This section is now retired. New research reports from mid-June 2016 will be posted at Latest Stocks Research Reports.
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AAA Model Portfolios
Model Portfolios, high conviction stock picks etc
- 157
- 8 years, 5 months ago
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AIA Engineering
Large-cap stock with market cap of Rs. 7500 cr. Play on a duopoly with increasing market share
- 2
- 10 years ago
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Ajanta Pharma Ltd
Mid-Cap pharma stock with a market capitalisation of Rs. 6,600 Cr. A wealth-creator stock with a track record of continuous out-performance. On its way to becoming a large-cap
- 4
- 10 years ago
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Amara Raja Batteries
Large-cap stock with market cap of Rs. 8200 cr. Play on duopoly in automobile batteries with increasing market share
- 6
- 10 years, 3 months ago
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Atul Auto
A small cap stock with a market cap of Rs. 566 cr. A play on revival of the auto sector & increase of market share
- 3
- 10 years ago
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Bajaj Electricals
Mid-cap stock with market cap of Rs. 3300 cr. Play on dominant consumer brand with revival in EPC segment
- 6
- 9 years, 11 months ago
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Bajaj Finance
A large-cap stock with a market cap of Rs. 10300 cr. A play on consistent track record of growth & profitability & revival of consumerism.
- 3
- 10 years, 4 months ago
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Cummins India
Large-cap Engineering MNC with a strong presence in diesel engines
- 1
- 9 years, 11 months ago
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Dewan Housing
A mod-cap stock with a market cap of Rs. 4200 cr. A play on the housing sector boom under NAMO, increase in margins and market share.
- 6
- 8 years, 7 months ago
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Dish TV
A mid-cap stock with a market cap of Rs. 5900 cr. A play on digitisation, reducing debt and increasing subscribers
- 6
- 9 years, 10 months ago
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Granules India Ltd
A small cap Pharma company with a market cap of Rs. 1500 crore chosen as a potential 100-bagger by the Motilal Oswal 19th Wealth Creation Study
- 4
- 8 years, 5 months ago
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Hawk-Eye On The Stock Markets
In this section, we report important happenings in the stock market.
- 261
- 8 years, 5 months ago
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HSIL
Mid-cap stock with market cap of Rs. 1800 cr. Play on dominant building products segment with revival in container division
- 5
- 10 years, 3 months ago
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Ipca Laboratories
A large-cap stock with a market cap of Rs. 10400 cr. Play on a 20-year story of consistent high growth
- 5
- 10 years, 3 months ago
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JB Chemicals and Pharmaceuticals
Mid-cap pharma stock with market cap of Rs. 1200 cr. Play on rising margins under DPCO 13
- 2
- 10 years, 3 months ago
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Kaveri Seed Co
A mid-cap stock with a market cap of Rs. 4700 cr. A play on hybrid seeds, strong market positioning, high entry barriers and continuous new product launches
- 2
- 10 years, 5 months ago
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Kwality Ltd
A small cap stock with a market cap of Rs. 1000 cr. A play on strong brand equity, increasing market presence and strong financial performance.
- 3
- 10 years, 5 months ago
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Nesco Ltd
Mid-Cap stock with market cap of Rs. 1500 cr. A proxy real-estate play
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- No Topics
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Prism Cement Ltd
A mid-cap stock with a market cap of Rs. 3700 cr. A play on the expected surge in demand for cement as a result of Namonomics.
- 3
- 10 years, 5 months ago
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Repco Home Finance
A mid-cap stock with a market cap of Rs. 2600 cr. A play on the housing boom under NAMO, expansion of territory & increase in market share.
- 3
- 9 years, 10 months ago
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RS Software
A small cap stock with a market capitalisation of Rs. 490 cr. A play on the use of software services for the burgeoning electronic payment industry
- 4
- 10 years, 3 months ago
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Strides Arcolab
A Mid-cap Pharma stock with a market cap of Rs. 5400 crore
- 2
- 9 years, 11 months ago
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test
test of forum
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- No Topics
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TVS Motor
A mid-cap stock with a market cap of Rs. 6700 cr. A play on revival of the auto sector with increase in market share & margins
- 3
- 10 years, 5 months ago
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VA Tech Wabag
Mid-cap company with a market cap of Rs. 3900 crore
- 3
- 9 years, 11 months ago
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Vaibhav Global Ltd
Small cap stock with a market capitalisation of 2,600 cr. Its business model of retailing through home TV shopping business model is highly scalable with limited investment
- 5
- 10 years ago
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AAA Model Portfolios
Check KARVY’s recommendations on its research site, they are doing these for the 1st time…..You can upload them too, on our site.
Good recommendations
excellent.keep it up. thanks a lot.
thanks
A suggestion to the author or the owner of the website based on my observation. Pharma reports published by Asian Market Securities are brilliant and are a bit difference from others. Also the recommendations on the pharma stocks are always bang on. So a suggestion…pls upload their reports also..so that others can also benefit. Although i dont the analyst in person, here is his email id: ashish.thavkar@amsec.in
Aug 11, 2014, 06.51 PM IST | Source: CNBC
Is it finally aluminum’s time to shine?
The metal has been trading near seventeen-month highs above $2,000 per ton in recent weeks and entered a bull market in late July, up more than 20 percent since a 2014 low of $1,677 in February.
As sentiment turns increasingly bullish towards aluminum amid a backdrop of tight supply, analysts say the once-shunned base metal is finally at a turning point. The metal has been trading near seventeen-month highs above $2,000 per ton in recent weeks and entered a bull market in late July, up more than 20 percent since a 2014 low of $1,677 in February.
