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).
| Adani Ports is an integrated play to transform Indian logistics sector: ICICI Direct | |
| Company: | Adani Ports |
| Brokerage: | ICICI-Direct |
| Date of report: | September 5, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 20% |
| Summary: | Integrated play to transform Indian logistics sector… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Adani Ports, ICICI-Direct |
| Neogen Chemicals is breaking into the next orbit with a bang: HDFC Sec | |
| Company: | Neogen Chemicals |
| Brokerage: | HDFC Sec |
| Date of report: | September 7, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 26% |
| Summary: | Breaking into the next orbit with a bang |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Sec, Neogen Chemicals |
| 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, Sector Report |
| 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 |
| Nazara Technologies is India’s only listed gaming company with no competitive benchmarking: PL Research Report | |
| Company: | Nazara Technologies |
| Brokerage: | Prabhudas Lilladher |
| Date of report: | September 2, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 30% |
| Summary: | Indian Gaming Industry: A huge growth opportunity |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Nazara Technologies, Prabhudas Lilladher |
| Deepak Nitrite has the most lucrative profile in the entire Specialty Chemicals space: Motilal Oswal | |
| Company: | Deepak Nitrite |
| Brokerage: | Motilal Oswal |
| Date of report: | August 23, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 12% |
| Summary: | Focus on advance/high value products intensifies |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Deepak Nitrite, Motilal Oswal |
| Fine Organic Industries is a Buy for target price of INR 3,480 (22% Gain): HDFC Sec Research Report | |
| Company: | Fine Organic Industries |
| Brokerage: | HDFC Sec |
| Date of report: | August 19, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 22% |
| Summary: | leadership in oleo-chemical based additives in the domestic and global markets with a loyal customer base |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Fine Organic Industries, HDFC Sec |
| 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: | Sector 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: | Sector 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 |
| TCNS Clothing is the market leader in women’s ethnic space: ICICI Direct | |
| Company: | TCNS Clothing |
| Brokerage: | ICICI-Direct |
| Date of report: | August 16, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 27% |
| Summary: | Store addition, online thrust to aid faster recovery… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, TCNS Clothing |
| Globus Spirits is a buy for the target price of Rs. 1050 (24% Upside gain): ICICI Direct | |
| Company: | Globus Spirits |
| Brokerage: | ICICI-Direct |
| Date of report: | August 11, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 24% |
| Summary: | Profitability lifts with all-time high margins… |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Globus Spirits, ICICI-Direct |