26 October 2011

Wondering what to pick for Muhurat trading? Moneycontrol

Please Share:: Bookmark and Share India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��


Avinash Gorakshakar, VP - Research, Edelweiss Financial Advisory

Sectors that will make maximum sales during Diwali: Consumer Electronics
Stock picks in the run-up to Diwali: Agro-based stocks, especially fertilizers; Banking like Axis, ICICI
Sectors to avoid for now: Construction, Capital Goods, Realty
Finally, Muhurat picks: Deepak

Jigar Shah, Head of research, Kim Eng

Diwali sales: Retail and Automobile. Little bit in entertainment since people will go watch movies.
Stock pick: Consumer sector stocks like Pantaloon, Bata; Entertainment player such as Eros
Avoid: Infra, Metals and Mining, Realty, Telecom
Muhurat picks: Petronet LNG, Hathway,

Deven Choksey, Managing director, KRChoksey

Diwali sales: Market is not too gung-ho about Diwali sales this time. No one sector will stand out.
Stock picks: Mostly stocks where fundamentals are strong and price is also cheap.
Avoid: Sectors where government policy is playing havoc, like Draft Mining Bill.
Muhurat Picks: SBI, IndusInd Bank


Karthik Mehta, AVP- Institutional Equity Research, Sushil Finance

Diwali sales: Textile and Consumer white goods and brown goods
Stock picks: Mostly earnings-based momentum. Godrej Industries is rightly positioned to cater to all needs.
Avoid: Steel and Metal, Realty and Passenger vehicles (cars)
Muhurat picks: Godrej Industries, Wabco India, Navneet Publications, BOC India, Oracle Financial Services


Madhumita Ghosh, Vice President-PMS & Research, Unicon Financial

Diwali sales: Consumer Durables, Paints
Stock Picks: Banking and beaten down ones such as Real Estate, Infrastructure and Capital Goods
Avoid: FMGC, Oil and Gas
Muhurat picks: Rallis India, Biocon, Coromandel International, Yes Bank


Varun Goel, Head of Equity PMS- Karvy Private Wealth

Diwali sales: Consumer Durables
Stock pick: Private sector banks
Avoid: IT and Metal
Muhurat picks: Banking and Auto stocks

No comments:

Post a Comment