Top 15 Stock Picks for Nifty Dec'24 target of 23000
Rakesh-Jhunjhunwala Stocks Talk
by Vidhi Khanna
2M ago
Top 15 Stock Picks for Nifty Dec'24 target of 23000. Past recos delivered impressive YoY return of 46% vs Nifty's 27% return. Return since inception is 264% vs Nifty's 137% return. Picks are superior quality stocks with growth potential at reasonable valuations Download research report ..read more
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Evergreen Stock Basket & Dark Horses Stock Basket
Rakesh-Jhunjhunwala Stocks Talk
by Vidhi Khanna
3M ago
Evergreen Stock Basket: Stock selection is based on: Longevity Predictability of business cycle Consistent revenue/profit compounder Valuation comfort Product relevance Market share vis-à-vis competition & Earnings growth rate going ahead (Future Prospects). Dark Horses Stock Basket: Stock selection is based on: Deep Valuation Comfort – based on future prospects Longevity Poised to compound faster revenue/profit vis-à-vis historical trend Business relevance Market share vis-à-vis... Evergreen Stock Basket & Dark Horses Stock Basket ..read more
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Key re-rating triggers are in place for Can Fin Homes
Rakesh-Jhunjhunwala Stocks Talk
by Vidhi Khanna
3M ago
Key re-rating triggers are in place for Can Fin Homes. Credit growth expected to accelerate from FY25, strong distribution channel, centralising of credit underwriting process, stable NIM & return ratios & improvement in asset quality. BUY for TP of INR900 Download report ... Key re-rating triggers are in place for Can Fin Homes ..read more
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Kenneth Andrade has revealed his latest stock picks & strategy for 2024
Rakesh-Jhunjhunwala Stocks Talk
by Arjun
3M ago
Kenneth Andrade has revealed his latest stock picks & strategy for 2024. He is very bullish about Pharma. It is the largest holding in his portfolio. He is also bullish about premium Liquor & Metal stocks as they are cheap. He is avoiding banking stocks Read report... Kenneth Andrade has revealed his latest stock picks & strategy for 2024 ..read more
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5 Top Pharma picks
Rakesh-Jhunjhunwala Stocks Talk
by Vidhi Khanna
3M ago
5 Top Pharma picks. Pharma sector is now on a recovery path due to moderating price erosion & USFDA regulatory issues. Costs are stabilizing. Domestic formulation growth is steady. BSE Healthcare index has outperformed Sensex by ~15/25% in past 6/12 months Download research report ..read more
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Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio
Rakesh-Jhunjhunwala Stocks Talk
by Arjun
3M ago
Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio which are favourites of Dolly Khanna, Ashish Kacholia, Shyam Sekhar, Durgesh Shah & other investing luminaries. The Cos have dominant businesses, quality management & other virtues Read... Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio ..read more
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MCX is making a new beginning
Rakesh-Jhunjhunwala Stocks Talk
by Vidhi Khanna
3M ago
MCX is making a new beginning. It has successfully executed a complex transition. Options volume has increased by 4x YoY & is currently >INR 1,400bn. Focus is on volume growth, improving profitability & return ratios. New products will be growth drivers Download research report ..read more
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Avoid EPACK Durable Limited IPO
Rakesh-Jhunjhunwala Stocks Talk
by Vidhi Khanna
3M ago
Avoid EPACK Durable Limited IPO. Though the Co is likely to grow on the back of strong growth in Indian RAC Market which is expected to grow at a CAGR of 15.7% during FY23-FY28 period, the valuation of FY23 PE & EV/EBITDA multiple of 65.7x & 25.6x is steep Read report ..read more
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J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries
Rakesh-Jhunjhunwala Stocks Talk
by Arjun
4M ago
J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries. Sunil Singhania’s ABAKKUS FUND, Prashant Jain’s 3P INDIA EQUITY FUND, Dolly Khanna, Porinju Veliyath, Mukul Agrawal, HDFC Mutual Fund & FII LETKO BROSSEAU hold big stakes in the Co Read Article... J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries ..read more
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Nifty Bull Call Ratio Spread Strategy for Weekly Expiry
Rakesh-Jhunjhunwala Stocks Talk
by Michael Gonsalves
4M ago
Nifty Bull Call Ratio Spread Strategy for Weekly Expiry. The sentiment is bullish but it is advisable to be cautious with heavy longs as volatility is high. Option chain shows trading range of 22,000-22,500. 22,500 CE & 22000 PE have the highest OI Download report ..read more
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