Saurabh Mukherjea has provided valuable advice on how we should construct our portfolios like a “Thali” i.e. with core and satellite stocks. He has also recommended two mid-cap stocks which can blossom into gorgeous 10x multibaggers
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- Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-mergerShriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while improving asset quality. SFL has the ability to continue its growth trajectory and deliver a strong 17/17/19% CAGR AUM/NII/Earnings growth. Buy for TP ₹3825 (30%)... Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
- Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%)Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%). Neuland, Global Vectra, Sudarshan, Siyaram, Tejas, Precision Cam, Elecon & Affordable Robotic are sparklers with returns ranging from 25% to 180%. Vaibhav Global, Repro are laggards
- Buy Awfis Space Solutions Ltd for target price of ₹1049 (44% upside)Awfis delivered 30%+ revenue growth & expansion in EBITDA margin of 12%+. Continued growth with 35% CAGR in seat addition, 31% in revenue & 53% in EBITDA over FY24–27E expected. BUY for target price of ₹1,049 (44% upside) Download report... Buy Awfis Space Solutions Ltd for target price of ₹1049 (44% upside)
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- 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
- Ashish Kacholia’s portfolio gave a return of 80% in CY24. Three stocks gave multibagger returns of 200%
- Stock Markets (Nifty) set for double digit gains to 28800 in CY25: ICICI Direct Technical Outlook
- TOP DIVIDEND YIELD STOCKS by Axis Securities
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