Metro Brands has been added to the Rising Giants portfolio. Metro is the most efficient footwear retailer in India, with earnings CAGR of 20% & store level ROI of ~60-80%. Promoters hold 74.2%. Jhunjhunwala holds 9.6%
“Trent can be the next Titan & give investors multibagger returns of 2000x.” Saurabh Mukherjea explains why he is bullish about Trent & CERA & not so bullish about Bajaj Finance
Trent is quoting at 50x P/E and not at 110x P/E as assumed by analysts One of the paramount concerns of analysts about Trent is its alleged nose-bleed valuations of 110x P/E. Saurabh straightaway dealt with this concern and rubbished it. “When the market says it trades at 110 times PE, I am always circumspect […]
Cochin Shipyard has given 100% multibagger gain in 6 months. Stock Split + 80% dividend will keep it in focus
Cochin Shipyard Ltd is a leading player in the construction of all kinds of vessels, repairs, and refits of all types of vessels including periodic upgradation and life extension of ships. It is a PSU mid-cap with a market capitalisation of Rs 13,775 crore. The Government holds 72.86% of the equity capital
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