Monthly archives for January, 2021
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).
| DERIVATIVE STRATEGY – BUDGET 2021 by HDFC Sec | |
| Company: | Model Portfolio |
| Brokerage: | HDFC Sec |
| Date of report: | January 29, 2021 |
| Type of Report: | Techno-Funda |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | DERIVATIVE STRATEGY – FOR CONSERVATIVE TRADERS |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Derivative strategies, HDFC Sec, Union Budget |
| EIH Limited Research Report By Nirmal Bang | |
| Company: | EIH |
| Brokerage: | Nirmal Bang |
| Date of report: | January 16, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 19% |
| Summary: | Reduced pandemic impact, cyclical upswing, strong brand and locational advantage to drive growth |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | EIH, Nirmal Bang |
| Kolte Patil Developers Ltd (Mohnish Pabrai High-Conviction Portfolio Stock) Research Report By Edleweiss | |
| Company: | Kolte-Patil Developers |
| Brokerage: | Edelweiss |
| Date of report: | January 10, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 17% |
| Summary: | Scaling up for next leg of growth |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Edelweiss, Kolte-Patil Developers |
| Phillips Carbon Black Research Report By ICICI-Direct | |
| Company: | Phillips Carbon Black |
| Brokerage: | ICICI-Direct |
| Date of report: | January 6, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 22% |
| Summary: | ADD ruled out, fundamental demand drivers stay intact |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, Phillips Carbon Black |
| Alembic Pharmaceuticals Research Report By IIFL | |
| Company: | Alembic Pharma |
| Brokerage: | IIFL |
| Date of report: | January 6, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 20% |
| Summary: | Strong all-round earnings |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Alembic Pharma, IIFL |
| Polycab India Research Report By Prabhudas Lilladher | |
| Company: | Polycab India |
| Brokerage: | Prabhudas Lilladher |
| Date of report: | January 5, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 21% |
| Summary: | Evolving into a formidable FMEG player |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Polycab India, Prabhudas Lilladher |
| RBL Bank Research Report By CLSA | |
| Company: | RBL Bank |
| Brokerage: | CLSA |
| Date of report: | January 5, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 38% |
| Summary: | Building scale in profitable segments; initiate with BUY |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | CLSA, RBL Bank |
| Huhtamaki India Research Report By ICICI Direct | |
| Company: | Huhtamaki India |
| Brokerage: | ICICI-Direct |
| Date of report: | January 1, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 21% |
| Summary: | Innovator in flexible packaging industry… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Huhtamaki India, ICICI-Direct |
| Sumitomo Chemicals India Ltd Research Report By Nirmal Bang | |
| Company: | Motherson Sumi |
| Brokerage: | Nirmal Bang |
| Date of report: | January 1, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 18.6% |
| Summary: | Emerging MNC proxy in Indian CPC growth story |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Nirmal Bang, Sumitomo Chemicals |
| Top Stocks To Buy For 2021 By Axis Securities | |
| Company: | Model Portfolio |
| Brokerage: | Axis Securities |
| Date of report: | January 1, 2021 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | 2021: A year of resuscitation of growth |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Axis Securities, Model Portfolio |