The debt trap co. #GMRInfra has made 2 strong announcements last week leadibg to an inflow of ~10k crs which will be used to repay debt which currently stands at ~30k crs. Expect co to turn profitable at an operating level in FY21. Can easiy see 35 rs on the cards. i.e.~50%ROI
The situation in China is so grim due to #caronavirusoutbreak that it can easily impact Chinese GDP by 2% for couple of quarters in a row. Stocks price of #TataMotors is saved from drowning due to change in JLR's reporting policy of volume sales data from monthly to Quarterly.
Was the first one to give a BUY call on #Bajajfinance for 5k levels and achieved an ROI of 18% in 3mnths on a largecap stock, despite higher base #Nifty #largecap @sanjivrbajaj
If #DMART is about Mr. #RadhakishnaDamani then #IRCTC is about [email protected] Dhanda important hein but Banda bhi important hein.
The highest valued stock #Avenuesupermart #DMART has most products on its shelf under the label "Made in China". Will be intresting to see how its supply chain gets affected but could be due to its OFS,the management chose to be silent over the #coronavirus issue.
Immensely positive note! With the sellout of this plant, #GMR will end up its losses in two digits or can even turn profitable at an EBIT level.
Few cos which augurs a good BUY post good Q3FY20 nos and still have a long way to go Asian Paints Bata Bajaj Finance GMR HDFC Amc HUL IRCTC KEI Indisustries Metropolis Nestle Most important these are all India theme stories.
The death counts is just incresing in mainland China from #coronavirus, though it is said, the virus will fade with the onset of summer, but until then it must have widely spread. The virus turned out to be a blessing in disguise for #India as oil prices will be subdued.
Extremly positive result of GMR on all counts. Long way to go for the stock!
Good news for Infosys shareholders!
Have been recommending #AsianPaints since 1500 nd was d first one in the industry to give a long target of 2000 n stick to it when d ace fund manager removed a SELL Call on the same. @_nirajshah hope you remember me recommending you d same for the tp of 2k! CMP - 1900 levels!
IDBI reported good set of numbers! Looks like good days are here again.
One constant hero in all market cycles has been #BajajFinance.
Looking at the FMCG basket on the weekend and i feel #Marico is so undervalued at CMP. The best co with proven track record of 65% market share in its leading parchute oil and 70% Market share in Saffola oil BUT MCAP is mere 40k crs, Pe is 31x trailing and trading near 52 w low!
Too early to talk about increasing India's weightage in MSCI chiefly on oil fall but onething is certain, on lower oil prices #Asianpaints will touch 2k levels.
Thank you 🙏 Any stocks from the belowlist are good for long term Kei IRCTC Metropolis Bajaj group Hdfc group Tata Motors Bata Marico Asian paints Icici bank
Just to take the credit! Back in home country, after a steep downfall in #yesbank, brokerages are still downgrading.
China's Corona virus will lead to lesser flooding of chinese goods in Indian market thereby incresing the demand for our domestic products. China's loss in GDP can lead to increase in India's GDP.
Tata Motors will also be weak until China resumes.
Twin benifits for Asian Paints, lower crude and good results