Tag: Sanjiv

Bullish on NALCO, IOC & SAIL; Honeywell to touch Rs 1 lakh in future: Sanjiv Bhasin

 stock analyst  05/17/2024  0 Comments on Bullish on NALCO, IOC & SAIL; Honeywell to touch Rs 1 lakh in future: Sanjiv Bhasin

Sanjiv Bhasin of IIFL Securities predicts Honeywell Automation\’s share price is going to reach Rs 1 lakh, while he had bought it years ago for Rs 89. Strong market performances by Hindustan Aeronautics and Mahindra indicate stability amidst FII selling worries. Opportunities in PSUs like NALCO, IOC, and SAIL emerge in the current market scenario.

Sanjiv Bhasin on why Biocon is a Dark Horse play and Mankind a ‘Hold’

 stock analyst  05/16/2024  0 Comments on Sanjiv Bhasin on why Biocon is a Dark Horse play and Mankind a ‘Hold’

Sanjiv Bhasin says Mankind has been a revelation purely on the back of some of the launches which have been well accepted and their domestic business has actually been way ahead of most of the peers. There is margin on the upside given that it is enlarging its share., but the stock has already run up a lot. So he says it should be a \’hold\’ for now.

Engineers India and Ircon are blue chips, holding them is akin to sitting on gold: Sanjiv Bhasin

 stock analyst  05/15/2024  0 Comments on Engineers India and Ircon are blue chips, holding them is akin to sitting on gold: Sanjiv Bhasin

Sanjiv Bhasin discusses the US-China relationship and the impact of tariffs on imports, highlighting potential cost benefits for India due to lower reliance on China. He also mentions the positive market trends and opportunities for investors. Bhasin says: \”If you want to get new entrants, Engineers and Ircon are two stocks which we think can double and still look cheap.\”

Stocks to buy now? Aditya Birla Group to lead market; Voda Idea a doubler from here, says Sanjiv Bhasin

 stock analyst  05/14/2024  0 Comments on Stocks to buy now? Aditya Birla Group to lead market; Voda Idea a doubler from here, says Sanjiv Bhasin

Sanjiv Bhasin predicts market trends post 23,000 crossing, election results. Advocates stock selection, supports AB Group, discusses real estate plays. Emphasizes Ashok Leyland potential over Tata Motors. Prefers Indiabulls Real Estate for better risk-reward.

Start deploying cash that you raised; market may start heading up in 1-2 days: Sanjiv Bhasin

 stock analyst  05/13/2024  0 Comments on Start deploying cash that you raised; market may start heading up in 1-2 days: Sanjiv Bhasin

Sanjiv Bhasin advocates a shift from capex stocks and autos to defensive sectors like IT, FMCG, and PSUs. He highlights opportunities in IT due to a weaker rupee and US spending rebound, emphasizing specific stock picks. Bhasin says: \”It is a good time to start deploying the cash you have raised. By tomorrow, or latest the day after, we should be starting to head up.\”

Pull up your socks, ignore the fear and buy the stocks you want most: Sanjiv Bhasin

 stock analyst  05/10/2024  0 Comments on Pull up your socks, ignore the fear and buy the stocks you want most: Sanjiv Bhasin

Sanjiv Bhasin advises strategic stock purchases amidst market fluctuations, emphasizing opportunities in largecap banks, commodity stocks, undervalued companies like Engineers India, and potential rural recovery themes through auto stocks like Escorts.

Next week, market will be up & about; 5 metal stocks to bet on: Sanjiv Bhasin

 stock analyst  05/09/2024  0 Comments on Next week, market will be up & about; 5 metal stocks to bet on: Sanjiv Bhasin

Market volatility expected amid election results, with focus on stock-specific gains in PSUs and metal counters like NALCO, NMDC, SAIL, Vedanta, Coal India. Midcaps show resilience, offering opportunities in metals, ABB, Siemens, Bharat Forge, Thermax, and FMCG.

We have turned overweight on FMCG and technology; will add on dips: Sanjiv Bhasin

 stock analyst  05/08/2024  0 Comments on We have turned overweight on FMCG and technology; will add on dips: Sanjiv Bhasin

Sanjiv Bhasin discusses China sectors play, Tata Motors, PB Fintech outlook. Mentions L&T, FMCG stocks, Lever target. Talks about Voltas, real estate momentum, Indiabulls Real Estate play.

BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

 stock analyst  04/26/2024  0 Comments on BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: \”The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage.\”

BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

 stock analyst  04/26/2024  0 Comments on BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: \”The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage.\”

BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

 stock analyst  04/26/2024  0 Comments on BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: \”The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage.\”

BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

 stock analyst  04/26/2024  0 Comments on BHEL & Ircon are real \”fire in the belly\”, will outperform till elections at least: Sanjiv Bhasin

Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: \”The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage.\”