Sonia Shenoy, who is known for her nuanced political and economic views, rightly pointed out that financial and political stability is what the market wants. The assembly election outcome increases the odds of it.
She pointed out that Nomura's view is that the BJP win should calm fears about fiscal populism. MOSL opined that the election results Removes Overhang Of Political Uncertainty.
According to Meghna Sen of...
Top 14 stock picks to benefit from pre-election rally & impending victory of BJP in 2024 elections
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Top 14 stock picks to benefit from pre-election rally & impending victory of BJP in 2024 elections (04-12-2023)
Sonia Shenoy, who is known for her nuanced political and economic views, rightly pointed out that financial and political stability is what the market wants. The assembly election outcome increases the odds of it.
She pointed out that Nomura's view is that the BJP win should calm fears about fiscal populism. MOSL opined that the election results Removes Overhang Of Political Uncertainty.
According to Meghna Sen of...
Top 14 stock picks to benefit from pre-election rally & impending victory of BJP in 2024 elections
She pointed out that Nomura's view is that the BJP win should calm fears about fiscal populism. MOSL opined that the election results Removes Overhang Of Political Uncertainty.
According to Meghna Sen of...
Top 14 stock picks to benefit from pre-election rally & impending victory of BJP in 2024 elections
Cochin Shipyard has strong revenue growth visibility with order backlog of ₹22000 Cr (03-12-2023)
Cochin Shipyard has strong revenue growth visibility with order backlog of ₹22000 Cr & is expected to witness significant YoY growth in revenues & profitability over FY24-25E. Valuations are attractive due to multiple growth drivers. Target Price Rs 1340
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Cochin Shipyard has strong revenue growth visibility with order backlog of ₹22000 Cr
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Cochin Shipyard has strong revenue growth visibility with order backlog of ₹22000 Cr
Buy Kaynes Technology for target price of Rs 2850 (03-12-2023)
Kaynes is a prominent player in ESDM services. It is a key beneficiary of the ‘Aatmanirbhar Bharat’ initiative & ‘China+1’. ESDM industry is seeing a massive trend change. Kaynes has clocked revenue of 45% CAGR vs industry average of 14-33% in last 3 years
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Buy Kaynes Technology for target price of Rs 2850
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Buy Kaynes Technology for target price of Rs 2850
Amara Raja is in the value zone with attractive risk reward (02-12-2023)
Amara Raja is in the value zone with attractive risk reward. It has a strong presence in the duopolistic lead acid battery market. Long term prospects are promising. Balance Sheet is healthy & net cash positive. Inexpensive valuation. TP ₹900 (27% upside)
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Amara Raja is in the value zone with attractive risk reward
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Amara Raja is in the value zone with attractive risk reward
Buy PITTI for target price Rs 915 (40% upside) (02-12-2023)
Buy PITTI for target price Rs 915 (40% upside). Order book has significantly improved by 149% YoY. Revenue expected to grow at CAGR of 13%. EBITDA expected to grow at 13% CAGR. Profitability expected to grow at CAGR of 38%. ROE & ROCE to grow 25.8% & 26.7
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Buy PITTI for target price Rs 915 (40% upside)
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Buy PITTI for target price Rs 915 (40% upside)
Review of 9 Specialty Chemical Stocks + 3 Buy Recommendations (26-11-2023)
Review of 9 Specialty Chemical Stocks + 3 Buy Recommendations. Structural story of industry remains strong. Due to strong domestic demand & growing reliance on India by international customers rapid growth in this sector is expected as conditions stabilize
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Review of 9 Specialty Chemical Stocks + 3 Buy Recommendations
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Review of 9 Specialty Chemical Stocks + 3 Buy Recommendations
Famous economist warns that stock market may crash 30% due to imminent recession in the USA (19-11-2023)
Gary Shilling, the president of A. Gary Shilling & Co, has predicted a doomsday scenario for the stock markets.
Shilling was Merrill Lynch's first chief economist till 1978. He started his own economic-consulting and investment-advisory firm in that year.
In "The Julia La Roche Show" interview, he warned that the stock markets could crash and plunge 30%.
He predicted an imminent recession, citing key indicators such as the inverted yield curve and...
Famous economist warns that stock market may crash 30% due to imminent recession in the USA
Shilling was Merrill Lynch's first chief economist till 1978. He started his own economic-consulting and investment-advisory firm in that year.
In "The Julia La Roche Show" interview, he warned that the stock markets could crash and plunge 30%.
He predicted an imminent recession, citing key indicators such as the inverted yield curve and...
Famous economist warns that stock market may crash 30% due to imminent recession in the USA
Impact of Increase in Risk Weights on Consumer Credit / Loans to NBFCs (19-11-2023)
Impact of Increase in Risk Weights on Consumer Credit/ Loans by RBI. Banks will see slowdown in growth in PL/Cards/NBFC segments. Impact will vary. Negative impact will be felt more in the NBFC/fintech space in the form of slowdown & rise in cost of funds.
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Impact of Increase in Risk Weights on Consumer Credit / Loans to NBFCs
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Impact of Increase in Risk Weights on Consumer Credit / Loans to NBFCs
Buy Royal Orchid Hotels for Target Price of Rs 498 (76% upside) (19-11-2023)
Royal Orchid Hotels will benefit from favourable demand-supply dynamics. Revenue/EBITDA to clock 29%/18% CAGR over FY23–25. Growth expected to outpace peers which will help to narrow valuation gap with peers. BUY for Target Price of Rs 498 (76% upside)
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Buy Royal Orchid Hotels for Target Price of Rs 498 (76% upside)
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Buy Royal Orchid Hotels for Target Price of Rs 498 (76% upside)