Saurabh Mukherjea has taken advantage of the savage crash in the stock markets to aggressively buy his favourite stocks. His latest stock pick is a debt-free blue-chip MNC with strong prospects
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- Sobha has operational excellence & market leadership with a vision of market expansionSobha has operational excellence & market leadership with a vision of market expansion. Demand is robust. Top-notch execution to drive pricing premium for luxury segment. Valuation supportive, at discount vs. peers, risk-reward favourable. TP ₹2639 (46%) https://rakesh-jhunjhunwala.in/sobh...for-target-price-of-₹2639-46-upside-hdfc-sec/... Sobha has operational excellence & market leadership with a vision of market expansion
- Transport Corporation is a consistent performer available at attractive valuationsTCIL is a good opportunity in the logistics sector. Margin improvement is in store. Additional thrust from JVs to improve earnings. Revenue/EPS CAGR of 11%/10% expected. It is a consistent performer available at attractive valuations. TP is ₹1200 (+25%) https://rakesh-jhunjhunwala.in/tran...et-price-of-₹1200-25-upside-icici-securities/
- Steel Strips Wheels is on a steady growth trajectory, re-rating is imminentSteel Strips Wheels is on a steady growth trajectory, re-rating is imminent. Capacity led expansion will propel topline growth. Capital efficient business model with 11% EBITDA margin & ~14-17% return ratios profile. Inexpensive valuations. TP ₹ 330 (40%) https://rakesh-jhunjhunwala.in/stee...-target-price-of-₹330-40-upside-icici-direct/... Steel Strips Wheels is on a steady growth trajectory, re-rating is imminent
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- Sobha’s valuation is supportive, at discount vs. peers, risk-reward favourable. Buy for target price of ₹2639 (46% upside): HDFC Sec:
- Transport Corporation of India is a stable play. Buy for target price of ₹1200 (25% upside): ICICI Securities
- Steel Strips Wheels Ltd is on a steady growth trajectory, re-rating is imminent. Buy for target price of ₹330 (40% upside): ICICI Direct
- Mankind Pharma is unlocking new vertical through BSV acquisition. Buy for target price of ₹2650 (24% upside): Motilal Oswal
- Zen Technologies is a niche defense play! Buy for target price of ₹1775 (31% upside): Motilal Oswal
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