Buy HDFC Bank, Asian Paints, BPCL, IFCI; sell Marico: Thacker

Mitesh Thacker of miteshthacker.com told CNBC-TV18, "From a good trading point of view, what we have seen is some consolidation in the public sector undertaking (PSU) banks. So maybe over there if you get a gap up and some kind of buy signal on the intraday charts, I will focus on them - notably, Punjab National Bank (PNB) or Oriental Bank of Commerce (OBC) and Bank of India (BoI).""I like HDFC and HDFC Bank. We have just given a buy call on HDFC Bank to our clients with a stop loss at Rs 1,299 for targets of Rs 1,345. That apart, I also like Asian Paints. The stock is showing a good gap out and a continuation pattern. So I would buy this one with a stop loss at Rs 1,165 for targets in excess of Rs 1,210," he said."I do like BPCL - once it crosses Rs 606 even Rs 630 is possible. So I would be buying here and possibly adding on the positions beyond Rs 606 and currently if somebody wants to buy, the stop loss should be around Rs 588.""I like TVS Motor and would buy with a stop loss at Rs 337 for targets of around Rs 355. Apart from that, I also have buy calls on IFCI with a stop loss at Rs 29.50 for targets of Rs 32 and a sell on Marico with a stop loss at Rs 294 for targets of Rs 275."