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ANISH DAMANIA EMKAY
- Wait for Infosys to declare Q1 numbers before buying stock: Anish Damania, Emkay GlobalMarket has already pricing in the fact that there could be moves on either side of the stock and one needs to be prepared for that.
- Bullish on RIL, stock offers good opportunity for next 2 years: Anish Damania, Emkay GlobalReliance Industries looks as the biggest opportunity for the next two years given their planning in terms of investments.
Expect select banks to underperform broader markets: Anish Damania, Emkay Global"If the economy continues to remain weak, then you will start seeing more and more restructurings and NPAs coming up," Anish Damania said.
- JustDial earnings seem to be growing at 35%-40%: Anish Damania"It has a good track record and earnings seem to be growing at 35%-40% even in depressed time so it has moved away from being a concept sto...
- Reliance is stuck in an EPS range between 62 to 68: Anish Damania"If I were to look at what is happening we all know that Reliance is stuck in an EPS range between 62 to 68 and I would guess that with the...
- Any dip in Sun Pharma is a buying opportunity: Anish Damania"The earnings trajectory for Sun Pharma looks good. So any dip is a buying opportunity. "
- 20,000 crore order inflow expectation is going to be met by L&T: Anish DamaniaL&T have already reported close to 17,000 odd crore of order inflows which means 20,000 crore expectation is going to be met.
- IT sector is going to remain sentimentally weak: Anish Damania, Emkay GlobalThe round of commentary from most of the guys is seemingly negative on IT sector, says Anish Damania, Emkay Global
- JP Associates is going to be a good deal: Anish Damania, Emkay Global Financial ServicesWe should see somewhere around 115 or 120 kind of a price range for this stock, says Anish Damania, Emkay Global Financial Services Ltd.
- Buy call on Titan: Anish Damania, Emkay Global Financial ServicesTitan reported very good numbers and were significantly ahead of estimates.
- Grasim is looking good in current market: Emkay Global Financial ServicesGrasim is looking good. They have also recently hiked their prices, despite the fact that we are seeing some softening of the cotton prices.
- Avoid banking space for now: Emkay Global Financial ServicesIf you look at this is a first rally where the banking sector has underperformed the broad index Nifty. It is for the first time when this ...
- Good time to look at BPCL: Emkay Global Financial ServicesThe stock has corrected significantly over the last one or two months and this is also a good time to look at BPCL as well as the oil story...
- Pharma stocks are doing very well: Emkay Global Financial ServicesNow pharma is a main buzz word. So anything which has pharma behind its name or any of its activity that is pharma besides its name the sto...
- OMCs are trading bets rather than fundamental bets: Emkay GlobalFor these companies to get substantially re-rated on a longer timeframe, then it will require the clarity in the regulatory mechanism to re...
- SBI numbers may be worse than guided: Emkay Global"We have been negative on SBI and have no reason to look at it again now. We will have a relook at it about 15% lower from here."
- Will see continued performance of pharma sector in 2011: Anish Damania, Emkay Global Financial Services LtdThere may not be any rerating but one could follow the earnings growth of the pharma pack.
- At current valuations there is scope of downside for SBI: Anish DamaniaI think that is not a very large portion of their total assets what we feel is that given the fact that the stock has run up quite a lot.
- Pharma is going to remain expensive: Anish DamaniaPharma is going to remain expensive or you would find it relatively expensive because a) it has growth, b) it has cash flow and c) it has g...
- Stop talking about Nifty, action is stock specific: Anish DamaniaI think we have to stop talking about where the Nifty could be because action is so stock specific.
Load More- JustDial earnings seem to be growing at 35%-40%: Anish Damania
