Review of 11 Specialty Chemicals Stocks (Aarti Industries, Clean Science, Deepak Nitrite, Fine Organic Industries, Gujarat Fluoro, Laxmi Organic, Navin Fluorine, NOCIL, SRF, Jubilant Ingrevia & Vinati Organics) with Buy, Hold, Accumulate & Reduce Recos
Posts in category RJ Fan Club
Buy OCCL for Target Price of Rs 1036 (30-12-2023)
OCCL is the market leader in Insoluble Sulphur with 60% domestic and 10% global market share. Global market is dominated by only four Cos. High entry barriers makes it near impossible for new entrant to replicate the business model. Target Price: Rs 1036
Buy Inox Wind for target price of Rs 575 (30-12-2023)
Inox Wind bagged a repeat order for Wind Turbine Generators. A lot of PSU tenders are expected to come on-stream in 4QFY23 & will boost the order book. Revenue to see a sharp surge in FY24E. FY25/FY26 to see major earning boost. Healthy cash flow generation. Target price Rs 575
Top Stock Picks for 2024 (27-12-2023)
Top Stock Picks for 2024. 2023's Recos gave an astounding Return of 30.6% vs Nifty's Return of 18%. One gave 121% & another gave 72%. 2024's themes are Mfg, PSUBs, NBFCs, IT Svis & Csmpt. Nifty earnings to grow 14% CAGR over FY23-26. Nifty Target is 23000
Buy Venus Pipes for target price of Rs 1700 (26-12-2023)
Venus Pipes is reaping the benefits of shift from unorganized to organized. Revenue recorded a robust 46.9% CAGR over FY19-FY23 due to more capacity, ramping-up of operations & greater demand for its products. Co benefits from anti-dumping duty. TP Rs 1700
Small-cap stock Praveg may be a beneficiary of the Ram Mandir (25-12-2023)
Small-cap stock Praveg may be a beneficiary of the Ram Mandir. The Temple’s opening will attract huge pilgrim tourism. Varanasi gets 7.2 Cr visitors vs Goa’s 85 Lakh. Ayodhya will get many more. Samit Vartak's Sage One Fund & Morgan Stanley hold the stock
Small-cap stock Praveg may be a beneficiary of the Ram Mandir
Small-cap stock Praveg may be a beneficiary of the Ram Mandir (25-12-2023)
Small-cap stock Praveg may be a beneficiary of the Ram Mandir. The Temple’s opening will attract huge pilgrim tourism. Varanasi gets 7.2 Cr visitors vs Goa’s 85 Lakh. Ayodhya will get many more. Samit Vartak's Sage One Fund & Morgan Stanley hold the stock
Small-cap stock Praveg may be a beneficiary of the Ram Mandir
Check out the latest portfolio of Prashant Jain’s 3P India Equity Fund (25-12-2023)
Check out the latest portfolio of Prashant Jain’s 3P India Equity Fund. The AUM is Rs 5,800 crore spread over 38 stocks. The Fund is overweight Bank stocks. There are also blue-chip PSU stocks with high dividend yield. Fund is also bullish on underperforming Pgarma stocks
Check out the latest portfolio of Prashant Jain’s 3P India Equity Fund
Check out the latest portfolio of Prashant Jain’s 3P India Equity Fund (25-12-2023)
Check out the latest portfolio of Prashant Jain’s 3P India Equity Fund. The AUM is Rs 5,800 crore spread over 38 stocks. The Fund is overweight Bank stocks. There are also blue-chip PSU stocks with high dividend yield. Fund is also bullish on underperforming Pgarma stocks
Check out the latest portfolio of Prashant Jain’s 3P India Equity Fund
Prashant Jain’s 3P Fund is invested in Senco Gold (25-12-2023)
Prashant Jain’s 3P Fund is invested in Senco Gold. Stock is a “Sparkling gem at attractive valuation” with great growth prospects. Business model is robust with right mix of CO/Franchise. Margins & return ratios are healthy. Buy for Target Price of Rs 920