July 2015
30 July 2015 – HSBC Midcap Picks
| CMP | Target | Upside | |
| PI Industries | 649 | 785 | 21% |
| Hathway cable | 46 | 76 | 65% |
| Voltas | 307 | 361 | 18% |
| Torrent Pharma | 1397 | 1509 | 8% |
| IRB Infra | 237 | 282 | 19% |
Fund buying on 14-Jul-2015
- Sintex Industries – Morgan Stanley buys 24 lakh shares @ Rs 100.48
- Himatsingka Seide – RBA Finance buys 10.82 lakh shares of Rs 119.43
- Future Lifestyle – BNP Paribas sells 45.40 shares @ Rs 79.75
- Castex Tech – Merrill Lynch buys 24 lakh shares of Rs 344 (sold by Deutsche Bank)
- Ahluwalia Contracts – Franklin Templeton buys 4 lakh shares @ Rs 221
June 2015
- Siti Cable Network – HDFC Mutual Fund buys 90 lakh shares @ Rs 35
- Noida Toll – Fidelity Investment buys 11.21 lakh shares @ 32
- Future Retail – WGI Emerging Markets buys 1 cr shares @ Rs 112.50
- CARE – GMO Emerging sells 2.82 lakh shares @ Rs 1468
- PI Industries – Citigroup Global sells 16 lakh shares @ Rs 605
April 2015 – Midcap stocks to buy before results announcement
| Stock | Target price | CMP | Upside potential | Brokerage |
| Yes Bank | 930 | 841 | 11% | Prabhudas Lilladher |
| Cummins India | 1029 | 874 | 18% | Prabhudas Lilladher |
| Glenmark Pharma | 1186 | 917 | 29% | Prabhudas Lilladher |
| Ashok Leyland | 88 | 76 | 16% | Prabhudas Lilladher |
| Mindtree | 1530 | 1483 | 3% | Prabhudas Lilladher |
| Hindustan Zince | Reliance Sec | |||
| NALCO | Reliance Sec | |||
| Britannia | Reliance Sec | |||
| Colgate Pamolive | Reliance Sec | |||
| Bank oF Baroda | Reliance Sec |
16-Feb-2015 Ashwini Gujaral’s midcap picks for 9 months view
| Stock | Target | CMP | Potential upside |
| PI Industries | 700 | 560 | 25% |
| Century plyboards | 300 | 209 | 44% |
| Max India | 600 | 470 | 28% |
| Edelweiss | 100 | 68 | 47% |
| Apollo Hospitals | 1500 | 1296 | 16% |
Credit Suisse & Nomura Picks for 2015
| Credit Suisse | Nomura |
| Axis bank | Axis bank |
| Bank of Baroda | HCL technologies |
| Tata Motors | Maruti Suzuki |
| Apollo Tyres | NBCC |
| HCL technologies | Union Bank |
| BHEL |
MidCap Picks by Various brokerages
| Brokerage | Stocks | Target Price |
| JP Morgan | Cox & Kings | |
| Oberoi Realty | ||
| CESC | ||
| IIFL | Bajaj Corp | 485 |
| Granules India | 1085 | |
| Indian Hume Pipe | 440 | |
| HDFC Sec | Cholamandalam Finance | |
| Gulf Oil | ||
| MCX | ||
| ICICI Sec | CARE | 2175 |
| Gujarat Pipavav | 221 | |
| SKF India | 1568 | |
| Prabhudas Liladher | Century Plywoods | |
| KPR Mill | ||
| Indo Count Industries | ||
| Ambit Capital | VST Industries | |
| Sundaram Fastners | ||
| Kajaria Ceramics |
Credit Suisse’s list of most and least preferred 2015 picks
-
Top Pocks – Gujarat Pipavav , Havells , HCL Technologies , HDFC Bank , Kajaria Ceramics , Maruti , Shriram Transport Finance and
Sun Pharma - Least preferred – Bharti , BHEL , SBI and Tata Steel
Top 10 Largecap picks for 2015 by Karvy
- Wealth Maximizer 2015: Our top ten Largecap picks in the Wealth Maximizer (for a time frame of 9-12 months) are Asian Paints , Divis Lab , HDFC Bank , ITC , JSW Steel , L&T , Reliance Industries , Tata Motors , TCS and Ultratech Cement .
