Angel Broking Top picks Reports

Market largely stayed stable in the month of December after witnessing a severe pain in the previous few months as the crude oil price fell from the peak of $85 to below $43 and the rupee also showed decent ppreciation. BSE 100 saw a marginal appreciation of 1% in December after seeing a fall in …

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 …

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 zone. However, the recent …

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 zone. However, the recent …

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 …

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 …

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 …

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 increasing wind energy capacity from …

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 …

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 …

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- …

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 …