"The Keep it Simple" thread of bluechips that are available at good discount to their historical valuation.
1. HDFC Limited
1. HDFC Limited
2. Indiamart - one of the few profitable and cash generating Tech companies.
3. Metropolis Healthcare - Second largest diagnostics chain in India. Back to valuations of March 2020 lows.
4. JM Financial
NBFC conglomerate across Wholesale lending, Fee-based segments (Investment Banking, Wealth and Broking), Asset Reconstruction, etc.
Trading at 21% discount to book (below March 20 lows) vs 4.2x at peak of last NBFC cycle. Key monitorable is lack of growth.
NBFC conglomerate across Wholesale lending, Fee-based segments (Investment Banking, Wealth and Broking), Asset Reconstruction, etc.
Trading at 21% discount to book (below March 20 lows) vs 4.2x at peak of last NBFC cycle. Key monitorable is lack of growth.
5. Dalmia Bharat Limited
One of the more cost-efficient/ lowest cost producers in Cement industry.
Valuation back to near Mar-20 lows.
One of the more cost-efficient/ lowest cost producers in Cement industry.
Valuation back to near Mar-20 lows.
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