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4 stock ideas whose time may have come: Sanjiv Bhasin, IIFL Sec
… strong set of numbers, why are auto companies suffering? It is just a one-month or a two-month hiatus since there was … was some problem with insurance premium and so on. But it is something which had a huge base effect and that is … that L&T Tech is now trying to buy a stake. A whole host of stocks have done well. One of my top picks is ITC and I can …
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4 stock ideas whose time may have come: Sanjiv Bhasin, IIFL Sec
… strong set of numbers, why are auto companies suffering? It is just a one-month or a two-month hiatus since there was … was some problem with insurance premium and so on. But it is something which had a huge base effect and that is … that L&T Tech is now trying to buy a stake. A whole host of stocks have done well. One of my top picks is ITC and I can …
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Here are today�s two midcap picks from IIFL's Abhimanyu Sofat
… Abhimanyu Sofat One needs to look at it how the IL&FS thing plays out for IndusInd in terms of whether they take the entire hit for it this quarter,� Abhimanyu Sofat , VP - Research,� … range as such is quite complimentary. If one does get these stocks in a correction, at maybe around 5% lower price, it …
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Here are today�s two midcap picks from IIFL's Abhimanyu Sofat
… Abhimanyu Sofat One needs to look at it how the IL&FS thing plays out for IndusInd in terms of whether they take the entire hit for it this quarter,� Abhimanyu Sofat , VP - Research,� … range as such is quite complimentary. If one does get these stocks in a correction, at maybe around 5% lower price, it …
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IIFL's Abhimanyu Sofat on where to find value after recent correction
… is enough margin of safety at current valuation in such stocks. From the auto sector, something like MM Forging … on private sector banks like ICICI and Axis as well as stocks like Reliance where we feel that at any downtick in … and being the largest internet play available in India, it is a very good story to hold on to for at least next two …
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IIFL's Abhimanyu Sofat on where to find value after recent correction
… is enough margin of safety at current valuation in such stocks. From the auto sector, something like MM Forging … on private sector banks like ICICI and Axis as well as stocks like Reliance where we feel that at any downtick in … and being the largest internet play available in India, it is a very good story to hold on to for at least next two …
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IIFL's Abhimanyu Sofat's 2 largecap bets for 2019
… right from 1990, we had various governments coming in -- be it the Narasimha Rao government or before that VP Singh, … to competition. That is the thought for 2019 as of now. It is very difficult to get into sectoral themes in 2019 … recovery on the capex cycle. So these are the two largecap stocks that we currently are quite positive on.� All …
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IIFL's Abhimanyu Sofat's 2 largecap bets for 2019
… right from 1990, we had various governments coming in -- be it the Narasimha Rao government or before that VP Singh, … to competition. That is the thought for 2019 as of now. It is very difficult to get into sectoral themes in 2019 … recovery on the capex cycle. So these are the two largecap stocks that we currently are quite positive on.� All …
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Abhimanyu Sofat's sectoral picks in telecom and aviation
… unless you merge. The problems at Jet are multi-faceted it is not only related to debt. From an operational … within the company going forward. From that perspective, it is better for investors to stay away from Jet.? … investors. We would recommend investors to look at these stocks when they are trading somewhere close to around one …
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Abhimanyu Sofat's sectoral picks in telecom and aviation
… unless you merge. The problems at Jet are multi-faceted it is not only related to debt. From an operational … within the company going forward. From that perspective, it is better for investors to stay away from Jet.? … investors. We would recommend investors to look at these stocks when they are trading somewhere close to around one …
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We are in a bull market now: Sanjiv Bhasin, IIFL Securities
… long-term structural growth story with ups and downs, and ?It will always reward disciplined long investors.\" In … sense is 2020 will be a repeat of 2017 for select mid-cap stocks in banking, cement, and consumption-related sectors,? … high. The market breadth also improved as more than 32 stocks listed on the BSE saw fresh lifetime highs. The rally …
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We are in a bull market now: Sanjiv Bhasin, IIFL Securities
… long-term structural growth story with ups and downs, and ?It will always reward disciplined long investors.\" In … sense is 2020 will be a repeat of 2017 for select mid-cap stocks in banking, cement, and consumption-related sectors,? … high. The market breadth also improved as more than 32 stocks listed on the BSE saw fresh lifetime highs. The rally …
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Santa rally is coming! Invest with a long-term view: Sanjiv Bhasin, IIFL Securities
… and let us hope? Balle-Balle? become triple. It has left all the bears on the side. There was a double … I am definitely seeing midcap outperformance and these stocks would be outperformers. As a disclosure we have had a buy on these stocks so you could take it that with a pinch of salt.? How would you look at …
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Santa rally is coming! Invest with a long-term view: Sanjiv Bhasin, IIFL Securities
… and let us hope? Balle-Balle? become triple. It has left all the bears on the side. There was a double … I am definitely seeing midcap outperformance and these stocks would be outperformers. As a disclosure we have had a buy on these stocks so you could take it that with a pinch of salt.? How would you look at …
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RBL Bank to gain from note ban: Abhimanyu Sofat
… at around Rs 3200 levels, can give you 8-10 per cent move. It may be the same way for probably Ramco which looks like it is poised for Rs 465. So we are very positive on that. … really investors looking at? Are they looking at specific stocks or are they betting on sectors in general? …
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RBL Bank to gain from note ban: Abhimanyu Sofat
… at around Rs 3200 levels, can give you 8-10 per cent move. It may be the same way for probably Ramco which looks like it is poised for Rs 465. So we are very positive on that. … really investors looking at? Are they looking at specific stocks or are they betting on sectors in general? …
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Banks, FMCG results may negatively surprise: Nirmal Jain
… surprise: Nirmal Jain "Today, all the IT stocks might have corrected in tandem or in sympathy with … sense would be that you will see a mixed performance from IT companies and many other IT companies will deliver good …
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Banks, FMCG results may negatively surprise: Nirmal Jain
… surprise: Nirmal Jain "Today, all the IT stocks might have corrected in tandem or in sympathy with … sense would be that you will see a mixed performance from IT companies and many other IT companies will deliver good …
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Diwali onwards, the next bull market starts: Sanjiv Bhasin
… when that decline may come or just invest systematically? Stocks have fallen a fair bit and should one find … lull before the storm. Anybody who tells you he can time it, is either a fool or a liar. So staying invested is the … at the positives from the government side. We will take it from there. There has been a lot of wealth erosion …
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Diwali onwards, the next bull market starts: Sanjiv Bhasin
… when that decline may come or just invest systematically? Stocks have fallen a fair bit and should one find … lull before the storm. Anybody who tells you he can time it, is either a fool or a liar. So staying invested is the … at the positives from the government side. We will take it from there. There has been a lot of wealth erosion …
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