Monthly archives for June, 2016
Latest Research Reports On Stocks By Leading Brokerages: If you have any research reports that you would like to share with us, please send it to michael@rakesh-jhunjhunwala.in or to admin@rakesh-jhunjhunwala.in. (The pre-June 2016 reports are available here).
| LIC housing Finance Update Report By IndiaNivesh | |
| Company: | LIC Housing Finance |
| Brokerage: | IndiaNivesh |
| Date of report: | June 27, 2016 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 20% |
| Summary: | Better play in NBFC space… reiterate buy with PT of 575… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | CAGR, LIC, NBFC, PT |
| TCPL Packaging Research Report Update By Sharekhan | |
| Company: | TCPL Packaging |
| Brokerage: | Sharekhan |
| Date of report: | June 29, 2016 |
| Type of Report: | Result Update |
| Recommendation: | Sell |
| Upside Potential: | 1% |
| Summary: | Positives priced in; book profit (38% gains in four weeks) |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | FMCG, TCPL |
| Orient Refractories Ltd Initiating Coverage Research Report By IndiaNivesh | |
| Company: | Orient Refractories Ltd |
| Brokerage: | IndiaNivesh |
| Date of report: | June 21, 2016 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 28% |
| Summary: | MNC at Trough Valuation |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | CAGR, ORL |
| Navkar Corporation Ltd Initiating Coverage Report By Nirmal Bang | |
| Company: | Navkar Corporation Ltd |
| Brokerage: | Nirmal Bang |
| Date of report: | June 27, 2016 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 29% |
| Summary: | Expansion on cards which will drive the future growth |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Ebitda Margins, EPS, FCFF, PE |
| Housing Finance Companies – Sector Report By IDBI Capital | |
| Company: | HDFC, LIC Housing, Repco Home Finance |
| Brokerage: | IDBI Capital |
| Date of report: | June 13, 2016 |
| Type of Report: | Sector Report |
| Recommendation: | Buy |
| Upside Potential: | 18% |
| Summary: | The outlook stays bright |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC, India, LICHF, Repco Home Finance |
| City Union Bank Ltd Techno-Funda Research Report By IDBI Capital | |
| Company: | City Union Bank |
| Brokerage: | IDBI Capital |
| Date of report: | June 21, 2016 |
| Type of Report: | Techno-Funda |
| Recommendation: | Buy |
| Upside Potential: | 31% |
| Summary: | Healthy loan growth to provide earnings momentum, fees can surprise positively |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | CUB, EPS |
| Manpasand Beverages Initiating Coverage Report By Motilal Oswal | |
| Company: | Manpasand Beverages |
| Brokerage: | Motilal Oswal |
| Date of report: | June 24, 2016 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 44% |
| Summary: | Expanding capacity by 80% over FY16-18 to bolster growth |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Coco Sip, INR, IPO, MANB |
| Impact Of Brexit On Information Technology (IT) Stocks By Sharekhan | |
| Company: | Information Technology Sector |
| Brokerage: | Sharekhan |
| Date of report: | June 24, 2016 |
| Type of Report: | Sector Report |
| Recommendation: | Buy |
| Upside Potential: | 0% |
| Summary: | Britain says Adieu to EU; currency headwinds to play spoilsport in near term |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | GBP, TCS, Tech Mahindra, UK |
| Bharat Electronics Research Report By Motilal Oswal | |
| Company: | Bharat Electronics |
| Brokerage: | Motilal Oswal |
| Date of report: | May 28, 2016 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 23% |
| Summary: | Operational performance in line; Working capital cycle improvement impressive |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | BEML, BHE |
| Stylam Industries Research Report By IDBI Capital | |
| Company: | Stylam Industries |
| Brokerage: | IDBI Capital |
| Date of report: | May 20, 2016 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 54% |
| Summary: | Decorating path for sustainable growth |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | CAGR, FCF, GST, India |