Avanti feeds (Cmp 375 Target price: 760)
Domestic market leader in shrimp feed and leading exporter of processed shrimp. Shares down on temporary margin fall on raw material price increase. Revenue and PAT Growth prospects strong for next 5 years. Trading at cheap valuations.
Maithan alloys( CMP : 460 Target price: 950)
Typical value buy at current levels. Experienced management which has grown the company operationally efficient trying to sustain and improbe operational margins. Manganese demand outlook is positive eith emphasis on electric batteries/vehicles. Stock fallen on estimate revisions, however company continues to positively surprise with great numbers. Available very cheap.
State bank of india (Cmp:300 Target price:1000)
Largest bank in india. Loss numbers in pl for last few years to now convert into profit numbers going forward in the next 2-3 yrs. At ROA of 2% over 36 lac crore balance sheet, SBI will be rerated and might command a higher valuation at around 15 lac crore market cap.
Mahindra and Mahindra (Cmp:720 Target price: 1200)
Mahindra group has been doing well in all segments:SUV,CV, NBFC space, technology space. Slowly, the consolidated profit pie is increasing being dominated by nbfc and tech space. Therefore the industry pe multiple that mahindra group will command will gradually increase instead of the current 10 pe multiple. And the stock will start soaring. Also to mention that Mahindra group is today's one of the better governed corporates with highly respected management.
Here we discuss about stocks and we should buy them or not.
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