Chris Wood, Chief Strategist of CLSA, has said that he has allocated 41% of the portfolio to Indian stocks on the basis of a 5 year bull market. He has also identified 5 stocks that he is most bullish on
Posts tagged Chris Wood
- 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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