PSBs have made a sharp comeback in recent years, with the Nifty PSU Bank Index alone delivering 162% returns since Mar’22, overshadowing the 24% returns of the Nifty Private Bank index over the same period
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DreamFolks has good earnings growth and strong option value from international expansion plans. Buy for target price of Rs 650 (34% upside): Motilal Oswal
DreamFolks (DFS) is India’s leading airport services aggregator and tech platform, connecting lounges and premium airport facilities with users of bank credit/debit cards. DFS holds a 75%+ volume market share in domestic airport lounges and it is the only player with 100% coverage of airport lounges
Cello has strong brand equity and market penetration & strong track record of healthy financials. Buy for target price of Rs 1100 (31% upside)
Cello World Limited (Cello) is a household brand with presence across categories, such as consumer houseware (FY23 contribution: 66%); writing instruments & stationery (16%); and moulded furniture & allied products (18%). The company has over six decades of experience in scaling up new businesses and carving out leaders among them
HDFC Sec Model Portfolio has outperformed Nifty 50 & BSE 200 with 36.9% YoY return
Our preferred sectors are industrial and real estate, metal, power, insurance, cement & building materials, market infrastructure, pharma and gas. We remain underweight on consumer staples, NBFC, chemicals and small banks. We have added weights in steel, media, staffing and cash/InVIT while weights have been reduced in BFSI, industrial/real estate and energy
Park Hotels has multi brands, prime locations, industry-leading occupancy & competitive ARR. Buy for target price of Rs 285: Anand Rathi
Park Hotels operates 30 hotels (seven owned, three leased, 20 under Management contract) with 2,298 rooms (~1,280/~1018 owned & leased/MC) in luxury categories: boutique upscale (The Park, The Park Collection), upper midscale (Zone by the Park, Zone Connect by the Park), at prime business destinations
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