Nov 24, 2012, 02.16 PM IST
Moneycontrol.com’s Know Your Investment teams up with Bajrang Bafma, Head Research at Sunidhi Securities to answer investor queries posted on our Facebook page.
Below is Bajrang Bafma's views on various stocks/sectors.
Dinesh Choudhary: Can you suggest me five stocks five years?
Binesh P Nair: What is your view on State Bank of India (SBI)?
Mr. Bafma: Looks reasonably valued and attractive from near to medium term perspective.
Mr. Bafma: Positive on both the stocks but near term upside appears limited.
Srijan Chakravarty: What about Bharti Airtel ?
Mr. Bafma: Negative on the sector and underweight on Bharti Airtel
Gajanan Bhardi: What is your view on pharma sector for the coming six months?
Mr. Bafma: Sector dynamics are favorable with growth to be robust but valuation for most stocks capture the optimism.
Mr. Bafma: We have a hold rating on PFC with TP 200. Zee is richly valued and factors much of the upside of ongoing digitization in the country.
Mr. Bafma: L&T looks attractive from a long term perspective and we do not see near term upside in the stock. BEL is a decent long term story and looks attractive at current valuation and we believe stock to perform strongly once economic cycle turns up.
Kamal Hasa: What is your call on SpiceJet ?
Mr. Bafma: We have a negative outlook for the sector but recent hike in FDI limits could spark the stock if promoter decides to offload its stake or raise further capital through FDI route.
Sunil Mehra: What about Jet Airways ?
Mr. Bafma: Any stake sale by the management or fund raising post FDI limits hike in aviation could spark a rally.
Mr. Bafma: We don’t have any view on Alok and don’t prefer Sesa Goa for regulatory overhangs.
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