Buy, Sell, Hold: 3 stocks in focus on January 1, 2018

Buy, Sell, Hold: 3 stocks in focus on January 1, 2018

HDFC Life

Brokerage: CLSA | Rating: Initiate coverage with buy | Target: Rs 455

The brokerage house said that the company is one of India’s leading & most profitable life insurers and is set to benefit from domestic expansion and market share gains. Further, it expects 24 percent CAGR in new premiums over FY17-20. It also anticipates margin expansion to drive 18 percent CAGR in embedded value.

Sun TV

Brokerage: B&K | Rating: Outperform | Target: Raised to Rs 1,180

B&K said that the firm is set for a strong earnings rebound ahead on the back of multiple tailwinds. Further, the discussions with management points to a stronger outlook. It sees scope for core advertisement and subscription revenues.

Lupin

Brokerage: IIFL | Rating: Reduce

The brokerage house said that at the peak, Fortamet & Glumetza contributed 45% to co’s EBITDA. From its peak, Glumetza contribution declined due to incremental competition and believes that Fortamet was somewhat protected due to only Mylan coming back in. It sees challenging times as the firm has warning letters for two of the key facilities.

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864
Free Trial

0 comments:

Top buy & sell ideas by Mitessh Thakkar, Ashwani Gujral & Rajat Bose for December 29

Rajat Bose of rajatkbose.com is of the view that one may buy Bharat Forge with a target at Rs 738-743.

By CNBC-TV18

The Nifty futures on the Singaporean stock exchange were trading higher by around 3 points at 10511.50. This indicates that the domestic market is likely to open on a flat note.

Moneycontrol.com has collated a list of trading ideas from top market experts which one can take cues for better returns:

Mitessh Thakkar of mitesshthakkar.com

Buy HCC with a stoploss of Rs 39 and target of Rs 44

Sell South Indian Bank with a stoploss of Rs 31.50 and target of Rs 29.50

Buy Tata Steel with a stoploss of Rs 722 and target of Rs 765

Buy Chambal Fertilisers with a stoploss of Rs 147 and target of Rs 170

Sell Karnataka Bank with a stoploss of Rs 152.50 and target of Rs 143

Ashwani Gujral of ashwanigujral.com

Buy Balkrishna Industries with a target at Rs 1235 and stoploss at Rs 1180

Buy GMR Infra with a target at Rs 25 and stoploss at Rs 18

Sell Syndicate Bank with a target at Rs 70 and stoploss at Rs 82

Sell  Union Bank of India with target at Rs 137 and stoploss at Rs 149

Sell Andhra Bank with target at Rs 55 and stoploss at Rs 61

Rajat Bose of rajatkbose.com

Buy Bharat Forge with a target at Rs 738-743 and stoploss at Rs 727.80

Buy CG Power with a target at Rs 95-97.40 and stoploss at Rs 90.40

Buy HDIL with a target at Rs 61-63 and stoploss at Rs 57.75

Sell IDFC Bank January Future with target at Rs 53.75-52.85 and stoploss at Rs 55.30

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

Free Trial

0 comments:

Buy, Sell, Hold: 4 stocks and 1 event are on analysts’ radar today

Marico, NTPC, and Sun Pharma, among others, are being tracked by investors on Thursday.

Addl Borrowing

Brokerage: IDFC

The broking firm said that fears of bond traders come true as government announces additional borrowing. Further, the government could head towards a fisc gap of additional 0.4% of GDP in FY18. Even as the market was factoring in some slippage in FY, gap appears to be large.

Brokerage: Citi

Addl Borrowing

Brokerage: IDFC

The broking firm said that fears of bond traders come true as government announces additional borrowing. Further, the government could head towards a fisc gap of additional 0.4% of GDP in FY18. Even as the market was factoring in some slippage in FY, gap appears to be large.

