Spandana has huge growth opportunity & anticipated improvement in business fundamentals. AUM is ₹9784 crore with customer base of 27 lakh borrowers. FY28 target is AUM of ₹28000 crore (25% CAGR growth) with customer target of 62 lakh. Target price ₹1450
Posts in category RJ Fan Club
Jyoti CNC IPO (06-01-2024)
Jyoti CNC IPO: Co has 10% market share in India. It has marquee customers across various industries, geographical presence across domestic & international territory. Track record is well established. Order book is robust. Valuation is 85.6x FY23 EV/EBITDA
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4 Agrochemicals Stocks to buy (06-01-2024)
4 Agrochemicals Stocks to buy. Agrochemicals worth ~$6bn are going off-patent by 2030. One Co is MNC with market dominance (17% market share), strong brand recall & superior products. Co will launch several innovative products from parent in next few years
Latest list of high dividend yield stocks (02-01-2024)
Latest list of high dividend yield stocks. The dividend yield is computed based on the closing price as of 29th December 2023. Companies that have consistently paid dividend in all the last 3 years – i.e FY23/CY22, FY22/CY21 and FY21/CY20 are considered
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Review of 7 Bank, 2 Gold Finance, 4 Vehicle Finance & 1 Housing Finance Stocks (02-01-2024)
Review of 7 Bank, 2 Gold Finance, 4 Vehicle Finance & 1 Housing Finance Stocks with buy & hold recommendations in the context of the RBI's increased risk weights. Top picks stocks like ICICI, Repco, Shriram, Federal Bank etc have up to 31% upside potential
HPL Electric is set to thrive on “Smart Meters” opportunity (01-01-2024)
HPL Electric is set to thrive on “Smart Meters” opportunity. Govt is targeting installation of 25 crore smart meters to reduce distribution losses. HPL is market leader with ~20% market share. Order backlog is ₹ 2000+ crore. HPL is well positioned to witness healthy growth led by strong demand. Target price is ₹ 305
Ammu Mahadevan has bought a Mercedes S-Class car which costs about Rs 2 Cr (01-01-2024)
Trader Ammu Mahadevan, who rose to fame for making Rs 30 Lakh in a single day by trading Bank Nifty options, has bought a Mercedes S-Class car which costs about Rs 2 Cr. Other traders like Subasish Pani & PR Sundar have also bought luxury cars. Ghanshyam said he earns more than top CEOs
Nifty & Bank Nifty analysis & prediction (31-12-2023)
Nifty & Bank Nifty analysis: Downside is limited. Nifty Futures’ open Interest is higher. FII's long to short ratio in Index Futures is 2.28. FIIs are buying aggressively in cash markets + there is aggressive Put writing. Buy on decines with SL of 21000 & 47000
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Buy JB Chem for Target Price of Rs 1800 (31-12-2023)
JB Chem has entered the high growing opthal segment. Opthalmology market is Rs 43bn. JB's brands hold 6-7% market share. It is a fast growing therapy with 3 year CAGR of 15%. JB will generate +40% OPM with likely EBITDA generation of Rs 1.1bn. Target Price is Rs 1800
Nifty Dec 2024 target is 25,000 (20x PE on FY26E EPS) (30-12-2023)
Market Strategy & Top 7 Stock Picks for 2024 with up to 30% upside. Nifty earnings grew 22% CAGR over FY20-23 & expected to grow at 16.3% CAGR over FY23-26E. Nifty Dec 2024 target is 25,000 (20x PE on FY26E EPS) offering a potential upside of ~15% from current index levels
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