ITC's value unlocking of the Hotel business is a welcome move

Discussion in 'Latest Brokerage Stock Buy-Sell Reports' started by Vidhi Khanna, Aug 16, 2023.

Tags:
Previous Thread Next Thread
Loading...
  1. Vidhi Khanna

    Vidhi Khanna Active Member Staff Member

    Joined:
    Mar 19, 2015
    Messages:
    952
    Likes Received:
    55
    ITC's value unlocking of the Hotel business is a welcome move. There will be sharper re-rating if other FMCG & IT Services are also demerged. Net profit growth has turned the corner. Earnings CAGR likely to be ~12%. Valuation is inexpensive. Return ratios are 30%. Dividend yield is 3.5-4%

    Download research report

    [​IMG]
     
    Vidhi Khanna, Aug 16, 2023
    #1
Previous Thread Next Thread
Loading...
Loading...
Similar Threads
  1. Arjun

    ITC's YC Deveshwar offloaded 90% stake during FY14-15; executive director Kurush Grant also cut his

    Arjun, Jun 28, 2015, in forum: Must-Read Interviews, Articles & News Items
    Replies:
    0
    Views:
    1,327
    Arjun
    Jun 28, 2015
  2. Vidhi Khanna

    Reverse merger approval of Axis Max Life is a key catalyst to unlock value. Target Price ₹1850 +15%

    Vidhi Khanna, Jun 29, 2025, in forum: Latest Brokerage Stock Buy-Sell Reports
    Replies:
    0
    Views:
    180
    Vidhi Khanna
    Jun 29, 2025
  3. Vidhi Khanna

    PVR Inox stock is presently undervalued. Buy for target price of ₹1860 (66% upside)

    Vidhi Khanna, Feb 10, 2025, in forum: Latest Brokerage Stock Buy-Sell Reports
    Replies:
    0
    Views:
    416
    Vidhi Khanna
    Feb 10, 2025
  4. Vidhi Khanna

    5 Value Stocks

    Vidhi Khanna, Feb 9, 2025, in forum: Latest Brokerage Stock Buy-Sell Reports
    Replies:
    0
    Views:
    343
    Vidhi Khanna
    Feb 9, 2025
  5. Vidhi Khanna

    Quess Corp has value creation via formalisation & demerger. TP ₹930 (45%)

    Vidhi Khanna, Jan 17, 2025, in forum: Latest Brokerage Stock Buy-Sell Reports
    Replies:
    0
    Views:
    418
    Vidhi Khanna
    Jan 17, 2025