Posts tagged India Infoline

High Conviction Midcap Stock Ideas From Amar Ambani Of IIFL

We believe it’s time to load up stocks in the portfolio, especially quality midcap names. History also supports this viewpoint; the equity market has seen healthy up move for a couple of years following the General election. Our target for the Nifty is 7200 with a low probability of a major correction. We do not see a market fall to below 6200 till the new government is formed in June. The biggest near‐term risk to our call is the election outcome itself since a hung assembly will spoil the party. We have identified 10 midcap stocks to buy during this run‐up to elections

Stock Research Report Amar Ambani

IIFL 4 Express Stock Ideas

This is a detailed research report by Amar Ambani & IndiaInfoline on 4 stock ideas that are expected to give quick-fire gains to investors

Stock Research Report Amar Ambani

IIFL Report On Top Large-Cap, Mid-Cap & “Dark Horse” Stocks That You Should Buy For 2014

IIFL has released a comprehensive report setting out the strategy that investors should follow in 2014. It has also identified the best large-cap and mid-cap stocks to buy. It has also identified a few “dark horse” stocks that adventurous investors can buy. IIFL has also put forth convincing reasons why 2014 will be a good year for equities

Stock Research Report

MRPL Will Gain because Of Rise In Refinery Complexity. Buy For 22% Gain: IIFL Report

MRPL will post a relatively better growth in earnings on the back of higher margins from expanded capacities. At FY15E EV/EBIDTA of 4.4x, the stock is attractively valued when compared with regional peers. We initiate coverage with a BUY rating and a 9‐month price target of Rs 51

Stock Research Report MRPL

Apollo Tyres: Indiainfoline Research Report

Apollo Tyres is setting up a Greenfield project in Chennai to expand its capacity from 850 MTPD to 1,300 MTPD in FY13. 380 MTPD of the incremental capacity would cater to radial tyres for the CV segment. We expect Apollo Tyres to report a 27% yoy jump in PAT in FY12. We recommend a BUY of Apollo Tyres with a target price of Rs94

Stock Research Report Apollo Tyres

Shriram Transport Finance – IndiaInfoline Research Report

Shriram Transport Finance’s new initiatives—facilitating CV purchases and refurbishing vehicles (available in the open market) to sell for a profit—have progressed well. This demonstrates the economic benefits of its strong franchise in its chosen segment of borrowers and the niche asset class. With fee income expected to double in FY11, a buoyant loan growth scenario, 40% of AUM securitised at attractive spreads, and abundant liquidity aiding the liability side of the balance-sheet, Shriram Transport Finance’s business appears robust. Valuation multiples of Shriram Transport Finance reflect the strong momentum and high RoE, but valuations are still significantly below historical highs. We retain BUY.

Stock Research Report Shriram Transport Finance