Rakesh Jhunjhunwala is normally very reticent about his portfolio and favourite stocks. However, he was no match for the charms of the lovely Menaka Doshi who pinned him down and got him to reveal his favourite stocks & investment strategy
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- SME IPO of ABS Marine ServicesHDFC Bank & top funds are anchor investors in SME IPO of ABS Marine Services at Rs 147 per share which implies it is a hot issue. GMP is ₹60. Another marine co named Knowledge Marine is its peer which is up 3300%. Ashish Kacholia & Vanaja Sundar Iyer are invested in that stock ... […]
- Ashish Kacholia & Mukul Agrawal Dhabriya Plywood wins large orderDhabriya Plywood's M-cap is ₹280 Cr. FF M-cap is ₹88 Cr. Promoters hold 68%. Ashish Kacholia holds 6.43%. Mukul Agrawal holds 2.78%. Co is a proxy for realty sector (interior decor). Order Book is ₹100+ Cr. Co has recd large order from DLF & Adani for modular kitchen, Wardrobe ... Ashish Kacholia & Mukul Agrawal […]
- Shriram Piston is Sunil Singhania's high-conviction betShriram Piston is Sunil Singhania's high-conviction bet. His Fund holds 2.31% worth ₹200 Cr (8% of AUM). Co has latest technology from global cos & is supplier to ICE & EV OEMs like Tata, Maruti, M&M, Honda. Co is net debt-free, ROCE is 23.8%. Op Revenue has grown 26% from FY 22
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- IPO: Go Digit overall market share is 3%. The company will do well as the scope of general insurance is huge due to low penetration in India. Subscribe: SBI Securities
- Nitin Spinners Ltd is all Set to grow well with new capacity on stream. Buy for target price of ₹465 (36% upside): SMIFS
- Zen Technologies Ltd is a Rising Star. Co has guided for Rs 900 cr plus revenue along with EBITDA margin of ~35% for FY25. Buy for target price of ₹1137 (20.4% upside): SBI Securities
- SBI has demonstrated its strength in the last few quarters both on core operating performance and asset quality. Buy for target price of ₹1000 (22% upside): ICICI Direct
- HIL has dominant market position in the domestic fiber cement sheet industry. Buy for target price of ₹3093 (25% upside): SMIFS
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