350,667 views
9-Dec-2014 – CLSA is bullish on M&M with target price of Rs 1888 (50% upside)
9-Dec-2014 Devang Mehta of Anand Rathi Financial likes Rural Electrification Corporation, Power Finance Corporation, LIC Housing Finance and Mahindra & Mahindra Financial Services, Can Fin Homes.
9-Dec-2014 Neeraj Deewan of Quantum Securities is of the view that Oil and Natural Gas Corporation is a good buy with a view of 1-2 years.
8-Dec-2014 Neelkanth Mishra (Credit Suisse) top picks – Gujarat Pipavav , Havells India , HCL Technologies , HDFC Bank , Kajaria Ceramic , Maruti Suzuki , Shriram Transport and Sun Pharma .
Our least preferred picks are Bharti Airtel , BHEL , SBI and Tata Steel.
3-Dec-2014 Six small-cap stocks mutual funds are bullish about : In November, domestic mutual funds bought shares of lesser known companies
| Stocks | Mutual Fund | No. Of Shares | CMP |
| Atul Auto | Birla MF | 5 lakh | 555 |
| Mayur Uniquoters | DSP Blackrock | 2.5 lakh | 430 |
| Shakti Pumps | Franklin | 3.35 lakh | 205 |
| Deccan Cements | UTI MF | 1.5 lakh | 369 |
| Rane Holding | Sundaram | 1.86 lakh | 677 |
| TRF | Sundaram | 3.5 lakh | 388 |
01-Dec-2014 Top five less-known companies which can become next multibaggers
| Aries Agro | HDFC Sec |
| Century Plyboards | Sharekhan |
| Lumax Auto | IndiaNivesh |
| Visaka Industries | Angel Broking |
| Ahluwalia Contracts | Anandrathi |
These stocks are already doubled in this year but has potential to give good returns now as well.
20-Nov-2014 Shankar Sharma (First Global) like Ceat, HUl, Gati
11-Nov-2014 10 stocks that can give good returns in next 12 months – UBS
| Asian Paints | 645 | 750 | 16% |
| Bharti Airtel | 390 | 490 | 26% |
| HDFC Bank | 904 | 1100 | 22% |
| ICICI Bank | 1667 | 1900 | 14% |
| LIC Housing Finance | 387 | 440 | 14% |
| Maruti Suzuki | 3315 | 3500 | 6% |
| MCX | 851 | 1050 | 23% |
| ONGC | 395 | 505 | 28% |
| PowerGrid | 148 | 165 | 11% |
| Reliance Industries | 969 | 1400 | 44% |
13-Nov-2014 – Devang Mehta of Anand Rathi
- Sundram Fasteners
Igarashi Motors
Kalyani Steel
Atul Auto
Granules
L&T
NCC
12-Nov-2014 Blue Dart and AllCargo impressive in logistics: Mehraboon Irani
6-Nov-2014 – Following is the list of stocks in which FIIs have increased their stake in September 2014 quarter.
- United Spirits
- Reliance Communication
- Bharti Infra
- GMR Infra
- Ashok Leyland
5-Nov-2014 – IndiaNivesh top picks that can give 70% return
- Onmobile – Target Price Rs 82
-
Camson Bio Technologies – Target price Rs 252
21-Oct-2014 Ramdeo Agrawal Picks
- Eicher Motors
- Sundaram Finance
- Tech Mahindra
- TCS
- HDFC Bank
Sector-wise, IT, pharmaceuticals and consumer companies will do well..
