PARAG MILK FOODS LTD
Hem Securities
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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12 Dec 2024 | Parag Milk Foods |
Hem Securities
|
282.00 | 255.00 | 210.91 (33.71%) | Target met |
Buy
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11 Dec 2024 | JSW Infrastructure |
JM Financial
|
315.75 | 390.00 | 324.35 (-2.65%) | 23.52 |
Buy
|
An ‘integrated ports and logistics player’ in the making
JM Financial
JSW Infrastructure (JSWIL), India’s second largest private port player, is well positioned to capture the opportunities arising from the government of India’s (GoI) thrust on infrastructure spending and privatisation of port terminals.
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11 Dec 2024 | Cyient DLM |
Ventura
|
436.65 | 889.00 | 668.95 (-34.73%) | 103.60 |
Buy
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11 Dec 2024 | Triveni Engineering |
Sharekhan
|
349.70 | 582.00 | 477.95 (-26.83%) | 66.43 |
Buy
|
Restructuring to enhance shareholders value
Sharekhan
Triveni Engineering & Industries (TEIL) has approved a composite scheme of arrangement among Triveni Engineering & Industries (TEIL), Sir Shadi Lal Enterprises (SSEL) and Triveni Power Transmission business (PTB). Under the scheme, for every 137 equity shares of SSEL of a face value of Rs. 10 each will receive 100 equity shares of face value of Rs. 1 each of TEIL.
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11 Dec 2024 | Bajaj Finance |
Sharekhan
|
989.75 | 9500.00 | 7115.10 (-86.09%) | Target met |
Buy
|
Building a strong & sustainable franchise
Sharekhan
Bajaj Finance announced its long-range strategies (LRS-3, FY2025 to FY2029) after seeing exponential growth in LRS-1 (2008-2016) and LRS-2 (2017 to 2024). it is expected to remain a dominant NBFC expanding its share in the total credit to 3.2-3.5% by FY2029 from 2.1% in H1FY2025.
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11 Dec 2024 | Ceat |
Anand Rathi
|
3511.10 | 3800.00 | 3149.00 (11.50%) | Target met |
Buy
|
Camso’s acquisition positive over medium to long term; maintaining a Buy
Anand Rathi
Ceat’s takeover of Camso would expand its presence in the higher profitability OHT segment. Further, it would also strengthen its presence in construction equipment (CE) globally. It would also add OEMs and distributors (key for success).
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11 Dec 2024 | ICICI Bank |
Motilal Oswal
|
1365.20 | 1550.00 | 1327.50 (2.84%) | 13.54 |
Buy
|
Well poised to deliver sustainable growth and profitability!
Motilal Oswal
Loan growth remains healthy; focusing on delivering profitable growth ICICIBC has delivered a robust ~17% CAGR in loans over FY22 to FY24, driven by Retail, Business Banking and SME segments while leveraging data analytics for onboarding and credit assessment.
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11 Dec 2024 | Ceat |
Emkay
|
3511.10 | 4000.00 | 3149.00 (11.50%) | Target met |
Buy
|
Camso acquisition strengthens CEAT Off-Highway positioning
Emkay
Attended CEAT’s conference call on its recent strategic acquisition (press release) of Camso (maker of high-margin Off-Highway bias tyres and tracks for compact construction equipment) brand’s business assets from Michelin, along with 2 plants in Sri Lanka at ~1x CY23 EV/Sales, for USD225mn (similar to replacement cost; includes global Camso brand access)
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11 Dec 2024 | Bajaj Finance |
Anand Rathi
|
989.75 | 7905.00 | 7115.10 (-86.09%) | Target met |
Buy
|
Version 3.0 to enable FINAI; maintaining a Buy
Anand Rathi
Bajaj Finance completed its long-range strategy (LRS) 2025-29 meet last week and released an investor presentation. Its targets are lofty; however, with impeccable execution skills, we believe the same are achievable.
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11 Dec 2024 | Healthcare Global |
Axis Direct
|
644.00 | 575.00 | 504.45 (27.66%) | Target met |
Buy
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