If you look at the order book of a lot of these infra companies, their performance in the last two quarters, and the quality of balance sheet, which is getting built up, and with this certainty again, this good work will continue for the next few years, if not more. At least I can see a visibility of that kind of timeframe, I think these stocks are still trading at very, very compelling valuations
Ashish Kacholia mastery in picking multibagger stocks is evident from the fact that 9 stocks in his portfolio of small & mid-cap stocks have given gains in excess of 100% in FY 2023-24. 3 have given returns in excess of 200%. Mukul Agrawal, Vijay Kedia & Madhu Kela are also invested in some common stocks
Metro Brands has been added to the Rising Giants portfolio. Metro is the most efficient footwear retailer in India, with earnings CAGR of 20% & store level ROI of ~60-80%. Promoters hold 74.2%. Jhunjhunwala holds 9.6%
Trent is quoting at 50x P/E and not at 110x P/E as assumed by analysts One of the paramount concerns of analysts about Trent is its alleged nose-bleed valuations of 110x P/E. Saurabh straightaway dealt with this concern and rubbished it. “When the market says it trades at 110 times PE, I am always circumspect […]
Gautam Shah of Goldilocks has discussed the stocks that he is bullish and bearish on. Some of the stocks recommended for buy are fail-safe Blue-Chip stocks with high dividend yield and upside potential of up to 40%
GRSE, a multibagger midcap PSU with 74.5% Promoter holding is the crown jewel of Ramesh Damani’s portfolio (762% in 5 years). He says PSU stocks will be the leaders of the post-election Bull market. They are quoting at modest valuations & investors should invest in them for handsome gains
HAL is up 67% YoY but is still not expensive. The entire Defense sector is witnessing superior growth due to the Govt’s push & has a lot of steam left. HAL is the leader of the pack & has a lot of room for appreciation. It will continue to do well for next 10 years: Madhu Kela, Vikas Khemani
Cochin Shipyard Ltd is a leading player in the construction of all kinds of vessels, repairs, and refits of all types of vessels including periodic upgradation and life extension of ships. It is a PSU mid-cap with a market capitalisation of Rs 13,775 crore. The Government holds 72.86% of the equity capital
HINDWARE has grown significantly and gained market leadership in sanitary ware and is a major faucet ware player. It has good growth prospects. A number of investing luminaries like Sunil Singhania, Mukul Agrawal, noted FIIs and HNIs hold big stakes in the small-cap Company.
That was really the golden time to buy the stock by truckloads since it was obvious that TCS was working overtime to get the trading platform ready and once that hppended, the stock would resume its golden days.
Recent Comments