Research Scorecard
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MOMENTUMPICK Research Scorecard August 2021 Retail Equity Equity RetailResearch – ICICI ICICI Securities Key pillars of our equity proposition Intensive Research Innovative & flexible products . Dedicated team for fundamental, derivative . Offer innovative and unique products to and technical research cater to every client’s need . Total 33 fundamental research analysts . Provide flexibility in product and covering 360 companies across sectors service features MOMENTUMPICK . Customised research solutions – for . Execution investing or trading using cash, equities or . Margins derivatives . Liquidity Strong service platform Institutional & Corporate Services . Dedicated equity advisors to guide you on . Institutional services offered to our HNI the markets clients . Online and mobile platforms for trading . Block deals and account tracking Equity RetailResearch . VWAP trading – . Online reporting systems for tracking . Compliance reporting and monitoring transactions, profitability, securities services for employee accounts position and cash movement ICICI ICICI Securities Research Coverage Universe 2 Research PhilosophyResearch 3 ICICI Securities – Retail Equity Research MOMENTUM PICK Stock selection basis Fundamentals Derivatives • Financials of the company . Open interest accumulation pattern • Growth prospects of the industry and vis-à-vis price behaviour. company . Analysis of stock discount/premium MOMENTUMPICK • Quality of management and rollover analysis along with delivery activity • Competitive landscape Valuations Technicals . Stock price vis-à-vis: . Chart based parameters . Peers . Moving average price . Earnings quality . Trend reversals . Intrinsic value . Historical cycles Retail Equity Equity RetailResearch – . Patterns ICICI ICICI Securities 4 Research catering to client needs Fundamentals Derivatives Technicals Long term Investing MOMENTUMPICK Medium term Investing Short term Trading Retail Equity Equity RetailResearch – Intra – day Trading ICICI ICICI Securities High Low Absent 5 Research basket . Three to five years perspective – Equity model portfolio Long term . Twelve to 15 month perspective – Detailed company reports Investing . Others – Muhurat Picks and Annual & Mid-Strategy Picks MOMENTUMPICK Medium term . Three to Six months perspective Investing . Quant Picks and Gladiator Stocks . Seven to 30 days perspective Short term . Monthly and Weekly Reports – Technical & Derivatives Trading . Momentum Pick, Positional Derivatives and Volatility Insight . One to three days perspective Intra – day . Daily Calls – Technical, Momentum and Derivatives Equity RetailResearch Trading – . Intra-day Calls – BTST, Margin and Derivatives ICICI ICICI Securities 6 MOMENTUMPICK Research Performance – Long Term Investing Retail Equity Equity RetailResearch – ICICI ICICI Securities 7 Nano Nivesh, Instinct, Stock Tales, well accepted fundamental products . It is a regular pursuit of the Research team to identify new investment ideas for our valuable customers. The same has been bought under coverage through detailed initiating reports, Nano Nivesh and I-direct Instinct formats . Average CAGR/ HPR return for released Nano Nivesh reports show they have performed reasonably well with seven stocks turning into multi-baggers MOMENTUMPICK . I-direct Instinct report format captures the tactical market opportunity in a time bound manner . Stock Tales are concise, holistic stock reports across a wide spectrum of sectors Retail Equity Equity RetailResearch – ICICI ICICI Securities I-direct Nano Nivesh performance Nano Nivesh Recommendations R Initiation/Update CAGR/HPR Returns (%) since Company Name Initiation Date (T) Update Date CMP ePeak stock price Stock price Initiation/ Update date t Siyaram Silk Mills 13-Dec-12 12-Aug-21 390 401 766.1 2.8 D-Link India 20-Mar-13 18-Sep-18 85 130 163.2 15.3 Wim Plast 02-Apr-13 15-Sep-20 397 501 1644.7 12.4 Butterfly Gandhimathi Appliances # 03-Mar-14 05-Feb-21 615 787 862.0 28.0 Accelya Kale 30-Jun-14 06-Aug-21 1450 1303 1503.4 -10.1 MOMENTUMPICK Apcotex Industries* 18-Jul-14 26-May-20 95 348 374.0 182.4 Sonata Software 12-Sep-14 05-Aug-21 813 854 890.0 5.0 Gandhi Special Tubes 06-Jan-15 23-Jul-21 475 456 497.1 -3.3 Control Print* 28-Dec-15 29-Jul-20 213 341 525.2 60.1 Sagar Cement 29-Dec-15 17-Aug-21 310 273 310.0 -9.6 Emmbi Industries 31-Dec-15 22-Jun-20 67 103 247.0 40.7 Majesco*(CMP ex-spl dividend) 30-Mar-16 08-Oct-20 845 82 1147.0 - Phillips Carbon Black* 11-Jul-16 27-Jul-21 250 248 296.2 -0.9 Shree Pushkar Chemicals 13-Jan-17 18-Feb-20 118 209 332.0 46.5 NCL Industries 20-Mar-17 01-Jul-21 211 244 298.4 15.6 Linc Pen & Plastics 12-Jan-17 13-Jun-19 200 210 518.6 2.8 Kanpur Plastipack 23-Mar-17 18-Mar-20 41 264 297.2 246.2 Bodal Chemical 12-Oct-17 14-Feb-20 78 108 185.3 24.3 Ineos Styrolution India 12-Oct-17 18-Nov-19 786 1374 1555.0 37.6 MM Forgings 29-Nov-17 23-Aug-21 707 805 830.0 13.9 Equity RetailResearch Simmonds Marshall 18-Apr-18 22-Nov-19 42 38 151.0 -5.0 – Shaily Engineering Plastics 25-Apr-18 19-Aug-21 1808 1802 1897.0 -0.3 Investment Precision Castings 01-Jun-18 02-May-19 250 333 505.4 13.6 Saregama 07-Sep-18 26-Jul-21 3305 3442 3573 4.1 Vardhman Special Steel 18-Apr-19 02-Jul-21 248 264 272.0 6.3 Mastek Ltd 21-Nov-19 21-Jul-21 2499 2800 2932.0 12.1 ICICI ICICI Securities Anup Engineering 24-Sep-20 28-Jul-21 1030 1001 1055.0 -2.8 *Adjusted for stock split/ corporate events *CMP as on 6th September 2021 I-direct Instinct performance Idirect Instinct Recommendations R Initiation/Update CAGR/HPR Returns (%) since Idirect Instinct Initiation Date (T) Update Date CMP ePeak stock price Stock price Initiation/ Update date t Hester Biosciences 29-Mar-17 13-Aug-21 2414 2381 2920.7 -1.4 Oriental Hotel 23-Mar-17 28-May-21 38 36 66.5 -6.2 Godrej Industries 10-Jul-17 21-Nov-19 445 575 686.7 18.6 Morganite Crucible 11-Jul-17 - 1122 1075 2252.3 -1.1 Birla Corporation 13-Jul-17 10-Aug-21 404 1346 1500.9 233.2 Zee Media Corp 19-Sep-17 08-Aug-19 11 9 48.8 -7.6 MOMENTUMPICK Royal Orchid 19-Sep-17 18-Apr-18 232 72 223.4 -28.4 Action Construction Equipemnt 14-Nov-17 03-Aug-21 255 239 263.7 -6.1 NESCO 23-Nov-17 19-Feb-21 600 600 778.0 0.0 Hawkins Cookers 24-Nov-17 04-Feb-21 5700 6206 6449.0 8.9 South Indian Bank 27-Nov-17 26-Mar-20 11 10 33.3 -6.8 Titagarh Wagons 27-Nov-17 - 165 91 184.0 -14.7 Sundaram Finance 06-Dec-17 25-Feb-21 