Dolly Khanna’s visionary approach alerted her to the fact that immense potential for specialty chemicals stocks would unfold soon in the Country. She aggressively packed the portfolio with top-quality stocks when they were available at throwaway valuations and is today basking in massive riches. Luckily, it is still not too late for us to join the party and pocket some of the riches
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- 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
- Suraj Estate Developers has a robust project lineup & launch pipeline. TP ₹992 (+73%)Suraj Estate Developers has a robust project lineup & launch pipeline, leadership position in redevelopment projects, strong cost advantage, proven track record, huge addressable market and healthy Balance Sheet with predictable cash flows. TP ₹992 (+73%) Download research report... Suraj Estate Developers has a robust project lineup & launch pipeline. TP ₹992 (+73%)
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- NTPC Green Energy Ltd has exponential growth potential. Subscribe to the IPO: SBI Securiies
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