Ashika Monthly Insight Flip July 2016

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JULY 2016 MONTHLY INSIGHT PERFORMANCE Over the years, Ashika Research based on its rigorous and continuous analysis on fundamental basis, has recommended stocks and consistently achieved the target price recommended. Since January 2012 we have recommended 198 stocks out of which 153 has achieved target. Hit Ratio stands at 77%. Out of these 80 stocks have given a return of more than 100%. During this period the Nifty has given a return of 56% and a return of 75% from its peak. T h e s t o c k s re co m m e n d e d by u s s u c h a s Ce ra Sanitaryware, Symphony, Srikalahasti Pipes, Aurobindo Pharma, Shree cement, MRF, Britannia, Can Fin Homes, Pidilite Ind, Torrent Pharma, Wim Plast, Deccan Cements, Axiscades Engg, Lupin, Maruti Suzuki, Glenmark Pharma, Kaveri Seeds, Havels India, Himatsingka Seide, HPCL, UPL, Indusind Bank, Gujarat Gas, Relaxo Footwears, Zensar Tech, Berger Paints, Hexaware Ltd., Dabur, PI Industries, Bajaj Finserv, Sharda Motor, Emami, Zydus Wellness, Bharti InfraTel, Cummins India, Godrej Consumer, Adani Ports, L&T, Finolex Ind., Escorts, Pidilite, Prism Cement, Pidilite Ind., MRF Ltd., Dr Reddy, Berger Paints India, BPCL, Divis Lab, Ashok Leyland, V-Guard Ind., Tatamotor - DVR, Gulshan Polyols, IFB Industries, Zee Entertainment, Motherson Sumi, Castrol India, Rallis India, Info Edge (India), LIC Housing Fin, AIA Engineering, SKS Microfinance, Indian Bank, Dr. Reddy Lab, Uflex, Axis Bank, Dabur India, City Union Bank, FDC Ltd., Multibase India, Tata Motors, IPCA Lab and Magma Fincorp have generated exceptional returns (more than 100% returns) for our investors. A few of them have generated returns in excess 200% for our investors. We have selected stocks across large cap and mid cap companies and across variety of sectors. For the period analyzed, the stocks recommended by us have outperformed their respective sectoral indices. Success Rate Return Classification 19% 27% 4% 54 Stocks 80 Stocks 77% 14% 27 Stocks 40% 19% 37 Stocks Target Achieved Exit/Booked Calls Open Total Call: 198 More than 100% Return 50-25% Return 100-50% Return Less than 25% Return 4
FDI - WINDOW OF OPPORTUNITY Recommended Stocks 28/06/2016) Jun-16 Dabur India FMCG 290 335 15.5% 320.0 10.3% 313.0 Godrej Consumer Prod FMCG 1481 1750 18.2% 1583.9 6.9% 1528.8 Glenmark Pharma Pharma 851 985 15.7% 865.8 1.7% 784.7 Tata Power Co Power 73 85 16.4% 77.4 6.0% 72.0 May-16 Mahindra & Mahindra Auto 1330 1550 16.5% 1414.0 6.3% 1408.6 PI Industries Paints & Chemical 635 760 19.7% 730.9 15.1% 712.3 DCM Shriram Paints & Chemical 157 195 24.2% 219.1 39.6% 213.8 Target Achieved Apr-16 ACC Cement 1370 1580 15.3% 1614.0 17.8% 1598.4 Target Achieved Whirlpool India Home Appl. 680 810 19.1% 823.5 21.1% 807.0 Target Achieved VA Tech Wabag Water Treatment 518 690 33.2% 645.0 24.5% 585.7 Mar-16 NTPC Power 126 148 17.5% 155.0 23.0% 148.0 Target Achieved Marico FMCG 236 280 18.6% 269.3 14.1% 256.4 Feb-16 HDFC Banking & Finance 1180 1400 18.6% 1268.4 7.5% 1228.9 HCL Tech IT 866 1020 17.8% 877.0 1.3% 713.2 Hero MotoCorp Auto 2562 2820 10.1% 3211.2 25.3% 3020.4 Target Achieved Jan-16 Pidilite Ind. Paints & Chemical 551 656 19.1% 724.8 31.5% 707.5 Target Achieved Indraprastha Gas Oil & Gas 525 624 18.9% 633.0 20.6% 613.9 Target Achieved SH Kelkar Personal Prod. 250 310 24.0% 275.8 10.3% 213.8 Texmaco Rail Engg. & Const. 