Ajanta Pharma is a focused player in branded generics, which constitutes 72% of overall sales, spread across geographies including India. Calculated focus, healthy margins, return profile & lighter balance sheet are key differentiators. Return ratios ~25%
Posts in category RJ Fan Club
Buy Anup Engineering (Small-cap stock in Sunil Singhania PMS Fund) (07-08-2023)
Anup Engineering (in Sunil Singhania PMS Fund) is strongly positioned to benefit substantially from buoyant industrials capex scenario. Focus is on expanding product portfolio & exports. Operational & financial performance would improve considerably in coming period. Revenue & PAT expected to grow at ~26% & ~41% CAGR over FY23-25E. Balance sheet is strong with healthy return ratios…
Buy Anup Engineering (Small-cap stock in Sunil Singhania PMS Fund)
Bear Spread Strategy in FinNifty (06-08-2023)
Bear Spread Strategy in FinNifty with Risk Reward of 1:1.62. FinNifty Futures have seen long unwinding. OI has fallen by 21%. It has formed a bear candle. Price is below previous week’s low & closed below 21 Day EMA. 21 day EMA would now act as resistance
Three small-cap Specialty chemical stocks are recommended for buy (06-08-2023)
Specialty chemical stocks, which were multibaggers in the recent past, are now out of favour & being dumped aggressively by investors. Experts have explained the reason for the sorry state of affairs & future prospects. Three small-cap stock are recommended
Three small-cap Specialty chemical stocks are recommended for buy
HIL, a small-cap stock in Sunil Singhania’s PMS Fund, is presently underperforming (05-08-2023)
HIL, a small-cap stock in Sunil Singhania’s PMS Fund, is presently underperforming. Experts recommend a buy on the basis that it has a dominant market position in the domestic fibre cement sheet industry & has committed to achieve USD 1 bn revenue by 2026
HIL, a small-cap stock in Sunil Singhania’s PMS Fund, is presently underperforming
HDFC Bank is a conviction buy for TP of ₹ 2050 (26% upside): ICICI Direct (05-08-2023)
HDFC Bank is a conviction buy. Historically, it has delivered consistent strong business growth coupled with superior return ratios. Post merger, growth to 17-18% with steady return ratio at 1.8-1.9% in FY24-25E is expected. TP is ₹ 2050 (26% upside)
HDFC Bank is a conviction buy for TP of ₹ 2050 (26% upside): ICICI Direct
Nifty has entered bearish territory. Target 19100-18400: Elliot Wave Analysis (05-08-2023)
Nifty has entered bearish territory with close of 19527. It made life high on 20 July 2023, faced resistance & is showing weakness. Weakness is continuing for last 2 weeks. Price action has formed bear candle. Target 19100-18400. SL 19880: Elliot Wave
Nifty has entered bearish territory. Target 19100-18400: Elliot Wave Analysis
Buy Birla Soft for target price of Rs 530: HDFC Securities (05-08-2023)
BSOFT has a scalable services portfolio. Recent leadership changes can propel growth & improve quality of revenue. Return potential is combo of earnings growth trajectory & multiple rerating supported by acceleration in growth, resilience & scalability
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Porinju Veliyath has made an investment in a micro-cap named Aurum Proptech (23-07-2023)
Porinju Veliyath has made an investment in a micro-cap named Aurum Proptech. The Co supplies CRM software to real estate developers & brokers & facilitates B2B sales. It is a proxy for the multi-billion dollar residential and commercial realty sector & will prosper as Tech becomes prevalent in the sector
Porinju Veliyath has made an investment in a micro-cap named Aurum Proptech
HDFC Bank’s loan book growth will accelerate: Saurabh Mukherjea (23-07-2023)
HDFC Bank was for the past 35 years running on one leg as it could not do mortgage business. After the merger, it is on a level footing with other banks. It can do heavy amount of mortgage business, which is the stickiest business for high street banks. The loan book growth will accelerate
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