Vinit Sambre of DSP BlackRock Micro Cap Fund has thrilled investors by generating an impressive 5-year CAGR of 25.5%. We need to decipher his investment modus operandi and peep into his list of favourite stocks so that we can also cash in on his expertise
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- Senco Gold has significant re-rating scope. It is trading at a 45-55% discount to Titan/KalyanSenco Gold has significant re-rating scope. It is trading at a 45-55% discount to Titan/Kalyan & at ~25% discount to P N Gadgil. Given the strong execution & growth prospects the steep discount is unwarranted. Buy for TP ₹1600 (+14%) Report
- Buy Stovekraft for target price of ₹1350 & 56% upside potentialStovekraft is a challenger brand gunning for leadership position. It is growing significantly ahead of peers & is a market leader in several products. It has huge operating leverage play. Valuation is attractive, 35% EPS CAGR, robust FCF. TP ₹1350 (+56%) Download... Buy Stovekraft for target price of ₹1350 & 56% upside potential
- Bajaj Housing Finance has a target price of ₹210BHFL is in a league of its own with focus on the ‘desirable’ sweet spot of Rs 5mn which addresses 65% of home-loan aspirants. Co aims to be among top-4 mortgage players. Focus is on building a low-risk balance sheet with strong return ratios. TP ₹210 (27%) Download report... Bajaj Housing Finance has a target […]
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- Senco Gold has significant re-rating scope. Buy for target price of ₹1600 (14% upside): Emkay
- Stovekraft is a challenger brand gunning for leadership position. Buy for target price of ₹1350 (56% upside): Emkay
- Bajaj Housing Finance will be among top-4 mortgage players in the medium term. Buy for target price of ₹210 (27% upside): Philip Capital
- Aadhar is a large affordable HFC (Rs211 bn of AUM in FY2024, 7% market share in the affordable segment) with a long track-record, well-diversified geographical presence and customer profile. Buy for target price of ₹550 (41% upside): Kotak Institutional Equities
- HG Infra has strong balance sheet, return ratios and healthy working capital cycle. Buy for target price of ₹1885 (21% upside): ICICI Direct
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