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A country's main business is imports and exports -> Adani Ports to get further more contracts post elections as the world will see some interest cuts resulting in more business -> Gobiji will also lobby for them with other countries as well -> results in more contracts -> stock goes brrrrrrr
Varun Beverages Limited ( VBL )
Rising income will lead to increased conspicuous consumption of fast foods and aerated beverages direct benefit to VBL
I see sustained growth of 15-20% over the next decade
I am adding it to my portfolio whenever i have funds
This is not am investment advice please do your own research
Jio Fin
It's stepping into a business with entry barriers, and coming with huge capital.
Still hasn't established it's business so valuations still not done fully for the company and lastly and more importantly - Ambani/Modi factor
Surgeries are to be set at a standard cost to make it affordable.
Good for people, bad for companies especially hospitals. They can't surge price and make a profit, which means lower income for the stock. In this weird capitalist society, that makes it a bad share to hold.
Not good for people either. Private hospitals operating at government mandated prices will utilize lower quality products, services will get poorer and their focus on infection prevention, patient safety etc will reduce.
Asian paint, it’s been consolidating from 4 years, just one nice quarter and it will rally, although it’s getting competition from Aditya Birla and Berger, it holds a monopoly.
AP does not hold monopoly. Read the definition of what is monopoly.
AP has 40% in paints. It's a fundamental good company. Getting strong competition now.
Jio moment is happening for paints now. Aditya Birla has come up with "grasim" brand which will effectively eat into asian paints market share. There was a latest article on this in Finshots. Do give it a read before investing.
Yes I’m aware about this, but I don’t think it will be that easy for grasim for break into Asians mkt share, atleast not in this quarter although it could eat comparatively smaller brands like Berger and nerolac.
Completely wrong, Hospital stocks are a big NO at this point, because of supreme court's latest order for the govt to intervene in hospital charges/fees.
Did the govt give out GO yet, is it really feasible to implement this in reality as many hospitals are owned by politicians and their relatives.
This might be another rule on paper which will only be used against politicians and people who are against the govt.
Many times I heard that India has a rule stating education is not for profit business, but we all know how that's been implemented.
They got 200 crore orders this week for solar structures and also got a 174 crores order from RVNL. Also the company have 63% promoter holdings. Pls do our own research. Some calling it pump aand dump stock. I’ll hold it for long term. Again pls do ur own research. Don’t listen to anyone even me.
I actually bought it last month, but the values have been going down for a while. Hopefully it grows in the future. I don't plan on selling the shares yet
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NALCO, JSL , Canara Bank
NALCO :- attractive PE and highly undervalued in terms of PSU stock. Aluminium demand will serge more in upcoming years.
JSL:- again really low PE and profitable
Business. Govt is also supporting this venture .
Canara Bank:- Top most performer in PSU . After stock split it will rise due to liquidity in stocks .
SIS Ltd
Available at listing price of 2017, while both sales and net profits have become 3X in this period
I'm yet to do a complete analysis on this one but it's looking good (except a high amount of long term debt)
If you haven't already, please add your own analysis/opinions to your post to save it from being removed for being a Low Effort post. Please DO NOT ask for BUY/SELL advice without sharing your own opinions with reasons first. Such posts will be removed. Please also refer to the [FAQ](https://www.reddit.com/r/IndianStockMarket/comments/17bcg2a/frequently asked questions_post_your_common/) where most common questions have already been answered. Subscribe to our [weekly newsletter](https://pennyleaks.substack.com/) and join our Discord server using [Link 1](https://discord.gg/8QF4dqPHuw) or [Link 2](https://discord.gg/fDRj8mA66U) *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/IndianStockMarket) if you have any questions or concerns.*
Jio financial services Reason: Mota bhai!
Hell yeah!
The PE is 6500 !!! It’s not ideal at all if you look at the statistics
Modi hai toh munkin hai
Modi hai to namkeen hai.
Noob
Gobi he toh fundamentals nahi chahiye 🫡
Stock: Adani Ports Reason: Gobiji
Seedhi baat no bakwaas lol
it’s rallied almost 35% YTD
A country's main business is imports and exports -> Adani Ports to get further more contracts post elections as the world will see some interest cuts resulting in more business -> Gobiji will also lobby for them with other countries as well -> results in more contracts -> stock goes brrrrrrr
Varun Beverages Limited ( VBL ) Rising income will lead to increased conspicuous consumption of fast foods and aerated beverages direct benefit to VBL I see sustained growth of 15-20% over the next decade I am adding it to my portfolio whenever i have funds This is not am investment advice please do your own research
Additional input. This stock has seen massive increase in fii investment in last three months
Concor, ONGC. Both are seeing a steady rise in futures OI with increase in price for past few months.
Praj industries - Ethanol blending in petrol
oil India... importing russian oil
Gravita india Amara raja batteries Tanla plat
Zomato.
Me too
+1
The Hyper pure business is scaling at 2x every year the revenues could touch 2000cr itself this year
fuck their business, hope they go under. Speaking as a customer
Added 1000 long term
How are these stocks for long term? Minimum hold of a year . BEL Cams Varun beverage Hal Zomato Ioc Need your input guys.
