Saurabh Mukherjea has issued the red alert that NBFC and consumption stocks are in take-off mode and that we have to board them ASAP. He has given clear-cut advice about which stocks we should back
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- Federal Bank is a credible alternative to larger PSBsFederal Bank has broken through midsized banks league. It has a shock-proof balance sheet. Key challenge lies in leveraging its formidable balance sheet strengths into sustainable P&L outcomes to fortify its position as credible alternative to larger PSBs Download
- Ashish Kacholia, Mukul Agarwal, Lashit Sanghavi, Quant MF are investing ₹180 Cr in Ravindra EnergyAshish Kacholia, Mukul Agarwal, Lashit Sanghavi, Quant MF & others are investing ₹180 Cr in Ravindra Energy. Co is promoted by Renuka Sugars' promoters & is in solar energy. M-Cap is ₹1500 Cr. Promoters hold 75%. Co is play on demand for alternative energy under PM-KUSUM Yojna ... Ashish Kacholia, Mukul Agarwal, Lashit Sanghavi, Quant […]
- Ashish Kacholia has invested ₹4 Cr in Texel IndustriesAshish Kacholia has invested ₹4 Cr in pref issue of a nano-cap named Texel Industries. M-Cap is ₹55 Cr. Promoters hold 42%. Co manufactures geosynthetic textile products which are widely used in agriculture,civil engineering, water harvesting, pollution control,waste management
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- SENCO is one of the most promising players in the organized retail jewelry market. Buy for target price of ₹1350 (23% upside): Motilal Oswal
- Federal Bank is a credible alternative to larger private sector banks. Buy for target price of ₹225 (22% upside): HDFC Sec
- VA Tech Wabag bagged a mammoth order of INR 27bn (equivalent to its FY24 revenue). Hold for target price of ₹1541 (17% upside): ICICI Securities
- Va Tech Wabag Ltd is ‘RIDING THE WAVE’. It is well-placed to serve the growing water security/conservation market. Buy for target price of ₹1700 (30% upside): Axis Securities
- Bajaj Housing Finance is an HFC to Own. It is the second largest, fast growing, most diversified and profitable HFC: Yes Securities
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