Saurabh Mukherjea has issued the chilling warning that a meltdown in NBFC & HFC stocks is imminent and around the corner. We have to heed the warning and take evasive steps ASAP by jettisoning some, if not all, of our holdings in these stocks
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- SME IPO of ABS Marine ServicesHDFC Bank & top funds are anchor investors in SME IPO of ABS Marine Services at Rs 147 per share which implies it is a hot issue. GMP is ₹60. Another marine co named Knowledge Marine is its peer which is up 3300%. Ashish Kacholia & Vanaja Sundar Iyer are invested in that stock ... […]
- Ashish Kacholia & Mukul Agrawal Dhabriya Plywood wins large orderDhabriya Plywood's M-cap is ₹280 Cr. FF M-cap is ₹88 Cr. Promoters hold 68%. Ashish Kacholia holds 6.43%. Mukul Agrawal holds 2.78%. Co is a proxy for realty sector (interior decor). Order Book is ₹100+ Cr. Co has recd large order from DLF & Adani for modular kitchen, Wardrobe ... Ashish Kacholia & Mukul Agrawal […]
- Shriram Piston is Sunil Singhania's high-conviction betShriram Piston is Sunil Singhania's high-conviction bet. His Fund holds 2.31% worth ₹200 Cr (8% of AUM). Co has latest technology from global cos & is supplier to ICE & EV OEMs like Tata, Maruti, M&M, Honda. Co is net debt-free, ROCE is 23.8%. Op Revenue has grown 26% from FY 22
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- DLF has strong cash flow despite higher BD, launch pipeline intensifies. Buy for target price of ₹1081: Nuvama
- Beta Drugs is one of the fastest growing scaled up companies in the Indian branded Oncology pharma market. Buy for target price of ₹1600 (32% upside): Nuvama
- Amara Raja has a capital efficient business model, healthy net cash positive B/S & inexpensive valuations. Buy for target price of ₹1200 (28% upside): ICICI Direct
- Man Infraconstruction has strong upcoming Order Book and Surging Net Profits. BUY for target price of ₹270 (34% upside): Axis Securities
- TCI express is leading ground express player with the company claiming to have a market share of ~7%. Buy for target price of ₹1490 (35% upside): Kotak Securities
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