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Aug 14, 2018 · IEX would see trading volumes rise at 14.9% CAGR over FY18-20E due to (1) 5% CAGR in power demand over FY18-20E, and (2) market share of IEX rising from 3.8% (FY18E) to 4.6% (FY20E). Thus, we forecast EPS CAGR of 16.8% over FY18-20E, with IEX maintaining its ROE at 40%+ over FY19-20E.
Nov 13, 2016 · The market has seen a sharp correction post the demonetisation on the fear that the demonetisation will negatively impact some businesses in the near term. However today most analysts were claiming on TV that the demonetisation effect has been factored into the market and we will see a surge in the markets now.
SKL has sharply outperformed peers (~15pps revenue share gains over FY16-24), driven by improvement in categories like non-stick cookware, pressure cookers, and other small appliances (form ~85-90% of sales, combined); the company is also emerging as the market leader in products like induction cooktops, air fryers, and electric kettles despite being only a recent entrant here (entered electric kettles, air fryers only 3-4 years ago).
SENCO is one of the most promising players in the organized retail jewelry market. The company has a pan-India presence with a strong network in the east region (store/revenue mix of 75%/ 80%). SENCO operated a total of 165 stores across India, with 97 company-owned stores and 68 franchise stores as of Jun’24.
Oct 30, 2017 · We value AGLL on 14x FY20E EPS and arrive at a target price of INR213, implying 25% upside. We believe an additional value of 25-30% of present market capitalization could get created in the medium term from contract logistics, land monetization and entry into last mile delivery, which we are not factoring into our present target price ...
Jun 26, 2016 · Subasish Pani is amongst the handful of "high rollers" on Dalal Street who rake in gains of several crore in a year from options trading. He created a sensation a few days ago by revealing that his gain from F&O trading in the period from Aug 1, 2021 to Mar 31, 2022 aggregates a colossal Rs. 10,66,02,378.39. The gain from 1st April 2022 to 31st ...
Aadhar is a large affordable HFC (Rs211 bn of AUM in FY2024, 7% market share in the affordable segment) with a long track-record, well-diversified geographical presence and customer profile. Buy for target price of ₹550 (41% upside): Kotak Institutional Equities; HG Infra has strong balance sheet, return ratios and healthy working capital cycle.
Sep 24, 2016 · Thangamayil Jewellery is a high-conviction BUY. It is the D-Mart of Tamil Nadu's jewellery retail sector. Significant rerating is expected as the Co's ROE improves from 18% to 32% substantially surpassing that of Titan, the market leader. TP ₹2550 Download research report... Thangamayil Jewellery is a high-conviction BUY for TP ₹2550
We increase our base case NIFTY target to 26820 (26398 earlier). We expect market consolidation and recommend selective buying on dips, but quality focus needs to be key criteria. Base Case: we value NIFTY at 15-year average PE (19x) with March 26 EPS of 1411 and arrive at 12-month target of 26820 (26398 earlier). Bull Case: we value NIFTY at ...
When you study the portfolio of Prof. Mankekar, his wife Laxmi Shivanand Mankekar, his son, Kedar Mankekar and company, Om Kedar Investments, three things become apparent. One, the Prof likes to takes concentrated bets on a few stocks. Two, the Prof is not looking for “cheap” stocks. He wants stocks that are proven out-performers and he is ...
