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  Sharekhan   

@Sharekhan

Sharekhan by BNP Paribas offers trading and investment solutions that include equities, F&O, commodities, currency, PMS, research & mutual fund distribution.

Followers: 42,076

  •   Sharekhan   

    @Sharekhan

    #SharekhanFNA HDFC Annual Report states: There may be 'inorganic opportunities' for HDFC's group cos, Some subsidiaries may need additional capital for growth, Confident that Housing demand intact; #SharekhanResearch has Buy rating on HDFC #SharekhanKar

    03/07/2020 09:56:30 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharkehanFNA HDFC Life will be included in the Nifty50 index instead of Vedanta from July 31, SBI Cards and Payment Services is to replace HDFC Life from Nifty Next 50 index #SharekhanKar

    03/07/2020 09:55:43 AM     Share:    


      Sharekhan   

    @Sharekhan

    SharekhanResearch retain Hold on Finolex cables with revised PT of Rs325 due to muted outlook in user inds, Mixed #Q4FY20, Slowdown in construction, deferral of Govt pjts & shortage of skilled labourers in the near term to weigh on performance over FY21-22.

    02/07/2020 09:18:48 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch maintains Buy on Bharat Electronics (PT Rs 110); healthy order book of Rs 51,970 crore provides sustainable revenue visibility; order intake to improve during FY2022E; Mgmt expects 10% revenue growth and margin of 20-21% for FY21E #SharekhanKar

    02/07/2020 09:16:58 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanFNA As per media reports Aarti Industries, Abbott India, Adani Gas, Deepak Nitrite, HDFC AMC, ICICI General Insurance, Ipca Laboratories, L&T Infotech, Pfizer, PI Industries and Trent may be added to NSE futures and options (F&O) segment #SharekhanKar

    02/07/2020 09:16:38 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch initiate Buy on Coromandel International (PT of Rs1000); normal monsoon & MSP hikes for kharif crop to boost demand offtake; PAT CAGR of 17.5% over FY20-22E led by higher share of non-subsidy biz. & margin expansion owing to backward integration #SharekhanKar

    01/07/2020 09:29:18 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch maintains Buy on #Petronet LNG with PT of Rs300 as val. of 11.2x its FY22E EPS is attractive given earnings growth visibility (high utilisation for Dahje terminal, Kochi volume to ramp-up), RoE of 29%, div. and FCF yield of 5-6%%; in-line #Q4FY20 PAT

    01/07/2020 09:27:50 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanFNA MSCI has deferred the revisions of new Foreign Ownership Limit (FOL) in its indices till further notice, Sentimentally -VE for cos like L&T and Kotak Bank who were expected to see increased weights, ~$1.3 bn passive inflows to India may be delayed #SharekhanKar

    01/07/2020 09:26:48 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanFNA Marico acquires balance 55% stake in Zed lifestyle (maker of Beardo); the brand has presence in domestic male grooming segment; financial details of deal are not available; However under Marico's fold brand has grown by 3.4x in last three years

    01/07/2020 09:26:25 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch Hold rating on Emami with TP of Rs240; pre-summer sales affected by lockdown in Q4; operations are getting back to pre-covid levels; new launches and recovery in rural demand to drive growth; Reduction in promoters pledging would be key trigger for the stock

    01/07/2020 09:25:52 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanFNA #SharekhanResearch maintains Positive view on #MayurUniquoters (TP raised to 270); company to outpace artificial leather industry on new client addition in autos & entry into PU segment for footwear; P/E of 10.1x FY22 earnings attractive; cash balance at 20% of mcap

    01/07/2020 09:25:04 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch maintains Buy on #Oil India with unchanged price target of Rs115 given attractive val. of 4.6x its FY22E EPS (46% discount to historical average PE multiple) and div. yield of 9-10%; #Q4FY20 PAT above estimate on higher other income and lower depletion cost

    30/06/2020 09:36:04 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch maintains Positive view on #Coal India with 16-18% upside as valuation of 5.5x FY22E EPS is at steep 57% discount to historical average PE multiple and high div. yield of 9-10%; #Q4FY20 in-line PAT but impacted by lower e-auction prices

    30/06/2020 09:35:31 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch converts Asian Paints to Stock Idea under new 3R Research with Buy reco. & PT of Rs1987; Recovery in re-painting demand and shift to branded products in mass end of category will drive near term growth; margin prospects better due to lower crude prices

    30/06/2020 09:06:07 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanFNA As per media reports HDFC Bank planning to raise Rs. 10,000 - 13,000 cr via share sale in India and issuance of ADRs likely in Q3 FY21; capital infusion will help strengthen balance sheet and provide liquidity cushion @HDFCBankNews #Sharekhankar

    29/06/2020 09:28:19 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch remains on Sudarshan Chemical Industries (upside 26-28%); aggressive expansion plans to drive performance (Rs 350 crore capex in pipeline to be commissioned during H2FY2021E); expect revenue & PAT CAGR of 13.4% & 12.0% over FY20-22E #SharekhanKar

    29/06/2020 09:18:52 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanFNA #SharekhanResearch maintains Hold on #AshokLeyland (TP Rs 60); MHCV demand to remain under pressure in near term due to GDP contraction due to COVID 19; economic activity to take time to reach normalcy; valuations at 10x FY22 EV/EBIDTA close to historical average

    29/06/2020 09:18:22 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch downgrade Kajaria Ceramics to Neutral due to fair valuation post downward revision in earnings estimates for FY21,FY22, Weak #Q4FY20 results led by steep decline in sales volume, No capex plan till demand improves significantly #SharekhanKar

    29/06/2020 09:17:41 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch retain +ve view on PNC Infratech with 20-22% upside potential due to attractive valuation, strong OB & healthy balance sheet, #Q4FY20 results better than expectation on execution & OPM front #SharekhanKar

    29/06/2020 09:17:11 AM     Share:    


      Sharekhan   

    @Sharekhan

    #SharekhanResearch maintains Buy on ITC with TP of Rs240; cigarette sales vol. decline by 10-11% in Q4 due to lockdown; cig. capacity operating at 100% selling whatever manufactured; atta, biscuits and noodles growing in high teens; strong DPS of Rs10.15 (div.yield of 5.2%)

    29/06/2020 09:16:32 AM     Share:    


  Sharekhan   

@Sharekhan

Sharekhan by BNP Paribas offers trading and investment solutions that include equities, F&O, commodities, currency, PMS, research & mutual fund distribution.

Followers: 42,076

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