Monthly archives for February, 2018
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).
| FirstSource Solution Research Report By HDFC Sec | |
| Company: | FirstSource Solution Ltd |
| Brokerage: | HDFC Sec |
| Date of report: | February 5, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 45% |
| Summary: | Company trades at a compelling valuation of 9x of FY18E earnings |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | FirstSource Solution Ltd, HDFC Sec |
| Manappuram Finance Research Report By Nirmal Bang | |
| Company: | Manappuram Finance Ltd |
| Brokerage: | Nirmal Bang |
| Date of report: | February 9, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 25% |
| Summary: | The Glitter Is Back In Gold Loans |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Manappuram Finance, Nirmal Bang |
| JMC Projects (India) Ltd Q3FY18 Result Update By Edelweiss | |
| Company: | JMC Projects (India) Ltd |
| Brokerage: | Edelweiss |
| Date of report: | February 9, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 24% |
| Summary: | Order book reported at INR 7,500 cr at highest ever level; Order-inflow continued to remain strong |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Edelweiss, JMC Projects (India) Ltd |
| Majesco 3QFY18 Result Update By Reliance Securities | |
| Company: | Majesco |
| Brokerage: | Reliance Securities |
| Date of report: | February 7, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 45% |
| Summary: | Revenue, Order Book Impress; Maintain BUY |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Majesco, Reliance Securities |
| Elantas Beck India Initiating Coverage Report By Angel Broking | |
| Company: | Elantas Beck India |
| Brokerage: | Angel Broking |
| Date of report: | February 7, 2018 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 16% |
| Summary: | Deleveraged company generates healthy free cash flow |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Angel Broking, Elantas Beck India |
| Aditya Birla Fashion & Retail Ltd Q3FY18 Result Update By Edelweiss | |
| Company: | ABFRL |
| Brokerage: | Edelweiss |
| Date of report: | February 2, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 64% |
| Summary: | Its sheer brand strength along with a prudent long term strategy render it a multibagger |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ABFRL, Edelweiss |
| Budget 2018 Top Picks By Stewart & Mackertich (SMIFS) | |
| Company: | Model Portfolio |
| Brokerage: | Stewart & Mackertich |
| Date of report: | February 1, 2018 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Budget 2018 Top Picks |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio, Stewart & Mackertich |
| Trident Ltd: Q3FY18 Result Update By Edelweiss | |
| Company: | Trident Ltd |
| Brokerage: | Edelweiss |
| Date of report: | January 31, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 39% |
| Summary: | Inexpensive valuation of 8x FY20E P/E and ability to generate free cash flows in excess of INR600cr every year provides margin of safety |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Edelweiss, Trident Ltd |
| Royal Orchid Hotels Ltd Research Report By SMIFS | |
| Company: | Royal Orchid Hotels |
| Brokerage: | Stewart & Mackertich |
| Date of report: | January 22, 2018 |
| Type of Report: | Initiating Coverage, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 44% |
| Summary: | The business is expected to perk up from FY18 : Turnaround story |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Royal Orchid Hotels, Stewart & Mackertich |
| Siyaram Silk Mills 3QFY2018 Result Update By Angel Broking | |
| Company: | Siyaram Silk Mills |
| Brokerage: | Angel Broking |
| Date of report: | February 2, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 30% |
| Summary: | Strong revenue growth and operating performance boost overall profitability |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Angel Broking, Siyaram Silk Mills |