Weekly Fundamental Podcast With Rini Mehta | 10th April 2023
Kotak Market Mantra por Kotak Securities
Notas del episodio
Highlights of 10th April Fundamental Weekly Podcast- Last week, markets closed with good gains. - Last Thursday, the RBI decided to keep the rate unchanged, while expectations were for a rate hike of 25 bps. - This helped cheer the sentiment in the market and Real estate, auto, and NBFC stocks closed at the highest point of the week. - FIIs bought equities worth Rs 1600 crores.- PICK OF THE WEEK – MACRO TECH DEVELOPERS TARGET - Rs 1300- The recent correction in Lodha gives an attractive entry point into one of India’s leading real estate developers, which has demonstrated (1) industry-leading sales and business development, (2) consistently superior margins and cash generation, (3) aggressive de-leveraging of the balance sheet, and (4) has access to a large land-bank. #KotakSecurities #FundamentalPodcast #BSE #NSE #Sensex #Nifty #BSEMidcap #BSESmal ...
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