The strong out-performance of Top Picks in January was driven by our high-conviction investment idea, Selan Exploration Technology, which has appreciated by 25.8% since the last revision of the contents of the Top Picks basket on January 1, 2014. Even after excluding the exceptionally strong gains of Selan Exploration Technology, the Top Picks basket has comprehensively outperformed the benchmark indices
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ENIL Is A Potential 4x Multibagger Stock: Motilal Oswal Research Report
Radio industry has potential to grow 4x: The KPMG FICCI M&E
2013 report suggests a 16.6% CAGR in radio adspend over 2012-
2017. Radio is devoid of subscription revenues and depends upon
adspends. If radio advertising were to rise to half the global standards of 0.9xGDP, ENIL and the industry have potential to grow 4x
Ambit Research Report On 5 Best Turnaround Stocks To Buy Now
(a) 85% of great Indian companies self-destruct; and (b) the average probability of a laggard company turning around over a five-year period is 2x the average probability of a great company staying great over this time frame. Successful investing in ‘turnarounds’ is therefore, to put it mildly, important for investment success.
READ MORE »IndusInd Bank Has Strong Fundamentals & Will Outperform Peers: Firstcall Research Report
IndusInd Bank, one of the best performing mid-sized banks announced its third quarter results on 10th Jan 2014. Net Profit rose by 30% YOY at Rs. 3469 mn against Rs. 2672.70 mn in Q3 FY13. With strong
fundamentals, IndusInd Bank is expected to outperform its peers in the long run. Thus we recommend BUY for the scrip at a target price of Rs. 470.00 for medium and long term
HDFC Bank Research Report By Motilal Oswal
HDFC Bank’s stock price has been flat in CY13. However, we note that earnings CAGR of 25%+ over FY14E/16E is intact, which percolates to valuation becoming cheaper – one-year forward P/E of 15x (near 10-year low LPA; 25% discount to its LPA) and P/BV of 3.2x (5% discount to its LPA). While discount over the LPA has increased significantly, RoE is best in the decade at 22%+.
READ MORE »Cadila Healthcare Research Report Of Daljeet Kohli Of IndiaNivesh
Considering expansion in EBITDA margins, visibility in US pipeline and launches, bottoming out of domestic market growth and improvement in return ratios, we expect re-rating of the stock to its previous level of 18-20x of forward P/E multiple. We value stock at 17x of FY16E and upgrade target price to Rs 1,044 (earlier target price was Rs 913) recommend strong BUY, with ~20% upside potential from current level. At CMP of Rs 887, the stock is trading at P/E multiple of 18.5x of FY15E & 14.4x of FY16E
READ MORE »High Dividend Yield Stocks Of Good Companies
HDFC Securities has released a report on the best high dividend yield stocks. Some stocks are giving a very high dividend yield of 9.4%. Blue Chip stocks like Balmer Lawrie & Andhra Bank are also giving a high rate of dividend
READ MORE »Model Portfolio By Daljeet Kohli Of IndiaNivesh
The unique feature of the portfolio is that the composition of stocks depends on whether the investor wants an “aggressive”, “balanced” or “conservative” portfolio. In the period from 20.11.2013 (inception) to date, the “balanced” portfolio has given a return of 13.2%, the “aggressive” portfolio has given a return of 10% and the “conservative” portfolio has given a return of 10.02%. In the same period, the Benchmark (BSE 500) has given a return of 4.6%
READ MORE »Hem Securities Latest Multibagger Stock Pick Himatsingka Seide Research Report
Himatsingka Seide has registered robust results for the quarter ending September 2013. The consolidated revenues from operations grew by 16.3% to Rs.549.79 crores vs. Rs.477.70 cr. in the corresponding quarter last year. Operating profit climbed sharply by 31% at about Rs.54.77 crores as against Rs.41.80 crores in the previous year quarter; driven by cost optimization measures. The net profit skyrocketed at Rs.18.05 crore for the quarter as compared to Rs.9.36 crore (pre-exceptional). EPS for the quarter stood at Rs.1.83
READ MORE »Best Stocks + Best Sectors + Model Portfolio = Kotak Securities
Kotak Securities has released a comprehensive research report identifying the best stocks and best sectors to invest in. Kotak’s earlier Model Portfolio has outperformed the Index. They have recast the Model Portfolio to include better performing stocks. Kotak is also very optimistic that several stocks are undervalued and it is the right time to invest
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