2020 Multibaggers – Top Large Cap, Mid Cap & Small Cap Stock Recommendations (for Medium to Long term)

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See below the Brokerage recommendations on Best Stocks to buy in India for profits in 2020 

2019 has been a year of large caps and experts believe that we can see a good rally in midcap and small cap quality stocks in 2020. 

In Dec, various brokerage houses has provided their recommendations for stock picking for 2020. I have tried to consolidate the recommendations for your benefit:

Jan 2 2020 – 15 Stocks where brokerages initiated coverage (link)

Brokerage Stock Target CMP Upside
Anand Rathi Dixon Technologies 5822 3913 49%
KR Choksey Bandhan Bank: 667 499 34%
Haitong Securities Finolex Industries 700 550 27%
Reliance Securities V-Mart Retail 2060 1664 24%
Jefferies IndiaMart 2500 2047 22%
Anand Rathi Varun Beverages 862 707 22%
Spark Capital Polycab India 1173 977 20%
Anand Rathi Relaxo 744 622 20%
ICICI Securities Spandana Sphoorty 1400 1181 19%
Axis Securities KEC International: 367 310 18%
Ambit Motherson Sumi Sytstems 176 149 18%
Axis Securities Embassy Office Parks REIT 495 422 17%
ICICI Securities DB Corp 155 135 15%
ICICI Securities Entertainment Network 300 265 13%
IDBI Capital Jubilant Foodworks 1836 1687 9%

 

Jan 2 2020 – 10 Stocks ion focus – may benefit from Govt’s ambitious infra spend of Rs 100 lakh crores (link)

Jan 2, 2020 – Hemang Jani, Head– Advisory, Sharekhan – 6 stocks that can give 50% return in 2020 (link)

  • Vinati Organics,
  • Varun Beverages,
  • Trent,
  • Aarti Industries,
  • Bajaj Holdings and
  • V-Guard Industries.

Jan 2, 2020 – 17 quality stocks that can give 10-38% return in 2020 (link)

Brokerage Stock Target CMP Upside
Nirmal Bang Ashok Leyland 92 84 10%
Eicher Motors 24843 21600 15%
Solar Industries 1315 1115 18%
Gujarat State Petronet 303 232 31%
Petronet LNG 336 269 25%
HUL 2490 1941 28%
Marico 425 337 26%
Inox Liesure 450 379 19%
V Mart retail 2283 1664 37%
Natco pharma 747 620 20%
Sun Pharma 517 435 19%
Motilal Oswal Ultratech Cement 5050 4244 19%
Globe Capital Bharat Dynamics 340 306 11%
DCB Bank 210 183 15%
HCL Technologies 725 574 26%
L&T 1595 1345 19%
Mahindra & Mahindra 750 540 39%

 

Jan 1, 2020 – Experts list 20 stocks for 2020 that could generate wealth (link)

Brokerage Stock
CapitalVia Dabur India
Manappuram Finance
ICICI Securities
Affle India
Adani Enterprises
KIFS Trade Bharat Electronics
Wipro
SBI
Jubilant Foodworks
HDFC Bank
SMC Investments ICICI Bank
Gujarat Gas
JB Chemicals & Pharmaceuticals
Inox Leisure
KEC International
Geojit Financial SBI Life
Religare L&T
Britannia Industries
Reliance Nippon Life AMC

 

Stocks for 2020 (CNBC Experts on 30-Dec)

  • Axis Bank
  • Godrej Consumer Products
  • HDFC life
  • IRCTC

Moneycontrol’s “GOOD NEWS” stocks where you can expect good news in 2020 and are worth considering for investments:

  • PVR
  • RK Forging
  • TATA STEEL
  • SIS SECURITIES
  • TIMKEN INDIA

Moneycontrol’s “SANTA” stocks where you can expect good triggers in 2020 and are worth considering for investments: (

  • IRCTC
  • L&T
  • BPCL

7 stocks that have potential to rally

Brokerage Stocks Upside
Axis Sec L&T 37%
SMC Global KEC International 33%
Religare Broking Gujarat Gas 22%
Nirmal Bang HUL 28%
SMC Global ICICI Bank 21%
Nirmal Bang Gujarat State Petronet 41%
Motial Oswal UltraTech Cement 24%

 

JM Financial is bullish on Pharma for 2020

  • Alembic, Torrent, Cipla, Natco and Sanofi are the top buys.

Motilal Oswal’s preferred sectors for 2020:

  • Banking (ICICI Bank, Axis Bank, State Bank of India);
  • fast-moving consumer goods (Hindustan Unilever and Colgate Palmolive);
  • Cement and Capital goods (Larsen & Toubro, ABB, Siemens, Ultratech and JK Cement);
  • Insurance (HDFC Life and ICICI Prudential Life) and
  • hospitality (Indian Hotels)

Geojit Financial is bullish on:

  • HDFC Bank, SBI Life Insurance, Aarti Industries

IndiaNivesh likes following stocks:

Target CMP Upside
ITC 310 238 30%
Hindalco 250 218 15%
Dr Reddys 3370 2883 17%
Escorts 810 631 28%

 

CitiBank Top Picks for 2020

  • The brokerage is ‘overweight’ on financials, healthcare, and industrials, and ‘underweight’ on consumer staples and auto space.
  • Top large-cap picks of Citi include HCL Tech, HDFC Bank, ICICI Bank, IndusInd Bank, L&T, Maruti, Petronet LNG, SBI Life, and UltraTech Cement.
  • Among midcaps, it prefers, ACC, Apollo Hospitals, Biocon, Indraprastha Gas, JSW Energy, JustDial, L&T Infotech, L&T Finance Holdings, Phoenix Mills, Polycab India, and SRF.

