Sobha has operational excellence & market leadership with a vision of market expansion. Demand is robust. Top-notch execution to drive pricing...
TCIL is a good opportunity in the logistics sector. Margin improvement is in store. Additional thrust from JVs to improve earnings. Revenue/EPS...
Steel Strips Wheels is on a steady growth trajectory, re-rating is imminent. Capacity led expansion will propel topline growth. Capital efficient...
Mankind Pharma is unlocking new vertical through BSV acquisition. It has access to a high-entry barrier business with multiple moats, healthy mix...
Piramal Pharma is a conviction pick. Co is at critical inflection point. Overall improvement is expected as CDMO momentum continues. Complex...
L&T Finance has consistently delivered strong growth. It has invested in process automation, security & customer journeys. This, along with...
Dolly Khanna has invested in 1.63% of Emkay Global. Investment is worth ₹6.65 Cr. Co is a play on broking, investment banking & wealth management....
Investment implications: We reiterate our conviction on banks with a strong balance sheet and formidable retail deposit franchise, which are...
Philip Capital has recommended Sell of IREDA for 54% downside on the basis that the rally is driven by passive flows and not any major fundamental...
Dolly Khanna has reinvested in 1.03% of Tinna Rubber. Investment is worth ₹32 Cr. Promoters hold 73%. FF M-Cap is ₹730 Cr. Co is doing well due to...
Gautam Shah says though Market is firm, correction of 3-4% may happen due to Budget & earnings. Avoid high beta, Mid & Small-Cap stocks. Financial...
A sharp surge in ROIC: Jyothy Labs’ ROIC has sharply surged, moving up from c17% in FY23 to c28% FY24, owing to a sharp spike in EBIT margin (up...
TII has competitive advantages in its various businesses & delivered 19% CAGR in EBIT & 25% CAGR in PAT over FY19-24. ROCE/ROIC is 21%/25%. It...
VA Tech Wabag is charting a new growth path. It has an asset light model & reported ROCE of 19% in FY24 & Free cash flow of ₹168 Cr. Operational &...
legendary oil trader Pierre Andurand has said that Copper prices will quadruple on surging green demand In an article in Market Watch, Pierre...
Top 15 Stock Picks for Nifty Dec'24 target of 23000. Past recos delivered impressive YoY return of 46% vs Nifty's 27% return. Return since...
Evergreen Stock Basket: Stock selection is based on: Longevity Predictability of business cycle Consistent revenue/profit compounder Valuation...
Key re-rating triggers are in place for Can Fin Homes. Credit growth expected to accelerate from FY25, strong distribution channel, centralising...
5 Top Pharma picks. Pharma sector is now on a recovery path due to moderating price erosion & USFDA regulatory issues. Costs are stabilizing....
MCX is making a new beginning. It has successfully executed a complex transition. Options volume has increased by 4x YoY & is currently >INR...
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