Tuesday, January 21News That Matters

Author: wealth18.com

JM Financial’s top 12 bottom-up stock picks for 2025 

JM Financial’s top 12 bottom-up stock picks for 2025 

Blog
JM Financial has identified stocks that could offer solid returns to investors in 2025. Here's the list: Axis Bank | CMP: Rs 1,150 | Target Price: Rs 1,425 | Upside: 24%Nippon AMC | CMP: Rs 784 | Target Price: Rs 800 | Upside: 2%Maruti Suzuki | CMP: Rs 11,120 | Target Price: Rs 15,250 | Upside: 37%Samvardhana Motherson International | CMP: Rs 167 | Target Price: Rs 210 | Upside: 26%Ahluwalia Contracts | CMP: Rs 1,140 | Target Price: Rs 1,315 | Upside: 15%KPIT Technologies | CMP: Rs 1,546 | Target Price: Rs 2,040 | Upside: 32%Zee Entertainment | CMP: Rs 136 | Target Price: Rs 200 | Upside: 47%Havells | CMP: Rs 1740 | Target Price: Rs 2031 | Upside: 17%Cyient DLM | CMP: Rs 664 | Target Price: Rs 960 | Upside: 45%Metropolis | CMP: Rs 2,216 | Target Price: Rs 2,500 | Upside: 13%BHEL | CMP:...
JM Financial picks 29 large, mid and small cap stocks for 2025

JM Financial picks 29 large, mid and small cap stocks for 2025

Blog
Brokerage JM Financial has cherry-picked 29 stocks from across the market - M Financial’s preferred list of 14 large, 10 mid and 15 small cap stocks In the large cap space, The list includes stocks such as Reliance Industries, ONGC, Cholamandalam Investment, Samvardhana Motherson, Shriram Transport, Havells India, DLF, Maruti Suzuki, Polycab, Jindal Steel & Power, Bank of Baroda, Hindalco, Bharat Electronics and Axis Bank. In the midcap space, JM Financial recommended stocks such as Suzlon Energy, Supreme Industries, Oil India, BHEL, Global Health, Gujarat Gas, KEI, Metro Brands, Deepak Nitrite and Marico, among others. In the small cap space, it sees 72.9% upside in Zee. JM Financial is also positive on HG Infra Engineering, Ahluwalia Contracts, PCBL, Cyient DLM, Star Health...
Jefferies’ India long-only equity portfolio 2025 – 22 stocks across sectors

Jefferies’ India long-only equity portfolio 2025 – 22 stocks across sectors

Blog
Jefferies' India long-only equity portfolio comprises 22 stocks from financials, energy, real estate, infrastructure, industrials, consumer, telecom and online travel sectors. Data shared by Jefferies showed that the long-only portfolio for India, which launched on July 1 2021, rose by 14.2% in US dollar terms last quarter on a total-return basis, compared with a 12% gain in the MSCI India benchmark. It also rose by 44.4% last year compared with a 21.3% gain in the benchmark. As a result, the portfolio is now outperforming since inception, rising by 50.9% as at the end of 2023 compared with a 26.8% increase in the MSCI India Index and a 27.8 per cent gain in the Nifty.
10 picks for your portfolio in 2025 – Motilal Oswal

10 picks for your portfolio in 2025 – Motilal Oswal

Featured, Stocks
Domestic brokerage firm Motilal Oswal Financial services believe that 2025 can unfold the tale of two halves with first one signaling market consolidation, while second one for recovery. The brokerage firm has suggested 10 stock picks for the upcoming calendar year. ICICI Bank | Target Price: Rs 1,550 | Upside Potential: 19% HCLTechnologies | Target Price: Rs 2,300 | Upside Potential: 22% Larsen & Toubro | Target Price: Rs 4,300 | Upside Potential: 19% Zomato | Target Price: Rs 330 | Upside Potential: 21% Polycab India | Target Price: Rs 8,330 | Upside Potential: 17% Godrej Properties| Target Price: Rs 3,725 | Upside Potential: 32% Nippon Life India Asset Management | Target Price: Rs 900 | Upside Potential: 23% IPCA Laboratories | Target Price: Rs 1,930 | Ups...
9 picks for your portfolio in 2025 – Axis Securities

9 picks for your portfolio in 2025 – Axis Securities

Featured, Stocks
Axis Securities is quite hopeful about India's growth in 2025. They say India's economy is doing better than other growing countries and should keep doing well. Shriram Finance Ltd [CMP: Rs 2930 | Target: Rs 3825| Upside: 31%] Fortis Healthcare Ltd [CMP: Rs 672| Target: Rs 860| Upside: 28%] Prestige Estates Projects Ltd [CMP: Rs 1728 | Target: Rs 2195 | Upside: 26%] City Union Bank Ltd [CMP: Rs 174 | Target: Rs 215 | Upside: 24%] Ambuja Cements Ltd [CMP: Rs 550 | Target: Rs 675 | Upside: 23%] DOMS Industries Ltd [CMP: Rs 2553 | Target: Rs 3120 | Upside: 22%] Ethos Ltd [CMP: Rs 3112 | Target: Rs 3750 | Upside: 21%] Bharti Airtel Ltd [CMP: Rs 1600 | Target: Rs 1880 | Upside: 18%] Cipla Ltd [CMP: Rs 1489 | Target: Rs 1725 | Upside: 17%]
Top 25 stocks for your portfolio in 2025 ( by Top Brokers)

