Prashant Jain's 3P Fund has invested ₹22 Cr in newly listed Diffusion Engineers. IPO was at ₹168. 3P bought for ₹203. M-Cap is ₹700 Cr. Co mfgs welding consumables. Market is valued at ₹51 Bn & projected to grow to ₹64-66 Bn by FY27. P/E 15x. Peers are Ador Welding & AIA
Posts in category RJ Fan Club
V2 Retail is firing on all cylinders & deserves re-rerating & better multiple given high growth (04-10-2024)
V2 Retail is firing on all cylinders. Value retailing is undergoing a paradigm shift. V2 deserves re-rerating & better multiple given its high growth prospectus & trading at discount to peers. More upgrades foreseen given strong demand momentum. TP ₹1754
V2 Retail is firing on all cylinders & deserves re-rerating & better multiple given high growth
F&O trader reported verified earning of ₹3.37 Cr in past 12 months from scalping options intraday (02-10-2024)
F&O can be a Gold Mine in skilled hands.@overtrader_ind has reported verified earning of ₹3.37 Cr in the past 12 months from buying options intraday (Scalping). He claims to have converted a paltry ₹3.3 Lakh to ₹3.7 Cr in 1 year which amounts to a mind-boggling ROI of 11,000%
List of 50 High Dividend yield PSU & Private stocks (02-10-2024)
List of 50 High Dividend yield PSU & Private stocks. Dividend Yield ranges from 2.9% to 6.7%. The dividend yield is computed based on the closing price of 27th September 2024. Only Cos that have consistently paid dividend in the last 3 years are considered
JB Chemicals is a potent fusion; reiterate BUY with FV of Rs2,255 (23% upside) (01-10-2024)
JB Chemicals offers a healthy cocktail of a robust domestic franchise, niche CMO presence & measured exports strategy, aided by peerless execution. It has handsomely outperformed the IPM in the past decade by ~600 bps & currently ranks 21. TP ₹2255 (+23%)…
JB Chemicals is a potent fusion; reiterate BUY with FV of Rs2,255 (23% upside)
JB Chemicals is a potent fusion; reiterate BUY with FV of Rs2,255 (23% upside) (01-10-2024)
JB Chemicals offers a healthy cocktail of a robust domestic franchise, niche CMO presence & measured exports strategy, aided by peerless execution. It has handsomely outperformed the IPM in the past decade by ~600 bps & currently ranks 21. TP ₹2255 (+23%)…
JB Chemicals is a potent fusion; reiterate BUY with FV of Rs2,255 (23% upside)
Stylam is top pick in building materials. Target Price is ₹2875 (+41%) (30-09-2024)
Stylam is top pick in building materials. It has industry-leading growth (~2x vs industry), EBITDA margin (~20%), healthy balance sheet (net cash) & impressive return ratio (ROE ~25%). Anti-dumping will be game changer for acrylic segment. TP ₹2875 (+41%)
Stylam is top pick in building materials. Target Price is ₹2875 (+41%)
F&O can be a money-spinner with the right risk-defined strategies (29-09-2024)
F&O can be a money-spinner with the right strategies. Trader Saurabh Ghodki @skghodki has reported verified earning of ₹14.70 Cr in 6 month period from 1st April to 29th Sept from risk-defined trades. SEBI says there are 2.4k traders making ₹1 Cr to 10Cr & 101 traders making excess of ₹10 Cr
Oil India is fortifying growth through integrated expansion. TP ₹833 (+41% upside) (28-09-2024)
Oil India is fortifying growth through integrated expansion. It is aggressively expanding & is on track to meet its ambitious targets. It is positioned to capitalize on favorable pricing of crude & natural gas supported by demand-supply. TP ₹833 (+41%)
Oil India is fortifying growth through integrated expansion. TP ₹833 (+41% upside)
No risk of a deep correction in the market: Vikas Khemani (27-09-2024)
Vikas Khemani says there is no risk of a deep correction in the market. Historically, market has crashed for 5 reasons only which led to structural weakness in the economy. These have been efficiently managed by the present Govt and are now not a concern