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LALIT THAKKAR
Expect new highs in Nifty on liquidity flows: Lalit Thakkar, Angel BrokingThe sentiment of retail investors will change after 12 to 18 months once we see a sustainable new high, says Lalit Thakkar.
Expect Sensex to be around 21,000-22,000 levels by April-end: Lalit Thakkar, Angel Broking2013 will be one of the best years, fundamentals will deliver and it is possible that we are going to see 15% earnings momentum.
- Difficult for markets to cross 5600-levels without triggers: Lalit Thakkar, Angel Broking
FII inflows can maintain the current level, but the markets need policy action and earning momentum to rise further, says Lalit Thakkar, MD...
- Reliance Industries may underperform from a 2-3-year perspective: Lalit Thakkar, Angel Broking
From a trading, buyback and telecom announcement perspective, I do not mind buying it. But it will be more or less a trading stock and prob...
- Bharti Airtel looks attractive at 225-200 level:: Lalit Thakkar, Angel Broking
At present, probably at 240, there can be a better opportunity to get in Bharti. Yes, at 225-200 price, the stock looks very attractive bec...
- Overweight on pharma sector, Lupin remains a buy: Lalit Thakkar, Angel Broking
Pharma companies are showing good growth rates of at least 20% per annum and the stocks’ valuations also are quite reasonable.
- Buy Maruti for short-term: Lalit Thakkar, MD Institution, Angel Broking
In a medium term, we are not so positive on this stock. In the short run, looking at this correction and the expectation of the 4 wheeler s...
- Buy Relaxo on 10-15% decline: Lalit Thakkar, MD Institution, Angel Broking
If they (Relaxo) corrects by 10-15%, I do not mind coming out with a buy recommendation in these stocks, says Lalit Thakkar.
- Reforms in bits and pieces can also lift market sentiment: Lalit Thakkar, Angel Broking
We cannot expect big reforms now because we are going to see a spate of elections in the next 2 years. But reforms in bits and pieces can a...
- Buy Tata Global Beverages for long term: Lalit Thakkar, Angel Broking
The midcap consumption theme stocks one can buy, hold for two-three years and then see a very good upside to it.
- Bullish on IT sector, buy HCL: Lalit Thakkar, MD Institution, Angel Broking
"We are overweight on the IT sector and would like to have 3-4 stocks to give a 14-16% weightage to our portfolio. We have a buy on HCL and...
- Prefer Tata Motors over Maruti: Lalit Thakkar
Looking at the changing aspiration mindset of Indians, I am sceptical that maruti cannot hold onto 50% share. So, I would like to stick to ...
- Markets subdued due to India specific issues: Lalit Thakkar, MD Institution, Angel Broking
The Dow Jones is at 13000 and if you look at the emerging economy, China also is reviving. It has appreciated by 10% while Indian markets h...
- Budget 2012-13: Keep an eye on United Spirits, says Lalit Thakkar, Angel Broking
United Spirits is currently trading at hardly a 12 PE and is substantially cheap. So, this one stock which comes to my mind and I would lik...
- Currently Axis Bank is trading at 30%-40% cheaper than Sensex valuation: Lalit Thakkar, Angel Broking
Axis Bank will be the first company which will again go for dilution and infusion in the coming one or two years.
- Difficult to find an attractive power stock right now: Lalit Thakkar
Every power company is having an unique weaknesses. Somebody has ran out proper coal linkages and somewhere the valuations are very high.
- Avoid cement stocks: Lalit Thakkar
Right now, a sector, which I will avoid is cement stocks. The stocks had a very good rally in last 6-9 months time.
- Bearish about Reliance Industries: Lalit Thakkar, Angel Broking
On account of the buybacks announced, this stock can hold at a higher level, otherwise it is going to lose out on the earnings momentum fro...
- Expect major market movements from Diwali onwards: Lalit Thakkar, Angel Broking
If monsoons are good and FIIs' liquidity comes back, there might be good positive movements in the market, says Lalit Thakkar, MD Instituti...
- Nifty may come down to 5700 level: Lalit Thakkar, Angel Broking
Any investor who does not want to have any losses can wait till 5700 or one can start nibbling around and buy good stocks, says Lalit Thakk...