Porinju Veliyath’s appetite for so-called “chor” companies has not abated. Instead, he has bought more of his favourite micro-cap “chor” stock because it is on the verge of a turnaround and may blossom into a multibagger
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- Goldman Sachs has downgraded Cummins to sell for Target Price of ₹2900Goldman Sachs has flagged 3 concerns 1) CPCB-IV transition has made diesel gensets 15-25% more expensive &with competitors introducing more SKUs in high KVA gensets, expect incremental mkt share gains to be at expense of profitability 2) Expect BESS & other alternatives to reduce overall demand of diesel gensets in medium-to-long term 3) Weak macro […]
- Avalon stands out in the EMS landscape as the only player with a significant manufacturing presenceAvalon stands out in the EMS landscape as the only player with a significant manufacturing presence in the US. It is successfully navigating challenges with a well-defined recovery plan for its US business alongside continued growth in its domestic operations. TP ₹690 Download... Avalon stands out in the EMS landscape as the only player with […]
- JTL Industries has ascended as the fastest-growing co. Target Price ₹294 (37.5% upside)JTL Industries has ascended as the fastest-growing co propelled by robust sectoral dynamics, augmented production capacities & strong offtake. Its strategic decision to prioritize value-added product segments has proven to be effective. TP ₹294 (+37.6%) https://rakesh-jhunjhunwala.in/jtl-...y-for-target-price-of-₹294-37-6-upside-smifs/... JTL Industries has ascended as the fastest-growing co. Target Price ₹294 (37.5% upside)
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- Oil India is a strong conviction BUY. Buy for target price of ₹720 (25% upside): Motilal Oswal
- Avalon Technologies stands out in the EMS landscape as the only player with a significant manufacturing presence in the US. Buy for TP ₹690 (26% upside): Motilal Oswal
- Hyundai Motors India is a credible play on tangible growth story in PV space. Subscribe to the IPO: ICICI Direct
- JTL Industries Ltd’s Capex to stimulate growth; value-addition to aid margins. Buy for target price of ₹294 (37.6% upside): SMIFS
- TRIL’s margin outperformance continues. Buy for target price of ₹980 (45% upside): Nuvama
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