2013 – Top Large Cap, Mid Cap & Small Cap Stock Recommendations (for Medium to Long term)

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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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Here is a list of top ten midcap ideas to hold for a period of about 9-12 months. This stock selection is made up of quality high-growth companies that are likely to outperform the market based on technical and fundamental parameters:  – ET 29 Jan 2014
 
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Here is the list of eleven stocks in focus which could give up to 26% upside in February:
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
 
10  stocks from various brokerages which can deliver returns upto 50 per cent in 2014:   – ET
 
 
  • 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

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