In today’s briefing:
- 2024 High Conviction | Eicher Motors (EIM IN) | Himalayan Ambitions
- [Week 12] Namaste India 🙏 | Paytm (PAYTM IN) | Opportunity Size Outweigh Growth Concerns
2024 High Conviction | Eicher Motors (EIM IN) | Himalayan Ambitions
- Several catalysts on the horizon support the case for a re-rating of Eicher Motors (EIM IN).
- The recent launch of the 450cc platform is positioned as a significant launch pad, propelling EIM’s aspirations to establish global leadership in the middleweight segment.
- We anticipate EIM to deliver higher-than-anticipated revenue growth with the possibility of a multiple re-rating for the company.
[Week 12] Namaste India 🙏 | Paytm (PAYTM IN) | Opportunity Size Outweigh Growth Concerns
- Market sentiment remains optimistic, we anticipate the rally to continue with 20,200 on the NIFTY Index (NIFTY INDEX) as a trend check level.
- There are concerns about Paytm (PAYTM IN) growth in personal loans in the near term, but the merchant side provides a large enough opportunity.
- Other names discussed include Eicher Motors (EIM IN), Poonawalla Fincorp (POONAWAL IN), and Five Star Business Finance (FIVESTAR IN)
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