Prof Sanjay Bakshi & Sanjoy Bhattacharyya, both eminent value investing dons, have loaded up on a small-cap stock on the basis that it has huge scalability, strong return ratios and free cash generation. However, the consistent poor results coupled with rumours of financial impropriety have sparked fear amongst novice investors that the stock may be a ‘house of cards’
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- Shalby is a multi-specialty hospital chain with expertise in joint replacementShalby is a multi-specialty hospital chain with expertise in joint replacement. It is making right strides with calibrated growth based on big ticket expansion in metros & tier I cities & asset-light franchisee expansion in tier II-VI towns. TP ₹310 (35%) Download... Shalby is a multi-specialty hospital chain with expertise in joint replacement
- DLF has strong growth prospects. Buy for target price of ₹1081 (30% upside)DLF has strong growth prospects due to strong sectoral tailwinds, record low inventory, greater preference for branded luxury, extensive launch pipeline & expansion in its annuity portfolio. Strong Balance Sheet with consistent cash flow. TP ₹1081 (+30%) Research Report... DLF has strong growth prospects. Buy for target price of ₹1081 (30% upside)
- Aditya Birla Capital has demonstrated solid performance. Buy for target price of ₹280 (37% upside)Aditya Birla Capital has demonstrated solid performance, achieving strong growth in the loan book while maintaining asset quality. Management has reiterated guidance on both growth & credit cost fronts. Lending business expected to grow at 30%. TP (+37%)... Aditya Birla Capital has demonstrated solid performance. Buy for target price of ₹280 (37% upside)
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