Aadhar stands out vs most affordable peers due to a larger balance sheet, longer vintage & seasoning, with superior RoEs. Its loan growth (21% CAGR during FY2024-27E) is comparable more to mature HFCs than fast-growing smaller affordable HFCs. TP ₹550 (41%)…
Posts in category RJ Fan Club
HG Infra has a diversified orderbook of ₹15,642 Cr. Buy for TP ₹1885 (16-09-2024)
HG Infra has a diversified orderbook of ₹15,642 Cr (2.9x TTM book to bill) which will translate into robust revenues & earnings growth. It is also well-placed to fund HAM & Solar projects. Strong balance sheet, return ratios & wkg capital cycle. TP ₹1885
HG Infra has a diversified orderbook of ₹15,642 Cr. Buy for TP ₹1885
There are 1503 individuals in Mumbai with a net worth of ₹1000 Cr+ (16-09-2024)
There are 1503 individuals in Mumbai with a net worth of ₹1000 Cr+. Investors in the list include R. K. Damani (190,900), Jhunjhunwala (55,500), Akash Bhanshali (6900), Mukul Agarwal (6600), Ashish Kacholia (3000), Nemish Shah (2700) & Vijay Kedia (1500) https://www.reddit.com/r/mumbai/comments/1fh6bn5/mumbai_rich_list_individuals_with_a_net_worth_of/
Manish Chokhani has warned that the market may be poised for a 2007 type gigantic climax (16-09-2024)
Manish Chokhani has warned that the market may be poised for a 2007 type gigantic climax (it crashed 65% thereafter). There is unsustainable hype around AI. Valuations are high. Warren Buffett may have foreseen this & that is why he has sold 50% of Apple holding & is sitting on $275 Bn cash
new-tech stocks like Zomato, Paytm, Policybazaar are 10x stories like Apple, Amazon, Tesla (14-09-2024)
Atul Suri says new-tech stocks like Zomato, Paytm, Policybazaar cannot be valued on traditional matrix because their growth is parabolic. If they are able to deliver & there is clarity, a lot of money can be made. These are 10x stories like Apple, Amazon, Tesla
Samit Vartak’s Sage One Fund says Trent is a high conviction buy (13-09-2024)
Samit Vartak's Sage One Fund says Trent is a high conviction buy with the highest weight of 8% in portfolio. Top 10 stocks in the portfolio gave 54% to 238% YoY return. the Fund held only 10% in PSUs (Power & BFSI). Investment in Railways, Defence, Oil & Gas cos is negligible though they are top performers. This is due to lack of predictability and lack of understanding of these sectors.
Sage One Fund bought 5 stocks & sold 5 stocks during the year. It gave 61% return in 12 months &…
Samit Vartak's Sage One Fund says Trent is a high conviction buy
Buy NMDC for 33% upside as Iron ore prices are now bottoming across the globe (13-09-2024)
NMDC’s stock has been under pressure amid falling iron ore prices. However, Iron ore prices are now bottoming across the globe. Short-term rally is expected. Valuations at 7.6x FY26E PE are inexpensive. The stock has corrected ~10% in the last one month. TP ₹286 (33%)
Buy NMDC for 33% upside as Iron ore prices are now bottoming across the globe
Federal Bank is a credible alternative to larger PSBs (12-09-2024)
Federal Bank has broken through midsized banks league. It has a shock-proof balance sheet. Key challenge lies in leveraging its formidable balance sheet strengths into sustainable P&L outcomes to fortify its position as credible alternative to larger PSBs
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Ashish Kacholia, Mukul Agarwal, Lashit Sanghavi, Quant MF are investing ₹180 Cr in Ravindra Energy (12-09-2024)
Ashish Kacholia, Mukul Agarwal, Lashit Sanghavi, Quant MF & others are investing ₹180 Cr in Ravindra Energy. Co is promoted by Renuka Sugars' promoters & is in solar energy. M-Cap is ₹1500 Cr. Promoters hold 75%. Co is play on demand for alternative energy under PM-KUSUM Yojna
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Ashish Kacholia, Mukul Agarwal, Lashit Sanghavi, Quant MF are investing ₹180 Cr in Ravindra Energy
Ashish Kacholia has invested ₹4 Cr in Texel Industries (12-09-2024)
Ashish Kacholia has invested ₹4 Cr in pref issue of a nano-cap named Texel Industries. M-Cap is ₹55 Cr. Promoters hold 42%. Co manufactures geosynthetic textile products which are widely used in agriculture,civil engineering, water harvesting, pollution control,waste management
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