Monthly archives for November, 2023
| 10 stocks recommended with robust fundamentals and margin of safety in valuation to offer superior returns to investors by HDFC Sec | |
| Company: | Model Portfolio |
| Brokerage: | HDFC Sec |
| Date of report: | October 31, 2023 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Going forward, we expect markets to be volatile till the 1st half of 2024 even as the outcome of state and Central elections will be watched closely as would be the repercussions of the two geo political events. Though the local fund inflows have remained robust, we would need resumption of FPI flows once the global risk appetite revives. We continue to favour domestic oriented businesses and favour opportunities in the sectors like Materials, Pharma, Oil & gas, Small Finance banks, Petrochemicals, consumption, Power EPC and restructuring plays for the next year. With a focus on these themes, here are our 10 picks for Samvat 2080. These stocks have robust fundamentals and some margin of safety in their valuation to offer superior returns to investors. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |
| Gabriel India Ltd is favourably positioned as key clients in ICE & EV gaining market share! Buy for target price of Rs 341 (20% upside): SMIFS | |
| Company: | Gabriel India Ltd |
| Brokerage: | SMIFS |
| Date of report: | November 3, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 20% |
| Summary: | We are strongly convinced of the company’s competitive position, and is well placed for the mid-to-long term growth opportunities. It’s a debt-free and has always generated positive cash flows in the last 11 years |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | gabriel india, SMIFS |
| Nifty target is at 21500 (20x FY25 EPS). Top 7 stock recommendations with up to 35% upside by ICICI-Direct | |
| Company: | Model Portfolio |
| Brokerage: | ICICI-Direct |
| Date of report: | November 3, 2023 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 35% |
| Summary: | We continue to see reasonable opportunities across the market spectrum with key filter being quality. We continue to advise investors to utilise equities as a key asset class for long term wealth generation by investing in quality companies with strong earnings growth and visibility, stable cash flows, RoE and RoCE. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Diwali Picks, Model Portfolio |
| Long-Term Stock Ideas of Companies with higher growth potential with reasonable valuations by AXIS Securities | |
| Company: | Model Portfolio |
| Brokerage: | Axis Securities |
| Date of report: | November 3, 2023 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 34% |
| Summary: | Our Last year’s Performance. Astounding Returns of 28% since last Diwali vs the Nifty 50 return of 9%. Target achieved for 7 calls out of 9 calls with superior margins. However, status is open from the long-term perspective. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |