Madhu Kela, the visionary stock picker, has reminded us that good news and good prices never go together. Bad news ushers in good prices which is the ideal opportunity for us to aggressively grab high-quality multibagger stocks with both hands
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- ROHL will immensely benefit from current upcycle. TP ₹431 (+37%)ROHL will immensely benefit from current upcycle. It is going through investment phase & taking steps in right direction by refurbishing existing inventory, shifting focus to value & hiring right talent. Valuation gap with peers narrowing. TP ₹431 (+37%) Download report... ROHL will immensely benefit from current upcycle. TP ₹431 (+37%)
- PSP Projects strategic alliance with Adani to unlock large opportunities. TP 792 (+30%)PSP Projects has focused on its core competency, profitable growth & value creation. Its strategic alliance with Adani to unlock large opportunities. Out of current order book of ₹65bn, ₹5bn is from Adani. ₹35-40bn order inflows expected. TP 792 (+30%) Download research report... PSP Projects strategic alliance with Adani to unlock large opportunities. TP 792 […]
- SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetizationSOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization. The Co trades at 8.5x FY25E EV/EBITDA (based on FY25E pre-sales), which is at a 15-30% discount to its comparable peers (PEPL, GPL, MLDL & Sunteck). TP ₹2213 (+44%) Download research report ... SOBHA’s ~190msf of land reserve is valued at […]
Recent Posts
- Royal Orchid Hotels’ valuation gap with peers narrowing as the restructuring plays out. Buy for target price of ₹431 (37% upside): Nuvama
- PSP Projects’ strategic alliance with Adani long-term positive. Buy for target price of ₹792 (30% upside): Elara Capital
- Sobha’s landbank rationalization; pipeline provides healthy visibility. Buy for target price of ₹2213 (44% upside): Motilal Oswal
- Sansera Engineering’s robust order book and diversification will drive growth. Buy for target price of ₹2000 (35% upside): ICICI Direct
- Ador Welding is a strong play on the Capex Upcycle. Buy for target price of ₹1621 (42% upside): IDBI Capital
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