Madhu Kela and Sridhar Sivaram had rightly advised us to aggressively buy Banking stocks. The entire banking system is witnessing a ‘Cinderella‘ moment due to low credit costs & high interest rates. The sector can easily give 20% CAGR over the next 3-4 years
Dolly Khanna, Sunil Singhania, Porinju Veliyath & Mukul Agrawal are bullish about J. Kumar Infra. The Company has a robust balance sheet with Debt:Equity of 0.20x. The Co has out-performed on execution, order inflow and balance sheet. It is valued at 9x Sep-24E EPS with a target price of INR 370
Ramesh Damani & Anil Kumar Goel are holding big quantities of a small-cap stock known as Panama Petrochem. The Company is a steady performer and offers a good dividend yield. The promoters hold 70%. The Company is also debt-free
Ashish Kacholia and Utpal Sheth are both now investors in a small-cap known as ‘Raghav Productivity Enhancers’. It is the only organized player in its industry & appears to be a monopoly. We have to keep an eye on the stock and apprise ourselves of its future prospects
Saurabh Mukherjea has confirmed that most large investors in the USA and Europe are fed up with China and are abandoning it in droves. Most of these funds, about 1/2 Trillion dollars, will find its way into Indian stocks. We have to be ready to benefit from that influx
Sridhar Sivaram of ENAM has sent the chilling warning that IT stocks are likely to see serious downgrades and that we should stay away from them. He is very bullish on Banking stocks and advised us to buy any or all of them
Are you a Bag holder of new-age stocks like Nykaa, PB Fintech, Delhivery, Paytm etc and sitting on heavy losses? If so, it may be better to cut your losses now. Experts have sent the chilling warning that when the lock-in period expires in Nov, there may be a deluge of selling
The Little Champs portfolio of 16 small and mid-cap stocks has delivered an impressive annualized return of 30.97% since Aug 2019. 8 of these have sizeable exposure to the global/exports business & are well positioned to gain market share in the current global turmoil. They have strong balance sheets and a diversified revenue base
Hiren Ved is bullish and has equated India with the USA due to its capital innovation and productivity. He has opined that the Sensex will surge & touch 100,000 soon. He has also revealed the top three stocks in his portfolio
Many investors are feeling frustrated at the lack of returns from HDFC Bank even though the PSU Bank stocks have given hefty gains. However, Saurabh Mukherjea has issued the soothing assurance that the outperformance of the PSU Banks is a “temporary phenomenon” & that HDFC Bank will outperform them soon
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