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Chat Transcript

02 Sep - 10:00 hrs

Amar Ambani | Head of Research, IIFL


Which sectors look good?

Chat Transcript

guest: what to do with KPIT can I buy more shares having 2000 @ 150/- now
Amar Ambani: I think u shd exit this position. Instead you can shift to Tech M
Amar Ambani: Welcome everyone to this chat.
jsssmk: outlook on mindtree
Amar Ambani: We are bullish on Mindtree in the midcap IT space. You can buy for the long term
vspandey32: your views on investment in auto sector. i have tvs and tata motors DVR in my portfolio for term of 1 year. Please suggest..
Amar Ambani: I think Auto space is ripe for a recovery and a great way to play the economic recovery cycle. You can hold both TVS and Tata Motors. You can also consider investing in Auto Ancs
jalajjaiswal89: Sir what is the best way to invest lumpsum money , right now I have parked it in FD ? I already invest in MF SIP ( 75% equity 25% hybrid)
Amar Ambani: Depends on many factors like your risk appetite, risk capacity, objective, age, etc. If your current asset allocation has lesser equity exposure, then increase exposure to this asset class bcoz we believe the coming years will be excellent
jsssmk: any purchase for holding for 5 years
Amar Ambani: ICICI, IndusInd Bank, Tech M, BPCL, Reliance, Lupin
guest: what is the future target of educomp
Amar Ambani: Avoid this stock
arvindjha2050: mY QUESTION IS WITH REGARD TO investment in TVS Motors and JK Lakshmi cement?Are they good options?
Amar Ambani: Yes both are good. JK Lakshmi on our top midcap buy list (already risen though). We just turned bullish on India Cement as well
sriyallaparajua: Hi sir, what is the future of REI Agro. I ve shares of 1000 @ 5.25 kindly suggest Raju
Amar Ambani: No idea on this stock. We like PI Industries, Dhanuka Agrotech
guest: Plz give recommendation for intraday in stocks for today
Amar Ambani: Wouldnt want to give any intraday recommendations. But we do like India Cement and Lumax Auto Tech for the near to medium term.
guest: I want to purchase Havells India for long time At whatprice I should purchase it and what are its future prospects
Amar Ambani: Long term prospects good
guest: wht about unitech rates i have purchased at 30 rupees
Amar Ambani: I am not in favour of buying real estate stocks. Buy property directly instead or wait for REITs
sriyallaparajua: Sir, I ve share around 500 in unitech @ 31. what is the future of this share sir Raju
Amar Ambani: I am not in favour of buying real estate stocks. Buy property directly instead or wait for REITs
guest: what about indiabull real estate shares?
Amar Ambani: I am not in favour of buying real estate stocks. Buy property directly instead or wait for REITs
hssuresh: shall i buy Dishman Pharma now with 2 years perspective? Also your views on JK Bank
Amar Ambani: Dishman looking good on the charts. Fundamentally we like Lupin, Dr. Reddys in large caps
guest: Sir, request you to please advise on shares on a long term trajectory, which are under rates as we speak
Amar Ambani: ICICI, IndusInd Bank, Tech M, BPCL, Reliance, Lupin
kakarlak: I have 300 shares of Kaveri seeds @ Rs.173/-, Shall I hold or book profits?
Amar Ambani: You can hold for the long term
hparakh: can you pls suggest few midcaps for positional trades
Amar Ambani: Lumax Auto Tech, India Cements, Bharat Forge, JK Lakshmi, India Bulls Housing Finance
Amar Ambani: Avoid this company
calldgps: I BOUGHT DCW 1000 QTY.@ Rs.13.25 Should i sell or HOLD ? pls advise..
Amar Ambani: Sell
Amar Ambani: Sell
guest: Can you recommend 2-3 large cap safe stocks with high dividend yield-for older age group investors
Amar Ambani: NTPC, Coal India, NMDC, IBulls Housing Finance
guest: Which is the best bet in cement space ?
Amar Ambani: India Cements short term, JK Lakshmi long term
Amar Ambani: You can also track my views on twitter.com/AmarAmbani
guest: Your view on Bank shares? Can we buy icici/axis for intraday?
Amar Ambani: Banks are the life-line of any economy. It is one of the best ways to play the domestic recovery. Prefer Private banks. We like ICICI and Axis both for the long term.
guest: sir nifty support level ?
Amar Ambani: Near term support 7900 and medium term base of 7450
makumarm: I have stocks IFCI 3000 @39 and Wipro 50 @ 550. I can hold and I am long term investor. Should I hold, shift or add more at current level
Amar Ambani: IFCI support at Rs32 and upside till Rs41. Wipro you can hold for long term
guest: I am long on sesa sterlite, pl share its short and medium term trajactories...
Amar Ambani: Sesa Sterlite’s earnings are expected to remain strong on the back of strong contribution from Zinc and oil & Gas business. However, near term the stock to remain under pressure due to issues related to availability of coal and bauxite. We have a hold rating on the stock.
guest: Dear Sir, whatis the future Tata Steel
Amar Ambani: Tata Steel’s earnings over the next three years are expected to jump on the back of revival in European operations and higher volumes from the standalone entity from FY16. Also, the recent SC order on coal blocks would have limited impact on the company. We have a buy rating on the stock.
Amar Ambani: Thank you all. We end this chat. Regards, Amar Ambani twitter.com/AmarAmbani