We believe HDFCB has managed to outperform large private sector peers previously by effectively navigating business cycles, delivering stronger profitability and margins, coupled with better asset quality. Return ratios to stay healthy with ROA of 1.7-2.0% and ROE of 13.4-15.7% in FY26-FY28E. Hence, we maintain BUY with revised SOTP-based TP of Rs 2,298 (from Rs 2,213) and roll over valuation to 2.5x Jun’27E ABV
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
Saurabh Mukherjea has analyzed whether the unending rally in the stock market will continue further. He has also explained the prospects of his favourite stocks & whether they are a good buy now
Saurabh Mukherjea has issued the red alert that NBFC and consumption stocks are in take-off mode and that we have to board them ASAP. He has given clear-cut advice about which stocks we should back
Goldman Sachs, the leading foreign brokerage which wields strong influence amongst FIIs and HNI investors, is very bullish about Indian stocks. It has recommended the best stocks which will propel the Nifty to 14100 by the end of 2021
Saurabh Mukherjea and Raamdeo Agrawal have the same philosophy of investing in stocks with high-quality business, high-quality management and growth prospects. Not surprisingly, many of their stock picks match and have delivered magnificent gains and delighted investors
Experts have applied their minds and put together a portfolio of top-quality stocks which are “Biden-proof” and “Trump-proof“. The stocks will thrive irrespective of who assumes power at the Oval Office
One of Dolly Khanna’s favourite multibagger stocks has come into the limelight after Ashish Kacholia & Sunil Singhania added it to their portfolios. The stock has benefitted from the CoronaVirus pandemic & is expected to prosper due to a change in trend
Saurabh Mukherjea has announced that he has dumped a blue-chip FMCG stock which has proven to be a laggard. Its place in the portfolio has been awarded to a newcomer which has flawless pedigree and the wherewithal to deliver hefty gains to investors
Saurabh Mukherjea has handpicked 4 of the best stocks that we can now buy for our own portfolios. He has also provided valuable advice on how to deal with stocks which surge or plunge
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