Like Control Print, see upside in Tata Motors: Jaspreet Arora

Jaspreet Singh Arora, Sr. VP and HOR at Systematix told CNBC-TV18, "We like Control Print, which is predominantly a printer manufacturer. It is equally split between industrial and consumer, 50 percent each. So it makes all those bar-coding printers required in the fast moving consumer goods (FMCG) and industrial space. It is the number four player in India with 17 percent market share and top three are multinational companies (MNCs), Domino, VideoJet and Memasang.""There is margin uptick that could be visible in this company because the share of consumables, which is a very high margin business is expected to go up from more than 70 percent kind of a number to more than 80 percent over the next couple of years. So clearly, it is in a very formidable shape, light, balance sheet, very high return ratios and backed by very quality management who is expecting to take the business to the next level now," he said."Within infra, Tata Motors maybe a proxy to play a bit of it since we are talking about a recovery in the M&HCV, where it supplies to the mines and roadside of it plus there is a recovery in Jaguar-LandRover (JLR) volumes. Also given the distribution ramp up that is expected in the southern region, Ashok Leyland is the numero uno, all of it means that Tata Motors could be one very interesting largecap stop to look at. If you combine it with subdued valuations and multi-year low, clearly there is more than 40 percent upside easily available in Tata Motors," he said.