H.G. Infra Engineering’s margin remains elevated; prospects remains bright. It is well-positioned to achieve 16.1% revenue CAGR over FY24-27E to be propelled by strong existing order book position & expectations of better inflows. TP ₹1914 (51.4% upside) https://rakesh-jhunjhunwala.in/h-g-infra-engineerings-margin-remains-elevated-prospects-remains-bright-buy-for-target-price-of-%e2%82%b91914-51-4-upside-smifs/
Rakesh Jhunjhunwala
@rakeshjhunjhunwalas
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Rakesh Jhunjhunwala
11 Feb, 07:10
The Adani corruption case in the USA may face a quiet burial. A new Attorney General has been appointed. Biden's allegations have been termed 'reckless' & 'misguided'. "It could complicate relations with an ally & risks harming relationship with a strategic geopolitical partner"
Rakesh Jhunjhunwala
11 Feb, 06:50
Modi & Trump are meeting from 12th - 14th Feb. The duo have good chemistry & rapport. India has already cut tariffs on American products. It is possible that Trump may make soothing statements which will boost the stock market. Info Tech, Pharma & Metals stocks have to be watched
Rakesh Jhunjhunwala
11 Feb, 05:09
Dipan Mehta is bullish about consumption stocks due to the tax relief given to middle & lower class. He bought appliances cos Blue Star, Voltas, Amber, Epack which reported good results. He is also bullish about Travel stocks like Indigo, Lemon Tree, Indian Hotels & Pharma stocks
Rakesh Jhunjhunwala
10 Feb, 13:38
PVR Inox stock is presently undervalued. Steps taken by the management such as moving towards a more capital-efficient model may re-rate the stock in the medium term. Buy for target price of ₹1860 (66% upside) https://rakesh-jhunjhunwala.in/pvr-inox-stock-is-presently-undervalued-buy-for-target-price-of-%e2%82%b91860-66-upside-icici-securities/
Rakesh Jhunjhunwala
10 Feb, 08:52
Investors in small-cap funds are facing a torrid time. All 29 schemes have lost money since Nifty's peak in Oct'24. 4 schemes gave negative IRR of 40% on SIPs since Oct. Nippon & Quant, star performers earlier, also gave (-) 39% & (-) 36% IRR. Experts advice SIPs should continue
Rakesh Jhunjhunwala
10 Feb, 06:08
Nomura has recommended buy of Anant Raj for target price of ₹750. Risk-reward ratio is skewed towards ‘reward’ post share price correction. Co is poised to successfully execute data centre & cloud targets. It is in a comfortable position with net debt & equity& strong cash flows
Rakesh Jhunjhunwala
10 Feb, 05:06
Sabeer Bhatia, the founder of Hotmail, is contemptuous of India's technological crown jewels - Aadhaar & UPI. He says Aadhaar was "built by persons who don't know technology". It could've been built for under $20 Mn instead of its cost of $1.5 Bn. "UPI is nothing more than Venmo”
Rakesh Jhunjhunwala
09 Feb, 14:18
5 Value Stocks. Emphasis was on finding value buys having regard to turnaround upcycles. Optically, the cos may appear expensive in light of lower earnings due to business slow down. Going by past cycles, basket will deliver better earnings growth in FY'26 https://rakesh-jhunjhunwala.in/5-value-pick-stocks-by-chola-securities/
Rakesh Jhunjhunwala
09 Feb, 06:33
Anant Raj, which had fallen out of favour & plunged 45% after DeepSeek's release, is now coming strongly back in favour. Motilal Oswal has recommended buy for target price of ₹1085 (75% upside). Emkay's TP is ₹975 (58% upside). Co is a unique play on Data Centers & Real Estate
Rakesh Jhunjhunwala
09 Feb, 06:01
A VP in Wipro bought Call Options of Infy for ₹78 Lakh based on insider info that Infy had won a mega contract with Vanguard. He sold the Options for gain of ₹2.6 Cr. SEBI tracked down his trade & call records, impounded gains & imposed penalty of ₹30 Lakh for insider trading
Rakesh Jhunjhunwala
09 Feb, 04:10
Atul Suri does not agree with the extreme view that small & mid-cap stocks should be avoided. The story in small & mid-caps is not over. A lot of juice is left. If markets stabilise & run up, SMIDs will also recover at that pace. They can also make a new high in next 6-12 months
Rakesh Jhunjhunwala
08 Feb, 15:36
Radico Khaitan is a high-conviction buy. Good times are here to stay. Co is likely to be significant beneficiary of UP's new excise policy for FY26 which brings in reforms. UP contributes 25% of Co's volumes. Favourable policy in Karnataka & AP. TP ₹2600 https://rakesh-jhunjhunwala.in/radico-khaitan-is-a-high-conviction-buy-with-a-target-price-of-inr-2600-hdfc-securities/#google_vignette
Rakesh Jhunjhunwala
31 Jan, 15:42
Chalet Hotels is preferred pick in hospitality. Its focus on strengthening leisure segment by foraying into NCR, Goa & Kerala bodes well for RevPAR growth. It will outperform industry growth & will have healthy operating margin improvement. TP ₹984 (+31%) https://rakesh-jhunjhunwala.in/chalet-hotels-has-been-the-preferred-pick-amongst-the-domestic-hospitality-space-buy-for-target-price-of-%e2%82%b9984-31-upside-idbi-capital/