04-Oct-2014 HDFC Buys 7 lakh shares of Shemaroo Entertainment @ approx Rs 175
01-Oct-2014 – Recommendations
| Stock | Brokerage | Target price | CMP | Upside potential |
| Radicao Khaitan | IndiaNivesh | 165 | 78 | 112% |
| SKF India | ICICIDirect | 1324 | 1100 | 20% |
| India Cements | Nirmal Bang | 165 | 112 | 47% |
| Mangalam Cements | Angel Broking | 337 | 246 | 37% |
| Can Fin Homes | AnandRathi | 550 | 425 | 29% |
| Bajaj Corp | AnandRathi | 330 | 259 | 27% |
| Tata Global Beverages | Religare | 210 | 159 | 32% |
| Crompton Greaves | Religare | 245 | 201 | 22% |
| Marico | Bonanza | 367 | 310 | 18% |
| Suven Life | Bonanza | 240 | 185 | 30% |
24-Sep-2014 12 Midcap ideas for medium term
| Stock | Target | CMP | Upside Potential |
Recommended by |
| Stylam Industries | 129 | 70 | 84% | Sunidhi Sec |
| Alphageo (India) | 720 | 483 | 49% | Nirmal Bang |
| Symphony | 1938 | 1317 | 47% | Emkay |
| BHEL | 300 | 212 | 42% | Motilal Oswal |
| Arvind | 400 | 293 | 37% | Motilal Oswal |
| Mold Tek Technologies | 192 | 140 | 37% | Nirmal Bang |
| Kitex Garments | 615 | 500 | 23% | Motilal Oswal |
| United Spirits | 3000 | 2387 | 26% | Motilal Oswal |
| SKF India | 1324 | 1040 | 27% | ICICIDirect |
| SBI | 3101 | 2487 | 25% | Kotak Sec |
| Dewan Housing | 394 | 317 | 24% | Firstcall |
| Singer India | 197 | 172 | 15% | Firstcall |
Top 5 Hidden Gems
| Stock | Target | CMP | Upside | Brokerage |
| Kitex Garments | 615 | 410 | 50% | Motilal Oswal |
| Pennar Industries | 81 | 57 | 42% | IndiaNivesh |
| Century Plywood | 156 | 126 | 24% | IIFL |
| indibulls Power | 21 | 13 | 62% | Motilal Oswal |
| Zydus wellness | 880 | 665 | 32% | Dolat |
Sep 2014 – Kitex Garments
Motilal oswal has initiated coverage with “Buy” recommendation with target price of Rs 615.
The company is in the business of manufacturing and exporting infant garments and has clients like Gerber, Toys R Us, Jockey, Mothercare and Carter. At CMP, the stock trades at 24.5x FY15E, 16.6x FY16E and 12.4x FY17E EPS. The stock surged 18% today.
Tyre Companies favourite – Nirmal Bang’s Mehboob Irani like tyre companies in respective order – MRF, Balkrishna Industries, Ceat, Apollo Tyres & JK Tyre
Sep 2014 – Top Mid-cap picks by various brokerages
| Target | ||
| HT Media | Vikas (Arthveda) | |
| Balmer Lawrie Investments | Vikas (Arthveda) | |
| Bharat Electronics | Vikas (Arthveda) | |
| Oil India | Vikas (Arthveda) | |
| BHEL | Vikas (Arthveda) | |
| PTC India | Jayant (Religare) | |
| Caplin Point | Yogesh (Bonanza) | |
| Suven Lifesciences | Yogesh (Bonanza) | 240 |
| TV Today | Yogesh (Bonanza) | |
| IndusInd | Yogesh (Bonanza) | 670 |
| Cadila Healthcare | Yogesh (Bonanza) | 1628 |
| Marico | Yogesh (Bonanza) | 367 |
| Mindtree | Yogesh (Bonanza) | 1314 |
Sep 2014 – Top Mid-cap picks by Ambit Capital
| V-Guard Industries | Page Industries |
| TTK Prestige | CESC |
| Greenply | CRISIL |
| Century Plyboards | eClerx |
| Havells India | Mayur Uniquoters |
Sep 2014 – Top 8 Picks by Goldman Sachs
| Target | CMP | Potential upside | |
| DLF | 292 | 167 | 75% |
| Grasim | 4950 | 3592 | 38% |
| L&T | 1976 | 1589 | 24% |
| IndusInd | 740 | 610 | 21% |
| ITC | 416 | 351 | 19% |
| Petronet LNG | 226 | 195 | 16% |
| Voltas | 277 | 248 | 12% |
| Tech Mahindra | 2500 | 2465 | 1% |
| price as on 4th Sep |
Sep 2014 – 8K Miles Software – in August DSP Blackrock picked 4% stake @ 175 . In Sep 2014, Sundaram MF picked 2 % stake @ 332 . Read full post
Sep 2014 – CLSA 14 picks for multibaggers in next 3-5 years (Dipan Mehta)
| Mindtree, | Bajaj Auto Finance |
| Bajaj Auto | Balkrishna Industries |
| Havells | PTC India |
| SKS Micro Finance | PTC Financial Services |
| Sintex | LMW |
| Glenmark | Bharti Infratel and |
| Jyothy Lab | Voltas (target 292) |
| Sun Pharma | Tata Communication – (target 450) |
| Phoenix Mills – target 390 | |
| Motherson sumi – target 410 |
