Monthly archives for July, 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).
| NOCIL is a net cash company with strong corporate governance track record: SMIFS | |
| Company: | NOCIL |
| Brokerage: | Stewart & Mackertich |
| Date of report: | July 26, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 16% |
| Summary: | Healthy double-digit volume growth on the cards |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | NOCIL, Stewart & Mackertich |
| Laurus Labs has strong order book visibility, improving margin profile & strengthening return ratios: ICICI Direct | |
| Company: | Laurus Labs |
| Brokerage: | ICICI-Direct |
| Date of report: | July 30, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 24% |
| Summary: | Strong performance driven by formulations… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, Laurus Labs |
| UltraTech Cement has Market leadership, strong brand with highest retail presence and robust balance sheet: ICICI-Direct | |
| Company: | Ultratech Cement |
| Brokerage: | ICICI-Direct |
| Date of report: | July 23, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 17% |
| Summary: | Margin stays firm; outlook remains healthy… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, Ultratech Cement |
| Gandhi Special Tubes has a history of rewarding shareholders with healthy dividends and buybacks: ICICI-Direct | |
| Company: | Gandhi Special Tubes |
| Brokerage: | ICICI-Direct |
| Date of report: | July 24, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 16% |
| Summary: | Encouraging growth prospects lie ahead… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Gandhi Special Tubes, ICICI-Direct |
| Glenmark Life Sciences Ltd IPO Review By ICICI-Direct | |
| Company: | Glenmark Life Sciences Ltd |
| Brokerage: | ICICI-Direct |
| Date of report: | July 23, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Leadership in select APIs, strong relation with large companies |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Glenmark Life Sciences Ltd, ICICI-Direct, IPO |
| Asian Paints premium valuation is justified: ICICI Direct | |
| Company: | Asian Paints, ICICI-Direct |
| Brokerage: | ICICI-Direct |
| Date of report: | July 22, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 16% |
| Summary: | Strong brand, market leadership position and a robust balance sheet condition justifies APL’s premium valuation |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Asian Paints, ICICI-Direct |
| HDFC Life is among the most dominant players in Indian life insurance industry: ICICI Direct | |
| Company: | HDFC Life |
| Brokerage: | ICICI-Direct |
| Date of report: | July 20, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 19% |
| Summary: | HDFC Life is among the most dominant players in Indian life insurance industry with strong distribution network, parentage, operating metrics |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Life, ICICI-Direct |
| Prism Johnson Ltd: Research Report By SMIFS | |
| Company: | Prism Johnson Ltd |
| Brokerage: | Stewart & Mackertich |
| Date of report: | July 16, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 23% |
| Summary: | Cement division would continue to be key contributor in the company’s profitability |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Prism Johnson Ltd, Stewart & Mackertich |
| Jamna Auto Industries is a play on multi-year CV cycle; further re-rating potential: Nirmal Bang | |
| Company: | Jamna Auto |
| Brokerage: | Nirmal Bang |
| Date of report: | July 15, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 22% |
| Summary: | Play on multi-year CV cycle; further re-rating potential |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Jamna Auto Industries, Nirmal Bang |