Few bullish stories..Jan 23rd

Folks, please find some of my bullish themes as of today for long term- min 1 year.
- Axis bank, ICICI - eventhough NPA issues are present, these will outperform soon.
SBI at 180. For a target of 260 in 8 months.(I prefer axis & icici than sbi)
- HPCL, BPCL, oil based bet.By Q3 2016, both will report stellar results even after inventory losses.
- PI industries. Read a coverage report which made me interested.strong order book in place.
- Infosys, wipro, mind tree, HCL
-Pharma. JB CHEM- wait for 400 targets by this year end.
Coral health.Granules at 115 is a good buy.
Jubilant life sciences at 320.
Mangalam drugs- good growth story, but operator play is bit active.Long term hold. Bought in thin quantity.
NOCIL - oil based bet. Good funda company.Low PE.
Nitin spinners
Renaissance jewellery.
I am not suggesting to buy all these. Thought of sharing this, so that people can take their own call.

 

Can you share report. I am v. interested in stock.

What is logic of this? What about NGT Ban on JB Chem? How it will be answered and by when?

 

Hi srouta, I will share report on PI industries. In that I read that PI is having a strong order book for next 2 years. I also observed a SBI MF buy at 610rs. Seems there is more good things to come.
JB CHEM- yes, I was also sad to hear NGT order. I think company will mitigate the risk by challenging in SC.Overall it is a cash rich company & I hope for revenues to pick up this year.

 

Pls find the article from Bloomberg.It is not a research report.

Bloomberg - Stock With 121,597% Return Sees Five-Year Record Profit Run https://bloom.bg/1UPkDJF