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).
| Asian Paints premium valuation is justified: ICICI Direct | |
| Company: | Asian Paints, ICICI-Direct |
| Brokerage: | ICICI-Direct |
| Date of report: | July 22, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 16% |
| Summary: | Strong brand, market leadership position and a robust balance sheet condition justifies APL’s premium valuation |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Asian Paints, ICICI-Direct |
| HDFC Life is among the most dominant players in Indian life insurance industry: ICICI Direct | |
| Company: | HDFC Life |
| Brokerage: | ICICI-Direct |
| Date of report: | July 20, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 19% |
| Summary: | HDFC Life is among the most dominant players in Indian life insurance industry with strong distribution network, parentage, operating metrics |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | HDFC Life, ICICI-Direct |
| Prism Johnson Ltd: Research Report By SMIFS | |
| Company: | Prism Johnson Ltd |
| Brokerage: | Stewart & Mackertich |
| Date of report: | July 16, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 23% |
| Summary: | Cement division would continue to be key contributor in the company’s profitability |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Prism Johnson Ltd, Stewart & Mackertich |
| Jamna Auto Industries is a play on multi-year CV cycle; further re-rating potential: Nirmal Bang | |
| Company: | Jamna Auto |
| Brokerage: | Nirmal Bang |
| Date of report: | July 15, 2021 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 22% |
| Summary: | Play on multi-year CV cycle; further re-rating potential |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Jamna Auto Industries, Nirmal Bang |
| 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, Sector Report |
| 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 |
| Tata Steel is currently in a sweet spot & has a BUY recommendation: ICICI Direct | |
| Company: | Tata Steel |
| Brokerage: | ICICI-Direct |
| Date of report: | July 7, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 23% |
| Summary: | TSL is currently in a sweet spot |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, Tata Steel Ltd |
| 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: | Sector 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 |
| Triveni Engineering is well placed to benefit from distillery volumes: ICICI Direct | |
| Company: | Triveni Engineering |
| Brokerage: | ICICI-Direct |
| Date of report: | June 30, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 40% |
| Summary: | Well placed to benefit from distillery volumes |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, Triveni Engineering |
| NIFTY target raised to 17400 + Top 16 Small Cap, Mid Cap and Large Cap Stocks To Buy | |
| Company: | Model Portfolio |
| Brokerage: | Axis Securities |
| Date of report: | July 1, 2021 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 33% |
| Summary: | Raise December NIFTY target to 17400 |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Axis Securities, Model Portfolio, NIFTY, Top Picks |
| Research Reports On NMDC (Latest stock pick of Radhakishan Damani) | |
| Company: | NMDC |
| Brokerage: | Motilal Oswal, Sharekhan |
| Date of report: | June 22, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 20% |
| Summary: | Earnings outlook remains strong |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Motilal Oswal, NMDC, Sharekhan |