Rakesh Jhunjhunwala
31 Jan, 13:47
ITC Hotels is on a free fall. It listed at ₹180 & is now ₹162. This is because Index Funds, which got the stock due to holding ITC, have no option but to sell the stock. Experts say this is a buying opportunity as hotel stocks trade at 30 EV/EBITDA & fair value of ITCH is ₹300
Rakesh Jhunjhunwala
31 Jan, 08:39
Experts say FIIs are aggressively bearish with long-short ratio at record low of 0.13 (8 shorts for 1 long). This is extreme oversold level which suggests high possibility of short covering. Historical data shows when FIIs long-short ratio is below 0.15, there is rally of upto 7%
Rakesh Jhunjhunwala
31 Jan, 08:09
Market is bullish after Modi's comment that the Budget "will put India on the road to Viksit Bharat 2047" & that Goddess Lakshmi will bless the middle classes. This is interpreted to mean that there will be big-bang reforms in the Budget. Also, elections in Delhi are on 5th Feb
Rakesh Jhunjhunwala
31 Jan, 03:06
7 small-cap stocks in Mukul Agrawal's portfolio have given sparkling returns in FY 24-25. These are Deepak Fert, Pearl Global, AYM Syntex, Siyaram Recycling, Sarda Energy, Neuland, BSE, LT Foods, Zota & Raghav. PF has 63 stocks worth about ₹6900 Cr & is down 3.6% since last Q
Rakesh Jhunjhunwala
30 Jan, 15:21
Impact of DeepSeek AI on IT cos & data centers. Pivot from brute capex to cost-efficient AI platforms could benefit Indian IT. There will be even greater demand for data centers as AI apps move closer to end-users through smartphones, IoT devices etc https://rakesh-jhunjhunwala.in/impact-of-deepseek-ai-on-indian-it-companies-analysis-by-motilal-oswal/
Rakesh Jhunjhunwala
30 Jan, 14:53
Many traders show on YouTube recorded versions of the trades they took during the day & explain the rationale of their strategy. These are educative & very popular. It appears this is now not permitted as SEBI says data should be 3 months old. Even chart analysis is not permitted
Rakesh Jhunjhunwala
30 Jan, 14:22
A SIP of ₹1000 per month in the Nippon India Growth Fund has blossomed into a fortune of ₹2.31 Cr in 29 years with an XIRR of 22.62%. A lumpsum of ₹1 lakh in the fund is now worth ₹3.62 Cr with CAGR of 22%. Fund holds quality mid-cap stocks like Chola, PFC, Voltas, Persistent
Rakesh Jhunjhunwala
30 Jan, 04:46
Ashish Kacholia rightly sensed that the Artificial Intelligence (AI) story is overhyped & stocks are overvalued. He sold his holding of E2E Networks in Dec. He had acquired the shares in Sept in a pref allotment at ₹1695. Globally, AI stocks are out of fashion due to DeepSeek
Rakesh Jhunjhunwala
30 Jan, 03:26
4 small-cap stocks have defied the Bearish mood in the market & rallied hard in the past one month & touched their 52-week highs. These are Benares Hotels, Blue Jet, JK Cement & Tanfac. Ashish Kacholia & Vanaja Sundar Iyer are invested in Tanfac. Vinodchandra Parekh holds Benares
Rakesh Jhunjhunwala
29 Jan, 14:00
Yatharth's stock price witnessed major correction due to action by IT which also raised concerns on corporate governance & management of funds. Gravity of issues should reduce. Confident of co sustaining healthy op performance. Buy TP ₹620 (50% upside)
Rakesh Jhunjhunwala
29 Jan, 13:42
ED, Lucknow has attached 09 immovable properties in the form of Residential/commercial land and are situated at Mathura (UP) worth Rs. 30.5 Crore (approx.) on 28/01/2025 in the name of M/s Kalpataru Group Companiesand the entities associated with the group under the provisions of the PMLA, 2002.
Rakesh Jhunjhunwala
12 Jan, 16:09
Kaynes is one of the fastest-growing EMS cos with diversified exposure to end-user industries across 7 high-growth sectors. Revenue CAGR over FY21-24 is ~62%. It is deepening presence within existing sectors. Margin profile is improving. TP ₹9100 (+31%) https://rakesh-jhunjhunwala.in/kaynes-technologies-is-embracing-change-elevating-excellence-buy-for-target-price-of-%e2%82%b99100-31-upside-motilal-oswal/
Rakesh Jhunjhunwala
12 Jan, 07:19
Investors are bullish about thematic funds even though they are riskiest. Out of ₹3.07 lakh Cr invested in equity MFs in 7 months of FY24-25, thematic funds pulled in ₹1.08 lakh crore. Large-cap funds received ₹10500 Cr. Dividend yield funds,which are safest got only ₹4500 Cr
Rakesh Jhunjhunwala
12 Jan, 07:08
Expert who had predicted the present rout in the market says the market is now in the firm grip of Bears. The prior swing low zone of 23,260-23,200 will act as crucial support. However, if this is broken, we may witness further correction in the index up to the 22,800 level
Rakesh Jhunjhunwala
11 Jan, 15:41
