Vinayak Ketkar
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  • VRIGHT EXCHANGE posted an update in the group Research and Investment Spot

    7 months ago

    Fund Houses Recommendations

    – Automobiles & Auto Components

    Nomura on M&M: Buy, TP ₹3,736 (Positive)

    BofA on Ashok Leyland: Buy, TP ₹146 (Positive)

    Avendus on Ashok Leyland: Buy, TP ₹140 (Positive)

    MOSL on Ashok Leyland: Buy, TP ₹141 (Positive)

    Jefferies on Ashok Leyland: Buy, TP ₹120 (Neutral)

    MS on Auto Sector: 14% of GST collections…[Read more]

  • VRIGHT EXCHANGE posted an update in the group Research and Investment Spot

    7 months, 1 week ago

    Research Recommendations – August 8

    Consumer & Retail

    Titan Company (Jewellery, Watches)

    Jefferies: Buy | TP ₹3800

    Strong growth across segments, margin gain aided by 1-offs

    CLSA: Outperform | TP ₹4394

    21% YoY growth; jewellery margin (ex-bullion) at 11.5%

    Citi: Buy | TP ₹3900

    Growth in-line; cautious on margins due to competition, high go…[Read more]

  • Parth Gutka joined the group Research and Investment Spot

    7 months, 1 week ago
  • Ayesha Rana posted an update in the group Retail Investor Forum

    7 months, 2 weeks ago

    Want Rs 3 Cr By 60? Here’s The Right 12-Year SIP Strategy For A 48-Year-Old Earning Rs 4 Lakh

    Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital says to reach a target of Rs 3 crores in 12 years, you need to invest approximately Rs 1 lakh per month in equity mutual funds, assuming a 12% annual return. Starting at age 48, t…[Read more]

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  • VRIGHT EXCHANGE posted an update in the group Research and Investment Spot

    7 months, 3 weeks ago

    Stocks-in-focus and key updates with sentiment indicators (👍🏼 Positive | 🤞🏼 Neutral | 👎🏿 Negative):

    Infrastructure, EPC & Construction
    PNC Infratech: Bags ₹2,956 Cr mining services order from SECL. 👍🏼

    Omaxe Ltd: Gets ₹500 Cr investment from Oaktree for large-scale projects. 👍🏼

    HG Infra: Acquires Angul Sundargarh Transmission, enabling fur…[Read more]

  • VRIGHT EXCHANGE posted an update in the group Research and Investment Spot

    7 months, 3 weeks ago

    Brokers recommendations:

    Capital Goods / Defence
    Bharat Electronics Ltd (BEL)

    UBL: Maintain Buy, Target ₹450 ( Positive)

    JP Morgan: Maintain Overweight, Target ₹490 (Positive)

    Nomura: Maintain Buy, Target raised to ₹2,388 ( Positive)

    Pharmaceuticals & Healthcare
    Ajanta Pharma

    Jefferies: Maintain Buy, Target raised to ₹3,320 ( Positiv…[Read more]

  • VRIGHT Exchange – Daily Digest posted an update in the group Research and Investment Spot

    7 months, 3 weeks ago

    Fund House stock recommendations

    Technology & IT
    Mphasis: Morgan Stanley upgraded to Overweight, raising its target price to ₹3,500/share, citing strong deal momentum in Q1 and sustainable growth potential.

    Business Upturn Retail
    V-Mart Retail: Motilal Oswal upgraded the stock to Buy, increasing its target price to ₹1,035/share (up from pre…[Read more]

  • VRIGHT EXCHANGE posted an update in the group Research and Investment Spot

    7 months, 3 weeks ago

    Promoter Huge Buying SmallCap & MicroCap Stocks!
    1. Cosmic CRF Ltd.
    2. ABS Marine Services Ltd.
    3. Enviro Infra Ltd.
    4. Prizor Viztech Ltd.
    5. Insolation Energy Ltd.
    6. Man Infra-construction Ltd.
    7. VVIP Infratech Ltd.
    8. Mach Conferences Ltd.
    9. Kore Digital Ltd.
    10. Teerth Gopicon Ltd.

  • Ayesha Rana posted an update in the group Retail Investor Forum

    7 months, 3 weeks ago

    Investing article by Dr Vikas Gupta published by Moneycontrol.com

    For wise investing, build on Warren Buffett guru Graham’s bond playbook

    Investing in bonds and stocks can be guided by similar principles—focusing on a company’s financial strength, debt coverage and valuation to minimise risk and to generate alpha.

