Rakesh Jhunjhunwala

• investments

GAIL’s valuations are compelling; FY27 dividend yield at 4.3%. Buy for target price of ₹195 (16% upside): Motilal Oswal

Arjun March 23, 2025

GAIL share price has corrected 30% over the past five-and-a-half months and now trades...

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• investments

Kalyan Jewellers’ growth momentum remains strong in Q4 despite surge in gold price. Buy for target price of ₹520 (15% upside): ICICI Securities

Arjun March 22, 2025

Highlights from our interaction with management of Kalyan Jewellers (Kalyan) include: 1) Despite an...

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• investments

Manappuram Finance is at a strategic inflection point due to Bain Capital acquiring a controlling stake. Buy for target price of ₹218 (15% upside): Elara Capital

Arjun March 21, 2025

The announcement of Bain Capital acquiring a controlling stake in Manappuram Finance (MGFL IN)...

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• investments

Cochin Shipyard has extensive opportunity in both defence & commercial shipbuilding segments. Buy for target price of ₹1700 (20% upside)

Arjun March 20, 2025

Cochin Shipyard (CSL), incorporated in 1972 as a Government of India company, is one...

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• investments

Goodluck India’s foray into High Margin Value Added Products to drive growth. Buy for target price of ₹947 (43.4%): SBI Securities

Arjun March 19, 2025

Goodluck India Ltd. is among the leading manufacturer of wide range of Engineering structures,...

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• investments

Signature Global is an emerging heavyweight. Buy for target price of ₹1436 (34% upside): Nuvama

Arjun March 18, 2025

Signature Global (SGIL) has built up a robust pre-sales momentum (TTM bookings up ~7.6x...

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• investments

Varun Beverages’ price correction is overdone and the prevailing market pessimism should be used as an opportunity to Add. Target price ₹675 (38.3%): JMFICS

Arjun March 17, 2025

Varun Beverages has corrected c.30% from its peak – a function of weak demand...

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• investments

PVR INOX is quoting at reasonable valuations & has limited downside. Buy for target price of ₹1610 (71.3% upside); JMFICS

Arjun March 16, 2025

Karnataka state government has proposed an INR 200 price-cap for movie tickets. This is...

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• investments

Hindalco is the preferred play in the aluminium space with good earnings visibility for the next six months. Buy for target price of ₹800 (15.7% upside): JMFICS

Arjun March 15, 2025

With Aluminium prices remaining strong above ~USD2.6k/tn levels and the company guiding for Novelis’...

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• investments

Veteran F&O trader & author Linda Raschke says she is ‘shocked’ by the complacency of experts who are advising ‘buy on dips’

Arjun March 14, 2025

Linda Raschke, the noted Veteran F&O trader & author, has advised that the market...

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