Page Industries is on the road to recovery; long runway for growth ahead. Its excellent track record, strong earnings growth potential (~20% EPS CAGR over FY24-FY27E) & high ROEs of over 40% are a great combination & deserve high multiple. TP ₹57500 (20%) https://rakesh-jhunjhunwala.in/page-industries-is-on-the-road-to-recovery-long-runway-for-growth-ahead-buy-for-target-price-of-%e2%82%b957500-20-upside-motilal-oswal/
Rakesh Jhunjhunwala
10 Jan, 14:05
Patel Engineering is an engineering behemoth. Order book is ₹191bn (4x TTM revenue). It is a major beneficiary of Infra capex for hydro plants. Revenue CAGR at 18% over FY20-23. YTDFY24 revenue increased by 20% YoY. Buy for Target Price of ₹76 (+54%) https://rakesh-jhunjhunwala.in/patel-engineering-is-an-engineering-behemoth/
Rakesh Jhunjhunwala
10 Jan, 07:12
Quant Mutual Fund's Sandeep Tandon and HNI investor Sumana Paruchuri have reportedly filed for settlement with Sebi in the alleged case of front-running. In June, Sebi had raided Quant's Mumbai & Paruchuri's Hyderabad premises in connection with market abuse and front running
Rakesh Jhunjhunwala
10 Jan, 06:31
L&T Chief SN Subrahmanyan, who is under fire for his senseless comment that employees should work 90 hours a week, was paid ₹51 Cr salary in FY24 (535x employees' median salary). “I regret I am not able to make you work on Sundays. What do you do sitting at home?" Boss Man asked
Rakesh Jhunjhunwala
10 Jan, 06:08
Dolly Khanna has invested ₹30 Cr in 1.07% of Stove Kraft. Ashish Kacholia, Suresh Kumar Agarwal & Vanaja Sundar Iyer hold big stakes. M-Cap is ₹2740 Cr. Promoters hold 56%. Co is market leader in kitchen appliances like Cooker etc under brand names Pigeon, Gilma, Black & Decker
Rakesh Jhunjhunwala
10 Jan, 05:46
Narayan Murthy's Catamaran & Madhu Kela are bullish about IRIS Business Service. Catamaran holds 1.51% worth ₹16 Cr while Kela holds 5.36% worth ₹55 Cr. Promoters hold 36%. M-Cap is ₹1020 Cr. RoCE is 24%. Sales growth is 43%. Profit growth is 125%. Co is a play on digitisation
Rakesh Jhunjhunwala
09 Jan, 12:03
DAM Capital has recommended 14 stocks which are likely to double in the next three years. The stocks are well known & have a huge margin of safety. They have more than 27% earnings CAGR for the next three years. Their PE will not derate or rerate too much https://www.youtube.com/watch?v=iKtunPwh3OM
Rakesh Jhunjhunwala
08 Jan, 13:27
Top 9 Stock Picks with up to 41% upside. Earnings growth expectations are muted with ongoing challenges such as slowing macroeconomic environment, weak earnings cycle, limited room for further valuation expansion & possibility of continued selling by FPIs https://rakesh-jhunjhunwala.in/top-9-stock-picks-with-up-to-41-upside-by-idbi-capital/#google_vignette
Rakesh Jhunjhunwala
08 Jan, 07:56
AMFI has proposed a rollback of capital gains tax to earlier rates & a total exemption if the holding period is more than 3 years. It is possible some or all of these proposals may be accepted as a tactical move to defuse the hostile mood of the tax-paying public against the Govt
Rakesh Jhunjhunwala
08 Jan, 03:02
Quant MF says they have deployed almost all cash to buy the correction. Sentiments are negative. Many stocks are trading in neglected/ hated territories. Timing is right to become more constructive on the markets and build positions. Healthy pullback rally in on cards for January
Rakesh Jhunjhunwala
07 Jan, 11:22
Latent View is a Proxy play on Data Analytics growth. It has 30+ Fortune 500 clients like Adobe, Uber. Industry tailwinds position well for sustained revenue growth. Analytics market is valued at $9.24Bn & is expected to grow at 32.1% CAGR. TP ₹610 (+26%) https://rakesh-jhunjhunwala.in/latent-view-analytics-is-a-proxy-play-on-data-analytics-growth-buy-for-target-price-of-%e2%82%b9610-26-upside-icici-direct/
Rakesh Jhunjhunwala
07 Jan, 06:43
Vikas Khemani says “Real money is made when you move beyond narratives". He has debunked the narrative that there is a slowdown in consumption. "For the first time in five years, we’ve bought consumption stocks”. He is also bullish about Tier-2 IT Cos https://www.youtube.com/watch?v=JMCCF2l6xRM
Rakesh Jhunjhunwala
06 Jan, 13:56
List of 14 Quality Cos with dividend yield of 3% & more. Selection criteria is Market cap more than ₹500 Cr, Dividend yield more than 3%, Co is profit making for past 3 years, Five year average ROE is more than 9, consistent dividend paying track record https://rakesh-jhunjhunwala.in/quality-dividend-yield-report-by-idbi-capital/
Rakesh Jhunjhunwala
05 Jan, 04:59
DCX Systems is benefitting from “Make in India” initiative. Defence order below ₹2000 Cr must have Indian Co as prime contractor with 40-50% domestic source. Order book exceeds ₹3000 Cr. Major customers L&T, Lockheed Martin. Cash ₹980 Cr. TP ₹535 (49%) https://rakesh-jhunjhunwala.in/dcx-systems-is-benefitting-from-the-governments-shift-towards-the-make-in-india-initiative-buy-for-target-price-of-%e2%82%b9535-49-upside-pl/#google_vignette