    Investment strategy for equit…[Read more]

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  • VRIGHT EXCHANGE posted an update in the group Research and Investment Spot

    7 months, 3 weeks ago

    Fund House Recommendations – July 24, 2025

    🔹 Tech & IT
    🟢 Positive

    Macquarie on Persistent: Outperform, TP raised to ₹7,330

    MOSL on Persistent: Outperform, TP at ₹6,800

    Jefferies on Infosys: Buy, TP raised to ₹1,860 (from ₹1,660)

    Centrum on Infosys: Buy, TP raised to ₹1,942 (from ₹1,917)

    Axis on Infosys: Add, TP raised to ₹1,720 (from…[Read more]

  • Sulakshana joined the group Research and Investment Spot

    8 months ago
  • VRight AARYANA posted an update in the group Retail Investor Forum

    8 months ago

    Stocks recommendations -July 16, 2025

    Retail & Lifestyle

    Vishal Mega Mart (MOSL – Buy, TP ₹165)
    • A unique retail play on Tier 2+ India’s rising aspirations.
    • Operates in a ₹70T+ opportunity with 73% revenues from private labels.
    • Focused on value retail across apparel (44%), GM (28%), and FMCG (28%).
    • Double-digit growth across revenue/…[Read more]

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  • VRight AARYANA posted an update in the group Retail Investor Forum

    8 months ago

    Stocks to Watch – Sentiment Overview

    Positive Sentiment Stocks

    1. Rallis India – Q1 net profit doubled year-on-year; strong growth across segments.

    2. Power Mech Projects – Secured new orders worth ₹551 crore, including power and infra contracts.

    3. RailTel Corporation – Bagged an order worth ₹264 crore from East Central Railway.

    4…[Read more]

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  • VRight AARYANA posted an update in the group Retail Investor Forum

    8 months ago

    Global & Institutional Commentary update for July 15, 2025:

    Institutional Views

    JM Financial
    • On Kalyan Jewellers: Initiates Buy, TP ₹700
    o Strong moats, unorganised market opportunity
    o Expect Revenue/EBITDA/PAT CAGR of 25%/23%/31% over FY25–28E
    • On Ventive Hospitality: Initiates Buy, TP ₹890
    o Exposure to India & Maldives tailwinds…[Read more]

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  • VRight AARYANA posted an update in the group Retail Investor Forum

    8 months ago

    Stocks in the news from the Kunvarji India Daybook

    INFRASTRUCTURE & RAILWAYS
    RVNL: Secured ₹447 Cr contract from Delhi Metro for Phase-IV construction. FY26 turnover guidance at ₹22,000 Cr. (Positive)

    Power Mech Projects: Bagged ₹551 Cr orders from SJVN Thermal & Jhabua Power. (Positive)

    RailTel Corporation: Won ₹264 Cr order from East Central…[Read more]

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  • Ayesha Aryan Rana posted an update in the group Research and Investment Spot

    8 months, 1 week ago

    Dr Vikas Gupta , CEO and Chief Investment Strategist explains…

    What is Scientific Investing? How to invest through analytics and a data-driven approach?

    View the full interview

  • Shubham Gandhi joined the group Research and Investment Spot

    8 months, 1 week ago
  • VRight AARYANA posted an update in the group Retail Investor Forum

    8 months, 1 week ago

    summary of the three New Fund Offers (NFOs) closing on July 16–18, 2025:

    1. HDFC Innovation Fund (Equity – Thematic)
    NFO Period: June 27 – July 11, 2025

    Fund Focus: Thematically invests in companies across sectors driving innovation—across products, processes, and business models

    Benchmark: Nifty 500 Total Return Index

    Risk Profile:…[Read more]

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  • Janardhan Chavan posted an update in the group Retail Investor Forum

    8 months, 3 weeks ago

    Turn Rs 2 Crore Into Rs 6.8 Crore: The Early Retirement Blueprint

    As per Mr Vivek Goel, Joint Managing Director, Tailwind Financial Services, you’ve got a Rs 2 crore head start—impressive. But the key question is.

    Can this fund support 40-50 years of retirement?
    Not yet. But here’s how soon you can retire, depending on your next steps:

    To r…[Read more]

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  • Ayesha Rana posted an update in the group Retail Investor Forum

    8 months, 4 weeks ago

    We are delighted to share some exciting news with you —

    Mr Navin Jain, Co-Founder & CEO, NeoNest Finserve has ventured into investment advisory . Along with Mr Santosh Singh and Ms Ritu Jhingran he has co-founded a next-generation wealth advisory firm committed to redefining the financial landscape in India.

    With a client-first philosophy, t…[Read more]

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