Equity Investment Strategy: Market Shifting Gears; Time to Build Long-Term Portfolio. Top Conviction Ideas from BFSI, Infra, Cement, Pharma & Hospitals, FMCG, Retail, Chemicals & Mid-caps, Metals & Mining, Power & Transmission, Automobiles, IT & Telecom
Posts in category RJ Fan Club
HPL Electric & Power is strongly positioned to witness healthy growth. TP ₹660 (36%) (25-11-2024)
HPL Electric & Power is strongly positioned to witness healthy growth led by robust opportunity arising in smart meters segment. Order book stands strong at ₹3500+ Cr (3.6x meters' revenue). Large part of 22.24 crore meters is yet to be awarded by the Govt. TP ₹660 (36%)…
HPL Electric & Power is strongly positioned to witness healthy growth. TP ₹660 (36%)
ROHL will immensely benefit from current upcycle. TP ₹431 (+37%) (24-11-2024)
ROHL will immensely benefit from current upcycle. It is going through investment phase & taking steps in right direction by refurbishing existing inventory, shifting focus to value & hiring right talent. Valuation gap with peers narrowing. TP ₹431 (+37%)
ROHL will immensely benefit from current upcycle. TP ₹431 (+37%)
PSP Projects strategic alliance with Adani to unlock large opportunities. TP 792 (+30%) (23-11-2024)
PSP Projects has focused on its core competency, profitable growth & value creation. Its strategic alliance with Adani to unlock large opportunities. Out of current order book of ₹65bn, ₹5bn is from Adani. ₹35-40bn order inflows expected. TP 792 (+30%)
PSP Projects strategic alliance with Adani to unlock large opportunities. TP 792 (+30%)
SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization (22-11-2024)
SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization. The Co trades at 8.5x FY25E EV/EBITDA (based on FY25E pre-sales), which is at a 15-30% discount to its comparable peers (PEPL, GPL, MLDL & Sunteck). TP ₹2213 (+44%)
SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization
Sunil Singhania & Madhu Kela are bullish about Himatsingka Seide (20-11-2024)
Sunil Singhania & Madhu Kela are bullish about Himatsingka Seide. Singhania's Abakkus Fund holds 6.78% worth ₹137 Cr. Kela's Cohesion MK Fund holds 4.07% worth ₹82 Cr. M-Cap is ₹2100 Cr. Promoters hold 37%. Co is dominant in branded Home Textile with a 'fibre to shelf' model
![[IMG]](https://pbs.twimg.com/media/GczLvVgbcAAm3ku?format=png&name=900x900)
Suraj Estate Developers has a robust project lineup & launch pipeline. TP ₹992 (+73%) (19-11-2024)
Suraj Estate Developers has a robust project lineup & launch pipeline, leadership position in redevelopment projects, strong cost advantage, proven track record, huge addressable market and healthy Balance Sheet with predictable cash flows. TP ₹992 (+73%)
Suraj Estate Developers has a robust project lineup & launch pipeline. TP ₹992 (+73%)
DCX Systems has the ability to become a key player in EMS space. TP ₹466 (+54%) (17-11-2024)
DCX Systems has the ability to become a key player in EMS space with huge potential in railway & defence. It has ability to deliver high value complicated & critical products for leading defense players L&T & Lockheed. Order book ₹3000 Cr. TP ₹466 (+54%)
DCX Systems has the ability to become a key player in EMS space. TP ₹466 (+54%)
Affle has a unique business model, unmatched network effects & prudent acquisition strategy (16-11-2024)
Affle has a unique business model, unmatched network effects & prudent acquisition strategy. It is well-positioned to capitalize on growth in digital advertising in high-potential sectors such as e-commerce, fintech, gaming & entertainment. TP ₹2538 (60%)
Affle has a unique business model, unmatched network effects & prudent acquisition strategy
Concord Biotech is a good buy after 30% correction. Jhunjhunwala holds stock in portfolio (16-11-2024)
Concord Biotech is one of the stocks in the portfolio of Rakesh Jhunjhunwala.
Rekha Rakesh Jhunjhunwala holds 25,199,240 equity shares, or 24.09 per cent stake in the company as of September 30, 2024. Her stake in the company as of November 14, 2024 is worth Rs 4,675 crore.
Concord Biotech has a market capitalization of Rs 19,800 crore. It reported a net…
Concord Biotech is a good buy after 30% correction. Jhunjhunwala holds stock in portfolio