Talking stock: Prefer HDFC Bank & M&M to HDFC AMC and ITC

Is it the right time to enter Aarti Industries at this level for 3 years?



Aarti Industries is fairly priced around 24 times FY2020 expected earnings and hence, you may consider buying it around Rs 1,300 level.

I have booked loss in Dish TVNSE 6.03 % and Mukta ArtsNSE 1.76 %. To recover from the loss, I am planning to invest in ITC and HDFC AMC. Is it a right decision or should I invest in some other stocks? -MAYANK GOYAL

I am not confident about certainty of making profits from ITC and HDFC AMC to offset your losses in other two stocks. While possible steep increase in duties on cigarettes in future on account of severe pressures on the fiscal balance could hamper the prospect ..

I am not confident about certainty of making profits from ITC and HDFC AMC to offset your losses in other two stocks. While possible steep increase in duties on cigarettes in future on account of severe pressures on the fiscal balance could hamper the prospects of ITC, growing margins pressures in the distribution business could dampen the opportunity to make significant returns from HDFC AMC in the short to medium terms. Hence, you may consider HDFC BankNSE 0.28 % and M&M, which provide sig ..

Exit Astron Paper if you are able to recover your cost as current PE multiple of around 17 for a company, which is engaged in cyclical paper business, is quite high. Though Vivimed trades at less than 3 PE, total capital employed being over two times annual revenues, very poor dividend payout, very high levels of receivables and inventories, and also debt & liabilities do not give confidence on the balance sheet. Hence, I suggest a sell even if you get back half of your cost price. 

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