In this post, I am trying to compile shares recommendations by reputed brokerage houses for medium to long term investment. These includes Large Cap , Midcap & small cap shares.
I will be updating this post periodically to include new recommendations.
DISCLAIMER: These stocks are recommended by Brokerage houses and compiled from popular websites like MoneyControl, ET etc for benefit of members. These are NOT our views.
11-Feb-2014 ET
- Apollo Hospitals (Target 1150)
- Yes Bank (Nomura Buy – Target 550)
- Bank of Baroda (KR Choksey, Target 650)
- Cadila Healthcare (Kotak, target 920)
- Kotak Mahindra (HdfcSec , Target 729)
Top 10 midcap stocks which can return over 20% in 9-12 months (ET 12 Feb 2014)
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ShareKhan – ET 01-Feb 2014
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5 Mid cap stocks that can give 30 % returns – Rakesh Arora, Managing Director and Head of Research, Macquarie Capital Securities (Source ET)
- PTC India
- Cox &Kings
- Aurobindo Pharma
- SKS Micro
- JB Chemicals
- IndiaBulls Real Estate
- Prestige Estates
- VST Tillers
- Adani Ports
- Ipca Lab
- Sobha Developers
- HDFC Bank
- Sintex
- Britannia
- Cadila Health
New Recommnedations
- Bank of America Merrill Lynch has maintained its ‘Buy’ rating on Bharat Forge and raised its target price to Rs 390 from Rs 325 earlier.
ICICI Securities
- Bajaj Auto:
- IndusInd Bank:
- Idea Cellular:
- ITC
- Marico
- Shree Cements:
- Oberoi Realty:
- Titan Industries:
Edelweiss Financial Services
- MindTree,
- Persistent Systems.
- Dishman
- Shasun
Manish Sonthalia of Motilal Oswal Asset Management-PMS
- Aurobindo Pharma
- Natco Pharma
- Indoco Remedies
- Glaxo Pharma
SMC Capital – Here is a list of top 10 stocks which can deliver up to 50 per cent return in 2014:
- Adani Ports: Target price set at Rs 219
- Cairn India Ltd: Target price set at Rs 421, upside seen 32%
- Crompton Greaves Ltd: Target price set at Rs 202, upside seen 53%
- Escorts Ltd: Target price set at Rs 179, upside seen 28%
- Essel Propack Ltd: Target price set at Rs 68, upside seen 30%
- Mahindra & Mahindra Ltd: Target price seen at Rs 1202, upside seen 25%
- Punjab National Bank: Target price set at Rs 798, upside seen 27%
- Sesa Sterlite Ltd: Target set at Rs 264, upside seen 33%
- Torrent Pharmaceuticals Ltd: Target price set at Rs 655, upside seen 37%
- Wipro Ltd: Target price set at Rs 705, upside seen 29%
Rakesh Jhunjhunwala’s top investment ideas for 2014
- Escorts,
- Diwan Housing Finance
- Firstsource.
- Titan
- Tata Motors
Prabhudas Lilladher:
- ITC: Target set at Rs 358, upside seen over 12%
- HDFC Bank: Target set at Rs 725, upside seen nearly 9%
- ICICI Bank: Target price set at Rs 1225, upside seen over 11%
- Wipro: Target price set at Rs 600; upside seen nearly 9%
- L&T: Target price set at Rs 1,164, upside seen nearly 9%
BofA-ML’s top five large cap stocks for 2014:
- Maruti Suzuki,
- ONGC,
- Lupin,
- TCS,
- Cipla
BofA-ML’s stocks for 2014:
- City Union Bank
- Karur Vysya.
