Buy, Sell Or Hold: LTIMindtree, Transformers And Rectifiers, Vedanta, Sagar Cements — Ask Profit

Should you buy shares of Hindustan Copper Ltd. at the current market price? Have you lost the opportunity to buy stocks of Sagar Cements Ltd.? Is Motherson Sumi Wiring India Ltd. a good choice from a long-term perspective? Should you sell shares of Vedanta Ltd. at the current market price?

Saurabh Jain, assistant vice president-research (retail equities) at SMC Global Securities Ltd., and Brijesh Ail, head technical and derivatives at IDBI Capital Markets & Securities Ltd., provided insights on these investor queries and more on NDTV Profit's Ask Profit show.

Saurabh: Exit during rally

• The IT sector is expected to experience minimal growth, with major IT companies providing guidance in the range of 2–5%.

• LTIMindtree, though a high-growth company, is not progressing at its previously anticipated pace, leading to declining valuations.

• The analyst considers this a contrarian call due to the absence of discretionary spending or significant new orders for the company.

• It is advisable to exit the stock during any rally.

Saurabh: Hold for long term

• The company's outlook is highly positive due to its ability to secure a strong order book.

• Consistent growth in quarterly performance has further strengthened its prospects.

• Investors with a long-term perspective of two to three years are advised to hold onto this counter.

Brijesh: Ride the rally

• The stock experienced selling pressure at levels between Rs 470 and Rs 475, so an additional bid for 50 points above the current levels may be considered.

• The analyst suggests raising the stop loss to the cost and capitalising on the momentum.

• Investors are advised to align with the momentum and ride the rally.

Saurabh: Suggests better stocks

• The stock is currently trading in line with its price-to-book value.

• The analyst anticipates an increase in cement demand and recommends investors consider purchasing shares of larger companies such as UltraTech Cement Ltd. or the Ramco Cements Ltd.

Saurabh: Wait for recovery

• Investors are advised to wait for tariff-related issues to stabilise, as this will provide a clearer perspective on the global outlook.

• A resolution with the US in the coming two months could lead to global recovery, benefiting all industrial metals.

• It is recommended to hold off for a month or two before making any significant moves.

Saurabh: Wait and Watch

• Investors are advised to wait for the outcome following the 90-day moratorium initiated by the US.

• The situation will rely heavily on how global developments unfold.

• If stability is achieved, industrial and automotive companies are likely to perform well.

• It is recommended to wait for this resolution before proceeding.