Nippon
Yes Securities
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
27 Apr 2022 | Nippon Life Asset Mgmt |
Yes Securities
|
662.05 | 450.00 | 311.35 (112.64%) |
Buy
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27 Apr 2022 | Bajaj Finance |
Yes Securities
|
9302.00 | 9000.00 | 6626.15 (40.38%) |
Buy
|
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26 Apr 2022 | Crisil |
Yes Securities
|
4700.40 | 4100.00 | 3672.75 (27.98%) |
Buy
|
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25 Apr 2022 | ICICI Bank |
Yes Securities
|
1425.00 | 1043.00 | 743.30 (91.71%) |
Buy
|
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25 Apr 2022 | HCL Technologies |
Yes Securities
|
1594.60 | 1407.00 | 1079.25 (47.75%) |
Buy
|
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10 Nov 2020 | Honeywell Automation |
Yes Securities
|
34180.00 | 36310.00 | 29063.50 (17.60%) | Target met |
Buy
|
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09 Nov 2020 | PSP Projects |
Yes Securities
|
637.95 | 519.00 | 390.35 (63.43%) | Target met |
Buy
|
PSP Projects
Yes Securities
Surat Diamond project (SDB) revenues were soft in Q2 FY21 due to low labor availability(whichimprovedonlyinAugust).SDBrevenuesareexpectedtopick upfromQ3FY21onwards.TheQ2FY21monthlyexecutionrateofRs.220mnis expectedtoriseto500600mnonmonthlybasisinQ3forSDB.TheCompany...
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07 Nov 2020 | Ujjivan Small Finance |
Yes Securities
|
44.84 | 40.00 | 32.45 (38.18%) | Target met |
Buy
|
Ujjivan Small
Yes Securities
A large PPOP/earnings beat in Q2; improved cost metric alleviating creditcostimpactonRoARateBUYwith12mPTofRs40 UjjivanSmallFinanceBank(USFB)deliveredalargebeatonearningsinQ2FY21led byastrongerNIIperformance,highernoninterestincome,controlledopexgrowthand lowerthanestimatedprovisioning.Sequentialdeclineingrossadvancesat3.4%(yoy growth decelerated sharply to 8%) was caused by 6% contraction of Micro Banking portfolio(sharedeclinedto76%)wherethebankhasbeencautiousondisbursements and has tightened credit policy. Qoq growth in affordable housing and MSE lending...
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06 Nov 2020 | Manappuram Finance |
Yes Securities
|
231.22 | 225.00 | 158.50 (45.88%) |
Buy
|
Manappuram Fin
Yes Securities
and lowerthanexpected provisions (management's expectation of sustained improvement in collection efficiency in nongold businesses). However, we see the billingcollectiontrends(w/oarrearsandforeclosures)inMFIandCVportfolioasbeing weakerthanpeercompaniesinthesesegments.Thus,weretainourconservativeloan loss outcomes in microfinance (7.5%), vehicle finance (6%) and housing finance (4%) businesses.Notwithstandingthis,weestimateMGFLtodeliver5%RoAinthecurrent yearonthebackofsolidprofitabilityingoldloans.Ascreditcostwouldbemuchlower in nongold segments during FY22, the consol. RoA could climb above 5.5%. RoE...
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03 Nov 2020 | CreditAccess Grameen |
Yes Securities
|
1139.90 | 810.00 | 722.85 (57.70%) | Target met |
Buy
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