Posts tagged IDBI Capital
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).
| M&M is a “Lethal Combination of Growth and Value Creation” & a “compelling buy”: IDBI Capital | |
| Company: | M&M, Mahindra & Mahindra |
| Brokerage: | IDBI Capital |
| Date of report: | May 30, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 57% |
| Summary: | Compelling Valuations: BUY with 57% upside: Based on Standalone earnings, the stock is quoting at PER of 14.8xFY24 earnings despite 25% earnings CAGR and ~17% ROE profile. However, based on its core business (Auto and Farm), net of subsidiary valuations of Rs 574/share, the stock is quoting at PER of 7.1xFY24 earnings. We find current valuations extremely attractive and retain BUY rating and target price of Rs 1,565 implying 57% upside. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | M&M |
| Nilkamal Research Report By IDBI Capital | |
| Company: | Nilkamal |
| Brokerage: | IDBI Capital |
| Date of report: | August 3, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 15% |
| Summary: | Good start!!! |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Nilkamal |
| GMR Infrastructure Initiating Coverage Research Report By IDBI Capital | |
| Company: | GMR Infra |
| Brokerage: | IDBI Capital |
| Date of report: | March 16, 2018 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 78% |
| Summary: | Re-rating of airport assets – and subsequent value unlocking is on cards |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | GMR Infra |
| Rain Industries Research Reports By IDBI Capital & Motilal Oswal | |
| Company: | Rain Industries |
| Brokerage: | IDBI Capital, Motilal Oswal |
| Date of report: | February 28, 2018 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 37% |
| Summary: | Carbon segment spreads on an uptrend |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Motilal Oswal, Rain Industries |
| Rain Industries Q3CY17 Result Review Research Report By IDBI Capital | |
| Company: | Rain Industries |
| Brokerage: | IDBI Capital |
| Date of report: | November 8, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 23% |
| Summary: | Strong Carbon segment margins; Outlook positive |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Rain Industries |
| Phillips Carbon Black Research Reports By ICICI-Direct & IDBI Capital | |
| Company: | Phillips Carbon Black |
| Brokerage: | ICICI-Direct, IDBI Capital |
| Date of report: | August 31, 2017 |
| Type of Report: | Initiating Coverage, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 35% |
| Summary: | Improving operating matrix, re-rating to sustain, retain BUY |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, Phillips Carbon Black |
| Trident Ltd Research Reports By Motilal Oswal, Edelweiss & IDBI Capital | |
| Company: | Trident Ltd |
| Brokerage: | Edelweiss, IDBI Capital, Motilal Oswal |
| Date of report: | August 23, 2017 |
| Type of Report: | Initiating Coverage, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 51% |
| Summary: | An attractive utilization play |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Edelweiss, Motilal Oswal, Trident Ltd |
| Research Reports On Sunteck Realty By ICICI-Direct & Axis Direct | |
| Company: | Sunteck Realty Ltd |
| Brokerage: | Axis Direct, ICICI-Direct |
| Date of report: | June 23, 2017 |
| Type of Report: | Investors' Presentation, Result Update |
| Recommendation: | Buy |
| Upside Potential: | 30% |
| Summary: | Sun(teck) set to rise!!! |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | ICICI-Direct, Sunteck Realty Ltd |
| Rain Industries Research Report By IDBI Capital (May 2017) | |
| Company: | Rain Industries |
| Brokerage: | IDBI Capital |
| Date of report: | May 8, 2017 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 23% |
| Summary: | Carbon segment leads the beat; outlook positive |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Rain Industries |
| Research Reports On Trident Ltd By IDBI Capital, Ventura Securities, CRISIL, HDFC Sec & Dynamic Levels | |
| Company: | Trident Ltd |
| Brokerage: | CRISIL, Dynamic Levels, HDFC Sec, IDBI Capital, Ventura |
| Date of report: | February 27, 2017 |
| Type of Report: | Initiating Coverage, Result Update, Sector Report |
| Recommendation: | Buy |
| Upside Potential: | 48% |
| Summary: | Structural shift in India’s competitive position; India gaining share in US home textiles market |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | CRISIL, Dynamic Levels, HDFC Sec, Trident Ltd, Ventura |