Some interesting opportunities in an otherwise ’ not so cheap ’ market -
Bajaj Auto - Pulsars, 3-Wheelers, Chetak ( EV ), KTMs, Triumph JV - all doing well. Exports are holding steady. Company is likely to come out with revolutionary - CNG motorcycles in CY 25
Have cash on books > 26000 cr !!!
Have announced a stock buyback for an amount of Rs 4000 cr @ stock price of upto Rs 10,000 / share
ABSL AMC, UTI AMC - both are non capital intensive, cash rich businesses. With monthly SIPs showing no signs of a slowdown … these stocks can easily get re-rated upwards
Supriya Lifesciences - Have done well in H1, FY 24. Company is extremely positive wrt its sales outlook in Latin America as these countries are openly preferring India for incremental supplies of APIs over China. Likely to do a sales of around Rs 550 cr this yr. Confident of doubling their sales inside next 4 yrs
Disc - holding all, biased, not SEBI registered
Subscribe To Our Free Newsletter |