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