Top investment ideas for 2015 (IndiaNivesh)
-
Capital First (Target price 400)
Coal India (Target – 467)
HIL ( Hyderabad Industries) (Target 898)
Indico Remedies (Target 392)
Lumax Auto (Target – 417)
Mangalam Cement ( Target 426)
Mastek (Target 554)
Meghami Organics (Target 34)
Pennar Industries ( Target 81)
Reliance Industries (Target 1111)
02-Jan-2015 JPMorgan handpicks six midcap stocks for 2015
- LIC Housing Finance Ltd
- CESC Ltd
- Indian Hotels Company Ltd
- Oberoi Realty Ltd
- Pidilite Industries Ltd
- Cox & Kings Ltd
Anand Rathi stock picks for 2015 (Link)
-
Ahluwalia Contracts
CeraSanitaryware
Finolex Cables Ltd: Target: Rs 343
Persistent Systems Ltd: Target price Rs 1950
Wipro: Target price Rs 720
Century Plywood Ltd: Target price Rs 184
Setco Automotive: Target price Rs 333
NRB Bearings Ltd: Target price Rs 170
Ashok Leyland:
31-Dec-2014 – Top investment ideas for 2015: Kotak Securities (ET Link)
- ICICI Bank Target Price – Rs 390
- IDFC Target Price – Rs 172
- Maruti Suzuki Target Price – Rs 3644
- TCS Target Price – Rs 2786
- L&T Target Price – Rs 1762
- Kansai Nerolac Target Price – Rs 2400
- Carborandum Universal Target Price – Rs 240
- Kajaria Ceramics Target Price – Rs 648
- EIL Target Price – Rs 300
- Geometric Target Price – Rs 146
30-Dec-2014 ET has collated a list of value stocks from various experts for the year 2015:
28-Dec-2014 Top ten stocks to buy (ArthVeda ) (Link)
These stocks have solid fundamentals and are fairly undervalued with respect to their intrinsic values:
- 1) NMDC
- 2) Coal India
- 3) Wipro
- 4) Tata Motors
- 5) HCL Technologies
- 6) MOIL
- 7) Hindustan Zinc
- 8) Engineers India
- 9) MphasiS
- 10) GMDC
13-Dec-2014 stocks that has given good returns & can be considered for investing for long term
- Astral Poly Technik, Mayur Uniquoters, Kaveri Seeds, Avanti Feeds, PTC Finance, Page Industries and Repco Home Finance.
- Symphony, TVS Srichakra, Astral Poly Technik, CanFin Homes, Mayur Uniquoter and Kaveri Seeds.
- Mayur Uniquoter, Ajanta Pharma, Alembic Pharma, Astral Poly Technik, Kaveri Seeds, Poly Medicure, Aurobindo Pharma and PTC Financial Service.
- Ajanta Pharma, AIA Engineering, Kaveri Seeds, VST Tillers, Mayur Uniquoters, Alembic Pharma, Suven Life Sciences and Atul Auto
- MRPL, Capital First, Sun Pharma, Page Industries
- HDFC Bank, Gruh Finance, L&T, Bajaj Auto, TCS, Crisil, Havells India, Asian Paints, BHEL, Jubilant Foods, Maruti and Swaraj Engines.
13-Dec-2014 Top 10 stocks based on Graham-Buffet methodology (Link)
-
Zensar Technologies
Coal India Ltd
NMDC Ltd
Cairn India Ltd
V.S.T. Tillers Tractors Ltd
Tech Mahindra
Hexaware Tech
Indraprastha Gas Ltd
Infosys Ltd
Engineers India
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/