The Hotel Sector's structural tailwinds are intact. Up-cycle expected to be a long and sustained one due to Domestic travellers, Foreign tourist arrivals & MICE. Valuations are not stretched with Fundamentals improving. Buy Chalet Hotels & Juniper Hotels…
The Hotel Sector's structural tailwinds are intact. Buy Chalet Hotels & Juniper Hotels
Thangamayil Jewellery is entering a golden era & is a high-conviction buy. It is the D-Mart of the jewellery retail sector. ROE will improve to 32% substantially surpassing that of Titan. Valuation discount of >60% compared to Titan not justified. Significant rerating is expected…
Thangamayil Jewellery is entering a golden era & is a high-conviction buy
High Dividend Yield Stocks Monitor. The dividend yield is computed based on the closing price of 29th August 2024. Companies that have consistently paid dividend in the last 3 years – i.e FY24/CY23, FY23/CY22 and FY22/CY21 have been considered https://rakesh-jhunjhunwala.in/high-dividend-yield-stocks-monitor-30-august-2024-by-sbi-securities/…
Experts have recommended a 'Covered Strangle' Options trade for Blue-Chip stocks which is a combination of a Covered Call & Covered Put. The strategy is ideal for investors who are willing to let go of their holding at a higher price than CMP & are willing to buy more at a lower price
MCX commodity F&O options volumes are witnessing strong growth but is still in its infancy when compared to equity derivative markets. MCX will witness sustained growth in options volume. New products will fill gaps & support growth story. TP ₹6000 (+23%) https://rakesh-jhunjhunwala.in/mcx-…for-target-price-of-₹6000-23-upside-hdfc-sec/
Rahul Sharma of JMFICS says the Nifty is headed towards 25,500. Bajaj Finserv (CMP ₹1758) is poised for a big multi-month, multi-year breakout for the target price of ₹1850-1900 in the medium term. Cholamandalam & NTPC are also recommended as good buys
Gautam Shah says he is extremely positive about the market. Nifty target is 25500 & substantially higher over next 3 months. Breakout in Bank Nifty is coming for 53500. Risk-reward justifies longs in Banks. They will be poster boys over next 6 to 12 months
Gautam Shah says Bajaj Finance's PE is 27x right now while it was 55x a couple of years back. Risk reward is in favour of making an investment in NBFC stocks. When the interest rate cycle reverses over next six months, financial services & NBFCs could be the darling of the market
Archean Chemical has strong moats around its business which translates into superior return & margin profile. It has strong & marquee client base & strong visibility in international markets led by its niche offering. It is a net cash co. TP ₹1158 (+50%)…
Archean Chemical has strong moats around its business. TP ₹1158 (+50% upside)
ICICID says the US' Biosecure Act which seeks to restrict Chinese biotech cos operating in the US could provide a significant opportunity for Indian CRAMs players like Divis, Syngene. CRAMs industry is $7B & growing at 14% CAGR. Biosecure Act could further accelerate this growth https://twitter.com/ICICI_Direct/status/1828435544512074023
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