Reports in category Sector Report
| Edelweiss report on InfoTech sector with list of best large-cap & mid-cap stocks to buy now | |
| Company: | Infosys, IT Sector, Tech Mahindra |
| Brokerage: | Edelweiss |
| Date of report: | May 30, 2022 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Based on valuation correction and expected likelihood broadly unchanged guidance/commentary in 1QFY23. Our preferred pick to play IT stocks in near terms is Infosys (valuations corrected 26%, price by 18%) and TECHM (valuation down 38%, price – 32%) among large caps. Among mid-caps preferred picks are: LTI (valuation -49%, price – 42%) and LTTS (valuation -33%, price -23%). Under volatile/uncertain scenario, we prefer large caps or large mid-caps over small caps |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | IT Sector |
| Review Of 5 Top Specialty Ingredients Stocks By Nirmal Bang | |
| Company: | Model Portfolio, specialty ingredients |
| Brokerage: | Nirmal Bang |
| Date of report: | September 24, 2021 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 25% |
| Summary: | Challenging environment could be an opportunity for select companies to gain market share |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio, Nirmal Bang, specialty ingredients |
| Revised Nifty target is at 17,930 (22x P/E on FY23E EPS of Rs 815). Sensex target level is 59,800: ICICI Direct | |
| Company: | Model Portfolio |
| Brokerage: | ICICI-Direct |
| Date of report: | September 9, 2021 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Positivity remains, stock specific action to prevail… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, Model Portfolio, NIFTY |
| Top 4 Specialty Chemicals Stocks To Buy Now: Motilal Oswal | |
| Company: | Model Portfolio, Motilal Oswal, Specialty Chemicals |
| Brokerage: | Motilal Oswal |
| Date of report: | August 23, 2021 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Indian Specialty Chemicals to benefit from China+1 strategy |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Motilal Oswal, Speciality Chemicals |
| Review of the best Home Decor stocks (tiles, wood panel and plastic pipes) by Edelweiss | |
| Company: | Model Portfolio |
| Brokerage: | Edelweiss |
| Date of report: | August 20, 2021 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Balance sheet strength continues along with capex announcements |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Edelweiss, Home Decor stocks |
| Best Specialty Chemicals Stocks To Buy Now: Motilal Oswal Research Report | |
| Company: | Model Portfolio, Specialty Chemicals |
| Brokerage: | Motilal Oswal |
| Date of report: | June 1, 2021 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Specialty Chemicals: Genie is out! |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Motilal Oswal, Speciality Chemicals |
| All About Real Estate Investment Trusts (REITs): Research Report By HDFC Sec | |
| Company: | Brookfield India Real Estate Trust (Brookfield REIT), Embassy Office Parks REIT (Embassy REIT), Mindspace Business Parks REIT (Mindspace REIT) |
| Brokerage: | HDFC Sec |
| Date of report: | July 10, 2021 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | REITS are investment trusts which own and manage income-generating real estate assets such as commercial real estate assets such as offices, hospitality assets and malls |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Sec, Real Estate Investment Trusts, REITs |
| Time To Be Cautious About Some Smallcap And Midcap Stocks: HDFC Sec Report | |
| Company: | Model Portfolio |
| Brokerage: | HDFC Sec |
| Date of report: | April 29, 2021 |
| Type of Report: | |
| Recommendation: | Sell |
| Upside Potential: | 90% |
| Summary: | Smallcap and midcap space..is it time to be more selective? |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Sec, Model Portfolio |
| Best Cement Stocks To Buy Now: HDFC Sec Research Report | |
| Company: | HDFC Sec, Model Portfolio |
| Brokerage: | HDFC Sec |
| Date of report: | April 13, 2021 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | long-term trends are likely to drive the cement industry over the next few years |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Best Cement stocks, Model Portfolio, Sagar Cement Ltd |
| Innerwear Industry – Sector Report By SMIFS | |
| Company: | Dollar Industries, Lux Industries, Page Industries, Rupa & Co |
| Brokerage: | Stewart & Mackertich |
| Date of report: | April 6, 2021 |
| Type of Report: | |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | The Indian innerwear market was valued at ~Rs 320 billion in 2018 and is expected to grow at a CAGR of ~11% over the next decade to reach ~Rs 897 billion by 2028E |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | innerwear industry, SMIFS |