Monthly archives for July, 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).
| Sutlej Textiles Initiating Coverage Research Report By Kotak Securities | |
| Company: | Sutlej Textiles |
| Brokerage: | Kotak Securities |
| Date of report: | July 14, 2017 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 35% |
| Summary: | Low leverage, healthy return ratios, steady dividend payouts |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Kotak Securities, Sutlej Textiles |
| Jubilant Life Sciences Research Reports By Motilal Oswal & ICICI-Direct | |
| Company: | Jubilant Life Sciences |
| Brokerage: | ICICI-Direct, Motilal Oswal |
| Date of report: | July 19, 2017 |
| Type of Report: | Initiating Coverage, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 31% |
| Summary: | Multiple triggers in place to drive earnings |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, Jubilant Life Sciences, Motilal Oswal |
| PTC India Research Reports By ICICI-Direct & HDFC Sec | |
| Company: | PTC India |
| Brokerage: | HDFC Sec, ICICI-Direct |
| Date of report: | July 14, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 25% |
| Summary: | Power reforms and economic growth leading to higher trading volumes |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Sec, ICICI-Direct, PTC India |
| Avanti Feeds Research Report By Religare | |
| Company: | Avanti Feeds |
| Brokerage: | Religare |
| Date of report: | May 16, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 29% |
| Summary: | Robust performance likely to continue… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Avanti Feeds, Religare |
| L&T Finance Holdings Research Reports By Angel Broking, Axis Direct & PL | |
| Company: | L&T Finance Holdings |
| Brokerage: | Angel Broking, Axis Direct, Prabhudas Lilladher |
| Date of report: | July 7, 2017 |
| Type of Report: | Initiating Coverage, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 25% |
| Summary: | Top quartile (18-20%) RoE by 2020 by focusing on increasing market share in focused businesses |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Angel Broking, Axis Direct, L&T Finance Holdings, Prabhudas Lilladher |
| Varun Beverages Research Report By Emkay & Axis Direct | |
| Company: | Varun Beverages |
| Brokerage: | Axis Direct, Emkay |
| Date of report: | June 9, 2017 |
| Type of Report: | Initiating Coverage, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 32.1% |
| Summary: | A bet on PepsiCo India |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Axis Direct, Emkay, Varun Beverages |
| Sintex Industries Ltd Research Report By Systematix Shares | |
| Company: | Sintex Industries Ltd |
| Brokerage: | Systematic Shares |
| Date of report: | February 22, 2017 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 37% |
| Summary: | Textile segment on the cusp of a turnaround, to drive growth in future |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Sintex Industries Ltd, Systematic Shares |
| Rain Industries Earnings Presentation – Q1 CY17 | |
| Company: | Rain Industries |
| Brokerage: | |
| Date of report: | July 6, 2017 |
| Type of Report: | Investors' Presentation |
| Recommendation: | Buy |
| Upside Potential: | 0% |
| Summary: | HHCR Project will enable RAIN to take advantage of increasing demand for water white resins |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Rain Industries |
| Srikalahasthi Pipes Research Reports By Religare and Reliance Sec | |
| Company: | Srikalahasthi Pipes |
| Brokerage: | Reliance Securities, Religare |
| Date of report: | July 3, 2017 |
| Type of Report: | Initiating Coverage, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 29.7% |
| Summary: | A strong play in water infrastructure space… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Reliance Securities, Religare, Srikalahasthi Pipes |
| Kridhan Infra Ltd Research Report By BOB Capital Markets | |
| Company: | Kridhan Infra |
| Brokerage: | BOB Capital |
| Date of report: | June 20, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 99% |
| Summary: | Possible re-rating on cards : maintain BUY |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | BOB Capital Markets, Kridhan Infra |