Posts tagged ICICI-Direct
| PNC is likely to be one of the major beneficiaries of the Jal Jeevan Mission. Buy for target price of Rs 350 (34% upside): ICICI Direct | |
| Company: | PNC Infratech |
| Brokerage: | ICICI-Direct |
| Date of report: | November 16, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 34% |
| Summary: | PNC Infratech has established itself as a strong executor in the roads, water infra and airport runway segments. Additionally, superior execution capabilities via ownership of modern equipment and in-house teams enables PNC to deliver projects on time. PNC has executed 70 major infrastructure projects till date. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | PNC Infratech |
| Globus Spirits is valued at Rs 1000 i.e. 11x P/E on FY24E EPS (34% upside from CMP of Rs 747): ICICI Direct | |
| Company: | Globus Spirits |
| Brokerage: | ICICI-Direct |
| Date of report: | November 17, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 34% |
| Summary: | Globus Spirits (GSL) is the largest grain based ENA manufacturer in India with a capacity of 250 million litre. The company is also a supplier of Indian made Indian liquor (IMIL) and premium IMFL in India. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Globus Spirits |
| HAL has strong growth visibility on healthy orders flow. Buy for target price of Rs 3300 (28% upside): ICICI Direct | |
| Company: | Hindustan Aeronautics |
| Brokerage: | ICICI-Direct |
| Date of report: | November 16, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 28% |
| Summary: | We expect HAL to deliver revenue and EBITDA CAGR of 10.3% and 14.7%, respectively, over FY22-25E. PAT is likely to grow at 14.2% CAGR (FY21-25E). Increase in profitability with strong asset turnover is expected to result in healthy return ratios over FY23-25E |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Hindustan Aeronautics |
| HAL is a multi-year growth story with significant growth potential: ICICI Direct | |
| Company: | Defense Sector stocks, Hindustan Aeronautics, Model Portfolio |
| Brokerage: | ICICI-Direct |
| Date of report: | October 28, 2022 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | The Navy’s big projects in pipeline give a longer term visibility to defence shipyard companies like Mazagon Dock, Cochin Shipyard and Garden Reach. Moreover, the need of new aircraft for INS Vikrant like twin engine deck based fighter (TEDBF) to be manufactured by HAL. With these new high tech aircraft & warships, players like Bharat Electronics & Data Patterns will also benefit significantly in the future. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Defense Sector Stocks |
| Buy Tata Consumer Products for target price of Rs 950 (25% gain): ICICI Direct | |
| Company: | Tata Consumer Products |
| Brokerage: | ICICI-Direct |
| Date of report: | October 21, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 25% |
| Summary: | Tata Consumer Products (TCPL) is one of the major FMCG companies present in tea, coffee & other beverages in India, UK, US, Canada and some other geographies. In India, it also has salt, pulses, spices and other food products. Its subsidiary NourishCo is present in packaged water & other beverages. The company is in JV with Starbucks, which has 300 stores in India |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Tata Consumer |
| Top 10 Mahurat Picks By ICICI Direct | |
| Company: | Diwali Dhamaka, Model Portfolio |
| Brokerage: | ICICI-Direct |
| Date of report: | October 12, 2022 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Given the scenario, we see reasonable opportunities across the market spectrum with key filter being quality. We continueto advise investors to utilise equities as a key asset class for long term wealth generation by investing in quality companieswith 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 |
| Nifty Target (using FY24E EPS) is 19,425: ICICI Direct | |
| Company: | Index, Model Portfolio |
| Brokerage: | ICICI-Direct |
| Date of report: | August 19, 2022 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Present market offers an attractive risk-reward play to build a long term portfolio of quality companies, which have lean balance sheets, are capital efficient in nature and have growth longevity |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |
| Bharat Electronics is a buy for target price of Rs 290 (24% gain): ICICI Direct | |
| Company: | Bharat Electronics |
| Brokerage: | ICICI-Direct |
| Date of report: | June 1, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 24% |
| Summary: | Bharat Electronics (BEL) is a leading aerospace and defence electronics company. It primarily manufactures advance electronics products.. It has a strong balance sheet, double digit returns ratios |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Bharat Electronics |
| 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 |
| 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: | Model Portfolio, NIFTY |