Monthly archives for February, 2017
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).
| Research Reports On Trident Ltd By IDBI Capital, Ventura Securities, CRISIL, HDFC Sec & Dynamic Levels | |
| Company: | Trident Ltd |
| Brokerage: | CRISIL, Dynamic Levels, HDFC Sec, IDBI Capital, Ventura |
| Date of report: | February 27, 2017 |
| Type of Report: | Initiating Coverage, Result Update, Sector Report |
| Recommendation: | Buy |
| Upside Potential: | 48% |
| Summary: | Structural shift in India’s competitive position; India gaining share in US home textiles market |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | CRISIL, Dynamic Levels, HDFC Sec, IDBI Capital, Trident Ltd, Ventura |
| Kajaria Ceramics Research Report By Edelweiss | |
| Company: | Kajaria Ceramics |
| Brokerage: | Edelweiss |
| Date of report: | January 25, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 21% |
| Summary: | Limited demonetisation dent; long‐term prospects intact |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Edelweiss, Kajaria Ceramics |
| Cera Sanitaryware Research Report By CRISIL | |
| Company: | Cera Sanitaryware Ltd |
| Brokerage: | CRISIL |
| Date of report: | January 6, 2017 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 36% |
| Summary: | Cementing presence across segments |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Cera Sanitaryware, CRISIL |
| Top Picks Post Q3FY17 Results By IndiaNivesh | |
| Company: | Model Portfolio |
| Brokerage: | IndiaNivesh |
| Date of report: | February 20, 2017 |
| Type of Report: | Model Portfolio, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | We believe as & when more clarity & visibility emerges on US front, the stock shall re‐rate sharply |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Indianivesh, Model Portfolio |
| Aurobindo Pharma Research Reports + Investors Presentation (Feb 2017) | |
| Company: | Aurobindo Pharma |
| Brokerage: | Axis Direct, Axis Securities, Centrum, ICICI-Direct, IndiaNivesh, Khambatta Securities, Motilal Oswal |
| Date of report: | February 21, 2017 |
| Type of Report: | Investors' Presentation, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 57% |
| Summary: | Strong earnings growth trajectory, improving cash flows to drive valuations |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Aurobindo Pharma, Axis Securities, Centrum, ICICI-Direct, Indianivesh, Khambatta Securities, Motilal Oswal |
| Federal Bank Research Report By HDFC Securities | |
| Company: | Federal Bank |
| Brokerage: | HDFC Sec |
| Date of report: | January 20, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 21% |
| Summary: | Cruising ahead |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Federal Bank, HDFC Sec |
| Federal Bank Research Report By ICICI-Direct | |
| Company: | Federal Bank |
| Brokerage: | ICICI-Direct |
| Date of report: | January 23, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 10% |
| Summary: | Healthy quarter; NPA accretion to improve… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Federal Bank, ICICI-Direct |
| Federal Bank Research Report By Axis Securities | |
| Company: | Federal Bank |
| Brokerage: | Axis Securities |
| Date of report: | January 20, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 23% |
| Summary: | Strong loan book growth continues with stable asset quality |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Axis Securities, Federal Bank |
| Federal Bank Research Report By Motilal Oswal | |
| Company: | Federal Bank |
| Brokerage: | Motilal Oswal |
| Date of report: | January 20, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 36% |
| Summary: | Strong balance sheet and core PPoP growth; Stable asset quality |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Federal Bank, Motilal Oswal |
| IndiaBulls Housing Finance Initiating Coverage Research Report By Ventura | |
| Company: | IndiaBulls Housing Finance |
| Brokerage: | Ventura |
| Date of report: | December 27, 2016 |
| Type of Report: | Investors' Presentation |
| Recommendation: | Buy |
| Upside Potential: | 61% |
| Summary: | IHFL should be part of a long-term investors’ portfolio |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | IndiaBulls Housing, Ventura |