According to the ET, in the past 25 years and 5 Lok Sabha elections, the markets have broadly seen a pre-election rally. The rally starts six months before announcement of the election results. The rally ranges from 10% to 32%. The six month period will begin in November 2023
Posts in category RJ Fan Club
Stylam Industries is the fastest-growing laminate co in India (09-10-2023)
Stylam is the fastest-growing laminate co in India. It is India’s largest laminate exporter to Europe (a quality-conscious market) & is gaining market share. It is the first Indian co to manufacture acrylic solid surface. It has a good balance sheet & healthy return ratios. Buy for target price of Rs 2300 (32% upside)
Stylam is a small-cap with a market capitalisation of Rs 2896 crore. Promoters hold 54.61% of the equity. Nikhil Vora's Sixth Sense India Opportunities Fund, Quant Mutual...
Stylam Industries is the fastest-growing laminate co in India
Stylam is a small-cap with a market capitalisation of Rs 2896 crore. Promoters hold 54.61% of the equity. Nikhil Vora's Sixth Sense India Opportunities Fund, Quant Mutual...
Stylam Industries is the fastest-growing laminate co in India
Navin Fluorine: Steep Correction is opportunity to buy for 40% upside (08-10-2023)
Navin Fluorine: Steep Correction due to MD resignation is opportunity to buy for Target Price of Rs 5368 (40% upside). Co is well-positioned to capture growth opportunities. Long-term contracts give earning visibility. PAT to grow at 30% CAGR led by 33% EBITDA CAGR
Download research report...
Navin Fluorine: Steep Correction is opportunity to buy for 40% upside
Download research report...
Navin Fluorine: Steep Correction is opportunity to buy for 40% upside
Buy APL Apollo for target price of Rs 1930 (08-10-2023)
APL Apollo's new Raipur plant will manufacture value-added products which will be unique for world and for India which will lead to strong volume growth & margin expansion. Co has strong Balance Sheet, robust FCF generation & rising RoE & RoCE. TP Rs 1930
Download research report...
Buy APL Apollo for target price of Rs 1930
Download research report...
Buy APL Apollo for target price of Rs 1930
Mayur Uniquoters is a conviction idea for 30% upside (07-10-2023)
Mayur Uniquoters is a conviction idea. Its' gestation period has ended, seeds are sown for high growth trajectory. Debt-free with cash of 180Cr, Margin 20%, Capital efficient business model, ROIC 20%, inexpensive valuations. Firm order pipeline. No EV risk
Download research report...
Mayur Uniquoters is a conviction idea for 30% upside
Download research report...
Mayur Uniquoters is a conviction idea for 30% upside
NIFTY Dec’23 Target is 20,200. ‘Buy on Dips’ Top 16 high-quality companies (07-10-2023)
NIFTY Dec’23 Target is 20,200. Indian economy is at a sweet spot of growth with strong earnings trajectory. Nifty's forward valuation of 18.4x P/E is reasonable. ‘Buy on Dips’ Top 16 high-quality companies with high earnings visibility for up to 31% upside
Download research report ...
NIFTY Dec’23 Target is 20,200. ‘Buy on Dips’ Top 16 high-quality companies
Download research report ...
NIFTY Dec’23 Target is 20,200. ‘Buy on Dips’ Top 16 high-quality companies
NIFTY Dec’23 Target is 20,200. ‘Buy on Dips’ Top 16 high-quality companies (07-10-2023)
NIFTY Dec’23 Target is 20,200. Indian economy is at a sweet spot of growth with strong earnings trajectory. Nifty's forward valuation of 18.4x P/E is reasonable. ‘Buy on Dips’ Top 16 high-quality companies with high earnings visibility for up to 31% upside
Download research report ...
NIFTY Dec’23 Target is 20,200. ‘Buy on Dips’ Top 16 high-quality companies
Download research report ...
NIFTY Dec’23 Target is 20,200. ‘Buy on Dips’ Top 16 high-quality companies
MCX is seeing impressive growth in options volume (01-10-2023)
MCX is seeing impressive growth in options volume. Technology shift uncertainty is the key overhang. Shift might happen 3 months ahead of deadline. P/E is 23 vs average P/E 30x. Net cash is INR 10bn (~11% of M-cap) with significant improvement in return ratios
Download research report...
MCX is seeing impressive growth in options volume
Download research report...
MCX is seeing impressive growth in options volume
Review of 12 Specialty Chemicals stocks (24-09-2023)
Review of 12 Specialty Chemicals stocks (SRF, Navin Fluorine, Gujarat Fluoro, Archean Chem, Clean Sciences, Tatva Chintan, Galaxy Surfactants, Rossari Biotech, EPL, Chemplast Sanmar, Sudarshan Chemicals & PCBL) with Buy, Hold & Reduce Recommendations
Download research report...
Review of 12 Specialty Chemicals stocks
Download research report...
Review of 12 Specialty Chemicals stocks
Senco Gold is quoting at a bargain & is a ‘Gold’en opportunity to buy (23-09-2023)
Senco Gold is quoting at a bargain & is a ‘Gold’en opportunity to buy. Its' return ratios are in line with or better than most organized players. There is a big valuation gap. Unwarranted steep discount & candidate for huge rerating on earnings delivery certainty
Download research report...
Senco Gold is quoting at a bargain & is a ‘Gold’en opportunity to buy
Download research report...
Senco Gold is quoting at a bargain & is a ‘Gold’en opportunity to buy