Brokerage: Citi

Marico

Brokerage: Antique | Rating: Buy | Target: Rs 363

Antique expects the firm to post 8% like-to-like growth in Q3 cons revenue. It estimate profit at rs 210 crore (10% yoy growth) in Q3. Parachute oil & value added hair oils continued to post double digit volume growth. It expects Bangladesh to record double digit constant currency growth.

Mahindra CIE

Brokerage: Motilal | Rating: Initiate coverage with a buy | Target: Rs 297

The brokerage expects consolidation & operating leverage to drive 29% EPS CAGR. Further, the firm is primed for a growth phase, after three years of consolidation. All ingredients are in place for sustained growth.

Sun Pharma

Brokerage: Goldman Sachs | Rating: Buy | Target: Rs 600

The global investment bank said that delayed Halol resolution & US price erosion intensity key risks. Further, the US FDA accepting NDA filing of OTX-101, is in-line with expectations.

NTPC

Brokerage: Motilal | Rating: Buy | Target: Rs 211

The brokerage said that declining PLF is impacting operating efficiencies of plants. Lower coal cost & relaxed regulatory norms provide some relief and revised regulatory norms can compensate earnings by 2 percent. As capitalisation outpaces capex, RoE will get a boost.

 Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

https://www.capitalways.com/

Free Trial

0 comments:

Buy, Sell, Hold: 3 stocks and 1 sector on analysts radar today

Citi said it has maintained Indraprastha Gas as its preferred long-term pick and Gujarat State Petronet remained its preferred near-term pick while it stayed constructive on Gujarat Gas & Petronet LNG. However, it has a sell call on Mahanagar Gas.

Sanghi Industries

Brokerage - Motilal Oswal | Rating - Buy | Target - Rs 157

Motilal Oswal has initiated coverage with 'Buy' rating on Sanghi Industries and set a target price of Rs 157, implying a potential upside of 23 percent from Monday's closing price.

Sanghi Industries is one of the lowest cost cement producers due to its quality limestone, locational advantage and strong integration across the manufacturing value chain. Its strength lies in its access to 1b tonne of quality marine limestone reserves.

The research house expects Sanghi's margins to expand by 8.4 percentaget points over FY17-20 led by commissioning of a waste heat recovery system (WHRS), focusing on coastal mode of transportation by way of acquisition of ships and favorable revenue mix with higher proportion of Portland Pozzolana Cement (PPC).

According to Motilal Oswal, Sanghi Industries is a strong re-rating candidate led by expected increase in its capacity from 4.1mt now to 8.2mt over the next 30 months and anticipated scale benefits led by diversification into new higher-priced markets.

The research house expects operating income CAGR of 33 percent over FY17-20, with improved pricing and positive operating leverage leading to 26 percent CAGR in EBITDA per tonne.


It also expects return on equity to increase by 11 percentage points to 16.8 percent in FY20, led by a sharp uptick in profitability.

NBCC

Brokerage - Citi | Rating - Buy | Target - Rs 270

Citi has maintained its Buy rating on NBCC with a target price of Rs 270 per share as long-term structural advantages remain intact.

Current orderbook provides many years of revenue visibility for the company, the research house feels.

Kotak Mahindra Bank

Brokerage - Edelweiss Securities | Rating - Buy | Target - Rs 1,205

Edelweiss Securities has upgraded its rating on Kotak Mahindra Bank to buy from hold with increased target price at Rs 1,205 per share (from Rs 1,056), given improved visibility on transitioning to steady-state returns profile in the near term.

"We have been positive on Kotak Mahindra Bank directional and long-term potential. And, our recent interaction with management instils confidence in the bank’s short-term prospects as well given: a) culmination of integration pangs (opex & cost); b) crystalisation of revenue synergies around the corner (loan growth likely to perk up); and c) building blocks in place for profitable scale," the research house said.

Moreover, strong tailwinds buoying financial savings businesses are icing on the cake, it added.

