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:
    763
    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:
    1,137
    Arjun
    Jun 28, 2015
  2. Vidhi Khanna

    Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%

    Vidhi Khanna, Dec 21, 2024 at 9:25 AM, in forum: Portfolios Of Famous Investors
    Replies:
    0
    Views:
    268
    Vidhi Khanna
    Dec 21, 2024 at 9:25 AM
  3. Vidhi Khanna

    Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%)

    Vidhi Khanna, Dec 20, 2024, in forum: Portfolios Of Famous Investors
    Replies:
    0
    Views:
    200
    Vidhi Khanna
    Dec 20, 2024
  4. Vidhi Khanna

    SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization

    Vidhi Khanna, Nov 22, 2024, in forum: Latest Brokerage Stock Buy-Sell Reports
    Replies:
    0
    Views:
    374
    Vidhi Khanna
    Nov 22, 2024
  5. Vidhi Khanna

    Rajiv Bajaj is confident about Bajaj Auto's fair value of ₹20,000 & bought the stock when it dipped.

    Vidhi Khanna, Oct 21, 2024, in forum: Portfolios Of Famous Investors
    Replies:
    0
    Views:
    246
    Vidhi Khanna
    Oct 21, 2024