Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged Shyam Sekhar

InfoTech Stocks Are In Retirement Mode & Are Good Only For Pensioners: Basant Maheshwari



Basant Maheshwari has contemptuously dismissed info-tech stocks as being in “retirement mode” and as being good only for investors seeking “pension income”

Micro-Finance Business Is “Organized Usury” With “No Real Future”: Shyam Sekhar



Shyam Sekhar, a leading stock market expert, has issued the spine-chilling warning that micro-finance is “organized usury” against the downtrodden and that Governmental action to curb the practice is imminent. The fact that the MFIs are posting super-normal profits supports the allegation of the loans being extortionate in nature

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  • SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization
    SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization. The Co trades at 8.5x FY25E EV/EBITDA (based on FY25E pre-sales), which is at a 15-30% discount to its comparable peers (PEPL, GPL, MLDL & Sunteck). TP ₹2213 (+44%) Download research report ... SOBHA’s ~190msf of land reserve is valued at […]
  • Sunil Singhania & Madhu Kela are bullish about Himatsingka Seide
    Sunil Singhania & Madhu Kela are bullish about Himatsingka Seide. Singhania's Abakkus Fund holds 6.78% worth ₹137 Cr. Kela's Cohesion MK Fund holds 4.07% worth ₹82 Cr. M-Cap is ₹2100 Cr. Promoters hold 37%. Co is dominant in branded Home Textile with a 'fibre to shelf' model
  • Suraj Estate Developers has a robust project lineup & launch pipeline. TP ₹992 (+73%)
    Suraj Estate Developers has a robust project lineup & launch pipeline, leadership position in redevelopment projects, strong cost advantage, proven track record, huge addressable market and healthy Balance Sheet with predictable cash flows. TP ₹992 (+73%) Download research report... Suraj Estate Developers has a robust project lineup & launch pipeline. TP ₹992 (+73%)
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