Edelweiss said the merger of ING Vysya Bank, though optically seemed to be inexpensive, did entail challenges including HR-related issues and stress recognition in ING's book. However, merger pangs were lower than estimated on operating expenses and asset quality fronts.

It believes integration challenges are now over and expect cost synergies to play through.

Gas companies

Citi said it has maintained Indraprastha Gas as its preferred long-term pick and Gujarat State Petronet remained its preferred near-term pick while it stayed constructive on Gujarat Gas & Petronet LNG. However, it has a sell call on Mahanagar Gas.

The research house sees material upside potential in GAIL from implementation of unified tariffs. It has retained neutral rating on GAIL on a riskier commodity-linked business profile.

Assuming 18 percent tariff hike, Citi has set a target price for the stock at Rs 510 per share while in bull case scenario, the target price is Rs 609 per share on assumption that there could be 54 percent tariff hike.

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

Free Trial

1 comments:

Bulls Eye: Buy India Cements, HCC, Century Textiles, Apollo Tyres, L&T Finance, Oil India

Gaurav Ratnaparkhi of Sharekhan recommends buying Century Textiles with a stoploss at Rs 1370 and target of Rs 1475 and a buy on Apollo Tyres with a stoploss at Rs 261 and target of Rs 285.

Bull's Eye, CNBC-TV18's popular game show, where market experts come together to dish out trading strategies for you to make your week more exciting and compete with each other to see whose portfolio is the strongest.

Remember these are midcap ideas not just for the day, but stocks that look attractive in the medium-term as well.

This week, Gaurav Ratnaparkhi, Vijay Chopra and Vishal Malkan battle it out for top honours.

Below their top stock picks and analysis:

Gaurav Ratnaparkhi of Sharekhan

Sell PC Jeweller Futures with a stoploss at Rs 453.20 and target of Rs 424.20

Sell Godrej Industries Futures with a stoploss at Rs 617 and target of Rs 580

Buy Century Textiles with a stoploss at Rs 1370 and target of Rs 1475

Buy Apollo Tyres with a stoploss at Rs 261 and target of Rs 285

Vijay Chopra of enochventures.com

Buy Oil India Limited with a stoploss at Rs 350 and target of Rs 370

Buy HCC with a stoploss at Rs 36 and target of Rs 43

Buy India Cements with a stoploss at Rs 180 and target of Rs 189

Buy Anant Raj with a stoploss at Rs 61 and target of Rs 74

Vishal Malkan of malkansview.com

Buy L&T Finance Holdings with a stoploss at Rs 175 and target of Rs 190

Buy Strides Shasun with a stoploss at Rs 810 and target of Rs 860

Buy Century Textiles with a stoploss at Rs 1370 and target of Rs 1475

Buy Apollo Tyres with a stoploss at Rs 261 and target of Rs 285

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

Free Trial

0 comments:

Stocks in the news: Sun Pharma, HDFC, Future Supply, Varun Beverages, RCom, Pidilite, IVRCL

Sun Pharma | HDFC | Coal India | Varun Beverages | Reliance Communications | Canara Bank | Pidilite Industries | Pincon Spirit | Dalmia Bharat | SQS India and IVRCL are stocks, which are in the news today.

Here are stocks that are in news today:

HDFC
-Sells 6.3 percent stake in Computer Age Management Services Pvt Ltd to Great Terrain investment an affiliate of Warburg Pincus for Rs 209 crore
-CAMS has a Pan India network of 265 service centres
-Revenue for 2017 was Rs 478 crore

Reliance Communications
-Joint Lenders forum meeting scheduled for Thursday: HBL
-Jio leads the race to buy Reliance Communications' assets

Textile sector
-Cabinet approves scheme for capacity building in textile sector
-Cabinet approves outlay of Rs 1,300 crore during FY18-20 for new skill development scheme

Other stocks and sectors that are in news today:

-2G case verdict today

-Sun Pharma subsidiary Taro gets US FDA nod for Clindamycin Phosphate & Benzoyl Peroxide Gel (used to treat moderate acne)

