List of 14 Quality Cos with dividend yield of 3% & more. Selection criteria is Market cap more than ₹500 Cr, Dividend yield more than 3%, Co is...
DCX Systems is benefiting from “Make in India” initiative. Defence order below ₹2000 Cr must have Indian Co as prime contractor with 40-50%...
Dolly Khanna has invested in 1.16% of Indian Metals & Ferro Alloys worth ₹56 Cr. M-Cap is ₹4900 Cr. Promoters hold 59%. Mukul Agrawal holds 1.11%...
List of 50 stocks offering high Dividend Yield from 3.2% to 8.8%. Yield is computed based on the closing price of 1st January 2025. Only Cos that...
ITC Demerger: ITC Hotels has a long runway to capture growth opportunities in tourism. RoCE is ~20%. It has a net cash surplus with negligible...
8 stock picks for CY25 with up to 26% upside potential based on key big themes such as (i) capex & infrastructure development; (ii) premiumisation...
Lumax Auto is vrooming ahead. It has high share of business with leading PV & 2W OEMs such as M&M, Maruti, Tata Motors, Bajaj Auto & HMSI which...
2025 Picks: 9 Quality Stocks with up to 31% upside potential. Last Year recommendations delivered astounding Return of 35.8% vs Nifty's Return of...
Raymond Lifestyle has multiple growth drivers. It boasts legacy of established brands such as Park Avenue. However brands remain under-penetrated...
Sunil Singhania's Abakkus has bought 10.69L shares of Aarti Pharma at ₹575 for ₹61.5 Cr. M-Cap is ₹5800 Cr. Promoters hold 46%. Co operates in 3...
PNB Housing is undergoing a transformation to morph into a franchise that will be stronger, more resilient & with high predictability in earnings...
Piramal Pharma is seeing strong momentum in CDMO. Postponement of the Biosecure Act is unlikely to cause growth related issues as China...
Hiren Ved has no Bank stocks in his portfolio because Banks are unable to get cheap deposits & lend profitably. People are investing in SIPs...
Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction. Cos will become so big in 5-7 years that their present...
Protean eGov is a unique play on digital public infrastructure. It has 3 core verticals & new age businesses like ODE & ONDC. Legacy core...
Saurabh Mukherjea has shuffled his PMS portfolios. Bajaj Finserv & CMS Info are added to the Kings of Capital portfolio. Ahluwalia Contracts is...
Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin...
Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%). 6 stocks ASM, Hind Rectifier, Neuland, LT...
Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while improving asset quality. SFL has the ability to...
Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%). Neuland, Global Vectra, Sudarshan, Siyaram, Tejas,...
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