Daljeet Kohli’s good luck at finding winning stocks appears to have returned. Another one of his stock picks is a mega-bagger in just over a year
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- Prashant Jain's 3P Fund & Vikas Khemani's Carnelian Fund have invested in Interarch Building ProductPrashant Jain's 3P Fund & Vikas Khemani's Carnelian Fund have invested in newly listed Interarch Building Products. IPO was at ₹900. M-Cap is ₹2500 Cr. Promoters hold 53%. Co provides turnkey pre-engineered steel buildings. Order Book is ₹1350 Cr. Demand is growing due to PMAY-U and other Govt schemes etc
- IREDA is a good buy for target price of ₹280 (25% upside)IREDA's business growth & margins are aided by Govt’s focus on renewable sector. Foray in retail segment is aiding delivery of steady return ratio on a sustained basis. Capital raising of ₹4500 Cr will aid future growth & is book accretive. TP ₹280 (25%)
- Vikas Khemani is "highly bullish" on the IT sectorVikas Khemani says he is "highly bullish" on the IT sector & that it is one of the "best opportunities"to benefit from the US interest rate cycle. BFSI spending is picking up in the US. Tier 1 cos are reporting robust growth. His Fund holds Newgen Software
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- Kaynes Technologies is scaling up the smart meter business amid growing market demand. Buy for target price of ₹6400 (27% upside): Motilal Oswal
- IREDA’s healthy growth momentum to aid valuation. Buy for target price of ₹280 (25% upside): ICICI Direct
- Oil India is a strong conviction BUY. Buy for target price of ₹720 (25% upside): Motilal Oswal
- Avalon Technologies stands out in the EMS landscape as the only player with a significant manufacturing presence in the US. Buy for TP ₹690 (26% upside): Motilal Oswal
- Hyundai Motors India is a credible play on tangible growth story in PV space. Subscribe to the IPO: ICICI Direct
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