| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 11 Dec 2024 | Fortis Healthcare |
Axis Direct
|
980.40 | 860.00 | 713.70 (37.37%) | Target met |
Buy
|
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| 11 Dec 2024 | Max Healthcare |
Axis Direct
|
1069.20 | 1315.00 | 1132.20 (-5.56%) | 22.99 |
Buy
|
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| 10 Dec 2024 | Shriram Pistons |
Emkay
|
2733.20 | 2950.00 | 2248.10 (21.58%) | 7.93 |
Buy
|
Accelerates foray into non-engine parts with TGPEL acquisition
Emkay
Shriram Pistons (SPRL) has entered an agreement for acquiring 100% shareholding in TGPEL Precision Engineering (TGPEL), a manufacturer of high precision injection molds and components, at an EV of Rs2.2bn on a debt-free, cash-free basis (expected to close by end Dec-24; press release)
|
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| 10 Dec 2024 | Metropolis Healthcare |
Emkay
|
1996.30 | 2400.00 | 2220.85 (-10.11%) | 20.22 |
Buy
|
Inorganic foray into non-core markets; scalability key monitorable
Emkay
MHL announced its acquisition of Core Diagnostics—an oncology focused diagnostics chain with majority of its revenue derived from North/East India— for Rs2.47bn, thus valuing the company at ~2.24x EV/Sales on FY24 revenue
|
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| 10 Dec 2024 | Godrej Consumer Products |
Anand Rathi
|
1149.00 | 1485.00 | 1133.85 (1.34%) | 29.24 |
Buy
|
Temporary headwinds, but long-term outlook intact; retaining a Buy
Anand Rathi
Godrej Consumer Products’ Q3 business update highlighted temporary headwinds. Flat Q3 volumes (vs. average ~7% y/y organic growth in H1 FY25 and in the last six quarters) are expected due to challenges in soaps and home insecticides (HI), which account for nearly two-thirds of domestic revenue.
|
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| 10 Dec 2024 | Hero MotoCorp |
Sharekhan
|
5550.50 | 6057.00 | 4588.30 (20.97%) | 9.13 |
Buy
|
Expanding EV portfolio
Sharekhan
Hero MotoCorp Limited (HMCL) is strategically broadening its premium product portfolio by introducing new models and variants within its established brands. This move is aimed at enhancing brand recognition and establishing powerful brands in the premium segment.
|
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| 10 Dec 2024 | Bajaj Finance |
ICICI Securities Limited
|
989.75 | 8500.00 | 6936.20 (-85.73%) | Target met |
Buy
|
Targeting 3.2-3.5% credit market share, ~25% PAT CAGR and 20-22% RoE by FY29
ICICI Securities Limited
Bajaj Finance (BAF) has unveiled its Long-Range Strategy (LRS) 2025-2029 in which it targets – a) total credit market share of 3-3.25% by FY28 and 3.2-3.5% by FY29 from 2.1% as on Sep’24, b) strong customer franchise of 130-140mn by FY28 and 190-210mn by FY29 from 92.1mn on Sep’24,
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| 10 Dec 2024 | Britannia Industries |
Geojit BNP Paribas
|
5992.50 | 5290.00 | 4787.25 (25.18%) | Target met |
Buy
|
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| 10 Dec 2024 | Apeejay Surrendra |
IDBI Capital
|
148.43 | 245.00 | 189.10 (-21.51%) | 65.06 |
Buy
|
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| 09 Dec 2024 | Godrej Consumer Products |
Sharekhan
|
1149.00 | 1355.00 | 1135.30 (1.21%) | 17.93 |
Buy
|
Weak Q3 likely; long-term growth avenues intact
Sharekhan
Godrej Consumer Products (GCPL) pointed to a weak Q3FY2025 in its pre-quarter business update affected by flat sales volumes and a margin dip in the India business. Domestic sales volumes growth would be flat (vs. average 7% volume growth in last six quarters) owing to lower soap sales and HI sales volumes (that contribute ~67% to India business).
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