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- SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetizationSOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization. The Co trades at 8.5x FY25E EV/EBITDA (based on FY25E pre-sales), which is at a 15-30% discount to its comparable peers (PEPL, GPL, MLDL & Sunteck). TP ₹2213 (+44%) Download research report ... SOBHA’s ~190msf of land reserve is valued at […]
- Sunil Singhania & Madhu Kela are bullish about Himatsingka SeideSunil Singhania & Madhu Kela are bullish about Himatsingka Seide. Singhania's Abakkus Fund holds 6.78% worth ₹137 Cr. Kela's Cohesion MK Fund holds 4.07% worth ₹82 Cr. M-Cap is ₹2100 Cr. Promoters hold 37%. Co is dominant in branded Home Textile with a 'fibre to shelf' model
- Suraj Estate Developers has a robust project lineup & launch pipeline. TP ₹992 (+73%)Suraj Estate Developers has a robust project lineup & launch pipeline, leadership position in redevelopment projects, strong cost advantage, proven track record, huge addressable market and healthy Balance Sheet with predictable cash flows. TP ₹992 (+73%) Download research report... Suraj Estate Developers has a robust project lineup & launch pipeline. TP ₹992 (+73%)
Recent Posts
- Sobha’s landbank rationalization; pipeline provides healthy visibility. Buy for target price of ₹2213 (44% upside): Motilal Oswal
- Sansera Engineering’s robust order book and diversification will drive growth. Buy for target price of ₹2000 (35% upside): ICICI Direct
- Ador Welding is a strong play on the Capex Upcycle. Buy for target price of ₹1621 (42% upside): IDBI Capital
- Suraj Estate Developers has leadership position in the redevelopment segment. Buy for target price of 992 (73% upside): Nuvama
- NTPC Green Energy Ltd has exponential growth potential. Subscribe to the IPO: SBI Securiies
Recent Comments
- anil on Ace Stock Picker Maheen Rahman Recommends Mega Multibagger Stocks Which Will Be “Next HDFC Bank, Kotak Bank”
- Shaileshbhai Rajwadi on Kenneth Andrade reveals his latest stock picks & strategy for 2024. He is very bullish about Pharma, Liquor and Metal stocks but is avoiding banking stocks
- Surineni Sudhakar on Sunil Singhania’s (Abakkus) purchase of 6.7% of Shriram Pistons appears to be because of its EV prospects
- Anil on Prashant Jain has invested in a portfolio of promising small and nano-cap stocks from different sectors.
- Anil on Prashant Jain has invested in a portfolio of promising small and nano-cap stocks from different sectors.
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