Vijay Kedia has shuffled his portfolio to capitalize on the opportunities provided by Covid-19 and also to de-risk from the threats. His new stock picks will benefit from disruption due to technology and have the potential to deliver robust gains in the foreseeable future
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- PSP Projects strategic alliance with Adani to unlock large opportunities. TP 792 (+30%)PSP Projects has focused on its core competency, profitable growth & value creation. Its strategic alliance with Adani to unlock large opportunities. Out of current order book of ₹65bn, ₹5bn is from Adani. ₹35-40bn order inflows expected. TP 792 (+30%) Download research report... PSP Projects strategic alliance with Adani to unlock large opportunities. TP 792 […]
- 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
Recent Posts
- PSP Projects’ strategic alliance with Adani long-term positive. Buy for target price of ₹792 (30% upside): Elara Capital
- Sobha’s landbank rationalization; pipeline provides healthy visibility. Buy for target price of ₹2213 (44% upside): Motilal Oswal
- Sansera Engineering’s robust order book and diversification will drive growth. Buy for target price of ₹2000 (35% upside): ICICI Direct
- Ador Welding is a strong play on the Capex Upcycle. Buy for target price of ₹1621 (42% upside): IDBI Capital
- Suraj Estate Developers has leadership position in the redevelopment segment. Buy for target price of 992 (73% upside): Nuvama
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