The house is upbeat on consumption theme and likes ITC, Emami and Sheela Foam, said Jaideep Goswami, Head-Institutional Equities, ICICI Securities.
Jaideep Goswami, Head of Equity at ICICI Securities is of the view that one may see decent upside in Shree Cements.
Jaideep Goswami, Head of Equity at ICICI Securities is positive on NMDC. However, according to him, broadly this sector may underperform going forward.
According to Jaideep Goswami, Head of Equity at ICICI Securities, pharma sector being export oriented sector will continue to outperform in at least first few months of the year.
Jaideep Goswami, Head of Equity at ICICI Securities is bullish on Infosys. He feels the stock may test Rs 4065.
Jaideep Goswami, Head of Equity at ICICI Securities is positive on Cairn India and Reliance Industries.
Jaideep Goswami, Head of Equity at ICICI Securities likes Bajaj Auto in the automobile space.
Jaideep Goswami, Head of Equity at ICICI Securities feels that Havells India may touch Rs 750.
Jaideep Goswami, Head of Equity at ICICI Securities is underweight on public sector undertaking banks.
Jaideep Goswami, Head of Equity at ICICI Securities has a target price of Rs 1122 on Reliance Industries.