Saurabh Mukherjea’s Little Champs portfolio has added RHI Magnesita, a Mid-Cap MNC stock with 55% promoter holding. The Company has a dominant market share of 40%. It manufactures a low-cost but critical product and has a strong moat of R&D and Technology
Saurabh Mukherjea’s Little Champs portfolio has added RHI Magnesita
List of 25 POWER PACKED PSU PICKS for up to 46% upside in 3-6 months. As India lays the foundation for -Amrit Kaal, PSUs would start winning both – Heart & Mind of domestic investors. Many have generated positive returns for shareholders over past two years, their immense potential towards value creation & value migration is yet to unfold…
List of 25 POWER PACKED PSU PICKS for up to 46% upside in 3-6 months
ITC's value unlocking of the Hotel business is a welcome move. There will be sharper re-rating if other FMCG & IT Services are also demerged. Net profit growth has turned the corner. Earnings CAGR likely to be ~12%. Valuation is inexpensive. Return ratios are 30%. Dividend yield is 3.5-4%
ITC's value unlocking of the Hotel business is a welcome move
Divi's has expertise in custom synthesis & excels in tailoring synthesis processes. It has a remarkable track record of securing recurring high-volume contracts. It is strategically poised to capitalize on emerging opportunities in recently off-patent molecules
Divi's is strategically poised to capitalize on emerging opportunities
Nifty is seeing downward correction. Strong support is at 19100-19000. Long term upside target is intact. Present downward correction is a buying opportunity. Long term trend of Dow Jones & Nikkei has turned positive which suggests buy on dips opportunity
Present downward correction in Nifty is a buying opportunity
Sagar Cement is poised for a healthy uptick in operational performance. It is trading at attractive valuations. It is one of the fastest growing & is an attractive regional play in the southern cement markets. It is one of the lowest cost producers (29% upside)
Sagar Cement is poised for a healthy uptick in operational performance. It is trading at attractive valuations. It is one of the fastest growing & is an attractive regional play in the southern cement markets. It is one of the lowest cost producers (29% upside)
PSP Projects is on a strong growth trajectory & is a high conviction smallcap Idea. Prudent management, strong execution track record, healthy order book, net debt free status & robust return ratios are key strengths. Sunil Singhania’s PMS Fund holds the stock in its portfolio
PSP Projects is on a strong growth trajectory & is a high conviction smallcap Idea
Sanjiv Bhasin says Apollo Hosp (CMP 5040) is expected to report good results on 11/8 & its price will be Rs 5400 by next week end. Taking cue from this, some traders have sold 5000PE for Rs 158. If Bhasin is right, the trader profits. Otherwise, delivery will be taken at Rs 4842
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SBI has healthy growth prospects & consistent asset quality. NIM will be at 3% with ROA/ROE at 1%/16% in FY24-FY25. No immediate equity dilution on cards. There is further profit potential with 12% CAGR in PAT over FY23-FY25. Buy for Target price Rs 729
SBI has healthy growth prospects & consistent asset quality. Buy for 28% upside
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