SJS (Ashish Kacholia holds 4.43%) has clean & clear visible growth triggers. Niche business, new products, competent management will be able to drive growth higher than the industry. Scarcity premium as there is no listed player. Buy for TP Rs 593 (+33%)
SJS (Ashish Kacholia holds 4.43%) has clean & clear visible growth triggers
SJS (Ashish Kacholia holds 4.43%) has clean & clear visible growth triggers. Niche business, new products, competent management will be able to drive growth higher than the industry. Scarcity premium as there is no listed player. Buy for TP Rs 593 (+33%)
SJS (Ashish Kacholia holds 4.43%) has clean & clear visible growth triggers
Indian Hotels: Strong momentum to continue in FY23-25 led by a) further improvement in ARR & occupancy due to favorable demand-supply dynamics b) higher income from management contracts c) unlocking value by launching reimagined & new brands. TP 410 (+36%)
Hotel sector is witnessing an upcycle & robust turnaround. Demand is outpacing supply. Tourism’s contribution to GDP expected to grow to USD250bn by FY30. Players with strong hotel pipelines & healthy balance sheets are in a very sweet spot to seize the opportunity
Hotel sector is witnessing an upcycle & robust turnaround. Demand is outpacing supply. Tourism’s contribution to GDP expected to grow to USD250bn by FY30. Players with strong hotel pipelines & healthy balance sheets are in a very sweet spot to seize the opportunity
Trading on Budget day has great opportunity & risk due to the unpredictable volatility. In 2021, Bank Nifty had surged a mammoth 8.26% on Budget day & 5800 points in the week. An expert has analyzed the data from 2018 onwards & advised what we should do
Extreme volatility on Budget day can wreck traders
Ghanshyam has presented data from 2018 onwards to emphasize the extreme and unpredictable nature of the volatility that the Indices witness as the Finance Minister…
Trading on Budget day is fraught with great risk due to the unpredictable volatility
The sharp 20% correction in Bajaj Finance's stock price is at a disconnect from its earnings potential & offers an attractive entry. Operating performance was strong with steady NIMs in a rising interest rate & strong AUM growth (+27% YoY). Buy for TP 6700
Bajaj Finance price correction offers attractive entry point
KIMS is steadily building its empire by conquering & ruling. It is unique play in healthcare with doctor partnership model. Doctors hold 9% equity. Valuation is comforting. Buy for capacity & geographical expansion, improved margins & robust revenue growth
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Yesterday's panic selling took many traders by surprise. However, it was a simple matter of systematically watching key levels & going short on its breach. One trader made Rs 1.4 Cr on that basis
Ghanshyam had predicted panic selling on the eve of expiry
Ghanshyam is well known for his sharp thinking. On Tuesday, 24th January, he had warned that the technicals are reflecting weakness in the market and that there would be panic selling by the Bulls if the level of 42400…
Sharp Traders earn Rs 1.4 Cr Profit in panic selling of the Bank Nifty
Are you an investor in Mutual Funds? Check out the performance of Large-Cap, Multi-Cap, Mid-Cap & Contra Funds & see where your Fund stands vis-a-vis others. On a 3 year time frame, some have given handsome gains of 30%+ CAGR & heavily outperformed Indices