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.
Posts in category investments
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
ICICI Bank is well poised to deliver sustainable growth and profitability! Buy for target price of ₹1550 (17% upside): Motilal Oswal
We met with Mr. Rakesh Jha (Executive Director – Retail, Corporate Banking and Small Enterprises) and Mr. Abhinek Bhargava (Head – Investor Relations) from ICICI Bank (ICICIBC) to discuss the bank’s business outlook and other key focus areas
Patel Engineering has strong opportunity from the key segment coupled with stable balance sheet. Buy for target price of ₹70 (24$ upside): ICICI DIrect
Patel Engineering is an EPC player which specialises in technology-intensive areas like hydro, tunnelling, irrigation, water supply, urban infrastructure, and transport
Apeejay Surrendra Park Hotels is poised for sustainable earnings growth. Buy for target price of ₹245 (27% upside): IDBI Capital
We initiate coverage on Apeejay Surrendra Park Hotels Ltd. (ASPHL) with a BUY rating and TP of Rs245, valuing it at 19x EV/EBITDA on FY27E. We like ASPHL in domestic mid-segment hotels space considering 1) Strong positioning in midsegment branded hotels in key cities, 2) Robust pipeline of hotels in next 4 years, 3) Focus on expansion of Flurys business, 4) Superior performance on operating metrics compared to industry peers, and 5) Management pedigree.
Midhani is expected to benefit substantially from further pick-up in execution, robust order prospects, new product developments. Buy for target price of ₹430 (27% upside): ICICI Direct
Mishra Dhatu Nigam (Midhani) is one of the key manufacturers of critical metals such as special steels, super alloys (nickel base, iron base and cobalt base), titanium alloys etc. The company primarily cater to the requirements of sectors like defence, space and energy
Adani Ports is very well placed to continue to outpace industry growth and gain market share. Buy for target price of ₹1530 (29% upside): Motilal Oswal
We believe the company is very well placed to continue to outpace industry growth and gain market share. The integration of the logistics business with the ports business is enhancing its service offerings and transforming the company into a transport utility. We reiterate our BUY rating with a TP of INR1,530 (29% upside)
Archean Chemical Industries is a robust play on the recovery in bromine and industrial salt markets. Buy for target price of ₹840 (19% upside): Chola Securities
Archean Chemical Industries is a robust play on the recovery in bromine and industrial salt markets, the scaling of SOP production, and the expanding footprint in high-growth derivative and technology sectors. Worst seems to be behind it, the company is set to capitalize on favorable macroeconomic trends and its strategic growth initiatives, making it an attractive investment for long-term value creation
PGIL is a perfect candidate for a valuation re-rating given its execution capabilities, growth opportunities, and quality management: Nuvama
PGIL has been improving its productivity and is on a capex spree. Its manufacturing bases in Bangladesh, India, Vietnam, Indonesia and Guatemala make it one of the preferred suppliers for top retailers and brands. With all growth levers in place and multiple industry tailwinds, PGIL will be one of the foremost beneficiaries
List of 12 Quality Stocks with high dividend yield from 3.2% to 10.9% by IDBI Capital
Selection criteria – Market cap should be more than 500 Cr, Dividend yield should be more than 3%, the company should be profit making for past 3 years, Five year average ROE should be more than 9, Special Dividend (one off) are not taken into consideration, while consistent Special Dividend are considered, Consistent dividend paying track record
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