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  • Thangamayil Jewellery is a high-conviction BUY for TP ₹2550
    Thangamayil Jewellery is a high-conviction BUY. It is the D-Mart of Tamil Nadu's jewellery retail sector. Significant rerating is expected as the Co's ROE improves from 18% to 32% substantially surpassing that of Titan, the market leader. TP ₹2550 Download research report... Thangamayil Jewellery is a high-conviction BUY for TP ₹2550
  • Aeroflex is a conviction pick riding on multiple tailwinds. TP ₹230 (29%)
    Aeroflex is a conviction pick riding on multiple tailwinds. Well positioned to benefit significantly from healthy global demand of flexible flow solutions & is expanding its presence to new age sectors. Focused on improving profitability. TP ₹230 (29%) Download report ... Aeroflex is a conviction pick riding on multiple tailwinds. TP ₹230 (29%)
  • Vikas Khemani's Carnelian Fund has invested ₹40 Cr in R Systems
    Vikas Khemani's Carnelian Fund has invested ₹40 Cr in R Systems. Co has expertise in product engg, Cloud, AI & Automation. Blackstone group are Promoters (52%) & ex-Infy executive Nitesh Bansal is CEO. Co is play on accelerating shift to cloud & AI adoption. Reasonable valuation ... Vikas Khemani's Carnelian Fund has invested ₹40 Cr […]