Savvy investors always keep a look-out on what other savvy investors are buying. This way, you may notice a potential multibagger stock which may have escaped your radar. Outlook Business’ feature of asking accomplished investors for their Best Stock Pick is very enlightening and is a must-read
(i) Macmillan Publishing Solutions
Ajay Relan, founder & MD of CX Advisors, has put his money on publishing powerhouse Macmillan Publishing Solutions. The focus on revenue growth, zero debt and technology edge will result in the stock being re-rated, he says
(ii) ITC
Rohan Patki, Head, equities, IndAsia Fund Advisors, feels investors will do well by staying put with ITC. The tobacco-to-hotels major with its steady earnings stream and attractive valuation makes for a good bet, he says
(iii) Repco Home Finance
Basant Maheshwari, founder & CEO, equitydesk, is bullish on Tamil Nadu home loan major Repco Home Finance. Well-capitalised, TN-focused home loan player has enough headroom to grow, he says
(iv) Kaveri Seeds
Gajendra Nagpal, founder, Augment Financial Services, expects a golden harvest with Kaveri Seeds. Its continued market share gains in cotton seed and robust growth in corn and rice seeds segments will drive growth, he says
Harendra Kumar, Managing director, institutional equities, Elara Capital, feels Tata Global Beverages’ thrust on the water business will pay off. A wider distribution will help Tata Global Beverages bottled water business move into the black, he says
(vi) Yes Bank
KP Singaravelu, Head, research, Riviera Capital, is bullish on Yes Bank, thanks to robust book and attractive margin. Yes Bank has robust asset quality and lowest cost-to-income ratio among private sector banks, he says
(vii) Aditya Birla Nuvo
Manish Bhandari, Managing partner, Vallum Capital Advisors, believes the market is blind to Aditya Birla Nuvo’s changing stripes. Aditya Birla Nuvo is at tipping point of generating superior return on capital employed in its diversified businesses, he says
(viii) ING Vyasa
Nick Paulson-Ellis, Country head, Espirito Santo Securities, says ING Vyasa makes for a good M&A candidate. ING Vyasa could prove to be a buyout candidate with the RBI introducing liberal M&A rules, he says
(ix) ICICI Bank
Rajat Rajgarhia, Managing director, institutional equities, Motilal Oswal Securities, does not expect ICICI Bank to face the slowdown blues. He says that ICICI Bank has strong return ratios and is well poised to ride an economic recovery
(x) Motherson Sumi
Rajesh Kothari, Managing director, AlfAccurate Advisors, explains why growth will keep ticking at Motherson Sumi. Motherson Sumi’s productivity gains coupled with strong revenue visibility remain a big draw, he says
(xi) Voltas
Tirthankar Patnaik, Director, institutional research, Religare Capital Markets, keeps his faith in out-of-favour Voltas. Voltas’ focus on margins, a healthy balance sheet and uptick in orders bode well for the cooling major, he says
(xii) Mahindra Holidays
UR Bhat, Managing director, Dalton Capital Advisors, expects vacation ownership major Mahindra Holidays to rule the roost. A huge addressable market and strong product positioning will continue to keep growth ticking for Mahindra Holidays, he says
(xiii) L&T
Vikas Khemani, Head, institutional equities, Edelweiss, believes L&T will be a prime beneficiary of a revival in the investment cycle. L&T will be the biggest beneficiary of a possible revival in the capex cycle, he says
(xiv) Motilal Oswal
Saurabh Mukherjea, Head, equities, Ambit Capital, thinks MOSL is well positioned to weather the downturn in the brokerage industry. Strong distribution channel and robust institutional business make Motilal Oswal the best among listed brokerages, he says
(xv) Inox
Satish Ramanathan, the former head of equities at Sundaram Mutual, expects Inox to be a blockbuster. Inox’s integrated approach to entertainment aimed at capturing a higher share of film buffs’ wallets promises rich rewards, he says
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