Reports in category Sector Report
| Review of 9 Specialty Chemical Stocks And 3 Stock Recommendations by Axis Securities | |
| Company: | Speciality Chemicals stocks |
| Brokerage: | Axis Securities |
| Date of report: | November 26, 2023 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Structural story of Indian Chemical industry remains strong with strategic portfolio composition to gain export market share, and strong domestic demand we expect revenue growth to gain momentum from FY25 onward. Given the changing landscape and growing reliance on India by international customers, we expect rapid growth in this sector over the coming period as conditions stabilize |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Axis Securities, Speciality Chemicals |
| Pharma is back on Growth Track. Axis Securities recommends 3 top picks in the Pharma universe | |
| Company: | Aurobindo Pharma |
| Brokerage: | Axis Securities |
| Date of report: | November 25, 2023 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Q2FY24 Pharma Review – Higher Profitability with Easing Price Erosion, New Launches, and Lower RM Prices |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |
| Impact of Increase in Risk Weights on Consumer Credit / Loans to NBFCs by Nirmal Bang | |
| Company: | Model Portfolio |
| Brokerage: | Nirmal Bang |
| Date of report: | November 17, 2023 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Private banks have adequate capital buffers to grow comfortably |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |
| Specialty Chemical stocks – Cyclical pain may aggravate: I-Sec | |
| Company: | Specialty Chemicals |
| Brokerage: | ICICI Securities |
| Date of report: | October 9, 2023 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | I-Sec estimates its specialty chemical coverage universe’s revenue may dip 12% YoY in Q2FY24E due to destocking and weak demand. EBITDA is likely to decline 16.7% YoY on weaker spreads and operating deleveraging |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Top 8 Specialty Chemical Stocks |
| Review of 12 Speciality Chemicals stocks with Buy, Hold & Reduce Recommendations by ICICI Securities | |
| Company: | Speciality Chemicals stocks |
| Brokerage: | ICICI Securities |
| Date of report: | September 22, 2023 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Speciality Chemicals, Chemical prices for Jul’23 |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI Securities, Speciality Chemicals |
| 25 POWER PACKED PSU PICKS for up to 46% upside in 3-6 months by LKP Securities | |
| Company: | PSU Stocks |
| Brokerage: | LKP Securities |
| Date of report: | August 14, 2023 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 46% |
| Summary: | While many of them would have generated positive returns for shareholders over the past two years, their immense potential towards value creation and value migration is yet to unfold going forward |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | BFSI, Bharat Electronics, Canara Bank, CMP, LKP Securities, PSU Stocks |
| Though Nifty Is at the highest level, Valuations far more reasonable now than that in Oct’21 high: Motilal Oswal | |
| Company: | Model Portfolio |
| Brokerage: | Motilal Oswal |
| Date of report: | July 8, 2023 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | While Nifty-50 is at a new high and is creating a lot of buzz, the fact remains that on a two-year basis, it stands nearly flat (just up 4% from Oct’21 high); whereas its aggregate FY22/FY23 earnings are up ~38%/10% and that for MOFSL Universe are up 39%/10% over the same period. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |
| Review of 9 Top FMCG stocks like HUL, ITC, Nestle, Colgate with Buy/ Sell recommendation by HDFC Securities | |
| Company: | Model Portfolio, Top FMCG Stocks |
| Brokerage: | HDFC Sec |
| Date of report: | June 2, 2023 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | We believe there will be no more pressure on earnings for FMCG companies in FY24 (earnings cut cycle is behind) while both revenues and margins should see an uptrend. We remain cautious and selective on valuation for the medium term (do not see rerating as a story); however, earnings pick-up in FY24 will continue to support FMCG stocks. We rate ITC, Dabur, GCPL, Marico, UNSP, and Colgate as ADD and HUL, Nestle, Britannia, Emami, and Radico as REDUCE |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Sec, Top FMCG Stocks |
| Nifty rolling 12 months’ index target is 21,500 valuing it at 20x PE on FY25 Nifty EPS of Rs 1,080. Sensex target is 71,600: ICICI Direct | |
| Company: | Model Portfolio, Nifty |
| Brokerage: | ICICI-Direct |
| Date of report: | June 1, 2023 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Rolling over our valuations, we retain our Nifty target at 21,500 valuing it at 20x PE on FY25 Nifty EPS of | 1,080. Corresponding target for the Sensex is at 71,600. These are our rolling 12 months’ index target |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio, Nifty Sensex |