Basant Maheshwari & Porinju Veliyath are at the opposite ends of the spectrum. While Basant swears by high-quality stocks, Porinju thrives on “chor” stocks. However, neither has been spared by the ruthless Bears. Their respective PMS Funds have suffered heavy losses
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- 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%)
- Dolly Khanna has invested in 1.63% of Emkay Global. Investment is worth ₹6.65 CrDolly Khanna has invested in 1.63% of Emkay Global. Investment is worth ₹6.65 Cr. Co is a play on broking, investment banking & wealth management. Promoters hold 75%. In FY 24, PMS+AIF AUMs increased by 38% YoY to ₹9,023 mn. Wealth AUMs increased by 42% YoY to ₹31,772 mn. ... Dolly Khanna has invested in […]
- Top Bank Stocks with a strong balance sheet and formidable retail deposit franchise To Buy NowInvestment implications: We reiterate our conviction on banks with a strong balance sheet and formidable retail deposit franchise, which are likely to continue gaining market share, with ICICIBC (BUY, TP: INR 1,325), SBIN (BUY, TP: INR 1,040), and KMB (BUY, TP: INR 2,025) being our top picks amongst large banks. https://rakesh-jhunjhunwala.in/top-...retail-deposit-franchise-to-buy-now-hdfc-sec/
Recent Posts
- Pre Budget Expectations 2024-25 by HDFC Securities
- Piramal Pharma is at critical inflection point and expect overall improvement as the CDMO momentum continues. BUY for target price of ₹210 (42% upside): ICICI Direct
- L&T Finance Earnings in line; strong retail momentum continues NIM improves ~15bp QoQ; asset quality stable. Target Price ₹230 (25% upside): Motilal Oswal
- Downgrade Defence Sector on Super Rich Valuations: Nirmal Bang
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