Bullish on BOC and Honeywell: TS Anantakrishnan

In a chat with ET Now, TS Anantakrishnan, Head-Prime Wealth Management, shares his views on delisting names.

The other theme that is playing are some of these delisting names. We have discussed these stocks over the last two-three days on the channel day and day out. The question mark really is out of the usual suspects, is there anything that you firmly believe or you would think that it looks a sure shot candidate for delisting and therefore could be worth look at even after the upticks that we have seen in most of these actually?

We believe any of the MNCs which hold more than 85% are good candidates and in that space we do like a BOC, we do like Honeywell. There are other names like Dr. Beck, Elantas Beck and Fresenius Kabi Oncology which we believe are all potential candidates.
We think that is a theme that will continue to play on the delisting if at all needs to happen before June of 2013, that is the SEBI regulation. It anywhere takes about 9 to 12 months for the whole delisting process to take place, so within the next six months these will be a good play and some of the names that I suggested are potential out there.