Rakesh Jhunjhunwala
04 Jan, 14:24
OBSC PERFECTION has potential for exponential revenue & PAT growth. Machining industry is poised for growth as European suppliers boost outsourcing to India. Revenue/EBITDA is set to grow by ~3x/~4x by FY28 (a CAGR of 36%/50% over FY25–28). TP ₹360 (+53%) https://rakesh-jhunjhunwala.in/obsc-perfection-has-potential-for-exponential-revenue-and-pat-growth-buy-for-target-price-of-%e2%82%b9360-53-upside-nuvama/
Rakesh Jhunjhunwala
03 Jan, 13:11
Dolly Khanna has invested in 1.16% of Indian Metals & Ferro Alloys worth ₹56 Cr. M-Cap is ₹4900 Cr. Promoters hold 59%. Mukul Agrawal holds 1.11% worth ₹55 Cr. India's per capita consumption of steel is only 2.8 kg vs world average of 6 kg. So, there is good growth opportunity
Rakesh Jhunjhunwala
03 Jan, 06:42
Experts are bearish about Bajaj Housing Finance & have recommended Sell for TP ₹100 (-20%). Though AUM has grown at CAGR of 24% between FY 2024-2027 & asset quality is clean, intense competition & low spreads in prime housing space have kept RoE low. Risk-reward is unfavourable
Rakesh Jhunjhunwala
03 Jan, 03:26
Ravi Dharamshi says it is foolhardy to not invest in solar energy stocks thinking these are only driven through Govts protection. Protection is strategic & will never go away as it is necessary to break our dependence on Oil. Solar also drives investment into manufacturing assets
Rakesh Jhunjhunwala
02 Jan, 14:26
IPO: Sri Lotus Developers has raised ₹407 Cr in private placement from Ashish Kacholia, Amitabh Bachchan, Shah Rukh Khan, Ajay Devgn, Hrithik Roshan etc. Kacholia invested ₹50 Cr. Others ₹10 Cr. Shares allotted at ₹150. Co is an ultra luxury developer. IPO size is ₹792 Cr
Rakesh Jhunjhunwala
02 Jan, 14:07
List of 50 stocks offering high Dividend Yield from 3.2% to 8.8%. Yield is computed based on the closing price of 1st January 2025. Only Cos that have consistently paid dividend in the last 3 years – i.e FY24/CY23, FY23/CY22 and FY22/CY21 are considered https://rakesh-jhunjhunwala.in/dividend-yield-monitor-2nd-january-2025-by-sbi-securities/
Rakesh Jhunjhunwala
02 Jan, 06:27
PL has listed the important events in January that will create news and impact the markets
Rakesh Jhunjhunwala
02 Jan, 03:06
Anil Singhvi says Manappuram is a buy for 100% upside (TP ₹375). Valuation of 1x FY26 BV is attractive. RBI's ban on Asirvad Micro Finance may be lifted soon. Re-rating is expected as promoters want to offload stake to strategic investors including big PE investors such as Bain
Rakesh Jhunjhunwala
01 Jan, 13:52
16 Top Picks of January 2025 with up to 41% upside potential. The Top Picks Basket has delivered excellent returns of 25.4% in the last one year against 8.8% returns posted by Nifty 50 over the same period, beating the benchmark by a wide margin of 16.6% https://rakesh-jhunjhunwala.in/16-top-picks-for-january-2025-with-up-to-41-upside-by-axis-securities/
Rakesh Jhunjhunwala
01 Jan, 09:11
Motilal Oswal MF is the top performer of 2024 with 4 of its funds giving returns from 45% to 57%. The Midcap Fund, topper in 2024 with 57.47% return also gave positive returns in the last 3 years. In 2021, the scheme gave 55.83% return followed by 10.71% in 2022 & 41.68% in 2023
Rakesh Jhunjhunwala
01 Jan, 07:08
Dhan has alerted that all derivative contracts of ITC will expire on 3rd Jan 2025 due to the demerger and undergo physical settlement. Those holding Calls or Puts or Futures of ITC may take appropriate action.
Rakesh Jhunjhunwala
01 Jan, 06:19
Mirae NYSE FANG+ ETF has given the highest return of 88% in 2024. Monthly SIP of ₹10000 made on 1st Jan is worth ₹1.82 lakh (XIRR of 111.50%). Gains are due to investments in global tech giants like Nvidea, Tesla & rupee depreciation. Mirae S&P 500 Top 50 ETF gave 66.47% return
Rakesh Jhunjhunwala
31 Dec, 07:44
Expert says Defense stocks will sparkle as the allocation for spending in the Budget may increase by 7-8%. Pvt sector stocks are likely to do better than their PSU peers. Top picks are Solar Ind, Azad Engg, PTC Ind, Astra Micro & Zen Tech. Solar has recd an ammo order for ₹20Bn
Rakesh Jhunjhunwala
31 Dec, 03:26
ITC Demerger: ITC Hotels has a long runway to capture growth opportunities in tourism. RoCE is ~20%. It has a net cash surplus with negligible debt on books. It is expected to list in the range of ₹113 to ₹170. ITC's medium term fair value is ₹525-₹550 https://rakesh-jhunjhunwala.in/special-situation-report-demerger-itc-hotels-ltd-by-sbi-capitals/
Rakesh Jhunjhunwala
30 Dec, 15:11
8 stock picks for CY25 with up to 26% upside potential based on key big themes such as (i) capex & infrastructure development; (ii) premiumisation & Electrification; (iii) financialization & (iv) Indian CRDMO players gearing up for global opportunities https://rakesh-jhunjhunwala.in/8-stock-picks-for-2025-nifty-expected-to-cross-28000-level-by-icici-securities/
