Some interesting stock Ideas –
Cipla + Sun Pharma – reducing pricing pressures in US generics + Complex and speciality portfolios in US
Somany Ceramics – valuation gap vs Kajaria in an industry that’s likely to do very well this yr
Arman Financials, KVB, HDFC Bank, Axis Bank – still below fair value – IMHO
Angel One – gains in Mkt share and constantly rising F&O volumes
RACL, Elecon engineering – making rapid strides in export Mkts
Mayur Uniquoters, Carysil – Buoyant Q1 management commentary wrt exports and domestic Mks
For long term- Neuland – expect CDMO engine to fire
Prince Pipes – Inventory gains plus good demand scenario for its products
Disc : holding most of these
Biased
Not SEBI registered, Views r personal
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