The imminent fall in interest rates will benefit realty stocks. Stocks were languishing & have only now reached a 14-year high. However, several like DLF, Godrej, Oberoi are way below earlier highs implying huge upside potential. Experts say realty sector can generate huge wealth
Nuvama’s annual knowledge and corporate access event – Edelweiss Emerging Ideas Conference 2023: India – UDYAN ‘Udayan: Udyog, Avasanrachana, Nivesha – was a resounding success. Held between December 5th-6th, 2023, the conference saw participation from more than 55+ corporates (including 25+ CEOs), 320+ clients across over 4000+ meetings. Underlying the theme, India’s economy stands on […]
The index has been scaling new highs since the reversal that was witnessed on 27th October. The uptrend is intact; led by FII’s being a constant buyer in the cash segment Additionally; the index futures data has become positive as FII’s have covered all the short contracts from the system. Total number of long contracts now stands at 35,363 vs prev 38,695
If you look at the order book of a lot of these infra companies, their performance in the last two quarters, and the quality of balance sheet, which is getting built up, and with this certainty again, this good work will continue for the next few years, if not more. At least I can see a visibility of that kind of timeframe, I think these stocks are still trading at very, very compelling valuations
Ashish Kacholia mastery in picking multibagger stocks is evident from the fact that 9 stocks in his portfolio of small & mid-cap stocks have given gains in excess of 100% in FY 2023-24. 3 have given returns in excess of 200%. Mukul Agrawal, Vijay Kedia & Madhu Kela are also invested in some common stocks
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 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 […]
Gautam Shah of Goldilocks has discussed the stocks that he is bullish and bearish on. Some of the stocks recommended for buy are fail-safe Blue-Chip stocks with high dividend yield and upside potential of up to 40%
GRSE, a multibagger midcap PSU with 74.5% Promoter holding is the crown jewel of Ramesh Damani’s portfolio (762% in 5 years). He says PSU stocks will be the leaders of the post-election Bull market. They are quoting at modest valuations & investors should invest in them for handsome gains
HAL is up 67% YoY but is still not expensive. The entire Defense sector is witnessing superior growth due to the Govt’s push & has a lot of steam left. HAL is the leader of the pack & has a lot of room for appreciation. It will continue to do well for next 10 years: Madhu Kela, Vikas Khemani
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