2405 2565 2884.0 6.7 Sanofi India 18-Dec-17 28-Jul-21 7960 8419 8833.9 5.8 Merck ltd 19-Dec-17 27-Aug-21 5485 5332 7430.9 -2.8 Abbott India 19-Dec-17 07-Aug-21 17507 19618 20845.0 12.1 Pfizer Ltd 19-Dec-17 29-Jul-21 5929 6038 6098.0 1.8 Goodyear India 03-Jan-18 19-Mar-21 920 1044 1304.7 13.5 GM Brewaries 04-Jan-18 - 776 583 942.6 -7.8 Hindustan Oil Exploration 07-Feb-18 - 118 178 193.0 12.4 Retail Equity Equity RetailResearch NGL Fine-Chem Ltd 20-Mar-18 - 363 2999 3781.0 82.8 – EIH Associated Hotels 27-Mar-18 08-Nov-19 312 324 630.3 2.5 FDC India 07-Aug-18 - 244 343 382.4 12.0 Hikal 12-Oct-18 08-May-21 326 633 701.0 94.3 Hind Rectifiers 29-Mar-19 14-Nov-19 212 226 260.8 3.7 HUDCO 13-Jul-17 18-Sep-20 35 43 95.5 10.8 Tube Investments of India 29-May-20 - 360 1330 1387.0 184.4 ICICI Securities Suven pharma* 10-Oct-18 09-Jun-21 472 525 579.0 11.1 Munjal Showa 13-Jul-20 - 100 137 180.0 28.8 IDFC Ltd 14-Aug-20 - 28 50 59.2 79.8 *CMP as on 6thSeptember 2021 I-direct Instinct performance Mayur Uniqouter 25-Aug-20 15-Jul-21 500 481 529.2 -3.9 Atul Auto 10-Sep-20 - 175 197 280.9 12.4 Matrimony.com Ltd 14-Sep-20 13-Aug-21 1128 999 1190.0 -11.4 Intellect Design Arena 17-Sep-20 29-Jul-21 745 643 853.6 -13.7 Gokaldas Exports 21-Sep-20 03-Aug-21 202 203 219.1 0.6 Orient Cement 07-Oct-20 04-Aug-21 170 166 167.1 -2.4 Minda Corporation 24-Dec-20 30-Mar-21 95 128 145.2 34.5 Huhtamaki India 01-Jan-21 03-Mar-21 277 264 339.5 -4.5 Endurance Technologies 05-Jan-21 - 1370 1589 1755.5 15.9 MOMENTUMPICK Indian Energy Exchange 16-Mar-21 24-Jul-21 443 561 597.0 26.7 Pricol Ltd 01-Apr-21 - 70 84 103.5 19.5 Automotive Axles 06-May-21 - 1050 1238 1500.0 17.9 Sandhar Technologies 16-Jul-21 - 290 285 305.0 -1.7 PPAP Automotive 22-Jul-21 - 247 257 325.0 4.0 *Split, Ex-bonus Retail Equity Equity RetailResearch – ICICI ICICI Securities *CMP as on 6th September 2021 I-direct Stock Tales performance Idirect Stock Tales Recommendations R Initiation/ Update CAGR/HPR Returns (%) since Idirect Stock Tales Initiation Date (T) Update CMP e Price Initiation/ Update date t Polycab India Ltd 13-Sep-19 23-Jul-21 1890 2328 23.2 Avenue Supermarts 13-Sep-19 22-Jul-21 3396 3921 15.5 Tata Chemicals* 16-Sep-19 07-Aug-21 824 839 1.8 Mphasis Ltd 16-Sep-19 23-Jul-21 2537 3026 19.3 Radico Khaitan 24-Sep-19 30-Jul-21 900 904 0.4 GTPL Hathway 27-Sep-19 20-Jul-21 182 221 21.6 MOMENTUMPICK Adani Total Gas Ltd 30-Sep-19 28-Jun-21 1130 1404 24.3 Gabriel India 30-Sep-19 05-Aug-21 128 143 11.5 Tata Metaliks 01-Oct-19 16-Jul-21 1265 1048 -17.2 Amber Enterprises 04-Oct-19 10-Aug-21 2890 3183 10.1 Nirlon Ltd 17-Oct-19 28-Jun-21 309 304 -1.6 VIP Industries 18-Oct-19 12-Aug-21 450 480 6.6 Globus Spirit 25-Oct-19 11-Aug-21 850 1030 21.1 Security & Intelligence Services 04-Nov-19 02-Nov-20 383 482 25.8 Ador Welding 26-Nov-19 11-Jun-21 599 675 12.6 Zydus Wellness 03-Dec-19 01-Aug-21 2127 2284 7.4 Shalby Ltd 10-Dec-19 13-Aug-21 197 194 -1.6 Healthcare Global Enterprises 10-Dec-19 14-Aug-21 247 242 -1.9 Aster DM Healthcare 10-Dec-19 13-Aug-21 158 226 43.1 Zensar Technologies 20-Dec-19 27-Jul-21 403 444 10.1 Retail Equity Equity RetailResearch Motilal Oswal Financial Services 23-Dec-19 17-Mar-21 660 820 24.2 – 5paisa Capital 23-Dec-19 16-Jul-21