Top NIFTY 500 stocks that have given 5-20X returns Amazing wealth creation has happened in the last 3 years Leading sectors were: ~ Railways, Defence, Renewables, Power, Retailers, Capital Markets Many stocks have given multibagger returns across various sectors, mainly

Bajaj Housing ~ Massive Listing Indicating Price: 150 (114%) Valuation: P/B - 6.8 post listing Very expensive compared to peers Booking profits could be a good strategy at the moment Congratulations to all allottees #BajajHousingIPO #BajajHousing

Currently, Bajaj Housing is trading at a 7.5 P/B It is trading at a premium of 50-100% compared to its peers In 2021, Aptus and Aavas were trading at 7-9 P/B and we know what happened after 3 years If not price correction, we can definitely see time correction Not a reco,

Iska safaya ho gaya From 2600 to ~1400 (🔻45%) That’s what happens when you chase stocks Never chase UC

Northern Arc Capital ~ IPO Opened Today Looks like an interesting one ! Valuations also look attractive A diversified financial services platform established to meet the retail credit needs of underserved households and businesses 3 Year AUM CAGR : 29 % As of 31 March,24 it

Management Interview youtu.be/sOS99TdWLf4?fe…

LT Foods, KRBL in action today LT Foods Re rated to 25 X ;) cnbctv18.com/market/rice-st…

India Shelter ~ Bulk Deal Today Buyers - SBI Life - Goldman Sachs - ICICI Pru Sellers - Nexus On FY25 basis trading ~ 3 P/B Guidance: ~ 30-35 % AUM growth ~ 40-42 branche expansion ~ Stable NIMs ~ 40 bps credit cost #IndiaShelter

India’s wealth management industry is projected for significant growth Professionally managed financial wealth in India stands at 15%, much lower than 75% in matured markets Over FY19-24, Number of Indians earning over Rs 10 Cr grew at a 63% CAGR, reaching around 31,800

Valuation Comparison of Wealth Management vs Asset Management Cos

BHFL in UC, Euphoria is crazy Now Bajaj Housing has crossed over ₹1,50,000 Cr Mcap Entire housing sector on one side, BHFL on the other BHFL's Mcap exceeds the combined Mcap of 10 housing financiers P/B ~ 8.3 (2-5x premium over peers) In the short term, sentiments drive

India’s Semiconductor Push ~ 🔸 One of the largest consumers of semiconductor chips globally 🔸 ₹1.5 Trn in investments already attracted 🔸 Electronic manufacturing in India to grow to $500 Bn, up from $155 Bn New plants being set up: ~ Tata Electronics building a foundry in

One more Acquisition from Indo Count Acquired a majority stake of 81% in Fluvitex USA, Inc., with an exclusive option to buy the remaining 19% later. Total Cash consideration: $19.63 Mn Acquisition will enhance Indo Count's presence in the utility bedding segment in North

HDFC shareholders crying in the corner HDFC Ltd before the merger used to trade near 3 P/B Time for demerger >> It will create value What do you say?🤣

Solid listing ~ PN Gadgil Congratulations to the allottees! Can be kept for the long term, in my view Waiting for a good entry point to add; current valuations look expensive #PNGadgil #PNGJewellers

Reality Check! Resourceful Automobile ~ From 72% GMP to 36% down Make sure you read the RHP before applying for IPO's Short-term momentum chases stock; long-term fundamentals drive it #RAL