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MIINTDIRECT.COM
KEC International looks good for a medium to long-term kind of upside: Avinnash Gorakssakar, Miintdirect.com'The last Q4 numbers were quite encouraging, both on the topline as well as on profitability. Spike has come in after the company bagged a ...- HUL has defied market logic of being the most expensive stock: Avinnash Gorakssakar'Hindustan Lever earlier was also expensive and having moved up, it has become even more expensive.'
- IT presents good opportunity; positive on TCS, HCL Tech: Avinnash Gorakssakar, Miintdirect.com'HCL Tech trades at virtually a 30% discount to TCS and in terms of management commentary, IMS engineering would be the key drivers ahead.'
- With good monsoon, Bajaj Auto to do better than Hero MotoCorp: Miintdirect.com"The kind of product Bajaj Auto would be launching in the market would be very advanced," Gorakssakar said.
- Orchid Chemical sitting under large debt kitty, to be under pressure: Miintdirect.com"his stock will be under pressure as the company is sitting on a large debt kitty. Incrementally, margins did not show any kind great impro...
- Motherson Sumi best bet for having exposure in domestic, European and US market: Miintdirect.com"Motherson Sumi is a more stable player; even the rupee depreciation would actually help them," Gorakssakar said.
- Apollo going great but not in the same league as MRF or Ceat: Miintdirect.com"Until that really does not take off, I would not be surprised that the movement for Apollo Tyres would be a slower one," Gorakssakar said.
- Could see very strong third quarter for Aurobindo Pharma: Miintdirect.com"Aurobindo have got all the regulatory approvals in place and very clearly despite the outperformance," Gorakssakar said.
- Need to be cautious on Glenmark amid negative news flow: Miintdirect.com"It is clearly a bad news for Glenmark until we do not know what would be the material impact," Gorakssakar said.
- Continue to be moderately positive on metals: Avinnash Gorakssakar, Miintdirect.comTata Steel has actually shown numbers which were much beyond expectations, said Avinnash Gorakssakar Head of Research, Miintdirect.com.
- Expect GAIL to be in close range over reduction: Avinnash Gorakssakar, Miintdirect.comAvinnash Gorakssakar, Head of Research, Miintdirect.com, shares his views on Ajanta Pharma.
- Expect decent upside for Ajanta Pharma over six-month horizon: Avinnash Gorakssakar, Miintdirect.comAvinnash Gorakssakar, Head of Research, Miintdirect.com, shares his views on Ajanta Pharma.
- Expect market to reward auto-ancillary space with better re-rating multiples: Avinnash Gorakssakar, Miintdirect.comAvinnash Gorakssakar, Head of Research, Miintdirect.com, shares his views on auto-ancillary space.
- Expect Reliance to have good support around Rs 875-880: Avinnash Gorakssakar, Miintdirect.comAvinnash Gorakssakar, Head of Research, Miintdirect.com, shares his views on RIL.
- Expect stock specific activity in midcap companies at 6,030-6,050 levels: Avinnash Gorakssakar, Miintdirect.comAvinnash Gorakssakar, Head of Research, Miintdirect.com, shares his views on the market outlook.
- Stick to large cap players like Infosys and HCL Technologies in IT space: Avinnash Gorakssakar, Miintdirect.comAvinnash Gorakssakar, Head of Research, Miintdirect.com, shares his views on the IT space.
- Incremental upsides of Asian Paints looks to be expensive: Avinnash Gorakssakar, Miintdirect.comAvinnash Gorakssakar, Head of Research, Miintdirect.com, shares his views on Asian Paints.
- Expect rerating on stock if CEAT maintains run rate of Rs 65-70 crore per quarter: Avinnash Gorakssakar, Miintdirect.comAvinnash Gorakssakar, Head of Research, Miintdirect.com, shares his views on CEAT.
- Buy Federal Bank on declines and worth keeping as portfolio stock: Avinnash GorakssakarAvinnash Gorakssakar, Head of Research, Miintdirect.com, gives his views on various stocks and sectors.
- Right time to include PSU banks in portfolio: Avinnash Gorakssakar, Miintdirect.com"Bank of Baroda typically and something like Central Bank are banks which are definitely very solid banks with good kind of balance sheets."
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