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 »Posts tagged Daljeet Kohli IndiaNivesh
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 »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 »IndiaNivesh’s Revised Model Portfolios
Objective of this portfolio is to generate moderate returns in conjunction with moderate risk. This portfolio is suitable for those investors whose risk appetite is moderate. Stock selection criteria here will be strong fundamentals coupled with near term triggers. This is an equal weighted portfolio meaning equal amount of money is invested in the stocks […]
READ MORE »Gujarat Pipavav Port Research Reports By IndiaNivesh, IDFC & Kotak
We continue to like GPPL for its strong parentage, geographical advantage and scalability potential. We estimate 26% earnings CAGR over CY13-15E led by continued cargo growth and operating leverage. Stock trades at 12.3x CY15E earnings and 1.8x P/B. Maintain Outperformer with a price target of Rs80
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 »