Should you buy shares of Bharat Electronics Ltd. at the current market price? Have you lost the opportunity to buy stocks of Sagility India Ltd.? Is GAIL (India) Ltd. a good choice from a long-term perspective? Should you sell shares of Ola Electricity Mobility Ltd. at the current market price?
Kunal Kamble, senior research analyst at Bonanza Portfolio, and Prashant Tapse, financial analyst at Mehta Equities, provided insights on these investor queries and more on NDTV Profit's Ask Profit show.
Titagarh Rail Systems (CMP: Rs 806.9)
Tapse: Hold
Positive on the sector.
Government focusing on railway and infrastructure growth.
Will have a good visibility for business and profit.
Hold for two to three years.
Raymond (CMP: Rs 551.20)
Tapse: Hold
Demerger adjusted the price.
Company looks very strong.
Strong view for the long term.
Once the real estate stock will get listed in one or two quarters, then holding will give good benefits.
Hold and wait for six months to get a real estate company listed.
Overall target would be Rs 2,000 on consolidated basis.
Bharat Electronics (CMP: Rs 344.35)
Tapse: Hold
Lot of clarity on the product, expecting a lot of order books and export orders from the world after Indo-Pak military tensions where their devices were used.
Around 80% of the business comes from defence.
For-long term investors at least Rs 400–410 can be a target.
Tapse: Hold
Good breakout is seen.
Upside momentum can be expected in the counter.
If entering at current level, stop loss of Rs 319 would be appropriate.
GAIL (CMP: Rs 185.93)
Tapse: Hold
Hold for two to three years at the current levels.
Minimum target of Rs 220–230 for the next 12 months in the current levels.
It will deliver a very slow and steady return.
Will have to have patience to see good long-term growth.
Gas pricing may be a concern.
Kamble: Buy On Surge
Wait for Rs 189–190 levels.
If it breaks above Rs 190, it's a good buy entry.
Expect upward momentum to Rs 212–220 levels.
Also Read: GAIL Gets Five Bids For US LNG Project Stake
Ola Electric Mobility (CMP: Rs 51.63)
Tapse: Risky Investment
Lots of pain with respect to the stock in the near to medium term.
Positive on sector.
Aether Energy will give high competition.
The company may burn a lot of cash.
Risk attached to this stock.
Sagility India (CMP: Rs 47.05)
Tapse: Hold
Slightly overvalued but it has no peers because it's serving the US market.
Growth is very high in the US healthcare industry.
Under pressure, there may be some profit-booking attempt in the recent rally.
At least a target of Rs 55 and Rs 58 can be seen in the next 12 months.
Recommend a hold.
Kamble: Hold
Looking good on the chart, might see upward momentum towards Rs 54.
If Rs 41 level is broken down, might see the stock going to Rs 38 levels.
Vodafone Idea (CMP: Rs 6.98)
Tapse: Hold For Risky Investors
Very high caution stock.
Stock not able to sustain well despite government support.
Business model is still not getting good growth in margins and profitability.
Customers are still not happy to stay with Vodafone.
Risk of downside risk is still open.
Add more at lower levels if you're a risky investor and hold for long term.
Some corporate announcements in one or two years may give at least Rs 12–13.
Something similar to Yes Bank may happen.
Kamble: Sell
Better to take an exit from the stock.
And enter Jio Finance or Bharti Airtel.
Any correction in Airtel might be a great opportunity to enter.
Disclaimer: The views and opinions expressed by the investment advisers on NDTV Profit are of their own and not of NDTV Profit. NDTV Profit advises users to consult with their own financial or investment adviser before taking any investment decision.
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