- Jammu Kashmir Bank
- Polaris Software
- ITC and Tata Coffee
- Eicher Motors
- Aurobindo Pharma Ltd
- Bharat Forge Ltd
- Motherson Sumi Ltd
- LIC Housing Finance Ltd
IndiaNivesh Securities:
- Aurobindo Pharmaceuticals:
- Bajaj Finance: Target Price set at Rs 1648, upside seen over 6%
- Cairn India Ltd: Target price set at Rs 404, upside seen over 23%
- Coal India Ltd: Target price set at Rs 360, upside seen over 27%
- J B Chemicals Ltd: Target price set at Rs 149, upside seen over 12%
- M&M Ltd: Target set at Rs 995
Potential Performers in 2014
- Bajaj Auto:
- IndusInd Bank:
- Idea Cellular:
- ITC:
- Marico
- Oberoi Realty:
- Titan Industries:
- Shree Cements:
IIFL Picks
- Amara Raja Batteries:
- Crompton Greaves:
- Havells India:
- Bajaj Finance:
- Shriram City Union:
- MindTree:
- Info Edge:
- Biocon:
- Torrent Pharma:
- Sobha Developers:
Large and mid-caps that can surprise Street in 2014
- Elgi Equipments:
- ICICI Bank:
- Jammu and Kashmir Bank:
- Larsen & Toubro:
- Maruti Suzuki:
- Motherson Sumi:
- Repco Home:
- Sobha Developers:
Ramdeo Agarwal
- Infosys
- TCS
- Tech Mahindra
- HCL Tecnologies
- Sun Pharma
- Cipla
- Glenmark
- Nestle
Ambareesh Baliga
- L&T
- GMR
- IL&FS transportation
Voltas, - Crompton Greaves
Stock market@2014: Eleven stocks that can return up to 40%
- 1) Cummins India: Target set at Rs 540
- 2) Mahindra & Mahindra Ltd: Target price set at Rs 1,040
- 3) Bata India Ltd: Target price set at Rs 1,310
- 4) Tata Communications Ltd: Target price set at Rs 340
- 5) Bajaj Electricals Ltd: Target price set at Rs 230
- 6) Apollo Hospital Enterprises Ltd: Target price set at Rs 976
- 7) Tata Consultancy Services: Target price set at Rs 2700
- 8) Maruti Suzuki Ltd: Target price set at Rs 2250
- 9) Tata Motors Ltd: Target price set at Rs 450
- 10) Axis Bank Ltd: Target price set at Rs 1800
- 11) HUL: Target price set at Rs 700
Angel Broking
- Axis Bank:
- ICICI Bank
- TCS
- Cipla
- United Phosphorus
- Cadila Healthcare
- Tata Steel
- Hindustan Zinc
- Bajaj Auto
- Crompton Greaves
Other Recommendations
Large-Cap Stocks
- Axis Bank
- Hero MotoCorp
- Sesa Sterlite
- Tata Consultancy Services
- Zee Entertainment
- Alembic Pharma
- eClerx Services
- LIC Housing Finance
- PVR
- UPL
Espirito Santo
- Axis Bank: Fair value set at Rs 1297
- Bajaj Finserv Ltd: Fair value set at Rs 868
- Balkrishna Industries Ltd: Fair value set at Rs 362
- Bharti Airtel Ltd: Fair Value set at Rs 410
- Cipla Ltd: Fair value set at Rs 460
- Sesa Sterlite: Fair value set at Rs 205
- Wipro Ltd: Fair value seen at Rs 566
Mitesh Thacker
- Delta Corp
- Bajaj Electricals
- Monsanto.
- Adani Enterprises
- Biocon,
Midcaps turn big favourites; top 10 stocks on mutual fund radar
- Britannia
- Tech Mahindra
- Page Industries
- Divi Lab
- Federal Bank
- Amara Raja
- Vardhaman
- Idea Cellular
- Mindtree
- PI Industries
Top picks for 2014 from Sharekhan
- ITC:
- M&M:
- ICICI Bank:
- L&T:
- HCL Technologies:
- Cadila Healthcare:
- CESC:
- Jyothy Laboratories:
- Raymond:
- Selan Exploration:
- Sun TV Network:
Religare’s top four picks for 2014
- 1) Britannia Industries Ltd: Target price set at Rs 1,050
- 2) Glenmark Pharmaceuticals Ltd: Target price set at Rs 610
- 3) Jyothi Laboratories Ltd: Target price set at Rs 225
- 4) Rallis India Ltd: Target price set at Rs 210
15-Nov-2013
11 Stock that can return 30% in near term (recommended by ShareKhan)
Bajaj Corp Ltd: ‘BUY’ for a target of Rs 270, upside seen over 12%.
Bharti Airtel : ‘BUY’ for a target of Rs 395, upside seen over 16%.
HCL technologies: ‘BUY’ for a target of Rs 1350, upside seen over 24%.
HDFC Bank Ltd: ‘BUY’ for a target of Rs 712, upside seen over 10%.