-Canara Bank board meeting on December 26 to consider fund raising via QIP
-IVRCL enters into share purchase agreement with Cube Highways for sale of entire stake in Salem tollways and Kumarapalayam Tollways ltd

-Pidilite board to consider buyback of shares on December 26

-Pincon Spirit is under forensic audit net to check misuse of funds

-Creditors approve extending period of corporate insolvency resolution process of Jyoti Structures by 90 days

-Dalmia Bharat to acquire Murli Industries: Report

-Varun Beverages to acquire Pepsico India’s franchised sub territory in Jharkhand

-SQS India says Assystem Services made an open offer to acquire 27.82 lakh shares, or 26 percent stake at Rs 475.27 each

-Coal India board approves long term linkage under SHAKTI auction for 9000 MW

-Griffin Partners acquires 14.64 percent stake in Future Supply Chain on the listing day, December 18

Disclosure: Reliance Industries Ltd. is the sole beneficiary of Independent Media Trust which controls Network18 Media & Investments Ltd.

 Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

https://www.capitalways.com/

Free Trial

0 comments:

Top buy & sell ideas by Mitessh Thakkar & Prakash Gaba for December 2017

Mitessh Thakkar of mitesshthakkar.com recommends buying Steel Authority of India with a stop loss of Rs 81.50 and target of Rs 87, ICICI Prudential Life Insurance above Rs 398, with stop loss of Rs 391 and target of Rs 414 and a buy also on Idea Cellular with a stop loss of Rs 96 for target of Rs 103.

The Nifty futures on the Singaporean stock exchange were trading lower by around 27 points at 10442, a fall of around 0.26 percent. This indicates that the domestic market is likely to open on a negative note.

Moneycontrol.com has collated a list of trading ideas from top market experts which one can take cues for better returns:

Mitessh Thakkar of mitesshthakkar.com

Buy Steel Authority of India with a stop loss of Rs 81.50 and target of Rs 87

Buy ICICI Prudential Life Insurance above Rs 398, with stop loss of Rs 391 and target of Rs 414

Buy Idea Cellular with a stop loss of Rs 96 for target of Rs 103

Buy Reliance Capital with a stop loss of Rs 418 and target of Rs 435

Buy United Breweries with a stop loss of Rs 1050 and target of Rs 1145

Prakash Gaba of prakashgaba.com

Buy Hindustan Unilever with a target at Rs 1370 and stop loss at 1330

Buy SAIL with a target of Rs 88 and stop loss at Rs 80

Buy Tata Motors with target at Rs 435 and stop loss at Rs 410

Buy United Breweries with target at Rs 1130 and stop loss at Rs 1040

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

Free Trial

0 comments:

'BUY' or 'SELL' ideas from experts for Tuesday, 19 December 2017

Domestic equity markets are likely to witness a positive opening on Tuesday, tracking Nifty futures on the Singapore Stock Exchange (SGX Nifty) and global cues. 

ET Now spoke to various experts and here's what they have to recommend for today's trade: 

CK Narayan of Chart Advise 
PVR is a 'Buy' call with a target price of Rs 1,355 and a stop loss of Rs 1,320. 

Raymond BSE 0.96 % is a 'Buy' call with a target price of Rs 1,035 and a stop loss of Rs 1,002. 


Manas Jaiswal of manasjaiswal.com 
Jindal Steel & Power is a 'Buy' call with a target price of Rs 188 and a stop loss of Rs 171. 

Bank of BarodaBSE 1.48 % is a 'Buy' call with a target price of Rs 177 and a stop loss of Rs 165. 

Kunal Bothra, independent market expert 
NMDCBSE 1.84 % is a 'Buy' call with a target price of Rs 139 and a stop loss of Rs 130. 

Delta CorpBSE 2.80 % is a 'Buy' call with a target price of Rs 285 and a stop loss of Rs 265. 

