Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

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  • Senco Gold has significant re-rating scope. It is trading at a 45-55% discount to Titan/Kalyan
    Senco Gold has significant re-rating scope. It is trading at a 45-55% discount to Titan/Kalyan & at ~25% discount to P N Gadgil. Given the strong execution & growth prospects the steep discount is unwarranted. Buy for TP ₹1600 (+14%) Report
  • Buy Stovekraft for target price of ₹1350 & 56% upside potential
    Stovekraft is a challenger brand gunning for leadership position. It is growing significantly ahead of peers & is a market leader in several products. It has huge operating leverage play. Valuation is attractive, 35% EPS CAGR, robust FCF. TP ₹1350 (+56%) Download... Buy Stovekraft for target price of ₹1350 & 56% upside potential
  • Bajaj Housing Finance has a target price of ₹210
    BHFL is in a league of its own with focus on the ‘desirable’ sweet spot of Rs 5mn which addresses 65% of home-loan aspirants. Co aims to be among top-4 mortgage players. Focus is on building a low-risk balance sheet with strong return ratios. TP ₹210 (27%) Download report... Bajaj Housing Finance has a target […]