Posts tagged RJ Fan Club
Shriram Piston is Sunil Singhania’s high-conviction bet (07-05-2024)
Shriram Piston is Sunil Singhania's high-conviction bet. His Fund holds 2.31% worth ₹200 Cr (8% of AUM). Co has latest technology from global cos & is supplier to ICE & EV OEMs like Tata, Maruti, M&M, Honda. Co is net debt-free, ROCE is 23.8%. Op Revenue has grown 26% from FY 22
Top 15 Stock Picks for Nifty Dec’24 target of 23000 (03-03-2024)
Top 15 Stock Picks for Nifty Dec'24 target of 23000. Past recos delivered impressive YoY return of 46% vs Nifty's 27% return. Return since inception is 264% vs Nifty's 137% return. Picks are superior quality stocks with growth potential at reasonable valuations
Download research report
Download research report
Evergreen Stock Basket & Dark Horses Stock Basket (04-02-2024)
Evergreen Stock Basket: Stock selection is based on:
Longevity
Predictability of business cycle
Consistent revenue/profit compounder
Valuation comfort
Product relevance
Market share vis-à-vis competition &
Earnings growth rate going ahead (Future Prospects).
Dark Horses Stock Basket: Stock selection is based on:
Deep Valuation Comfort – based on future prospects
Longevity
Poised to compound faster revenue/profit vis-à-vis historical
trend
Business relevance
Market share vis-à-vis...
Evergreen Stock Basket & Dark Horses Stock Basket
Longevity
Predictability of business cycle
Consistent revenue/profit compounder
Valuation comfort
Product relevance
Market share vis-à-vis competition &
Earnings growth rate going ahead (Future Prospects).
Dark Horses Stock Basket: Stock selection is based on:
Deep Valuation Comfort – based on future prospects
Longevity
Poised to compound faster revenue/profit vis-à-vis historical
trend
Business relevance
Market share vis-à-vis...
Evergreen Stock Basket & Dark Horses Stock Basket
Key re-rating triggers are in place for Can Fin Homes (27-01-2024)
Key re-rating triggers are in place for Can Fin Homes. Credit growth expected to accelerate from FY25, strong distribution channel, centralising of credit underwriting process, stable NIM & return ratios & improvement in asset quality. BUY for TP of INR900
Download report ...
Key re-rating triggers are in place for Can Fin Homes
Download report ...
Key re-rating triggers are in place for Can Fin Homes
Kenneth Andrade has revealed his latest stock picks & strategy for 2024 (26-01-2024)
Kenneth Andrade has revealed his latest stock picks & strategy for 2024. He is very bullish about Pharma. It is the largest holding in his portfolio. He is also bullish about premium Liquor & Metal stocks as they are cheap. He is avoiding banking stocks
Read report...
Kenneth Andrade has revealed his latest stock picks & strategy for 2024
Read report...
Kenneth Andrade has revealed his latest stock picks & strategy for 2024
5 Top Pharma picks (24-01-2024)
5 Top Pharma picks. Pharma sector is now on a recovery path due to moderating price erosion & USFDA regulatory issues. Costs are stabilizing. Domestic formulation growth is steady. BSE Healthcare index has outperformed Sensex by ~15/25% in past 6/12 months
Download research report
Download research report
Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio (21-01-2024)
Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio which are favourites of Dolly Khanna, Ashish Kacholia, Shyam Sekhar, Durgesh Shah & other investing luminaries. The Cos have dominant businesses, quality management & other virtues
Read...
Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio
Read...
Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio
MCX is making a new beginning (21-01-2024)
MCX is making a new beginning. It has successfully executed a complex transition. Options volume has increased by 4x YoY & is currently >INR 1,400bn. Focus is on volume growth, improving profitability & return ratios. New products will be growth drivers
Download research report
Download research report
Avoid EPACK Durable Limited IPO (19-01-2024)
Avoid EPACK Durable Limited IPO. Though the Co is likely to grow on the back of strong growth in Indian RAC Market which is expected to grow at a CAGR of 15.7% during FY23-FY28 period, the valuation of FY23 PE & EV/EBITDA multiple of 65.7x & 25.6x is steep
Read report
Read report
J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries (16-01-2024)
J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries. Sunil Singhania’s ABAKKUS FUND, Prashant Jain’s 3P INDIA EQUITY FUND, Dolly Khanna, Porinju Veliyath, Mukul Agrawal, HDFC Mutual Fund & FII LETKO BROSSEAU hold big stakes in the Co
Read Article...
J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries
Read Article...
J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries