Parag Parikh is one of our favourite stock pickers because he has a no-nonsense and unpretentious approach to buying stocks. However, he has not had much luck with his stock picks in the recent past and we explore whether his new venture PPFAS Mutual Fund is a worthy investment candidate
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- Power Mech Projects' order book backlog is 13X TTM revenues. Target Price ₹3330 (21% upside)Power Mech Projects' order book backlog is 13X TTM revenues, providing significant revenue visibility. Execution will scale up in 2nd half of FY25. Earnings are expected to grow at 41.3% and for ROE to improve significantly to 20.3% in FY27E. Target Price ₹3330 (21% upside) Download... Power Mech Projects' order book backlog is 13X TTM […]
- Patel Engg's order book is ₹17260 Cr implying 3.8x book to bill. TP ₹70 (24%)Patel Engg's order book is ₹17260 Cr implying 3.8x book to bill. It has bid for projects worth ~₹10000 Cr. Inflows of ₹10,000-12,000 Cr expected or FY25 with topline growth of 10- 15% in FY25 & 15-20%, in FY26. Balance sheet is stable. TP ₹70 (24%) Download report... Patel Engg's order book is ₹17260 Cr […]
- Park Hotels is poised for sustainable earnings growth. TP ₹245 (+27%)Park Hotels is poised for sustainable earnings growth. It has strong positioning in mid-segment branded hotels in key cities & superior performance on operating metrics compared to industry peers. Handsome shareholder returns expected. TP ₹245 (+27%) Download research report... Park Hotels is poised for sustainable earnings growth. TP ₹245 (+27%)
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- Power Mech Projects’ earnings are expected to grow at 41.3% and for ROE to improve significantly to 20.3% in FY27E. Buy for target price of ₹3330 (21% upside): Geojit
- ICICI Bank is well poised to deliver sustainable growth and profitability! Buy for target price of ₹1550 (17% upside): Motilal Oswal
- Patel Engineering has strong opportunity from the key segment coupled with stable balance sheet. Buy for target price of ₹70 (24$ upside): ICICI DIrect
- Apeejay Surrendra Park Hotels is poised for sustainable earnings growth. Buy for target price of ₹245 (27% upside): IDBI Capital
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