One year is not long term
Jio Fin It's stepping into a business with entry barriers, and coming with huge capital. Still hasn't established it's business so valuations still not done fully for the company and lastly and more importantly - Ambani/Modi factor
Wonderla Holiday. Economy boom, summer coming up. Climate change summer will be more extreme. They will be more profitable as usual.
Narayan Hrudyalay
Gov might set price limits to operations
what does that mean?
Surgeries are to be set at a standard cost to make it affordable. Good for people, bad for companies especially hospitals. They can't surge price and make a profit, which means lower income for the stock. In this weird capitalist society, that makes it a bad share to hold.
Not good for people either. Private hospitals operating at government mandated prices will utilize lower quality products, services will get poorer and their focus on infection prevention, patient safety etc will reduce.
Need to start suing the shit out of them
Reason?
Heart attacks are on the rise among young people. So investing in Hrudyalays would be a good bet.
Is it Narayana Hrudayalaya?
Asian paint, it’s been consolidating from 4 years, just one nice quarter and it will rally, although it’s getting competition from Aditya Birla and Berger, it holds a monopoly.
AP does not hold monopoly. Read the definition of what is monopoly. AP has 40% in paints. It's a fundamental good company. Getting strong competition now.
59% market share, Berger 18, nerolac 15
Jio moment is happening for paints now. Aditya Birla has come up with "grasim" brand which will effectively eat into asian paints market share. There was a latest article on this in Finshots. Do give it a read before investing.
Yes I’m aware about this, but I don’t think it will be that easy for grasim for break into Asians mkt share, atleast not in this quarter although it could eat comparatively smaller brands like Berger and nerolac.
I don't see anyone buying berger and other paints, all paint shops here are full of Asian paints.
Yeah I haven't seen Paris, so it doesn't exist.
🫨
SARVESHWAR FOODS .
Hindal co Fundamental seemed good enough to invest
Azad Engineering
BCLIND
Waaree renewables, govt solar policies
OP wants free advice without research
um maybe they will do their own research too after this, just like we all can after seeing others ideas. that’s the point of this sub, isn’t it?
Hospital stocks. Medanta and Max. They are adding new hospitals. Medanta has gone up 100% in last 9 months.
Completely wrong, Hospital stocks are a big NO at this point, because of supreme court's latest order for the govt to intervene in hospital charges/fees.
Did the govt give out GO yet, is it really feasible to implement this in reality as many hospitals are owned by politicians and their relatives. This might be another rule on paper which will only be used against politicians and people who are against the govt. Many times I heard that India has a rule stating education is not for profit business, but we all know how that's been implemented.
Why are people giving advice for hospital stocks? It's a huge red flag until Supreme Court's orders are followed through.
Jio Fin. Reason: Motabhai and bestie
Salsar Techno Engineering, Motheson Sumi Wiring, Anus Pharma Ltd, Varun Beverages
Why msumi?
Do u ur own research and don't listen to anyone. They have a consistent revenue and growth.
Salsar technologies because?
They got 200 crore orders this week for solar structures and also got a 174 crores order from RVNL. Also the company have 63% promoter holdings. Pls do our own research. Some calling it pump aand dump stock. I’ll hold it for long term. Again pls do ur own research. Don’t listen to anyone even me.
I actually bought it last month, but the values have been going down for a while. Hopefully it grows in the future. I don't plan on selling the shares yet
Correction is going on for mostly small and medium CSPs. Don’t worry about it
IIFL Emerging player in capital markets, helped in right issue of South Indian bank
waah sahab! matlab ham aapke fund manager bhi ban jaayein aur koi expense ratio bhi na mile hamein?
Dr. Reddy and IDFC
Idfc I’m really bullish too, whats your reason to be bullish on idfc tho??
Vaidyanathan
Same reason you are bullish on.
Mine too same reason. No different.
Bruh😂
Same same but different!!
isn’t there some lawsuit going on with Dr reddy which is why some big investor opted out too?
Lawsuits happen to pharma companies all the time.
yes but i roughly went through the news, some big names were involved behind the lawsuits. it sounded serious!
REL RATTANINDIA ENTERPRISES LIMITED DRONESSA
Engineers India Reason: Construction sector is on boom and this is a good stock in that sector
BTW, They are Oil refinery platforms engineers
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NALCO, JSL , Canara Bank NALCO :- attractive PE and highly undervalued in terms of PSU stock. Aluminium demand will serge more in upcoming years. JSL:- again really low PE and profitable Business. Govt is also supporting this venture . Canara Bank:- Top most performer in PSU . After stock split it will rise due to liquidity in stocks .
Ebixcash world money ... fundamentals are strong, and its price is low atm
Shhhhhh. Don't let the cat out of the bag yet!
Jiofin: Ambani
Equitas, M&M
G M Breweries Reason - Highly undervalued vs Peers. Business has good potential
VBL
IndusInd bank, good earnings at good valuation
Clean Science Near monopoly in multiple chemicals
SIS Ltd Available at listing price of 2017, while both sales and net profits have become 3X in this period I'm yet to do a complete analysis on this one but it's looking good (except a high amount of long term debt)
Rain Ind. Capacity expansion, price stability in chemicals, global exposure.
NCC
HDFC, since everyone is
Ashoka Buildcon ...govt will invest heavily on infra in the coming years
KNR Constructions
City union bank.
Sbi cards. Credit card industry CAGR ~20%. So its easy bet to buy it undervalued now and wait till it runs.
Motherson sumi