ICICI Bank Ltd: ‘BUY’ for a target of Rs 1195, upside seen over 13%.
L&T Ltd: ‘BUY’ for a target of Rs 1030, upside seen nearly 10%.
Reliance Industries Ltd: ‘BUY’ for a target of Rs 1010, upside seen over 18%.
Selan Exploration Ltd: ‘BUY’ for a target of Rs 365, upside seen over 20%.
Sun Pharma Ltd: ‘BUY’ for a target of Rs 613, upside seen over 2%.
Tata Consultancy Services Ltd: ‘BUY’ for a target of Rs 2600, upside seen over 28%.
ZEE Entertainment Enterprises: ‘BUY’ for a target of Rs 300, upside seen over 8%.
Source – ET
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12-Nov-2013
PVR: BUY for a target of Rs 650, upside seen over 17% (Motilal Oswal)
J B Chemicals & Pharmaceuticals Ltd: ‘BUY’ for a target of Rs 149 (IndiaNivesh)
Phillips Carbon Black Ltd: ‘BUY’ for a target price of Rs 75, upside seen over 50% (Nirmal Bang)
Finolex Cables: ‘BUY’ for a target of Rs 77, upside seen over 17% (Geojit BNP)
Sintex Industries Ltd: BUY for a target price of Rs 41-62, upside seen over 36% (IFCI Financial & IDFC Sec)
Source: ET
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10-Jul-2013
BNP Paribas buys 15 lakh Karnataka Bank shares for Rs 17 cr ( Price Rs 113.63)
Morgan Stanley Asia (Singapore) Pte picked up 27.03 lakh shares of Apollo Tyres worth Rs 17.13 crore ( at Rs 63.37)
Rakesh Jhunjhunwala’s wife Rekha has acquired 60 lakh shares in Kesoram Industries taking her shareholding in the BK Birla-promoted company to around seven per cent. – Additional Right Shares Rs 65 apiece.
9-Jul-2013
Major Brokerage Recommendations
- Havells India – Target Rs 878. (Morgan Stanley)
- Bharti Airtel – target 370 (Citi)
- IRB Infra – Target 152 (BNP Paribas)
- Bata India – Target 990 (Nomura)
- Deepak Fertilisers – Target 145 (Edelweiss)
Prabhudas Lilladher’s top 14 largecap picks
- ITC
- Infosys
- ICICI Bank
- NTPC
- Tata Motors
- L&T
- Wipro
- Mahindra & Mahindra
- Axis bank
- Hindustan Zinc
- Adani Port & SEZ
- Yes Bank
- Shree Cement
- Ranbaxy
8-Jul-2013
Eight ‘quality’ mid-cap stocks recommended by experts
- Bajaj Corp – Target 300
- Eclerx Service – Target 950
- Supreme Industries – Target 415
- Kajaria Ceramics – Target 305
- Natco Pharma – Target 540
- Amara Raja Batteries – Target 340
- Talwalkars BV Fitness – Target 200
- KPIT Cummins – target 141
Source: ET
7-Jul-2013
Sharekhan’s top ten stocks (Large Cap)
- Bajaj Corp: Indicative target price at Rs 303
- Divi’s Laboratories Ltd: Indicative target price of Rs 1262
- HCL Technologies Ltd: Indicative target price of Rs 900
- HDFC Bank: Indicative target price of Rs 712
- ICICI Bank: Indicative target price of Rs 1320
- L&T: Indicative target price of Rs 1790
- Oil India Ltd: Indicative target price of Rs 650
- Reliance Industries Ltd: Indicative target price of Rs 1010
- State Bank of India: Indicative target price of Rs 2450
- Sun Pharma Ltd: Indicative target price of Rs 1120
- ZEE Entertainment Ltd: Indicative target price of Rs 280
Source: ET
26-Jun-2013
StanChart picks 7 emerging stocks from small, midcap space
- Aditya Birla Nuvo – Target 1465
- Motherson Sumi Systems – Target 270
- Amara Raja Batteries – Target 325
- Mindtree – Target 850
- Indraprastha Gas – Target 451
- Gujarat State Petronet – Target 94
- IRB Infrastructure – Target 233
19-June-2013
Yes Bank – CMP 475 – Target Price – 620
Goldman Sachs sees 30% upside in Yes Bank on strong fundamentals
Oberoi Realty – CMP 210 – Target Price 270
JP Morgan has upgraded the stock to “overweight” from “neutral” with a target price of Rs 270, an upside of over 28 per cent from the CMP.
