Ramesh Damani appears to have sold the whole or part of his holding of 12,51,156 shares (1%) in Garden Reach Shipbuilders, a PSU. Investment was worth ₹220 Cr at CMP. He had warned that some PSU stocks are overvalued. The stock has given a return of 900% in 5 years and 130% YoY
Posts in category RJ Fan Club
![[IMG]](https://pbs.twimg.com/media/GaTgHo2bUAQPGCq?format=png&name=small)
Ramesh Damani has invested ₹80 Cr in 1.04% of Protean e-Gov Tech (20-10-2024)
Ramesh Damani has invested ₹80 Cr in 1.04% of Protean e-Gov Tech. Co is a pioneer and market leader in digital public infrastructure & e-governance (eKYC, PAN, OLTAS, Aadhaar, ONDC, Pension) & will benefit from the increased digitisation. M-Cap is ₹7700 Cr. Co is debt-free.
![[IMG]](https://pbs.twimg.com/media/GaTa2_laoAAExVc?format=png&name=small)
![[IMG]](https://pbs.twimg.com/media/GaTa2_laUAA4w4n?format=png&name=large)
AJAY UPADHYAYA is bullish about Kirloskar Electric & has increased holding from 2.81% to 4.65% (19-10-2024)
AJAY UPADHYAYA is bullish about Kirloskar Electric & has increased holding from 2.81% to 4.65%. Investment is worth ₹58 Cr. Co has M-Cap of ₹1240 Cr. Promoters hold 50%. It has developed Special Motors for Electric Vehicles. EV market will grow 49% CAGR with 10 M sales by 2030
![[IMG]](https://pbs.twimg.com/media/GaQE_NrbUAAQThZ?format=jpg&name=small)
![[IMG]](https://pbs.twimg.com/media/GaQE_NuaMAA9Eg3?format=jpg&name=900x900)
Waaree Energies IPO offers a concept-driven investment opportunity (19-10-2024)
IPO: Waaree Energies is India's largest solar PV manufacturer. Nation's ambitious goal presents a robust demand outlook for Waaree. Co faces competition from listed peers Websol Energy & Premier Energies. IPO offers a concept-driven investment opportunity
Waaree Energies IPO offers a concept-driven investment opportunity
Time Technoplast has many levers for margin expansion, RoCE & cash flow. TP ₹615 (18-10-2024)
Time Technoplast is a leader in industrial packaging & composite cylinders with a marquee global clientele. VAP is a high growth (20-30% CAGR), high margin (18%+) business. LPG & CNG cylinders have huge potential. There are many levers for margin expansion, RoCE & cash flow. TP ₹615
Time Technoplast has many levers for margin expansion, RoCE & cash flow. TP ₹615
Akash Prakash’s Amansa Fund holds 3.26% of SRF worth ₹2200 Cr. UBS recommends SELL (17-10-2024)
UBS has recommended SELL of SRF for target price of ₹2100 (22% downside) because Chinese manufacturers are gaining share of the US refrigerant gas market, where SRF is a key exporter. "Hopes for a recovery are diminishing". Akash Prakash's Amansa Fund holds 3.26% worth ₹2200 Cr
![[IMG]](https://pbs.twimg.com/media/GaEWeepXsAAAvrY?format=png&name=small)
![[IMG]](https://pbs.twimg.com/media/GaEWeeoXUAAusiV?format=png&name=900x900)
Ajay Upadhyaya has invested ₹11.6 Cr in 500,000 shares of Gandhar Oil. (16-10-2024)
Ajay Upadhyaya has invested ₹11.6 Cr in 500,000 shares of Gandhar Oil. M-Cap is ₹2400 Cr. Promoters hold 65%. Co is largest manufacturer of White Oils in India with 26% market share & 5th Globally. Co has a diversified product range catering to diverse industries like FMCG etc
![[IMG]](https://pbs.twimg.com/media/GaAybnaa8AEbuwW?format=jpg&name=medium)
![[IMG]](https://pbs.twimg.com/media/GaAybngaIAAvJej?format=jpg&name=large)
Ajay Upadhyaya has invested ₹11.6 Cr in 500,000 shares of Gandhar Oil.
Sudarshan Chemicals has access to cutting-edge technologies & can enhance its portfolio (16-10-2024)
The fit between Sudarshan & Heubach is perfect. Having a global scale is essential for success in the pigment business. Sudarshan has access to cutting-edge technologies & can enhance its portfolio & offer products comparable to global players at a lower cost. Buy for TP of ₹1161
Sudarshan Chemicals has access to cutting-edge technologies & can enhance its portfolio
Ambit has issued a SELL recommendation on Bajaj Housing for the target price of ₹85 (39% downside). (16-10-2024)
Ambit has issued a SELL recommendation on Bajaj Housing for the target price of ₹85 (39% downside). Co is quoting at 5.2x FY26E BV which is a 104% premium over its peers. However, home loans sector is characterized by moderate growth potential & faces high competition from Banks
![[IMG]](https://pbs.twimg.com/media/GZ_6cFub0AEucqJ?format=png&name=900x900)
![[IMG]](https://pbs.twimg.com/media/GZ_6cFtb0AEStJe?format=png&name=900x900)
Dolly Khanna has increased her holding in Prakash Pipes from 2.91% to 3.79% (16-10-2024)
Dolly Khanna has increased her holding in Prakash Pipes from 2.91% to 3.79%. Investment is worth ₹49 Cr. Mukul Agrawal holds 2.51% worth ₹33 Cr. M-Cap is ₹1290 Cr. Co is net debt-free. RoE is 28%, RoCE is 33%. Profit growth is 26%. Huge demand for PVC Pipes under Govt Schemes
![[IMG]](https://pbs.twimg.com/media/GZ-4PdKakAAgPe5?format=png&name=900x900)
![[IMG]](https://pbs.twimg.com/media/GZ-4PdSb0AAX2lF?format=jpg&name=medium)