Saurabh Mukherjea has homed in on a top-quality MNC stock with impeccable credentials which he has fondly described as a “cash machine”. CLSA has thoroughly analyzed the stock and recommended it for mega upside gains
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- 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
- Anant Raj is riding India's data center wave. TP ₹1100 (31%)Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin its growth. Significant revenue, EBITDA margin expansion & long-term value creation expected. TP ₹1100 (31%) Download research report... Anant Raj is riding India's data center wave. TP ₹1100 (31%)
- Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%). 6 stocks ASM, Hind Rectifier, Neuland, LT Foods, Pearl Global & Concord are multibaggers with 100%+ YoY gain. Other big YoY winners are Raghav (97%), PTC (95%) & Nuvama (91%) ... Mukul Agrawal's portfolio has 56 […]
Recent Posts
- 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
- Ashish Kacholia’s portfolio gave a return of 80% in CY24. Three stocks gave multibagger returns of 200%
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