Should you add shares of Bharat Electronics Ltd.? Should you hold shares of Rail Vikas Nigam Ltd. at the current market price? Have you lost the chance to buy shares of Thangamayil Jewellery Ltd. at an attractive price? Should you sell shares of Dabur India Ltd.?
Vishnu Kant Upadhyay, assistant vice president of research and advisory at Master Capital Services Ltd., and Shashank Udupa, Founder, Vayu Capital, provided insights on these investor queries and more on NDTV Profit's Ask Profit show.
Bharat Electronics (CMP: Rs 409)
Udupa: Hold
- An absolute hold for a longer term period.
- Hold for one to two years.
- Seeing a lot of defence orders slowly coming into the ecosystem.
Rail Vikas Nigam (CMP: Rs 221.70)
Udupa: Wait And Watch
- Fundamentally seeing a small revival in railway sector.
- Don't add more or average more.
- Wait on this position.
- Government's focus is more on defence than railways.
Thangamayil Jewllery (CMP: Rs 5,493)
Udupa: Buy
- Good bet for five year horizon.
- Valuation suppressed, stock has fallen on last three month.
- Don't play swing trading, atleast three year buffer horizon.
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Dabur India (CMP: Rs 398.45)
Upadhyay: Buy On Dips
- Pressure in the stock.
- Entire FMCG basket is not doing good.
- Is currently not looking positive.
- On lower side, expecting Rs 360-Rs 370 levels.
- One can go long in the stock if these levels are seen.
Tata Power Co (CMP: Rs 373.50)
Udupa: Hold
- On the right path for long term.
- No problems to hold for that.
- Can take some profits out and reinvest in other energy value chain like cables and wires.
Varun Beverages (CMP: Rs 428)
Upadhyay: Buy On Dips
- Stock is not doing good for last 90 days.
- Dramatic fall in the counter.
- Falling stake should remain intact with downfall to Rs 410.
- One can accumulate the counter from lower ends for six months.
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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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