Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged Equitas Holdings

Mutual Funds Will Dump Stocks, We Should Buy Them: Porinju Veliyath



Porinju Portfolio

Porinju Veliyath has issued the red alert that there will soon be a selling tsunami in small-cap stocks as mutual funds scramble to comply with the SEBI reclassification directives. This will create a God-sent opportunity for us to buy quality stocks at rock-bottom prices, he says

Ramesh Damani Junks Business Model Of Micro-Finance Stocks Even As They Surge & Breach Upper Circuits



Ramesh Damani says that he is not convinced that the micro-finance business model is a sound one. However, the markets are not paying any heed to his caution and are sending micro-finance stocks surging like rockets to new highs

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  • Va Tech Wabag is a Buy for target price of ₹1700 (30% upside)
    Va Tech Wabag is ‘RIDING THE WAVE’. It is well-placed to serve the growing water security/conservation market. Rationale supported by a) Strong industry tailwinds, b) Improving profitability, c) Robust Order book, & d) Expanding offerings. TP ₹1700 (+30%) Download... Va Tech Wabag is a Buy for target price of ₹1700 (30% upside)
  • Zomato is not overvalued & is still a good buy: Manish Sonthalia
    Manish Sonthalia says there is no question of Zomato being overvalued though it is up 155% YoY. "The street will get surprised on numbers on FY26, FY27 & FY28. The Quick commerce of tripling of dark stores by FY26 is yet to play up”. Stay invested in stock [youtube https://www.youtube.com/watch?v=rVwYVaHV3oE]
  • Even if only US shifts 20-30%, Indian API revenues could triple or quadruple in 10 years
    Aditya Khemka says the US' Biosecure Act will benefit Pharma Cos like Piramal Pharma & Jubilant Pharmova which have mfg facilities in the US as they will be the first order beneficiary. Indian API exports are $4B while China's API exports are $40B. Even if only US shifts 20-30%, Indian API revenues could triple or […]
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