Ashish Kacholia holds 6.28% of Yasho Industries. Promoters hold 71.54%. The stock has underperformed due to the slowdown in the specialty chemical sector. However, Co is set to capture next leg of growth by commercialization of greenfield project in Q1FY25
Posts in category RJ Fan Club
Medi Assist IPO: Review by SBI Securities (13-01-2024)
Medi Assist IPO: Co has consistently delivered healthy financial performance with Revenue/EBITDA/PAT growing at CAGR of 25.1%/25.7%/40.8% from FY21- FY23. It holds 17.3% of total TPA premium. It is valued at FY23 P/E & EV/EBITDA multiple of 38.9x & 22.3x
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Ashish Kacholia, Madhulika Agarwal & Vanaja Sundar Iyer Are bullish about TANFAC (13-01-2024)
Ashish Kacholia, Madhulika Agarwal & Vanaja Sundar Iyer Are bullish about TANFAC, a small-cap specialty chemical co. Stock is multibagger with 150% YoY return & 985% return in 5 years. Co is debt-free with EBITDA margin of 22% & RoE of 56%. Co has invested Rs 100 Cr in expansion of production facilities…
Ashish Kacholia, Madhulika Agarwal & Vanaja Sundar Iyer Are bullish about TANFAC
HDFC Life is a BUY for target price of Rs 850 (33% upside) (13-01-2024)
HDFC Life is a BUY for target price of Rs 850 (33% upside) due to robust demand in tier-2/3 markets, rising market share in HDFC Bank channel & new distribution partnerships. Management’s clear roadmap for growth raises confidence on medium-term prospects
Satin Creditcare is riding on high growth & attractive valuation (12-01-2024)
Satin Creditcare is riding on high growth & attractive valuation. It is experiencing strong growth & taking advantage of upcycle in MFI sector. Quality of portfolio is improving, NPAs are declining. AUM growth of 25%, RoA 4%+ & RoE 20% expected. TP Rs 324
Satin Creditcare is riding on high growth & attractive valuation
6 High Conviction Stock Ideas (11-01-2024)
6 High Conviction Stock Ideas. Cos have resilient business, consistent strong financials, High growth potential & high RoIC. They are market leaders with strong, high growth opportunities & strong entry barriers. Mgmnt is strong & has visionary Leadership
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Top picks of Bank and NBFC/HFC stocks (10-01-2024)
Top picks of Bank and NBFC/HFC stocks. The froth is in unsecured “small-ticket personal loans” category. Given the RBI’s hawk-eye focus on this segment, costs will increase, growth will materially decelerate & severely test the economics of fringe players
Arvind Fashions is perfectly positioned for valuation re-rating (10-01-2024)
Arvind Fashions is perfectly positioned for valuation re-rating. It has a portfolio of marquee brands like Tommy Hilfiger & Calvin Klein, lean Balance Sheet and ample room for margin expansion. Quality management has execution capability. Target Price is Rs 660 (48% upside)
Arvind Fashions is perfectly positioned for valuation re-rating
SOBHA is the top idea for CY24. (09-01-2024)
SOBHA is the top idea for CY24. Co has vast land reserves which provides growth visibility. Project launches in Bengaluru & Tamil Nadu will drive re-rating. Co trades at 6.5x FY25E EV/EBITDA which is 25-40% discount to midcap peers PEPL, BRGD, MLDL,Sunteck
Ahluwalia Contracts has strong pedigree & is poised to ride on the upcycle. (08-01-2024)
Ahluwalia Contracts has strong pedigree & is poised to ride on the upcycle. Strong track record with exceptional execution proficiency offers advantage. Order backlog is at all-time high due to bulging opportunities and nationwide presence. TP is Rs 958
Ahluwalia Contracts has strong pedigree & is poised to ride on the upcycle.