Monthly archives for March, 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).
| Bodal Chemicals Research Report By ICICI-Direct | |
| Company: | Bodal Chemicals |
| Brokerage: | ICICI-Direct |
| Date of report: | March 28, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 27% |
| Summary: | Healthy balance sheet; robust return ratios; growth visibility; retain BUY |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Bodal Chemicals, ICICI-Direct |
| Healthcare Global Enterprises Research Reports | |
| Company: | Healthcare Global Enterprises |
| Brokerage: | Edelweiss, HDFC Sec, ICICI-Direct |
| Date of report: | September 19, 2017 |
| Type of Report: | Initiating Coverage, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 30% |
| Summary: | Management to focus on asset light model |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Edelweiss, HDFC Sec, Healthcare Global Enterprises, ICICI-Direct |
| GMR Infrastructure Initiating Coverage Research Report By IDBI Capital | |
| Company: | GMR Infra |
| Brokerage: | IDBI Capital |
| Date of report: | March 16, 2018 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 78% |
| Summary: | Re-rating of airport assets – and subsequent value unlocking is on cards |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | GMR Infra, IDBI Capital |
| S.P. Apparels Ltd Research Report By HDFC Sec | |
| Company: | SP Apparels Ltd |
| Brokerage: | HDFC Sec |
| Date of report: | March 12, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 27% |
| Summary: | quality midcap stock engaged in a recession proof business and growing at a decent pace |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Sec, SP Apparels Ltd |
| Best Private Bank & NBFC Stocks To Buy Now: Research Report By Nirmal Bang | |
| Company: | Model Portfolio |
| Brokerage: | Nirmal Bang |
| Date of report: | March 26, 2018 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 25% |
| Summary: | mid-cap banks that are quoting at unjustified distressed valuations |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio, Nirmal Bang |
| KPIT Technologies Research Reports By Axis Direct & HDFC Sec | |
| Company: | KPIT Technolgies |
| Brokerage: | Axis Direct, HDFC Sec |
| Date of report: | February 5, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 19% |
| Summary: | Value unlocking through complex demerger |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Axis Direct, HDFC Sec, KPIT Technologies |
| Majesco Research Reports By HDFC Sec & ICICI-Direct | |
| Company: | Majesco |
| Brokerage: | HDFC Sec, ICICI-Direct |
| Date of report: | February 7, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 28% |
| Summary: | On the right track |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Sec, ICICI-Direct, Majesco |
| Central Depository Services Ltd (CDSL) Initiating Coverage Research Report By HDFC Sec | |
| Company: | CDSL |
| Brokerage: | HDFC Sec |
| Date of report: | March 20, 2018 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 50% |
| Summary: | (Hidden) gem of a business |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | CDSL, HDFC Sec |
| Va Tech Wabag Research Reports By KR Choksey, Axis Sec, ICICI-Direct & Kotak Sec | |
| Company: | Va Tech Wabag |
| Brokerage: | Axis Securities, ICICI-Direct, Kotak Securities, KR Choksey |
| Date of report: | February 28, 2018 |
| Type of Report: | Investors' Presentation, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 31% |
| Summary: | Wastewater Treatment is a low hanging fruit |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Axis Securities, ICICI-Direct, Kotak Securities, KR Choksey, Va Tech Wabag |
| Nandan Denim Ltd Research Report By Karvy | |
| Company: | Nandan Denim Ltd |
| Brokerage: | Karvy |
| Date of report: | March 19, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 22% |
| Summary: | There exists huge opportunities for growth in the long term, considering the low penetration of denim in India and increasing urbanization |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Karvy, Nandan Denim Ltd |