Sep 2014 – 10 midcap companies which could be multi-baggers
| Allcargo Logistics | freight-forwarding and container freight station services, |
| Ceat | Tyre maker |
| Carborundum Universal | engaged in the production of raw materials for diverse sectors |
| Dynamatic Technologies | aerospace parts supplier |
| Finolex Industries | plastic pipe maker |
| Hatsun Agro Product | dairy company |
| L&T Finance, | |
| Persistent Systems | software exporter |
| Rane Holdings | auto ancillary maker |
| VA Tech Wabag | provides water-treatment solutions. |
Sep 2014 – Top midcap ideas to Invest (Read full post)
| PI Industries | Bata India |
| Balkrishna Industries | Natco Pharma |
| Relaxo Footwares | Triveni Turbine |
| Whirlpool India | CARE |
| KPIT Technologies | V-Guard |
| Mphasis | CCL Products |
| Astral Poly Technik | Finchem |
| Biocon | Vesuvius India |
| Colgate Palmolive | Heilderberg Cement |
Rakesh Jhunjhunwala Latest Portfolio Holdings – June 2014
Top 10 Midcap stock picks by Mutual funds
Insurance Stocks to invest in after 49% FDI buzz
Abu Dhabi Investment buys Aurobindo shares worth Rs 99 cr
Canada Pension Plan picks up 3.2% stake in Kotak Mahindra Bank
Jo Hambro Capital buys Ramco System shares worth Rs 2.25 crores
Reliance Small Cap Fund buys 50,000 shares of Venkys
HDFC MF invests Rs 5 crore in Astra Microwave
Morgan Stanley picks up 0.6% stake in Indiabulls Real Estate
Modi effect – Invest in these 30 stocks – Dolat Capital
Rakesh Jhunjhunwala invests Rs 9 crores in Orient Cement
12 midcap gems for your portfolio (returns 10 – 75%)
Piramal to acquire 10% stake in Shriram City for Rs 790 cr
10 midcap Stocks that can give upto 36% return in a year
Rakesh JhunJhunwala further buys 1% in Prakash Industries
Piramal Enterprises zoom 8% – sold 11% stake in Vodafone India
Rakesh Jhunjhunwala hikes stake in Escorts, Rallis
HDIL – Nomura & Kotak picked up stakes
Rakesh JhunJhunwala bought 1.85% in Prakash Industries
PE Firm Chryscapital’s Investments in India
FIIs raise holdings in mid-cap companies in March 2014 quarter
5 most Expensive stocks are giving Best Returns
Rakesh Jhunjhunwala invests Rs 11 crore in HT media
Brokerage Recommedations in May 2014
12 Midcap Stocks that can give good returns
| Stock | Taget | Upside | Recommened by | CMP 14-5-2014 |
| IFGL Refractories | 146 | 77% | Sunidhi Sec | 91 |
| BGR Energy | 250 | 76% | Way2Wealth | 176 |
| Oberoi Realty | 296 | 46% | Karvy | 213 |
| DB Corp | 410 | 44% | Motilal Oswal | 281 |
| NIIT Tech | 510 | 27% | PrabhudasLiladhar | 392 |
| Gulf Oil Corp | 153 | 21% | Dolat Cap | 127 |
| Chambal Fertilisers | 48 | 20% | PrabhudasLiladhar | 42 |
| Torrent Pharma | 761 | 18% | ShareKhan | 623 |
| Kewal Kiran | 1500 | 18% | ShareKhan | 1283 |
| Paper Products | 111 | 16% | Aditya Birla Money | 99 |
| HT Media | 104 | 13% | ICICIDirect | 95 |
| Ajanta Pharma | 1188 | 12% | Firstcall | 1083 |
| 14-May-14 | Wealth18.com | |||
Brokerage Recommedations in Feb 2014
10 Stocks that can deliver returns of 10 – 75% – ET Wealth
| Company | Target Price | Market Price | Upside Potential | Recommended by |
| Yes Bank | 400 | 302 | 32% | PrabhuDas |
| UPL | 230 | 183 | 26% | PrabhuDas |
| ING Vysya | 711 | 550 | 29% | Espirito Santo |
| Bajaj Auto | 2355 | 1844 | 28% | Espirito Santo |
| Cadila Healthcare | 1062 | 940 | 13% | SBI Cap |
| Tree House Education | 313 | 232 | 35% | Angel |
| DLF | 250 | 143 | 75% | Religare |
| Tata Motors | 462 | 392 | 18% | Karvy |
| Essel Propack | 70 | 50 | 40% | ICICIDIrect |
| Radicao Khaitan | 200 | 162 | 23% | IDFC |
—————————————————————————————————————————————————
10 Midcap stocks that can deliver 20 – 95% returns in 1 year
| Company | Target Price | Market Price | Upside Potential | Recommended by |
| Bajaj Electicals | 303 | 229 | 32% | Mitesh Thacker |
| Cadila Healthcare | 1200 | 947 | 27% | Mitesh Thacker |
