Basant Maheshwari has made the dramatic announcement that his latest favourite sector will be the “fourth industrial revolution” and that it will revolutionize the World in the same way that the steam engine and the internet did. We need to come to grips with Basant’s theory and grab the best stocks in the sector before the hoi polloi does
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- PSP Projects strategic alliance with Adani to unlock large opportunities. TP 792 (+30%)PSP Projects has focused on its core competency, profitable growth & value creation. Its strategic alliance with Adani to unlock large opportunities. Out of current order book of ₹65bn, ₹5bn is from Adani. ₹35-40bn order inflows expected. TP 792 (+30%) Download research report... PSP Projects strategic alliance with Adani to unlock large opportunities. TP 792 […]
- SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetizationSOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization. The Co trades at 8.5x FY25E EV/EBITDA (based on FY25E pre-sales), which is at a 15-30% discount to its comparable peers (PEPL, GPL, MLDL & Sunteck). TP ₹2213 (+44%) Download research report ... SOBHA’s ~190msf of land reserve is valued at […]
- Sunil Singhania & Madhu Kela are bullish about Himatsingka SeideSunil Singhania & Madhu Kela are bullish about Himatsingka Seide. Singhania's Abakkus Fund holds 6.78% worth ₹137 Cr. Kela's Cohesion MK Fund holds 4.07% worth ₹82 Cr. M-Cap is ₹2100 Cr. Promoters hold 37%. Co is dominant in branded Home Textile with a 'fibre to shelf' model
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- PSP Projects’ strategic alliance with Adani long-term positive. Buy for target price of ₹792 (30% upside): Elara Capital
- Sobha’s landbank rationalization; pipeline provides healthy visibility. Buy for target price of ₹2213 (44% upside): Motilal Oswal
- Sansera Engineering’s robust order book and diversification will drive growth. Buy for target price of ₹2000 (35% upside): ICICI Direct
- Ador Welding is a strong play on the Capex Upcycle. Buy for target price of ₹1621 (42% upside): IDBI Capital
- Suraj Estate Developers has leadership position in the redevelopment segment. Buy for target price of 992 (73% upside): Nuvama
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