Multibagger stock ideas- Market down after Datagiri

#Nivezareview : Reliance Industries Chairman Mukesh Ambani looked bullish and expecting the newly-launched telecom company to cover above 90 percent of India’s population with 4G coverage by March 2017 with an aim to acquire one lakh customers a daily basis. Besides, Jio's app, worth Rs 15000 for an annual subscription, will be available free for all active Jio customers till December 31, 2017. Jio’s network is entirely on 4G; have the largest voice over LTE in world and can transform India from a high priced data market to the lowest priced data market.
Stocks to Watch: Gail is on up side while Idea Cellular is on down side

 

Some of the NBFC are over priced but still there are many investment ideas in this sector there is still steam left in many housing finance and NBFC.In my view,, Relince Capital can still give decent returns in short as well long term. Even DHFL, Lic housing and GIC housing are still good long term bets .

 

After some range bound movement, Market upward movement will align with Indian GDP growth, which is 7% plus inflation 6.So we can see 13 % CAGR in Nifty but game is now more stock specific. What ever people say, but still Pvt banking, Housing finance, Consumption, auto and Cement will continue its run although at slower pace.

 

IDFC bank npa are also due to woes of infra sector.Large provisioning has been done for same,any reversal of fortunes of infra sector in positive direction will result into good gains to the Bank.Latest govt decision for release of 80 % amount under petition will go in favour of banks and IDFC bank may be major beneficiary.So this modern bank looks to ba good story and is trading at just two time of book value.So IDFC bank is a solid play on infra recovery.

 

Now that reverse merger of IDFC Bank and IDFC is on the cards, what could be the price of this new merged entity? As an IDFC Bank shareholder what could be the price of the share I am holding post merger?
Would be great to know from this enlightened members

 

Metals,comodities except cement as it can not be imported,airlines,PSU,utilities (including telecom and power producers) are never investment stocks ,so long term investers must stay away from them These are only cyclical and trading bets so must be left to highly skilled expert traders