Apart from slowing volume growth, expensive valuations too remain an area of concern. While some stocks have reverted to their average one-year forward P/E multiples, many others continue to trade at a premium of anywhere between 10-30% over their average forward multiples. We rate ITC as our top pick in the large cap space, while we prefer Bajaj Corp in the midcap space
READ MORE »Posts in category Stock Research Report
Strong Companies With High Dividend Yield
High ‘Dividend Yield’ Ideas: Strong companies with attractive yield We expect healthy businesses with high margin of safety to do well post General election results. Investment in value stocks is a useful way tide through the volatility surrounding election outcome and the economic recovery. We have put together a select list of stocks with attractive […]
READ MORE »Report On Favourite Stocks By Mutual Funds
IDBI Capital’s Mutual Fund Monthly Report for March 2014 sets out details of the stocks bought and sold by Mutual Funds. The report gives an indication of which stocks are favourites and which are not. [download id=”98″]
READ MORE »Centrum Report On Best Pharma Stocks
We continue our positive outlook for the pharma sector due to expected improvement in performance in FY15. Our top picks for the pharma sector includes Lupin, Aurobindo Pharma (APL) and Pfizer. Lupin’s strong presence in the US and Japanese markets will generate good revenue growth. APL is likely to report strong growth in the US and European markets due to the acquisition of Actavis generic business. Pfizer is likely to benefit from the merger with Wyeth and field force rationalization. These companies are expected to give over 30% returns over CMP in one year
READ MORE »Latest Model Portfolios By IndiaNivesh
At CMP of Rs. 143, stock is trading at P/E multiple of 11.6x and 8x its FY15E and FY16E Bloomberg adjusted earnings. Given its leadership position in sanitaryware and container glass businesses and its initiatives to improve the profitability of container glass business which is likely to improve financial performance, we recommend buy on the […]
READ MORE »IndiaNivesh Research Report On Best Large-Cap & Mid-Cap Pharma Stocks
Coverage Pharma Universe to maintain the growth momentum, we expect revenue growth of 20.7% y-o-y in Q4FY14E: Robust performance of Indian Pharma companies is likely to continue in the current quarter also. Companies under INSPL Pharma Coverage Universe are expected to grow at healthy rate of 20.7% y-o-y in Q4FY14E
READ MORE »IPCA Labs Research Report By Motilal Oswal
We view IPCA as a structural growth story, with all business segments contributing to growth. We expect IPCA to report 30% EPS CAGR over FY14-16, led by international generics. We reiterate Buy, with a target price of INR 1,025 (16x FY16E EPS). IPCA is one of our preferred picks in the midcap healthcare space
READ MORE »IPCA Research Report By Microsec
We rate Ipca Laboratories Ltd. a ‘BUY’. Our rating underpins the company’s
strong management, its strategy of focusing on global generic and API business and R&D activities. Company is also focusing on formulation business & therapeutic coverage especially in the fast growing lifestyle related segment
Karvy Research Report On Best Pharma Stocks
Domestic formulations: IPM growth for 4QFY14 (Jan 14 + Feb 14) is at 6.6% YoY, Companies that have witnessed higher than industry growth in 2M are Sun Pharma (+17.8%), Torrent (+15.7%), Zydus Cadila (+5.9%), Ipca (+26.6%), DRL (+4.5%), Cipla (+5.5%), Lupin (+12.4%), and Alembic Pharma (+12.1%). US market: Overall, there were 21 ANDA approvals in the US market. Lupin has got maximum 5 approvals in our space, Zydus Cadila has 4 approvals while DRL and Sun Pharma has got 3 approvals each. In midcaps, Ipca Labs has received 2 approvals while Alembic and Unichem have also got 1 approval each
READ MORE »Model Portfolio Of Top Stocks By Axis Capital
The enclosed report provides for each stock, the key operating assumptions, and the rationale for revised FY 16 earnings & multiples. Sensex EPS for FY15 & FY16 thus stands at Rs 1,592 and 1,814 respectively, ie growth of 15% and 14% respectively (Sensex and GDP have different compositions). We also revise our model portfolio where among Nifty Cos, we are Sharp OW in Engineering & Infra, Realty. And Sharp UW: Consumption, Resources, Power, Telecom
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