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Angel Broking Top picks

Angel Broking Top picks

Top Picks

AngelTopPicks_ December_2018

Market cooled off slighlty in the month of November after witnessing a severe pain in the previous two months as the crude oil price fell from the peak of $85 to below $60 and the rupee also showed decent appreciation. BSE 100 saw a slight appreciation of 3% in November after seeing a fall of 9% in the previous two months. Our top picks h..

Indian macros have seen remarkable improvement over the last four years viz. good growth in GDP, record food production, stable inflation rate and controlled current account deficit (CAD) coupled with three consecutive good monsoons. The key market indices also surged during these years, leaving the valuation metric in the over bought zon..

Market witnessed severe pain in the month of September owing to several concerns like rising crude oil prices, falling rupee amid IL&FS debacle. Amid liquidity concerns, market also struggled with valuation concerns which led to a 4.5% fall in the BSE 100 benchmark in the month of September. Our top picks have generated a total return..

Market continue to rebound in the month of August after posting couple of subdued months till July. Overall, BSE 100 benchmark returns have perked upto 14.5% in the past 1 year. We have added 3 new stocks in the month of August namely- TTK Prestige, Inox Wind and Ashok Leyland while we booked out one stock- matrimony.com. Overall, our top..

Aug 20th 2018

Inox Wind Ltd

Outlook & Valuation: We expect Inox Wind to report exponential growth in top-line and bottom-line over FY2019-20E. The growth would be led by changing renewable energy industry dynamics in favor of wind energy segment viz. changes in auction regime from Feed-In-Tariff (FIT) to reverse auction regime and Government’s guidance for incre..

Market have rebounded in the month of July after posting couple of subdued months. Overall, BSE 100 benchmark returns have perked up to 11.5% in the past 1 year. After adding 8 new stocks in the month of June, we haven’t added any new stocks in the month of July. Overall, our top picks have generated a total return of 70% since inception ..

Market have largely remained flat in the month of June as global trade fear continued to linger. Overall, BSE 100 benchmark returns have cooled off to 10% in the past 1 year. We have added 8 new stocks in the top picks – Bata, JSPL, Amber, Shriram Transport, RBL bank, Aurobindo Pharma, Yes bank and GMM Pfaudler in our top pick as the rece..

JSPL is currently placed at an inflection point where it is witnessing positive changes like (a) end of capex cycle and equipped with fully operational Angul plant with 5 MTPA capacity, (b) increasing demand of power going forward with expectation of signing new PPA at JPL, (c) monetization of few assets like disinvestment of Tamnar- (EU..

Market succumbed to various fears like poor coporate earnings, rising crude oil prices, globar trade war and lost 2.4% in the month of May after a 5% gain posted in April. Overall, BSE 100 benchmark returns have cooled off to 10% in the past 1 year. Q4 earnings of Nifty 50 companies were down by ~9 % yoy mainly due to disappointment from ..

Market succumbed to various fears like poor coporate earnings, rising crude oil prices, globar trade war and lost 2.4% in the month of May after a 5% gain posted in April. Overall, BSE 200 benchmark returns have now come down to 9% in the past 1 year. Q4 earnings of Nifty 50 companies were down by ~9 % yoy mainly due to disappointment fro..

Market broke from the falling streak in the month of April and recovered 5% that it had lost since the beginning of the year. Overall, BSE 200 benchmark returns have been decent 15% in the past 1 year. Now, the focus has turned on Q4 earnings and the growth in earnings ( amid good monsoon forecast) is slated to revive in coming financial ..

Market continued to fall for the second consecutive month ( YTD return (-)5%) in the month of March amid various macro concerns like rising US bonds yield and oil prices etc. Further, LTCG concerns also led to profit booking towards the end of FY2018. However, this correction has also come after a decent rally we had seen in January 2018...