| Bharat Forge | 450 | 367 | 23% | Mitesh Thacker |
| Indian Hotels | 78 | 60 | 30% | Mitesh Thacker |
| Rolta India | 90 | 67 | 34% | Mitesh Thacker |
| Swaraj Engines | 749 | 630 | 19% | MicroSec |
| IFB Agro | 249 | 195 | 28% | Angel Broking |
| Neyveli Lignite | 111 | 57 | 95% | SBI Cap |
| Power Finance | 225 | 148 | 52% | Religare |
| Tata Power | 102 | 76 | 34% | Karvy |
—————————————————————————————————————————————————
Stock Picks that can deliver over 25% returns – Espirito Santo
ING Vysya Bank: Target price Rs 711 ( CMP 553 – Upside 28% )
- Strong Tier 1 (14.5%) and higher PCR% (88%)
- stock currently trading at 1.3x FY15 P/B
- potential M&A option
Bajaj Auto: Target price Rs 2,355 (CMP 1825 – Upside 29%)
- Trading at 13.5x FY15E earnings ( ubstantial discount despite visibility of 18- 20 per cent CAGR growth till FY16
- 13% discount to Hero Motocorp
Dear sir
Iam holding rallies india and pvr cinemas is this good stocks to hold
Rakesh JhunJhunwala hold 9% in Rallis India and he recently said that he liked that stock.
Read – Rakesh Jhunjhunwala Latest Portfolio Holdings – July 2014
PVR also is leding company in Cineplex business and has good growth.
Sir,I have bought 6000 shares of gujarat nre coke @15.75. Plz advice me
Sorry, we donot have expertise to give stocks specific advice.
I am advised by bajajcapitals to buy mutual funds of ” Reliance Tax Saver (ELSS) Fund (G)” and “Sundaram TOP 100 – Series v – Regular Plan (D)”
I am new to this , please suggest whether to go with it or not.
Invest amount is 50K INR. Please reply ASAP
Hi Sweta, First you need to decide for how long you want to make this invest? Whehter it is one time or regular ?
It is always advisable to invest on monthly basis regularly via SIP method, so that you average your purchases. You can start with as low as Rs 1000 per month.
ELSS Funds are tax saving funds which are eligible u/s 80C (overall limit is Rs 1 lakh). So if you have not exhausted your overall limit of 80C investments – PF, PPF Insurance etc, then you can think of investing in ELSS Funds. There is a lockin period of 3 years in ELSS Funds
See more details & best performing ELSS FUnds
https://wealth18.com/best-elss-tax-saving-mutual-funds-for-investment-in-2014/
If you are investing for long term, say 7-10 years, you can invest in Equity funds. Some of the best funds are given below :
https://wealth18.com/best-mutual-funds-to-invest-in-2014-top-performing-mutual-funds-in-india/
Sir, For one time investment without locking system which funds are recommended with more earnings. thanks
Are you talking about Mutual funds with no lock-in ? In that case, you can consider open ended funds (except ELSS where there is 3 year lockin)
Also note that some funds have exit fees of 0.5 – 2% if redeemed before 6 months or 1 year. However, the exit fees are schemes specific.
Some good funds are given in list below
https://wealth18.com/best-mutual-funds-to-invest-in-2014-top-performing-mutual-funds-in-india/
Dear Sir,
Sir I want to know that how is gammon India & camlin fine & crisil . Sir I want basic information about the companies please help me sir.
Thanks
Sorry, but we are not able to give any stock specific advice. For stock research, you can look into websites like moneycontrol.com
Dear Mr.Vivek
If we invest in stocks which Rakesh Jhunjhunwala is holding, does it help to make good money (atleast by probability)
regards
Jacob
There is no certainty as last year many of his stocks gone down to half. So you should have capacity to hold losses. For retail investor, I will suggest to invest via Equity Mutual funds.
https://wealth18.com/best-mutual-funds-to-invest-in-2014-top-performing-mutual-funds-in-india/
Hi Vivek,
I am planning to invest in the below stocks on a monthly basis, for a period of 5 years . Please advice 3 good stocks from Midcaps and 3 good stocks from Smallcaps below.
