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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).
 
ROLLOVER ANALYSIS: REMAIN BULLISH AND USE ANY CORRECTIONS TO ACCUMULATE LONG POSITIONS WITH SL OF 18000: HDFC Sec
Company:
Brokerage:
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.
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Thematic report on the Hotels Sector (Indian Hotels & Lemon Tree) by HDFC Sec
Company: , ,
Brokerage:
Date of report: January 27, 2023
Type of Report: Sector Report
Recommendation: Buy
Upside Potential: 44%
Summary:

India’s hotel industry has witnessed a robust turnaround in demand after the pandemic, led by the rising discretionary spending on tours and travels, revenge tourism, improving economic environment fuelling corporate travels and revival of mega wedding season and other cultural events
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Axis Top Picks basket has outperformed the benchmark by a significant margin due to thematic approach to Top Picks selection
Company:
Brokerage:
Date of report: January 15, 2023
Type of Report:
Recommendation: Buy
Upside Potential: 54%
Summary:

Axis Top Picks basket outperformed the benchmark by a significant margin as it delivered an impressive return of 11% in 2022 as against 4.3% posted by Nifty 50 during the year
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Nifty Target for 2023 is 21500 (19% Upside) + Top 9 stocks to buy for 2023 with 35% gain: ICICI Direct
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Brokerage:
Date of report: December 27, 2022
Type of Report:
Recommendation: Buy
Upside Potential: 35%
Summary:

Introducing FY25E and rolling over our valuations, we now value the Nifty at 21,500 i.e. 21x P/E on FY24-25E average EPS of Rs 1020 with corresponding Sensex target at 71,600; offering a healthy potential upside of ~19%.
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Latest List Of High Dividend Yield Stocks (28 December 2022) By HDFC Sec
Company:
Brokerage:
Date of report: December 28, 2022
Type of Report:
Recommendation: Buy
Upside Potential: 14.6%
Summary:

table of companies (CNX 500 stocks) that offer dividend yield of 3.00% and above
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New Year Outlook & Top Picks – 2023 by Motilal Oswal
Company:
Brokerage:
Date of report: December 22, 2022
Type of Report:
Recommendation: Buy
Upside Potential: 100%
Summary:

India stands out like an oasis in the desert, where rest of world is facing multiple challenges. Domestic flows too have remained strong and now FIIs have turned buyers. Nifty now trades at a 1 year forward P/E of 20x, which seems fair, in our view.
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Risk reward still favours PSU bank valuations. Top 3 Stock Picks By ICICI Direct
Company: ,
Brokerage:
Date of report: December 22, 2022
Type of Report: Sector Report
Recommendation: Buy
Upside Potential: 27%
Summary:

A stellar run up by PSU banks had all eyes glued towards them. We tried to analyse the factors leading to the rally and what is in store ahead
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Top 9 Techno-Funda Stock Picks for CY23 by ICICI Direct
Company:
Brokerage:
Date of report: December 20, 2022
Type of Report:
Recommendation: Buy
Upside Potential: 100%
Summary:

History does not repeat but it rhymes: Indian equities are likely to display the same rhythm that the US and Nikkei did in 1990-2000 and 1980-1990, respectively, i.e. delivering a decadal move of 5x on headline indices. Our prognosis of various Technical studies leads us to the conclusion that the Nifty is poised to reach towards 50000 by CY30. More so, the performance of 2021 and 2022 further adds strength to our argument given the Nifty is mimicking our forecast trajectory. What is more exciting is that we are entering 2023, which, as per decadal studies, has turned out to be a strong year
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Catalysts for growth in place for Chemicals stocks. Seven stocks to buy: HDFC Securities
Company: ,
Brokerage:
Date of report: December 5, 2022
Type of Report: Sector Report
Recommendation: Buy
Upside Potential: 46%
Summary:

The chemical industry’s growth is not hostage to any one economic parameter or any one end-user industry. Rising domestic demand and the need to evolve have forced domestic chemical companies to expand their capacities to remain competitive. Our positive stance on the sector is backed by its strong growth, aided by diversity in terms of chemistries and/or technologies
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Four Stock Recommendations For December By SMIFS
Company:
Brokerage:
Date of report: December 2, 2022
Type of Report: Techno-Funda
Recommendation: Buy
Upside Potential: 66%
Summary:

SMIFS has recommended four stocks to buy with good risk-reward ratios.

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