UBS Top Picks for 2020

  • ‘overweight’ on financials, property, oil & gas, power utilities, life insurance, and telecom.
  • ‘neutral’ on consumer staples, consumer discretionary, metals, pharma, cement, and industrials.
  • ‘underweight’ on auto, IT services, and small and midcaps space.

Morgan Stanley’s focus list for 2020

  • includes Bajaj Auto, M&M, Maruti Suzuki, Motherson Sumi, Indian Hotels, Jubilant FoodWorks, ITC, United Spirits, RIL, DLF, HDFC, HDFC Bank, ICICI Bank, M&M Financial, MCX, Shriram Transport, Ashok Leyland, InterGlobe Aviation, L&T, and Gujarat Gas.
  • It has increased weightage in consumer discretionary, industrials, and financials and reduced weight on technology, healthcare, and materials.

Credit Suisse Top picks for 2020

  • ‘overweight’ on financials like SBI, ICICI Bank, ICICI Life.
  • In telecom, it likes Bharti Airtel,
  • in utilities PowerGrid, and Tata Steel among metal stocks.
  • minor ‘overweight’ on pharma (Dr. Reddy’s, Lupin) and IT (Tech Mahindra), and
  • ‘underweight’ on discretionary, cement, and industrials.

Escorts Securities, Research Head-Aasif Iqbal: Top 20 Stocks to buy at CMP:

Target CMP Upside
Larsen & Toubro (L&T) 1700 1302 31%
Reliance Industries 2100 1544 36%
Biocon 400 292 37%
Satia Industries 140 82 71%
Syngene International 410 322 27%
Info Edge 3100 2543 22%
Affle (India) Limited 1800 1614 12%
Lal Path Lab 2100 1488 41%
ACC 1750 1452 21%
Kansai Nerolac Paints 650 508 28%
NIIT Tech 1700 1584 7%
HDFC Life Insurance 750 636 18%
Bharti Airtel 610 460 33%
RITES Ltd 370 290 28%
IRCTC 1100 927 19%
Reliance Nippon Life 450 363 24%
Apollo Hospitals 1800 1419 27%
United Breweries 1500 1280 17%
United spirits Limited 730 592 23%
Sun Pharma 550 430 28%

 

HDFC Securities – Top Picks for 2020:

Target CMP Upside
Axis bank 1100 756 46%
ICICI Bank 800 544 47%
APL Apollo Tubes 2700 1840 47%

 

HDFC Securities’ 2020 outlook for major sectors and stock ideas  (link)

  • Financials: Axis bank and SBI
  • Technology: Inforsys, Mphasis, L&T Infotech and Sonata Software
  • Automobile: Bajaj Auto, Hero Moto
  • Consumer: Voltas, Symphony, Jubilant Foods
  • Oil & Gas: Gujarat Gas
  • Cement: Ultratech Cement, Dalmia Bharat, Birla Corp, JK Cement
  • Healthcare: Torrent Pharma, Cipla
  • Industrials: L&T, KNR Constructions, PNC Infratech, KEC International

Axis Securities – 7 Stock Ideas for 2020 (link)

Target CMP Upside
Reliance Industries 1711 1563 9%
L&T 1736 1264 37%
Cholamandalam Inv & Fin 387 303 28%
Minda Industries 410 341 20%
KEC International 367 277 32%
SIS India 1100 909 21%
Mold Tek Pachaging 351 272 29%

 

Nirmal Bang Picks for 2020

Target CMP Upside
Ashok Leyland 92 82 12%
Eicher Motors 24843 22829 9%
City Union Bank 250 235 6%
ICICI Bank 584 544 7%
Hindustan Lever 2490 1937 29%
Marico 425 343 24%
Natco Pharma 747 585 28%
Sun Pharma 517 430 20%
Phoenix Mills 900 835 8%

 

Religare Broking top picks for 2020

Target CMP Upside
Bajaj Auto 3723 3258 14%
Britannia 3632 3047 19%
Coromandel International 624 525 19%
Crompton Greaves Consumer 299 241 24%
Gujarat Gas 273 229 19%
INOX Liesure 464 384 21%
L&T 1618 1302 24%
Reliance Nippon Life 419 363 15%
Tech Mahindra 939 782 20%
The RAMCO cement 902 759 19%

 

Antique Research like “MNC” stocks for 2020 (link)

Stocks Target CMP 2 year Upside
Hindutan Lever 1937 14-37%
Nestle India 14867 30-44%
Siemens 1518 32-46%
Colgate Pamolive 1466 16-32%
Procter and Gamble 11507 35-37%
ABB India 1300 44-68%
Whirlpool 2386 21-44%
GlaxoSmithKline Pharma 1611 35-44%
Abbott India 13196 18-44%
Honeywell Automation 27186 56-70%

 

ShareKhan’s Top Value Picks (link)

Target CMP Upside
Aarti Industries 976 771 27%
Bharat Electronics 140 100 40%
Exide Industries 241 186 30%
IPCA Lab 1220 1133 8%
Kalpataru Power 590 422 40%
KNR Constructions 293 246 19%
L&T Finance Holdings 120 116 3%

 

ShareKhan’s Top Earning Compounders (link)

Target CMP Upside
Astral Poly 1358 1168 16%
Biocon 290 293 -1%
Mahanagar Gas 1155 1045 11%
Relaxo 650 610 7%
Spandana Sphoorty 1340 1192 12%
Trent 650 505 29%
Varun Beverages 872 700 25%
V-Guard Industries 285 218 31%
Vinati Organics 2361 1960 20%

 

For previous recommendations, please see the previous pages below

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