Top 25 stocks for your portfolio in 2025 ( by Top Brokers)

Featured, Stocks
We have compiled a list of 25 stocks recommended by top brokerage houses for investment in 2025 DLF [CMP: Rs 841 | Target: Rs 1,050 | Upside: 25%] - Religare KNR Constructions [CMP: Rs 340 | Target: Rs 390 | Upside: 24%] - ICICI Sec Samvardhana Motherson International [CMP: Rs 157 | Target: Rs 195 | Upside: 24%] - Religare Zomato [CMP: Rs 273 | Target: Rs 325 | Upside: 19%] Ramco Cements [CMP: Rs 955 | Target: Rs 1,180 | Upside: 22%] - ICICI Sec Bharti Airtel [CMP: Rs 1600 | Target: Rs 1,880 | Upside: 18%] Amar Raja Energy and Mobility [CMP: Rs 1,194 | Target: Rs 1,440 | Upside: 21%] Piramal Pharma [CMP: Rs 265 | Target: Rs 320 | Upside: 26%] - ICICI Sec JSW Infrastructure [CMP: Rs 310 | Target: Rs 375 | Upside: 21%] Indian Hotels Company [CMP: Rs 798 | Tar...
Diwali 2024 / Samvat 2081 – Stock Recommendations from Experts

Diwali 2024 / Samvat 2081 – Stock Recommendations from Experts

Blog
Brokerage firms have recommended good quality stocks for investment in 2024/ Diwali for better returns in 2025 StocksTarget PriceCMPBrokerage/ AdvisorAllied Blenders & DistillersN/ASharekhanBajaj FinservN/ASharekhanBharti AirtelN/ASharekhanCaplin Point LaboratoriesN/ASharekhanDaburN/ASharekhanDee DevelopmentN/ASharekhanHi-tech PipesN/ASharekhanHUDCON/ASharekhanL&TN/ASharekhanMastekN/ASharekhanPowergridN/ASharekhanRILN/ASharekhanSBIN/ASharekhanSuntech RealtyN/ASharekhanTata MotorsN/ASharekhanSBI Securities StocksTarget PriceCMPBrokerage/ AdvisorCoal India593SBI SecuritiesMacrotech Developers1398SBI SecuritiesBharti Hexacom1747SBI SecuritiesGlaxosmithkline 2575SBI SecuritiesNippon Life AMC825SBI SecuritiesEscorts Kubota4408SBI SecuritiesChalet Hotels1106SBI SecuritiesNewg...
RateGain Travel Tech IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status, Listing

RateGain Travel Tech IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status, Listing

Stocks
Rategain Travel Technologies Ltd. (RTTL) is among the leading distribution technology companies globally and is the largest Software as a Service ("SaaS") company in the hospitality and travel industry in India. The company offers travel and hospitality solutions across a wide spectrum of verticals including hotels, airlines, online travel agents ("OTAs"), meta-search companies, vacation rentals, package providers, car rentals, rail, travel management companies, cruises and ferries. RTTL is one of the largest aggregators of data points in the world for the hospitality and travel industry. Issue Details of Rategain Travel Tech  IPO:    IPO Opens on 07 Dec 2021 IPO Closes on  09 Dec 2021 Issue Price band Rs 405- Rs 425 Any Discount NA Issue Size Rs 1354 crore Market Capitalisat...
Anand Rathi Wealth IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status, Listing

Anand Rathi Wealth IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status, Listing

Stocks
Anand Rathi Wealth is one of the leading non-bank wealth solutions firms in India and have been ranked amongst one of the three largest non-bank mutual fund distributors in India by gross commission earned in Fiscal 2019, 2020 and 2021. The company serve a wide spectrum of clients through a mix of wealth solutions, financial product distribution and technology solutions. Issue Details of Anand Rathi Wealth  IPO:    IPO Opens on 02 Dec 2021 IPO Closes on  06 Dec 2021 Issue Price band Rs 530 - Rs 550 Any Discount NA Issue Size Rs 660 crore Market Capitalisation approx Rs XXX  crores Minimum Investment 27 shares lot (min amount 14850) Max Investment (Retail) 13 lots / 351 shares (amount Rs 1,93, 050) Registrar Link Intime Book Running Lead Managers BNP Paribas, Equirus C...
Latent View Analytics IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status, Listing

Latent View Analytics IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status, Listing

Stocks
Latent View provides analytics services such as data and analytics consulting, business analytics & insights, advanced predictive analytics, data engineering, and digital solutions. The company provides services to blue-chip companies in Technology, BFSI, CPG & Retail, Industrials, and other industry domains. Issue Details of LatentView Analytics  IPO:    IPO Opens on 10 Nov 2021 IPO Closes on  12 Nov 2021 Issue Price band Rs 190 - Rs 197 Any Discount NA Issue Size Rs 622 crore Market Capitalisation approx Rs XXX  crores Minimum Investment 76 shares lot (min amount 14972) Max Investment (Retail) 13 lots / 988 shares (amount Rs 1,94,636) Registrar Link Intime Book Running Lead Managers Axis Capital, ICICI Sec Listing BSE/NSE Download Red Herring Prospectus ...