Monthly archives for December, 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).
| New Year Picks 2017 By Religare Broking | |
| Company: | - |
| Brokerage: | Religare |
| Date of report: | December 27, 2016 |
| Type of Report: | Initiating Coverage, Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 34.9% |
| Summary: | 2017 – Look beyond the near-term… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | 2017 Stock Recommendations, GST, Religare |
| APL Apollo Tubes Ltd Initiating Coverage Report By Motilal Oswal | |
| Company: | APL Apollo Tubes |
| Brokerage: | Motilal Oswal |
| Date of report: | December 21, 2016 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 37% |
| Summary: | APL is well placed to gain from expected recovery in demand owing to infrastructure push by the government |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | APL Apollo Tubes, Motilal Oswal |
| Rain Industries Initiating Coverage Report By IDBI Capital | |
| Company: | Rain Industries |
| Brokerage: | IDBI Capital |
| Date of report: | December 19, 2016 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 51% |
| Summary: | Restructuring initiatives to drive earnings growth |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | IDBI Capital, Rain Industries |
| Balaji Amines Ltd Research Report By Nirmal Bang | |
| Company: | Balaji Amines |
| Brokerage: | Nirmal Bang |
| Date of report: | November 2, 2016 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 28% |
| Summary: | We believe there is scope of re-rating of the stock given the improvement in ROCE and ROE with positive free cash flow. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Balaji Amines, Nirmal Bang |
| Motilal Oswal 21st Annual Wealth Creation Study | |
| Company: | - |
| Brokerage: | Motilal Oswal |
| Date of report: | December 1, 2016 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Bet seldom, and only when the odds are strongly in your favor, but when you do, bet big, hold for the long term, and control your downside risk |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Motilal Oswal, Wealth Creation Study |
| Demonetization – Decoding Earnings Impact Report By Motilal Oswal | |
| Company: | Arvind, Bata, Inox Leisure, PVR, TTK |
| Brokerage: | Motilal Oswal |
| Date of report: | December 1, 2016 |
| Type of Report: | Sector Report |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Demonetization; an unprecedented reform |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Demonetization, Motilal Oswal |
| Siyaram Silk Mills Research Report By Centrum | |
| Company: | Siyaram Silk Mills |
| Brokerage: | Centrum |
| Date of report: | November 24, 2016 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 22.8% |
| Summary: | Good financials, but recovery in demand delayed |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Centrum, Siyaram Silk Mills |
| Siyaram Silk Mills Research Report By Angel Broking | |
| Company: | Siyaram Silk Mills |
| Brokerage: | Angel Broking |
| Date of report: | November 21, 2016 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 33% |
| Summary: | At the current market price, SSML trades at an inexpensive valuation (at a P/E of 10.4x its FY2018E earnings |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Angel Broking, Siyaram Silk Mills |