Hello All,
Currently, i have 4 stock to recommend.
1. TRIDENT: A leading textile company is poised for a good growth between 15-20% CAGR in the next 3 years. Deleveraging of the balance sheet along with better capacity utilization in the yarn along with a fully integrated textile play offers a lot of value.
BUY: CMP 58.1
2. CASTROL: A market leader in engine oil marketing is currently trading at a steep discount to its historic price.
BUY CMP 172.7
3. SUPREME IND: Supreme is a fully integrated plastic play. This company enjoys better margins compared to finolex and Nilkamal and has plenty of Niche , high margin products with entry barriers.
BUY AT 1230. TGT 1550
4.GODREJ CONSUMER: Godrej consumer has given cosistently given volume growth a margin expansion.
BUY CMP 1084 TGT 1350.
Currently, i have 4 stock to recommend.
1. TRIDENT: A leading textile company is poised for a good growth between 15-20% CAGR in the next 3 years. Deleveraging of the balance sheet along with better capacity utilization in the yarn along with a fully integrated textile play offers a lot of value.
BUY: CMP 58.1
2. CASTROL: A market leader in engine oil marketing is currently trading at a steep discount to its historic price.
BUY CMP 172.7
3. SUPREME IND: Supreme is a fully integrated plastic play. This company enjoys better margins compared to finolex and Nilkamal and has plenty of Niche , high margin products with entry barriers.
BUY AT 1230. TGT 1550
4.GODREJ CONSUMER: Godrej consumer has given cosistently given volume growth a margin expansion.
BUY CMP 1084 TGT 1350.
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