Sunil Singhania’s (Abakkus) purchase of 6.7% of Shriram Pistons appears to be because of its EV prospects. The Co is a small-cap with low free float. It is a market leader in piston rings and engine valves. It has low debt, high RoE and high EBITDA margin
Posts tagged RJ Fan Club
Archean Chemical has multiple MOATS & Robust long-term growth outlook (24-12-2023)
Archean Chemical has multiple MOATS & Robust long-term growth outlook. China is Big Consumer, Not Competitor. Forward integration into high-value business with strong demand. Well-nurtured long-term relationship with customers. Target price Rs 810 (33% gain)
Archean Chemical has multiple MOATS & Robust long-term growth outlook
Buy Stylam Industries for target price of Rs 2300 (31% upside) (23-12-2023)
Stylam Industries has industry-leading growth (~2x vs industry), EBITDA margin (~20%), healthy balance sheet (net cash) & impressive return ratio profile (ROE > 25%). Anti-dumping will be a game changer for acrylic segment. Target Price Rs 2300 (31% upside)
Buy Stylam Industries for target price of Rs 2300 (31% upside)
Nifty Theta Scalping Strategy (23-12-2023)
Nifty Theta Scalping Strategy. Option chain shows trading range of 21000-22000. 22000 CE & 21000 PE have the highest OI & will be resistance & support levels. Net call-put writing shows significant unwinding of call writers; which is a bullish indicator
Top Stock Picks For CY24 with up to 36% upside (23-12-2023)
Top Stock Picks For CY24 with up to 36% upside. Nifty CY24 target is 24700. There is a glaring resemblance with the CY04-CY07 bull run. Election years generally give positive returns of median 17%. Large cap stocks, which are laggards, will take leadership
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Varun Beverages (Pepsi franchisee) is in the Top Picks portfolio (22-12-2023)
Varun Beverages (Pepsi franchisee) is in the Top Picks portfolio. BevCo acquisition provides much-needed thrust for business expansion. Large market opportunity in Africa. Strong Industry tailwind. Huge long-term sustainable growth trajectory. TP Rs 1,450
Varun Beverages (Pepsi franchisee) is in the Top Picks portfolio
Buy Can Fin Homes for Target Price Rs 908 (20-12-2023)
Can Fin Homes is a durable franchise with healthy growth & steady earnings. CANF is attractively valued for the potent combination of medium-term growth (17% CAGR over FY23-26E) & profitability (17-18% RoE) that the franchise is poised to deliver. TP Rs 908
Top 6 PSU Banks to buy now (19-12-2023)
Top 6 PSU Banks to buy. PSBs are poised for re-rating 2.0. PSBs have transformed themselves into better and more sustainable franchisee, have delivered a strong performance & outperformed the Nifty50/Bank Nifty by 87%/ 78%. Fall in interest rates may fuel sector earnings & growth outlook
Buy DCB Bank for target price of Rs 165 (18-12-2023)
DCB Bank is a new generation private sector bank offering a comprehensive range of financial products. It has a niche in mortgage lending. It is trading at ~0.8x FY25E ABV which captures uncertainties & is inexpensive. Buy for target price of Rs 165
Analysis of 23 “CUBs” i.e quality small-cap cos in the early stages of their growth cycle (18-12-2023)
Analysis of 23 “CUBs” i.e quality small-cap cos in the early stages of their growth cycle & with robust long-term growth potential. Despite low liquidity & small size of business, these cos have strong long-term fundamentals & sustainable structural growth drivers