151 183 21.2% 154.9 2.5% 94.3 Dec-15 Wabco India Auto 6280 7200 14.6% 6450.0 2.7% 5684.5 Sanofi India Pharma 4300 5060 17.7% 4525.0 5.2% 4251.1 Garware Wall Ropes Textiles 388 488 25.8% 436.5 12.5% 359.9 Nov-15 Inox Wind Power 397 500 25.9% 411.4 3.6% 230.9 Sterlite Tech Electrical Equip. 72 107 50.1% 85.6 19.7% 85.6 GP Petroleums Oil & Gas 67 156 132.8% 90.2 34.6% 60.0 HCC Construction 26 43 65.4% 28.3 8.8% 19.8 Oct-15 Castrol India Oil & Gas 433 510 17.8% 474.4 9.5% 374.6 Zee Ent. Media 390 464 19.0% 466.4 19.6% 436.9 Target Achieved Syngene Int Pharma 321 385 19.9% 436.0 35.8% 403.4 Target Achieved Sep-15 Berger India Paints & Chemical 208 247 18.8% 301.9 45.1% 275.7 Target Achieved Ceat Tyre 1080 1245 15.3% 1319.9 22.2% 814.3 Target Achieved Aug-15 Cummins India Electrical Equip. 962 1130 17.5% 1247.7 29.7% 810.7 Target Achieved Greenply Ind. Plywood 187 225 20.1% 263.5 40.9% 250.8 Target Achieved TIME Technoplast Plastic Prod. 66 81 22.7% 69.9 5.9% 49.1 SQS India BFSI IT 680 863 26.9% 1291.0 89.9% 988.7 Target Achieved Jul-15 Asian Paints Paints & Chemical 760 883 16.2% 1037.5 36.5% 980.2 Target Achieved Idea Cellular Telecom 179 209 16.8% 186.5 4.2% 104.4 Gruh Finance Banking & Finance 261 322 23.4% 289.0 10.7% 282.2 Jun-15 Maruti Suzuki Auto 3774 4367 15.7% 4790.0 26.9% 4078.7 Target Achieved Whirlpool India Home Appl. 760 879 15.7% 847.0 11.4% 807.0 Target Achieved May-15 Sun pharma Pharma 925 1220 31.9% 1010.0 9.2% 765.1 Tata Motors Auto 515 615 19.4% 533.8 3.7% 440.4 Ultratech Cement 2680 3300 23.1% 3454.9 28.9% 3400.8 Target Achieved Tata Global FMCG 141 174 23.4% 150.5 6.7% 127.9 Apr-15 Abbott India Pharma 4020 4680 16.4% 6177.7 53.7% 4488.0 Target Achieved Strides Arcolab Pharma 1153 1340 16.2% 1414.0 22.6% 1090.3 Target Achieved Elantas Beck India Chemical 1130 1320 16.8% 1605.0 42.0% 1452.1 Target Achieved Mar-15 MCX Finance 1177 1552 31.9% 1289.9 9.6% 999.5 BEML Electrical Equip. 978 1200 22.7% 1612.0 64.8% 840.0 Target Achieved Rolta IT 191 250 30.9% 196.8 3.0% 62.9 Exit Feb-15 SML Isuzu Auto 979 1222 24.8% 1671.0 70.7% 1144.6 Target Achieved HBL Power Battery 34.9 55 57.6% 64.5 84.8% 33.8 Target Achieved Mangalam Cement Cement 321 432 34.6% 324.5 1.1% 304.8 Exit Amrutanjan Health Pharma 449 650 44.8% 564.9 25.8% 412.7 Jan-15 Torrent Pharm Pharma 1096 1338 22.1% 1718.4 56.8% 1343.4 Target Achieved Emami FMCG 783 924 18.0% 1365.0 74.3% 1097.9 Target Achieved Dewan Housing Finance 199 240 20.9% 284.6 43.4% 202.1 Target Achieved KPIT Tech IT 200 263 31.5% 232.4 16.2% 179.3 Exit Dec-14 Bajaj Corp Personal Prod. 327 385 17.7% 522.0 59.6% 385.0 Target Achieved Alstom India Electrical Equip. 586 725 23.7% 877.0 49.7% 610.0 Target Achieved Transport Corp Transportation 284 354 24.6% 348.5 22.7% 307.3 Target Achieved Multibase India Rubber Prod. 164 300 82.9% 342.5 108.8% 260.6 Target Achieved Albert David Pharma 256 363 41.8% 404.3 57.9% 306.5 Target Achieved Nov-14 ONGC Oil & Gas 395 516 30.6% 412.5 4.4% 211.4 Cadila Helthcare Pharma 277 320 15.6% 453.3 63.8% 321.0 Target Achieved Karur Vysys Banks 541 700 29.4% 619.0 14.4% 499.9 JK Lakshmi Cement Cement 348 396 13.8% 429.9 23.5% 387.6 Target Achieved 5
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Ashika Monthly Insight Flip July 2016

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