Prof Sanjay Bakshi & Sanjoy Bhattacharyya, both eminent value investing dons, have loaded up on a small-cap stock on the basis that it has huge scalability, strong return ratios and free cash generation. However, the consistent poor results coupled with rumours of financial impropriety have sparked fear amongst novice investors that the stock may be a ‘house of cards’
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- Goldman Sachs has downgraded Cummins to sell for Target Price of ₹2900Goldman Sachs has flagged 3 concerns 1) CPCB-IV transition has made diesel gensets 15-25% more expensive &with competitors introducing more SKUs in high KVA gensets, expect incremental mkt share gains to be at expense of profitability 2) Expect BESS & other alternatives to reduce overall demand of diesel gensets in medium-to-long term 3) Weak macro […]
- Avalon stands out in the EMS landscape as the only player with a significant manufacturing presenceAvalon stands out in the EMS landscape as the only player with a significant manufacturing presence in the US. It is successfully navigating challenges with a well-defined recovery plan for its US business alongside continued growth in its domestic operations. TP ₹690 Download... Avalon stands out in the EMS landscape as the only player with […]
- JTL Industries has ascended as the fastest-growing co. Target Price ₹294 (37.5% upside)JTL Industries has ascended as the fastest-growing co propelled by robust sectoral dynamics, augmented production capacities & strong offtake. Its strategic decision to prioritize value-added product segments has proven to be effective. TP ₹294 (+37.6%) https://rakesh-jhunjhunwala.in/jtl-...y-for-target-price-of-₹294-37-6-upside-smifs/... JTL Industries has ascended as the fastest-growing co. Target Price ₹294 (37.5% upside)
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- Oil India is a strong conviction BUY. Buy for target price of ₹720 (25% upside): Motilal Oswal
- Avalon Technologies stands out in the EMS landscape as the only player with a significant manufacturing presence in the US. Buy for TP ₹690 (26% upside): Motilal Oswal
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- JTL Industries Ltd’s Capex to stimulate growth; value-addition to aid margins. Buy for target price of ₹294 (37.6% upside): SMIFS
- TRIL’s margin outperformance continues. Buy for target price of ₹980 (45% upside): Nuvama
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