Geometric, Polaris and Hexaware are top picks, says SP Tulsian, sptulsian.com.
Tulsian told CNBC-TV18, “Geomatric, Polaris and Hexaware, these three stocks are looking quite good. If you see probably the events or maybe the good numbers having posted by the company are making all of them. Mastek has already seen a good run up. We have been seeing that stock to move up, but probably these three stocks. KPIT and Zensar also have posted good numbers, but I will keep myself away. So maybe these three stocks Geomatric, Hexaware and Polaris look to be the good buys.”
He further added, “Positive bias on SKS Microfinance and which I have maintained that probably I am seeing a price of maybe Rs 120 in the next couple of months and that is where it is gradually inching towards because if you see the indications coming in from the company that positive bottom-line in Q3 and the kind of improvement, which we have seen in the financial performance of the company in non-AP they have shown a growth of about 11-12% in the business, so overall, after the preferential issue and the fund infusion the things are going to improve, much better in Q2 with positive bottom-line in Q3. So, overall I am expecting that price of Rs 120 is likely, which may come sooner than what my expectation has been of about couple of months.”
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