SURAJEST has i) a robust project lineup & healthy launch pipeline ii) leadership position in redevelopment iii) strong cost advantage & proven track record iv) huge addressable market & v) healthy Balance Sheet with predictable cash flows. TP ₹935 (+30%)
https://rakesh-jhunjhunwala.in/sura…uy-for-target-price-of-₹935-30-upside-nuvama/…
Suraj Estate Developers has a robust project lineup and a healthy launch pipeline
High Dividend Yield Stocks. The dividend yield is computed based on the closing price of 31st July 2024. Companies that have consistently paid dividend in the last 3 years – i.e FY23/CY22, FY22/CY21 and FY21/CY20 have been considered. https://rakesh-jhunjhunwala.in/dividend-yield-monitor-1-st-aug-2024/
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Prashant Jain is very bullish about bank stocks. His 3P Fund has allocated 31.4% to 5 Banks. The banking sector will grow faster than the GDP. Balance sheets are extremely healthy. Sector has been underperforming for a long period. So, there is upside left https://www.forbesindia.com/article…de-for-market-investors-prashant-jain/93779/1
Hi-Tech Pipes has mammoth growth prospects in structural steel tubes due to capacity expansion, value-added products, healthy demand (Jal Jeevan Mission Budget is ₹70,163 cr). Revenue/EBITDA/Net Profit to grow at CAGR of 24.9%/41.9%/78.9%. TP ₹190 (27%) https://rakesh-jhunjhunwala.in/hi-t…arget-price-of-₹190-27-upside-sbi-securities/…
Hi-Tech Pipes has mammoth growth prospects in structural steel tubes
Sobha has operational excellence & market leadership with a vision of market expansion. Demand is robust. Top-notch execution to drive pricing premium for luxury segment. Valuation supportive, at discount vs. peers, risk-reward favourable. TP ₹2639 (46%) https://rakesh-jhunjhunwala.in/sobh…for-target-price-of-₹2639-46-upside-hdfc-sec/…
Sobha has operational excellence & market leadership with a vision of market expansion
TCIL is a good opportunity in the logistics sector. Margin improvement is in store. Additional thrust from JVs to improve earnings. Revenue/EPS CAGR of 11%/10% expected. It is a consistent performer available at attractive valuations. TP is ₹1200 (+25%) https://rakesh-jhunjhunwala.in/tran…et-price-of-₹1200-25-upside-icici-securities/
Steel Strips Wheels is on a steady growth trajectory, re-rating is imminent. Capacity led expansion will propel topline growth. Capital efficient business model with 11% EBITDA margin & ~14-17% return ratios profile. Inexpensive valuations. TP ₹ 330 (40%) https://rakesh-jhunjhunwala.in/stee…-target-price-of-₹330-40-upside-icici-direct/…
Steel Strips Wheels is on a steady growth trajectory, re-rating is imminent
Mankind Pharma is unlocking new vertical through BSV acquisition. It has access to a high-entry barrier business with multiple moats, healthy mix of domestic & intnl segments & sustainable EBITDA growth of 27%. EPS-accretive from 2nd year. TP ₹2650 (+24%)…
Mankind Pharma is unlocking new vertical through BSV acquisition
Piramal Pharma is a conviction pick. Co is at critical inflection point. Overall improvement is expected as CDMO momentum continues. Complex Hospital generics is a niche & steady business. Margin is improving. Balance sheet stress is waning. TP ₹210 (42%) https://rakesh-jhunjhunwala.in/piramal-pharma-is-at-critical-inflection-point-and-expect-overall-improvement-as-the-cdmo-momentum-continues-buy-for-target-price-of-%e2%82%b9210-42-upside-icici-direct/…
Piramal Pharma is a conviction pick for Target Price of ₹210 (42% upside)
L&T Finance has consistently delivered strong growth. It has invested in process automation, security & customer journeys. This, along with partnerships with e-aggregators, should lead to a stronger & more sustainable retail loan growth. TP ₹230 (25%)…
L&T Finance has consistently delivered strong growth. Target Price ₹230 (25%)
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