Rakesh Jhunjhunwala is normally very reticent about his portfolio and favourite stocks. However, he was no match for the charms of the lovely Menaka Doshi who pinned him down and got him to reveal his favourite stocks & investment strategy
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- Skipper has Target Price of ₹650 (44% upside)Skipper has presence across the T&D ecosystem & is poised for a powerful performance. It stands to benefit immensely from domestic & export order intake tailwinds. It is doubling tower capacity & is only backward-integrated player in India. TP ₹650 (44%) Download research report ... Skipper has Target Price of ₹650 (44% upside)
- Ashish Kacholia has invested ₹60 Cr in 2.52% of Jyoti StructuresAshish Kacholia has invested ₹60 Cr in 2.52% of Jyoti Structures. M-Cap is ₹2400 Cr. Co was rescued from insolvency by Sharad Sanghi of Netmagic. Co is play on infra & power sector as it has expertise in turnkey EPC solutions for electricity transmission, distribution (T&D) etc
- Jubilant Pharmova has a diversified & unique business model with new growth drivers. 30% upsideJubilant Pharmova has a diversified & unique business model with new growth drivers & multiple triggers. It has growth visibility & revenue potential of $350 Mn. Co is embarking on a new earnings cycle. PAT has potential to grow 4x. TP ₹1450 (30%) Download research report... Jubilant Pharmova has a diversified & unique business model […]
Recent Posts
- Skipper Ltd is poised for a powerful performance. Buy for target price of ₹650 (44% upside): Nuvama
- Jubilant Pharmova has a unique business with long-term earnings visibility. BUY for target price of ₹1450 (30% upside): Nuvama
- Thangamayil Jewellery is a a high-conviction BUY for target price of ₹2550: HDFC Securities
- Aeroflex Industries is a conviction pick riding on multiple tailwinds. Buy for target price of ₹230 (29% upside): ICICI Direct
- V2 Retail is firing on all cylinders; expect re-rating to continue. Buy for target price of ₹1754 (27% upside): Nuvama
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