Dalal Street :: India Equity Research, Investment Analysis

What CLSA Recommends to BUY in Market Correction ?

January 22, 20162 min read

The Indian Equity Market has corrected about 20% from the High’s of 30,000. The Index is back to Pre-Modi NaMoBullRun Rally. Amidst the fall, Smart Investors are lapping up stocks which can generate Free Cash Flow. Barring the PSU Banks, other stocks still trade well above their all-time lows.

CLSA French Research House one of the biggest movers and shakers of Indian Market likes the following stocks which have corrected significantly and appear attractive. (more…)

Equity Research

Ambit Cuts SENSEX Target to 28000

September 1, 20152 min read

Ambit Capital Research one of the best entities that has been in sync with how the markets move has cut year End BSE Sensex target to 28,000 from 32,000. Ambit cites reasons that a decisive mandate for the BJP in the 2014 General Elections, the Indian economy was entering its fourth wave of economic expansion but that has not materialized.

Even as their Sensex target moved from 36,000 initially (in November 2014) to 32,000 (FY16 Sensex EPS (more…)

India IPO Reviews and Updates

SEBI’s Regulation for OFS Against Retail Investors Interest

July 31, 2015April 19, 20203 min read

The Securities and Exchange Board of India, SEBI the guardian for Investors across the board in Capital markets in India has devised & designed a severely flawed Offer For Sale [OFS] regulation against the Retail Indian Investors. On the very face of it you will probably think the author of this Article is Insane, but ask yourself how many shares did you get allotted in the recently concluded Power Finance Corporation OFS by the Government of India ?

The Govt of India to maximize its returns stopped announcing the OFS in advance as speculators would drive down the prices and also make a killing by virtue of (more…)

Mutual Funds Review

Retail Indian Investors Back to Share Market via Mutual Funds

July 14, 2015April 19, 20202 min read

The Retail Indian Investors is back into the Share Market after a gap of 6 years after their tryst with Real estate & Gold appeared to have given lesser returns than the Equities.

Increased participation of retail investors through Mutual Funds [MF] rather than direct equity purchases is an encouraging development as it is the Fund Managers job to manage your Hard Earned money at a cost of say around 2% which is worth it. Didn’t we (more…)

Equity Research

Out of The Box Approach Analyst from UBS Downgrade Yes Bank

July 8, 20152 min read

We’d like to commend the remarkable job done by Out of the Box thinking Analysts covering the Finance / Banking vertical at UBS Securities. What they did is instead of completely relying on data provided by companies to them, they went a step ahead and collected 7,000 collateral documents (used to secure loans) filed at Ministry of Corporate Affairs [MCA] which are pertaining to 100 potentially stressed companies covering approximately US$100bn in loans to understand the exposure and lending practices of banks. Then they tested the financial stability of Banks against (more…)

Economy, Markets and Macro Views

What are Various FIIs Views of Indian Equity in 2015-16 ?

May 29, 20152 min read

There is no doubt that India is in a Structural Multi Year Bull Run. One should not be too much worried about Bull Market Corrections as we have seen it happen 22 times at 10% in the last 10 years. In this backdrop, we’d like to summarize the views of various Foreign Investors who now own 25% of Indian Equity Market while Indians poured all their money in non-productive assets such as Gold & Real Estate.

BOFA Merrill remain positive on the Indian markets over next 6 to 9 months and expect an up-turn in consumption over the next 6 months on (more…)

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Retail Indian Investors Back to Share Market via Mutual Funds

Out of The Box Approach Analyst from UBS Downgrade Yes Bank

What are Various FIIs Views of Indian Equity in 2015-16 ?