Rakesh Jhunjhunwala Portfolio 2013 is not something that you can just walk past, gape at, and walk away. Instead, you need to study the portfolio, contemplate its contents and understand the hidden and subtle messages that Rakesh Jhunjhunwala is sending to his disciples on how they can become better investors and find multibagger stocks
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- JTL Industries has ascended as the fastest-growing co. Target Price ₹294 (37.5% upside)JTL Industries has ascended as the fastest-growing co propelled by robust sectoral dynamics, augmented production capacities & strong offtake. Its strategic decision to prioritize value-added product segments has proven to be effective. TP ₹294 (+37.6%) https://rakesh-jhunjhunwala.in/jtl-...y-for-target-price-of-₹294-37-6-upside-smifs/... JTL Industries has ascended as the fastest-growing co. Target Price ₹294 (37.5% upside)
- Buy TRIL for Target Price of ₹980 (45% upside)TRIL: HV power transformer manufacturers are seeing a Goldilocks phase of T&D cycle - high demand (domestic +exports) coupled with short supply spurring premium pricing & margins. TRIL's order book is ₹35Bn, margin outperformance continues. TP ₹980 (45%) Download research report... Buy TRIL for Target Price of ₹980 (45% upside)
- ValueQuest Moat Fund has invested in 1.17% of MSTC worth ₹59 Cr.ValueQuest Moat Fund has invested in 1.17% of MSTC worth ₹59 Cr. Govt holds 65%. M-Cap is ₹4900 Cr. Co earns by conducting auctions (e-commerce) for other PSUs & Govt Depts. Scrap recovery is a main business. RoCE is 37%, RoE is 27%, Dividend yield is 2.4%. Co is net debt-free
Recent Posts
- Hyundai Motors India is a credible play on tangible growth story in PV space. Subscribe to the IPO: ICICI Direct
- JTL Industries Ltd’s Capex to stimulate growth; value-addition to aid margins. Buy for target price of ₹294 (37.6% upside): SMIFS
- TRIL’s margin outperformance continues. Buy for target price of ₹980 (45% upside): Nuvama
- 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
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