US Stock Reports, Quotes and News
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.
Mahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the potential for earnings growth and the impact of global economic factors on India\’s market prospects. Nadurkar says: \”I would not necessarily link the FMCG stocks going up to the big improvement in the rural demand recovery as such.\”
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.\”
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.
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.
Chandraprakash Padiyar discusses market uncertainties due to high valuations despite positive business outlook. He highlights concerns over political changes impacting market reactions and discusses challenges in the specialty chemical industry due to Chinese competition. He also says near-term, the earnings look fairly decent from whichever portfolio companies have reported till date.
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.
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: \”In HDFC Bank\’s case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position.\”
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: \”In HDFC Bank\’s case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position.\”
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: \”In HDFC Bank\’s case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position.\”
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: \”In HDFC Bank\’s case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position.\”
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.\”