Monthly archives for February, 2023
Latest Research Reports On Stocks By Leading Brokerages: If you have any research reports that you would like to share with us, please send it to michael@rakesh-jhunjhunwala.in or to admin@rakesh-jhunjhunwala.in. (The pre-June 2016 reports are available here).
| S.J.S. Enterprises Ltd (Ashish Kacholia Portfolio Stock) has clean & clear visible growth triggers. Buy for TP of Rs 593 (+33%): SMIFS | |
| Company: | S.J.S. Enterprises |
| Brokerage: | SMIFS |
| Date of report: | January 30, 2023 |
| Type of Report: | Initiating Coverage |
| Recommendation: | Buy |
| Upside Potential: | 33% |
| Summary: | We are of the opinion that SJS at ease will be able to achieve PAT growth @18% CAGR FY22-FY25e with sustainable margin of about 25%+ level. Over & above, the team is aggressively hunting for inorganic acquisition, which can add a new wing in either technology, futuristic products, markets and/or customers |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | S.J.S. Enterprises, SMIFS |
| Indian Hotels ARR continues to inch higher. Buy for Target Price of INR410 (+36%): Motilal Oswal | |
| Company: | Indian Hotels |
| Brokerage: | Motilal Oswal |
| Date of report: | February 1, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 36% |
| Summary: | We expect the strong momentum to continue in FY23-25, led by: a) a further improvement in ARR and occupancy due to favorable demand-supply dynamics; b) higher income from management contracts; and c) unlocking value by launching the reimagined and new brands. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Indian Hotels, Motilal Oswal |