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You are here: IndiaNotes >> Market Insights - 02 Mar 2016 >> Budget analysis and post budget advice - Market Insights Newsletter
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Welcome to Market Insights.

In this post-budget edition of Market Insights, we are offering an opportunity to our readers to read the views and reviews on the Union Budget 2016-17 by leading research houses including Finapple Ideas, Prabhudas Lilladher, Rudra Shares & Stock Brokers, SKP Research, Way2wealth, AUM CAPITAL, HDFC Securities, SPA Securities, Aarthastra Consulting, Jainam Research, and CD Equisearch.

On recommendations' front, we have Achiievers Equities recommending Natco Pharma, Rudra Shares & Stock Brokers recommending NIIT Ltd, and Firstcall India Equity recommending Premco Global. Lastly, we also have SMC recommending Hindustan Media Ventures and Reliance Infrastructure for the respective upside potentials they hold over the next 8-10 months.


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Natco Pharma: Buy for a period of 12 months for returns of ~32%

According to Achiievers Equities, key launches coupled to increased revenues from oncology and gSovaldi sales in domestic market are likely to trigger operating margins at Natco Pharma by 880 bps to 34.7%. Investors can thus BUY Natco Pharma for a target implying 20x FY18E earnings.

Click here to read the detailed report from Achiievers Equities...

Buy this global leader in Skills and Talent Development for 25% upside over the next one year
According to Rudra Shares, considering the profitability, business transformation, top educational company & leader company among the group, we recommend investors to BUY this scrip with an investment horizon of the next one year.

Firstcall recommend a maker of woven and knitted elastic tapes for target of 640
According to Firstcall India Equity, the company is a manufacturer of Woven and Knit Elastic and Non-Elastic Narrow Fabric, Tape and Webbing. From its vast pre-designed product line to custom made-to-order trim accessories, it can help with all of your Elastic sourcing, globally. Thus, investors can BUY this scrip as a medium- to long-term investment.

Fundamental picks: These stocks have an upside of 17% & 26% respectively
According to SMC, Hindustan Media Ventures grew faster than the industry in terms of both revenue and profits, and is now looking forward to seize the opportunities created by an ever evolving media landscape. Similarly, Reliance Infrastructure believes that initiatives like Make in India and Skill India serve vital national priorities and enjoy several attractive features like relatively low capital intensity, a lower gestation period, minimal regulatory uncertainties, higher job creation, and potential for better return on equity. Thus, SMC are recommending both the scrips for a time-frame of 8-10 months.

Views and reviews of the Union Budget 2016-17
Budget analysis and post budget advice
According to Finapple Ideas, normally budgets are taken as a statement of intent of the government and give a directional view of where they want to take the economy and the country going forward. This time, there is a thrust on rural development and infrastructure build up as well as irrigation, which has multiple impacts on the overall economy.

More views and reviews on the Union Budget 2016-17

Prabhudas Lilladher | Rudra Shares & Stock Brokers | SKP Research | Way2wealth | AUM CAPITAL | HDFC Securities | SPA Securities | Aarthastra Consulting | Jainam Research | CD Equisearch

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