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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- Mankind Pharma is unlocking new vertical through BSV acquisitionMankind Pharma is unlocking new vertical through BSV acquisition. It has access to a high-entry barrier business with multiple moats, healthy mix of domestic & intnl segments & sustainable EBITDA growth of 27%. EPS-accretive from 2nd year. TP ₹2650 (+24%)... Mankind Pharma is unlocking new vertical through BSV acquisition
- Piramal Pharma is a conviction pick for Target Price of ₹210 (42% upside)Piramal Pharma is a conviction pick. Co is at critical inflection point. Overall improvement is expected as CDMO momentum continues. Complex Hospital generics is a niche & steady business. Margin is improving. Balance sheet stress is waning. TP ₹210 (42%) https://rakesh-jhunjhunwala.in/piramal-pharma-is-at-critical-inflection-point-and-expect-overall-improvement-as-the-cdmo-momentum-continues-buy-for-target-price-of-%e2%82%b9210-42-upside-icici-direct/... Piramal Pharma is a conviction pick for Target Price of ₹210 (42% upside)
- L&T Finance has consistently delivered strong growth. Target Price ₹230 (25%)L&T Finance has consistently delivered strong growth. It has invested in process automation, security & customer journeys. This, along with partnerships with e-aggregators, should lead to a stronger & more sustainable retail loan growth. TP ₹230 (25%)... L&T Finance has consistently delivered strong growth. Target Price ₹230 (25%)
Recent Posts
- Mankind Pharma is unlocking new vertical through BSV acquisition. Buy for target price of ₹2650 (24% upside): Motilal Oswal
- Zen Technologies is a niche defense play! Buy for target price of ₹1775 (31% upside): Motilal Oswal
- Ratnaveer Precision Engineering is expected to show strong earnings growth of ~55% CAGR over FY24-26E. Target price is ₹245 (33% upside): ICICI Direct
- Budget Review 2024-25 by ICICI Direct
- Pre Budget Expectations 2024-25 by HDFC Securities
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