Porinju Veliyath condemned a high quality stock as being “over-priced”. However, the stock has shown remarkable resilience and has churned out hefty returns. The remarkable aspect is that the stock is now said by Motilal Oswal to be cheap and to deserve higher valuations
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- Top Conviction Stock IdeasEquity Investment Strategy: Market Shifting Gears; Time to Build Long-Term Portfolio. Top Conviction Ideas from BFSI, Infra, Cement, Pharma & Hospitals, FMCG, Retail, Chemicals & Mid-caps, Metals & Mining, Power & Transmission, Automobiles, IT & Telecom Download research report
- HPL Electric & Power is strongly positioned to witness healthy growth. TP ₹660 (36%)HPL Electric & Power is strongly positioned to witness healthy growth led by robust opportunity arising in smart meters segment. Order book stands strong at ₹3500+ Cr (3.6x meters' revenue). Large part of 22.24 crore meters is yet to be awarded by the Govt. TP ₹660 (36%)... HPL Electric & Power is strongly positioned to […]
- 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%)
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- HPL Electric & Power is strongly positioned to witness healthy growth led by robust opportunity arising in smart meters segment. Buy for target price of ₹660 (36% upside): ICICI Direct
- 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
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