Though tier-IIs are trading in-line with their historical average (10x vs. 9.6x), growth has accelerated for select midcaps like MindTree. We believe large caps are better placed to weather the currency volatility. Hence, we recommend accumulating select stocks on sharp sell-offs
READ MORE »Posts in category Stock Research Report
Opportunity To Accumulate High-Quality Pharma Stocks: Emkay Report
Rupee-led fears overblown; Opportunity to accumulate We believe the recent underperformance by Pharma sector stocks and fears of a further downside due to strengthening Rupee are unwarranted from a long-term perspective – Underlying exports growth in constant currency remains very robust; Rupee appreciation-led translation/transaction losses to be a one-year affair; Base effect to play out […]
READ MORE »Top Stocks To Benefit From Modi Sarkar: PL Report
This means that investors need to stay invested in the near term and we are likely to see significant market appreciation over the next few years. However, given the volatility in the market, it is possible that the market will have bouts of ups and downs and we advise investors to buy into every correction in the market as we believe that the resurgent structural story is yet to begin
READ MORE »Which Mid-Cap Stocks To Buy Now? Axis Capital Report
Midcaps benefit from multiple degrees of freedom as the cycle turns and all of the above brighten, feeding a virtuous feedback loop. So operating and financial leverage further drive sales & margin growth. Obviously rerating precedes earnings growth as investors anticipate some of this potent multi-delta. Which can be very treacherous! Hence we have been careful to choose our best midcap picks in two baskets
READ MORE »Top Sectors & Stocks In NAMO’s India 2.0 By Dolat Capital
FY16 earnings upgrade could be the next driver for a big move Our current estimates project mid teens earnings growth for FY15 and FY16. We see limited potential for an upgrade for FY15, however FY16 seems more likely. And that will be driven by the quality of groundwork that
is done over the remaining fiscal. Notably, even as the markets have rallied by a good 20% over the last 12 weeks, we believe that India has not turned recklessly expensive on an absolute levels. Hence our stance to add on dips remains the underlying theme, and build upon the portfolio for the 18-24 months
Daljeet Kohli’s Best Stocks & Sectors For Namo’s India 2.0
From market behavior in the past we can safely draw an inference that markets have probably discounted all the positives & perhaps lot of expected positive action till FY15. Hence what will be critical for markets to move further from current levels will be visibility on growth prospects/ economic revival in FY16. Sustainable growth emanating from pick up in investments, resolving issues of infrastructure & implementation on ground
READ MORE »20 Top-Quality NAMO Stocks From Sharekhan
A thundering majority mandate to the National Democratic Alliance (NDA)-led formation under the leadership of Narendra Modi gives a fair amount of conviction that ‘Acche din aa gaye hain’ (good days are here again). Notwithstanding the near-term concerns such as a slowdown in consumption, muted industrial activity and an uncertain monsoon season amid inflationary pressures, […]
READ MORE »Top-Quality NAMO India 2.0 Powerhouse Stocks To Buy
The dark days of gloom, indecision, judicial activism are over. Get ready to welcome a recharged, transformed, aggressive India. Get Ready for India 2.0. HDFC Sec has handpicked 4 large cap stocks and 5 small cap stocks which look attractive at this point of time. [download id=”103″]
READ MORE »Stock Picks Depending On Election Outcome Scenarios: HDFC Sec
For the last six months, Indian stock markets have increasingly gyrated in tandem with political developments, and rightly so. The 2014 Lok Sabha Election has just concluded. It was keenly (and bitterly) fought with virtually no issue left unaddressed in the rhetoric. Come Friday 16 May and the dust will settle on the political battlefield, […]
READ MORE »Selan Exploration Technology Research Report By Sharekhan
View—retain our bullish stance; revised price target to Rs700 Given the initial signs of success in this phase of development of its oil fields, we have tweaked our assumptions (though still conservative) and revising upward the target enterprise value/earnings before interest, tax, depreciation and amortisation (EV/EBITDA) multiple to 6.5x (a 10% discount to its average […]
READ MORE »