M&M Financial could be next multibagger: Analysts / Anand Rathu – CMP 275 – Target 370
Sanjeev Prasad, Senior Executive Director & Co-Head, Kotak Institutional Equities, in an interview with ET Now said he is positive on IDFC and LIC Housing Finance from a valuation perspective and likes business model of both Mahindra & Mahindra Financial Services and Shriram Transport.
17-Jun-2013
1) Brokerages have maintained a ‘buy’ recommendation on auto major Mahindra & Mahindra after its automotive component arm Mahindra Systech picked up a 13.5 per cent stake in European auto components major CIE Automotive for around euro 96.24 million (Rs 740 crore) through its subsidiaries.
17-June-2013
Nomura identifies India’s 10 most competitive companies that can give long-lasting results
- 1) Amara Raja Batteries – Target price Rs 342
- 2) Cummins India – Target price Rs 496
- 3) ITC – Target price Rs 392
- 4) Nestle India – Target price Rs 4,516
- 5) Asian Paints – Target price Rs 4,105
- 6) Pidilite Industries – Target price Rs 214
- 7) Sun Pharmaceuticals – Target price Rs 842
- 8) Lupin – Target price Rs 790
- 9) HDFC Bank – Target price Rs 650
- 10) Axis Bank – Target price Rs 1,620
If need more details on above 10 stocks – Go to this ET Link
14-June-2013
Espirito Santo’s top six ‘silver bullet’ ideas for volatile markets – 6 ideas for Q3 of 2013:
- Coromandel International: Target price – Rs 247
- Sundaram Finance: Target price – Rs 660
- Titan Industries Ltd: Target price – Rs 350
- Tech Mahindra Ltd: Target price – Rs 1100
- Wipro Ltd: Target price – Rs 410
- Hindalco Industries Ltd: Target price – Rs 90
If need more details on above 6 stocks – Go to this ET Link
6-June-2013
UBS identifies top 12 buy ideas in small/midcap space. Following are the top stock picks from SMID space with investment rationale:
If need more details on following 12 stocks – Go to this ET Link
- 1) Bajaj Electricals (upside 68.3 per cent)
- 2) Redington India (upside 60 per cent)
- 3) Petronet LNG (43 per cent)
- 4) Info Edge (42 per cent)
- 5) Kajaria Ceramics (29.8 per cent)
- 6) Coromandel (23.3 per cent)
- 7) Financial Technologies (22.8 per cent)
- 8) Motherson Sumi (20.3 per cent)
- 9) Exide (17.8 per cent)
- 10) DB Corp (10 per cent)
- 11) IPCA Labs (6.5 per cent)
- 12) Apollo Hospitals (2.6 per cent)
SP Tulsian – 5 Midcap ideas for 2013-2014 – (Moneycontrol 26-Mar-2013)
- Yes Bank
- Zee Entertainment
- Apollo Hospital
- Tata Global
- MCX
9 Midcap stocks which can offer high returns in FY13-14 – Espirito Santo
- LIC Housing – CMP 245
- Oriental Bank of Commerce – CMP 268 , Target – 478
- KPIT Cummins – CMP 104, Target – 140
- Bayer CropScience – CMP 1150, Target 1315
- Motherson Sumi – CMP 194 , Target 276
- Federal Bank – CMP 457, Target 601
- Gateway Distriparks – CMP 123, Target 167
- Coromandel International – CMP 195, Target 247
- Max India – CMP 218
(Moneycontrol 01-May-2013)
11 stocks for your portfolio in FY2014 – Microsec
- 1 Petronet LNG Rs 172
- 2 Indian Bank Rs 245
- 3 Eros International Rs 324
- 4 Pidilite Ind Ltd Rs 302
- 5 NMDC Rs 225
- 6 Hindustan Unilever Rs 676
- 7 Bata India Rs 966
- 8 Swaraj Engines Ltd Rs 541
- 9 LIC Housing Finance Rs 317
- 10 JK Cements Rs 395
- 11 IL&FS Transportation Rs 245
Moneycontrol April 2013