on a recovery path due to moderating price erosion & USFDA regulatory issues. Costs are stabilizing....
MCX is making a new beginning. It has successfully executed a complex transition. Options volume has increased by 4x YoY & is currently >INR...
Top picks of Bank and NBFC/HFC stocks. The froth is in unsecured “small-ticket personal loans” category. Given the RBI’s hawk-eye focus on this...
Nifty & Bank Nifty analysis: Downside is limited. Nifty Futures’ open Interest is higher. FII's long to short ratio in Index Futures is 2.28. FIIs...
Stylam Industries has industry-leading growth (~2x vs industry), EBITDA margin (~20%), healthy balance sheet (net cash) & impressive return ratio...
Can Fin Homes is a durable franchise with healthy growth & steady earnings. CANF is attractively valued for the potent combination of medium-term...
Happiest Minds is a high-growth, high-quality, high-valuation IT services co. It has high potential to scale. Growth aspirations are within...
Kaynes is a prominent player in ESDM services. It is a key beneficiary of the ‘Aatmanirbhar Bharat’ initiative & ‘China+1’. ESDM industry is...
HDFC Securities' stock recos of last year delivered peak return of 75.5% vs Nifty's peak return of 16.8%. One stock gave peak gain of 442%....
SBI: New moats emerge as game changers. Apart from the natural advantage of brand recognition & scale, bank has added other competitive moats. On...
Stylam is the fastest-growing laminate co in India. It is India’s largest laminate exporter to Europe (a quality-conscious market) & is gaining...
Navin Fluorine: Steep Correction due to MD resignation is opportunity to buy for Target Price of Rs 5368 (40% upside). Co is well-positioned to...
MCX is seeing impressive growth in options volume. Technology shift uncertainty is the key overhang. Shift might happen 3 months ahead of...
Stock Futures are at ATH indicating higher leveraged positions. Nifty is in short term downtrend, making lower tops & lower bottoms. It is below...
Nifty is seeing downward correction. Strong support is at 19100-19000. Long term upside target is intact. Present downward correction is a buying...
Bear Spread Strategy in FinNifty with Risk Reward of 1:1.62. FinNifty Futures have seen long unwinding. OI has fallen by 21%. It has formed a bear...
Nifty has entered bearish territory with close of 19527. It made life high on 20 July 2023, faced resistance & is showing weakness. Weakness is...
BSOFT has a scalable services portfolio. Recent leadership changes can propel growth & improve quality of revenue. Return potential is combo of...
CDSL is market leader (73%) in BO accounts with RoE of 24%, RoIC of 78%, net cash of INR 10.6bn (~9% of market cap). Annuity revenue is high &...
Nifty Bull Spread Strategy with Risk Reward Ratio of 1:2.68. Primary trend of the Nifty is bullish as it is trading above all its important moving...
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