Rakesh Jhunjhunwala
29 Dec, 12:59
Lumax Auto is vrooming ahead. It has high share of business with leading PV & 2W OEMs such as M&M, Maruti, Tata Motors, Bajaj Auto & HMSI which are likely to outperform industry over FY24-26E period. EBITDA margins expected to remain at 13%. TP ₹857 (37%) https://rakesh-jhunjhunwala.in/lumax-auto-technologies-is-vrooming-ahead-buy-for-target-price-of-%e2%82%b9857-36-9-upside-smifs/
Rakesh Jhunjhunwala
28 Dec, 04:36
2025 Picks: 9 Quality Stocks with up to 31% upside potential. Last Year recommendations delivered astounding Return of 35.8% vs Nifty's Return of 10.8%. Target was achieved for 6 calls out of 9 calls. Status of 2024 picks is open from long-term perspective https://rakesh-jhunjhunwala.in/new-year-picks-2025-9-quality-stocks-with-up-to-31-upside-potential-by-axis-securities/
Rakesh Jhunjhunwala
27 Dec, 05:02
Raymond Lifestyle has multiple growth drivers. It boasts legacy of established brands such as Park Avenue. However brands remain under-penetrated due to sluggish execution in past. Renewed focus on growth could lead to valuation re-rating. TP ₹3000 (+49%) https://rakesh-jhunjhunwala.in/raymond-lifestyle-has-multiple-growth-drivers-in-place-buy-for-target-price-of-%e2%82%b93000-49-upside-motilal-oswal/
Rakesh Jhunjhunwala
27 Dec, 03:50
Average daily turnover for derivatives has plunged 37% from ₹442Tn in Nov to ₹280Tn in Dec. Further reduction is expected due to higher contract sizes w.e.f. January 1. SEBI says more steps may be taken to curb aggressive speculation during expiry days in index derivatives
Rakesh Jhunjhunwala
26 Dec, 17:48
Sunil Singhania's Abakkus has bought 10.69L shares of Aarti Pharma at ₹575 for ₹61.5 Cr. M-Cap is ₹5800 Cr. Promoters hold 46%. Co operates in 3 areas i.e. Xanthine derivatives, API & CDMO/CMO. It is largest Indian manufacturer of Xanthines & has Global market share of 15-20%
Rakesh Jhunjhunwala
26 Dec, 15:24
PNB Housing is undergoing a transformation to morph into a franchise that will be stronger, more resilient & with high predictability in earnings trajectory. Risk-reward profile is favorable for a long-term investor. Buy for TP of ₹1160 (38% upside) https://rakesh-jhunjhunwala.in/pnb-housing-is-a-strengthening-franchise-where-the-risk-reward-profile-is-favorable-for-a-long-term-investor-buy-for-target-price-of-%e2%82%b91160-38-upside-motilal-oswal/
Rakesh Jhunjhunwala
25 Dec, 15:36
Piramal Pharma is seeing strong momentum in CDMO. Postponement of the Biosecure Act is unlikely to cause growth related issues as China rebalancing drive by global innovators likely to continue. Other growth levers are intact. Buy for TP ₹320 (27% upside) https://rakesh-jhunjhunwala.in/piramal-pharma-is-seeing-strong-momentum-in-cdmo-buy-for-target-price-f-%e2%82%b9320-27-upside-icici-direct/
Rakesh Jhunjhunwala
24 Dec, 18:39
Invasset PMS is ultra bearish & sitting on 100% cash. Portfolio was sold at Nifty's peak of 24800. Nifty expected to correct by 8-10% from current levels. Midcap & smallcap stocks could see a deeper correction of 15-20%. Market may bottom out after Budget https://www.youtube.com/watch?v=3lCEGqUSd_g
Rakesh Jhunjhunwala
24 Dec, 14:39
ET's screener shows stocks which have undergone the "golden crossover" in the recent past. Godfrey Philips, PayTM, Anant Raj, BSE, Kaynes, Piramal etc have given multibagger gains after the crossover. Trendlyne shows stocks which are now undergoing the crossover & have potential
Rakesh Jhunjhunwala
24 Dec, 14:14
Expert says the "Golden Crossover" strategy, where the 50 DMA crosses above the 200 DMA, signals that a Bullish trend is underway. It yields multibagger returns. Top investors & traders use this. There are scanners which reveal when crossover is happening https://www.youtube.com/watch?v=0g1cvsNgmqA
Rakesh Jhunjhunwala
24 Dec, 12:38
Hiren Ved has no Bank stocks in his portfolio because Banks are unable to get cheap deposits & lend profitably. People are investing in SIPs instead of FDs. So Capital Market stocks are better than Bank stocks. HDFC AMC is a better investment than HDFC Bank https://youtu.be/O4SA4czZqY0?si=eM84JathyPQfFJLy&t=469
Rakesh Jhunjhunwala
01 Dec, 06:25
Expert says market will be bullish in Dec. Buy Dips. Nifty target 25k. 30-year data shows market has risen 73% time in Dec with 3% avg return. 6 weeks correction in Bank Nifty got retraced in just 2 weeks which shows structural strength. US Dollar Index has fallen from 108 to 106
Rakesh Jhunjhunwala
01 Dec, 05:58
ITC is likely to perk up due to the demerger of ITC Hotels. It has ambitious plans for the hotels business. It owns 140 hotels with 13k keys & plans 200+ with 18k keys. Hotels business recorded 15% YoY jump in July-Sept quarter to ₹3103 Cr & 25% rise in EBITDA to ₹1066 Cr. Dividend yield 3%
