Moneycontrol

Chat Transcript

Posted By: guest:

sir I am holding shares in below companies, please advise shall I hold or sell them as I am having loss H D I L GMR Infra. Lupin HSIL Sun Pharma.Inds. Bank of Baroda Tata Motors

Posted By: Deven R. Choksey

: We expect govt could come up with more investments into airports and GMR being the largest player could benefit in long term. For HSIL, increasing investments towards affordable housing and mass housing could benefit the building material players like HSIL. Further, GST could benefit organize players. For sun pharma, we expect remedial measure for halol could come in short to medium term, which will be key trigger for improvement in the stock performance going ahead.

Posted By: guest:

long term investment idea

Posted By: Deven R. Choksey

: We are positive on renewable energy story. Expecting wind and solar both could benefit from this transition. our top pick is suzlon in wind sector. Apart from this, we are also positive on agrochem and fertilizer sector. Top pick - UPL, GNFC. In chemical space, we like Apcotex for medium to long term perspective.

Posted By: guest:

ia airline share a good investment

Posted By: Deven R. Choksey

: selected airline players. We like Indigo in that space. Air traffic has been increasing in Indian market. Further, any acceptance by central govt for privatization of Air india`s international operations and selection of Indigo in that process could result stock to outperform in medium to long term.

Posted By: guest:

Hello Sir, Is it a good time to invest in pharma stocks

Posted By: Deven R. Choksey

: Selected pharma players. We like players into injectables and biosimilars. We like Aurobindo pharma given the management`s commentary is positive for launching several new drugs in coming time. We expect injectable business to do well for the company in long term.

Posted By: guest:

what would be your picks the banking, IT and FMCG sectors with a 3 year horizon? Thank you.

Posted By: Deven R. Choksey

: Under banking, we like HDFC bank, RBL bank. Some PSU banks could also perform well going ahead given the govt`s push to reduce NPA problems. We like SBI.

Posted By: guest:

sir I am holding shares in below companies, please advise shall I hold or sell them as I am having loss - H D I L, GMR Infra, Lupin, HSIL, Sun Pharma.Inds, Bank of Baroda , Tata Motors

Posted By: Deven R. Choksey

: For GMR, monetizing some assets could also lead reduction in debt and thereby positive movement in the stock price. For lupin, we can see jump in sales from FY19 onwards as the company is planning to launch drugs like Ranexa, Synthroid. Apart from this, the company is also developing Enbrel (etarnacept) which is currently in Phase III and Lupin plans to file it in FY19 in Japan and later in Europe. This could boost financial performance in long term.

Posted By: guest:

Sir, your vies on LT, Garware wall rope and Shakti pump for long term , 1-2 yrs

Posted By: Deven R. Choksey

: We like L&T, increasing orders for defence activity could augur well for the players like L&T. Apart from this, increasing execution and thereby improvement in EBIT margins for core segment such as Infra could support overall growth in the medium to long run.

Posted By: bhav_23:

Your views on Reliance and Lupin for 5 year horizon.

Posted By: Deven R. Choksey

: For Reliance, main game changer will be Reliance Jio. Expecting robust financial performance in medium to long term, which could support stock performance going ahead. For lupin, we can see jump in sales from FY19 onwards as the company is planning to launch drugs like Ranexa, Synthroid. Apart from this, the company is also developing Enbrel (etarnacept) which is currently in Phase III and Lupin plans to file it in FY19 in Japan and later in Europe. This could boost financial performance in long term.

Posted By: guest:

What is your view on Shiva Cements or peer stocks

Posted By: Deven R. Choksey

: We like Sagar and Dalmia under cement space.

Posted By: guest:

sir, which sectors to buy now,please respond,thanks.

Posted By: Deven R. Choksey

: We like Gas distribution companies, renewables, Infra (ports, railway), PSU banks etc

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