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

Free Trial

0 comments:

Buy BPCL, HPCL, Yes Bank, Colgate Palmolive, Maruti Suzuki; sell Bharti Infratel: Sudarshan Sukhani

Sudarshan Sukhani of s2analytics.com is of the view that one can buy BPCL, HPCL, Yes Bank, Colgate Palmolive and Maruti Suzuki and can sell Bharti Infratel.

Sudarshan Sukhani of s2analytics.com told CNBC-TV18, "BPCL is a buying opportunity, it was earlier also and it continues. Something is going on in oil marketing companies. Even Hindustan Petroleum is giving the same bullish patterns, consider buying that."

"Yes Bank has a very attractive pattern, after a big decline it went into a range for one and a half months and is now willing to come out of that range. So, Yes Bank is not just a day trading or a swing buy you could actually build the positional buy also in Yes Bank."

"Colgate Palmolive has been a favourite for me for the last few weeks. It is building a very attractive base. It is eventually breaking out and could also play catch up with Hindustan Unilever and Dabur India. So I would be a buyer here. Again a positional trade is justified."

"Maruti Suzuki is a swing trading buy. It was a lifetime new high on Friday. There would be probably some upswing here, it is a short term trade but it is there."

"Just to balance these four buying opportunities I have Bharti Infratel as short sell, see the charts and you will realise why it is breaking support levels after support levels. But today’s bias should be primarily on the bullish side."

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

Free Trial


0 comments:

'BUY' or 'SELL' ideas from experts for Friday, 15 December 2017

Domestic equity markets are likely to witness a gap-up opening on Friday, tracking Nifty futures on the Singapore Stock Exchange (SGX Nifty) and global cues. 

ET Now spoke to various experts and here's what they have to recommend for today's trade: 

Kunal Bothra, independent market expert 
Bank of BarodaBSE 1.24 % is a 'Buy' call with a target price of Rs 185 and a stop loss of Rs 155. 


WockhardtBSE 1.31 % is a 'Buy' call with a target price of Rs 825 and a stop loss of Rs 725. 

CK Narayan of Chart Advise 
Wockhardt is a 'Buy' call with a target price of Rs 775 and a stop loss of Rs 750. 

ITCBSE 0.66 % is a 'Buy' call with a target price of Rs 270 and a stop loss of Rs 258. 

Manas Jaiswal of manasjaiswal.com 
Ashok Leyland is a 'Sell' call with a target price of Rs 107 and a stop loss of Rs 115. 

Indian Oil CorporationBSE 0.54 % is a 'Buy' call with a target price of Rs 422 and a stop loss of Rs 404. 

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

Free Trial

0 comments:

Buy, Sell, Hold: Here are 6 stocks being tracked by analysts today

Sun TV, S Chand and Oberoi Realty, among others, are being tracked by investors on Thursday.

Sun TV

Brokerage: HSBC | Rating: Reduce | Target: Raised to Rs 800

HSBC said that the market is not pricing potential structuring risks. While the near-term profitability looks good, there is less comfort in medium term. The firm has raised medium-term EBITDA estimates by 6 percent.

S Chand

Brokerage: Credit Suisse | Rating: Initiate Coverage with Outperform | Target: Rs 625

The global research firm highlighted that the company is a leading player in K-12 education content market. It estimates 14%/13%/25% revenue/EBITDA/EPS CAGR over FY17-20. It estimate 4% free-cash-flow yield in FY19.

Tata Comm

Brokerage: IDFC | Rating: Underperform | Target: Rs 655

IDFC said that approval for demerger of surplus land is a positive thing for the company. Stock is already reflecting value unlocking from the listing of de-merged entity. It likes the firm’s services portfolio, but business execution needs to improve for constructive view.