Rakesh Jhunjhunwala
30 Nov, 10:31
Madhu Kela says the alco-bev market could be the next big billion-dollar opportunity. The market is projected to grow from ₹1.7 Lakh Cr in FY15 to ₹5 Lakh Cr by FY28. China's biggest Co has $12.5 Bn profit while the combined profitability of Indian alco-bev cos is mere $0.5 Bn
Rakesh Jhunjhunwala
30 Nov, 06:47
Madhu Kela, GQG Partners & Abhay Agarwal are bullish about Adani & have bought heavily in the wake of the US Govt's bribery allegation. "I am a big believer in Gautam Adani and his group's capabilities. I am invested in stocks of the group and have bought more in the correction"
Rakesh Jhunjhunwala
29 Nov, 16:00
DCB Bank is set to reclaim its great growth legacy. The Banking sector is in the midst of a perfect storm. However, DCB is well-positioned to bravely surmount the challenges & serve as a ‘beacon’ of growth & continue its legacy of doubling the loan book in 3-4 years. TP ₹169 (39%) https://rakesh-jhunjhunwala.in/dcb-bank-is-set-to-reclaim-its-great-growth-legacy-buy-for-target-price-of-%e2%82%b9169-39-upside-smifs/
Rakesh Jhunjhunwala
28 Nov, 13:54
Bharat’s Swarna Kaal: Analysis of Emerging Stock Ideas like Aimtron Electronics, AWFIS, Balu Forge, Can Fin Homes, Concord Control, Jana Small Finance Bank, Karnataka Bank, Knowledge Marine, Krystal Integrated, Megatherm Induction, Repco Home Finance etc https://rakesh-jhunjhunwala.in/bharats-swarna-kaal-analysis-of-emerging-stock-ideas-by-nuvama/
Rakesh Jhunjhunwala
27 Nov, 14:35
L&T Finance's Project Cyclops, the AI-driven multi-dimensional underwriting engine, will hog the limelight. This next gen underwriting engine is aimed at higher approval rates & delivering higher RoA by way of operating leverage & rationalising credit cost. TP ₹200 (42%) https://rakesh-jhunjhunwala.in/lt-finances-project-cyclops-the-ai-driven-multi-dimensional-underwriting-engine-will-hog-the-limelight-buy-for-target-price-of-%e2%82%b9200-42-upside/
Rakesh Jhunjhunwala
26 Nov, 14:00
Equity Investment Strategy: Market Shifting Gears; Time to Build Long-Term Portfolio. Top Conviction Ideas from BFSI, Infra, Cement, Pharma & Hospitals, FMCG, Retail, Chemicals & Mid-caps, Metals & Mining, Power & Transmission, Automobiles, IT & Telecom https://rakesh-jhunjhunwala.in/equity-investment-strategy-post-maharashtra-assembly-election-2024-by-axis-securities/
Rakesh Jhunjhunwala
25 Nov, 14:09
HPL is strongly positioned to witness healthy growth led by robust opportunity arising in smart meters segment. Order book stands strong at ₹3500+ Cr (3.6x meters' revenue). Large part of 22.24 crore meters is yet to be awarded by the Govt. TP ₹660 (36%) https://rakesh-jhunjhunwala.in/hpl-electric-power-is-strongly-positioned-to-witness-healthy-growth-led-by-robust-opportunity-arising-in-smart-meters-segment-buy-for-target-price-of-%e2%82%b9660-36-upside-icici-direct/
Rakesh Jhunjhunwala
25 Nov, 07:17
Rahul Sharma, who had predicted the present rally of 1,000 points, says it is led by short-covering as the market was oversold & there was a big event. The Bearish sentiment has not reversed. It is an ideal opportunity for investors stuck in longs to exit https://twitter.com/CNBC_Awaaz/status/1860912061729137126
Rakesh Jhunjhunwala
24 Nov, 12:25
ROHL will immensely benefit from current upcycle. It is going through investment phase & taking steps in right direction by refurbishing existing inventory, shifting focus to value & hiring right talent. Valuation gap with peers narrowing. TP ₹431 (+37%) https://rakesh-jhunjhunwala.in/royal-orchid-hotels-valuation-gap-with-peers-narrowing-as-the-restructuring-plays-out-buy-for-target-price-of-%e2%82%b9431-37-upside-nuvama/
Rakesh Jhunjhunwala
23 Nov, 13:07
PSP Projects has focused on its core competency, profitable growth & value creation. Its strategic alliance with Adani to unlock large opportunities. Out of current orderbook of ₹65bn, ₹5bn is from Adani. ₹35-40bn order inflows expected. TP 792 (+30%) https://rakesh-jhunjhunwala.in/psp-projects-strategic-alliance-with-adani-long-term-positive-buy-for-target-price-of-%e2%82%b9792-30-upside-elara-capital/
Rakesh Jhunjhunwala
22 Nov, 14:35
SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization. The Co trades at 8.5x FY25E EV/EBITDA (based on FY25E pre-sales), which is at a 15-30% discount to its comparable peers (PEPL, GPL, MLDL & Sunteck). TP ₹2213 (+44%) https://rakesh-jhunjhunwala.in/sobhas-landbank-rationalization-pipeline-provides-healthy-visibility-buy-for-target-price-of-%e2%82%b92213-44-upside-motilal-oswal/
Rakesh Jhunjhunwala
22 Nov, 03:33
Bernstein says the sharp fall in the share prices of REC & PFC due to exposure to Adani Green Energy is an "enhanced buying opportunity". REC is down 25% from peak. PFC is down 22% from peak. REC has a TP of ₹653 (33% upside) while PFC has a TP of ₹620 (37% upside).
