Primed for recovery Earnings growth to accelerate with ~27% CAGR (FY14-17E) – Bharat Forge (BHFC) has emerged stronger, leaner and healthier from the downcycle, driven by its proactive strategic shift towards a stable, broad-based and greater value-adding business model. It is now one of India’s largest engineering exporters. – It is primed for recovery in […]
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Ten Baggers Stock Portfolio By Ambit Capital
Structural plays, beyond cyclical worries Whilst ‘Good & Clean’ remains our preferred tactical way of playing Indian equities, we cannot lose sight of the big picture in a country like India where the robustness of the economy ensures that well-managed companies focused on cash generation have a high chance of doing well. Structural plays, like the ones we aim to identify here, are financially strong firms (with credible management teams) that remain consistent performers on a cross-cyclical basis. Both in live portfolios and back-tests, the approach delivers alpha in most years
READ MORE »16 Top PSU Stocks To Buy Now: IIFL Report
Analysing 16 PSUs: We analyse 16 PSUs covered in this report on five criteria: 1) Disruptive competition from private companies, 2) Beneficiary of higher economic growth in India, 3) Beneficiary of PSU reforms and conducive policies, 4) Strong balance sheets to leverage growth opportunities, and 5) Attractiveness of valuations
READ MORE »Preferred Fundamental Stock Picks By Kotak
Kotak Securities has cherry-picked 9 top-quality stocks that are preferred for investment on fundamental grounds.
READ MORE »Motilal Oswal’s Report On Best Sectors & Stocks (June 2014)
Despite the recent out-performance, Cyclicals still trade at a discount to its historical average on P/B basis. PSU Banks is at 15% discount to its historic average P/B, while Capital Goods is at 24% and Metals are at 36% discount
READ MORE »Hem Securities Latest Multi-bagger Stock Pick: Vaibhav Global
With strong volumes building up; increasing market presence; strong customer base; improved financial performance and balanced product portfolio; Vaibhav Global Ltd. profitability looks positive. We believe the company is trading at an attractive valuation at 13.48x and 10.90x of FY15EPS of Rs.50.06 and FY16EPS of Rs.61.95. We initiate a ‘BUY’ on the stock with a […]
READ MORE »IndiaNivesh Report On Best Sectors & Stocks Post 2014
A detailed analaysis has been conducted of various sectors such as Banking, Housing Finance, Insurance, Pharma, Info Tech, Capital Goods, Cement, automobiles, Oil & Gas, Power, Real Estate, Telecom, etc and a prediction has been made of what the future is likely to be. Based on this analysis, specific stocks have been identified as being […]
READ MORE »Sharekhan Top Picks For June 2014
Sharekhan has identified a few top stocks in line with the key investment themes of policy push driven re-rating of construction, power and public sector undertakings, and early beneficiaries of an economic revival, like auto and financial services
READ MORE »8 Mid-Cap Wonder Stocks By IIFL
IIFL has identified eight stocks from a technical perspective. These stocks have created a strong base and witnessed accumulation following a prolonged period of downtrend and are now all set to shoot higher
READ MORE »Super 7 Techno-Funda Stock Picks By BP Wealth
BP Wealth has identified 7 stocks that require to be bought/ sold based on technical and fundamental factors
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