| S.J.S. Enterprises Ltd (Ashish Kacholia Portfolio Stock) has clean & clear visible growth triggers. Buy for TP of Rs 593 (+33%): SMIFS | |
| Company: | S.J.S. Enterprises |
| Brokerage: | SMIFS |
| Date of report: | January 30, 2023 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 33% |
| Summary: | We are of the opinion that SJS at ease will be able to achieve PAT growth @18% CAGR FY22-FY25e with sustainable margin of about 25%+ level. Over & above, the team is aggressively hunting for inorganic acquisition, which can add a new wing in either technology, futuristic products, markets and/or customers |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | S.J.S. Enterprises, SMIFS |
| Indian Hotels ARR continues to inch higher. Buy for Target Price of INR410 (+36%): Motilal Oswal | |
| Company: | Indian Hotels |
| Brokerage: | Motilal Oswal |
| Date of report: | February 1, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 36% |
| Summary: | We expect the strong momentum to continue in FY23-25, led by: a) a further improvement in ARR and occupancy due to favorable demand-supply dynamics; b) higher income from management contracts; and c) unlocking value by launching the reimagined and new brands. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Indian Hotels, Motilal Oswal |
| Thematic report on the Hotels Sector (Indian Hotels & Lemon Tree) by HDFC Sec | |
| Company: | Indian Hotels, Lemon Tree Hotels, Model Portfolio |
| Brokerage: | HDFC Sec |
| Date of report: | January 27, 2023 |
| Type of Report: | Sector Report |
| Recommendation: | Buy |
| Upside Potential: | 44% |
| Summary: | India’s hotel industry has witnessed a robust turnaround in demand after the pandemic, led by the rising discretionary spending on tours and travels, revenge tourism, improving economic environment fuelling corporate travels and revival of mega wedding season and other cultural events |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Indian Hotels, Lemon Tree Hotels, Model Portfolio |
| Bajaj Finance Correction offers an attractive entry; upgrade to ADD for Target Price INR 6,700: HDFC Sec | |
| Company: | Bajaj Finance |
| Brokerage: | HDFC Sec |
| Date of report: | January 28, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 16% |
| Summary: | Bajaj Finance (BAF) delivered a strong operating performance, with steady NIMs in a rising interest rate and strong AUM growth (+27% YoY) environment. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Bajaj Finance, HDFC Sec |
| KIMS is steadily building its empire by conquering and ruling. Buy for target price of Rs 1682 (18% upside) | |
| Company: | KIMS, Krishna Institute Of Medical Sciences |
| Brokerage: | SMIFS |
| Date of report: | January 23, 2023 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 18% |
| Summary: | Currently, the stock is trading at comforting valuation on FY25E EV/EBITDA of 15x. We value the stock at 20x (in line with its historical average) due to capacity and geographical expansion, improved margins and robust revenue growth, thereby, arrive at target price of Rs 1,682 per share which offers upside of 18% from current valuations. Therefore, we assign BUY rating on the stock. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Krishna Institute Of Medical Sciences |
| Supreme Petrochem has very strong business model. Buy for target price of Rs 561 (51% upside): SMIFS | |
| Company: | Supreme Petrochem |
| Brokerage: | SMIFS |
| Date of report: | January 19, 2023 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 51% |
| Summary: | Supreme Petrochem (SPL) has very strong business model in Polystyrene (PS) & Expandable Polystyrene (EPS) along with its downstream derivatives like XPS & SPC. The company is expanding its capacity in all business segments viewing the growth opportunities available post closure of business of its nearest competitor in India, increasing demand growth & strong balance sheet to fund capital expenditure. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | SMIFS, Supreme Petrochem |
| Equity MF Performance Summary by HDFC Securities | |
| Company: | Mutual Funds |
| Brokerage: | HDFC Sec |
| Date of report: | January 13, 2023 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Equity MF Performance Summary by HDFC Securities |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Sec, Mutual Funds |
| Axis Top Picks basket has outperformed the benchmark by a significant margin due to thematic approach to Top Picks selection | |
| Company: | Model Portfolio |
| Brokerage: | Axis Securities |
| Date of report: | January 15, 2023 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 54% |
| Summary: | Axis Top Picks basket outperformed the benchmark by a significant margin as it delivered an impressive return of 11% in 2022 as against 4.3% posted by Nifty 50 during the year |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Axis Securities, Model Portfolio |
| Sell L&T Technology Services (Stock recommended by Saurabh Mukherjea & Hiren Ved) for target price of Rs 3250 (11% downside): DART | |
| Company: | L&T Technology Services, LTTS |
| Brokerage: | Dolat Capital |
| Date of report: | January 12, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Sell |
| Upside Potential: | 11% |
| Summary: | Uneasy Shift; Growth & Margin Trajectory Remain a Concern |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Dolat Capital, L&T Technology Services |
| Garden Reach Shipbuilders & Engineers (Stock In Ramesh Damani Portfolio) is a buy for target price of Rs 630 (36% gain): ICICI Direct | |
| Company: | Garden Reach Shipbuilders & Engineers, GRSE |
| Brokerage: | ICICI-Direct |
| Date of report: | January 11, 2023 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 36% |
| Summary: | Garden Reach Shipbuilders & Engineers (GRSE), one of India’s leading defence public sector undertaking shipyards, primarily caters to the shipbuilding requirements of the Indian Navy and the Indian Coast Guard |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Garden Reach Shipbuilders & Engineers, ICICI-Direct |