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the biggest myth in the market is you need new themes to make big returns.
most big theme stocks turn into disappointment, we tend to look only at winners ex-post and forget losers in erstwhile big theme.
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Valuations that companies may command:
1. Rajesh Power- 25 PE
2. Oriana Power - 20-25 PE
3. Danish Power - 35-40 PE
4. Websolar - 35-40 PE
5. Aimtron - 40-50 PE
6. SJ Logistics - 20-25 PE
7. KCEIL - 20-25 PE
8. KPGEL - 25-30 PE
9. AVP Infra - 15-20 PE
Views Welcome.
A lot of wealth will be generated in 2 sectors in next 2-3 years:
1. Power Transmission &
2. Electronic manufacturing
Don't miss to invest in these sectors. Find some good fairly valued/ reasonably valued/ stocks and hold them for 2-3 years.
These Ten stocks set new records by closing above their historical highs.
💥BEL
💥India Glycol
💥Force Motors
💥Solar Industries
💥Godfrey Phillips
💥TD Power Systems
💥Authum Investment
💥Aster DM Healthcare
💥Mangalore Chemicals
💥Max Financial Services
15-05-2025
Discl: Note for info only.