Posts tagged Motilal Oswal
| Nifty is trading at a 12- month forward P/E of 17.6x, which is at a 13% discount to its 10-year average. Top 10 stocks to buy for up tp 38% upside by MOFSL | |
| Company: | Model Portfolio |
| Brokerage: | Motilal Oswal |
| Date of report: | November 11, 2023 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 38% |
| Summary: | Our last year’s Diwali picks have done well, with some of our ideas, such as L&T (+58%), IDFC First (+48%), Lemon Tree (+38%) generating superior returns compared to Nifty’s gain of 10% |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |
| APL Apollo Tubes: Raipur Plant will boost margins through innovative product offerings. Buy for target price of Rs 1930: Motilal Oswal | |
| Company: | APL Apollo Tubes |
| Brokerage: | Motilal Oswal |
| Date of report: | October 3, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 18% |
| Summary: | The Raipur plant will manufacture only value-added products (VAP), which will drive up the overall margin profile for the company. Additionally, these plants will |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | APL Apollo Tubes |
| Indian Hotels ARR continues to inch higher. Buy for Target Price of INR410 (+36%): Motilal Oswal | |
| Company: | Indian Hotels |
| Brokerage: | Motilal Oswal |
| Date of report: | February 1, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 36% |
| Summary: | We expect the strong momentum to continue in FY23-25, led by: a) a further improvement in ARR and occupancy due to favorable demand-supply dynamics; b) higher income from management contracts; and c) unlocking value by launching the reimagined and new brands. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Indian Hotels |
| Can Fin Homes is in the pink of health. Growth trajectory is intact. Buy for target price of Rs 630 (29% gain): Motilal Oswal | |
| Company: | Can Fin Homes |
| Brokerage: | Motilal Oswal |
| Date of report: | December 23, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 29% |
| Summary: | CANF, in our view, is a franchise which has proven its astute underwriting, strong risk management, and inclination to deliver industry-leading loan growth in the mortgage sector at least (if not more) over the last decade |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Can Fin Homes |
| New Year Outlook & Top Picks – 2023 by Motilal Oswal | |
| Company: | Model Portfolio |
| Brokerage: | Motilal Oswal |
| Date of report: | December 22, 2022 |
| Type of Report: | Model Portfolio |
| 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. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Model Portfolio |
| Indian Hotels is rapid scaling up margin-accretive new businesses. Buy for target price of Rs 390: Motilal Oswal | |
| Company: | Indian Hotels |
| Brokerage: | Motilal Oswal |
| Date of report: | December 19, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 19% |
| Summary: | Indian Hotel’s (IH’s) new and re-imagined businesses Ama Stays, Qmin, Chambers, and Management contracts are expected to scale up rapidly on the lower base and high growth runway. These businesses are margin accretive with higher margin flowthrough, thereby driving up the RoCE. The new business is expected to contribute ~26% to the company’s operating profits by FY25. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Indian Hotels |
| Home First Finance is trading at attractive valuations. Buy for target price of Rs 900 (34% upside): Motilal Oswal | |
| Company: | Home First Finance |
| Brokerage: | Motilal Oswal |
| Date of report: | November 16, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 34% |
| Summary: | Home First Finance (HomeFirst), in our view, is among the few high-quality and transparent franchises in the listed Affordable Housing Finance (AHFC) sector. Particularly, the company has demonstrated consistent execution on its guided metrics, across AUM growth, margins/spreads, asset quality, and credit costs. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Home First Finance |
| Buy Grasim for target price of Rs. 1715 (19% gain): Motilal Oswal | |
| Company: | Grasim |
| Brokerage: | Motilal Oswal |
| Date of report: | July 20, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 19% |
| Summary: | We remain positive on GRASIM’s entry into the Paints business, and believe its brand equity as well as its ability to leverage the distribution network of Birla White will help it achieve a reasonable scale in this business |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Grasim |
| Deepak Nitrite has the most lucrative profile in the entire Specialty Chemicals space: Motilal Oswal | |
| Company: | Deepak Nitrite |
| Brokerage: | Motilal Oswal |
| Date of report: | August 23, 2021 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 12% |
| Summary: | Focus on advance/high value products intensifies |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Deepak Nitrite |
| Top 4 Specialty Chemicals Stocks To Buy Now: Motilal Oswal | |
| Company: | Model Portfolio, Motilal Oswal, Specialty Chemicals |
| Brokerage: | Motilal Oswal |
| Date of report: | August 23, 2021 |
| Type of Report: | Sector Report |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Indian Specialty Chemicals to benefit from China+1 strategy |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Speciality Chemicals |