Posts tagged HDFC Sec
| CDSL is the market leader in BO accounts with 73% market share. Buy for target price of Rs 1470: HDFC Securities | |
| Company: | CDSL |
| Brokerage: | HDFC Sec |
| Date of report: | July 13, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 21% |
| Summary: | We upgrade our rating to BUY from ADD and assign a TP of INR 1,470, based on 37x June-25E EPS. The stock has traded at an average 3Y/5Y 1-year forward P/E multiple of 42/32x. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | CDSL |
| Nifty Bull Spread Strategy by HDFC Securities | |
| Company: | Nifty |
| Brokerage: | HDFC Sec |
| Date of report: | July 13, 2023 |
| Type of Report: | Techno-Funda |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Primary trend of the Nifty is bullish as it is trading above all its important moving averages. Breadth of the market is very strong, which indicates higher probability of Nifty breaking out from the range of 19300 to 19500 levels on the upside. Therefore, we expect Nifty to trend higher in the coming week till 20 July 2023 expiry |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | NIFTY |
| STOCK FUTURES OPEN INTEREST AT ALL TIME HIGH LEVELS. REMAIN BULLISH WITH TRAILING SL OF 18500: HDFC Sec | |
| Company: | Model Portfolio |
| Brokerage: | HDFC Sec |
| Date of report: | July 1, 2023 |
| Type of Report: | Techno-Funda |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Historically Nifty has never risen for four series on the trot since June 2017 and therefore history suggests, there is a higher possibility of profit booking in the July series after three series of consecutive gains. Therefore our advise is to book profits in long positions on any rally towards 19200-19500 levels to re-enter at lower levels |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |
| Latest List Of High Dividend Yield Stocks (25 June 2023) By HDFC Sec | |
| Company: | Model Portfolio |
| Brokerage: | HDFC Sec |
| Date of report: | June 26, 2023 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 14.7% |
| Summary: | table of companies (CNX 500 stocks) that offer dividend yield of 3.00% and above |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | High Dividend Yield, 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: | Sector 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: | Top FMCG Stocks |
| ROLLOVER ANALYSIS: REMAIN BULLISH AND USE ANY CORRECTIONS TO ACCUMULATE LONG POSITIONS WITH SL OF 18000: HDFC Sec | |
| Company: | Model Portfolio |
| Brokerage: | HDFC Sec |
| Date of report: | May 26, 2023 |
| Type of Report: | Techno-Funda |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Higher open Interest in the Nifty Futures’ as compared to last series (long rollover), Lower stock Futures’ Open Interest (compared to all time highs) despite sharp rise in the Nifty from March 2023 lows, FIIS long to short ratio in the Index Futures at 1.36 (Long build up by FIIS in the Index Futures segment) and aggressive Put writing at 18000 levels indicates that downside is limited in the Nifty and one should continue to remain optimistic for the June series. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |
| Bajaj Finance Correction offers an attractive entry; upgrade to ADD for Target Price INR 6,700: HDFC Sec | |
| Company: | Bajaj Finance |
| Brokerage: | HDFC Sec |
| Date of report: | January 28, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 16% |
| Summary: | Bajaj Finance (BAF) delivered a strong operating performance, with steady NIMs in a rising interest rate and strong AUM growth (+27% YoY) environment. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Bajaj Finance |
| Equity MF Performance Summary by HDFC Securities | |
| Company: | Mutual Funds |
| Brokerage: | HDFC Sec |
| Date of report: | January 13, 2023 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Equity MF Performance Summary by HDFC Securities |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Mutual Funds |
| Buy Gujarat Themis Biosyn for target price of Rs 909: HDFC Securities | |
| Company: | Gujarat Themis Biosyn |
| Brokerage: | HDFC Sec |
| Date of report: | January 2, 2023 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 17% |
| Summary: | Prior to FY20, company was engaged in contract manufacturing of Rifamycin S for Lupin. During FY20, management decided to change business model from contract manufacturing to manufacturing and sales model; as a result the company’s operating profitability has significantly improved. Company had reported robust numbers over FY20-22 |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Gujarat Themis Biosyn |
| Devyani International riding on the strong business momentum in core brand business. Buy for target of Rs 220: HDFC Securities | |
| Company: | Devyani International Ltd |
| Brokerage: | HDFC Sec |
| Date of report: | November 30, 2022 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 18% |
| Summary: | A strong recovery in the out-of-home consumption, rising traction for branded products, aggressive store expansion plans, value proposition through an innovated menu and widening delivery reach will help DIL’s revenues clock a CAGR of 36% over FY22-24E (~23% increase due to store count) |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Devyani International Ltd |