Saurabh Mukherjea says that the impact of slowing growth & NPA risks means that quality stocks in the Kings of Capital portfolio will thrive. He has added new stocks to the portfolio
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Anant Raj is riding India’s data center localization wave. Buy for target price of ₹1100 (31% upside): Motilal Oswal
Anant Raj (ARCP) is transitioning from its stronghold in real estate to a diversified business model with strategic investments in data centers (DCs) and cloud services. This shift capitalizes on India’s burgeoning data localization and digital transformation trends. With a planned capacity of 300MW for DC over the next 4-5 years, the company is leveraging its existing technology parks to enhance execution speed and cost efficiency
Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while continuously improving asset quality. Buy for target price of ₹3825 (30% upside): Axis Securities
We initiate coverage on Shriram Finance Ltd (SFL) with a BUY recommendation and a target price of Rs 3,825/share, implying an upside of 30% from the CMP. Born out of the merger of Shriram Transport Finance (SHTF), a pioneer in used CV financing and Shriram City Union Finance (SCUF), a diversified retail-focused NBFC – ‘Shriram Finance (SFL)’ is the flagship company of the Shriram Group. The company provides lending services from its diversified product suite. It has been able to deliver strong AUM growth of ~20% CAGR over the 2 years post-merger, while continuously improving asset quality
Awfis Space Solutions delivered 30%-plus revenue growth for FY25 and expansion in EBITDA margin upwards of 12%. Buy for target price of ₹1049 (44% upside): ICICI Securities
In H1FY25, Awfis Space Solutions (Awfis) delivered on two of its main FY25 guidance parameters, viz. 30%-plus revenue growth for FY25 and expansion in IGAAP EBITDA margin upwards of 12% (H1FY25 YoY revenue growth of 39% and IGAAP EBITDA margin of 13.3%)
Ashish Kacholia’s portfolio gave a return of 80% in CY24. Three stocks gave multibagger returns of 200%
Ashish Kacholia’s portfolio has delivered a return of 79.8% in the calendar year 2024. The top performer in the portfolio was Shaily Engineering Plastics, which soared by an impressive 345%, followed by Garware Hi-Tech Films at 261%, and Balu Forge Industries at 223%
Stock Markets (Nifty) set for double digit gains to 28800 in CY25: ICICI Direct Technical Outlook
Historically, buying near 52 weeks EMA offers favourable risk reward with a median return of 23% in next 12 months with median drawdown below 52 weeks EMA of 6%
TOP DIVIDEND YIELD STOCKS by Axis Securities
Top 15 Dividend Yield Companies from the Large Cap, PSU Stocks, Mid Cap and Small Cap space.
Ten stocks with strong earnings growth and price momentum close to their 52-week highs by MarketSmith
MarketSmith has identified ten stocks with strong earnings growth and price momentum close to their 52-week highs by applying the principles of William J. O’Neil. The analysis is by integrating both fundamental and technical analysis, emphasizing historical trends
Strides Pharma: How to compute cost of acquisition of shares post-demerger between Strides Pharma and Onesource
Strides Pharma Science has provided guidance on the post-demerger cost of acquisition and the allocation between Strides and Onesource shares. It has explained how to split the cost of acquisition between Strides and Onesource shares.
Power Mech Projects’ earnings are expected to grow at 41.3% and for ROE to improve significantly to 20.3% in FY27E. Buy for target price of ₹3330 (21% upside): Geojit
Power Mech Projects Ltd. (POWM) is a leading infrastructure construction company based in Hyderabad with a global presence. The company’s order book is largely backed by orders from Power segment which accounts for 76.8% of total mix
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