Midcaps
Stock Industry
Astral Poly Tec Plastics
Atul Dyes & Pigments
Kaveri Seed Miscellaneous
Sundaram-Clayto Auto Ancillaries
JK Lakshmi Cem Cement – Major
Finolex Cables Cables – Telephone
Smallcaps Industry
Suprajit Eng Auto Ancillaries
Marksans Pharma Pharmaceuticals
Indoco Remedies Pharmaceuticals
CCL Products Plantations – Tea & Coffee
La Opala RG Glass & Glass Products
Cera Sanitary Ceramics/Granite
Somany Ceramics Ceramics/Granite
Mahindra Ugine Steel – Medium / Small
Wim Plast Plastics
Vinati Organics Chemicals
Granules India Pharmaceuticals
Avanti Feeds Aquaculture
Regards,
T Venkatesh
Hi, We donot give stock specific advice.
Also, as a retail investor, I will suggest you to invest via Mid cap & small cap mutual funds, so that your risks are distributed. See some of the best performing funds
https://wealth18.com/best-mutual-funds-to-invest-in-2014-top-performing-mutual-funds-in-india/
Dear Sir,
I am holding Autoline industries last 2 year My buying 150 Any idea Auto line industries i can hold another 3 months what is the target of Autoline industries please advice i shall be very thankful to you.
Sorry we donot provide advice on individual stocks for short term.
sir I m regularly buying equity stocks. however overall my port folio seems in loss. kindly suggest me whether i can invest online in mutual funds as i did in equity shares. i have no idea about the mutual fund schemes.
Mutual funds are good way to invest for small retail investors. See some good post below & then you can ask detailed questions :
https://wealth18.com/best-mutual-funds-to-invest-in-2014-top-performing-mutual-funds-in-india/
https://wealth18.com/how-to-invest-in-mutual-funds-in-india-online-offline-options/
https://wealth18.com/basics-of-mutual-fund/
https://wealth18.com/top-10-reasons-to-invest-via-mutual-funds/
Dear Sir Iam having Autoline industries around 5000 share last two years iam holding at the rate of 130 What should i iam a long term share holder please advice i can hold another two months please advice what is the Target of Autoline industries iI shall be very thankful to you. My ea
Apologies but we are not in position to give stock specific advice for short term.
Dear sir please advice in long term Autoline industries how is the stock any target advice me.
sorry, we are not in position to give stock specific advise.
See some details re Autoline Industries :
https://www.moneycontrol.com/india/stockpricequote/autoancillaries/autolineindustries/AI59
Dear Sir,
I want to invest Rs. 3000 per month in Shares for long terms.
Please suggest best shares.
Thanks
Sangeeta Shah
Hi Sangeeta,
Apologies but we doot give guidance for individual shares. However you can consider investing in Blue chip shares.
Alternatively you can consider investing via Mutual funds where you get benefit of professional expertise.
Dear sir,
I am a graduate and just started earning. I want to start investing in stock market on a regular basis for very long term ( upto 20 years or so). Please suggest me good stocks and amount of investment I need to make.
As a retail investor, I would suggest to go for the mutual fund route.
https://wealth18.com/best-mutual-funds-to-invest-in-2014-top-performing-mutual-funds-in-india
Hi team,
I am planning to invest rs 5000/- each in the following mutual fund for 3-5 years . Please suggest me is it good to invest or not.
SBI Blue Chip Fund (G)
Canara Robeco Emerging Equities (G)
Thanks
Manjuka
Both funds are good for long term investment.
Dear Vivek,, iwant to invest RS.12000/- p.m. please suggest some funds. iwanto gain rs. 4000000/- in 10 years, so please suggest some funds..i have selected two funds..
1. ICICI PRU EXP & OTHER SERVICES RP ( G ).
2. UTI MNC ( G ). PLEASE SUGGEST…
Hi, If you invest Rs 12000 for 10 years, you may be able to accumulate Rs 27-33 lakhs (assuming 12-15% annual CAGR return)
If you invest Rs 12000 for 15 years, you may be able to accumulate Rs 60-80 lakhs (assuming 12-15% annual CAGR return)
You can consider investing in 4-5 funds. Please see below, some of the best performing Equity Mutual funds
https://wealth18.com/best-top-performing-equity-mutual-funds-to-invest/
i want to invest monthly 5000/ in stocks or mutuval funds kindly suggest good funds
Hi, some of the best performing funds are provided in the link below
https://wealth18.com/best-top-performing-equity-mutual-funds-to-invest/