Satpal Khattar & Prof Shivanand Mankekar have cornered large chunks of a high-quality small-cap stock which has given a phenomenal 30% CAGR return over ten years. Experts are now recommending a buy on the basis that the stock is a “specialist in wealth creation”
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- Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction.Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction. Cos will become so big in 5-7 years that their present topline will become the bottomline. Valuations are cheap. Solar modules, green hydrogen, ethanol, EVs are themes to bet on [youtube https://www.youtube.com/watch?v=3w1FPlYFSjY]
- Protean eGov is a unique play on digital public infrastructure. Buy for TP ₹2510 (24% upside)Protean eGov is a unique play on digital public infrastructure. It has 3 core verticals & new age businesses like ODE & ONDC. Legacy core businesses provide stability. New age businesses open up plethora of opportunities. Buy for TP ₹2510 (24% upside) Download research report... Protean eGov is a unique play on digital public infrastructure. […]
- Saurabh Mukherjea has shuffled his PMS portfoliosSaurabh Mukherjea has shuffled his PMS portfolios. Bajaj Finserv & CMS Info are added to the Kings of Capital portfolio. Ahluwalia Contracts is added to Rising Giants portfolio while Clean Science is added to Little Champs. Eureka Forbes is exited as there is intense competition ... Saurabh Mukherjea has shuffled his PMS portfolios
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- Protean eGov Technologies is a unique play on digital public infrastructure. Buy for target price of ₹2510 (24% upside): ICICI Direct
- Saurabh Mukherjea’s Marcellus PMS Fund has added new stocks to the Kings of Capital, Rising Giants & Little Champs portfolios and exited Eureka Forbes
- Anant Raj is riding India’s data center localization wave. Buy for target price of ₹1100 (31% upside): Motilal Oswal
- 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
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