Axis Bank

Brokerage: Prabhudas Lilladher | Rating: Upgrade to Buy | Target: Raised to Rs 654

The target price hike implies an upside of 44 percent. The brokerage said that the rerating on stock was warranted in valuations. Further, the issue of high slippages and credit costs overshadowed all the positives. It also sees ROAs improving from 0.8% in FY18 to over 1.6% in FY20.

Oberoi Realty

Brokerage: Motilal Oswal | Rating: Initiate Coverage with buy | Target: Rs 580

The brokerage house said that the foray into affordable housing completes its bouquet of offerings. It expects the company to be a key beneficiary of the likely consolidation post RERA. Further, the expansion will result in leasing income increasing by 4 times over the next five years.

ONGC

Brokerage: CLSA | Rating: Buy | Target: Rs 225

CLSA said that the stock is already building worst case on HPCL acquisition. Further, fears of overpaying in the pending HPCL acquisition have made the company underperform OIL. It sees $7.7 billion worst-case value leakage assuming HPCL’s acquisition at 80% premium.

 Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864
https://www.capitalways.com/

Free Trial

0 comments:

Bull's Eye: Buy Aban Offshore, PC Jeweller, HOEC, Gruh Finance; sell Concor

Ruchit Jain of Angel Broking advises buying Jubilant Lifescience with a target of Rs 724.

Bull's Eye, CNBC-TV18's popular game show, where market experts come together to dish out trading strategies for you to make your week more exciting and compete with each other to see whose portfolio is the strongest.

Remember these are midcap ideas not just for the day, but stocks that look attractive in the medium-term as well.

This week, Sumeet Jain, Ashish Kyal and Ruchit Jain battle it out for top honours.

Below their top stock picks and analysis:

Sumeet Jain of Destimoney Securities

Buy Century Ply with a stoploss at Rs 325 and target of Rs 352

Buy Gruh Finance with a stoploss at Rs 507 and target of Rs 542

Buy Hindustan Oil Exploration (HOEC) with a stoploss at Rs 133 and target of Rs 154

Buy Aban Offshore with a stoploss at Rs 201 and target of Rs 224

Ashish Kyal of Waves Strategy Advisors

Buy BPL with a stoploss at Rs 99.90 and target of Rs 112

Buy PC Jeweller with a stoploss at Rs 432 and target of Rs 465

Buy ICICI Lombard with a stoploss at Rs 764 and target of Rs 814

Buy Puravankara with a stoploss at Rs 161.50 and target of Rs 178

Ruchit Jain of Angel Broking

Buy Hindustan Oil Exploration (HOEC) with a stoploss at Rs 131 and target of Rs 147

Buy Jubilant Lifescience with a stoploss at Rs 668 and target of Rs 724

Sell Hindustan Zinc with a stoploss at Rs 296 and target of Rs 282

Sell Container Corporation of India (Concor) with a stoploss at Rs 1320 and target of Rs 1244

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

Free Trial

0 comments:

Morgan Stanley stays bullish on Maruti, cites superior RoCE

Morgan Stanley has reiterated its bullish stance on India’s largest carmaker Maruti SuzukiBSE 0.03 % India, raising its target price on the stock to Rs 10,563 — the highest on the Street. The target price was Rs 9,102 earlier. 

Its best-case scenario pegs target price for the carmaker at Rs 14,400, implying a 57.5% upside potential from the current levels. 

Maintaining its ‘overweight’ rating on Maruti Suzuki IndiaBSE 0.03 %, Morgan Stanley cited end-market opportunity an superior return on capital to justify the premium valuation. 

The stock hit a record high of Rs 9,167.7 in Monday’s session on the back of the report, before closing at Rs 9,141.35, up 1.1% from Friday’s close. 

“We maintain our forecast of 22% F18-20 EPS CAGR and roll forward our price target to March 2019 (as against September 2018 previously). Given our base case assumption that MSIL (Maruti SuzukiBSE 0.03 % India) will maintain a stronghold on the India market, we believe MSIL’s high multiple is justified by the opportunity size. Further, with 22% return on capital em in FY17, MSIL is one of the most profitable car OEMs globally,” said Morgan Stanley. 

 Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

https://www.capitalways.com/

Free Trial

0 comments:

Top buy & sell ideas by Ashwani Gujral, Mitessh Thakkar & Prakash Gaba for December 11

Mitessh Thakkar of miteshthacker.com advises buyinmg Axis Bank with a target of Rs 555.

The Nifty50 futures on the Singapore Stock Exchange were trading 40 points higher at 10329 indicating a positive opening for the domestic market.

Moneycontrol.com has collated a list of trading ideas from top market experts which one can take cues for better returns:

Ashwani Gujral of ashwanigujral.com

Buy Sonata Software with a stoploss of Rs 233, target Rs 248

Buy Bombay Dyeing with a stoploss of Rs 225, target Rs 242

Buy PC Jeweller with a stoploss of Rs 410, target Rs 435

Buy Piramal Enterprises with a stoploss of Rs 2850, target Rs 2970

Buy Pidilite Industries with a stoploss of Rs 880, target Rs 930

Mitessh Thakkar of miteshthacker.com

Buy Axis Bank with a target of Rs 555, stoploss at Rs 537.50

Buy Dabur India with a target of Rs 362, stoploss at Rs 345

Buy Divis Laboratories with a target of Rs 1095, stoploss at Rs 1029

Sell Jet Airways with a target of Rs 640, stoploss at Rs 680

Buy MRF with a target of Rs 69500, stoploss at Rs 67500

Prakash Gaba of prakashgaba.com

Buy Indian Oil Corporation with a target of Rs 415, stoploss at Rs 396

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

Free Trial

0 comments:

Top buy & sell ideas by Ashwani Gujral, Mitessh Thakkar & Prakash Gaba for December 8

Ashwani Gujral of ashwanigujral.com recommends buying Tata Global Beverage with a stop loss of Rs 278, target of Rs 294, DLF with a stop loss of Rs 235, target of Rs 242 and a buy also on KEC International with a stop loss of Rs 338, target of Rs 360.

The Nifty futures on the Singaporean stock exchange were trading higher by around 3 points at 10204, a rise of around 0.03 percent. This indicates that the domestic market is likely to open on a flat note.

Moneycontrol.com has collated a list of trading ideas from top market experts which one can take cues for better returns:

Ashwani Gujral of ashwanigujral.com

Buy NCC with a stop loss of Rs 118, target of Rs 130

Buy Tata Global Beverage with a stop loss of Rs 278, target of Rs 294

Buy DLF with a stop loss of Rs 235, target of Rs 242

Buy KEC International with a stop loss of Rs 338, target of Rs 360

Buy Voltas with a stop loss of Rs 610, target of Rs 645

Mitessh Thakkar of miteshthacker.com

Buy Brittania Industries with a stop loss of Rs 4850 for target of Rs 5075

Buy Idea Cellular with a stop loss of Rs 95 for target of Rs 103

Buy M&M Financial Services with a stop loss of Rs 448 for target of Rs 470

Sell Cipla below Rs 590 with stop loss of Rs 604 for target of Rs 565

Buy Mindtee above Rs 560 with stop loss of Rs 549 and target of Rs 585

Prakash Gaba of prakashgaba.com

Buy Adani Enterprises with target at Rs 155, stop loss at Rs 143

Buy Hindalco Industries with target at Rs 245, stop loss: Rs 233

Buy Larsen & Toubro with target at Rs 1250, stop loss at Rs 1203

Buy UPL with target at Rs 750, stop loss at Rs 700

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864

0 comments:

Buy, Sell, Hold: 10 stocks and 1 event are being tracked by analysts today

Tata Global, BHEL, and IRB Infra, among others, are on the radar of investors on Thursday.

Tata Global

Brokerage: Kotak Instl Eq | Rating: Add | Target: Unchanged at Rs 285

The brokerage house expects growth to pick up for Starbucks this year and values the JV at Rs 31 per share. It likes the company’s focus on cost management and restructure of non-core business.

