PSBs have made a sharp comeback in recent years, with the Nifty PSU Bank Index alone delivering 162% returns since Mar’22, overshadowing the 24% returns of the Nifty Private Bank index over the same period
DreamFolks has good earnings growth and strong option value from international expansion plans. Buy for target price of Rs 650 (34% upside): Motilal Oswal
DreamFolks (DFS) is India’s leading airport services aggregator and tech platform, connecting lounges and premium airport facilities with users of bank credit/debit cards. DFS holds a 75%+ volume market share in domestic airport lounges and it is the only player with 100% coverage of airport lounges
Cello has strong brand equity and market penetration & strong track record of healthy financials. Buy for target price of Rs 1100 (31% upside)
Cello World Limited (Cello) is a household brand with presence across categories, such as consumer houseware (FY23 contribution: 66%); writing instruments & stationery (16%); and moulded furniture & allied products (18%). The company has over six decades of experience in scaling up new businesses and carving out leaders among them
Exicom Tele-Systems Limited IPO: Subscriber as the growth for the EV industry looks very attractive: SBI Securities
Exicom Tele-Systems Limited is an India-based power management solutions provider established in 1994. The company’s two business verticals are critical power solutions and electric vehicle supply equipment solutions
Sunteck Realty Profitability to increase significantly. Buy for target price of Rs 640 (32% upside): Motilal Oswal
Sunteck is gearing up with a strong launch pipeline beyond FY24 with INR53b of launches lined up across new and existing projects, which include new project launches at Nepean sea road and Bandra in 2HFY25 and new phases at Naigaon, Vasai, and Goregaon
Ashish Kacholia, Samit Vartak, Ravi Dharamshi, Saurabh Mukherjea, Malabar Fund etc are bullish about Ami Organics. Stock has underperformed but Experts recommend buy
Ami Organics is a small-cap company with a market capitalisation of Rs 3900 crore and a free float of Rs 2100 crore. The Company is engaged in the production of pharmaceuticals and chemicals
M&M has convincing market leadership in the SUV & Tractor space. Buy for target price of Rs 2,225: ICICI Direct
We have a positive view on M&M and retain our BUY rating on the stock amidst its convincing market leadership in the SUV & Tractor space, tangible product outlook in the Electric PV domain and persistent focus on capital efficiency. We now value M&M at SOTP-based target price of ₹2,225
Pharma Sector Outlook & Top 3 Stock Picks By Axis Securities
In FY24, high single-digit domestic growth is anticipated. Furthermore, the US market is poised for robust growth, supported by the normalization of prices in the base business and the ongoing ramp-up of gRevlimid, along with new product launches such as gSpiriva and gPrezista
HDFC Sec Model Portfolio has outperformed Nifty 50 & BSE 200 with 36.9% YoY return
Our preferred sectors are industrial and real estate, metal, power, insurance, cement & building materials, market infrastructure, pharma and gas. We remain underweight on consumer staples, NBFC, chemicals and small banks. We have added weights in steel, media, staffing and cash/InVIT while weights have been reduced in BFSI, industrial/real estate and energy
Park Hotels has multi brands, prime locations, industry-leading occupancy & competitive ARR. Buy for target price of Rs 285: Anand Rathi
Park Hotels operates 30 hotels (seven owned, three leased, 20 under Management contract) with 2,298 rooms (~1,280/~1018 owned & leased/MC) in luxury categories: boutique upscale (The Park, The Park Collection), upper midscale (Zone by the Park, Zone Connect by the Park), at prime business destinations
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