Vijay Kedia has shuffled his portfolio to capitalize on the opportunities provided by Covid-19 and also to de-risk from the threats. His new stock picks will benefit from disruption due to technology and have the potential to deliver robust gains in the foreseeable future
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- 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
- 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)
Recent Posts
- 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
- 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
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