Shyam Sekhar and Anil Kumar Goel, both noted value investors, have homed in on a micro-cap stock which is said to be the “next Garware-Wall Ropes”. We have to keep a red alert and decide whether we should join the luminaries
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- Protean eGov is a unique play on digital public infrastructure. Buy for TP ₹2510 (24% upside)Protean eGov is a unique play on digital public infrastructure. It has 3 core verticals & new age businesses like ODE & ONDC. Legacy core businesses provide stability. New age businesses open up plethora of opportunities. Buy for TP ₹2510 (24% upside) Download research report... Protean eGov is a unique play on digital public infrastructure. […]
- Saurabh Mukherjea has shuffled his PMS portfoliosSaurabh Mukherjea has shuffled his PMS portfolios. Bajaj Finserv & CMS Info are added to the Kings of Capital portfolio. Ahluwalia Contracts is added to Rising Giants portfolio while Clean Science is added to Little Champs. Eureka Forbes is exited as there is intense competition ... Saurabh Mukherjea has shuffled his PMS portfolios
- Anant Raj is riding India's data center wave. TP ₹1100 (31%)Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin its growth. Significant revenue, EBITDA margin expansion & long-term value creation expected. TP ₹1100 (31%) Download research report... Anant Raj is riding India's data center wave. TP ₹1100 (31%)
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- Protean eGov Technologies is a unique play on digital public infrastructure. Buy for target price of ₹2510 (24% upside): ICICI Direct
- Saurabh Mukherjea’s Marcellus PMS Fund has added new stocks to the Kings of Capital, Rising Giants & Little Champs portfolios and exited Eureka Forbes
- Anant Raj is riding India’s data center localization wave. Buy for target price of ₹1100 (31% upside): Motilal Oswal
- Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while continuously improving asset quality. Buy for target price of ₹3825 (30% upside): Axis Securities
- Awfis Space Solutions delivered 30%-plus revenue growth for FY25 and expansion in EBITDA margin upwards of 12%. Buy for target price of ₹1049 (44% upside): ICICI Securities
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