Saurabh Mukherjea’s Marcellus PMS Fund has added Vijaya Diagnostic to the Little Champs portfolio

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Oct 2, 2022, 2:54:36 AM10/2/22
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Saurabh Mukherjea’s Marcellus PMS Fund has added Vijaya Diagnostic to the Little Champs portfolio. Vijaya is in a ‘virtuous loop’ & has two key competitive advantages over rivals. It has an integrated business model of radiology and pathology & an extensive network. It has cutting edge technology & high-quality radiologists which are driving further volumes


Tech stocks are presently down 26% YoY and are in the doldrums owing to recession fears. However, recession is actually a boon for the IT sector because it forces cost-cutting & outsourcing, Hiren Ved says. He has advised that we buy small & specialized software companies


A nano-cap named Sampre Nutrition is making waves in Dalal Street owing to its multibagger trajectory of 600% gain YOY. The company has prestigious clientele such as P&G, CIPLA, Nestle, Ranbaxy, Mondelez, Patanjali, Dabur etc. A FII is also buying the stock


Daljeet Singh Kohli of Stockaxis.com has recommended three blue-chip MNC stocks which he says will play a very major role in Industry 4.0 due to the big demand for efficiency and automation

Hindustan Aeronautics has strong order visibility and competitive positioning. Orderbook is Rs 850bn & expected to be Rs 1,500bn over next 3 years. Surplus cash is Rs 140bn. EBITDA margins will be 24-25%. Exports potential. Buy for target price of Rs 2618.


AGS Transact Technologies Ltd (AGS) is the second largest ATM outsourcing and cash management player in India, with a 15/30% market share. The company has been able to sustain the impact of COVID-19 (ATM transactions declined by ~30%), supported by its strong and sticky relationship with top Indian banks and upward revision in interchange fees by ~14% by the regulator
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