Investor’s Delight

Investor’s Delight is meant for investors who look for companies across all sectors which are fundamentally very sound and can provide great returns for investors having a Long Term horizon. At Ajcon we believe in bottom fishing stocks that witness irrational price movements, due to temporary economic triggers which are potential multibaggers. Selection of stocks is done through analysis of fundamentals like promoters quality, scalable business model, earnings visibility and ability to generate cashflows consistently. In addition, we also recommend “SELL” in stocks where we believe the valuations are stretched and out of comfort zone with fundamentals not justifying it, poor earnings visibility, corporate governance issues and pledged promoter shareholding that can have an impact in poor secondary market conditions.

Alkem Laboratories Ltd.
Buy-28-06-2019

Reco Price (Rs.) Target (Rs.)Upside (%)
1670201821

Bank of Baroda
Buy -07-06-2019

Reco Price (Rs.) Target (Rs.) Upside (%)
122

L&T Finance Holdings
Buy – 10-04-2019

Reco Price (Rs.) Target (Rs.) Upside (%)
14918022

Punjab National Bank Ltd.
Buy – 18-03-2019

Reco Price (Rs.) Target (Rs.) Upside (%)
8610016

Minda Corporation Ltd.
Buy – 05-03-2019

Reco Price (Rs.) Target (Rs.) Upside (%)
15017517

Top picks and view on Indian equities
Buy-18-02-2019

Indraprastha Gas Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
2823502412

GAIL India Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
3173902312

Oil and Natural Gas Corporation Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1351622012

State Bank of India Ltd.
Buy – 02-02-2019

Reco Price (Rs.) Target (Rs.) Horizon (Months)
284

Top picks and view on Indian equities
Buy-31-12-2018

Pidilite Industries

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1101121111 12

Tata Consultancy Services Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1893210011 12

Top picks and view on Indian equities
Buy – 18-12-2018

Security and Intelligence Services Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
77599528 12

ICICI Prudential Life Insurance Company

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
32140326 12

Housing Development Finance Corporation

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1,9042,10012

Top picks and view on Indian equities
Buy – 03-12-2018

Automotive Axles Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%)Horizon (Months)
1,3741,78630 12

State Bank of India

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
28512

Top picks and view on Indian equities during NBFC crisis..
Buy – 20-11-2018

Varroc Engineering

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
7689983012

Mahanagar Gas Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
8281,0763012

Analyst meet update: Camlin Fine Sciences Ltd.
Buy -17-11-2018

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
5612

Analyst meet update: Karur Vysya Bank
Buy -16-11-2018

Equity markets and top Diwali picks for Samvat 2075..
Buy 05-11-2018

Maruti Suzuki

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
7,1369,2763012

Reliance Industries

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1,0741,3422512

Endurance Technologies

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1,256 1,342 1512

Top picks and view on Indian equities..
Buy – 24-09-2018

Quess Corp Limited

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
890 1,230 386-9

BSE Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
7176-9

Top picks and view on Indian equities..
Buy 01-09-2018

Cholamandalam Investment and Finance Company Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
14661,905306-9

Oil India Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
213250176-9

Top picks and view on Indian equities..
Buy 28-07-2018

Larsen and Toubro (L&T)

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1,3111,450116-9

Asian Paints Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1,4341,600126-9

Top picks and view on Indian equities after NDA defeating no–confidence motion..
Buy – 21-07-2018

Cera Sanitaryware

Cera Sanitaryware

L&T Finance Holdings Ltd.

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
155180166-9

RBL Bank

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
576635106-9

Top picks and view on equities when FIIs were on selling spree in debt markets…
Buy – 14-07-2018

Glenmark Pharma

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
567680206-9

Voltas

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
538650216-9

Gayatri Projects Ltd. (GPL) “Robust play in Road EPC sector”
Buy – 19-04-2018

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
200279409-12

Shalby Research Report
Buy – 04-04-2018

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
212 32051

Diwali picks for Samvat – 2074
Buy – 17-09-2017

Ajanta Pharma

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1,1951,50025.512

HT Media

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
10212522.512

Minda Corp

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
1451752112

Persistent Systems

Reco Price (Rs.) Target (Rs.) Upside (%) Horizon (Months)
6508202612

“NR” stands for Not-Rated
“Reco.” Recommedation
* indicates view post correction, buy at CMP & accumulate on dips

Disclaimer

The above ideas in the form of Investor’s Delight are recommendated to our clients inadvance. Ajcon Global Services Ltd. takes no responsibility in any losses suffered. The documents are prepared by Ajcon Global Services Ltd and is not meant for circulation. The documents should not be reported or copied or made available to others. The information contained herein is from the public domain or sources believed to be reliable. While reasonable care has been taken to ensure that information given is at the time believed to be fair and correct and opinions based thereupon are reasonable, due to the very nature of research it cannot be warranted or represented that it is accurate or complete and it should not be relied upon as decision such. Ajcon Global, its directors and employees, will not in any way be responsible for the contents of this report. This is not an offer to sell or a solicitation to buy any securities. The securities discussed in this page may not be suitable for all investors. Investors must make their own investment based on their own investment objectives, goals and financial position and based on their own analysis.