Buy Sell Stock Tips & Recommendations Of Expert: Sanjiv Bhasin
|Date||Stock Expert||Stock||Buy or sell advice|
|May 20, 2017||Sanjiv Bhasin||Coal India, Dr Reddy, Lupin, Reliance Power, Sun Pharma||You can also look at some of the pharma stocks which we are very very bullish with a slightly longer term view as a contrarian play for a weaker rupee and most of the bad news being priced in. So Dr Reddy, Sun and Lupin are looking very good and as a beneficiary of GST.
People are overlooking the lowest cost for coal which means Coal India. There is 8.5% dividend yield and the whole coal logistics front has been very well sorted out by the government which means that the power producers and the fertiliser companies will have a streamlining of both on the volume and on the price front which is a win win for companies like Coal India and as a midcap, Reliance Power would also be a very big beneficiary of that. We are overweight on both those stocks.
|May 7, 2017||Sanjiv Bhasin||Dish TV, Engineers India, Equitas Holdings, Godrej Properties, Gujarat Pipavav Port, NBCC, Reliance Power||Reliance Power is our dark horse which can be re-rated. The results were far ahead of the market. It should be a big beneficiary of the power, 73% prime load factor and so on.
Gujarat Pipavav is at Rs 160. Compared to the valuation you give Adani Port, the fair value is closer to Rs 225, 43% is owned by APM and there was some rumours of them exiting which the company has denied. The global freight, Baltic Freight Index and the global trade is looking robust so that should be an added beneficiary.
Dish TV has borne the brunt because of the Reliance Jio effect. That is misplaced. Their ad revenues, their subscription base, all are showing a healthy growth and we think that could be an outperformer going forward.
We have been regularly very, very bullish on NBCC, EIL and Godrej Property, buy on decline for a 20% upside by the end of the year.
Equitas Holdings numbers will get priced in. We have a buy on this and a longer term rating of Rs 200. Pedigree management, small-midcap banking licence and most of the weakness as far as the last quarter delinquencies already played out. The asset quality could only improve. Given the professional management, this would be one of the better-better stocks which we have in the microfinance which can actually be an outperformer in the next two years.
|March 17, 2017||Sanjiv Bhasin||Engineers India, Future Lifestyle Fashion, Gujarat Pipavav Port, NBCC, Trident||I will go back to my old favourites NBCC. Engineers India Limited (EIL) became ex-bonus, there was some weakness there and they continue to be the best performing stocks and the best performing sectors and businesses. Going forward, we think oil marketing companies expansion in hydro carbon and NBCC becomes a beneficiary of the construction in tier- I and tier II. We think there is a 40 percent upside in both those stocks.
Trident and Future Lifestyle Fashions have been two of our favourites with all-time highs. We would recommend staying invested in those stocks. We would also be very bullish on the white goods player particularly Voltas and Blue Star and some of the manufacturing players like Thermax where we see immense amount of value. Not to forget Indian Hotels as a GST play which we think can be an outperformer going ahead.
Gujarat Pipavav Port becomes a best proxy on the inland water transportation where there is a lot of emphasis and we think with the APM holding 43 percent stock holding in this stock, we think it is headed much higher. The risk reward on this stock is very bullish given that the baltic freight Index is also hitting new all-time highs
|March 13, 2017||Sanjiv Bhasin||Godrej Properties, Gujarat Pipavav||Buy Godrej Properties
Our other pick would be Godrej Properties, a company that came out with stellar numbers. It is expanding its presence pan India and in the unique model of buy on lease and execute. We think this is the best proxy play on the back of the fact that interest rates are low and real estate is revving up in the second half. Even the results of the company were excellent. We have a target of Rs 450 with a one year perspective. Two cement stocks which we have been very bullish on -- JK Lakshmi and UltraTech have made recent highs, and we reiterate buy on decline. We think UltraTech could cross Rs 4100 and JK Lakshmi is headed towards Rs 450.
Buy Gujarat Pipavav
We will give you two fundamental calls along with one trading pick. We think Gujarat Pipavav is our top pick at around Rs 150-155. It is one of the largest players on the container terminals, 43% stake is held by APM terminals which is globally one of the largest players and we think the Baltic Freight Index has started to move up sharply so container freight, trade terminals are going to be very very bullish in the next one to two years.
Domestically also, there has been a lot of emphasis on inland waterways and we think this stock is poised to give a very good upside so we have a target of Rs 250 in the next one year on Gujarat Pipavav.