Rakesh Jhunjhunwala
21 Nov, 12:50
Rahul Sharma of JM says the Nifty is poised for a fierce bounce of 800-1000 points as it has reached the fibonacci support level of 23200. Stocks are at bargain levels. SBI, NALCO, Indian Hotels, Dixon, Suzlon are strong stocks with favourable Risk-Reward https://www.youtube.com/watch?v=4kN2uTrZcxI
Rakesh Jhunjhunwala
29 Oct, 03:34
Warree says there is huge demand for green energy which will also need a huge supply chain. India's requirement is not met & globally people are looking for India as a second supply chain. Tatas & Adanis are entering the field but there will not be a glut even after 3 to 5 years
Rakesh Jhunjhunwala
28 Oct, 18:50
Hiren Ved says Capital Market stocks are better than Bank stocks like HDFC, Kotak. They have operating leverage & no Balance Sheet issues & will compound better. Some capital Market stocks are Angel, BSE, CDSL, MOFSL, Nippon AMC, HDFC AMC, Nuvama, IIFL etc https://youtu.be/zAEuATR4t6w?si=BZMHmYC80kez2Jm2
Rakesh Jhunjhunwala
28 Oct, 18:21
Rahul Sharma of JMFICS says the Nifty has bottomed out & the worst is behind us. It is time to buy for targets of 25,500/26,000 in the next 2-3 months. He has also recommended 10 quality stocks for 18% to 37% upside potential https://rakesh-jhunjhunwala.in/buy-the-fear-as-the-market-has-reached-value-zone-10-stocks-recommended-for-up-to-37-upside-potential-by-rahul-sharma-of-jmfics/
Rakesh Jhunjhunwala
28 Oct, 18:10
Ravi Dharamshi is "very very bullish on the energy trend" & calls Waaree Energy a leader. "The opportunity is still unfolding & it is at an early stage. I believe in the entrepreneur & his vision and his ability to navigate changes in the industry. So I'm going to stay invested"
Rakesh Jhunjhunwala
28 Oct, 13:36
Archean is on the right track to expand into critical, value-added products. Expansion into bromine derivatives & strategic investments into semiconductor & energy storage system highlight Co's intent to move deeper into the value chain. TP ₹943 (+58%) https://rakesh-jhunjhunwala.in/archean-chemical-industries-ltd-has-twin-tailwind-from-dual-expansion-buy-for-target-price-of-%e2%82%b9943-58-upside-kr-choksey/
Rakesh Jhunjhunwala
27 Oct, 14:05
Manish Chokhani says PSU Bank stocks are so cheap they cannot fall & if they do, we should buy truckloads. SBI is at 8x PE while other top PSBs like BOB, PNB, Canara, UBI are at 4-6x PE. They are making 15% ROE & paying nice dividends. Financials is a fantastic place to invest in
Rakesh Jhunjhunwala
27 Oct, 11:13
However, as small cap schemes invest in very small cos, they are extremely risky. The small cap segment is extremely volatile in the short term. Small cap schemes are recommended only to aggressive investors with high-risk appetite & long investment horizon of around 7 to 10 yrs
Rakesh Jhunjhunwala
27 Oct, 11:08
Bandhan Small Cap Fund has given 60.36% return since last Diwali vs the Index's return of 38%. Its top holdings are quality stocks like PCBL, Chola Finance, LT Foods, Sobha. Small-Cap Funds have potential to offer very high returns over a long period & generate significant wealth
Rakesh Jhunjhunwala
27 Oct, 10:18
Investors should be mindful of what they are paying for the stock. If they are paying an exorbitant price, they are unlikely to make much money from the stock. They should be look for stocks which are available at deeply discounted prices & which can give asymmetrical returns
Rakesh Jhunjhunwala
27 Oct, 10:05
Manish Chokhani says that though Zomato is a great company, it is overpriced at the market cap of ₹2.24 Lakh Cr & P/E of 135x. It may not give returns for the next 10 years. Infosys, Wipro & HUL are examples of great Cos which gave no returns for years https://youtu.be/VY2ZkHOSpQw?si=dMGqwaON_80XN0UM
Rakesh Jhunjhunwala
27 Oct, 09:44
Manish Chokhani says there is tremendous amount of money to be made from the power sector (solar etc). Investors who neglect it will do themselves a disservice. Smart money like Tata Power, Adani, Reliance, Jindal are betting on it & doing a fantastic job https://youtu.be/ZetC2y5nDqQ?si=J1T71zVo0ALqZpfS&t=1354
Rakesh Jhunjhunwala
27 Oct, 06:06
Expert says that instead of buying good quality blue-chip stocks outright, it is better to sell Cash Secured Puts on those stocks. If the stock is assigned, we sell Covered Calls against it. This virtuous cycle gives us consistent monthly income & is safe https://youtu.be/tVQY5bSDodk?si=0aHGIeMxK1ATiNYy
Rakesh Jhunjhunwala
27 Oct, 04:32
Rahul Gandhi is thinking of a game plan to attack Modi about the stock market crash. He had done this during the elections which had prompted Modi & Amit Shah to make encouraging statements which revived the market. It is possible a similar situation may unfold now
Rakesh Jhunjhunwala
26 Oct, 11:32
Nirmala Sitharaman is frustrated at the slowing of FDI investments into India. "Where are the investors? What's holding them back?" In 2008 (Congress), it was at peak of 3.6% of GDP & was 2.4% in 2020 & is now only 0.8%. Some experts say high tax rates are the deterrent for FIIs
Rakesh Jhunjhunwala
26 Oct, 09:25
Ace Investors are making a beeline for Shapoorji Pallonji's Afcons IPO as anchor investors. ₹2,896 Cr has been raised for a 18.36% stake at ₹463 each. Madhu Kela's Chartered Finance & Cohesion MK Best Ideas invested ₹70 Cr. Alchemy Capital's Lashit Sanghvi has invested ₹30 Cr
Rakesh Jhunjhunwala
23 Oct, 14:29
CLSA's Expert on Technical Analysis says the Nifty is poised for a nerve-wracking plunge of 1,000 points in the next 20 sessions i.e. by November. The Nifty is presently at 24,435 (down 7% from ATH of 26,277) & its target is the 200 DMA level of 23,300 https://www.youtube.com/watch?v=dVilKKcgB-o&t=1s
Rakesh Jhunjhunwala
23 Oct, 13:56