BHEL

Brokerage: Edelweiss | Rating: Buy | Target: Cut to Rs 110

Edelweiss said that thermal ordering or demand hasn’t picked up, which remains a key monitorable. It sees FY19/20 earnings visibility improved with potential for further improvement. Further, the firm believes that debtor recovery witnessed in FY17 to continue going forward.

RBI Policy

Brokerage: Credit Suisse

The research firm said that the bar continues to be set high for rate cuts. Further, it added that a growth disappointment may warrant one rate cut. It reads the slight increase in inflation estimates as an adjustment to higher oil prices. It also expects CPI inflation acceleration by year-end. It is less concerned about fiscal risks that the central bank has highlighted

PI Ind

Brokerage: Credit Suisse | Rating: Initiate Coverage with Outperform | Target: Rs 1,150

The global research firm said that the company is strongly placed in the custom synthesis & manufacturing, while orderbook provides visibility. The company’s focus on specialty products in the domestic market as a key differentiator.

Nestle

Brokerage: UBS | Rating: Neutral | Target: Raised to Rs 8,500

UBS thinks that the stock could remain rangebound given recent ROIC improvement. It sees 1.5:1 upside skew in the stock's risk-return profile. It estimates upside value of Rs 9,500 and if headwinds worsen, it sees downside value of Rs 6,500.

UFO Moviez

Brokerage: Citi | Rating: Buy | Target: Rs 610

Citi said that consolidation will enhance in-cinema ad opportunity. Earnings delivery and execution is the key to stock performance, it said, adding that variance in Qube’s audited actual numbers and slower government ads are among other risks.

BSE

Brokerage: Nomura | Rating: Initiate Coverage with Neutral | Target: Rs 1,000

The brokerage things large part of the company’s business value is driven by its non-core segment. A significant ramp-up in core EBIT may be only partly sustainable. Over FY17-20, we expect 4% CAGR in core EBIT. Excluding revenues from illiquid segment, it expects 11 percent CAGR.

TVS Motor

Brokerage: Motilal Oswal | Rating: Neutral | Target: Rs 764

Motilal Oswal said that Apache RR310 priced At Rs 2.05 Lakh (ex-showroom), is a premium of over 40% to Dominar. The company expects to sell 10,000 Apache RR310 bikes worldwide in the first year. According to its estimates, the firm could sell 15,000 units in FY19. The brokerage is positive on the firm since coverage initiation in November 2013. Further, it likes the continued improvement in competitive positioning and financial performance.

Granules

Brokerage: Motilal Oswal | Rating: Buy | Target: Rs 200

The brokerage said that the firm is gearing up for next phase of growth. Further, JV business will be impacted in the near term due to deferral of sales as a key client. Impact of ramp-up in production in traditional business will be visible over the next 12-18 months. It believes that the stock has potential to deliver >50% return in 12-18 months.

IRB Infra

Brokerage: HSBC | Rating: Downgrade to Hold | Target: Cut to Rs 200

HSBC said that CBI filed a chargesheet against the firm, promoter, arm in land grab case. In the past, the stock has reacted negatively to such newsflow.

Sun Pharma

Brokerage: CLSA | Rating: Sell | Target: Rs 390

The brokerage said that Tildrakizumab may witness strong competition from Risankizumab. Further, an early generic competition in Restasis is a major risk for Seciera.

Capital Ways Investment Adviser
605, Industry House , AB road Indore (MP) 452001
7771800797, 8517810864
Free Trial

0 comments:

Subscribe to: Comments (Atom)

Top buy & sell ideas by Ashwani Gujral, Mitessh Thakkar, Prakash Gaba for short term

Mitessh Thakkar of mitesshthakkar.com suggests selling Aurobindo Pharma with a stop loss of Rs 731 for target of Rs 696 and Bank of Baroda...