| 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: | Sector 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 |
| Emudhra Ltd is seeing strong performance. Demand environment is strong. Buy for target price of Rs 556 (Yes Securities | |
| Company: | Emudhra |
| Brokerage: | Yes Securities |
| Date of report: | November 9, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 22.7% |
| Summary: | Strong performance led by expansion of the Enterprise business in foreign markets |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Emudhra |
| The BSE stock has rallied ~2.5x in the last six months led by market share gains. It is still a good buy for 22% upside: HDFC Sec | |
| Company: | BSE Ltd |
| Brokerage: | HDFC Sec |
| Date of report: | November 10, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 22% |
| Summary: | The stock has rallied ~2.5x in the last six months led by market share gains and is currently trading at a P/E of 37/30x FY25/26E vs 5Y average 1Y-fwd P/E ~21x |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | BSE, HDFC Sec |
| Hindware Home Innovation is a buy for target price of Rs 637 (34% upside): Nuvama | |
| Company: | Hindware Home Innovation |
| Brokerage: | Nuvama |
| Date of report: | November 10, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 34% |
| Summary: | From being a manufacturer of just one product, HINDWARE has grown significantly to gain market leadership in sanitary ware and is a major faucet ware player. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Hindware Home Innovation |
| Nifty is trading at a 12- month forward P/E of 17.6x, which is at a 13% discount to its 10-year average. Top 10 stocks to buy for up tp 38% upside by MOFSL | |
| Company: | Model Portfolio |
| Brokerage: | Motilal Oswal |
| Date of report: | November 11, 2023 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 38% |
| Summary: | Our last year’s Diwali picks have done well, with some of our ideas, such as L&T (+58%), IDFC First (+48%), Lemon Tree (+38%) generating superior returns compared to Nifty’s gain of 10% |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio, Motilal Oswal |
| 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 |
| Engineers India is a High Conviction Buy Idea for target price of Rs 160 (25% upside): Strong growth available at attractive valuations: ICICI Direct | |
| Company: | Engineers India Ltd |
| Brokerage: | ICICI-Direct |
| Date of report: | October 30, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 25% |
| Summary: | With strong order inflows in FY23-Q1FY24, better segment mix, focus on new export markets we believe company’s financial performance to improve significantly over FY23-25E as compared to FY20-23. Revenue and PAT are expected to register 15.5% and 23.1% CAGR over FY23-FY25E, respectively. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Engineers India Ltd, ICICI-Direct |