“We`re probably now at a point where the aluminum market may be turning and that has everything to do with supply shutting down in China and as supply-demand re-balances across the entire industry,” Gaurav Sodhi, resources analyst at Intelligent Investor, told CNBC on Thursday.
“Over the last five or eight years, China has massively increased its supply of aluminum and that`s depressed prices across the sector. But that’s changing a little a now. As China focuses on energy-intensive activities, they are changing the economic mix of production and that`s forcing a lot of aluminum production to be shut down,” Sodhi continued.
Smelter closures in China, the world`s leading aluminum producing country, resulted in a two million ton capacity decline from the end of 2013 to May this year. That saw global daily average output fall by 500 tons in June from May, according to the International Aluminum Institute. Meanwhile, Rusal, the world`s largest aluminum producer, said its first-quarter production declined by over 2 percent. JPMorgan predicts an aluminum deficit of 439,000 metric tons this year, compared with a surplus of over 2 million tons during the financial crisis. In 2015, analysts surveyed by Reuters expect the deficit to increase to 444,000 tons.
“Aluminum requires an enormous amount of energy and a lot of that energy has been subsidized in China. Those subsides are coming off, producers are facing higher prices and in response to that, they are starting to cut back a little bit so it`s the supply-side that`s really driving the recovery here,” Sodhi said. Year-to-date, aluminum is one of the top performing base metals with gains exceeding 12 percent, compared with copper`s 5 percent decline and lead`s 1 percent rise.
Other factors: In a further boost to sentiment, Alcoa recently said its primary metals business returned to a profit in the second quarter and Rio Tinto announced an annual 74 percent rise in first-half aluminum earnings. Indonesia’s ban on bauxite ore earlier this year is also underpinning prices as the mineral is crucial for creating alumina, which is then refined into aluminum. The country accounts for nearly 60 percent of global bauxite exports. What’s next? So, is the rally here to stay? Not exactly, according to UBS. The firm was bullish on aluminum since the start of 2014 but five weeks ago turned cautious on expectations of a supply pick-up during the second-half. Read More
“We can’t just look at LME prices, we need to look at physical premium prices as well, which are trading around $2,400 per ton and at such levels you`ll see activity picking up in terms of production value,” said Dominic Schneider, head of commodity research at UBS , in a phone interview. “People need to be aware that the curve has flattened a fair bit. Over time, that will improve supply availability from the exchanges. In addition, getting metal out of exchanges takes a long time, in some cases 600 days, and that availability will gradually seep into the market,” he added. UBS predicts a deficit for 2014, but notes that it will be small at around 200,000 tons.
Read more at: http://www.moneycontrol.com/news/features/is-it-finally-aluminum39s-time-to-shine_1151836.html?utm_source=ref_article
My Question: Is Himadri Chem finally going to shine once again?
Last three qtrs is making profit and this is the no. 1 company in India which produce coal Tar pitch, essential for Aluminum industry.
I’ve been an investor in Pennar industries since long and was surprised to see surge in volumes in last two days(4th & 5th Sept)…
Searched more and found out that the master stock picker Daljeet Kohli has initiated coverage on the stock..Others can take a note of it and invest, while I enjoy the stock ride now 😉
Dear sir
Today I buy Century Plywood & Mastak after reading your recomdations but both are slept.down by 7-10% …should i hold both the stocks what is the future of Century Plywood & Mastak.
Really nice reserch very helpfull to investers thanks lot..
Can anyone through some light on hydro s&s
I want to know in detail about Ginni Filaments, the company engaged in technical textiles and textile, making various variety of wipes for hospitals and different products for railways.
Turnover is increasing every year but the price of share is just Rs 140/-, is there any scope of appreciation?
Thanks for putting up the list of stock research at one place.
Buy shiva cement.CMP 5/-
Sir,
Please provide me details about subscription of RZ stocks tips provided by an operator.
(Ref GUPSHUP)
A very nice website with loads of information. I think one can look at HBL power, Ybrant digital and Modison metal with a timeframe of 6-8 month.
Hello Friends,
I am doing research on Gujarat Automotive Gears an auto ancillary company, would request you guys to provide me valuable inputs on the same as I am planning to buy it for long term. A real gem of the company and unidentified yet.
Hello!!!!
Very useful and helpful Research Reports which is provided.
but i would really appreciate if buying Reports of ValueQuest – Ravi Dharamshi (CIO) also available on your site.
Thank you.
Thanks a lot,
Take a look at KITEX GARMENTS, it will be a game changer in Dalal street, heading above 3000rs by year end,2015.
News n views about Coffeeday enterprises?
very useful info.
A suggestion to the author or the owner of the website based on my observation. Pharma reports published by Asian Market Securities are brilliant and are a bit difference from others. Also the recommendations on the pharma stocks are always bang on. So a suggestion…pls upload their reports also..so that others can also benefit.
Sir,
Can anybody provide me Techno – Fundamental research report for K R B L Ltd ?
For Research Report
I wish to know about Pasupati Acrylon Ltd engaged in the manufacturing of Acrylic fibre, The company has reported turnover of RS 580 crores and EPS 3.14 for 2017-18. Company has diversified into manufacturing of CPP film ( 5000 tonnes to be increased to 10000 tonnes) by investing 33 crores from internal accruals, which is presently manufactured by Uflex and Polyplex.
Further the company has invested Rs 44.00 crores in units of mutual funds as on 31.03.18 and holding cash level of RS 27.00 crores. The company is virtually debt free and having bright future ahead. The company has the potential to report NP of RS 50.00 crores and EPS of 5.40
IN my views the share price has the potential to double from current level of
RS 22/- what are your views.
Good tips for intraday equity cash