Last Diwali's recos gave return of 38.5% vs Nifty's 28%. Target Achieved in 7 out of 9. This year, 9 Long Term Stock Ideas with up to 38% upside potential are recommended. All Cos are in leadership position with high growth potential & reasonable valuation https://rakesh-jhunjhunwala.in/9-long-term-stock-ideas-with-up-to-38-upside-potential-by-axis-securities/
Rakesh Jhunjhunwala
23 Oct, 04:39
Rakesh Jhunjhunwala
22 Oct, 17:28
Rakesh Jhunjhunwala
22 Oct, 15:07
Rakesh Jhunjhunwala
22 Oct, 11:45
Last year's Diwali picks delivered astonishing returns with a 100% strike rate. All 10 recos achieved their target prices & delivered average 27.2% return with average holding period of 120 days. For Diwali 2024, 12 stocks with up to 26.7% upside are recommended https://rakesh-jhunjhunwala.in/12-stocks-to-brighten-up-your-investment-portfolio-with-these-diwali-picks-2024-by-sbi-securities/
Rakesh Jhunjhunwala
22 Oct, 03:21
PL Capital has recommended 8 Diwali C R A C K E R S stocks based on Technical Analysis of support levels, OI & 200 DMA. RELIANCE is said to have very strong & favourable risk reward setup, with very limited downside & large upside potential. SUNTV is hinting on turnaround story
Rakesh Jhunjhunwala
22 Oct, 02:06
Rakesh Jhunjhunwala
21 Oct, 13:40
RBL Bank posted a miss in earnings. The Bank is focused on building its high yielding secured retail/SME book for better RaRoC. The Bank expects the asset quality pain to ease over the next 6M. Current valuations are inexpensive at 0.7x BV. TP ₹325 (+58%) https://rakesh-jhunjhunwala.in/rbl-bank-remains-focused-on-building-its-high-yielding-secured-retail-sme-book-for-better-raroc-buy-for-target-price-of-%e2%82%b9325-58-upside-emkay/
Rakesh Jhunjhunwala
21 Oct, 09:36
Milind Karmakar says he sold Titan after 20 years of holding because it will be unable to compete with lab grown diamonds which cost a fraction of natural diamonds. "Diamonds will become a commodity. When people of lower strata start wearing diamonds, it will lose its snob value" https://x.com/ETNOWlive/status/1848244708868493526
Rakesh Jhunjhunwala
21 Oct, 08:33
Rakesh Jhunjhunwala
21 Oct, 06:46
Rajiv Bajaj is confident about Bajaj Auto's fair value of ₹20,000 & bought the stock when it dipped. "I am certain I am going to buy .. It corrected 20% based on temporary understanding of evolving situation & presents a nice upside in the weeks to come" https://www.cnbctv18.com/market/stocks/bajaj-auto-share-price-rajiv-bajaj-sticks-to-long-term-target-price-of-20000-19496071.htm
Rakesh Jhunjhunwala
20 Oct, 11:45
Genus Power is spearheading the Smart Meter play with 27% market share. There is a huge opportunity in Smart Metering. Order Book is ₹32,500 Cr. GIC Platform is a game changer. Revenue & EBITDA to jump up significantly. Robust balance sheet. Net Debt-free https://rakesh-jhunjhunwala.in/genus-power-is-spearheading-the-smart-meter-play-buy-for-target-price-of-%e2%82%b9505-20-upside-axis-securities/
Rakesh Jhunjhunwala
20 Oct, 03:52
Ramesh Damani appears to have sold the whole or part of his holding of 12,51,156 shares (1%) in Garden Reach Shipbuilders, a PSU. Investment was worth ₹220 Cr at CMP. He had warned that some PSU stocks are overvalued. The stock has given a return of 900% in 5 years and 130% YoY
Rakesh Jhunjhunwala
20 Oct, 03:29
Rakesh Jhunjhunwala
19 Oct, 11:56
Rakesh Jhunjhunwala
19 Oct, 09:08
IPO: Waaree Energies is India's largest solar PV manufacturer. Nation's ambitious goal presents a robust demand outlook for Waaree. Co faces competition from listed peers Websol Energy & Premier Energies. IPO offers a concept-driven investment opportunity https://rakesh-jhunjhunwala.in/ipo-waaree-energies-offers-a-concept-driven-investment-opportunity-and-we-anticipate-potential-traction-and-listing-gains-chola-securities/
Rakesh Jhunjhunwala
18 Oct, 12:42
Time Technoplast is a leader in industrial packaging & composite cylinders with a marquee global clientele. VAP is a high growth (20-30% CAGR), high margin (18%+) business. LPG & CNG cylinders have huge potential. There are many levers for margin expansion, RoCE & cash flow. TP ₹615 https://rakesh-jhunjhunwala.in/time-technoplast-is-a-leader-in-india-and-among-the-top-3-players-globally-in-industrial-packaging-buy-for-target-price-of-%e2%82%b9615-56-upside-systematix/
Rakesh Jhunjhunwala
18 Oct, 02:46
Rahul Sharma, Technical Analyst at JM, says the Nifty has formed the dreaded "Head & Shoulders" pattern which implies that market is weak & at risk of downward trend for levels of 24200/ 24000. Rohit Srivastava has expressed a similar view. So it is prudent for us to be cautious
Rakesh Jhunjhunwala
18 Oct, 02:39
Rakesh Jhunjhunwala
18 Oct, 02:09
Rohit Srivastava says the Nifty has broken crucial support of 24,900 & is at risk of going into a tailspin, perhaps even all the way down to 24000. FIIs have already sold aggressively ₹74,732 Cr in the present month & are continuing. Corporate Quarterly results are not enthusing
Rakesh Jhunjhunwala
17 Oct, 12:19
IPO: Waaree Energies is the largest manufacturer & exporter of solar PV modules in India. It is well positioned to capture the growing demand for solar energy products through its extensive experience, coupled with deep market penetration. Subscribe to IPO https://rakesh-jhunjhunwala.in/waaree-energies-ltd-is-the-largest-manufacturer-and-exporter-of-solar-pv-modules-in-india-subscribe-to-the-ipo-sbi-securities/
Rakesh Jhunjhunwala
17 Oct, 07:10
Investors who joined the PSU party late are now nursing wounds as many PSU stocks have fallen from their 52-week high levels. Extremely-bullish retail investors were willing to play the PSU game at any price point & valuation metrics had gone for a toss https://m.economictimes.com/markets/stocks/news/psu-stocks-crash-up-to-47-from-peak-is-the-reign-of-rail-defence-over/articleshow/114301196.cms
Rakesh Jhunjhunwala
17 Oct, 05:16
Rakesh Jhunjhunwala
16 Oct, 13:12
Rakesh Jhunjhunwala
16 Oct, 12:41
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